NVIDIA (NASDAQ:NVDA) Given “Buy” Rating at TD Cowen

TD Cowen reaffirmed their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a report published on Tuesday,Benzinga reports. The firm currently has a $235.00 price objective on the computer hardware maker’s stock.

Other equities research analysts have also issued research reports about the stock. DZ Bank reissued a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. JPMorgan Chase & Co. upped their target price on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Truist Financial increased their price target on shares of NVIDIA from $275.00 to $283.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Oppenheimer reissued an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Finally, Fundamental Research set a $218.00 price objective on NVIDIA in a report 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. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $274.21.

NVIDIA Trading Down 0.7%

Shares of NVDA opened at $181.93 on Tuesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The company has a market cap of $4.42 trillion, a price-to-earnings ratio of 37.13, a PEG ratio of 0.62 and a beta of 2.33. The stock has a fifty day moving average price of $185.14 and a two-hundred day moving average price of $184.18. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 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 company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the prior year, the business earned $0.89 earnings per share. The business’s revenue for the quarter was up 73.2% on a year-over-year basis. Analysts predict that NVIDIA will post 2.77 EPS for the current fiscal 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 paid a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s payout ratio is 0.82%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director owned 14,788 shares in the company, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Colette Kress sold 27,640 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 value of $4,856,900.80. Following the completion of the transaction, the chief financial officer directly owned 846,772 shares in the company, valued at approximately $148,794,775.84. This trade represents a 3.16% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,020,784 shares of company stock valued at $186,152,154. 4.17% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On NVIDIA

A number of institutional investors have recently made changes to their positions in NVDA. Joule Financial LLC increased its stake in shares of NVIDIA by 2.2% in the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after acquiring an additional 50 shares during the last quarter. Presidio Capital Management LLC boosted its stake in NVIDIA by 0.4% during the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock worth $2,823,000 after acquiring an additional 53 shares during the last quarter. LMG Wealth Partners LLC grew its holdings in NVIDIA by 0.7% during the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after purchasing an additional 53 shares during the period. Vision Financial Markets LLC grew its holdings in NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the period. Finally, Websterrogers Financial Advisors LLC increased its stake in NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after purchasing an additional 54 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting NVIDIA

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.