NVIDIA Corporation (NASDAQ:NVDA) Given Average Rating of “Buy” by Analysts

NVIDIA Corporation (NASDAQ:NVDA) has earned a consensus rating of “Buy” from the fifty-three ratings firms that are currently covering the stock, MarketBeat Ratings reports. Two analysts have rated the stock with a hold rating, forty-seven have given a buy rating and four have issued a strong buy rating on the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $275.9478.

NVDA has been the topic of a number of recent analyst reports. Barclays reissued a “buy” rating on shares of NVIDIA in a report on Thursday, February 26th. Morgan Stanley set a $260.00 price target on NVIDIA in a report on Monday, March 2nd. Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a research report on Thursday, February 26th. Macquarie Infrastructure upgraded NVIDIA to an “outperform” rating in a report on Monday, December 29th. Finally, The Goldman Sachs Group set a $250.00 price objective on NVIDIA and gave the stock a “buy” rating in a research report on Wednesday, February 25th.

Insider Buying and Selling at NVIDIA

In other news, CFO Colette Kress sold 42,650 shares of NVIDIA stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the sale, the chief financial officer owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the transaction, the director owned 7,399,771 shares in the company, valued at $1,285,192,227.28. This represents a 2.91% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. 4.17% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Norges Bank purchased a new position in shares of NVIDIA during the fourth quarter valued at approximately $62,244,133,000. J. Stern & Co. LLP grew its stake in shares of NVIDIA by 13,709.1% in the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock worth $23,454,297,000 after buying an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. increased its position in NVIDIA by 896.4% during the 4th quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after buying an additional 70,283,539 shares in the last quarter. Capital Research Global Investors increased its position in NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after buying an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its stake in NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after buying an additional 21,725,326 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

NVIDIA Trading Down 2.2%

Shares of NVDA stock opened at $167.52 on Tuesday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The business has a 50-day moving average of $183.42 and a 200 day moving average of $184.34. The stock has a market capitalization of $4.07 trillion, a PE ratio of 34.19, a P/E/G ratio of 0.56 and a beta of 2.33. NVIDIA has a 1-year low of $86.62 and a 1-year 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 the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter last year, the business earned $0.89 earnings per share. The business’s revenue was up 73.2% on a year-over-year basis. As a group, sell-side analysts anticipate that NVIDIA will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently declared 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. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s payout ratio is 0.82%.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analyst/valuation support: Multiple pieces argue NVDA is trading cheaply vs. its growth profile and some brokers/analysts reiterated buys or raised long‑term estimates, providing a buy‑the‑dip narrative that could attract value buyers. 5 April Buys With Double-Digit Year-End Targets
• Positive Sentiment: Enterprise deployments and partnerships expand demand: NVIDIA’s tech is being embedded across industries (energy partnership with SLB, healthcare deployments and HGX systems for regional AI factories), which supports recurring data‑center GPU demand beyond hyperscalers. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Positive Sentiment: Ecosystem capital: A Reuters report that a Nvidia‑backed startup (Reflection) is seeking a large funding round signals continued investor appetite for NVDA‑adjacent AI ecosystems that can drive future software and services spend tied to NVIDIA hardware. Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports
• Neutral Sentiment: Valuation narrative shifts: Several outlets note NVDA’s forward multiple has compressed (trading near S&P valuation levels), which can be read as either a buying opportunity or a signal that the market is discounting growth — the net impact depends on investor time horizon. Nvidia (NVDA) Stock Trades Below S&P 500 Valuation for First Time in Over a Decade
• Negative Sentiment: Regulatory/export risk: Senators have pushed to pause NVIDIA export licenses after DOJ charges in an alleged AI‑chip diversion/smuggling case — any tighter export controls would directly reduce addressable revenue from China and adjacent markets. Senators Push to Freeze Nvidia Export Licenses
• Negative Sentiment: Legal and reputational headwinds: A revived class‑action/lawsuit environment and separate suits tied to alleged undisclosed revenues or compliance issues increase near‑term legal risk and uncertainty for guidance/controls. Super Micro Computer Hit With Securities Fraud Lawsuit
• Negative Sentiment: Geopolitical/supply‑chain concentration: Analysts warn war risk (Iran/Taiwan tensions) could hit NVDA because most advanced GPUs are manufactured at TSMC in Taiwan; heightened geopolitical risk compresses multiples and prompts sectorwide selling. Nvidia Share Price Could Be Hit Hard By Iran War
• Negative Sentiment: Insider selling and short‑term uncertainty: Director share sales and vocal skeptics (media/pundits warning of dramatic downside) add to near‑term caution and can amplify momentum selling. NVIDIA Director Sells $38.5M in Stock

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.