NVIDIA (NASDAQ:NVDA) Stock Price Up 1.7% – Should You Buy?

Posted by Geri Gentry on Sep 30th, 2026

Shares of NVIDIA Corporation (NASDAQ:NVDA – Get Free Report) rose 1.7% on Monday. The company traded as high as $233.21 and last traded at $228.86. 141,167,517 shares changed hands during trading, a decline of 9% from the average session volume of 154,614,969 shares. The stock had previously closed at $225.07.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Record buyback reinforces management confidence. NVIDIA authorized an additional $150 billion in share repurchases, bringing remaining authorization to approximately $235 billion through fiscal 2028. The plan signals confidence in future cash generation, can reduce the share count and provides potential support during pullbacks. Nvidia’s record buyback shows chipmaker’s stock is too cheap for CEO Huang to resist
Positive Sentiment: AI safety could expand NVIDIA’s addressable market. The company’s Open Agent Safety Platform combines access controls with independent monitoring designed to detect and quarantine rogue AI agents. Investors see safety testing, monitoring and inference workloads as additional demand for NVIDIA-powered computing, networking and software. Nvidia ships an AI safety platform
Positive Sentiment: Policy and infrastructure developments remain favorable. President Donald Trump reportedly defended AI-sector self-regulation at a White House meeting attended by CEO Jensen Huang, reducing near-term fears of restrictive regulation. Separately, Jacobs was selected to deploy a digital twin for NVIDIA’s large U.S. research-and-development data center, highlighting ongoing investment in the company’s infrastructure. Nvidia was the big winner of Trump’s AI lunch
Positive Sentiment: Demand indicators remain robust. Five-year customer agreements involving NVIDIA B300 servers, potential renewed Chinese demand for certain RTX Pro products and expanding data-center capacity support the view that hyperscaler and enterprise AI spending remains strong. NVIDIA’s latest reported quarter also showed triple-digit revenue growth and earnings above consensus.
Neutral Sentiment: Supply-chain bottlenecks are shifting. Rising memory costs may pressure NVIDIA’s gross margins, while advanced packaging, optical networking and connectivity suppliers gain pricing power. TSMC’s accelerated 2-nanometer expansion is constructive for NVIDIA’s future chip supply but underscores its reliance on external manufacturers. Bottlenecking the Future: TSMC Prices Out the Competition
Negative Sentiment: Risks remain around financing and valuation. NVIDIA is reportedly discussing insurance structures for loans backed by its chips to broaden demand among smaller AI-cloud providers. That could expand sales, but also highlights credit and customer-solvency risks. Elevated Treasury yields, competition from custom chips and an unusually high market capitalization could limit further multiple expansion.

Analysts Set New Price Targets

NVDA has been the topic of a number of research analyst reports. KeyCorp reissued an “overweight” rating and set a $330.00 price objective on shares of NVIDIA in a report on Monday, August 24th. Wells Fargo & Company reiterated an “overweight” rating and issued a $315.00 price objective on shares of NVIDIA in a research report on Tuesday, August 11th. KGI Securities increased their price target on shares of NVIDIA from $335.00 to $345.00 in a research report on Thursday, August 27th. Citigroup reissued a “buy” rating and issued a $315.00 price target (up from $300.00) on shares of NVIDIA in a report on Thursday, August 27th. Finally, TD Cowen reissued a “buy” rating on shares of NVIDIA in a research note on Tuesday, August 18th. Four investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $324.14.

Read Our Latest Stock Report on NVIDIA

NVIDIA Trading Down 0.7%

The stock has a market capitalization of $5.48 trillion, a PE ratio of 28.72, a PEG ratio of 1.77 and a beta of 2.22. 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 business’s 50-day moving average is $217.43 and its two-hundred day moving average is $206.62.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings data 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. The company 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%.The firm’s revenue was up 105.9% compared to the same quarter last year. During the same period last year, the company posted $1.05 earnings per share. On average, analysts predict that NVIDIA Corporation will post 9.25 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is presently 12.64%.

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

Insider Buying and Selling at NVIDIA

In other news, CFO Colette Kress sold 34,918 shares of NVIDIA stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. This trade represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy 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 transaction of $6,786,488.00. Following the transaction, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $598,810,648. The trade was a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,766,118 shares of company stock valued at $399,450,353 over the last 90 days. 3.94% of the stock is owned by corporate insiders.

Institutional Trading of NVIDIA

Large investors have recently modified their holdings of the business. J. Stern & Co. LLP boosted its stake in shares of NVIDIA by 13,709.1% during the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $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 2nd quarter valued at $16,156,076,000. Van ECK Associates Corp increased its position in shares of NVIDIA by 34.7% in the 2nd quarter. Van ECK Associates Corp now owns 75,849,721 shares of the computer hardware maker’s stock worth $15,176,771,000 after purchasing an additional 19,522,304 shares during the last quarter. State Street Corp lifted its position in shares of 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 purchasing an additional 15,897,836 shares during the last quarter. Finally, Amundi increased its holdings in NVIDIA by 10.4% in the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock valued at $23,329,141,000 after buying an additional 12,575,177 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

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.