Barclays Reiterates “Buy” Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reissued by equities researchers at Barclays in a report issued on Thursday,MarketScreener reports.

A number of other research analysts have also commented on the company. UBS Group set a $400.00 price target on NVIDIA in a research report on Monday. Oppenheimer reaffirmed an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a research report on Thursday, November 20th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a report on Tuesday. The Goldman Sachs Group set a $250.00 target price on shares of NVIDIA and gave the stock a “buy” rating in a report on Wednesday. Finally, BNP Paribas Exane boosted their price target on NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a report on Tuesday, November 18th. 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 stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $271.32.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $195.64 on Thursday. The stock’s 50-day simple moving average is $186.30 and its two-hundred day simple moving average is $183.88. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. The firm has a market capitalization of $4.75 trillion, a P/E ratio of 48.55, a P/E/G 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 quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.89 EPS. As a group, equities analysts anticipate that NVIDIA will post 2.77 EPS for the current fiscal year.

Insiders Place Their Bets

In other NVIDIA news, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total value of $36,008,000.00. Following the transaction, the executive vice president owned 3,618,547 shares of the company’s stock, valued at $651,483,201.88. This represents a 5.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were 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 owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,610,848 shares of company stock valued at $291,619,375. Corporate insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Joule Financial LLC raised its position in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after acquiring an additional 50 shares during the period. Presidio Capital Management LLC raised its position in shares of NVIDIA by 0.4% during the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock worth $2,823,000 after purchasing an additional 53 shares during the last quarter. LMG Wealth Partners LLC lifted its stake in NVIDIA by 0.7% in the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after buying an additional 53 shares in the last quarter. Vision Financial Markets LLC increased its stake in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after buying an additional 53 shares in the last quarter. Finally, Websterrogers Financial Advisors LLC raised its holdings in shares of NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after acquiring an additional 54 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NVIDIA

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.