NVIDIA’s (NVDA) Buy Rating Reiterated at Benchmark

Benchmark reiterated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a report issued on Tuesday morning,Benzinga reports. Benchmark currently has a $250.00 target price on the computer hardware maker’s stock.

NVDA has been the subject of several other research reports. Cantor Fitzgerald restated an “overweight” rating and issued a $300.00 price objective on shares of NVIDIA in a research report on Thursday, March 12th. DA Davidson reaffirmed a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research note on Monday, February 23rd. Robert W. Baird upped their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. KeyCorp reissued an “overweight” rating and set a $275.00 price target on shares of NVIDIA in a research note on Monday, February 23rd. Finally, Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $275.40.

NVIDIA Trading Down 0.9%

Shares of NVDA opened at $178.81 on Tuesday. 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 company has a market cap of $4.34 trillion, a price-to-earnings ratio of 36.49, a PEG ratio of 0.61 and a beta of 2.33. The stock has a fifty day moving average price of $184.84 and a two-hundred day moving average price of $184.12. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its 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. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the prior year, the business earned $0.89 earnings per share. The business’s revenue for the quarter was up 73.2% on a year-over-year basis. Analysts predict that NVIDIA will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced 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 of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Insiders Place Their Bets

In related news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the sale, the executive vice president owned 3,318,547 shares in the company, valued at $605,701,198.44. This represents a 8.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Colette Kress sold 20,000 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $3,514,400.00. Following the sale, the chief financial officer directly owned 93,060 shares in the company, valued at $16,352,503.20. The trade was a 17.69% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 798,284 shares of company stock worth $146,064,329. Company insiders own 4.17% of the company’s stock.

Institutional Investors Weigh In On NVIDIA

Large investors have recently modified their holdings of the business. Brighton Jones LLC boosted its stake in NVIDIA by 12.4% in 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 raised its stake in shares of NVIDIA by 1.0% in the 4th 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 purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE lifted its holdings in shares of NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC lifted its holdings in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its position in shares of NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after buying an additional 896 shares during the period. 65.27% of the stock is currently owned by institutional investors.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Elon Musk said SpaceX AI and Tesla will continue buying Nvidia chips at scale — a high-profile customer commitment that supports steady hyperscaler demand. Musk: SpaceX AI, Tesla to keep buying Nvidia chips at scale
• Positive Sentiment: NVIDIA told Reuters it will sell 1 million chips to Amazon by end-2027 under a cloud deal — concrete large-volume orders that underpin multi-year data-center revenue visibility. Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
• Positive Sentiment: Chinese authorities approved H200 AI chip sales to multiple customers and NVIDIA is restarting China‑compliant production — reopening a major addressable market if licenses and logistics hold. Chinese authorities approve Nvidia’s H200 AI chip sales
• Positive Sentiment: Micron’s blowout quarter highlights surging HBM/memory demand for AI GPUs — a supply-chain tailwind that strengthens NVDA’s TAM and margin outlook. Micron’s Mic-Drop Quarter
• Positive Sentiment: Wall Street momentum: multiple firms raised targets or added NVDA to “best ideas” lists (New Street, Rosenblatt, Raymond James, BofA reaffirmations), supporting upside via analyst conviction. NVDA jumps onto New Street’s 2026 Best Ideas list
• Neutral Sentiment: GTC product and strategy slate (Vera Rubin, Vera CPU, software/inference stack, buyback/dividend commitment) broadens monetization but will take quarters to translate into recognized revenue. Nvidia Stock Didn’t Get a GTC Bump
• Negative Sentiment: U.S. prosecutors allege some tech execs smuggled Nvidia chips to China — a legal/regulatory headline that raises compliance and reputational risk. U.S. tech execs smuggled Nvidia chips to China, prosecutors say
• Negative Sentiment: Bear-case coverage and technical selling: pieces warning of large drawdowns and a muted post‑GTC market reaction led some investors to take profits, pressuring the stock today. Nvidia Stock Warning: How NVDA Could Plunge 30% from Here
• Negative Sentiment: Insider/director selling was disclosed this week — a near-term sentiment headwind for some investors. Insider selling SEC filing

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.