KeyCorp reaffirmed their overweight rating on shares of NVIDIA (NASDAQ:NVDA – Free Report) in a report issued on Tuesday,Benzinga reports. They currently have a $275.00 target price on the computer hardware maker’s stock.
A number of other brokerages have also weighed in on NVDA. DZ Bank restated a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Seaport Research Partners increased their target price on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. Rothschild & Co Redburn lifted their target price on NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Wall Street Zen upgraded NVIDIA from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Finally, Fundamental Research set a $218.00 price objective on NVIDIA in a research report on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, NVIDIA currently has a consensus rating of “Buy” and a consensus target price of $275.40.
View Our Latest Stock Analysis on NVIDIA
NVIDIA Stock Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its earnings results 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. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the previous year, the company earned $0.89 earnings per share. Sell-side analysts expect that NVIDIA will post 2.77 EPS for the current fiscal year.
NVIDIA Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be paid a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is 0.82%.
Insider Buying and Selling
In related news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the sale, the executive vice president owned 3,318,547 shares in the company, valued at approximately $605,701,198.44. This represents a 8.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John Dabiri sold 3,004 shares of the 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 completion of the transaction, the director directly owned 14,788 shares in the company, valued at approximately $2,734,301.20. This represents a 16.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 798,284 shares of company stock valued at $146,064,329 over the last 90 days. Company insiders own 4.17% of the company’s stock.
Hedge Funds Weigh In On NVIDIA
A number of institutional investors and hedge funds have recently made changes to their positions in NVDA. Lifetime Wealth Management P.C. bought a new stake in shares of NVIDIA during the 4th quarter valued at $26,000. Winnow Wealth LLC bought a new position in NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC raised its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the second quarter valued at $40,000. Finally, Inspire Investing LLC bought a new stake in NVIDIA during the fourth quarter valued at about $44,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.
Key Headlines Impacting NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Elon Musk said SpaceX AI and Tesla will continue buying Nvidia chips at scale — a high-profile customer commitment that supports steady hyperscaler demand. Musk: SpaceX AI, Tesla to keep buying Nvidia chips at scale
- Positive Sentiment: NVIDIA told Reuters it will sell 1 million chips to Amazon by end-2027 under a cloud deal — concrete large-volume orders that underpin multi-year data-center revenue visibility. Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
- Positive Sentiment: Chinese authorities approved H200 AI chip sales to multiple customers and NVIDIA is restarting China‑compliant production — reopening a major addressable market if licenses and logistics hold. Chinese authorities approve Nvidia’s H200 AI chip sales
- Positive Sentiment: Micron’s blowout quarter highlights surging HBM/memory demand for AI GPUs — a supply-chain tailwind that strengthens NVDA’s TAM and margin outlook. Micron’s Mic-Drop Quarter
- Positive Sentiment: Wall Street momentum: multiple firms raised targets or added NVDA to “best ideas” lists (New Street, Rosenblatt, Raymond James, BofA reaffirmations), supporting upside via analyst conviction. NVDA jumps onto New Street’s 2026 Best Ideas list
- Neutral Sentiment: GTC product and strategy slate (Vera Rubin, Vera CPU, software/inference stack, buyback/dividend commitment) broadens monetization but will take quarters to translate into recognized revenue. Nvidia Stock Didn’t Get a GTC Bump
- Negative Sentiment: U.S. prosecutors allege some tech execs smuggled Nvidia chips to China — a legal/regulatory headline that raises compliance and reputational risk. U.S. tech execs smuggled Nvidia chips to China, prosecutors say
- Negative Sentiment: Bear-case coverage and technical selling: pieces warning of large drawdowns and a muted post‑GTC market reaction led some investors to take profits, pressuring the stock today. Nvidia Stock Warning: How NVDA Could Plunge 30% from Here
- Negative Sentiment: Insider/director selling was disclosed this week — a near-term sentiment headwind for some investors. Insider selling SEC filing
NVIDIA Company Profile
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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