Cantor Fitzgerald Reiterates Overweight Rating for NVIDIA (NASDAQ:NVDA)

NVIDIA (NASDAQ:NVDA)‘s stock had its “overweight” rating reissued by equities researchers at Cantor Fitzgerald in a report released on Thursday,Benzinga reports. They presently have a $350.00 price target on the computer hardware maker’s stock. Cantor Fitzgerald’s price target would suggest a potential upside of 59.41% from the company’s previous close.

Several other analysts have also recently weighed in on the company. TD Cowen reissued a “buy” rating and set a $275.00 price objective (up from $235.00) on shares of NVIDIA in a report on Friday, May 15th. Itau BBA Securities reissued a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. Tigress Financial reissued a “strong-buy” rating and set a $360.00 price objective (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. The Goldman Sachs Group reissued a “buy” rating and set a $285.00 price objective (up from $250.00) on shares of NVIDIA in a report on Wednesday. Finally, Fundamental Research set a $218.00 target price on NVIDIA in a research report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $298.58.

NVIDIA Trading Down 1.7%

NASDAQ:NVDA traded down $3.91 on Thursday, hitting $219.56. 106,111,869 shares of the stock were exchanged, compared to its average volume of 169,671,422. The stock has a market capitalization of $5.32 trillion, a price-to-earnings ratio of 44.78, a P/E/G ratio of 0.69 and a beta of 2.25. NVIDIA has a 52 week low of $129.16 and a 52 week high of $236.54. 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’s 50-day moving average price is $194.82 and its 200 day moving average price is $188.75.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.11. The firm had revenue of $81.62 billion during the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same period in the previous year, the business posted $0.81 EPS. On average, equities research analysts forecast that NVIDIA will post 7.85 earnings per share for the current year.

NVIDIA declared that its Board of Directors has initiated a stock buyback plan on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other NVIDIA news, Director John Dabiri sold 3,004 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the sale, the director owned 14,788 shares in the company, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the sale, the director owned 7,399,771 shares in the company, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 906,336 shares of company stock worth $162,802,518 in the last three months. 4.17% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On NVIDIA

Institutional investors have recently bought and sold shares of the company. Lifetime Wealth Management P.C. bought a new stake in NVIDIA in the 4th quarter valued at approximately $26,000. Longview Financial Advisors Inc. bought a new stake in shares of NVIDIA during the 1st quarter worth approximately $27,000. Longfellow Investment Management Co. LLC raised its stake in shares of NVIDIA by 47.9% during 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. Phillip James Consulting Co. bought a new stake in shares of NVIDIA during the 1st quarter worth approximately $40,000. Finally, Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA beat Q1 estimates and reported record revenue growth, with data center sales up sharply as AI demand remained strong. NVIDIA Announces Financial Results for First Quarter Fiscal 2027
• Positive Sentiment: The board approved an additional $80 billion share repurchase program and boosted the dividend from $0.01 to $0.25 per share, signaling confidence and returning more cash to shareholders. NVIDIA Announces Financial Results for First Quarter Fiscal 2027
• Positive Sentiment: Several Wall Street firms raised price targets after the report, reinforcing a still-bullish long-term view on NVIDIA’s AI leadership. Analyst upgrades and price target changes
• Neutral Sentiment: Management introduced new AI products and a broader reporting structure centered on Data Center and Edge Computing, highlighting a longer-term growth story beyond GPUs. NVIDIA Announces Financial Results for First Quarter Fiscal 2027
• Negative Sentiment: The stock is retreating because investors appear to think expectations were already too high, so even “great” results were not enough to spark a bigger rally. Nvidia earnings takeaways
• Negative Sentiment: China remains a concern: NVIDIA said it is not assuming any data center compute revenue from China in Q2, which limits near-term upside from that market. NVIDIA Announces Financial Results for First Quarter Fiscal 2027
• Negative Sentiment: Articles and commentary also pointed to rising competition in AI chips and concern that NVIDIA’s growth pace may be peaking after an extended run. Why Nvidia Stock Is Barely Moving After Earnings Crushed Expectations

NVIDIA Company 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.