NVIDIA Corporation (NASDAQ:NVDA) Receives Average Rating of “Buy” from Analysts

Shares of NVIDIA Corporation (NASDAQ:NVDA) have received an average recommendation of “Buy” from the fifty-three ratings firms that are presently covering the company, MarketBeat Ratings reports. Two investment analysts have rated the stock with a hold recommendation, forty-seven have assigned a buy recommendation and four have issued a strong buy recommendation on the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $275.9478.

Several research firms have recently commented on NVDA. Citigroup increased their target price on NVIDIA from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Morgan Stanley set a $260.00 price target on shares of NVIDIA in a research note on Monday, March 2nd. Benchmark reaffirmed a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a report on Tuesday, March 17th. Bank of America increased their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Finally, JPMorgan Chase & Co. boosted 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.

NVIDIA Stock Up 1.8%

Shares of NASDAQ NVDA opened at $175.81 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. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19. The stock’s 50-day simple moving average is $184.42 and its 200-day simple moving average is $184.32. The firm has a market cap of $4.27 trillion, a price-to-earnings ratio of 35.88, a PEG ratio of 0.58 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the prior year, the business posted $0.89 earnings per share. NVIDIA’s revenue for the quarter was up 73.2% on a year-over-year basis. As a group, equities analysts anticipate that NVIDIA will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company 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 $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is 0.82%.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia announced partnerships with Emerald AI and several major U.S. power companies to build “grid‑flexible” AI factories that can speed data‑center deployment and help manage power demand — a practical solution to energy constraints that supports faster corporate and cloud customer adoption. NVIDIA, Emeral AI partner with energy firms to develop grid-flexible AI data centers
• Positive Sentiment: Bullish GTC messaging and upgraded analyst views: Nvidia reiterated a multi‑year, ~$1T+ systems opportunity and several firms raised price targets or reaffirmed buy/overweight ratings (Raymond James, Cantor Fitzgerald, Rosenblatt), which supports longer‑term upside expectations. Raymond James Raises PT on NVIDIA (NVDA) Stock
• Positive Sentiment: Macro relief lifted sentiment: reports of de‑escalation in Iran and a broader market rally helped risk assets recover — a favorable backdrop for Nvidia given its high beta and concentration in major indices. Dow Jones Futures: Trump’s Iran Comments Spark Stock Market Rally; Micron, Nvidia, Palantir, Tesla Are Big Movers
• Neutral Sentiment: Product/partnership breadth: new collaborations (e.g., Asylon for DroneIQ Overwatch) expand Nvidia’s “physical AI” footprint but are incremental to core datacenter GPU demand. These signal TAM expansion but aren’t immediate revenue drivers. Asylon and NVIDIA Collaborate to Advance Physical AI in Robotic Security
• Neutral Sentiment: Supply-chain reality: reporting that TSMC capacity constraints could force redesigns of next‑gen systems highlights execution/timing risks — important for timelines but not a direct demand signal. Investors should watch fab cadence and delivery schedules. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Negative Sentiment: Insider selling — reports show several sizable insider sales over recent days (blocks totalling millions), which can sap near‑term sentiment and raise questions about timing of allocations. Monitor filings for context (planned sales vs. opportunistic). Nvidia (NVDA) Insiders Dump $14.26 Million in Stock Over 48 Hours
• Negative Sentiment: Regulatory/antitrust scrutiny: lawmakers and Senate questions around the Nvidia‑Groq deal and broader AI stack raise oversight risk and potential deal delays — a headline risk that can pressure shares until clarified. As Lawmakers Zero in on Nvidia-Groq Deal, Should You Be Worried About NVDA Stock?
• Negative Sentiment: Technical downside warning: some chart analysts cite a breakdown of key support with targets nearer $150 — if confirmed, technical selling could amplify volatility independent of fundamentals. NVIDIA Corp. (NVDA) Price Forecast: Breakdown Signals Further Downside Risk

Insider Transactions at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the sale, the executive vice president directly owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the sale, the chief financial officer owned 881,387 shares in the company, valued at $154,145,772.43. The trade was a 4.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,179,934 shares of company stock valued at $215,053,678 over the last quarter. Insiders own 4.17% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Large investors have recently added to or reduced their stakes in the company. Center for Financial Planning Inc. raised its holdings in shares of NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after purchasing an additional 367 shares during the last quarter. PMG Family Office LLC acquired a new position in NVIDIA during the third quarter worth $2,150,000. Atria Investments Inc grew its position in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after purchasing an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ acquired a new stake in NVIDIA in the 3rd quarter valued at $37,316,000. Finally, Oak Ridge Investments LLC increased its stake in NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after buying an additional 20,559 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

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.