NVIDIA (NASDAQ:NVDA) Given Buy Rating at Benchmark

Posted by Brenda Bartman on Aug 27th, 2026

NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reiterated by research analysts at Benchmark in a note issued to investors on Thursday,Benzinga reports. They currently have a $335.00 price objective on the computer hardware maker’s stock. Benchmark’s price objective would suggest a potential upside of 59.78% from the company’s current price.

Other analysts have also recently issued reports about the company. New Street Research decreased their price objective on NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Wedbush increased their price target on shares of NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Jefferies Financial Group restated a “buy” rating and issued a $300.00 price target (up from $275.00) on shares of NVIDIA in a research note on Thursday, May 21st. Finally, Tigress Financial reissued a “strong-buy” rating and issued a $425.00 target price (up from $360.00) on shares of NVIDIA in a report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $317.03.

View Our Latest Report on NVIDIA

NVIDIA Stock Down 1.6%

NVDA opened at $209.66 on Thursday. The business’s 50-day simple moving average is $207.61 and its 200-day simple moving average is $200.35. The stock has a market capitalization of $5.07 trillion, a P/E ratio of 32.11, a price-to-earnings-growth ratio of 0.42 and a beta of 2.23. 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 has a one year low of $164.07 and a one year high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm’s revenue for the quarter was up 105.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.05 earnings per share. Analysts anticipate that NVIDIA will post 8.8 EPS for the current year.

NVIDIA declared that its Board of Directors has authorized a stock repurchase plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its stock is undervalued.

Insider Transactions at NVIDIA

In related news, Director Mark A. Stevens sold 885,000 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the transaction, the director owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the transaction, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,900,500 shares of company stock valued at $410,449,265. Insiders own 3.94% of the company’s stock.

Institutional Trading of NVIDIA

A number of institutional investors and hedge funds have recently bought and sold shares of NVDA. Lifetime Wealth Management P.C. acquired a new stake in NVIDIA in the 4th quarter valued at $26,000. Longview Financial Advisors Inc. acquired a new stake in NVIDIA in the first quarter valued at approximately $27,000. Montgomery Financial Services LLC purchased a new stake in shares of NVIDIA during the second quarter valued at approximately $28,000. Longfellow Investment Management Co. LLC boosted its stake 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 during the period. Finally, Langley Wealth Management LLC purchased a new stake in NVIDIA during the 2nd quarter worth $34,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Record results exceeded expectations: Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, while non-GAAP EPS of $2.22 topped the $2.09 consensus estimate. Data Center revenue rose 117% to $89.0 billion, and GAAP gross margin was a robust 75%. NVIDIA fiscal second-quarter results
Positive Sentiment: Strong forward outlook: NVIDIA forecast approximately $108 billion in fiscal Q3 revenue, above Wall Street expectations, and indicated roughly 70% fiscal 2028 revenue growth versus analyst expectations near 45%. CEO Jensen Huang said AI infrastructure demand is accelerating and the buildout is “at full steam.” NVIDIA signals longer AI spending runway
Positive Sentiment: Customer demand remains substantial: Amazon Web Services and NVIDIA announced plans to deploy an additional two million GPUs, while the company highlighted production ramps for its Vera Rubin platform and continued hyperscaler adoption. AWS expands NVIDIA GPU order
Positive Sentiment: Analyst support strengthened: Needham raised its price target to $300 and maintained a Buy rating; other firms also lifted targets following the results. Investors continue to view NVDA’s growth and valuation as attractive relative to its earnings trajectory. Needham raises NVIDIA price target
Neutral Sentiment: Potential Hugging Face acquisition: Reports say NVIDIA may acquire open-source AI platform Hugging Face for approximately $12.9 billion to expand its software and developer ecosystem. However, the reports indicate discussions may not be finalized, and the price would represent a substantial premium to Hugging Face’s prior valuation. NVIDIA reportedly agrees to buy Hugging Face
Negative Sentiment: Margins are expected to soften: NVIDIA guided fiscal Q3 gross margin to 74%, below the latest quarter’s 75%, as memory, advanced packaging and power constraints pressure costs. Investors are watching whether higher spending and supply investments could limit profitability.
Negative Sentiment: Risks remain around China, competition and financing: The forecast assumes no Data Center compute revenue from China. Meanwhile, custom chips from OpenAI and Microsoft could gradually reduce hyperscaler reliance on NVIDIA, while the company’s investments and customer-financing initiatives have prompted concerns about circular financing and return on investment. Jensen Huang discusses NVIDIA AI investments

NVIDIA Company Profile

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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.