NVIDIA (NASDAQ:NVDA) Given New $275.00 Price Target at New Street Research

NVIDIA (NASDAQ:NVDA) had its price objective trimmed by New Street Research from $307.00 to $275.00 in a report published on Tuesday morning,MarketScreener reports. The firm currently has a buy rating on the computer hardware maker’s stock.

NVDA has been the subject of several other reports. Sanford C. Bernstein raised their price objective 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. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $300.00 price target on shares of NVIDIA in a research report on Monday, March 23rd. Morgan Stanley set a $260.00 price objective on NVIDIA in a report on Monday, March 2nd. Citigroup increased their price objective on NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Finally, Raymond James Financial raised their target price on NVIDIA from $291.00 to $323.00 and gave the stock a “strong-buy” rating in a research note on Thursday, March 19th. Four research 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 data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $275.25.

NVIDIA Trading Up 1.4%

NVIDIA stock traded up $2.48 during trading on Tuesday, reaching $176.88. 54,908,332 shares of the company were exchanged, compared to its average volume of 179,171,750. The stock’s 50 day simple moving average is $182.92 and its two-hundred day simple moving average is $184.28. The company has a market capitalization of $4.30 trillion, a P/E ratio of 36.13, a PEG ratio of 0.55 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (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 business had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period last year, the company earned $0.89 EPS. The company’s revenue for the quarter was up 73.2% on a year-over-year basis. On average, equities research analysts expect that NVIDIA will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors 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 payout ratio is currently 0.82%.

Insider Activity at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of NVIDIA 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 completion of the transaction, the chief financial officer directly owned 881,387 shares of the company’s stock, valued at $154,145,772.43. The trade was a 4.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,401,616 shares of company stock worth $253,555,407 in the last three months. 4.17% of the stock is owned by company insiders.

Hedge Funds Weigh In On NVIDIA

Institutional investors have recently modified their holdings of the business. Old North State Trust LLC grew its stake in NVIDIA by 4.6% during the 4th quarter. Old North State Trust LLC now owns 49,301 shares of the computer hardware maker’s stock worth $9,195,000 after purchasing an additional 2,155 shares in the last quarter. J. Derek Lewis & Associates Inc. acquired a new stake in NVIDIA in the 4th quarter valued at about $5,213,000. Up Capital Management Inc. purchased a new position in shares of NVIDIA in the 4th quarter valued at about $27,738,000. Purpose Unlimited Inc. purchased a new position in shares of NVIDIA in the 4th quarter valued at about $193,047,000. Finally, Painted Porch Advisors LLC grew its position in shares of NVIDIA by 2.9% during the fourth quarter. Painted Porch Advisors LLC now owns 2,192 shares of the computer hardware maker’s stock worth $409,000 after buying an additional 61 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment and partnership with Marvell to expand its NVLink Fusion AI ecosystem — seen as a move to lock in third‑party silicon partners and broaden NVIDIA’s rack‑scale AI platform. Marvell jumps as Nvidia invests $2B; companies announce strategic partnership
• Positive Sentiment: NVIDIA has committed multiple large investments across the AI supply chain (Marvell, Synopsys, Lumentum, Nokia, Nebius, OpenAI, Intel), signaling management is buying strategic influence and helping secure long‑term demand for NVIDIA GPUs. Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
• Positive Sentiment: Benchmark reaffirmed a “buy” on NVDA with a $250 price target, providing an analyst signal of upside vs. current levels that can support buying interest. Benchmark reiterates buy, $250 PT
• Positive Sentiment: Operational wins continue: reports cite NVIDIA supplying GPUs to AWS and expanding commercial partnerships — incremental demand proofs for the data center franchise. NVIDIA to Supply GPUs to AWS
• Neutral Sentiment: Market pieces are debating NVDA valuation and whether recent pullbacks present a buying opportunity; that keeps volatility and mixed flows elevated even as fundamentals remain strong. Evaluating Nvidia (NVDA) Valuation After Recent Share Price Swings
• Neutral Sentiment: Small corporate actions like an upcoming dividend payment are supportive but unlikely to materially move the stock versus the bigger strategic newsflow. Nvidia to pay dividends tomorrow
• Negative Sentiment: IDC data show Chinese chipmakers captured ~41% of China’s AI accelerator server market last year, indicating NVIDIA’s lead is under pressure in a key international market. Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks, IDC says
• Negative Sentiment: Geopolitical/security headlines (Iran IRGC naming NVIDIA among threatened targets) add headline risk and could feed short‑term volatility in tech shares. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Technical/market concerns persist after a recent selloff (memory/AI‑stock rout, rare multi‑quarter share losses) that keeps some investors cautious on timing. AI Memory Rout Wipes 9% Off Nvidia Stock Nvidia Stock Suffers Rare 2‑Quarters Loss

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.