Cantor Fitzgerald Reiterates “Overweight” Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “overweight” rating reiterated by investment analysts at Cantor Fitzgerald in a note issued to investors on Thursday,Benzinga reports. They presently have a $300.00 price target on the computer hardware maker’s stock. Cantor Fitzgerald’s price objective points to a potential upside of 64.33% from the company’s current price.

Several other research firms also recently weighed in on NVDA. The Goldman Sachs Group set a $250.00 target price on shares of NVIDIA and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Wolfe Research raised their price target on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. William Blair reissued an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. CICC Research lifted their price target on NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a research note on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and an average target price of $273.64.

NVIDIA Stock Down 1.9%

NVIDIA stock traded down $3.47 during midday trading on Thursday, reaching $182.56. The company’s stock had a trading volume of 51,633,939 shares, compared to its average volume of 177,790,578. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The stock has a market capitalization of $4.44 trillion, a P/E ratio of 37.26, a PEG ratio of 0.63 and a beta of 2.33. The stock’s 50-day simple moving average is $185.59 and its 200-day simple moving average is $184.07. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $65.56 billion. During the same quarter in the previous year, the firm earned $0.89 earnings per share. The company’s revenue was up 73.2% on a year-over-year basis. On average, sell-side analysts expect that NVIDIA will post 2.77 EPS for the current year.

Insider Buying and Selling

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total value of $54,756,000.00. Following 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the sale, the chief financial officer directly owned 1,286,826 shares in the company, valued at $229,196,578.86. The trade was a 2.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,388,120 shares of company stock valued at $251,344,814 in the last three months. 4.17% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Meadowbrook Advisors Group LLC acquired a new position in shares of NVIDIA in the fourth quarter worth about $3,204,000. DUTCH ASSET Corp acquired a new stake in shares of NVIDIA during the 4th quarter valued at about $5,284,000. Larry Mathis Financial Planning LLC purchased a new position in shares of NVIDIA in the 4th quarter valued at about $1,659,000. Green Ridge Wealth Planning LLC acquired a new position in NVIDIA in the 4th quarter worth about $4,370,000. Finally, Downshift Financial LLC acquired a new position in NVIDIA in the 4th quarter worth about $2,043,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA agreed to a $2 billion strategic investment in Nebius to help build hyperscale AI cloud capacity — a move that deepens demand visibility for NVIDIA GPUs and supports multi‑year infrastructure revenue. Nvidia to invest $2 billion in AI cloud firm Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 Super, an advanced open AI model aimed at agentic AI — this expands NVIDIA’s software/IP stack and could increase monetization per GPU over time. NVIDIA Releases New Nemotron 3 Super Model
• Positive Sentiment: Significant partnership/investment with Mira Murati’s Thinking Machines Lab — another validation of demand for NVIDIA systems and planned compute deployments. Nvidia makes ‘significant investment’ in Mira Murati’s Thinking Machines Lab
• Positive Sentiment: NVIDIA‑backed Scintil Photonics began customer testing of laser chips, highlighting progress in optics/supply‑chain areas that support future data‑center interconnect demand. Nvidia-backed startup Scintil Photonics starts testing laser chips
• Neutral Sentiment: Investors are watching NVIDIA’s upcoming GTC event as a potential catalyst for product/guidance news — outcome could swing sentiment either way. Nvidia stock stuck below $190: can GTC event be a catalyst?
• Neutral Sentiment: Technically NVDA has been range‑bound since December; traders may be waiting for a clean breakout or reversal, which keeps intraday volatility elevated. Stock Of The Day: Will Nvidia Ever Break Out?
• Negative Sentiment: EVP Ajay K. Puri sold 300,000 shares (~$55M), a sizable insider sale that can be read negatively by some traders despite his large remaining stake. NVIDIA EVP Sells $54,756,000.00 in Stock
• Negative Sentiment: Valuation and “bubble” concerns are resurfacing (articles flag investor worry about the “B‑word”), and high‑profile critics such as Michael Burry have amplified headline risk — this can cap near‑term upside despite strong fundamentals. Investors Worry About The ‘B Word’ With Nvidia Stock at These Levels Michael Burry warns Nvidia ‘is mafia-like’

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.