Rosenblatt Securities Reaffirms “Buy” Rating for NVIDIA (NASDAQ:NVDA)

Posted by Brenda Bartman on Sep 29th, 2026

NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reaffirmed by investment analysts at Rosenblatt Securities in a research note issued on Tuesday, Benzinga reports. They presently have a $390.00 price objective on the computer hardware maker’s stock. Rosenblatt Securities’ price objective would suggest a potential upside of 70.41% from the company’s previous close.

NVDA has been the subject of several other reports. BMO Capital Markets set a $340.00 price objective on NVIDIA and gave the company an “outperform” rating in a research report on Thursday, August 20th. KeyCorp reissued an “overweight” rating and issued a $330.00 price objective on shares of NVIDIA in a research report on Monday, August 24th. Rothschild & Co Redburn increased their price objective on NVIDIA from $300.00 to $325.00 in a research report on Thursday, August 27th. UBS Group set a $300.00 price objective on NVIDIA and gave the company a “buy” rating in a research report on Thursday, August 27th. Finally, Oppenheimer set a $315.00 target price on NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Four investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $324.14.

Get Our Latest Research Report on NVDA

NVIDIA Stock Up 1.7%

NVDA opened at $228.86 on Tuesday. NVIDIA has a 1-year low of $164.27 and a 1-year high of $236.54. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The stock has a market capitalization of $5.52 trillion, a price-to-earnings ratio of 28.93, a P/E/G ratio of 1.74 and a beta of 2.22. The business has a 50 day moving average of $217.03 and a 200-day moving average of $206.33.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $92.27 billion. During the same period in the prior year, the business earned $1.05 earnings per share. NVIDIA’s revenue for the quarter was up 105.9% compared to the same quarter last year. As a group, sell-side analysts anticipate 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 repurchase up to 2.8% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Timothy Teter sold 30,460 shares of NVIDIA stock in a transaction on Monday, September 21st. The stock was sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the transaction, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at approximately $598,810,648. This trade represents a 1.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of the firm’s stock in a transaction on Friday, September 4th. The shares were 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 owned 2,336,531 shares of the company’s stock, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,766,118 shares of company stock valued at $399,450,353. 3.94% of the stock is currently owned by company insiders.

Institutional Trading of NVIDIA

A number of hedge funds and other institutional investors have recently made changes to their positions in NVDA. J. Stern & Co. LLP boosted its holdings in NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock worth $23,454,297,000 after buying an additional 124,849,603 shares during the last quarter. Jupiter Topco LLC bought a new position in NVIDIA during the second quarter worth about $16,156,076,000. Van ECK Associates Corp boosted its holdings in NVIDIA by 34.7% during the second quarter. Van ECK Associates Corp now owns 75,849,721 shares of the computer hardware maker’s stock worth $15,176,771,000 after buying an additional 19,522,304 shares during the last quarter. State Street Corp boosted 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 worth $202,047,568,000 after buying an additional 15,897,836 shares during the last quarter. Finally, Amundi lifted its holdings in shares of NVIDIA by 10.4% during the 1st quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock valued at $23,329,141,000 after purchasing an additional 12,575,177 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA’s board authorized an additional $150 billion in share repurchases, increasing the remaining authorization to approximately $235 billion through fiscal 2028. The move signals management’s confidence in future cash generation and provides ongoing support for earnings per share and the stock. Nvidia adds $150 billion to existing share repurchase plan
Positive Sentiment: NVIDIA launched its open-source Open Agent Safety Platform, designed to monitor AI agents, enforce access controls and stop rogue behavior. Investors may view the platform as a way to strengthen NVIDIA’s software and networking moat while encouraging additional spending on AI testing, inference and security infrastructure. Nvidia releases software platform to stop AI agents from misbehaving
Positive Sentiment: Analyst sentiment remains supportive: Rosenblatt Securities reaffirmed its Buy rating and assigned a $390 price target, implying substantial upside from the referenced market level. Separately, reports that China may permit ByteDance and Alibaba to purchase certain NVIDIA RTX PRO 5500 chips offer a potential incremental demand catalyst. NVIDIA explores insurance shield for chip-backed loans
Positive Sentiment: NVIDIA is reportedly discussing insurance structures for loans backed by its chips, potentially helping smaller “neocloud” operators obtain financing and expanding AI infrastructure demand beyond the largest technology companies.
Neutral Sentiment: Articles highlighting the broader device boom, Starlink expansion and AI infrastructure spending are constructive for the technology ecosystem, but they primarily benefit suppliers such as Qualcomm, STMicroelectronics, Marvell and Lumentum rather than directly changing NVIDIA’s near-term results. Apple, Meta, and SpaceX are driving a device boom
Negative Sentiment: Investors remain alert to NVIDIA’s enormous valuation, the possibility that buybacks create limited per-share value relative to its market capitalization, elevated interest rates and future competition from proprietary chips developed by hyperscalers.

About NVIDIA

(Get Free Report)

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.