Shares of NVIDIA Corporation (NASDAQ:NVDA – Get Free Report) have earned an average recommendation of “Buy” from the fifty-four ratings firms that are presently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold recommendation, forty-eight have issued a buy recommendation and four have given a strong buy recommendation to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $279.0565.
Several analysts have recently commented on NVDA shares. Wedbush reaffirmed an “outperform” rating and set a $300.00 price target on shares of NVIDIA in a research report on Monday. Robert W. Baird lifted their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Cantor Fitzgerald lifted their price target on shares of NVIDIA from $300.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Citigroup started coverage on shares of NVIDIA in a research report on Wednesday, April 15th. They set a “buy” rating on the stock. Finally, BNP Paribas Exane lifted their price target on shares of NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th.
Read Our Latest Stock Report on NVDA
NVIDIA Trading Down 0.8%
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its 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 net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the company posted $0.89 EPS. The business’s revenue was up 73.2% on a year-over-year basis. Analysts expect that NVIDIA will post 7.85 EPS for the current fiscal year.
NVIDIA Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were given a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA’s payout ratio is presently 0.82%.
Key NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Wall Street remains constructive, with several firms reportedly raising price targets and maintaining bullish ratings on NVIDIA ahead of earnings, citing strong Blackwell and Rubin-related catalysts. NVIDIA Price Target Raised to $300.00 at DA Davidson
- Positive Sentiment: Options traders are pricing in a very large post-earnings move, which suggests the market expects NVIDIA to remain a major AI momentum driver if results and outlook are strong. Nvidia shares set for $350 billion price swing after earnings, options show
- Positive Sentiment: Multiple previews say NVIDIA could post another blockbuster quarter, helped by booming AI datacenter spending and continued demand for its GPUs, while some analysts argue the stock may still be undervalued versus its earnings power. AI Datacenter Growth Likely to Power NVIDIA’s Strong Q1 Revenues
- Neutral Sentiment: Many headlines frame NVIDIA’s earnings as the next big market catalyst, meaning the stock could move sharply in either direction depending on whether the company clears a very high bar. Here’s How Much Traders Expect Nvidia’s Stock to Move After Earnings
- Neutral Sentiment: Broader market commentary suggests tech stocks are mixed and the AI trade may be taking a pause, which can pressure NVIDIA short term even if the long-term story remains intact. Sector Update: Tech Stocks Mixed Late Afternoon
- Negative Sentiment: Investors are also focused on risks around China, competition from custom AI chips, and whether hyperscaler spending will keep expanding at the same pace, all of which could limit upside if management sounds cautious. Nvidia’s outlook will be a test of its strategy to maintain AI dominance
Insider Activity
In other news, Director John Dabiri sold 3,004 shares of NVIDIA 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 sale, the director owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Colette Kress sold 20,000 shares of NVIDIA stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the sale, the chief financial officer directly owned 83,060 shares in the company, valued at approximately $14,526,363.40. The trade was a 19.41% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 906,336 shares of company stock worth $162,802,518. 4.17% of the stock is owned by company insiders.
Institutional Trading of NVIDIA
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Joule Financial LLC raised its position in NVIDIA by 2.2% in the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after purchasing an additional 50 shares during the period. Spectrum Financial Alliance Ltd LLC raised its position in NVIDIA by 3.8% in the first quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock valued at $243,000 after purchasing an additional 51 shares during the period. Presidio Capital Management LLC raised its position in NVIDIA by 0.4% in the fourth quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock valued at $2,823,000 after purchasing an additional 53 shares during the period. LMG Wealth Partners LLC raised its position in NVIDIA by 0.7% in the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after purchasing an additional 53 shares during the period. Finally, Vision Financial Markets LLC raised its position in NVIDIA by 1.2% in the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.
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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