V. M. Manning & CO. Inc. Makes New Investment in NVIDIA Corporation $NVDA

V. M. Manning & CO. Inc. bought a new position in shares of NVIDIA Corporation (NASDAQ:NVDA) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 233,255 shares of the computer hardware maker’s stock, valued at approximately $46,672,000. NVIDIA accounts for approximately 40.0% of V. M. Manning & CO. Inc.’s portfolio, making the stock its biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Lifetime Wealth Management P.C. bought a new stake in NVIDIA during the 4th quarter valued at $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA during the 1st quarter worth $27,000. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Phillip James Consulting Co. purchased a new position in shares of NVIDIA during the first quarter valued at $40,000. Finally, Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA during the second quarter valued at $40,000. 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 announced that its Groq 3 LPX inference accelerator is now in full production. The product reportedly achieved 3,400 output tokens per second in benchmarking, while Nebius plans to become its first AI-cloud adopter. This supports NVIDIA’s push beyond training into fast-growing agentic AI inference. NVIDIA Groq 3 LPX Now in Full Production
• Positive Sentiment: SpaceXAI said it will use NVIDIA’s Vera CPU for large-scale agentic AI and planned satellite deployments, providing another potential long-term customer and demonstrating demand for the Vera Rubin platform outside traditional data centers. SpaceXAI Adopts NVIDIA Vera CPU
• Positive Sentiment: Analysts including Rosenblatt, KeyBanc and Cantor Fitzgerald reaffirmed bullish ratings, with price targets ranging from $325 to $350. Consensus expectations call for roughly $92.2 billion in quarterly revenue, supported by strong AI data-center demand. NVIDIA Analyst Ratings
• Neutral Sentiment: NVIDIA is reportedly considering an investment in AI search startup Perplexity at a valuation above $30 billion. The deal could strengthen NVIDIA’s ecosystem, but it also adds to concerns about the company investing heavily in customers and AI partners. Nvidia Discusses Perplexity Investment
• Negative Sentiment: The broader market is rotating away from semiconductors amid higher yields, geopolitical concerns and uncertainty surrounding trade policy. NVIDIA’s earnings have beaten estimates for 14 straight quarters, but the stock has frequently declined after reports, raising the risk that strong results are already priced in.
• Negative Sentiment: Memory shortages and energy constraints are reportedly prompting AI-server price increases of more than 15%. While higher prices could lift revenue, investors worry about customer affordability, demand elasticity and margin pressure.
• Negative Sentiment: Taiwanese prosecutors indicted nine people, including individuals linked to NVIDIA and Super Micro, over alleged illegal AI-server exports to China. The investigation adds regulatory and China-exposure risk. Taiwan Indicts Nine Over AI Server Exports

Insider Buying and Selling

In related news, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares in the company, valued at $25,053,803.55. The trade was a 11.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director John Dabiri sold 625 shares of the stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the sale, the director directly owned 14,163 shares of the company’s stock, valued at $3,030,882. The trade was a 4.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,901,125 shares of company stock worth $410,583,015 in the last 90 days. 3.94% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently weighed in on NVDA shares. CICC Research upped their price objective on shares of NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a research note on Friday, May 22nd. Evercore reissued an “outperform” rating and set a $413.00 target price (up from $352.00) on shares of NVIDIA in a research report on Thursday, May 21st. Tigress Financial restated a “strong-buy” rating and issued a $425.00 price target (up from $360.00) on shares of NVIDIA in a report on Wednesday, May 27th. Oppenheimer set a $265.00 price target on shares of NVIDIA in a research report on Thursday. Finally, JPMorgan Chase & Co. increased their price objective on shares of NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, NVIDIA currently has an average rating of “Buy” and a consensus price target of $308.01.

NVIDIA Stock Performance

NVDA stock opened at $208.48 on Tuesday. The firm has a market cap of $5.05 trillion, a price-to-earnings ratio of 31.93, a PEG ratio of 0.42 and a beta of 2.23. The firm has a 50-day simple moving average of $207.39 and a two-hundred day simple moving average of $199.81. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

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 often a sign that the company’s board of directors believes its stock is undervalued.

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.