NVIDIA Corporation (NASDAQ:NVDA) Receives Average Recommendation of “Buy” from Brokerages

NVIDIA Corporation (NASDAQ:NVDA) has earned a consensus rating of “Buy” from the fifty-four research firms that are currently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, forty-six have assigned a buy recommendation and five have assigned a strong buy recommendation to the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $262.8372.

NVDA has been the topic of several analyst reports. BNP Paribas Exane upped their target price on shares of NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 18th. Wolfe Research upped their price objective on NVIDIA from $230.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Hsbc Global Res raised NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 15th. UBS Group restated a “buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a report on Tuesday, January 6th.

Insider Activity

In related news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the completion of the sale, the executive vice president owned 3,818,547 shares in the company, valued at $717,199,497.54. This represents a 4.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,836,474 shares of company stock valued at $335,473,492 over the last three months. Corporate insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of NVDA. Joule Financial LLC lifted its stake in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after purchasing an additional 50 shares during the period. Vision Financial Markets LLC raised its holdings in shares of NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after buying an additional 53 shares in the last quarter. Websterrogers Financial Advisors LLC lifted its position in shares of NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after buying an additional 54 shares during the period. IMG Wealth Management Inc. boosted its stake in NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after buying an additional 54 shares in the last quarter. Finally, Cyr Financial Inc. grew its position in NVIDIA by 0.7% in the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock valued at $1,444,000 after acquiring an additional 54 shares during the period. Institutional investors own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA and Eli Lilly will invest up to $1 billion over five years to build an AI co‑innovation lab in the Bay Area using NVIDIA’s BioNeMo platform and Vera Rubin architecture — a direct revenue and compute-demand driver (drug discovery, manufacturing, digital twins). Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: NVIDIA expanded its BioNeMo platform and announced collaborations (including Thermo Fisher) to enable autonomous, lab-in-the-loop workflows — this strengthens NVDA’s software ecosystem and creates recurring demand for high‑end GPUs and cloud/inference infrastructure. NVIDIA BioNeMo Platform Adopted by Life-Sciences Leaders
• Positive Sentiment: Street bullishness persists: multiple analysts reiterated Buy/outperform ratings and raised targets (Mizuho, Piper Sandler and others), citing NVDA’s leadership in data‑center and robotics compute — supports medium/long‑term upside. Here’s What Wall Street Thinks About NVIDIA Corporation (NVDA)
• Positive Sentiment: Customer and ecosystem adoption evidence: orders and integrations (Digi Power X buying B300 GPUs; medical‑robotics partner EndoQuest using IGX Thor) point to continued hardware demand across new verticals. Digi Power X acquires $20M of Nvidia B300 GPUs
• Neutral Sentiment: Market narrative: several pieces note NVDA’s massive market cap limits near-term percentage upside (law of large numbers) — useful framing but not an immediate catalyst. Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin
• Neutral Sentiment: Trading tone: NVDA has shown muted intraday movement as investors focus on China demand and broader AI‑sector dynamics — lack of immediate price reaction to partnerships suggests benefits are seen as longer‑term. Nvidia stock continues to crawl but analysts see strong upside ahead
• Neutral Sentiment: Short‑interest report in the feed is unreliable (shows zeros/NaN) — no clear signal from short activity today. Short interest data (entry)
• Negative Sentiment: Reported pause in China H200 chip orders (~$54B in potential orders) is a downside risk for near‑term revenue and could pressure demand if it persists. Nvidia (NVDA) Stock: China Pauses H200 Chip Orders Worth $54 Billion
• Negative Sentiment: Recent insider selling (EVP-level sale disclosed) may catch investor attention as a short-term negative signal even if company insiders still hold large positions. Insider Selling: NVIDIA EVP Sells $37,564,000.00 in Stock

NVIDIA Trading Up 0.0%

NASDAQ NVDA opened at $184.94 on Thursday. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The stock’s fifty day moving average price is $184.78 and its 200-day moving average price is $180.14. The stock has a market cap of $4.49 trillion, a P/E ratio of 45.89, a P/E/G ratio of 0.90 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the previous year, the business posted $0.81 EPS. NVIDIA’s revenue was up 62.5% compared to the same quarter last year. As a group, equities analysts forecast that NVIDIA will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were paid a $0.01 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.99%.

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.