NVIDIA (NASDAQ:NVDA) Price Target Raised to $287.00 at Truist Financial

NVIDIA (NASDAQ:NVDA) had its price target lifted by Truist Financial from $283.00 to $287.00 in a report published on Wednesday,Benzinga reports. Truist Financial currently has a buy rating on the computer hardware maker’s stock.

A number of other equities research analysts have also recently commented on NVDA. TD Cowen reaffirmed a “buy” rating and set a $235.00 target price on shares of NVIDIA in a report on Tuesday. Benchmark reissued a “buy” rating and set a $250.00 price target on shares of NVIDIA in a report on Tuesday. Bank of America raised their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. The Goldman Sachs Group set a $250.00 price objective on shares of NVIDIA and gave the company a “buy” rating in a report on Wednesday, February 25th. Finally, UBS Group reiterated a “buy” rating on shares of NVIDIA in a research report on Tuesday. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $274.30.

NVIDIA Stock Performance

Shares of NVDA stock opened at $180.40 on Wednesday. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The stock 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. The business has a 50-day simple moving average of $184.97 and a 200-day simple moving average of $184.15.

NVIDIA (NASDAQ:NVDA) last posted 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 firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the company earned $0.89 earnings per share. NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. On average, equities analysts expect that NVIDIA will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be paid 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 (DPR) is 0.82%.

Insider Buying and Selling

In other news, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the sale, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Colette Kress sold 27,640 shares of the stock in a transaction that occurred 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 sale, the chief financial officer directly owned 846,772 shares of the company’s stock, valued at approximately $148,794,775.84. This represents a 3.16% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,020,784 shares of company stock valued at $186,152,154. 4.17% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Joule Financial LLC boosted its holdings in 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 purchasing an additional 50 shares during the last quarter. Presidio Capital Management LLC raised its position in shares of NVIDIA by 0.4% during the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock valued at $2,823,000 after buying an additional 53 shares during the period. LMG Wealth Partners LLC raised its position in shares of NVIDIA by 0.7% during the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after buying an additional 53 shares during the period. Vision Financial Markets LLC lifted its holdings in NVIDIA by 1.2% in the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after acquiring an additional 53 shares during the last quarter. Finally, Websterrogers Financial Advisors LLC lifted its holdings 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 acquiring an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key NVIDIA News

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.