Insight Wealth Strategies LLC reduced its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 9.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,537 shares of the computer hardware maker’s stock after selling 2,991 shares during the quarter. Insight Wealth Strategies LLC’s holdings in NVIDIA were worth $5,509,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter valued at $40,000. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the 3rd quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in shares of NVIDIA during the 2nd quarter valued at $54,000. 65.27% of the stock is owned by institutional investors.
Analysts Set New Price Targets
Several research analysts have commented on NVDA shares. Deutsche Bank Aktiengesellschaft raised their target price on NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research note on Thursday, November 20th. Tigress Financial reissued a “strong-buy” rating and issued a $360.00 price target (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. The Goldman Sachs Group set a $250.00 price objective on shares of NVIDIA and gave the company a “buy” rating in a research note on Wednesday, February 25th. Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 target price on shares of NVIDIA in a report on Tuesday. Finally, Bank of America increased their price objective on NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Four 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’s stock. According to data from MarketBeat, NVIDIA presently has a consensus rating of “Buy” and an average target price of $275.40.
More NVIDIA News
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
Insider Buying and Selling
In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $3,514,400.00. Following the completion of the sale, the chief financial officer owned 93,060 shares of the company’s stock, valued at $16,352,503.20. This represents a 17.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John Dabiri sold 3,004 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the transaction, the director owned 14,788 shares in the company, valued at $2,734,301.20. The trade was a 16.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 798,284 shares of company stock worth $146,064,329 in the last quarter. 4.17% of the stock is owned by insiders.
NVIDIA Stock Down 0.9%
NVDA opened at $178.81 on Friday. The business’s fifty day simple moving average is $184.84 and its 200 day simple moving average is $184.12. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The stock has a market cap of $4.34 trillion, a PE ratio of 36.49, a P/E/G ratio of 0.61 and a beta of 2.33.
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly 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. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the previous year, the company posted $0.89 earnings per share. The company’s revenue was up 73.2% compared to the same quarter last year. As a group, research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.
NVIDIA Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a $0.01 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is presently 0.82%.
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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