NVIDIA (NASDAQ:NVDA) Price Target Raised to $283.00

NVIDIA (NASDAQ:NVDA) had its target price lifted by analysts at Truist Financial from $275.00 to $283.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the computer hardware maker’s stock. Truist Financial’s price objective points to a potential upside of 44.65% from the stock’s current price.

Several other research analysts have also recently issued reports on the company. Benchmark restated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Thursday. President Capital increased their price target on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Susquehanna lifted their target price on shares of NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a research report on Thursday, November 20th. Seaport Research Partners boosted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a report on Thursday. Three equities research 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 company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $271.32.

NVIDIA Stock Up 1.4%

NVIDIA stock opened at $195.64 on Thursday. NVIDIA has a 1-year low of $86.62 and a 1-year high of $212.19. The business has a fifty day moving average price of $186.30 and a 200-day moving average price of $183.88. 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 stock has a market capitalization of $4.75 trillion, a price-to-earnings ratio of 48.55, a PEG ratio of 0.58 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. During the same period last year, the business posted $0.89 earnings per share. The firm’s revenue was up 73.2% compared to the same quarter last year. Equities research analysts forecast that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Activity at NVIDIA

In related news, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction that occurred on 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 transaction, the director owned 7,621,453 shares of the company’s stock, valued at approximately $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 SEC, which is accessible through this hyperlink. Also, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares of the company’s stock, valued at approximately $16,352,503.20. This trade represents a 17.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,610,848 shares of company stock valued at $291,619,375 over the last 90 days. Insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

A number of institutional investors and hedge funds have recently modified their holdings of NVDA. Center for Financial Planning Inc. grew its holdings in NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after buying an additional 367 shares during the last quarter. Atria Investments Inc boosted its position in shares of NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after acquiring an additional 29,479 shares during the period. Svenska Handelsbanken AB publ bought a new stake in shares of NVIDIA in the third quarter valued at approximately $37,316,000. Oak Ridge Investments LLC grew its stake in shares of NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after acquiring an additional 20,559 shares during the last quarter. Finally, Whalen Wealth Management Inc. increased its position in NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after acquiring an additional 6,162 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA News Roundup

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

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.