NVIDIA (NASDAQ:NVDA) Price Target Raised to $300.00

NVIDIA (NASDAQ:NVDA) had its target price lifted by investment analysts at Robert W. Baird from $275.00 to $300.00 in a report issued on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the computer hardware maker’s stock. Robert W. Baird’s price target would suggest a potential upside of 53.34% from the stock’s previous close.

Several other brokerages also recently commented on NVDA. Bank of America increased their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a report on Thursday. Royal Bank Of Canada reissued a “buy” rating on shares of NVIDIA in a research report on Wednesday, February 18th. DA Davidson reaffirmed a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a report on Monday. Oppenheimer reaffirmed an “outperform” rating and set a $265.00 price target on shares of NVIDIA in a research report on Thursday, November 20th. Finally, Zacks Research cut NVIDIA from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Three analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $271.32.

NVIDIA Price Performance

NVDA stock opened at $195.64 on Thursday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The business has a 50-day simple moving average of $186.30 and a two-hundred day simple moving average of $183.88. The company has a market capitalization of $4.75 trillion, a P/E ratio of 48.55, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same quarter last year, the company earned $0.89 earnings per share. The company’s revenue for the quarter was up 73.2% on a year-over-year basis. Research analysts expect that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling at NVIDIA

In other news, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the completion of the transaction, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at $651,483,201.88. The trade was a 5.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the sale, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This represents a 2.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,610,848 shares of company stock valued at $291,619,375 over the last 90 days. 4.17% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On NVIDIA

Several large investors have recently made changes to their positions in the business. Norges Bank bought a new stake in NVIDIA in the 4th quarter valued at $62,244,133,000. J. Stern & Co. LLP boosted its stake in NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock worth $23,454,297,000 after buying an additional 124,849,603 shares during the period. Cardano Risk Management B.V. raised its stake in shares of NVIDIA by 896.4% in the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after acquiring an additional 70,283,539 shares during the period. Capital Research Global Investors lifted its holdings in shares of NVIDIA by 16.1% in the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after acquiring an additional 22,896,705 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its holdings in NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares during the last quarter. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and strong guidance — NVIDIA posted Q4 revenue of $68.1B (up 73% y/y), Data Center revenue of $62.3B, and beat EPS estimates; management guided Q1 FY27 revenue around $78B, signaling continued AI-driven demand. NVIDIA Press Release — Q4 & FY26 Results
• Positive Sentiment: Product leadership and strategic partnerships — new Vera Rubin platform and continued Blackwell momentum plus multi‑year partnerships (Meta, AWS, Microsoft, etc.) underpin longer‑term pricing/power advantage in AI inference and training. CNBC — Vera Rubin & Forecast
• Positive Sentiment: Big shareholder returns and balance‑sheet optionality — $41.1B returned in FY26, $58.5B remaining buyback authorization and a token dividend; supports buyback-driven EPS tailwind. NVIDIA Press Release — Shareholder Returns
• Neutral Sentiment: Analysts refresh targets — Wall Street quickly updated price targets and ratings (mostly positive), which supports consensus estimates but leaves room for dispersion in 12‑month views. Finbold — Analyst Updates After Earnings
• Neutral Sentiment: Market positioned for strong numbers — options/futures activity shows this earnings run was widely expected, leaving less room for a big post‑earnings move (traders priced in a small swing). Reuters — Futures Muted After NVDA Results
• Negative Sentiment: Investors shrug despite the beat — coverage notes the stock barely rallied because broader AI/tech sentiment, rotation and “stock fatigue” limit upside even on excellent fundamentals. That dampens immediate upside. Barron’s — Why NVDA Isn’t Rallying
• Negative Sentiment: Competition and ecosystem diversification — large hyperscalers are diversifying (notably Meta’s big AMD deal), which could cap NVDA’s pricing power and future share gains in certain deployments. MarketBeat — Meta Invests in AMD Chips
• Negative Sentiment: Geopolitics & China exposure — management says it has yet to record H200/China revenue and is excluding China in outlook; export controls and lack of China sales add execution/visibility risk to future growth. CNBC — Nvidia, China Chip Sales and Export Controls
• Negative Sentiment: Valuation and insider activity — NVDA’s premium multiple and notable insider selling (reported by data aggregators) leave some investors cautious even as earnings accelerate. QuiverQuant — Post‑Earnings Moves & Insider Activity

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.