NVIDIA (NASDAQ:NVDA) Upgraded to “Strong-Buy” at Zacks Research

Posted by George Bondi on Jul 22nd, 2026

Zacks Research upgraded shares of NVIDIA (NASDAQ:NVDA – Free Report) from a hold rating to a strong-buy rating in a report issued on Monday morning,Zacks.com reports.

A number of other analysts have also recently commented on NVDA. Wedbush upped their price target on shares of NVIDIA from $300.00 to $330.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Morgan Stanley set a $288.00 price objective on shares of NVIDIA and gave the company an “overweight” rating in a research note on Thursday, May 21st. Sanford C. Bernstein reissued a “buy” rating on shares of NVIDIA in a report on Monday, June 29th. Wall Street Zen downgraded NVIDIA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Finally, BTIG Research assumed coverage on NVIDIA in a report on Wednesday, April 15th. They issued a “buy” rating for the company. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average target price of $304.26.

Check Out Our Latest Stock Analysis on NVIDIA

NVIDIA Trading Up 2.0%

Shares of NVDA opened at $207.29 on Monday. NVIDIA has a fifty-two week low of $164.07 and a fifty-two week high of $236.54. The business has a 50-day moving average of $209.04 and a 200 day moving average of $195.41. The firm has a market cap of $5.02 trillion, a P/E ratio of 31.74, a price-to-earnings-growth ratio of 0.45 and a beta of 2.21. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company’s revenue was up 85.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.81 earnings per share. As a group, research analysts forecast that NVIDIA will post 8.79 EPS for the current year.

NVIDIA announced that its board has initiated a stock buyback program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

NVIDIA Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were paid a $0.25 dividend. The ex-dividend date was Thursday, June 4th. This represents a $1.00 annualized dividend and a yield of 0.5%. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is currently 15.31%.

Insider Buying and Selling at NVIDIA

In related news, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the sale, the director owned 116,135 shares in the company, valued at approximately $25,053,803.55. This trade represents a 11.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the sale, the director directly owned 14,163 shares of the company’s stock, valued at $3,030,882. This represents a 4.23% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,901,125 shares of company stock valued at $410,583,015 in the last three months. Company insiders own 3.94% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

A number of institutional investors have recently added to or reduced their stakes in NVDA. Brighton Jones LLC increased its position in shares of NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its position in NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE lifted its position in NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC grew its stake in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. grew its stake in NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after buying an additional 896 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA disclosed that its next-generation Rubin AI chips are shipping to customers and that production is underway, reinforcing confidence that the company’s roadmap remains on schedule and competitive versus rivals like AMD and Broadcom. Nvidia Says Rubin AI Chips Are Shipping
Positive Sentiment: The company also unveiled an expansion of its Agent Toolkit with Omniverse libraries, aimed at helping developers build simulation-ready “physical AI” applications for robotics, factories, and autonomous systems. That strengthens NVIDIA’s software ecosystem and could support longer-term demand for its hardware and platforms. NVIDIA Agent Toolkit Expands With New Omniverse Libraries
Positive Sentiment: Investor sentiment was also helped by NVIDIA’s 9.3% stake in Nebius, which signals deeper involvement in AI cloud infrastructure and sparked a broad AI-infrastructure rally that reflects continued confidence in NVIDIA’s influence across the sector. Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Neutral Sentiment: Wall Street commentary remains broadly constructive, with several pieces highlighting NVIDIA as a key AI growth name and a possible leader during earnings season, but these are mostly sentiment drivers rather than new fundamentals. Why Nvidia Stock Can ‘Lead the Charge’ This Earnings Season
Neutral Sentiment: Some articles noted that other AI memory and infrastructure names have been outperforming NVIDIA lately, which is a reminder that the AI trade is broadening beyond NVDA even as it remains a core beneficiary. NVIDIA Isn’t Leading AI Stocks in 2026 – These 2 Are Up Over 180%

About NVIDIA

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NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.