NVIDIA (NASDAQ:NVDA) Stock Price Up 3.2% – Should You Buy?

NVIDIA Corporation (NASDAQ:NVDA) shares traded up 3.2% during trading on Wednesday . The stock traded as high as $227.95 and last traded at $224.41. Approximately 153,042,318 shares changed hands during mid-day trading, a decline of 4% from the average session volume of 159,181,719 shares. The stock had previously closed at $217.44.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA reportedly is in advanced discussions to acquire AI platform Hugging Face for approximately $14 billion. The deal could strengthen NVIDIA’s software ecosystem and help extend its competitive advantage beyond GPUs. Why Nvidia’s $14 Billion Hugging Face Deal Would Make Total Sense
• Positive Sentiment: A stronger-than-expected outlook from Dell Technologies provided fresh evidence that hyperscalers and businesses continue to spend heavily on AI data-center infrastructure, supporting demand for NVIDIA’s accelerators and networking products. Why is Nvidia stock up over 4% today?
• Positive Sentiment: NVIDIA and Equinix expanded their partnership around AI inference, targeting enterprise deployments through a distributed inference program. The initiative supports NVIDIA’s strategy to capture growth as AI workloads move from training toward real-time usage. NVIDIA and Equinix Deepen Their AI Inference Partnership
• Positive Sentiment: Analyst Harlan Sur of J.P. Morgan reaffirmed a Buy rating and maintained a $320 price target, citing strong AI-driven growth. Other bullish commentary points to NVIDIA’s first fiscal-2028 revenue-growth outlook of roughly 70%, which was described as supply-constrained rather than demand-constrained. NVIDIA Buy Rating Reaffirmed
• Positive Sentiment: NVIDIA participated in a $125 million funding round for iPronics, whose optical networking technology is designed to connect very large AI-computing clusters. The investment could broaden NVIDIA’s exposure to data-center networking bottlenecks. Spain’s iPronics raises $125 million from Nvidia
• Positive Sentiment: NVIDIA’s strong earnings and large market capitalization made it a major contributor to the broader indexes’ advance, indicating that investors continue to treat the company as a central beneficiary of the AI investment cycle. Nvidia Did the Heavy Lifting for the Major Market Indexes Today
• Neutral Sentiment: AMD is expanding a Saudi Arabian AI buildout with HUMAIN, targeting up to 1 gigawatt of capacity by 2030. The plan highlights growing competition for AI infrastructure spending, although it also confirms the scale of the overall market opportunity. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Reports that Anthropic committed $35 billion to compute through NVIDIA-backed Lambda reinforce demand for NVIDIA systems, but the financing links among NVIDIA, Lambda, data-center operators and AI customers are raising circular-financing concerns. Anthropic signs $35 billion cloud deal
• Negative Sentiment: U.S. Commerce Secretary Howard Lutnick said semiconductor tariffs are coming, reviving concerns about higher costs, supply-chain disruption and potential restrictions affecting NVIDIA’s international business. U.S. Semiconductor Tariffs Are Coming
• Negative Sentiment: Higher Treasury yields and elevated interest-rate expectations remain a valuation risk for high-growth technology stocks, potentially limiting multiple expansion even as NVIDIA’s earnings continue to grow. Wall Street Warns AI Stocks Are Starting to Trade Like Interest-Rate-Sensitive Credit

Analyst Upgrades and Downgrades

NVDA has been the subject of several recent research reports. Citic Securities upped their price objective on NVIDIA from $242.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. DA Davidson restated a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a research note on Thursday, August 27th. Phillip Securities raised their price target on shares of NVIDIA from $285.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday. Morgan Stanley set a $300.00 price objective on shares of NVIDIA and gave the company an “overweight” rating in a report on Thursday, August 27th. Finally, Needham & Company LLC boosted their price objective on shares of NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. Two investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $324.23.

NVIDIA Stock Up 3.2%

The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The firm has a fifty day simple moving average of $208.68 and a 200-day simple moving average of $201.27. The firm has a market cap of $5.41 trillion, a price-to-earnings ratio of 28.37, a P/E/G ratio of 1.73 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period last year, the firm earned $1.05 earnings per share. NVIDIA’s revenue for the quarter was up 105.9% compared to the same quarter last year. As a group, sell-side analysts expect that NVIDIA Corporation will post 9.1 EPS for the current year.

NVIDIA Announces Dividend

The firm also recently announced 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. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA’s payout ratio is currently 12.64%.

NVIDIA announced that its board has authorized a share repurchase plan on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization authorizes the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other news, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 5,207,271 shares in the company, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 3.94% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Montgomery Financial Services LLC purchased a new position in NVIDIA in the 2nd quarter valued at approximately $28,000. Lifetime Wealth Management P.C. purchased a new stake in shares of NVIDIA in the 4th quarter valued at $26,000. Longview Financial Advisors Inc. purchased a new stake in NVIDIA during the first quarter valued at about $27,000. Longfellow Investment Management Co. LLC grew its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the last quarter. Finally, Phillip James Consulting Co. bought a new stake in NVIDIA during the 1st quarter valued at $40,000. Institutional investors own 65.27% of the company’s 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.