NVIDIA (NASDAQ:NVDA) Stock Price Expected to Rise, BNP Paribas Exane Analyst Says

NVIDIA (NASDAQ:NVDA) had its price target hoisted by analysts at BNP Paribas Exane from $260.00 to $270.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm presently has an “outperform” rating on the computer hardware maker’s stock. BNP Paribas Exane’s price target would indicate a potential upside of 38.01% from the company’s previous close.

A number of other research analysts also recently weighed in on NVDA. Weiss Ratings reissued a “buy (b-)” rating on shares of NVIDIA in a research report on Monday, December 29th. Cantor Fitzgerald restated an “overweight” rating on shares of NVIDIA in a research report on Monday. Arete Research increased their price objective on NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. William Blair reaffirmed an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research note on Thursday, November 20th. Three analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $271.32.

NVIDIA Stock Performance

NASDAQ NVDA opened at $195.64 on Thursday. The company has a 50-day simple moving average of $186.30 and a two-hundred day simple moving average of $183.88. NVIDIA has a 12-month low of $86.62 and a 12-month high of $212.19. The firm has a market cap of $4.75 trillion, a price-to-earnings ratio of 48.55, a PEG ratio of 0.58 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the previous year, the firm earned $0.89 earnings per share. The firm’s revenue for the quarter was up 73.2% on a year-over-year basis. On average, equities analysts forecast that NVIDIA will post 2.77 EPS for the current year.

Insider Buying and Selling at NVIDIA

In other news, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Debora Shoquist sold 80,000 shares of NVIDIA stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $178.90, for a total transaction of $14,312,000.00. Following the completion of the sale, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. This trade represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,610,848 shares of company stock worth $291,619,375. 4.17% of the stock is owned by company insiders.

Institutional Investors Weigh In On NVIDIA

A number of large investors have recently made changes to their positions in the company. State Street Corp increased its stake in shares of NVIDIA by 1.2% in the 4th quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after purchasing an additional 11,451,386 shares in the last quarter. Geode Capital Management LLC grew its holdings in NVIDIA by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after purchasing an additional 3,383,441 shares during the period. Norges Bank bought a new position in shares of NVIDIA in the fourth quarter worth about $62,244,133,000. Bank of America Corp DE raised its stake in shares of NVIDIA by 1.5% in the fourth quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock worth $34,909,347,000 after buying an additional 2,849,678 shares during the period. Finally, Legal & General Group Plc lifted its position in shares of NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after buying an additional 2,609,560 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and strong guidance — NVIDIA posted Q4 revenue of $68.1B (up 73% y/y), Data Center revenue of $62.3B, and beat EPS estimates; management guided Q1 FY27 revenue around $78B, signaling continued AI-driven demand. NVIDIA Press Release — Q4 & FY26 Results
• Positive Sentiment: Product leadership and strategic partnerships — new Vera Rubin platform and continued Blackwell momentum plus multi?year partnerships (Meta, AWS, Microsoft, etc.) underpin longer?term pricing/power advantage in AI inference and training. CNBC — Vera Rubin & Forecast
• Positive Sentiment: Big shareholder returns and balance?sheet optionality — $41.1B returned in FY26, $58.5B remaining buyback authorization and a token dividend; supports buyback-driven EPS tailwind. NVIDIA Press Release — Shareholder Returns
• Neutral Sentiment: Analysts refresh targets — Wall Street quickly updated price targets and ratings (mostly positive), which supports consensus estimates but leaves room for dispersion in 12?month views. Finbold — Analyst Updates After Earnings
• Neutral Sentiment: Market positioned for strong numbers — options/futures activity shows this earnings run was widely expected, leaving less room for a big post?earnings move (traders priced in a small swing). Reuters — Futures Muted After NVDA Results
• Negative Sentiment: Investors shrug despite the beat — coverage notes the stock barely rallied because broader AI/tech sentiment, rotation and “stock fatigue” limit upside even on excellent fundamentals. That dampens immediate upside. Barron’s — Why NVDA Isn’t Rallying
• Negative Sentiment: Competition and ecosystem diversification — large hyperscalers are diversifying (notably Meta’s big AMD deal), which could cap NVDA’s pricing power and future share gains in certain deployments. MarketBeat — Meta Invests in AMD Chips
• Negative Sentiment: Geopolitics & China exposure — management says it has yet to record H200/China revenue and is excluding China in outlook; export controls and lack of China sales add execution/visibility risk to future growth. CNBC — Nvidia, China Chip Sales and Export Controls
• Negative Sentiment: Valuation and insider activity — NVDA’s premium multiple and notable insider selling (reported by data aggregators) leave some investors cautious even as earnings accelerate. QuiverQuant — Post?Earnings Moves & Insider Activity

About NVIDIA

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.