NVIDIA (NASDAQ:NVDA) Price Target Raised to $300.00

NVIDIA (NASDAQ:NVDA) had its price objective upped by Needham & Company LLC from $270.00 to $300.00 in a report published on Thursday, Marketbeat reports. They currently have a buy rating on the computer hardware maker’s stock.

Several other research firms also recently commented on NVDA. President Capital upped their price target on shares of NVIDIA from $280.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. JPMorgan Chase & Co. lifted their price objective on shares of NVIDIA from $265.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Daiwa Securities Group boosted their price objective on shares of NVIDIA from $215.00 to $255.00 and gave the company an “outperform” rating in a report on Friday, May 22nd. TD Cowen restated a “buy” rating on shares of NVIDIA in a research report on Tuesday, August 18th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $325.00 target price on shares of NVIDIA in a report on Monday, August 24th. Two research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $322.61.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $217.55 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 2.85. The stock’s fifty day moving average price is $208.09 and its two-hundred day moving average price is $200.77. NVIDIA has a one year low of $164.07 and a one year high of $236.54. The firm has a market cap of $5.24 trillion, a price-to-earnings ratio of 27.50, a P/E/G ratio of 0.42 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The firm had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. During the same quarter last year, the business earned $1.05 EPS. The company’s quarterly revenue was up 105.9% compared to the same quarter last year. On average, equities analysts forecast that NVIDIA will post 9.1 EPS for the current year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s dividend payout ratio is 15.31%.

NVIDIA announced that its Board of Directors has authorized a share buyback program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to reacquire up to 1.5% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its stock is undervalued.

Insider Activity at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of the company’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the sale, the director directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Stephen C. Neal sold 15,500 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,900,500 shares of company stock worth $410,449,265 in the last quarter. 3.94% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On NVIDIA

A number of institutional investors have recently modified their holdings of the business. Norges Bank bought a new stake in shares of NVIDIA during the 4th quarter worth $62,244,133,000. J. Stern & Co. LLP grew its position in NVIDIA by 13,709.1% in the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after acquiring an additional 124,849,603 shares during the last quarter. Jupiter Topco LLC bought a new position in NVIDIA in the second quarter valued at about $16,156,076,000. Cardano Risk Management B.V. raised its stake in NVIDIA by 896.4% during the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock worth $14,570,119,000 after acquiring an additional 70,283,539 shares in the last quarter. Finally, Capital Research Global Investors raised its stake in NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA reported fiscal Q2 revenue of approximately $96.2 billion, up 106% year over year and ahead of Wall Street expectations. Data-center revenue rose 117% to $89 billion, while adjusted EPS of $2.22 also exceeded consensus. The results reinforced that hyperscaler AI spending remains robust. Nvidia rises after signaling longer AI spending runway
• Positive Sentiment: Management guided to roughly $108 billion in fiscal Q3 revenue and indicated that fiscal 2028 sales could grow about 70%, well above the roughly 45% growth analysts had modeled. The forecast has shifted the debate from whether AI demand is slowing to whether NVIDIA and its suppliers can build enough capacity. Nvidia’s 70% growth forecast
• Positive Sentiment: Several analysts raised their NVIDIA price targets following the results, including Wedbush, Truist, RBC and JPMorgan. The upgrades reflect expectations for sustained Blackwell demand, the Vera Rubin product ramp and strong order visibility through fiscal 2028. Wedbush lifts Nvidia price target
• Neutral Sentiment: NVIDIA is reportedly pursuing a roughly $12.9 billion acquisition of open-source AI platform Hugging Face. The deal could expand NVIDIA’s software ecosystem and improve visibility into future AI workloads, but reports indicate terms may not be finalized and the valuation is high relative to Hugging Face’s revenue. Nvidia agrees to buy Hugging Face report
• Negative Sentiment: Investors are locking in gains after NVIDIA’s strong post-earnings rally. The stock’s elevated valuation and proximity to record levels make it vulnerable to short-term profit-taking even though fundamentals remain strong. Nvidia AMD Intel stocks slide as investors take profits
• Negative Sentiment: Gross-margin expectations are moving lower toward roughly 72%–73% as NVIDIA absorbs higher memory, packaging and infrastructure costs. Management also said supply constraints remain significant, potentially limiting how much demand can immediately translate into revenue and cash flow.
• Negative Sentiment: Broader market pressure is coming from a more hawkish Federal Reserve outlook, while NVIDIA’s decision to exclude China data-center compute revenue from its forecast underscores continuing export-control and geopolitical risks. Reports that the company paused some revenue-sharing arrangements with AI cloud providers also raise questions about financing and customer ROI. Nvidia pauses revenue-sharing deals

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.