NVIDIA (NASDAQ:NVDA) Given Buy Rating at Rosenblatt Securities

Posted by Brenda Bartman on Sep 29th, 2026

NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reissued by research analysts at Rosenblatt Securities in a research note issued on Tuesday, Benzinga reports. They currently have a $390.00 price target on the computer hardware maker’s stock. Rosenblatt Securities’ target price indicates a potential upside of 71.65% from the stock’s current price.

A number of other brokerages have also weighed in on NVDA. Wall Street Zen lowered NVIDIA from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Truist Financial lifted their price objective on NVIDIA from $307.00 to $346.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. UBS Group set a $300.00 price objective on NVIDIA and gave the stock a “buy” rating in a research report on Thursday, August 27th. President Capital lifted their price objective on NVIDIA from $295.00 to $330.00 in a research report on Thursday, August 27th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price objective on shares of NVIDIA in a research report on Monday, August 24th. Four investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, NVIDIA currently has a consensus rating of “Buy” and a consensus target price of $324.14.

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NVIDIA Trading Down 0.7%

NVDA traded down $1.65 on Tuesday, hitting $227.21. 100,012,262 shares of the company were exchanged, compared to its average volume of 154,429,484. The firm has a fifty day simple moving average of $217.43 and a two-hundred day simple moving average of $206.62. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. NVIDIA has a 12 month low of $164.27 and a 12 month high of $236.54. The stock has a market capitalization of $5.48 trillion, a PE ratio of 28.72, a price-to-earnings-growth ratio of 1.74 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.NVIDIA’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same period last year, the company earned $1.05 EPS. Sell-side analysts expect that NVIDIA will post 9.25 earnings per share for the current year.

NVIDIA declared that its Board of Directors has initiated a share buyback plan on Monday, September 28th that authorizes the company to buyback $150.00 billion in shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 2.8% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s management believes its shares are undervalued.

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 622,239 shares of the business’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares in the company, valued at $541,187,310.22. The trade was a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Timothy S. Teter sold 30,460 shares of the business’s stock in a transaction on Monday, September 21st. The stock was sold at an average price of $222.80, for a total value of $6,786,488.00. Following the completion of the transaction, the executive vice president owned 2,687,660 shares of the company’s stock, valued at $598,810,648. This represents a 1.12% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is owned by insiders.

Institutional Trading of NVIDIA

Several large investors have recently modified their holdings of the company. Greenwich Wealth Management LLC grew its holdings in shares of NVIDIA by 0.3% in the second quarter. Greenwich Wealth Management LLC now owns 135,666 shares of the computer hardware maker’s stock worth $27,145,000 after acquiring an additional 383 shares during the period. Envestnet Portfolio Solutions Inc. grew its holdings in NVIDIA by 6.7% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 997,308 shares of the computer hardware maker’s stock valued at $199,533,000 after purchasing an additional 62,828 shares during the period. Envestnet Asset Management Inc. grew its holdings in NVIDIA by 3.7% during the second quarter. Envestnet Asset Management Inc. now owns 23,901,229 shares of the computer hardware maker’s stock valued at $4,782,365,000 after purchasing an additional 856,390 shares during the period. State Street Corp grew its holdings in NVIDIA by 1.6% during the second quarter. State Street Corp now owns 1,009,783,437 shares of the computer hardware maker’s stock valued at $202,047,568,000 after purchasing an additional 15,897,836 shares during the period. Finally, Wellington Altus USA Inc. grew its holdings in NVIDIA by 8.0% during the second quarter. Wellington Altus USA Inc. now owns 14,583 shares of the computer hardware maker’s stock valued at $2,918,000 after purchasing an additional 1,081 shares during the period. Institutional investors own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA’s decision to authorize an additional $150 billion in share repurchases, bringing total remaining authorization to approximately $235 billion through fiscal 2028, signals management’s confidence in future cash flow and could support earnings per share through a lower share count. Nvidia adds $150 billion to existing share repurchase plan
Positive Sentiment: The company launched its Open Agent Safety Platform, including tools to control, monitor and isolate AI agents. Investors may see the initiative as a new software and inference-infrastructure opportunity rather than a constraint on AI spending. NVIDIA launches Open Agent Safety Platform
Positive Sentiment: Demand indicators remain strong. SpaceX is reportedly purchasing more NVIDIA GPUs, Uniserve signed a five-year agreement involving NVIDIA B300 servers, and potential Chinese purchases of RTX PRO 5500 processors could expand the company’s addressable market if approved. SpaceX orders more Nvidia chips
Neutral Sentiment: Analyst optimism persists, including Rosenblatt’s reiterated Buy rating and $390 price target. Commentary also highlights accelerating TSMC 2-nanometer capacity and continued hyperscaler capital spending as longer-term support for NVIDIA’s growth. TSMC prices out the competition
Negative Sentiment: Near-term trading was pressured by rising bond yields and macroeconomic uncertainty, while NVIDIA’s shares consolidated below their recent high after Monday’s buyback-driven advance.
Negative Sentiment: Investors are monitoring higher memory costs and supply-chain bottlenecks that could compress gross margins even as AI revenue grows. A Netlist complaint seeking to restrict imports of Micron memory used in NVIDIA-related AI systems adds a further legal and supply risk. Netlist seeks U.S. import ban on Micron chips
Negative Sentiment: NVIDIA is also exploring insurance structures for chip-backed loans to smaller “neocloud” customers. The effort could broaden demand, but it highlights concerns about financing risk and the ability of emerging customers to support massive AI infrastructure investments. Nvidia turns to insurers to spread risk of AI build-out

About NVIDIA

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NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.