Shares of NVIDIA Corporation (NASDAQ:NVDA – Get Free Report) have been given an average rating of “Buy” by the fifty-four ratings firms that are presently covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation, forty-six have assigned a buy recommendation and five have given a strong buy recommendation to the company. The average 12 month price objective among analysts that have issued ratings on the stock in the last year is $262.8372.
Several research analysts have recently issued reports on NVDA shares. Jefferies Financial Group restated a “buy” rating and set a $250.00 price objective (up previously from $240.00) on shares of NVIDIA in a report on Thursday, November 20th. Argus reiterated a “buy” rating and issued a $220.00 target price on shares of NVIDIA in a research note on Thursday, November 20th. Rothschild & Co Redburn boosted their price target on NVIDIA from $211.00 to $245.00 and gave the company a “buy” rating in a research note on Monday, November 17th. KeyCorp upped their price target on NVIDIA from $250.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. Finally, JPMorgan Chase & Co. raised their price objective on NVIDIA from $215.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th.
Read Our Latest Report on NVDA
NVIDIA Stock Down 0.1%
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s quarterly revenue was up 62.5% on a year-over-year basis. During the same quarter last year, the company posted $0.81 earnings per share. On average, equities analysts predict that NVIDIA will post 2.77 EPS for the current year.
NVIDIA Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is 0.99%.
Insider Activity
In other NVIDIA news, EVP Debora Shoquist sold 69,840 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $177.85, for a total value of $12,421,044.00. Following the sale, the executive vice president owned 1,424,603 shares of the company’s stock, valued at $253,365,643.55. The trade was a 4.67% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the completion of the transaction, the executive vice president owned 3,818,547 shares of the company’s stock, valued at approximately $717,199,497.54. This represents a 4.98% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,911,474 shares of company stock valued at $349,592,242. 4.17% of the stock is owned by insiders.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NVDA. Brighton Jones LLC grew its position in 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 period. Bank Pictet & Cie Europe AG boosted 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 in the last quarter. Highview Capital Management LLC DE grew its holdings in shares of NVIDIA by 6.7% in 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 during the last quarter. Hudson Value Partners LLC grew its holdings in shares of NVIDIA by 30.7% in 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 during the last quarter. Finally, Wealth Group Ltd. increased its position in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after purchasing an additional 896 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.
Trending Headlines about NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: CES / Rubin product momentum — Investors cheered NVIDIA’s CES reveals (Rubin rack-scale architecture, Vera Rubin lineup and new inference-focused products) because they accelerate enterprise adoption and create higher-margin, platform-level lock‑in that supports longer-term revenue growth. Nvidia Pulls The Timeline Forward: Why Rubin Changes The AI Game
- Positive Sentiment: Potential China sales re-opening — Multiple reports say Beijing may allow limited H200 imports for commercial use; that market could be a multi‑billion dollar tailwind if approvals continue. China to allow limited imports of Nvidia’s H200 chips
- Positive Sentiment: Large customer interest and partner wins — Reports of potential mega orders (Alibaba) and partner deployments (Archer, Super Micro, Eleveight AI, Nebius using Blackwell/ Rubin) signal strong enterprise demand and ecosystem monetization opportunities. Alibaba Steps Up AI Race With Potential Nvidia Mega Order
- Positive Sentiment: Bullish analyst/street coverage — Citi, Evercore and others have reiterated Buy/Outperform ratings and raised price targets after CES and product updates, which supports institutional demand and higher targets. Citi Maintains a Buy on NVIDIA
- Neutral Sentiment: Corporate moves — NVIDIA named its first CMO (Google veteran Alison Wagonfeld). Useful for branding and go‑to‑market as the company expands into “physical AI,” but not an immediate revenue driver. Nvidia Hires Google Veteran as Its First Chief Marketing Officer
- Neutral Sentiment: Sector/market chatter — Coverage highlights NVDA as a core AI play vs. peers (Broadcom, AMD) and notes potential upside from robotaxi and physical AI initiatives; helpful context but mixed timing. Nvidia Vs Broadcom: Which AI Stock To Bet On?
- Negative Sentiment: China execution risk — Reuters and other outlets report NVIDIA is requiring full upfront payments for H200 orders in China as approvals remain uncertain; that reflects demand uncertainty and could suppress near‑term revenue recognition from a large market. Exclusive: Nvidia requires full upfront payment for H200 chips in China
- Negative Sentiment: Short‑term sentiment volatility — Mixed signals on China approvals and recent intra‑day selling after the CES run prompted some profit‑taking; this increases near‑term volatility despite strong long-term fundamentals. Nvidia stock down around 2% as China uncertainty continues to dampen sentiment
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.
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