NVIDIA (NASDAQ:NVDA) Given “Buy” Rating at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a research report released on Tuesday,Benzinga reports. Rosenblatt Securities currently has a $300.00 price objective on the computer hardware maker’s stock.

NVDA has been the subject of a number of other reports. Tigress Financial reissued a “strong-buy” rating and issued a $360.00 target price (up from $350.00) on shares of NVIDIA in a research note on Thursday, March 5th. Macquarie Infrastructure upgraded NVIDIA to an “outperform” rating in a report on Monday, December 29th. Argus reiterated a “buy” rating and issued a $220.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $240.00 price target on shares of NVIDIA in a research note on Thursday, February 26th. Four 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. Based on data from MarketBeat.com, NVIDIA has a consensus rating of “Buy” and a consensus price target of $274.21.

NVIDIA Trading Down 0.7%

NVDA opened at $181.93 on Tuesday. The firm’s fifty day moving average is $185.14 and its two-hundred day moving average is $184.18. The firm has a market cap of $4.42 trillion, a PE ratio of 37.13, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. 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 announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.89 EPS. Equities research analysts anticipate that NVIDIA will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In related news, CFO Colette Kress sold 20,000 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares in the company, valued at approximately $16,352,503.20. This represents a 17.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the transaction, the executive vice president directly owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. This trade represents a 8.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,020,784 shares of company stock worth $186,152,154. Company insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Stance Capital LLC boosted its position in NVIDIA by 229.2% during the fourth quarter. Stance Capital LLC now owns 24,914 shares of the computer hardware maker’s stock valued at $4,646,000 after purchasing an additional 17,347 shares during the last quarter. Cornerstone Planning LLC bought a new stake in shares of NVIDIA during the 4th quarter worth approximately $13,701,000. AMG Asset Management Group Inc. bought a new stake in shares of NVIDIA during the 4th quarter worth approximately $2,137,000. Forty three Eighteen Advisors LLC acquired a new stake in shares of NVIDIA in the 4th quarter valued at approximately $4,361,000. Finally, Rockefeller Capital Management L.P. boosted its holdings in shares of NVIDIA by 3.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 8,676,526 shares of the computer hardware maker’s stock valued at $1,618,172,000 after buying an additional 270,999 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More.
• Positive Sentiment: Product launches at GTC — Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and DLSS 5 — broaden NVDA’s stack from chips into software, inference and agentic AI, increasing monetization pathways beyond GPUs. Read More.
• Positive Sentiment: Nvidia says it has received purchase orders and is restarting manufacturing of China‑compliant H200 chips — a reopening of a large addressable market if production and export licenses hold. Read More.
• Neutral Sentiment: Wall Street remains bullish on the long-term thesis (multiple firms reaffirm Buy/raise targets), which supports upside but doesn’t guarantee a near-term rally. Read More.
• Neutral Sentiment: New gaming and graphics tech (DLSS 5) expands TAM via consumer/gaming monetization, but this is incremental vs. the data‑center/inference opportunity. Read More.
• Negative Sentiment: Market reaction was muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin implications. That cautious tone is weighing on the share price. Read More.
• Negative Sentiment: Insider/director selling and heavy disclosed insider sales across the company add a near-term sentiment headwind for some investors. Read More.
• Negative Sentiment: Geopolitical & competitive risks — China export rules, rising in‑house hyperscaler chips and rivals are cited as execution risks that could delay or compress the expected upside. Read More.

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.