NVIDIA (NASDAQ:NVDA) Price Target Raised to $330.00

NVIDIA (NASDAQ:NVDA) had its price objective lifted by China Renaissance from $319.00 to $330.00 in a research note issued on Monday,MarketScreener (Pasted) reports. The brokerage currently has a “buy” rating on the computer hardware maker’s stock. China Renaissance’s price target points to a potential upside of 50.43% from the company’s previous close.

NVDA has been the topic of several other research reports. Truist Financial increased their price target on shares of NVIDIA from $307.00 to $346.00 and gave the stock a “buy” rating in a research note on Thursday. TD Cowen reiterated a “buy” rating on shares of NVIDIA in a report on Tuesday, August 18th. Rothschild & Co Redburn raised their target price on NVIDIA from $280.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Robert W. Baird set a $500.00 price target on NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, The Goldman Sachs Group reiterated a “neutral” rating and set a $300.00 price target on shares of NVIDIA in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, forty-nine have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $323.03.

NVIDIA Stock Up 0.8%

NVDA stock traded up $1.82 during mid-day trading on Monday, hitting $219.37. The stock had a trading volume of 59,783,641 shares, compared to its average volume of 159,106,453. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. NVIDIA has a 1-year low of $164.07 and a 1-year high of $236.54. The company has a fifty day moving average of $208.09 and a 200 day moving average of $200.85. The stock has a market capitalization of $5.29 trillion, a price-to-earnings ratio of 27.73, a PEG ratio of 1.71 and a beta of 2.23.

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

NVIDIA declared that its board has approved a share repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

Insider Activity at NVIDIA

In related news, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction that occurred 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 owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This represents a 14.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,900,500 shares of company stock valued at $410,449,265. 3.94% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On NVIDIA

Several large investors have recently bought and sold shares of the stock. State Street Corp lifted its position in shares of NVIDIA by 1.2% in the 4th quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after acquiring an additional 11,451,386 shares during the period. Geode Capital Management LLC raised its stake in shares of NVIDIA by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after purchasing an additional 3,383,441 shares in the last quarter. Norges Bank bought a new position in NVIDIA in the fourth quarter worth $62,244,133,000. Bank of America Corp DE boosted its stake in NVIDIA by 2.2% during the second quarter. Bank of America Corp DE now owns 195,366,864 shares of the computer hardware maker’s stock worth $39,090,956,000 after buying an additional 4,165,875 shares in the last quarter. Finally, Legal & General Group Plc boosted its stake in NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after buying an additional 2,609,560 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: MediaTek investment strengthens AI platform strategy: NVIDIA will invest $3.5 billion in convertible bonds issued by Taiwan-based MediaTek. The companies plan to develop AI platforms spanning data centers, edge computing and automotive applications, while MediaTek adopts NVIDIA’s NVLink Fusion technology for custom chips that can connect to NVIDIA-based AI factories. NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms
• Positive Sentiment: Blowout results and outlook support the rally: NVIDIA reported quarterly revenue of $96.22 billion and EPS of $2.22, exceeding consensus estimates, with revenue more than doubling year over year. Management’s projected approximately 70% revenue growth for fiscal 2028 is well above Wall Street’s prior expectations and reinforces the view that hyperscaler and enterprise AI spending remains robust. Will Nvidia Shock the World and Be the First Company to Reach $1 Trillion in Revenue?
• Positive Sentiment: Institutional and analyst sentiment is favorable: ARK Invest reportedly bought roughly $53 million of NVIDIA shares after earnings, while several analysts and financial publications upgraded the stock or identified it as a preferred AI growth investment. Technical coverage also points to a potential cup-with-handle breakout near a $227.92 buy point. Cathie Wood’s ARK Invest bought $53M of Nvidia stock after earnings
• Positive Sentiment: Broader AI adoption expands demand opportunities: NVIDIA’s Nemotron models are among the AI models validated for Broadcom’s VMware Cloud Foundation, supporting secure, on-premises inference and data-sovereignty use cases. The development could broaden NVIDIA’s enterprise AI reach beyond large cloud providers. Broadcom Announces Leading AI Models Validated for VMware Cloud Foundation
• Neutral Sentiment: The next AI bottleneck may shift to suppliers: Commentary following the earnings report says NVIDIA’s demand remains stronger than its ability to secure components, particularly memory and optical networking. This highlights sustained demand but also suggests future pricing power may accrue to suppliers such as Micron, SanDisk and optical-component companies. Nvidia’s $96 billion quarter revealed a surprising constraint
• Negative Sentiment: Supply constraints could pressure margins: NVIDIA is reportedly guiding gross margins lower because it is paying more to secure scarce components. Although this reflects strong demand, persistent supply costs could limit incremental profitability.
• Negative Sentiment: Insider selling and policy risks remain overhangs: NVIDIA insiders have reportedly sold more than $664 million of stock in 2026, while potential tariffs could raise costs for AI chips and data-center infrastructure. These risks could increase volatility despite the bullish operating outlook. Monster insider trading alert for Nvidia 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.