NVIDIA (NASDAQ:NVDA) Shares Up 1.7% After Analyst Upgrade

NVIDIA Corporation (NASDAQ:NVDA)’s stock price shot up 1.7% during mid-day trading on Wednesday after Wedbush raised their price target on the stock from $230.00 to $300.00. Wedbush currently has an outperform rating on the stock. NVIDIA traded as high as $184.70 and last traded at $183.04. 175,935,083 shares traded hands during trading, a decline of 3% from the average session volume of 180,956,906 shares. The stock had previously closed at $180.05.

A number of other research analysts have also commented on the company. President Capital upped their price objective on NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a report on Friday, November 28th. UBS Group set a $400.00 target price on shares of NVIDIA in a research report on Monday, February 23rd. Loop Capital raised their price target on shares of NVIDIA from $250.00 to $350.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Jefferies Financial Group reissued 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. Finally, Melius Research increased their target price on shares of NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Four equities 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 stock. According to MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus price target of $273.41.

Insider Activity

In related news, CFO Colette Kress sold 30,500 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $178.11, for a total value 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. The trade was a 2.32% decrease in their ownership of the stock. The sale 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 sale, 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,598,120 shares of company stock valued at $289,278,314. Corporate insiders own 4.17% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Large inference demand validated — Akamai announced deployments of thousands of NVIDIA Blackwell GPUs to power distributed AI inference, signaling durable enterprise demand for NVIDIA’s inference stack. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
• Positive Sentiment: Inference shift highlighted by ecosystem deals — Partners and cloud specialists (e.g., CoreWeave/Perplexity) are closing large inference-focused contracts, which increases recurring, high‑utilization GPU demand that benefits NVIDIA’s hardware and software ecosystem. CoreWeave Deal Signals Inference Market
• Positive Sentiment: Wall Street backing and higher price targets — Several broker notes and upgrades (including a notable Wedbush hike) have pushed bullish analyst sentiment and bigger multi‑quarter price targets, supporting upside expectations. Wedbush Raises NVDA Price Target to $300
• Neutral Sentiment: CEO signals end to large private stakes in OpenAI/Anthropic — Jensen Huang said the recent ~$30B OpenAI investment “might be the last” and that a $100B stake is unlikely as OpenAI prepares to IPO; that changes the path to future strategic ownership but reduces ambiguity around large private commitments. Reuters: Nvidia will not be able to invest $100 billion in OpenAI
• Negative Sentiment: Market remains wary despite blowout quarter — NVDA reported blockbuster results in late February, but the stock has struggled to clear near‑term resistance and some traders view the post‑earnings pullback and rotation into specialized inference clouds as signs of profit‑taking and higher short‑term volatility. 247WallSt: Blowout earnings weren’t enough to fuel an NVIDIA breakout

Institutional Trading of NVIDIA

Large investors have recently added to or reduced their stakes in the stock. State Street Corp boosted its stake in shares of NVIDIA by 1.2% in the 4th quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock valued at $184,911,111,000 after purchasing an additional 11,451,386 shares in the last quarter. Geode Capital Management LLC boosted its position in NVIDIA by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after buying an additional 3,383,441 shares during the period. Norges Bank purchased a new stake in NVIDIA during the fourth quarter valued at about $62,244,133,000. Bank of America Corp DE grew its stake in shares of NVIDIA by 1.5% during the fourth quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock valued at $34,909,347,000 after buying an additional 2,849,678 shares during the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of NVIDIA by 1.5% in the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after buying an additional 2,609,560 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

The company has a market cap of $4.45 trillion, a P/E ratio of 37.36, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33. The business has a 50 day moving average price of $186.12 and a two-hundred day moving average price of $183.87. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the company earned $0.89 EPS. NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. On average, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

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

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.