NVIDIA (NASDAQ:NVDA) Shares Up 5.6% – Here’s What Happened

Shares of NVIDIA Corporation (NASDAQ:NVDA) shot up 5.6% during mid-day trading on Tuesday . The stock traded as high as $174.62 and last traded at $174.3370. 223,376,858 shares were traded during trading, an increase of 23% from the average session volume of 181,138,016 shares. The stock had previously closed at $165.17.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia announced a $2 billion strategic equity investment and deeper NVLink Fusion partnership with Marvell — a move that expands Nvidia’s AI‑factory ecosystem, secures third‑party NVLink‑compatible silicon for hyperscalers and strengthens long‑term customer lock‑in. Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership
• Positive Sentiment: Partners in the AI‑factory stack are validating integrations (storage/networking with VAST AI), reducing deployment friction for enterprise AI clusters — that supports faster customer rollouts of Nvidia‑centric data centers. Aviz Networks Validates Multi-Tenant Storage Networking for VAST AI OS Powering NVIDIA AI Factory Deployments
• Positive Sentiment: Wall‑Street and institutional sentiment remains broadly supportive: a large majority of analysts keep “Buy” ratings and several firms reaffirmed or kept lofty price targets, giving upside support if fundamentals keep trending. Bullish Analyst Sentiment Amid NVIDIA (NVDA)’s Growing Dominance in AI
• Neutral Sentiment: Long‑term historical signals and institutional accumulation stories (multi‑year gains cited by some outlets) underpin the bullish narrative, but they are not immediate catalysts for price — useful for conviction but less so for timing. AI, Institutions Drive NVIDIA Higher
• Negative Sentiment: Geopolitical escalation (Iran threats) has triggered a semiconductor selloff and raised supply‑chain/security concerns that can pressure NVDA shares short term, particularly given the sensitivity of global fabs and data‑center projects. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.
• Negative Sentiment: IDC data show Chinese GPU/AI‑accelerator vendors grabbing significant share in China, signaling intensifying competition in a major market that could cap growth or margin expansion there. Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks, IDC says
• Negative Sentiment: Volatility in memory and AI‑infrastructure cycles (memory rout / pricing swings) has recently hit NVDA and peers — that macro/commodity pressure can amplify short‑term downside even if Nvidia’s long‑run demand remains strong. AI Memory Rout Wipes 9% Off Nvidia Stock: Chart Says More Pain Ahead

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Evercore reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Wolfe Research raised their target price on NVIDIA from $250.00 to $275.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. HSBC set a $310.00 target price on NVIDIA in a research note on Tuesday, February 24th. Jefferies Financial Group reiterated a “buy” rating and set a $275.00 price target (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Finally, Tigress Financial reissued a “strong-buy” rating and issued a $360.00 price objective (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $275.25.

NVIDIA Stock Performance

The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The company has a market capitalization of $4.27 trillion, a PE ratio of 35.87, a PEG ratio of 0.58 and a beta of 2.34. The company has a 50-day moving average price of $182.77 and a two-hundred day moving average price of $184.22.

NVIDIA (NASDAQ:NVDA) last issued 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 business had revenue of $68.13 billion during 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 firm’s revenue was up 73.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.89 EPS. Analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

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

Insider Activity at NVIDIA

In other news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the transaction, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction on Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the transaction, the chief financial officer directly owned 881,387 shares in the company, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 1,401,616 shares of company stock valued at $253,555,407. Corporate insiders own 4.17% of the company’s stock.

Institutional Investors Weigh In On NVIDIA

Several large investors have recently added to or reduced their stakes in NVDA. PMG Family Office LLC bought a new position in NVIDIA in the 3rd quarter worth $2,150,000. Svenska Handelsbanken AB publ purchased a new stake in shares of NVIDIA in the 3rd quarter worth about $37,316,000. Oak Ridge Investments LLC boosted its stake in shares of NVIDIA by 2.2% during the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Circle Wealth Management LLC increased its position in shares of NVIDIA by 16.1% during the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker’s stock valued at $20,111,000 after buying an additional 14,936 shares during the period. Finally, Whalen Wealth Management Inc. increased its position in shares of NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after buying an additional 6,162 shares during the period. Institutional investors own 65.27% of the company’s stock.

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.