BNP Paribas Exane Forecasts Strong Price Appreciation for NVIDIA (NASDAQ:NVDA) Stock

NVIDIA (NASDAQ:NVDA) had its target price lifted by equities researchers at BNP Paribas Exane from $260.00 to $270.00 in a report issued on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the computer hardware maker’s stock. BNP Paribas Exane’s price objective indicates a potential upside of 52.38% from the company’s current price.

A number of other research firms also recently weighed in on NVDA. Wolfe Research lifted their price target on shares of NVIDIA from $250.00 to $275.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Bank of America raised their price objective on NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday. Barclays reaffirmed a “buy” rating on shares of NVIDIA in a report on Thursday. Argus reissued a “buy” rating and set a $220.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Finally, Wedbush restated an “outperform” rating and issued a $230.00 price target on shares of NVIDIA in a research report on Monday, February 23rd. Four investment 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 company. According to data from MarketBeat.com, NVIDIA presently has an average rating of “Buy” and an average target price of $271.86.

NVIDIA Trading Down 4.2%

NVDA stock opened at $177.19 on Thursday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The company’s 50-day simple moving average is $186.43 and its 200 day simple moving average is $183.86. NVIDIA has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a market capitalization of $4.31 trillion, a PE ratio of 36.16, a price-to-earnings-growth ratio of 0.54 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 110.96%. The business’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.89 EPS. As a group, sell-side analysts anticipate that NVIDIA will post 2.77 earnings per share for the current year.

Insider Activity

In other news, CFO Colette Kress sold 30,500 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $178.11, for a total value of $5,432,355.00. Following the completion of the transaction, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. This represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, 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

Several institutional investors have recently modified their holdings of the stock. Southern Capital Services Inc. ADV acquired a new stake in shares of NVIDIA during the 4th quarter valued at $228,000. Arwa LLC acquired a new stake in shares of NVIDIA during the fourth quarter valued at about $986,000. Instrumental Wealth LLC grew its holdings in shares of NVIDIA by 2.4% during the fourth quarter. Instrumental Wealth LLC now owns 13,682 shares of the computer hardware maker’s stock worth $2,530,000 after purchasing an additional 326 shares during the last quarter. Compass Financial Services Inc increased its stake in shares of NVIDIA by 20.9% in the fourth quarter. Compass Financial Services Inc now owns 1,157 shares of the computer hardware maker’s stock valued at $216,000 after buying an additional 200 shares during the period. Finally, 46 Peaks LLC acquired a new position in shares of NVIDIA in the fourth quarter valued at approximately $385,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and aggressive guidance: NVDA topped estimates and guided to about $78B for the next quarter, reinforcing very strong AI demand and pushing many analysts to lift long‑term forecasts. Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
• Positive Sentiment: Wall Street is raising targets: Multiple firms raised price targets and reiterated buy/outperform views after the quarter, signaling continued analyst confidence in NVDA’s secular AI position. Analyst price target and rating updates
• Positive Sentiment: Strategic ecosystem wins — OpenAI round and partnerships: NVDA was named among corporate backers in a massive OpenAI funding round, which supports continued demand for Nvidia compute. OpenAI’s $110 billion funding round draws investment from Amazon, Nvidia, SoftBank
• Neutral Sentiment: China exposure remains uncertain: Nvidia has secured limited export licenses but says it has not yet generated meaningful China revenue, leaving a material market risk unresolved. Nvidia still hasn’t sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
• Neutral Sentiment: Supply constraints in gaming GPUs: Management warned gaming‑chip shortages may persist into year‑end, a reminder that parts of the business face production/timing risks even as data center demand booms. Nvidia expects gaming chips shortage to last until year-end
• Negative Sentiment: “Sell‑the‑news” and sky‑high expectations: Despite the beat, investors punished the stock because results had been largely priced in and the market is sensitive to any sign growth could decelerate; several outlets noted investors were “left wanting more.” Nvidia earnings showcase a harsh reality for AI stocks: Investors are getting harder and harder to please
• Negative Sentiment: Macro and market‑wide forces: A hot Producer Price Index and rotation out of mega‑cap tech pressured the Nasdaq and amplified NVDA’s pullback even though the company’s fundamentals remain strong. US Equity Indexes Fall This Week as Nvidia’s Blowout Quarterly Results Fail to Stem Broadening Market Leadership
• Negative Sentiment: Heightened competition and long‑term risk debates: Coverage flagged growing competition (custom silicon from hyperscalers, AMD, Broadcom, Google) and investor concerns about sustainability of hyperscaler capex — these narratives amplify volatility around NVDA. Nvidia’s stock wrapping up tough week as Wall Street focuses more on competition than growth

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.