NVIDIA (NASDAQ:NVDA – Get Free Report) had its price objective lifted by equities researchers at Truist Financial from $283.00 to $287.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the computer hardware maker’s stock. Truist Financial’s price objective points to a potential upside of 57.63% from the company’s current price.
Several other equities analysts have also commented on NVDA. Itau BBA Securities restated a “market perform” rating on shares of NVIDIA in a research note on Thursday, February 26th. CICC Research increased their target price on shares of NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a report on Friday, February 27th. Citic Securities raised their target price on shares of NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Arete Research upped their price target on shares of NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. Finally, Bank of America increased their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $274.30.
Read Our Latest Stock Report on NVDA
NVIDIA Price Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the prior year, the firm earned $0.89 EPS. The company’s revenue for the quarter was up 73.2% on a year-over-year basis. Equities research analysts forecast that NVIDIA will post 2.77 earnings per share for the current year.
Insider Activity at NVIDIA
In other news, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Dabiri sold 3,004 shares of the business’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the sale, the director owned 14,788 shares in the company, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,020,784 shares of company stock valued at $186,152,154. Company insiders own 4.17% of the company’s stock.
Hedge Funds Weigh In On NVIDIA
Institutional investors have recently made changes to their positions in the company. State Street Corp grew its holdings in shares of NVIDIA by 1.2% during the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after buying an additional 11,451,386 shares in the last quarter. Geode Capital Management LLC grew its stake in NVIDIA by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after acquiring an additional 3,383,441 shares in the last quarter. Norges Bank acquired a new stake in NVIDIA in the 4th quarter valued at about $62,244,133,000. Bank of America Corp DE lifted its stake in NVIDIA by 1.5% in the 4th quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock worth $34,909,347,000 after purchasing an additional 2,849,678 shares in the last quarter. Finally, Legal & General Group Plc lifted its stake in NVIDIA by 1.5% in the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after purchasing an additional 2,609,560 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.
NVIDIA News Summary
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: CEO Jensen Huang said demand for Blackwell and Vera Rubin systems could top $1 trillion through 2027 — a headline-sized addressable‑market upgrade that supports multi‑year revenue upside. Article Title
- Positive Sentiment: GTC product launches (Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and related stack) broaden NVIDIA’s revenue mix from training GPUs into inference, agentic AI and software — increasing potential recurring and systems revenue. Article Title
- Positive Sentiment: Chinese approvals and confirmed purchase orders for the H200 chip mean NVIDIA is restarting China‑compliant H200 manufacturing — reopening a large market if licenses and supply scale as described. Article Title
- Positive Sentiment: Major partner wins and ecosystem deals (Nebius, Uber robotaxi expansion, Lumentum optics partnership and multiple OEM/server vendor integrations) validate commercial adoption across hyperscalers, cloud and automotive — supports hardware + software + services upside. Article Title
- Neutral Sentiment: Analysts largely reaffirm bullish ratings and raised targets after GTC (multiple notes and price‑target increases); that underpins longer‑term upside but hasn’t forced an immediate breakout. Article Title
- Neutral Sentiment: DLSS 5 and gaming/graphics innovations expand TAM in consumer markets (incremental to the data‑center story) — good for long‑term brand and GPU attachment but not a near‑term revenue driver at scale. Article Title
- Negative Sentiment: Market reaction to GTC has been muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin details; that caution is keeping the stock range‑bound. Article Title
- Negative Sentiment: Insider/director selling and widespread disclosed insider sales are a short‑term sentiment headwind for some investors. Article Title
- Negative Sentiment: Geopolitical export controls and rising competition (in‑house hyperscaler chips, rivals and China‑specific SKUs) remain execution risks that could delay shipments, compress margins or cap near‑term upside. Article Title
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.
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