NVIDIA (NASDAQ:NVDA) Given Buy Rating at UBS Group

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reaffirmed by investment analysts at UBS Group in a report issued on Monday,MarketScreener reports.

Several other research firms have also recently commented on NVDA. Seaport Global Securities boosted their price objective on shares of NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research report on Monday, November 17th. President Capital upped their price objective on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Arete Research boosted their target price on NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a research note on Tuesday, November 25th. Benchmark upped their price target on NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of NVIDIA from $180.00 to $215.00 and gave the company a “hold” rating in a report on Thursday, November 20th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $262.14.

NVIDIA Trading Down 2.1%

NASDAQ NVDA opened at $186.55 on Monday. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The firm has a market cap of $4.53 trillion, a P/E ratio of 46.32, a P/E/G ratio of 0.93 and a beta of 2.29. The stock’s 50-day moving average is $186.12 and its 200-day moving average is $177.01.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping the consensus estimate of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business’s quarterly revenue was up 62.5% on a year-over-year basis. During the same period last year, the company posted $0.81 EPS. Sell-side analysts anticipate that NVIDIA will post 2.77 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director A Brooke Seawell sold 12,728 shares of NVIDIA stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $183.93, for a total transaction of $2,341,061.04. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,086,474 shares of company stock worth $382,482,492 in the last 90 days. 4.17% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On NVIDIA

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NVDA. Kingstone Capital Partners Texas LLC lifted its position in NVIDIA by 267,959.7% during the second quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock worth $64,976,521,000 after acquiring an additional 382,231,120 shares during the last quarter. Norges Bank bought a new position in shares of NVIDIA during the second quarter worth approximately $51,386,863,000. Nuveen LLC bought a new position in shares of NVIDIA during the first quarter worth approximately $15,089,414,000. Goldman Sachs Group Inc. lifted its holdings in NVIDIA by 123.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock worth $20,374,921,000 after purchasing an additional 103,889,872 shares during the last quarter. Finally, Capital Research Global Investors boosted its stake in NVIDIA by 16.1% in the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares during the period. 65.27% of the stock is owned by institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Groq licensing deal strengthens NVDA’s inference roadmap and reduces a key competitive threat — market reaction sees this as confirmation NVDA will own more of the full AI stack, boosting long-term moat and revenue opportunities. Read More.
• Positive Sentiment: Wall Street remains bullish — multiple firms have reiterated Buy/Outperform ratings and raised targets, underpinning demand and supporting confidence in NVDA’s growth trajectory. Read More.
• Positive Sentiment: Macro/sector tailwinds: MarketBeat and others flag that Q4/Q1 earnings season and continued AI spending (GPUs, HBM memory, data-center capacity) should be bullish for NVDA’s revenue and margins going into 2026. Strong guidance expectations are a near-term upside catalyst. Read More.
• Positive Sentiment: Signs of China demand easing — reports that H200 shipments to China could resume and capacity expansion prospects buoy revenue visibility for a large end market. This can materially lift forward bookings if confirmed. Read More.
• Neutral Sentiment: Internal moves: NVDA reorganized its cloud division — operational tweaks can be positive longer term but are unlikely to drive big near-term share moves on their own. Read More.
• Negative Sentiment: Completed $5B Intel private-placement stake — NVDA finished buying ~214.7M Intel shares at $23.28; markets penalized the stock (shares slipped after the filing) because the purchase uses cash and raises questions about capital allocation and strategic focus. Read More.
• Negative Sentiment: Heavy insider selling in 2025 — reports show insiders sold over $1B of NVDA stock during the year (Quiver/Finbold summaries highlight large CEO and executive sales). That volume is often read as profit-taking and can sap short-term sentiment. Read More.
• Negative Sentiment: Not all investors agree — high-profile short positions (e.g., Michael Burry) and critical press pieces underscore that some are betting against NVDA, adding volatility and downside pressure amid an expensive valuation. Read More.

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.