NVIDIA (NASDAQ:NVDA) Price Target Raised to $265.00

NVIDIA (NASDAQ:NVDA) had its target price upped by JPMorgan Chase & Co. from $250.00 to $265.00 in a report issued on Thursday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the computer hardware maker’s stock.

A number of other equities analysts have also recently commented on NVDA. Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a report on Thursday. CICC Research boosted their price target on NVIDIA from $200.00 to $228.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Robert W. Baird increased their price objective on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday. President Capital lifted their target price on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday, November 28th. Finally, Citigroup upped their target price on shares of NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $271.86.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $177.19 on Thursday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The stock has a market capitalization of $4.31 trillion, a PE ratio of 36.16, a P/E/G ratio of 0.52 and a beta of 2.31. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a fifty day moving average of $186.43 and a two-hundred day moving average of $183.86.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 110.96%. The company’s quarterly revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.89 earnings per share. As a group, research analysts forecast that NVIDIA will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be issued a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is currently 0.82%.

Insider Activity at NVIDIA

In other NVIDIA news, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $178.90, for a total value of $14,312,000.00. Following the transaction, the executive vice president directly owned 1,494,443 shares in the company, valued at $267,355,852.70. The trade was a 5.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction that occurred 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 completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,610,848 shares of company stock valued at $291,619,375 over the last ninety days. Corporate insiders own 4.17% of the company’s stock.

Institutional Investors Weigh In On NVIDIA

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Harbor Asset Planning Inc. purchased a new position in NVIDIA during the second quarter worth about $28,000. Winnow Wealth LLC purchased a new stake in shares of NVIDIA in the 2nd quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the last quarter. Inspire Investing LLC purchased a new position in shares of NVIDIA during the 4th quarter worth approximately $44,000. Finally, AlphaCentric Advisors LLC purchased a new position in shares of NVIDIA during the 4th quarter worth approximately $45,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and aggressive guidance: NVDA topped estimates and guided to about $78B for the next quarter, reinforcing very strong AI demand and pushing many analysts to lift long‑term forecasts. Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
• Positive Sentiment: Wall Street is raising targets: Multiple firms raised price targets and reiterated buy/outperform views after the quarter, signaling continued analyst confidence in NVDA’s secular AI position. Analyst price target and rating updates
• Positive Sentiment: Strategic ecosystem wins — OpenAI round and partnerships: NVDA was named among corporate backers in a massive OpenAI funding round, which supports continued demand for Nvidia compute. OpenAI’s $110 billion funding round draws investment from Amazon, Nvidia, SoftBank
• Neutral Sentiment: China exposure remains uncertain: Nvidia has secured limited export licenses but says it has not yet generated meaningful China revenue, leaving a material market risk unresolved. Nvidia still hasn’t sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
• Neutral Sentiment: Supply constraints in gaming GPUs: Management warned gaming‑chip shortages may persist into year‑end, a reminder that parts of the business face production/timing risks even as data center demand booms. Nvidia expects gaming chips shortage to last until year-end
• Negative Sentiment: “Sell‑the‑news” and sky‑high expectations: Despite the beat, investors punished the stock because results had been largely priced in and the market is sensitive to any sign growth could decelerate; several outlets noted investors were “left wanting more.” Nvidia earnings showcase a harsh reality for AI stocks: Investors are getting harder and harder to please
• Negative Sentiment: Macro and market‑wide forces: A hot Producer Price Index and rotation out of mega‑cap tech pressured the Nasdaq and amplified NVDA’s pullback even though the company’s fundamentals remain strong. US Equity Indexes Fall This Week as Nvidia’s Blowout Quarterly Results Fail to Stem Broadening Market Leadership
• Negative Sentiment: Heightened competition and long‑term risk debates: Coverage flagged growing competition (custom silicon from hyperscalers, AMD, Broadcom, Google) and investor concerns about sustainability of hyperscaler capex — these narratives amplify volatility around NVDA. Nvidia’s stock wrapping up tough week as Wall Street focuses more on competition than growth

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.