NVIDIA (NASDAQ:NVDA) Stock Keeps 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 reaffirmed by stock analysts at Rosenblatt Securities in a report issued on Tuesday, Benzinga reports. They presently have a $390.00 price target on the computer hardware maker’s stock. Rosenblatt Securities’ price objective suggests a potential upside of 71.11% from the stock’s current price.

A number of other research firms also recently issued reports on NVDA. Evercore set a $465.00 price objective on NVIDIA and gave the stock an “outperform” rating in a report on Thursday, August 27th. Daiwa Securities Group decreased their price objective on NVIDIA from $255.00 to $245.00 and set an “outperform” rating for the company in a report on Thursday, September 17th. William Blair reiterated an “outperform” rating on shares of NVIDIA in a report on Tuesday, June 2nd. Raymond James Financial set a $515.00 price objective on NVIDIA and gave the stock a “strong-buy” rating in a report on Thursday, August 27th. Finally, DA Davidson reiterated a “buy” rating and issued a $300.00 price objective on shares of NVIDIA in a report on Thursday, August 27th. Four equities research 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. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $324.14.

Check Out Our Latest Report on NVDA

NVIDIA Trading Down 0.4%

NVDA stock traded down $0.94 on Tuesday, reaching $227.92. The company’s stock had a trading volume of 63,735,796 shares, compared to its average volume of 154,219,906. The business has a fifty day simple moving average of $217.03 and a two-hundred day simple moving average of $206.33. NVIDIA has a 12-month low of $164.27 and a 12-month high of $236.54. The firm has a market cap of $5.49 trillion, a PE ratio of 28.84, a PEG ratio of 1.74 and a beta of 2.22. 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 (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The company had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. During the same quarter last year, the firm posted $1.05 earnings per share. The firm’s revenue was up 105.9% on a year-over-year basis. As a group, research analysts forecast that NVIDIA will post 9.25 EPS for the current year.

NVIDIA announced that its board has approved a stock repurchase program on Monday, September 28th that allows the company to repurchase $150.00 billion in shares. This repurchase authorization allows the computer hardware maker to purchase up to 2.8% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In related news, Director Mark A. Stevens sold 622,239 shares of NVIDIA stock in a transaction dated 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 sale, the director directly owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy S. Teter sold 30,460 shares of the firm’s stock in a transaction dated 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 directly owned 2,687,660 shares in the company, valued at $598,810,648. The trade was a 1.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of NVDA. Lifetime Wealth Management P.C. purchased a new position in shares of NVIDIA during the 4th quarter valued at about $26,000. Longview Financial Advisors Inc. purchased a new position in shares of NVIDIA during the 1st quarter valued at about $27,000. Montgomery Financial Services LLC purchased a new position in shares of NVIDIA during the 2nd quarter valued at about $28,000. Langley Wealth Management LLC purchased a new position in shares of NVIDIA during the 2nd quarter valued at about $34,000. Finally, Phillip James Consulting Co. purchased a new position in shares of NVIDIA during the 1st quarter valued at about $40,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA authorized an additional $150 billion share repurchase, bringing total remaining buyback capacity to approximately $235 billion through fiscal 2028. The move signals management’s confidence in future cash flow, may reduce the share count and suggests NVIDIA believes its valuation is attractive relative to its growth. Nvidia adds $150 billion to existing share repurchase plan
Positive Sentiment: Analysts and investors continue to cite resilient hyperscaler capital spending and persistent demand for AI compute. One analysis estimates NVIDIA could deliver roughly 70% revenue growth in fiscal 2028 and places fair value near $309 per share, while Rosenblatt reiterated a Buy rating with a $390 target. Nvidia: A Deep Analysis About The AI CapEx
Positive Sentiment: NVIDIA launched its Open Agent Safety Platform, combining OpenShell controls with Sentry monitoring to contain rogue AI agents. The initiative could create additional demand for inference, networking and security infrastructure as companies deploy AI more broadly. NVIDIA Open Agent Safety Platform
Positive Sentiment: Potentially favorable developments include reported Chinese interest in purchasing certain NVIDIA processors and continued advanced-node capacity expansion by TSMC, which supports long-term supply for NVIDIA’s next-generation products.
Neutral Sentiment: Investors are increasingly watching networking, memory, optics and CPUs as the next AI bottlenecks. NVIDIA’s commitments to optical suppliers such as Lumentum and Coherent reinforce demand, but rising component costs are expected to pressure gross margins in the near term.
Negative Sentiment: Risks include a Netlist complaint seeking to block imports of Micron memory used in NVIDIA-related AI systems, potential financing risk from efforts to expand chip purchases by smaller “neocloud” customers, elevated interest rates and the longer-term possibility of custom chips reducing NVIDIA’s market share.

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.