NVIDIA (NASDAQ:NVDA – Get Free Report) had its target price upped by research analysts at Citigroup from $270.00 to $300.00 in a report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the computer hardware maker’s stock. Citigroup’s price objective indicates a potential upside of 62.42% from the stock’s previous close.
NVDA has been the subject of a number of other research reports. Truist Financial upped their target price on shares of NVIDIA from $275.00 to $283.00 and gave the stock a “buy” rating in a report on Thursday. Rosenblatt Securities upped their price objective on shares of NVIDIA from $245.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday. Stifel Nicolaus set a $250.00 price objective on shares of NVIDIA in a report on Thursday, January 8th. Robert W. Baird upped their price target on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $275.00 price target (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Three investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $271.24.
Get Our Latest Analysis on NVIDIA
NVIDIA Price Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion during 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 firm’s revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.89 EPS. Analysts expect that NVIDIA will post 2.77 EPS for the current year.
Insider Activity at NVIDIA
In related news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the completion of the transaction, the executive vice president directly owned 3,818,547 shares of the company’s stock, valued at approximately $717,199,497.54. The trade was a 4.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,610,848 shares of company stock valued at $291,619,375 over the last ninety days. 4.17% of the stock is owned by insiders.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently added to or reduced their stakes in NVDA. Brighton Jones LLC grew its stake in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG increased its holdings in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE lifted its position in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after acquiring an additional 3,653 shares during the period. Hudson Value Partners LLC boosted its stake in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after acquiring an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. grew its holdings in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.
Trending Headlines about NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Blowout quarter and aggressive guidance. NVDA posted record Q4 revenue and EPS and guided Q1 well above Street expectations, driven by Blackwell/Rubin demand and hyperscaler capex — this is the core bullish case for sustained cash flow and margin expansion. Read More.
- Positive Sentiment: Heavy analyst support and price‑target upgrades. Multiple brokers raised price targets and reiterated buy/outperform ratings after the print (RBC, Bernstein, Truist, Baird, Bank of America), which supports upside over the medium term. Read More.
- Neutral Sentiment: China shipments: incremental progress, limited revenue so far. NVDA got limited approvals/licenses to ship some H200 chips to China but management says it hasn’t yet recognized revenue there — this reduces one tailwind until scale is proven. Read More.
- Neutral Sentiment: Supply dynamics: gaming GPU shortage to persist. Nvidia expects gaming‑GPU shortages through year‑end; for investors this is mixed — it may maintain pricing and margins but limits gaming revenue growth. Read More.
- Negative Sentiment: Stock fell despite the beat — investor expectations and rotation. Many traders sold into the strength: the quarter cleared estimates but investors were “left wanting more” on cadence, sustainability and margin cadence; that profit‑taking and rotation into other names pressured the share price. Read More.
- Negative Sentiment: Concerns about long‑term sustainability, competition and valuation. Media and investors flag risks: hyperscaler capex normalization, rising competition (AMD, Google, Broadcom moves), heavy insider selling and premium multiples — all amplify sensitivity to any slower growth signals. Read More.
- Negative Sentiment: High trading volume and cautious market tone. Volume is elevated and the broader AI/tech trade is volatile — even strong fundamentals can trigger sharp swings when sentiment turns cautious. 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.
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