Citigroup Increases NVIDIA (NASDAQ:NVDA) Price Target to $300.00

NVIDIA (NASDAQ:NVDA) had its target price boosted by research analysts at Citigroup from $270.00 to $300.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the computer hardware maker’s stock. Citigroup’s price objective suggests a potential upside of 69.31% from the stock’s current price.

A number of other analysts have also recently weighed in on the company. BNP Paribas Exane boosted their price target on NVIDIA from $260.00 to $270.00 and gave the stock an “outperform” rating in a research report on Thursday. Wolfe Research raised their price objective on NVIDIA from $250.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Deutsche Bank Aktiengesellschaft upped their target price on NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. Zacks Research downgraded NVIDIA from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Finally, Bank of America boosted their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average target price of $271.86.

NVIDIA Price Performance

NASDAQ NVDA opened at $177.19 on Thursday. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The stock has a market capitalization of $4.31 trillion, a PE ratio of 36.16, a price-to-earnings-growth ratio of 0.54 and a beta of 2.31. NVIDIA has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a 50 day moving average price of $186.43 and a two-hundred day moving average price of $183.86.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 110.96%. The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter last year, the firm earned $0.89 EPS. NVIDIA’s revenue for the quarter was up 73.2% on a year-over-year basis. As a group, equities analysts predict that NVIDIA will post 2.77 earnings per share for the current fiscal year.

Insider Activity at NVIDIA

In other news, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the transaction, the executive vice president owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. The trade was a 5.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,610,848 shares of company stock valued at $291,619,375. Company insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

Several institutional investors have recently modified their holdings of NVDA. Southern Capital Services Inc. ADV bought a new stake in shares of NVIDIA during the fourth quarter valued at approximately $228,000. Arwa LLC acquired a new stake in NVIDIA during the fourth quarter worth $986,000. Instrumental Wealth LLC increased its holdings in NVIDIA by 2.4% in the 4th quarter. Instrumental Wealth LLC now owns 13,682 shares of the computer hardware maker’s stock valued at $2,530,000 after buying an additional 326 shares during the period. Compass Financial Services Inc raised its stake in shares of NVIDIA by 20.9% in the 4th quarter. Compass Financial Services Inc now owns 1,157 shares of the computer hardware maker’s stock valued at $216,000 after buying an additional 200 shares in the last quarter. Finally, 46 Peaks LLC bought a new position in shares of NVIDIA during the 4th quarter worth about $385,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record quarter and aggressive guidance: NVDA topped estimates and guided to about $78B for the next quarter, reinforcing very strong AI demand and pushing many analysts to lift long‑term forecasts. Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
• Positive Sentiment: Wall Street is raising targets: Multiple firms raised price targets and reiterated buy/outperform views after the quarter, signaling continued analyst confidence in NVDA’s secular AI position. Analyst price target and rating updates
• Positive Sentiment: Strategic ecosystem wins — OpenAI round and partnerships: NVDA was named among corporate backers in a massive OpenAI funding round, which supports continued demand for Nvidia compute. OpenAI’s $110 billion funding round draws investment from Amazon, Nvidia, SoftBank
• Neutral Sentiment: China exposure remains uncertain: Nvidia has secured limited export licenses but says it has not yet generated meaningful China revenue, leaving a material market risk unresolved. Nvidia still hasn’t sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
• Neutral Sentiment: Supply constraints in gaming GPUs: Management warned gaming‑chip shortages may persist into year‑end, a reminder that parts of the business face production/timing risks even as data center demand booms. Nvidia expects gaming chips shortage to last until year-end
• Negative Sentiment: “Sell‑the‑news” and sky‑high expectations: Despite the beat, investors punished the stock because results had been largely priced in and the market is sensitive to any sign growth could decelerate; several outlets noted investors were “left wanting more.” Nvidia earnings showcase a harsh reality for AI stocks: Investors are getting harder and harder to please
• Negative Sentiment: Macro and market‑wide forces: A hot Producer Price Index and rotation out of mega‑cap tech pressured the Nasdaq and amplified NVDA’s pullback even though the company’s fundamentals remain strong. US Equity Indexes Fall This Week as Nvidia’s Blowout Quarterly Results Fail to Stem Broadening Market Leadership
• Negative Sentiment: Heightened competition and long‑term risk debates: Coverage flagged growing competition (custom silicon from hyperscalers, AMD, Broadcom, Google) and investor concerns about sustainability of hyperscaler capex — these narratives amplify volatility around NVDA. Nvidia’s stock wrapping up tough week as Wall Street focuses more on competition than growth

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.