NVIDIA (NASDAQ:NVDA) Shares Up 2% – Here’s What Happened

NVIDIA Corporation (NASDAQ:NVDA) shares shot up 2% during mid-day trading on Wednesday . The stock traded as high as $181.22 and last traded at $178.68. 161,830,238 shares traded hands during mid-day trading, a decline of 10% from the average session volume of 180,171,953 shares. The stock had previously closed at $175.20.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Expanded SLB partnership to industrialize AI in the energy sector (modular data centers, industry models) reinforces new enterprise demand for NVIDIA’s GPUs and infrastructure software. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Positive Sentiment: Multiple commercial wins and ecosystem adoption: KeyCare deployed NVIDIA’s Nemotron LLM in production and Mirantis added support for NVIDIA’s NCX infra controller — both signal real-world revenue paths for software and cloud partners. KeyCare Deploys NVIDIA Nemotron Mirantis Announces Support for NVIDIA NCX
• Positive Sentiment: Broader market tailwind: reports that U.S. tensions with Iran may be easing helped a risk-on rally that benefits mega-cap AI names including NVIDIA as oil falls and multiples re-open. Today’s Market: Dow jumps 250 points, Nasdaq Rises Nearly 1%
• Positive Sentiment: Analyst support and buy-case narratives continue (upgrades/Overweight calls and commentary labeling NVDA as undervalued) — these help sustain flows into NVDA despite the drawdown from highs. NVIDIA Earns Overweight Rating from Cantor Fitzgerald
• Neutral Sentiment: Industry signals: ASML’s multi‑year $8B deal with SK Hynix underscores durable demand for HBM and advanced packaging that ultimately supports GPU growth — positive for the sector but one step removed from NVDA’s near-term revenue. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Neutral Sentiment: Ecosystem & competition notes (Arm, Adobe partnerships) — new chip entrants and software alliances are being digested by the market; NVDA has so far shrugged off Arm’s entry but investors will watch product-level competitive metrics. Nvidia Stock Rises. What Arm’s First AI Chip Means
• Negative Sentiment: Insider selling: multiple disclosures show directors/insiders selling sizable NVDA stakes in March — creates near‑term headline pressure and can weigh on sentiment. Nvidia insiders have dumped $5 million NVDA shares daily in March
• Negative Sentiment: Supply and regulatory risks: reports that TSMC capacity constraints may force design changes and U.S. lawmakers probing CEO comments on exports/licenses to China are potential execution and regulatory risks that could cap upside. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance US lawmakers ask whether Nvidia CEO’s smuggling remarks misled regulators

Analyst Ratings Changes

Several analysts recently commented on the stock. Itau BBA Securities reissued a “market perform” rating on shares of NVIDIA in a research note on Thursday, February 26th. Mizuho set a $275.00 price target on shares of NVIDIA and gave the stock an “outperform” rating in a research report on Friday, January 9th. TD Cowen reaffirmed a “buy” rating and issued a $235.00 price target on shares of NVIDIA in a report on Tuesday, March 17th. Evercore reiterated an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Finally, Stifel Nicolaus set a $250.00 price objective on NVIDIA in a research note on Thursday, January 8th. Four 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. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $275.95.

NVIDIA Trading Up 2.0%

The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The firm has a market cap of $4.34 trillion, a PE ratio of 36.47, a P/E/G ratio of 0.59 and a beta of 2.33. The company’s 50-day moving average is $184.20 and its 200 day moving average is $184.38.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the previous year, the company posted $0.89 EPS. The company’s quarterly revenue was up 73.2% compared to the same quarter last year. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be issued a dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.82%.

Insider Activity at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the transaction, the director owned 7,399,771 shares of the company’s stock, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. Company insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its holdings in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE boosted its position in NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its position in NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its stake in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

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.