NVIDIA Corporation $NVDA is Bridges Investment Management Inc.’s 7th Largest Position

Bridges Investment Management Inc. decreased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 4.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,485,490 shares of the computer hardware maker’s stock after selling 65,167 shares during the period. NVIDIA makes up approximately 3.5% of Bridges Investment Management Inc.’s holdings, making the stock its 7th largest position. Bridges Investment Management Inc.’s holdings in NVIDIA were worth $277,163,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Harbor Asset Planning Inc. purchased a new stake in shares of NVIDIA during the second quarter worth approximately $28,000. Winnow Wealth LLC acquired a new position in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA in the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA in the 3rd quarter worth $50,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Wall Street Analyst Weigh In

NVDA has been the subject of several analyst reports. Arete Research increased their price target on shares of NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. Royal Bank Of Canada reissued a “buy” rating on shares of NVIDIA in a research note on Wednesday, February 18th. Raymond James Financial restated a “strong-buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Robert W. Baird reaffirmed an “outperform” rating and set a $275.00 price objective on shares of NVIDIA in a report on Friday, December 26th. Finally, Argus reissued a “buy” rating and issued a $220.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Three analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA has a consensus rating of “Buy” and an average target price of $267.50.

NVIDIA Stock Performance

Shares of NVDA opened at $192.85 on Wednesday. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The stock has a market cap of $4.69 trillion, a P/E ratio of 47.85, a PEG ratio of 0.58 and a beta of 2.31. 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 company has a 50-day moving average of $185.80 and a two-hundred day moving average of $183.80.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street expects massive Q4 revenue (street chatter ~ $65B / ~68% YoY) — that optimism is supporting the rally. Why is Nvidia stock soaring
• Positive Sentiment: Analysts and brokers have reiterated buy/outperform ratings and higher targets ahead of results (Wedbush, Truist, DA Davidson, KeyCorp coverage), supporting demand. Wedbush and Truist reiterate buy
• Positive Sentiment: Sector tailwind — the semiconductor index is near record highs and a broad market rally ahead of NVDA earnings is lifting the stock. Semis Hit Highs Before NVIDIA
• Positive Sentiment: New enterprise wins/partnerships (Akamai integration for critical-infrastructure cybersecurity using NVIDIA BlueField DPUs) expand enterprise TAM beyond GPUs. Akamai and NVIDIA launch solution
• Positive Sentiment: Corporate returns: Nvidia is scheduled to pay a dividend next month — a small but supportive sign for income-focused holders. Dividend announcement
• Neutral Sentiment: Heavy options/derivatives activity: traders are positioning for a big post-earnings move, increasing intraday volatility even if fundamentals meet expectations. Options strategies ahead of earnings
• Neutral Sentiment: AI infrastructure rotation: suppliers and fiber/optical plays (e.g., Corning) are rallying, which underpins long-term datacenter demand for NVIDIA chips but shifts some capital away from pure-chip names. Corning pivot to AI infrastructure
• Negative Sentiment: Export-control / China risk: U.S. officials say H200 chips have not been shipped to China — short-term revenue exposure and regulatory scrutiny remain a risk. China H200 shipment update
• Negative Sentiment: Compliance and reputational risk: reports that a Chinese startup trained a model on NVIDIA’s best chip despite bans raise enforcement and policy uncertainty. DeepSeek trained on Blackwell despite ban
• Negative Sentiment: Competitive pressure and ASIC fears: hyperscalers pursuing custom chips and broader AI-chip competition (Google, in-house ASICs) are a recurring concern that could temper long-term margin/growth expectations. AI competition & risks

Insider Activity

In related news, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 350,000 shares of the stock in a transaction on Friday, December 5th. The shares were sold at an average price of $181.73, for a total value of $63,605,500.00. Following the sale, the director owned 7,049,803 shares in the company, valued at approximately $1,281,160,699.19. This trade represents a 4.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,610,848 shares of company stock worth $291,619,375. 4.17% of the stock is owned by corporate insiders.

NVIDIA Company Profile

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.