NVIDIA (NASDAQ:NVDA) Given New $275.00 Price Target at New Street Research

NVIDIA (NASDAQ:NVDA) had its price target dropped by stock analysts at New Street Research from $307.00 to $275.00 in a report released on Tuesday,MarketScreener reports. The firm presently has a “buy” rating on the computer hardware maker’s stock. New Street Research’s target price suggests a potential upside of 56.51% from the company’s current price.

Several other equities research analysts also recently weighed in on the company. Rosenblatt Securities reaffirmed a “buy” rating and issued a $325.00 target price on shares of NVIDIA in a research report on Monday, March 23rd. Stifel Nicolaus set a $250.00 target price on NVIDIA in a report on Thursday, January 8th. Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Raymond James Financial increased their price objective on shares of NVIDIA from $291.00 to $323.00 and gave the company a “strong-buy” rating in a research report on Thursday, March 19th. Finally, Barclays reiterated a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus target price of $275.25.

NVIDIA Stock Up 0.8%

Shares of NASDAQ:NVDA traded up $1.31 during midday trading on Tuesday, hitting $175.71. 42,475,632 shares of the company’s stock traded hands, compared to its average volume of 179,016,219. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The company has a market cap of $4.27 trillion, a PE ratio of 35.88, a P/E/G ratio of 0.55 and a beta of 2.33. The firm’s fifty day moving average price is $182.92 and its two-hundred day moving average price is $184.28. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the firm earned $0.89 EPS. The firm’s quarterly revenue was up 73.2% compared to the same quarter last year. On average, equities research analysts anticipate that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the sale, the executive vice president owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares in the company, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,401,616 shares of company stock valued at $253,555,407 in the last three months. Corporate insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in NVDA. Old North State Trust LLC increased its stake in NVIDIA by 4.6% during the fourth quarter. Old North State Trust LLC now owns 49,301 shares of the computer hardware maker’s stock valued at $9,195,000 after purchasing an additional 2,155 shares during the last quarter. J. Derek Lewis & Associates Inc. acquired a new stake in shares of NVIDIA during the fourth quarter worth $5,213,000. Up Capital Management Inc. bought a new position in shares of NVIDIA in the 4th quarter worth about $27,738,000. Purpose Unlimited Inc. acquired a new position in shares of NVIDIA in the 4th quarter valued at about $193,047,000. Finally, Painted Porch Advisors LLC boosted its holdings in shares of NVIDIA by 2.9% in the 4th quarter. Painted Porch Advisors LLC now owns 2,192 shares of the computer hardware maker’s stock valued at $409,000 after buying an additional 61 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment and partnership with Marvell to expand its NVLink Fusion AI ecosystem — seen as a move to lock in third?party silicon partners and broaden NVIDIA’s rack?scale AI platform. Marvell jumps as Nvidia invests $2B; companies announce strategic partnership
• Positive Sentiment: NVIDIA has committed multiple large investments across the AI supply chain (Marvell, Synopsys, Lumentum, Nokia, Nebius, OpenAI, Intel), signaling management is buying strategic influence and helping secure long?term demand for NVIDIA GPUs. Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
• Positive Sentiment: Benchmark reaffirmed a “buy” on NVDA with a $250 price target, providing an analyst signal of upside vs. current levels that can support buying interest. Benchmark reiterates buy, $250 PT
• Positive Sentiment: Operational wins continue: reports cite NVIDIA supplying GPUs to AWS and expanding commercial partnerships — incremental demand proofs for the data center franchise. NVIDIA to Supply GPUs to AWS
• Neutral Sentiment: Market pieces are debating NVDA valuation and whether recent pullbacks present a buying opportunity; that keeps volatility and mixed flows elevated even as fundamentals remain strong. Evaluating Nvidia (NVDA) Valuation After Recent Share Price Swings
• Neutral Sentiment: Small corporate actions like an upcoming dividend payment are supportive but unlikely to materially move the stock versus the bigger strategic newsflow. Nvidia to pay dividends tomorrow
• Negative Sentiment: IDC data show Chinese chipmakers captured ~41% of China’s AI accelerator server market last year, indicating NVIDIA’s lead is under pressure in a key international market. Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks, IDC says
• Negative Sentiment: Geopolitical/security headlines (Iran IRGC naming NVIDIA among threatened targets) add headline risk and could feed short?term volatility in tech shares. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Technical/market concerns persist after a recent selloff (memory/AI?stock rout, rare multi?quarter share losses) that keeps some investors cautious on timing. AI Memory Rout Wipes 9% Off Nvidia Stock Nvidia Stock Suffers Rare 2?Quarters Loss

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.