NVIDIA (NASDAQ:NVDA) Stock Price Expected to Rise, Wolfe Research Analyst Says

NVIDIA (NASDAQ:NVDA) had its price target upped by Wolfe Research from $250.00 to $275.00 in a research report issued on Friday,MarketScreener reports. The firm presently has an “outperform” rating on the computer hardware maker’s stock. Wolfe Research’s target price would indicate a potential upside of 43.88% from the company’s current price.

Several other brokerages have also issued reports on NVDA. Rothschild & Co Redburn boosted their target price on shares of NVIDIA from $245.00 to $268.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. DA Davidson reiterated a “buy” rating and set a $250.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. Argus reaffirmed a “buy” rating and issued a $220.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Tigress Financial reiterated a “strong-buy” rating and set a $350.00 target price (up from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. Finally, Rosenblatt Securities upped their price target on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Four research 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 company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $263.98.

NVIDIA Price Performance

Shares of NVDA opened at $191.13 on Friday. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm’s 50-day simple moving average is $184.09 and its two-hundred day simple moving average is $182.54. The stock has a market cap of $4.64 trillion, a PE ratio of 47.43, a price-to-earnings-growth ratio of 0.94 and a beta of 2.31. 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 (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, 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 during the quarter, compared to the consensus estimate of $54.66 billion. During the same period last year, the company earned $0.81 earnings per share. The company’s revenue was up 62.5% on a year-over-year basis. Analysts anticipate that NVIDIA will post 2.77 earnings per share for the current fiscal year.

Insider Activity

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Colette Kress sold 30,500 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the transaction, the chief financial officer owned 1,286,826 shares in the company, valued at $229,196,578.86. The trade was a 2.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,611,474 shares of company stock worth $293,285,232. Company insiders own 4.17% of the company’s stock.

Institutional Investors Weigh In On NVIDIA

Hedge funds have recently made changes to their positions in the company. Secured Retirement Advisors LLC increased its holdings in shares of NVIDIA by 1.1% in the 4th quarter. Secured Retirement Advisors LLC now owns 39,664 shares of the computer hardware maker’s stock valued at $7,397,000 after acquiring an additional 434 shares during the period. Citizens Financial Group Inc. RI grew its stake in NVIDIA by 0.8% in the fourth quarter. Citizens Financial Group Inc. RI now owns 1,646,361 shares of the computer hardware maker’s stock valued at $307,046,000 after purchasing an additional 12,350 shares during the last quarter. Safe Harbor Family Capital LLC purchased a new position in NVIDIA in the fourth quarter valued at about $1,322,000. Precision Wealth Strategies LLC raised its holdings in NVIDIA by 3.4% in the fourth quarter. Precision Wealth Strategies LLC now owns 30,117 shares of the computer hardware maker’s stock worth $5,617,000 after purchasing an additional 984 shares in the last quarter. Finally, Spectrum Financial Alliance Ltd LLC bought a new position in shares of NVIDIA during the 4th quarter worth approximately $251,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wolfe Research raised its price target to $275 and kept an “outperform” rating, signaling meaningful upside from current levels and supporting investor confidence. Wolfe Research adjusts NVIDIA price target to $275
• Positive Sentiment: Reuters reports China has conditionally approved DeepSeek to buy Nvidia H200 chips — a potential reopening of a major market that reduces a key geopolitical risk to revenue. China conditionally approves DeepSeek to buy Nvidia’s H200 chips
• Positive Sentiment: Reports say Nvidia is part of talks (with Microsoft, Amazon) to invest in OpenAI as part of a very large funding round — a strategic tie to the biggest AI software player that could boost long-term demand. Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
• Positive Sentiment: Sanford C. Bernstein reaffirmed a Buy on NVDA, reinforcing sell-side bullishness and analyst support for the thesis. Sanford C. Bernstein Reaffirms Buy Rating for NVIDIA
• Neutral Sentiment: CEO Jensen Huang says AI memory requirements are rising and backs TSMC expansion — a reminder NVIDIA depends on the broader supply chain and that ecosystem capacity is crucial for growth. Jensen Huang says AI memory needs are rising
• Neutral Sentiment: Microsoft says it will continue buying third‑party AI chips even as it develops its own — this limits a key competitive risk but keeps competitive dynamics in play. Microsoft won’t stop buying AI chips from Nvidia
• Neutral Sentiment: Nvidia expanded its CoreWeave partnership with a $2B investment to accelerate AI data-center buildout, supporting long-term capacity and demand. NVIDIA invests $2B in CoreWeave
• Negative Sentiment: NYTimes warns Amazon and Google are eating into Nvidia’s AI chip supremacy — increased competition could pressure pricing and growth rates over time. Amazon and Google eat into Nvidia’s AI chip supremacy
• Negative Sentiment: Macro and market-risk commentary (including Michael Burry warnings) and repeated notes about NVDA’s high valuation are keeping some traders cautious, which can amplify intraday pullbacks. Michael Burry’s stark warning

About NVIDIA

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.