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 reaffirmed by equities research 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’ target price suggests a potential upside of 71.65% from the stock’s previous close.

A number of other research firms also recently commented on NVDA. The Goldman Sachs Group reaffirmed a “buy” rating on shares of NVIDIA in a research note on Thursday, September 10th. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a report on Wednesday, July 8th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $350.00 price target on shares of NVIDIA in a research report on Monday, August 24th. Morgan Stanley set a $300.00 price target on shares of NVIDIA and gave the company an “overweight” rating in a report on Thursday, August 27th. Finally, Evercore set a $465.00 price objective on shares of NVIDIA and gave the company an “outperform” rating in a research note on Thursday, August 27th. Four analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $324.14.

Read Our Latest Report on NVIDIA

NVIDIA Trading Down 0.7%

Shares of NVDA stock traded down $1.65 during mid-day trading on Tuesday, hitting $227.21. 100,012,262 shares of the company’s stock were exchanged, compared to its average volume of 154,429,484. The stock has a market cap of $5.48 trillion, a price-to-earnings ratio of 28.72, a PEG ratio of 1.74 and a beta of 2.22. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. NVIDIA has a fifty-two week low of $164.27 and a fifty-two week high of $236.54. The stock has a 50-day simple moving average of $217.03 and a two-hundred day simple moving average of $206.33.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS 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 firm had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. During the same period in the prior year, the firm posted $1.05 earnings per share. The business’s quarterly revenue was up 105.9% compared to the same quarter last year. Equities analysts expect that NVIDIA will post 9.25 EPS for the current fiscal year.

NVIDIA announced that its board has initiated a share buyback program on Monday, September 28th that allows the company to buyback $150.00 billion in shares. This buyback authorization allows the computer hardware maker to buy up to 2.8% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In related news, EVP Timothy S. Teter sold 30,460 shares of the stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company’s stock, valued at approximately $598,810,648. This represents a 1.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the sale, the director directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,766,118 shares of company stock valued at $399,450,353. 3.94% of the stock is currently owned by corporate insiders.

Institutional Trading of NVIDIA

Institutional investors and hedge funds have recently bought and sold shares of the business. Lifetime Wealth Management P.C. acquired a new stake in NVIDIA in the fourth quarter valued at approximately $26,000. Longview Financial Advisors Inc. purchased a new stake in shares of NVIDIA during 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. Langley Wealth Management LLC purchased a new stake in shares of NVIDIA during the second quarter valued at approximately $34,000. Finally, Phillip James Consulting Co. purchased a new stake in shares of NVIDIA during the first quarter valued at approximately $40,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Record buyback signals management confidence. NVIDIA authorized an additional $150 billion in share repurchases, bringing total remaining authorization to approximately $235 billion through fiscal 2028. The plan could reduce the share count, support earnings per share and signal that CEO Jensen Huang views the stock as attractively valued relative to its cash generation. Nvidia adds $150 billion to existing share repurchase plan
Positive Sentiment: AI demand remains broadening beyond GPUs. SpaceX is reportedly ordering more NVIDIA processors, while Uniserve signed a five-year agreement to provide AI compute services using NVIDIA B300 servers. A separate analysis argues that growing inference workloads should increase demand for networking, CPUs and optical components alongside accelerators. Elon Musk Just Gave Nvidia Investors More Good News
Positive Sentiment: New AI safety software creates another monetization opportunity. NVIDIA launched its Open Agent Safety Platform, combining access controls with independent monitoring designed to contain rogue AI agents. If enterprises adopt stricter testing and monitoring, the initiative could stimulate additional inference and infrastructure spending while strengthening NVIDIA’s software ecosystem. Open Agent Safety Platform
Neutral Sentiment: Potential China sales offer upside but remain uncertain. Reports say Chinese authorities are considering whether companies such as Alibaba and ByteDance can purchase certain NVIDIA processors. Any reopening would expand the addressable market, but export controls and geopolitical policy remain significant variables.
Negative Sentiment: Macro and supply-chain pressures are restraining the shares. Rising Treasury yields are pressuring high-growth technology valuations, while accelerating AI demand is increasing memory and optical-networking costs. NVIDIA may retain less gross profit per dollar of revenue if suppliers gain pricing power. What Nvidia Told Us About the Next Big AI Bottleneck
Negative Sentiment: Legal and financing risks remain watch items. Netlist is seeking a U.S. import ban affecting Micron memory used in NVIDIA-related AI systems, while NVIDIA is reportedly exploring insurance for chip-backed loans to smaller AI infrastructure customers. These developments could introduce supply disruption or credit-exposure concerns.

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.