AA Financial Advisors LLC Buys 9,015 Shares of NVIDIA Corporation $NVDA

AA Financial Advisors LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 30.3% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 38,806 shares of the computer hardware maker’s stock after acquiring an additional 9,015 shares during the period. NVIDIA makes up about 1.4% of AA Financial Advisors LLC’s holdings, making the stock its 27th largest position. AA Financial Advisors LLC’s holdings in NVIDIA were worth $7,241,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in NVDA. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new stake in NVIDIA in the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA in the second quarter valued at approximately $54,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
• Positive Sentiment: Multiple outlets and TV segments frame the Groq deal as market‑moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near‑term bullish case. Nvidia strikes $20 billion deal with Groq: Here’s what you need to know
• Positive Sentiment: Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. Analyst price target reports
• Neutral Sentiment: Deal structure is non‑traditional — a non‑exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near‑term regulatory drag but leaves some legal/competitive ambiguity. Nvidia-Groq deal is structured to keep ‘fiction of competition alive’
• Positive Sentiment: Technical/strategic rationale: analysts and deep‑dive pieces argue Groq’s LPU/compiler tech can materially improve real‑time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. Why Nvidia Needs Groq To Win The War Against Google’s TPUs
• Neutral Sentiment: Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near‑term balance‑sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. Nvidia Has A Cash Problem
• Negative Sentiment: Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep‑tech entrants could pose a meaningful long‑term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low‑latency stacks. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

NVIDIA Trading Up 1.0%

Shares of NASDAQ:NVDA opened at $190.53 on Monday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The stock has a market capitalization of $4.63 trillion, a price-to-earnings ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29. The stock’s 50-day simple moving average is $186.12 and its two-hundred day simple moving average is $177.01.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company’s revenue was up 62.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.81 EPS. Analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were given a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA’s dividend payout ratio is currently 0.99%.

Insider Activity at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 20,000 shares of NVIDIA stock in a transaction on Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $3,562,200.00. Following the completion of the transaction, the chief financial officer directly owned 113,060 shares of the company’s stock, valued at $20,137,116.60. The trade was a 15.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total value of $12,421,044.00. Following the completion of the sale, the executive vice president owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. The trade was a 4.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,086,474 shares of company stock valued at $382,482,492 over the last ninety days. 4.17% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts have weighed in on NVDA shares. KeyCorp raised their price target on NVIDIA from $250.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. DA Davidson reissued a “buy” rating and set a $250.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. CICC Research lifted their price objective on NVIDIA from $200.00 to $228.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Rosenblatt Securities raised their price objective on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Finally, Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 24th. Five analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $262.14.

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.