NVIDIA (NASDAQ:NVDA) Price Target Raised to $345.00

NVIDIA (NASDAQ:NVDA) had its price objective hoisted by Wedbush from $330.00 to $345.00 in a research report released on Thursday morning,Benzinga reports. Wedbush currently has an outperform rating on the computer hardware maker’s stock.

A number of other analysts have also issued reports on NVDA. President Capital lifted their price target on NVIDIA from $280.00 to $295.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Morgan Stanley set a $300.00 price objective on NVIDIA and gave the company an “overweight” rating in a research note on Thursday. DA Davidson set a $335.00 price objective on NVIDIA in a report on Friday, August 21st. Benchmark reaffirmed a “buy” rating on shares of NVIDIA in a research note on Friday, August 21st. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $300.00 price target (up from $275.00) on shares of NVIDIA in a research note on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.61.

NVIDIA Stock Down 4.6%

NVDA opened at $217.55 on Thursday. NVIDIA has a twelve month low of $164.07 and a twelve month high of $236.54. The company has a quick ratio of 2.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The company has a 50-day moving average price of $208.09 and a 200 day moving average price of $200.77. The company has a market cap of $5.24 trillion, a PE ratio of 27.50, a price-to-earnings-growth ratio of 0.42 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping 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 company had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. During the same period in the previous year, the firm posted $1.05 EPS. NVIDIA’s revenue was up 105.9% compared to the same quarter last year. Sell-side analysts expect that NVIDIA will post 9.1 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date is Thursday, September 10th. NVIDIA’s payout ratio is presently 15.31%.

NVIDIA declared that its board has approved a share repurchase plan on Wednesday, May 20th that allows the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board believes its stock is undervalued.

Insider Activity

In related news, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This represents a 14.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,900,500 shares of company stock valued at $410,449,265. 3.94% of the stock is currently owned by insiders.

Institutional Trading of NVIDIA

Several hedge funds have recently made changes to their positions in NVDA. Lifetime Wealth Management P.C. purchased a new position in NVIDIA in the 4th quarter valued at approximately $26,000. Longview Financial Advisors Inc. acquired a new position in shares of NVIDIA in the first quarter worth $27,000. Montgomery Financial Services LLC purchased a new stake in shares of NVIDIA during the second quarter worth $28,000. Longfellow Investment Management Co. LLC increased its position in shares of 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 acquiring an additional 67 shares during the period. Finally, Langley Wealth Management LLC acquired a new stake in shares of NVIDIA in the second quarter valued at $34,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA reported fiscal Q2 revenue of approximately $96.2 billion, up 106% year over year and ahead of Wall Street expectations. Data-center revenue rose 117% to $89 billion, while adjusted EPS of $2.22 also exceeded consensus. The results reinforced that hyperscaler AI spending remains robust. Nvidia rises after signaling longer AI spending runway
• Positive Sentiment: Management guided to roughly $108 billion in fiscal Q3 revenue and indicated that fiscal 2028 sales could grow about 70%, well above the roughly 45% growth analysts had modeled. The forecast has shifted the debate from whether AI demand is slowing to whether NVIDIA and its suppliers can build enough capacity. Nvidia’s 70% growth forecast
• Positive Sentiment: Several analysts raised their NVIDIA price targets following the results, including Wedbush, Truist, RBC and JPMorgan. The upgrades reflect expectations for sustained Blackwell demand, the Vera Rubin product ramp and strong order visibility through fiscal 2028. Wedbush lifts Nvidia price target
• Neutral Sentiment: NVIDIA is reportedly pursuing a roughly $12.9 billion acquisition of open-source AI platform Hugging Face. The deal could expand NVIDIA’s software ecosystem and improve visibility into future AI workloads, but reports indicate terms may not be finalized and the valuation is high relative to Hugging Face’s revenue. Nvidia agrees to buy Hugging Face report
• Negative Sentiment: Investors are locking in gains after NVIDIA’s strong post-earnings rally. The stock’s elevated valuation and proximity to record levels make it vulnerable to short-term profit-taking even though fundamentals remain strong. Nvidia AMD Intel stocks slide as investors take profits
• Negative Sentiment: Gross-margin expectations are moving lower toward roughly 72%–73% as NVIDIA absorbs higher memory, packaging and infrastructure costs. Management also said supply constraints remain significant, potentially limiting how much demand can immediately translate into revenue and cash flow.
• Negative Sentiment: Broader market pressure is coming from a more hawkish Federal Reserve outlook, while NVIDIA’s decision to exclude China data-center compute revenue from its forecast underscores continuing export-control and geopolitical risks. Reports that the company paused some revenue-sharing arrangements with AI cloud providers also raise questions about financing and customer ROI. Nvidia pauses revenue-sharing deals

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.