NVIDIA Corporation (NASDAQ:NVDA) Given Average Recommendation of “Buy” by Brokerages

Shares of NVIDIA Corporation (NASDAQ:NVDA) have been assigned a consensus recommendation of “Buy” from the fifty-four ratings firms that are presently covering the firm, MarketBeat.com reports. Two research analysts have rated the stock with a hold rating, forty-eight have issued a buy rating and four have given a strong buy rating to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $275.2522.

NVDA has been the topic of several research analyst reports. Robert W. Baird boosted their price objective on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. TD Cowen reiterated a “buy” rating and issued a $235.00 price objective on shares of NVIDIA in a report on Tuesday, March 17th. Needham & Company LLC reiterated a “buy” rating and issued a $240.00 price objective on shares of NVIDIA in a report on Wednesday, March 18th. Raymond James Financial boosted their target price on NVIDIA from $291.00 to $323.00 and gave the stock a “strong-buy” rating in a research note on Thursday, March 19th. Finally, Wedbush boosted their target price on NVIDIA from $230.00 to $300.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd.

NVIDIA Price Performance

NVDA stock opened at $202.50 on Friday. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The company has a market capitalization of $4.92 trillion, a PE ratio of 41.33, a P/E/G ratio of 0.66 and a beta of 2.34. NVIDIA has a 12-month low of $102.02 and a 12-month high of $212.19. The business’s fifty day moving average price is $184.08 and its 200 day moving average price is $185.28.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.89 EPS. On average, sell-side analysts anticipate that NVIDIA will post 7.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were paid a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Insider Transactions at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at approximately $6,362,796.97. This trade represents a 34.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 953,976 shares of company stock valued at $171,173,819 over the last quarter. Insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

Several hedge funds have recently added to or reduced their stakes in NVDA. State Street Corp boosted its position in shares of NVIDIA by 1.2% during the 4th quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after acquiring an additional 11,451,386 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of NVIDIA by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock worth $109,446,217,000 after acquiring an additional 3,383,441 shares in the last quarter. Norges Bank acquired a new position in shares of NVIDIA during the 4th quarter worth about $62,244,133,000. Bank of America Corp DE boosted its position in shares of NVIDIA by 1.5% during the 4th quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock worth $34,909,347,000 after acquiring an additional 2,849,678 shares in the last quarter. Finally, Legal & General Group Plc boosted its position in shares of NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after acquiring an additional 2,609,560 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Memory suppliers report blowout AI-driven profits, reinforcing strong GPU demand that supports Nvidia’s data-center TAM — SK Hynix posted a five-fold jump in Q1 operating profit and said AI-driven memory demand is expanding across DRAM and NAND. Nvidia supplier SK Hynix Q1 profit rises more than five-fold
• Positive Sentiment: Nvidia is broadening its addressable market beyond GPUs — the company unveiled “Ising,” open-source AI models aimed at quantum processor calibration and error correction, signaling new revenue streams (quantum + AI). NVDA Sets Sight on $11B Quantum Opportunity With Ising
• Positive Sentiment: CEO Jensen Huang doubled down on Nvidia’s superior “performance per TCO” and disciplined pricing/sales practices — comments that reinforce competitive moat and pricing power in investor eyes. Jensen Huang Says ‘Not One Company’ Can Match NVIDIA’s Performance Per Dollar
• Positive Sentiment: Customer deals highlight continued demand for Nvidia GPUs — a disclosed multi-year enterprise contract to deploy thousands of B300 GPUs (Axe Compute) underscores commercial pull for Nvidia hardware. Axe Compute jumps after unveiling $260M NVIDIA B300 GPU deal
• Neutral Sentiment: Analyst and market notes highlight Nvidia’s strong growth and favorable valuation arguments, but also note the stock has paused after a recent rally — mixed signals for short-term traders. Nvidia: Trading At A Rare Discount
• Negative Sentiment: Big-cloud rivals are pushing custom AI silicon — Google announced TPU 8t (training) and TPU 8i (inference), an explicit attempt to reduce hyperscaler spend on GPUs and compete with Nvidia in infrastructure. Investors see this as a medium-term competitive risk. Google Cloud launches two new AI chips to compete with Nvidia
• Negative Sentiment: Geopolitical/market access limits remain a headwind — US Commerce official said Nvidia’s H200 chips have not yet been sold to Chinese firms, capping revenue upside from that market for now. Nvidia has not yet sold its H200 AI chips to China
• Negative Sentiment: Management warns manufacturing bottlenecks may persist 2–3 years, a constraint that could limit supply growth and cap near-term revenue upside despite strong demand. Manufacturing bottlenecks are a 2–3 year problem

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.