NVIDIA (NASDAQ:NVDA) Receives “Buy” Rating from Stifel Nicolaus

Posted by Defense World Staff on Dec 30th, 2025

Stifel Nicolaus reiterated their buy rating on shares of NVIDIA (NASDAQ:NVDA – Free Report) in a research note issued to investors on Monday,Benzinga reports. Stifel Nicolaus currently has a $250.00 target price on the computer hardware maker’s stock.

A number of other equities research analysts also recently commented on the stock. The Goldman Sachs Group reissued a “buy” rating and issued a $240.00 price objective (up from $210.00) on shares of NVIDIA in a research report on Friday, October 31st. S&P Equity Research reaffirmed a “positive” rating on shares of NVIDIA in a report on Wednesday, October 22nd. New Street Research reiterated a “buy” rating and issued a $307.00 price objective on shares of NVIDIA in a report on Thursday, October 30th. Rosenblatt Securities boosted their target price on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Finally, Citigroup reaffirmed a “buy” rating on shares of NVIDIA in a report on Monday. Five investment analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $262.14.

Get Our Latest Stock Report on NVIDIA

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $188.22 on Monday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The company has a market cap of $4.57 trillion, a price-to-earnings ratio of 46.70, a price-to-earnings-growth ratio of 0.93 and a beta of 2.29. The stock’s 50-day moving average is $186.23 and its two-hundred day moving average is $177.31. NVIDIA has a 1-year low of $86.62 and a 1-year high of $212.19.

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

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In related news, CEO Jen Hsun Huang sold 75,000 shares of the company’s stock in a transaction on Monday, October 20th. The shares were sold at an average price of $183.38, for a total value of $13,753,500.00. Following the completion of the sale, the chief executive officer owned 70,033,203 shares in the company, valued at $12,842,688,766.14. This represents a 0.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 2,086,474 shares of company stock valued at $382,482,492. 4.17% of the stock is currently owned by insiders.

Hedge Funds Weigh In On NVIDIA

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Joule Financial LLC raised its stake in shares of NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after purchasing an additional 50 shares during the last quarter. Vision Financial Markets LLC grew its position in NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after buying an additional 53 shares during the last quarter. Websterrogers Financial Advisors LLC increased its stake in NVIDIA by 2.6% in the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after buying an additional 54 shares during the period. IMG Wealth Management Inc. raised its position in NVIDIA by 1.4% during the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after buying an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. lifted its stake in shares of NVIDIA by 0.7% in the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after acquiring an additional 54 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Groq deal materially expands NVDA’s inference capabilities and talent pool, reducing a competitive threat and strengthening Nvidia’s end‑to‑end AI moat — a strategic reason for price support. Nvidia: Implications Of The Groq Deal
Positive Sentiment: Wall Street remains bullish: multiple firms reaffirm buy/positive ratings and high price targets (Stifel, Truist, UBS and others), which underpins upside expectations if integration and demand stay strong. ‘It’s a Clear Leader,’ Says Top Analysts About Nvidia Stock After Groq Tie-Up
Positive Sentiment: Near‑term fundamentals look solid: Nvidia has a large order backlog and an earnings cadence (next report Feb. 25, 2026) that could deliver upside surprises and support buyback/capital‑return expectations. 1 Incredible Reason to Buy Nvidia Stock Before Feb.
Neutral Sentiment: Nvidia completed a $5B private purchase of Intel shares — a strategic partnership move that provides Intel capital but raises questions about capital allocation and focus. The market is parsing whether this is strategic or distracting. Nvidia Closes $5 Billion Purchase of Intel Shares
Neutral Sentiment: Market commentary highlights ETF plays as an alternative route to capture the Groq benefit (SMH vs SOXX), signaling some investors prefer diversified exposure over single‑stock risk. The Lazy Way to Play NVIDIA’s $20B Groq Deal
Negative Sentiment: Shares slipped amid year‑end profit‑taking and investor unease about large discretionary spending (Groq acquisition + Intel stake), prompting selling pressure despite the strategic narrative. Nvidia stock plunges nearly 2% today: here’s why NVDA is trading in red
Negative Sentiment: Large insider selling and heavy executive dispositions in 2025 are being watched by investors as a signal of near‑term liquidity events, which can pressure sentiment. Insiders dumped over $1 billion Nvidia shares in 2025
Negative Sentiment: Regulatory and antitrust scrutiny of the Groq licensing/acquisition (non‑exclusive licensing discussed publicly) is a risk: blockers or prolonged reviews could amplify volatility. Five Things to Know About Nvidia’s $20 Billion Licensing Deal

About NVIDIA

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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.