Riversedge Advisors LLC Acquires 5,773 Shares of NVIDIA Corporation $NVDA

Riversedge Advisors LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 16.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,423 shares of the computer hardware maker’s stock after buying an additional 5,773 shares during the quarter. NVIDIA accounts for about 1.1% of Riversedge Advisors LLC’s holdings, making the stock its 14th biggest position. Riversedge Advisors LLC’s holdings in NVIDIA were worth $8,288,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Defender Capital LLC. grew its holdings in NVIDIA by 0.7% during the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock worth $1,507,000 after buying an additional 50 shares in the last quarter. Spectrum Financial Alliance Ltd LLC lifted its stake in NVIDIA by 3.8% during the 1st quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock valued at $243,000 after acquiring an additional 51 shares in the last quarter. LMG Wealth Partners LLC lifted its stake in 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 acquiring an additional 53 shares in the last quarter. Vision Financial Markets LLC boosted its holdings in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after acquiring an additional 53 shares during the last quarter. Finally, JGP Global Gestao de Recursos Ltda. boosted its holdings in NVIDIA by 2.3% during the 4th quarter. JGP Global Gestao de Recursos Ltda. now owns 2,402 shares of the computer hardware maker’s stock worth $448,000 after acquiring an additional 55 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: AI demand remains exceptionally strong. NVIDIA’s recent results showed revenue of approximately $96.2 billion, up 105.9% year over year, while management reportedly sees roughly 70% revenue growth in fiscal 2028. Analysts and investors continue to view the Vera Rubin platform and sustained hyperscaler spending as important long-term catalysts. Nvidia: Unstoppable Momentum As Vera Rubin Platform Takes Off
• Positive Sentiment: NVIDIA is expanding its platform and defending against custom chips. The company’s approximately $3.5 billion convertible-bond investment in MediaTek will support NVLink Fusion and extend NVIDIA technology into custom AI infrastructure, edge computing, PCs and automotive applications. The strategy could keep customers tied to NVIDIA’s networking and CUDA ecosystems as hyperscalers develop proprietary accelerators. Qualcomm rival MediaTek jumps 10% after $3.5 billion Nvidia AI chip deal
• Positive Sentiment: Additional ecosystem demand supports the growth narrative. Anthropic reportedly agreed to a $35 billion cloud-computing deal with NVIDIA-backed Lambda, while NVIDIA-backed SB Energy filed for an IPO. These developments reinforce demand for AI compute and data-center infrastructure, although they also raise questions about interconnected financing. Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda
• Neutral Sentiment: Growth is shifting toward infrastructure bottlenecks. Reports highlight tight supply in memory, optical networking, power and cooling equipment. This validates AI expansion but may redirect some profit to suppliers and make NVIDIA’s own component costs higher. Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom
• Negative Sentiment: Margin and financing concerns are weighing on sentiment. NVIDIA expects higher supply costs to pressure gross margins, while reports that it paused parts of an AI-cloud financing program have revived concerns about circular transactions, credit risk and possible antitrust scrutiny. Nvidia’s Latest ‘Circular’ Deal Might Be Its Most Confusing Yet
• Negative Sentiment: Macro conditions are pressuring high-growth technology stocks. A global bond selloff, higher long-term Treasury yields, expectations of tighter Federal Reserve policy and traditionally weak September seasonality are encouraging investors to reduce exposure to richly valued semiconductor shares. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields

Insiders Place Their Bets

In related news, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. This trade represents a 14.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 3.94% of the company’s stock.

NVIDIA Trading Down 1.5%

Shares of NVDA stock opened at $217.44 on Wednesday. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The firm has a market cap of $5.24 trillion, a P/E ratio of 27.49, a PEG ratio of 1.73 and a beta of 2.22. The company has a 50 day moving average of $208.68 and a 200-day moving average of $201.27. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. During the same period in the prior year, the company earned $1.05 earnings per share. NVIDIA’s revenue was up 105.9% compared to the same quarter last year. Sell-side analysts anticipate that NVIDIA Corporation will post 9.1 earnings per share for the current year.

NVIDIA declared that its board has authorized a stock repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s leadership believes its shares are undervalued.

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be paid a dividend of $0.25 per share. The ex-dividend date is Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s dividend payout ratio is presently 12.64%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on NVDA shares. Melius Research set a $420.00 price target on shares of NVIDIA in a research report on Thursday, August 27th. Morgan Stanley set a $300.00 price objective on shares of NVIDIA and gave the stock an “overweight” rating in a research report on Thursday, August 27th. HSBC increased their price objective on shares of NVIDIA from $360.00 to $365.00 in a research note on Thursday, August 27th. Evercore set a $465.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Finally, BNP Paribas Exane boosted their target price on NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $324.23.

NVIDIA 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.