NVIDIA’s (NVDA) “Buy” Rating Reaffirmed at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a report released on Monday morning,Benzinga reports. They currently have a $325.00 price objective on the computer hardware maker’s stock.

Other equities research analysts also recently issued research reports about the stock. TD Cowen reaffirmed a “buy” rating and issued a $235.00 price objective on shares of NVIDIA in a report on Tuesday, March 17th. Jefferies Financial Group reissued a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Fundamental Research set a $218.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. William Blair set a $300.00 price target on shares of NVIDIA in a research note on Thursday, March 12th. Finally, Macquarie Infrastructure upgraded shares of NVIDIA to an “outperform” rating in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, NVIDIA currently has an average rating of “Buy” and an average target price of $275.95.

NVIDIA Stock Up 1.8%

NVDA opened at $175.81 on Monday. The stock’s 50 day moving average price is $184.42 and its 200 day moving average price is $184.32. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The stock has a market cap of $4.27 trillion, a P/E ratio of 35.88, a P/E/G ratio of 0.58 and a beta of 2.33. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19.

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, topping 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 company had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the previous year, the firm posted $0.89 EPS. The firm’s quarterly revenue was up 73.2% on a year-over-year basis. As a group, research analysts predict that NVIDIA will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

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

Insider Buying and Selling

In other NVIDIA news, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director directly owned 36,007 shares of the company’s stock, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the sale, the chief financial officer directly owned 881,387 shares of the company’s stock, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,179,934 shares of company stock valued at $215,053,678. 4.17% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On NVIDIA

A number of large investors have recently made changes to their positions in NVDA. Norges Bank purchased a new stake in shares of NVIDIA in the fourth quarter valued at $62,244,133,000. J. Stern & Co. LLP grew its holdings in shares of NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after buying an additional 124,849,603 shares in the last quarter. Cardano Risk Management B.V. grew its holdings in shares of NVIDIA by 896.4% during the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after buying an additional 70,283,539 shares in the last quarter. Capital Research Global Investors raised its position in NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after buying an additional 22,896,705 shares during the period. Finally, Laurel Wealth Advisors LLC raised its position in NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after buying an additional 21,725,326 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.

Trending Headlines about 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

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.