NVIDIA (NASDAQ:NVDA) Stock Price Up 1.6% – Time to Buy?

NVIDIA Corporation (NASDAQ:NVDA)’s share price shot up 1.6% during mid-day trading on Monday . The stock traded as high as $188.88 and last traded at $183.22. 214,810,123 shares were traded during trading, an increase of 19% from the average session volume of 180,460,172 shares. The stock had previously closed at $180.25.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management outlined a multi‑year addressable market — purchase orders for Blackwell and Vera Rubin systems could top $1 trillion through 2027, reinforcing a massive revenue runway for data‑center and inference hardware. Reuters: $1T Sales Opportunity
• Positive Sentiment: GTC product stack expands monetization beyond GPUs — new Vera Rubin platform, Vera CPU, Dynamo inference OS and NemoClaw/OpenClaw tools push NVDA deeper into inference, agentic AI and software‑driven services (higher margin pathways). NVIDIA Vera Rubin DSX Release
• Positive Sentiment: China market reopening: sources/management say approvals are in place for H200 sales and production is being restarted — that unlocks a large addressable market if export/licensing and tariffs remain manageable. Reuters: China Approves H200 Sales
• Positive Sentiment: Capital return policy and analyst backing — management signaled returning ~50% of free cash flow via buybacks/dividends and multiple firms reaffirmed/raised targets, supporting longer‑term shareholder value. Finbold: 50% FCF Return Plan
• Neutral Sentiment: Broad ecosystem momentum: many partners (automakers, cloud, optics suppliers) announced Vera/Hyperion integrations — supports scale but revenue recognition and timing vary across deals. Proactive: Analysts Bullish After GTC
• Negative Sentiment: Market reaction has been muted: shares traded sideways/edged lower after the keynote as investors wanted clearer timelines for order fulfillment, margins and model economics — that caution is pressuring the stock in the short term. Invezz: Stock Fails To Rally
• Negative Sentiment: Insider selling and profit‑taking: recent director sale disclosures and heavy institutional churn contribute to near‑term selling pressure and sentiment headwinds. SEC Filing: Director Sale
• Negative Sentiment: Geopolitical and competitive risks — tariffs/US export rules, potential 25% tariff scenarios for China sales, and growing in‑house hyperscaler/competitor chips are execution risks that could delay or compress the upside. 24/7 Wall St.: China Win But Tariff Risk

Analysts Set New Price Targets

NVDA has been the subject of several recent analyst reports. William Blair set a $300.00 price objective on shares of NVIDIA in a research report on Thursday, March 12th. Wall Street Zen raised shares of NVIDIA from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Citigroup increased their price target on NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Weiss Ratings reissued a “buy (b-)” rating on shares of NVIDIA in a research report on Monday, December 29th. Finally, Arete Research upped their target price on NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. 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’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $274.30.

NVIDIA Price Performance

The business has a 50-day moving average of $185.14 and a 200 day moving average of $184.18. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $4.38 trillion, a P/E ratio of 36.82, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company’s quarterly revenue was up 73.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.89 earnings per share. On average, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share 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 dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s payout ratio is 0.82%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the transaction, the director directly 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the transaction, the director owned 14,788 shares of the company’s stock, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,020,784 shares of company stock worth $186,152,154. Corporate insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

Institutional investors and hedge funds have recently modified their holdings of the stock. Lifetime Wealth Management P.C. purchased a new stake in shares of NVIDIA in the fourth quarter valued at about $26,000. Winnow Wealth LLC purchased a new position in NVIDIA during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC grew its position in 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 in the last quarter. Spurstone Advisory Services LLC purchased a new stake in NVIDIA in the 2nd quarter valued at about $40,000. Finally, Inspire Investing LLC purchased a new stake in NVIDIA in the 4th quarter valued at about $44,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

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.