NVIDIA (NASDAQ:NVDA – Get Free Report) had its price objective boosted by equities researchers at Tigress Financial from $360.00 to $425.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “strong-buy” rating on the computer hardware maker’s stock. Tigress Financial’s price target would indicate a potential upside of 102.43% from the company’s current price.
Other equities analysts have also recently issued reports about the stock. CICC Research raised their price objective on shares of NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a research report on Friday, May 22nd. Piper Sandler restated an “overweight” rating on shares of NVIDIA in a research report on Thursday, February 26th. The Goldman Sachs Group restated a “buy” rating and set a $285.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Wednesday, May 20th. Zacks Research downgraded NVIDIA from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 21st. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $255.00 price target (up from $220.00) on shares of NVIDIA in a research note on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $305.38.
Check Out Our Latest Analysis on NVIDIA
NVIDIA Stock Down 2.3%
NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. The firm had revenue of $81.62 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business’s revenue was up 85.2% compared to the same quarter last year. During the same period last year, the company earned $0.81 earnings per share. As a group, analysts expect that NVIDIA will post 7.98 EPS for the current fiscal year.
NVIDIA announced that its Board of Directors has initiated a share buyback program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its stock is undervalued.
Insider Buying and Selling at NVIDIA
In other news, Director Aarti S. Shah sold 19,000 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director directly owned 36,007 shares of the company’s stock, valued at $6,362,796.97. This trade represents a 34.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the transaction, the director directly owned 7,399,771 shares in the company, valued at $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 906,336 shares of company stock valued at $162,802,518 in the last ninety days. 3.94% of the stock is owned by corporate insiders.
Institutional Trading of NVIDIA
A number of institutional investors have recently modified their holdings of the business. Norges Bank purchased a new stake in shares of NVIDIA in the fourth quarter worth $62,244,133,000. J. Stern & Co. LLP lifted its stake in shares of NVIDIA by 13,709.1% in the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after acquiring an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. boosted its stake in shares of NVIDIA by 896.4% during the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after purchasing an additional 70,283,539 shares during the period. Capital Research Global Investors boosted its position in NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after buying an additional 22,896,705 shares during the period. Finally, Laurel Wealth Advisors LLC grew its stake in shares of NVIDIA by 15,496.1% in the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares during the last quarter. 65.27% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: NVIDIA’s latest quarter was still outstanding, with revenue of $81.6 billion and EPS of $1.87 both beating estimates, while data center revenue surged past $75 billion and management signaled continued growth from Blackwell and networking demand. Article Title
- Positive Sentiment: Jensen Huang said NVIDIA will invest about $150 billion a year in Taiwan and build a new campus there, reinforcing Taiwan’s role as a core hub in NVIDIA’s AI supply chain and manufacturing footprint. Article Title
- Positive Sentiment: Several analysts remain bullish, with new and reiterated buy/outperform calls and price targets as high as $300-$500, reflecting confidence that AI demand and NVIDIA’s leadership can support more upside. Article Title
- Neutral Sentiment: Commentary around NVIDIA’s momentum, valuation, and long-term bull case remains supportive, but much of it is repackaging the same post-earnings optimism rather than adding a new catalyst. Article Title
- Neutral Sentiment: There is also chatter about possible upside to $300 or beyond based on NVIDIA’s growth trajectory, but these are mostly forecast-driven arguments rather than fresh business developments. Article Title
- Negative Sentiment: Despite the strong results, shares remain weak in the near term as investors appear to be taking profits after the earnings run-up and rotating out of the stock for now. Article Title
- Negative Sentiment: Taiwan prosecutors are reportedly investigating alleged smuggling of NVIDIA AI chips to China, a reminder that export-control issues and geopolitical risk remain overhangs for the stock. Article Title
- Negative Sentiment: Some market commentary also points to institutional selling and caution around near-term upside, suggesting investors are questioning whether the stock has already priced in too much AI optimism. Article Title
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.
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