Wall Street Zen Upgrades NVIDIA (NASDAQ:NVDA) to Buy

Posted by Defense World Staff on Jan 25th, 2026

NVIDIA (NASDAQ:NVDA – Get Free Report) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Sunday.

A number of other equities analysts have also recently weighed in on the stock. Susquehanna upped their price target on shares of NVIDIA from $230.00 to $250.00 and gave the stock a “positive” rating in a research note on Thursday, November 20th. Deutsche Bank Aktiengesellschaft upped their target price on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. Rothschild & Co Redburn lifted their price target 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. Raymond James Financial reissued a “strong-buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a report on Thursday, January 8th. Four 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. According to MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $263.41.

View Our Latest Stock Analysis on NVDA

NVIDIA Stock Performance

Shares of NVDA stock opened at $187.81 on Friday. 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 stock has a 50 day simple moving average of $183.38 and a 200-day simple moving average of $181.68. The company has a market cap of $4.56 trillion, a price-to-earnings ratio of 46.60, a price-to-earnings-growth ratio of 0.92 and a beta of 2.31. NVIDIA has a 12-month low of $86.62 and a 12-month high of $212.19.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.81 earnings per share. On average, equities analysts forecast that NVIDIA will post 2.77 EPS for the current year.

Insider Activity at NVIDIA

In related news, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $184.92, for a total value of $5,111,188.80. Following the transaction, the chief financial officer owned 874,412 shares in the company, valued at approximately $161,696,267.04. This trade represents a 3.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the transaction, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,661,474 shares of company stock valued at $303,251,232 over the last three months. Insiders own 4.17% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC lifted its position in NVIDIA by 267,959.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock valued at $64,976,521,000 after purchasing an additional 382,231,120 shares during the last quarter. Norges Bank bought a new position in NVIDIA during the second quarter valued at about $51,386,863,000. Capital Research Global Investors boosted its position in shares of NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares in the last quarter. Laurel Wealth Advisors LLC grew its position in NVIDIA by 15,496.1% in the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after buying an additional 21,725,326 shares during the last quarter. Finally, Danske Bank A S acquired a new position in shares of NVIDIA in the 3rd quarter worth $3,180,313,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Reports say Chinese regulators have signaled that large companies (including Alibaba) can prepare to order NVIDIA’s H200 GPUs, which would reopen a huge addressable market and explain the stock lift. Nvidia may have picked up a win in China. So why isn’t the stock surging?
Positive Sentiment: NVIDIA invested $150 million in Baseten, a startup focused on AI inference — a strategic bet to strengthen its software/inference ecosystem and capture more of the AI stack beyond chips. NVIDIA (NVDA) Invests $150 million in Baseten
Positive Sentiment: Jefferies raised its price target on NVDA (from $250 to $275) and JPMorgan reaffirmed a Buy — analyst backing supports investor confidence and limits downside from short-term noise. Jefferies Raises PT on NVIDIA JPMorgan Reaffirms Buy
Neutral Sentiment: CEO Jensen Huang plans a China visit and has been publicly framing AI infrastructure as a long-term buildout (jobs/infrastructure narrative) — this can soothe relations but outcome depends on negotiations and approvals. Nvidia’s Huang to visit China as AI chip sales stall
Negative Sentiment: Counterpoints: analysis flags a potential H200 China roadblock and warns that soaring memory (HBM) costs could squeeze NVIDIA’s margin/production dynamics — these are key risks that could cap upside even if China reopens. Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case
Negative Sentiment: Macro/structural shift: investors are rotating money into memory/storage names as HBM allocation tightness pushes up memory costs and reshapes supply chains — that rotation can weigh on NVDA multiple if capital flows away. Forget the Chips, Buy Memory: Why AI Money Is Moving to Storage

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.