NVIDIA (NASDAQ:NVDA) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

NVIDIA (NASDAQ:NVDA) had its target price boosted by analysts at JPMorgan Chase & Co. from $250.00 to $265.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the computer hardware maker’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 49.56% from the stock’s current price.

Other equities research analysts have also recently issued reports about the stock. Deutsche Bank Aktiengesellschaft boosted their price target on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. CICC Research lifted their target price on NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Melius Research upped their target price on NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. Finally, Tigress Financial restated a “strong-buy” rating and issued a $350.00 price target (up from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. Four research 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. According to data from MarketBeat, NVIDIA has an average rating of “Buy” and an average price target of $271.86.

NVIDIA Trading Down 4.2%

NASDAQ:NVDA opened at $177.19 on Thursday. The company has a market cap of $4.31 trillion, a P/E ratio of 36.16, a price-to-earnings-growth ratio of 0.54 and a beta of 2.31. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. The business has a 50 day moving average price of $186.43 and a two-hundred day moving average price of $183.86. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 110.96%. The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period last year, the company earned $0.89 earnings per share. The firm’s revenue was up 73.2% compared to the same quarter last year. As a group, analysts expect that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling at NVIDIA

In related news, EVP Debora Shoquist sold 80,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $178.90, for a total value of $14,312,000.00. Following the sale, the executive vice president owned 1,494,443 shares in the company, valued at approximately $267,355,852.70. This represents a 5.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,610,848 shares of company stock worth $291,619,375 in the last three months. 4.17% of the stock is owned by insiders.

Institutional Trading of NVIDIA

Hedge funds and other institutional investors have recently modified their holdings of the stock. Harbor Asset Planning Inc. acquired a new stake in NVIDIA during the 2nd quarter worth approximately $28,000. Winnow Wealth LLC bought a new position in NVIDIA during the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Inspire Investing LLC bought a new stake in shares of NVIDIA in the fourth quarter valued at about $44,000. Finally, AlphaCentric Advisors LLC bought a new stake in shares of NVIDIA in the fourth quarter valued at about $45,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and aggressive guidance: NVDA topped estimates and guided to about $78B for the next quarter, reinforcing very strong AI demand and pushing many analysts to lift long‑term forecasts. Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
• Positive Sentiment: Wall Street is raising targets: Multiple firms raised price targets and reiterated buy/outperform views after the quarter, signaling continued analyst confidence in NVDA’s secular AI position. Analyst price target and rating updates
• Positive Sentiment: Strategic ecosystem wins — OpenAI round and partnerships: NVDA was named among corporate backers in a massive OpenAI funding round, which supports continued demand for Nvidia compute. OpenAI’s $110 billion funding round draws investment from Amazon, Nvidia, SoftBank
• Neutral Sentiment: China exposure remains uncertain: Nvidia has secured limited export licenses but says it has not yet generated meaningful China revenue, leaving a material market risk unresolved. Nvidia still hasn’t sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
• Neutral Sentiment: Supply constraints in gaming GPUs: Management warned gaming‑chip shortages may persist into year‑end, a reminder that parts of the business face production/timing risks even as data center demand booms. Nvidia expects gaming chips shortage to last until year-end
• Negative Sentiment: “Sell‑the‑news” and sky‑high expectations: Despite the beat, investors punished the stock because results had been largely priced in and the market is sensitive to any sign growth could decelerate; several outlets noted investors were “left wanting more.” Nvidia earnings showcase a harsh reality for AI stocks: Investors are getting harder and harder to please
• Negative Sentiment: Macro and market‑wide forces: A hot Producer Price Index and rotation out of mega‑cap tech pressured the Nasdaq and amplified NVDA’s pullback even though the company’s fundamentals remain strong. US Equity Indexes Fall This Week as Nvidia’s Blowout Quarterly Results Fail to Stem Broadening Market Leadership
• Negative Sentiment: Heightened competition and long‑term risk debates: Coverage flagged growing competition (custom silicon from hyperscalers, AMD, Broadcom, Google) and investor concerns about sustainability of hyperscaler capex — these narratives amplify volatility around NVDA. Nvidia’s stock wrapping up tough week as Wall Street focuses more on competition than growth

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.