NVIDIA (NASDAQ:NVDA) Trading Up 2% – Time to Buy?

NVIDIA Corporation (NASDAQ:NVDA)’s stock price shot up 2% during trading on Wednesday . The stock traded as high as $181.22 and last traded at $178.68. 161,830,238 shares changed hands during trading, a decline of 10% from the average session volume of 180,171,953 shares. The stock had previously closed at $175.20.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analyst bullish view — A Seeking Alpha piece frames the recent pullback as a buying opportunity, arguing durable inference demand from agentic AI, CUDA lock‑in and conservative multiples still support mid‑teens returns over the decade. Nvidia’s Recent Correction Is An Opportunity, Not A Warning
• Positive Sentiment: Valuation/market context — MarketBeat highlights NVDA as “too cheap to ignore” in a list of April buys, noting depressed multiples vs. growth and broad analyst buy‑bias that could support a rebound. 5 April Buys With Double-Digit Year-End Targets
• Positive Sentiment: Customer / partner traction — SLB expanded its AI partnership with NVIDIA for energy sector deployments, which is a concrete enterprise use case that adds near‑term GPU demand outside hyperscalers. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Neutral Sentiment: Product/PR friction — New DLSS‑5 gaming tech drew consumer pushback over character changes; this is reputational/PR noise rather than a material revenue issue but could affect gaming sentiment. Nvidia’s new AI tool is giving female game characters a makeover—and gamers are pushing back
• Neutral Sentiment: Ecosystem funding — Reuters/WSJ report that Nvidia‑backed startup Reflection is raising large capital to build open‑source models; positive for the NVDA ecosystem but not immediate revenue. Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports
• Negative Sentiment: Regulatory risk — Senators have urged a freeze of NVIDIA export licenses after DOJ charges in an alleged chip diversion case; any export restrictions to China/Southeast Asia would materially hit sales and require close monitoring. Senators Push to Freeze Nvidia Export Licenses
• Negative Sentiment: Insider selling & optics — Multiple disclosures show heavy insider selling (including a director sale), which can weigh on sentiment even if sales are for diversification/liquidity. NVIDIA (NASDAQ:NVDA) Director Sells $38,501,729.76 in Stock
• Negative Sentiment: Legal scrutiny — Reports of a revived class‑action and a separate suit over undisclosed crypto‑mining revenue raise litigation risk and potential distractions for management. Nvidia faces lawsuit over $1 billion in undisclosed crypto mining revenue

Analyst Ratings Changes

A number of brokerages have issued reports on NVDA. Robert W. Baird raised their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a research note on Thursday, February 26th. Oppenheimer restated an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. JPMorgan Chase & Co. upped their price objective on NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Thursday, February 26th. Finally, Rothschild & Co Redburn raised their target price on NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $275.95.

NVIDIA Trading Down 2.2%

The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The stock has a market capitalization of $4.07 trillion, a P/E ratio of 34.19, a price-to-earnings-growth ratio of 0.60 and a beta of 2.33. The company has a fifty day simple moving average of $183.80 and a two-hundred day simple moving average of $184.25.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $65.56 billion. During the same quarter last year, the firm posted $0.89 earnings per share. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. On average, sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the transaction, the executive vice president directly owned 3,018,547 shares of the company’s stock, valued at approximately $550,130,190.75. This represents a 9.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Colette Kress sold 42,650 shares of the stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $7,459,058.50. Following the transaction, the chief financial officer owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. This trade represents a 4.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,401,616 shares of company stock valued at $253,555,407 over the last quarter. 4.17% of the stock is currently owned by corporate insiders.

Institutional Trading of NVIDIA

Hedge funds and other institutional investors have recently made changes to their positions in the business. Brighton Jones LLC increased its position in shares of NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG increased its position in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE raised its stake 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 worth $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC raised 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 purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted 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 valued at $715,000 after buying an additional 896 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

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.