NVIDIA Corporation (NASDAQ:NVDA) Receives $307.28 Consensus Price Target from Analysts

NVIDIA Corporation (NASDAQ:NVDA) has been assigned a consensus rating of “Buy” from the fifty-four research firms that are currently covering the stock, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a hold rating, forty-nine have given a buy rating and three have assigned a strong buy rating to the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $308.0062.

NVDA has been the topic of several research reports. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a research report on Thursday, May 21st. Stifel Nicolaus set a $282.00 price objective on NVIDIA and gave the stock a “buy” rating in a research report on Thursday, May 21st. Craig Hallum upped their target price on NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. JPMorgan Chase & Co. increased their target price on NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of NVIDIA in a report on Tuesday, August 11th.

NVIDIA Price Performance

NVIDIA stock opened at $214.75 on Friday. The firm has a market capitalization of $5.20 trillion, a PE ratio of 32.89, a P/E/G ratio of 0.42 and a beta of 2.23. NVIDIA has a 52 week low of $164.07 and a 52 week high of $236.54. The firm’s 50-day simple moving average is $207.47 and its 200 day simple moving average is $199.62. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04.

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

Insider Activity at NVIDIA

In other news, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction dated Thursday, June 18th. The shares were 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 directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the transaction, the director directly owned 14,163 shares in the company, valued at $3,030,882. The trade was a 4.23% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of NVDA. Tanager Wealth Management LLP increased its stake in NVIDIA by 9.5% in the second quarter. Tanager Wealth Management LLP now owns 21,939 shares of the computer hardware maker’s stock valued at $4,390,000 after purchasing an additional 1,912 shares during the last quarter. Washington Trust Advisors Inc. boosted its stake in NVIDIA by 5.7% in the 2nd quarter. Washington Trust Advisors Inc. now owns 188,690 shares of the computer hardware maker’s stock worth $37,755,000 after buying an additional 10,257 shares during the last quarter. Ameritas Advisory Services LLC boosted its stake in NVIDIA by 63.5% in the 2nd quarter. Ameritas Advisory Services LLC now owns 313,129 shares of the computer hardware maker’s stock worth $62,654,000 after buying an additional 121,664 shares during the last quarter. Trevian Wealth Management LLC grew its holdings in NVIDIA by 7.8% in the 2nd quarter. Trevian Wealth Management LLC now owns 5,551 shares of the computer hardware maker’s stock valued at $1,111,000 after buying an additional 404 shares during the period. Finally, Varenne Capital Partners purchased a new stake in NVIDIA in the 2nd quarter valued at about $30,984,000. 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: NVIDIA is reportedly in advanced talks to invest several hundred million dollars in Cloverleaf Infrastructure, a developer of U.S. data-center power and infrastructure. The move could help address the electricity bottleneck limiting AI capacity while strengthening NVIDIA’s role in projects that use its systems. Nvidia in Talks to Invest in Data-Center Power Developer Cloverleaf Infrastructure
• Positive Sentiment: Analyst support remains strong before earnings. BMO named NVIDIA its top semiconductor pick with a $340 price target, while Jefferies reportedly expects revenue to exceed consensus by roughly $3 billion. Consensus forecasts call for approximately $91 billion of quarterly revenue, supported by Blackwell and broader AI infrastructure demand. Nvidia stock dubbed top pick ahead of Q2 earnings
• Positive Sentiment: Reports that SpaceX is standardizing its AI infrastructure on NVIDIA chips reinforce the company’s competitive position and could support demand for its next-generation Vera Rubin platform. NVIDIA is also exploring a potential partnership or acquisition involving South Korean AI-chip designer Rebellions, indicating continued investment in its AI ecosystem. NVIDIA Could Snap up Korean AI Chip Startup Rebellions
• Neutral Sentiment: NVIDIA’s proposed investment in Cloverleaf follows other efforts to finance AI infrastructure and convert future GPU capacity into a financeable asset. The strategy could accelerate deployments, but it also exposes NVIDIA to capital-allocation and customer-financing risks. Nvidia Makes Another Bet on the AI Power Bottleneck
• Negative Sentiment: Investors are weighing possible competitive and product risks. NVIDIA is reportedly testing Rubin Ultra configurations with less high-bandwidth memory than originally planned, while Microsoft is preparing its own Maia 300 AI chip. These developments could raise questions about performance, supply availability and long-term customer diversification. NVIDIA and AMD: Rubin Ultra memory reports
• Negative Sentiment: NVIDIA denied a report that it plans small-batch shipments of a China-specific AI chip by year-end, removing a potential near-term catalyst. Analysts also say any renewed China H200 sales may have only a limited effect on revenue. Nvidia to ship AI chip for China by year-end
• Negative Sentiment: Higher Treasury yields and warnings from investors such as Michael Burry that AI data-center financing may be excessive are adding valuation pressure ahead of a high-expectation earnings event.

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.