NVIDIA Corporation (NASDAQ:NVDA) Receives Consensus Recommendation of “Buy” from Analysts

Shares of NVIDIA Corporation (NASDAQ:NVDA) have been assigned a consensus recommendation of “Buy” from the fifty-three analysts that are presently covering the stock, Marketbeat reports. Two analysts have rated the stock with a hold rating, forty-seven have issued a buy rating and four have issued a strong buy rating on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $273.6356.

A number of equities analysts have recently weighed in on the company. Barclays reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, February 26th. Morgan Stanley set a $260.00 price objective on shares of NVIDIA in a research report on Monday. Jefferies Financial Group reiterated a “buy” rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Robert W. Baird lifted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Finally, Mizuho set a $275.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a report on Friday, January 9th.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record earnings and data?center dominance — NVDA reported a $68.1B quarter with strong data?center results and bullish multi?year growth commentary, underpinning investor confidence in its platform lead. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Analyst upgrades lift sentiment — Baird and Wedbush have boosted price targets (Baird raised its PT to $300), signaling continued buy?side conviction after the quarter. Baird Raises Price Target on Nvidia (NVDA) Wedbush Raises Nvidia (NVDA) Price Target to $300
• Positive Sentiment: Deepening AI ecosystem exposure — NVDA participated in the massive OpenAI funding and continues to be a central supplier/partner across inference/cloud providers, which supports durable demand for GPUs. Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
• Neutral Sentiment: Management signals a pause on future large private investments — CEO Jensen Huang said the recent $30B OpenAI investment “might be the last” before OpenAI’s IPO, limiting further big equity bets but reducing potential capital deployment uncertainty. Jensen Huang Says Nvidia’s $30 Billion OpenAI Investment ‘Might Be The Last’
• Negative Sentiment: China production pullback weighs on TAM — Reports say NVDA stopped producing H200 chips intended for China and is redirecting TSMC capacity toward Vera Rubin, confirming the company is de?emphasizing near?term China data?center revenue in guidance. This reduces upside in China and highlights regulatory risk. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Negative Sentiment: Tighter export rules could limit global chip sales — U.S. proposals to require licenses for advanced AI chip exports add uncertainty and could restrict NVIDIA’s addressable markets or create compliance frictions. New Export Rules Could Be Coming for AI Chipmakers’ Sales

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $183.32 on Friday. The company’s fifty day moving average is $186.02 and its two-hundred day moving average is $183.87. The company has a market cap of $4.45 trillion, a P/E ratio of 37.41, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. NVIDIA has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.89 earnings per share. Equities analysts expect that NVIDIA will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a dividend of $0.01 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Insider Buying and Selling

In other news, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction dated 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 sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,248,120 shares of company stock worth $225,672,814. Insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA during the 2nd quarter valued at about $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC boosted its position in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the period. Inspire Investing LLC acquired a new position in NVIDIA during the fourth quarter valued at approximately $44,000. Finally, AlphaCentric Advisors LLC bought a new position in shares of NVIDIA in the fourth quarter valued at approximately $45,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Company Profile

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.