NVIDIA (NASDAQ:NVDA) Given Buy Rating at Needham & Company LLC

Needham & Company LLC restated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have a $240.00 price objective on the computer hardware maker’s stock.

Several other research firms have also weighed in on NVDA. Tigress Financial restated a “strong-buy” rating and set a $360.00 target price (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. President Capital increased their price target on NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a report on Friday, November 28th. Robert W. Baird raised their price objective on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. William Blair set a $300.00 price objective on NVIDIA in a research note on Thursday, March 12th. Finally, Zacks Research raised NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, February 25th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $274.30.

NVIDIA Stock Down 0.8%

NVDA opened at $180.40 on Wednesday. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19. The firm has a 50 day moving average price of $184.97 and a 200 day moving average price of $184.15. 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 $4.38 trillion, a PE ratio of 36.82, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the previous year, the company posted $0.89 earnings per share. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. Sell-side analysts expect that NVIDIA will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be given a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Insiders Place Their Bets

In related news, CFO Colette Kress sold 20,000 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares of the company’s stock, 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 is accessible through this link. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the sale, the director owned 7,621,453 shares of the company’s stock, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,020,784 shares of company stock valued at $186,152,154 over the last ninety days. Insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

A number of institutional investors have recently made changes to their positions in NVDA. Brighton Jones LLC grew its holdings in NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE lifted its position in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC grew its stake in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. grew its stake in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after purchasing an additional 896 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia says Chinese authorities approved H200 sales and the company has received purchase orders — management is restarting China‑compliant H200 production, reopening a large market if licenses and supply hold. Chinese authorities approve Nvidia H200 sales
• Positive Sentiment: Jensen Huang guided to >$1 trillion in demand for Blackwell and Rubin systems through 2027 — that figure reset investor expectations about the size of Nvidia’s inference/AI‑infrastructure TAM. $1T Blackwell/Rubin opportunity
• Positive Sentiment: GTC product roadmap expands monetization beyond GPUs (Vera Rubin platform, Vera CPU, Nemotron inference, OpenClaw/NemoClaw agent tools, DLSS 5) — broadens software, inference and agentic AI revenue pathways. GTC product and OpenClaw coverage
• Positive Sentiment: Wall Street stayed largely bullish after GTC — multiple firms reaffirmed/raised price targets and Buy ratings, supporting upside expectations. Analyst updates after GTC
• Positive Sentiment: Management signaled capital returns — a plan to deploy ~50% of free cash flow to buybacks/dividends improves shareholder return outlook. FCF return plan
• Neutral Sentiment: Multiple partner wins and ecosystem integrations (robotaxi partners, cloud and optics suppliers, hospital/healthcare use cases) validate demand but are multi‑quarter revenue plays. WeRide / DRIVE partnerships
• Negative Sentiment: Market reaction was muted — shares traded sideways/edged lower after the keynote as investors look for concrete order recognition, supply timelines and margin impact. That caution is weighing on near‑term performance. Muted market reaction
• Negative Sentiment: Insider selling and profit‑taking: a director disclosed a sale this week, which can pressure sentiment even if it’s small versus institutional ownership. Insider Form 4 disclosure
• Negative Sentiment: Regulatory, tariff and competitive risks remain — potential U.S. export/tariff friction, DOJ antitrust scrutiny around talent deals, and rising hyperscaler/in‑house rivals could slow or compress upside. DOJ antitrust comments China tariff risk

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.