NVIDIA (NASDAQ:NVDA) Earns Buy Rating from UBS Group

Posted by Defense World Staff on Feb 13th, 2026

NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reaffirmed by research analysts at UBS Group in a research report issued on Wednesday, Marketbeat Ratings reports.

NVDA has been the topic of several other research reports. Morgan Stanley lifted their price target on NVIDIA from $235.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 1st. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. JPMorgan Chase & Co. restated a “buy” rating on shares of NVIDIA in a research note on Wednesday, January 21st. S&P Equity Research reaffirmed a “positive” rating on shares of NVIDIA in a research report on Wednesday, October 22nd. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Four research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $264.20.

Check Out Our Latest Stock Report on NVIDIA

NVIDIA Price Performance

Shares of NVDA opened at $186.94 on Wednesday. The business’s 50-day moving average is $184.71 and its 200-day moving average is $183.22. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a market capitalization of $4.54 trillion, a price-to-earnings ratio of 46.39, a P/E/G ratio of 0.58 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its 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. The company had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business’s revenue was up 62.5% compared to the same quarter last year. During the same period last year, the company earned $0.81 earnings per share. Equities research analysts expect that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Activity at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated 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 transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the sale, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at $229,196,578.86. This trade represents a 2.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,611,474 shares of company stock worth $291,731,692 in the last three months. 4.17% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Joule Financial LLC increased its position in NVIDIA by 2.2% during the 3rd 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 in the last quarter. Presidio Capital Management LLC grew its stake in shares of NVIDIA by 0.4% during the fourth quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock worth $2,823,000 after buying an additional 53 shares during the last quarter. LMG Wealth Partners LLC increased its holdings in shares of NVIDIA by 0.7% during the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock worth $1,427,000 after buying an additional 53 shares in the last quarter. Vision Financial Markets LLC increased its holdings in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after buying an additional 53 shares in the last quarter. Finally, Websterrogers Financial Advisors LLC lifted its stake in shares of 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 acquiring an additional 54 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: UBS raised its price target to $245 and kept a Buy rating, citing a healthy earnings backdrop and favorable supply‑chain trends — a near‑term vote of confidence from a major sell‑side firm. Nvidia price target boosted on positive earnings setup ahead of GTC event
Positive Sentiment: Coverage highlights NVIDIA’s Vera Rubin / Rubin platform and a large 2026 investment push (described as a ~$100B “bet”), reinforcing investor expectations that new data‑center chip product cycles will sustain revenue growth. NVIDIA’s (NVDA) $100 Billion Bet For 2026
Positive Sentiment: Analysts and commentators point to a massive AI capex wave (~$700B from hyperscalers) that should funnel substantial spending to NVIDIA GPUs, supporting medium‑term revenue and pricing power. Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx
Neutral Sentiment: NVIDIA’s talks/investments with OpenAI remain in focus — any formal arrangements would be materially positive, but details and timing are uncertain, so the market is watching for clarity. What NVIDIA Corp.’s (NVDA) OpenAI Talks Mean for the Expanding AI Ecosystem
Neutral Sentiment: Political signals have softened: a top Democrat on a House China committee indicated openness to sales of older H200/Hopper chips to China — potentially easing export risk but leaving licensing and compliance complexity. Top Democrat on US House China committee open to Nvidia H200 sales
Neutral Sentiment: Market chatter expects NVDA to post very strong AI‑driven results on Feb. 25 — that’s supportive, but it’s already priced in to some extent, raising sensitivity to guidance. Prediction: This AI Stock Will Soar After Feb. 25. Here’s Why.
Negative Sentiment: Senior insiders have sold more than $100M of NVDA stock since the start of 2026, which can signal profit‑taking and adds short‑term selling pressure. Nvidia insiders dump over $100 million of NVDA stock since 2026 started
Negative Sentiment: Coverage warns that Big Tech’s shift to custom silicon (Google TPUs, Amazon/Meta chips, Broadcom/Broadcom‑partnered designs) could erode some long‑run GPU share — a credible competitive risk investors are starting to price in. Nvidia and Broadcom’s AI Chips Will Go Head-to-Head. How They Compare.

About NVIDIA

(Get Free Report)

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.