5,969 Shares in NVIDIA Corporation $NVDA Acquired by Bridgefront Capital LLC

Bridgefront Capital LLC bought a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 5,969 shares of the computer hardware maker’s stock, valued at approximately $1,114,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter worth approximately $40,000. Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA in the third quarter worth approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the second quarter valued at approximately $54,000. 65.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Rothschild & Co Redburn increased their price target on shares of NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Needham & Company LLC restated a “buy” rating and issued a $240.00 price objective on shares of NVIDIA in a research note on Thursday, February 26th. Benchmark reiterated a “buy” rating and set a $250.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. Morgan Stanley set a $260.00 price target on NVIDIA in a report on Monday, March 2nd. Finally, Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $274.21.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia’s GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

NVIDIA Trading Down 1.6%

Shares of NVDA stock opened at $180.25 on Friday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The stock has a fifty day simple moving average of $185.35 and a two-hundred day simple moving average of $184.09. The firm has a market capitalization of $4.38 trillion, a PE ratio of 36.79, a PEG ratio of 0.61 and a beta of 2.33. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business’s revenue was up 73.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.89 earnings per share. On average, analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be paid a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Insiders Place Their Bets

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the sale, the executive vice president directly owned 3,318,547 shares of the company’s stock, valued at $605,701,198.44. This trade represents a 8.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction on 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 SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,267,780 shares of company stock valued at $229,929,215. 4.17% of the stock is owned by company insiders.

NVIDIA 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.