NVIDIA Corporation (NASDAQ:NVDA) Stock Has Average Price Target of $321.89

Shares of NVIDIA Corporation (NASDAQ:NVDA) have earned a consensus recommendation of “Buy” from the fifty-five analysts that are covering the company, Marketbeat.com reports. One equities research analyst has rated the stock with a hold rating, forty-nine have assigned a buy rating and five have given a strong buy rating to the company. The average 12-month target price among brokers that have covered the stock in the last year is $321.89.

Several research analysts have commented on NVDA shares. Itau BBA Securities cut their target price on NVIDIA from $256.00 to $218.00 in a report on Wednesday, June 24th. DZ Bank restated a “buy” rating on shares of NVIDIA in a research report on Wednesday, August 26th. The Goldman Sachs Group reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, September 10th. Evercore set a $465.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research report on Thursday, August 27th. Finally, DA Davidson reissued a “buy” rating and set a $300.00 target price on shares of NVIDIA in a research report on Thursday, August 27th.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: New RTX Spark laptops expand NVIDIA’s addressable market. Systems from ASUS, Dell, HP, Lenovo, Microsoft and MSI are now available starting at $2,599, combining Blackwell graphics, up to 128GB of memory and local AI capabilities. The launch could create a new consumer and developer revenue stream beyond data centers. NVIDIA RTX Spark PCs Available Today
• Positive Sentiment: Automotive and enterprise adoption continues. Volvo expanded its partnership with NVIDIA for automated-driving systems, while Adobe is integrating NVIDIA technology across Photoshop, Premiere and other creative tools. These agreements support longer-term demand for NVIDIA hardware and software. Volvo Cars expands automated driving partnership
• Positive Sentiment: Supply-chain investment and customer deployments remain strong. Taiwan is reportedly considering as much as $4 billion for Texas industrial parks serving NVIDIA suppliers, and customers continue deploying Blackwell systems. The developments reinforce demand, although they may take time to affect revenue. Taiwan Texas industrial parks
• Neutral Sentiment: NVIDIA is broadening its software and AI-model ecosystem. Paid offerings such as AI Enterprise and Mission Control, along with Nemotron open models and partnerships with AI startups, could make earnings less dependent on hardware. However, the articles provide no near-term financial contribution.
• Negative Sentiment: AI financing concerns are the main pressure. CoreWeave’s debt has reportedly traded at distressed yields, raising questions about whether highly leveraged customers can continue funding data-center expansion. Higher Treasury yields and inflation concerns are also making large AI projects more expensive. CoreWeave financing worries
• Negative Sentiment: Investors are questioning AI growth expectations. OpenAI’s reported $50 billion revenue run rate was below the roughly $68 billion previously anticipated, prompting concern that AI demand may mature more slowly. Microsoft’s development of custom Maia chips also highlights the risk of customers developing alternatives to NVIDIA GPUs. OpenAI revenue expectations
• Negative Sentiment: Reported insider selling adds a sentiment overhang. Recent data showed NVIDIA insiders made numerous sales and no open-market purchases over the past six months, though such transactions may reflect planned diversification rather than a change in business outlook.

NVIDIA Price Performance

NVDA traded down $3.10 on Friday, reaching $214.13. The stock had a trading volume of 120,783,023 shares, compared to its average volume of 108,333,480. NVIDIA has a fifty-two week low of $164.27 and a fifty-two week high of $243.37. The firm has a 50-day moving average of $223.20 and a 200-day moving average of $211.10. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $5.16 trillion, a price-to-earnings ratio of 27.07, a price-to-earnings-growth ratio of 1.67 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The firm had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. During the same period in the prior year, the company posted $1.05 EPS. The company’s revenue was up 105.9% on a year-over-year basis. As a group, sell-side analysts anticipate that NVIDIA will post 9.27 EPS for the current year.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, September 10th. NVIDIA’s dividend payout ratio is currently 12.64%.

NVIDIA declared that its Board of Directors has authorized a share repurchase program on Monday, September 28th that permits the company to repurchase $150.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to repurchase up to 2.8% of its shares through open market purchases. Share buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This represents a 21.03% 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 link. Also, CFO Colette Kress sold 34,918 shares of the firm’s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total value of $7,648,787.90. Following the completion of the sale, the chief financial officer directly owned 765,103 shares of the company’s stock, valued at $167,595,812.15. This trade represents a 4.36% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,766,118 shares of company stock valued at $399,450,353. 3.94% of the stock is currently owned by insiders.

Institutional Trading of NVIDIA

Hedge funds and other institutional investors have recently bought and sold shares of the business. Copper Harbor Investment Advisors LLC boosted its position in shares of NVIDIA by 8.5% during the third quarter. Copper Harbor Investment Advisors LLC now owns 7,946 shares of the computer hardware maker’s stock valued at $1,815,000 after buying an additional 621 shares during the last quarter. CWS Financial Advisors LLC grew its holdings in NVIDIA by 3.1% during the third quarter. CWS Financial Advisors LLC now owns 1,653 shares of the computer hardware maker’s stock worth $377,000 after buying an additional 49 shares in the last quarter. Fulcrum Wealth Advisors LLC raised its position in NVIDIA by 1.3% in the 3rd quarter. Fulcrum Wealth Advisors LLC now owns 36,730 shares of the computer hardware maker’s stock valued at $8,388,000 after buying an additional 462 shares during the last quarter. Hutchens & Kramer Investment Management Group LLC raised its position in NVIDIA by 1.0% in the 3rd quarter. Hutchens & Kramer Investment Management Group LLC now owns 17,666 shares of the computer hardware maker’s stock valued at $4,034,000 after buying an additional 177 shares during the last quarter. Finally, Fiduciary Advisors Inc. lifted its stake in NVIDIA by 14.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 1,064 shares of the computer hardware maker’s stock valued at $243,000 after acquiring an additional 131 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA Company Profile

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.