Riversedge Advisors LLC Buys 5,773 Shares of NVIDIA Corporation $NVDA

Riversedge Advisors LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 16.2% during the second quarter, HoldingsChannel.com reports. The firm owned 41,423 shares of the computer hardware maker’s stock after buying an additional 5,773 shares during the period. NVIDIA accounts for 1.1% of Riversedge Advisors LLC’s portfolio, making the stock its 14th largest position. Riversedge Advisors LLC’s holdings in NVIDIA were worth $8,288,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Diversified Enterprises LLC grew its holdings in shares of NVIDIA by 44.2% during the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock worth $23,798,000 after purchasing an additional 39,129 shares in the last quarter. Altshuler Shaham Ltd raised its stake in NVIDIA by 6,451.9% in the first quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock valued at $111,134,000 after purchasing an additional 627,510 shares in the last quarter. ASR Vermogensbeheer N.V. lifted its position in NVIDIA by 1.8% during the fourth quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock valued at $591,086,000 after purchasing an additional 54,877 shares during the last quarter. Storen Legacy Partners LLC bought a new stake in NVIDIA during the fourth quarter valued at approximately $1,350,000. Finally, Arrowstreet Capital Limited Partnership grew its stake in NVIDIA by 3.6% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 26,652,420 shares of the computer hardware maker’s stock worth $4,970,704,000 after buying an additional 936,506 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: AI demand remains exceptionally strong. NVIDIA’s recent results showed revenue of approximately $96.2 billion, up 105.9% year over year, while management reportedly sees roughly 70% revenue growth in fiscal 2028. Analysts and investors continue to view the Vera Rubin platform and sustained hyperscaler spending as important long-term catalysts. Nvidia: Unstoppable Momentum As Vera Rubin Platform Takes Off
• Positive Sentiment: NVIDIA is expanding its platform and defending against custom chips. The company’s approximately $3.5 billion convertible-bond investment in MediaTek will support NVLink Fusion and extend NVIDIA technology into custom AI infrastructure, edge computing, PCs and automotive applications. The strategy could keep customers tied to NVIDIA’s networking and CUDA ecosystems as hyperscalers develop proprietary accelerators. Qualcomm rival MediaTek jumps 10% after $3.5 billion Nvidia AI chip deal
• Positive Sentiment: Additional ecosystem demand supports the growth narrative. Anthropic reportedly agreed to a $35 billion cloud-computing deal with NVIDIA-backed Lambda, while NVIDIA-backed SB Energy filed for an IPO. These developments reinforce demand for AI compute and data-center infrastructure, although they also raise questions about interconnected financing. Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda
• Neutral Sentiment: Growth is shifting toward infrastructure bottlenecks. Reports highlight tight supply in memory, optical networking, power and cooling equipment. This validates AI expansion but may redirect some profit to suppliers and make NVIDIA’s own component costs higher. Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom
• Negative Sentiment: Margin and financing concerns are weighing on sentiment. NVIDIA expects higher supply costs to pressure gross margins, while reports that it paused parts of an AI-cloud financing program have revived concerns about circular transactions, credit risk and possible antitrust scrutiny. Nvidia’s Latest ‘Circular’ Deal Might Be Its Most Confusing Yet
• Negative Sentiment: Macro conditions are pressuring high-growth technology stocks. A global bond selloff, higher long-term Treasury yields, expectations of tighter Federal Reserve policy and traditionally weak September seasonality are encouraging investors to reduce exposure to richly valued semiconductor shares. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 885,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the transaction, the director owned 5,207,271 shares in the company, valued at approximately $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 3.94% of the company’s stock.

Analyst Upgrades and Downgrades

NVDA has been the topic of several research reports. Rothschild & Co Redburn raised their price objective on shares of NVIDIA from $300.00 to $325.00 in a research report on Thursday, August 27th. Tigress Financial reiterated a “strong-buy” rating and issued a $425.00 target price (up from $360.00) on shares of NVIDIA in a research report on Wednesday, May 27th. Itau BBA Securities lowered their price target on NVIDIA from $256.00 to $218.00 in a research report on Wednesday, June 24th. Mizuho set a $315.00 price target on NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Finally, Phillip Securities upped their price objective on NVIDIA from $285.00 to $300.00 and gave the stock a “buy” rating in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $324.23.

NVIDIA Stock Down 1.5%

Shares of NASDAQ:NVDA opened at $217.44 on Wednesday. The stock has a market capitalization of $5.24 trillion, a P/E ratio of 27.49, a price-to-earnings-growth ratio of 1.73 and a beta of 2.22. The stock’s 50-day moving average price is $208.68 and its 200-day moving average price is $201.27. 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 Corporation has a 12-month low of $164.07 and a 12-month high of $236.54.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.NVIDIA’s revenue for the quarter was up 105.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.05 EPS. On average, equities analysts anticipate that NVIDIA Corporation will post 9.1 earnings per share for the current year.

NVIDIA announced that its Board of Directors has initiated a share repurchase program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

NVIDIA Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be given a $0.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.5%. NVIDIA’s payout ratio is presently 12.64%.

NVIDIA 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.