NVIDIA’s (NVDA) Buy Rating Reaffirmed at Sanford C. Bernstein

Sanford C. Bernstein reaffirmed their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a research report released on Wednesday,MarketScreener reports.

Several other research analysts have also recently weighed in on NVDA. Tigress Financial reissued a “strong-buy” rating and set a $350.00 price objective (up from $280.00) on shares of NVIDIA in a report on Thursday, December 18th. Evercore ISI reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Morgan Stanley raised their price target on NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a research note on Monday, December 1st. HSBC set a $320.00 price objective on NVIDIA and gave the company a “buy” rating in a research report on Wednesday, October 15th. Finally, Wedbush raised their target price on NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $263.41.

NVIDIA Stock Up 1.6%

NVIDIA stock opened at $191.52 on Wednesday. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The stock has a fifty day simple moving average of $183.62 and a two-hundred day simple moving average of $182.20. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The firm has a market cap of $4.65 trillion, a price-to-earnings ratio of 47.52, a PEG ratio of 0.92 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $54.66 billion. During the same period in the prior year, the company posted $0.81 earnings per share. The company’s quarterly revenue was up 62.5% on a year-over-year basis. Equities analysts predict that NVIDIA will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The shares were 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 in the company, valued at $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 350,000 shares of the stock in a transaction on 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 completion of the sale, the director directly owned 7,049,803 shares of the company’s stock, valued at approximately $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,611,474 shares of company stock valued at $293,285,232. 4.17% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On NVIDIA

Institutional investors and hedge funds have recently bought and sold shares of the business. Harbor Asset Planning Inc. bought a new stake in shares of NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC bought a new stake in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC increased 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 valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new stake in NVIDIA in the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the 3rd quarter valued at about $50,000. 65.27% of the stock is owned by institutional investors.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: China reportedly cleared the first batch of NVIDIA H200 AI chips for import, reopening a major revenue market and easing geopolitical headwinds to sales in the region. China Approves H200 Imports
• Positive Sentiment: NVIDIA’s $2B strategic investment in CoreWeave is being read as a vote of confidence in AI infrastructure that will consume more NVIDIA GPUs, supporting demand visibility across cloud and AI service providers. CoreWeave’s NVIDIA Boost Fueled a Rally
• Positive Sentiment: Several sell‑side firms continue to back NVDA with buy/outperform ratings and elevated price targets, sustaining bullish institutional narratives around AI leadership and upside to estimates. Bernstein Reaffirms Buy
• Positive Sentiment: Institutional buying continues (recent 13F disclosure shows DekaBank added ~1.0M shares), which can support near‑term price momentum into earnings. DekaBank Adds NVIDIA Shares
• Neutral Sentiment: NVIDIA scheduled its Q4 / FY2026 earnings call for Feb. 25; the date concentrates focus and could amplify volatility around guidance and China‑related commentary. NVIDIA to Host Conference Call
• Negative Sentiment: A Reuters exclusive says NVIDIA helped DeepSeek refine AI models later used by China’s military — this raises regulatory, compliance and reputational risk that could draw Congressional or export‑control scrutiny. Nvidia helped DeepSeek hone AI models later used by China’s military
• Negative Sentiment: Industry warnings about “GPU debt” and heavy leverage financing AI infrastructure highlight systemic risks: a slowdown in enterprise capex or a correction in GPU valuations could ripple through demand for NVIDIA hardware. Nvidia’s AI Boom Is Being Financed By GPU Debt
• Negative Sentiment: Rising competition from other major tech players and new AI chips is cited in the press; any market share erosion or margin pressure would be a negative catalyst ahead of earnings. Move Over NVIDIA: Competition Steps Up

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.