BlueSky Wealth Advisors LLC Acquires 43,705 Shares of NVIDIA Corporation $NVDA

BlueSky Wealth Advisors LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 112.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 82,427 shares of the computer hardware maker’s stock after purchasing an additional 43,705 shares during the period. NVIDIA makes up 2.1% of BlueSky Wealth Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. BlueSky Wealth Advisors LLC’s holdings in NVIDIA were worth $15,379,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Kingstone Capital Partners Texas LLC lifted its holdings in NVIDIA by 267,959.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock worth $64,976,521,000 after purchasing an additional 382,231,120 shares during the last quarter. Norges Bank bought a new position in NVIDIA in the 2nd quarter worth $51,386,863,000. Nuveen LLC bought a new position in shares of NVIDIA in the first quarter worth about $15,089,414,000. Goldman Sachs Group Inc. grew its holdings in NVIDIA by 123.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock valued at $20,374,921,000 after buying an additional 103,889,872 shares during the last quarter. Finally, Laurel Wealth Advisors LLC increased its position in NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after buying an additional 21,725,326 shares during the period. 65.27% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

NVDA has been the subject of several research reports. Wall Street Zen raised NVIDIA from a “hold” rating to a “buy” rating in a research report on Sunday, October 19th. Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 24th. Benchmark increased their price target on shares of NVIDIA from $220.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a report on Thursday, November 20th. Finally, CICC Research upped their price objective on shares of NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Five research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $262.14.

NVIDIA Stock Up 1.0%

Shares of NVDA opened at $190.53 on Monday. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The company has a 50-day moving average price of $186.12 and a two-hundred day moving average price of $177.01. The stock has a market cap of $4.63 trillion, a price-to-earnings ratio of 47.28, a P/E/G ratio of 0.93 and a beta of 2.29. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19.

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

NVIDIA Dividend Announcement

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

Insider Buying and Selling

In other news, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $184.65, for a total value of $14,772,000.00. Following the sale, the executive vice president owned 1,574,443 shares in the company, valued at approximately $290,720,899.95. The trade was a 4.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark A. Stevens sold 350,000 shares of the stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the sale, the director owned 7,049,803 shares of the company’s stock, valued at $1,281,160,699.19. This trade represents a 4.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 2,086,474 shares of company stock valued at $382,482,492 in the last ninety days. Insiders own 4.17% 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 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.