Truist Financial reissued their buy rating on shares of NVIDIA (NASDAQ:NVDA – Free Report) in a research note published on Monday,Benzinga reports. They currently have a $275.00 target price on the computer hardware maker’s stock.
NVDA has been the topic of several other reports. Deutsche Bank Aktiengesellschaft raised their target price on NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. Wells Fargo & Company reissued an “overweight” rating and issued a $265.00 price objective (up previously from $220.00) on shares of NVIDIA in a report on Friday, November 14th. Sanford C. Bernstein restated an “outperform” rating and set a $275.00 target price on shares of NVIDIA in a research report on Friday. JPMorgan Chase & Co. increased their price target on shares of NVIDIA from $215.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $250.00 price target (up previously from $240.00) on shares of NVIDIA in a research note on Thursday, November 20th. Five analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $262.14.
Check Out Our Latest Stock Analysis on NVDA
NVIDIA Trading Down 1.2%
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share 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 firm had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. During the same period in the prior year, the firm earned $0.81 EPS. The company’s revenue was up 62.5% compared to the same quarter last year. Research analysts forecast that NVIDIA will post 2.77 earnings per share for the current year.
NVIDIA Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid a dividend of $0.01 per share. The ex-dividend date was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is 0.99%.
Insider Activity
In other news, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total value of $14,772,000.00. Following the transaction, the executive vice president directly owned 1,574,443 shares in the company, valued at $290,720,899.95. The trade was a 4.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 2,086,474 shares of company stock worth $382,482,492. 4.17% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Joule Financial LLC grew its stake in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after acquiring an additional 50 shares in the last quarter. Vision Financial Markets LLC boosted its holdings in shares of NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the last quarter. Websterrogers Financial Advisors LLC grew its position in shares of NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after purchasing an additional 54 shares in the last quarter. IMG Wealth Management Inc. grew its position in shares of NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after purchasing an additional 54 shares in the last quarter. Finally, Cyr Financial Inc. lifted its position in shares of NVIDIA by 0.7% in the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after buying an additional 54 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.
Key Stores 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
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.
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