NVIDIA’s (NVDA) “Buy” Rating Reiterated at TD Cowen

TD Cowen restated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a research report released on Tuesday,Benzinga reports. They currently have a $235.00 price target on the computer hardware maker’s stock.

A number of other brokerages also recently issued reports on NVDA. Bank of America raised their price objective on NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. BNP Paribas Exane increased their target price on shares of NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. DZ Bank restated a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Citigroup boosted their price target on shares of NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Finally, Benchmark reaffirmed a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Tuesday. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA presently has an average rating of “Buy” and a consensus target price of $275.40.

NVIDIA Stock Performance

NASDAQ NVDA opened at $178.81 on Tuesday. The company has a market capitalization of $4.34 trillion, a price-to-earnings ratio of 36.49, a PEG ratio of 0.61 and a beta of 2.33. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. The stock has a fifty day simple moving average of $184.84 and a 200 day simple moving average of $184.12.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping 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 business’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.89 EPS. Sell-side analysts expect that NVIDIA will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Insiders Place Their Bets

In other news, CFO Colette Kress sold 20,000 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the transaction, the chief financial officer owned 93,060 shares of the company’s stock, valued at $16,352,503.20. This represents a 17.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the sale, the executive vice president owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. This represents a 8.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 798,284 shares of company stock worth $146,064,329. 4.17% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in NVIDIA in the 4th quarter valued at $62,244,133,000. J. Stern & Co. LLP raised its holdings in 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 worth $23,454,297,000 after buying an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. raised its holdings in 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 buying an additional 70,283,539 shares during the last quarter. Capital Research Global Investors lifted its stake in shares of NVIDIA by 16.1% in 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 in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of NVIDIA by 15,496.1% in 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 in the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Elon Musk said SpaceX AI and Tesla will continue buying Nvidia chips at scale — a high-profile customer commitment that supports steady hyperscaler demand. Musk: SpaceX AI, Tesla to keep buying Nvidia chips at scale
• Positive Sentiment: NVIDIA told Reuters it will sell 1 million chips to Amazon by end-2027 under a cloud deal — concrete large-volume orders that underpin multi-year data-center revenue visibility. Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
• Positive Sentiment: Chinese authorities approved H200 AI chip sales to multiple customers and NVIDIA is restarting China‑compliant production — reopening a major addressable market if licenses and logistics hold. Chinese authorities approve Nvidia’s H200 AI chip sales
• Positive Sentiment: Micron’s blowout quarter highlights surging HBM/memory demand for AI GPUs — a supply-chain tailwind that strengthens NVDA’s TAM and margin outlook. Micron’s Mic-Drop Quarter
• Positive Sentiment: Wall Street momentum: multiple firms raised targets or added NVDA to “best ideas” lists (New Street, Rosenblatt, Raymond James, BofA reaffirmations), supporting upside via analyst conviction. NVDA jumps onto New Street’s 2026 Best Ideas list
• Neutral Sentiment: GTC product and strategy slate (Vera Rubin, Vera CPU, software/inference stack, buyback/dividend commitment) broadens monetization but will take quarters to translate into recognized revenue. Nvidia Stock Didn’t Get a GTC Bump
• Negative Sentiment: U.S. prosecutors allege some tech execs smuggled Nvidia chips to China — a legal/regulatory headline that raises compliance and reputational risk. U.S. tech execs smuggled Nvidia chips to China, prosecutors say
• Negative Sentiment: Bear-case coverage and technical selling: pieces warning of large drawdowns and a muted post‑GTC market reaction led some investors to take profits, pressuring the stock today. Nvidia Stock Warning: How NVDA Could Plunge 30% from Here
• Negative Sentiment: Insider/director selling was disclosed this week — a near-term sentiment headwind for some investors. Insider selling SEC filing

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.