NVIDIA (NASDAQ:NVDA) Shares Up 6.3% – What’s Next?

NVIDIA Corporation (NASDAQ:NVDA)’s share price rose 6.3% during mid-day trading on Monday . The company traded as high as $224.87 and last traded at $224.36. Approximately 208,206,741 shares were traded during mid-day trading, an increase of 21% from the average daily volume of 172,072,672 shares. The stock had previously closed at $211.14.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled the RTX Spark and related Arm-based PC chips, marking a major push into Windows laptops and desktops with AI-agent features; investors are betting this expands NVIDIA beyond data centers into a much larger PC market. Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP
• Positive Sentiment: The company also launched Vera Rubin, Vera CPU, and the DSX AI-factory platform, which deepen NVIDIA’s control over the full AI stack and support future revenue from chips, software, and infrastructure. NVIDIA DSX Gives Infrastructure Builders the Playbook for AI Factories
• Positive Sentiment: New collaborations with Microsoft, Dell, Lenovo, HP, Foxconn, TSMC, CoreWeave and others suggest strong ecosystem adoption, while multiple analysts reiterated Buy ratings and high price targets. Nvidia courts Korea’s tech giants at Taipei dinner as AI push deepens
• Neutral Sentiment: Some reports pointed to a possible U.S. export clampdown on AI chip shipments tied to China, which could pressure future sales or add regulatory uncertainty. US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
• Neutral Sentiment: There was also commentary that TSMC’s price hike could squeeze margins, though investors may view it as evidence of Nvidia’s strong demand and pricing power rather than a near-term earnings threat. TSMC’s Price Hike Is Bad For Nvidia Margins — And Potentially Great For Nvidia Stock
• Negative Sentiment: Some analysts and media pieces warned that the stock’s huge run has left it vulnerable to a correction if execution slips or valuation becomes harder to justify. AI sets Nvidia stock price target for June 30, 2026

Wall Street Analysts Forecast Growth

NVDA has been the subject of a number of recent research reports. New Street Research decreased their price target on shares of NVIDIA from $343.00 to $340.00 in a research note on Thursday, May 21st. Daiwa Securities Group lifted their price target on shares of NVIDIA from $215.00 to $255.00 and gave the stock an “outperform” rating in a research note on Friday, May 22nd. Raymond James Financial reiterated a “strong-buy” rating and issued a $330.00 price target on shares of NVIDIA in a research note on Thursday, May 21st. Benchmark reiterated a “buy” rating and issued a $335.00 price target (up from $250.00) on shares of NVIDIA in a research note on Thursday, May 21st. Finally, Stifel Nicolaus set a $282.00 price objective on shares of NVIDIA and gave the stock a “buy” rating in a research report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, NVIDIA presently has an average rating of “Buy” and a consensus target price of $305.38.

NVIDIA Stock Performance

The firm’s 50-day moving average is $199.28 and its 200 day moving average is $189.63. The stock has a market cap of $5.43 trillion, a PE ratio of 34.36, a P/E/G ratio of 0.51 and a beta of 2.22. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm had revenue of $81.62 billion during the quarter, compared to the consensus estimate of $78.42 billion. During the same quarter in the prior year, the firm earned $0.81 EPS. NVIDIA’s revenue for the quarter was up 85.2% on a year-over-year basis. As a group, research analysts anticipate that NVIDIA Corporation will post 8.04 EPS for the current year.

NVIDIA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be given a $0.25 dividend. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date is Thursday, June 4th. This represents a $1.00 annualized dividend and a yield of 0.4%. NVIDIA’s payout ratio is currently 0.61%.

NVIDIA announced that its board has approved a stock repurchase plan on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Transactions at NVIDIA

In related news, CFO Colette Kress sold 20,000 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $3,497,800.00. Following the completion of the sale, the chief financial officer owned 83,060 shares in the company, valued at $14,526,363.40. This represents a 19.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares of the company’s stock, valued at approximately $6,362,796.97. This trade represents a 34.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 906,961 shares of company stock worth $162,936,268 over the last 90 days. Company insiders own 3.94% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Several institutional investors have recently bought and sold shares of the company. Diversified Enterprises LLC lifted its stake in NVIDIA by 44.2% in the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock worth $23,798,000 after purchasing an additional 39,129 shares during the last quarter. Oak Ridge Investments LLC lifted its stake in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after purchasing an additional 20,559 shares during the last quarter. PMG Family Office LLC bought a new stake in NVIDIA in the third quarter worth about $2,150,000. Weaver Capital Management LLC lifted its stake in NVIDIA by 5.5% in the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker’s stock worth $15,893,000 after purchasing an additional 4,439 shares during the last quarter. Finally, Circle Wealth Management LLC lifted its stake in NVIDIA by 16.1% in the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker’s stock worth $20,111,000 after purchasing an additional 14,936 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

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.