Wall Street Zen Upgrades NVIDIA (NASDAQ:NVDA) to “Strong-Buy”

NVIDIA (NASDAQ:NVDA) was upgraded by investment analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a note issued to investors on Saturday.

A number of other equities research analysts have also weighed in on the stock. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $255.00 price objective (up from $220.00) on shares of NVIDIA in a report on Thursday, May 21st. Argus raised their target price on shares of NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Royal Bank Of Canada lifted their price target on shares of NVIDIA from $300.00 to $330.00 and gave the company an “outperform” rating in a research note on Thursday. Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price target on shares of NVIDIA in a report on Monday, August 24th. Finally, Bank of America reissued a “buy” rating and issued a $350.00 price objective (up from $320.00) on shares of NVIDIA in a research note on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA currently has a consensus rating of “Moderate Buy” and a consensus target price of $322.61.

NVIDIA Trading Down 4.6%

NVIDIA stock traded down $10.43 during mid-day trading on Friday, hitting $217.55. The company’s stock had a trading volume of 194,280,060 shares, compared to its average volume of 125,138,792. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.85 and a current ratio of 4.59. The company has a 50 day moving average of $208.09 and a 200-day moving average of $200.77. NVIDIA has a one year low of $164.07 and a one year high of $236.54. The stock has a market cap of $5.24 trillion, a PE ratio of 27.50, a P/E/G ratio of 0.44 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same period last year, the company earned $1.05 earnings per share. On average, research analysts anticipate that NVIDIA will post 8.92 EPS for the current year.

NVIDIA declared that its Board of Directors has initiated a stock buyback plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of the company’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the sale, the director owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the sale, the director directly owned 116,135 shares in the company, valued at $25,053,803.55. This trade represents a 11.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,900,500 shares of company stock valued at $410,449,265 in the last three months. 3.94% of the stock is currently owned by insiders.

Institutional Investors Weigh In On NVIDIA

A number of institutional investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of NVIDIA during the 4th quarter worth approximately $62,244,133,000. J. Stern & Co. LLP boosted its stake in NVIDIA by 13,709.1% in 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 acquiring an additional 124,849,603 shares in the last quarter. Jupiter Topco LLC purchased a new position in NVIDIA in the second quarter worth $16,156,076,000. Cardano Risk Management B.V. increased its position 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 worth $14,570,119,000 after purchasing an additional 70,283,539 shares in the last quarter. Finally, Capital Research Global Investors increased its position in shares of 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 worth $30,855,564,000 after purchasing an additional 22,896,705 shares in the last quarter. Institutional investors 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 reported fiscal Q2 revenue of approximately $96.2 billion, up 106% year over year and ahead of Wall Street expectations. Data-center revenue rose 117% to $89 billion, while adjusted EPS of $2.22 also exceeded consensus. The results reinforced that hyperscaler AI spending remains robust. Nvidia rises after signaling longer AI spending runway
• Positive Sentiment: Management guided to roughly $108 billion in fiscal Q3 revenue and indicated that fiscal 2028 sales could grow about 70%, well above the roughly 45% growth analysts had modeled. The forecast has shifted the debate from whether AI demand is slowing to whether NVIDIA and its suppliers can build enough capacity. Nvidia’s 70% growth forecast
• Positive Sentiment: Several analysts raised their NVIDIA price targets following the results, including Wedbush, Truist, RBC and JPMorgan. The upgrades reflect expectations for sustained Blackwell demand, the Vera Rubin product ramp and strong order visibility through fiscal 2028. Wedbush lifts Nvidia price target
• Neutral Sentiment: NVIDIA is reportedly pursuing a roughly $12.9 billion acquisition of open-source AI platform Hugging Face. The deal could expand NVIDIA’s software ecosystem and improve visibility into future AI workloads, but reports indicate terms may not be finalized and the valuation is high relative to Hugging Face’s revenue. Nvidia agrees to buy Hugging Face report
• Negative Sentiment: Investors are locking in gains after NVIDIA’s strong post-earnings rally. The stock’s elevated valuation and proximity to record levels make it vulnerable to short-term profit-taking even though fundamentals remain strong. Nvidia AMD Intel stocks slide as investors take profits
• Negative Sentiment: Gross-margin expectations are moving lower toward roughly 72%–73% as NVIDIA absorbs higher memory, packaging and infrastructure costs. Management also said supply constraints remain significant, potentially limiting how much demand can immediately translate into revenue and cash flow.
• Negative Sentiment: Broader market pressure is coming from a more hawkish Federal Reserve outlook, while NVIDIA’s decision to exclude China data-center compute revenue from its forecast underscores continuing export-control and geopolitical risks. Reports that the company paused some revenue-sharing arrangements with AI cloud providers also raise questions about financing and customer ROI. Nvidia pauses revenue-sharing deals

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.