NVIDIA (NASDAQ:NVDA) Given “Buy” Rating at UBS Group

UBS Group reiterated their buy rating on shares of NVIDIA (NASDAQ:NVDA) in a research note released on Wednesday, Marketbeat reports.

A number of other brokerages have also recently commented on NVDA. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. President Capital increased their price target on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Citigroup restated a “buy” rating on shares of NVIDIA in a research report on Monday, December 29th. Wedbush upped their price objective on shares of NVIDIA from $210.00 to $230.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $264.20.

NVIDIA Stock Up 0.5%

Shares of NVDA traded up $1.01 during mid-day trading on Wednesday, hitting $191.06. 33,870,801 shares of the company traded hands, compared to its average volume of 165,636,625. The company has a market capitalization of $4.64 trillion, a PE ratio of 47.48, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. 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 business has a 50 day moving average of $184.64 and a 200 day moving average of $183.19. NVIDIA has a 1-year low of $86.62 and a 1-year high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s revenue for the quarter was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.81 EPS. Equities research analysts anticipate that NVIDIA will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio is currently 0.99%.

Insider Buying and Selling at NVIDIA

In related news, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total value of $36,008,000.00. Following the completion of the sale, the executive vice president owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This trade represents a 5.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,611,474 shares of company stock worth $291,731,692 in the last quarter. Insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

A number of hedge funds and other institutional investors have recently modified their holdings of NVDA. Harbor Asset Planning Inc. acquired a new position in NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new stake in NVIDIA in the second quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA during the 2nd quarter worth $40,000. Finally, Syntax Research Inc. grew its holdings in shares of NVIDIA by 62.5% during the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock worth $49,000 after purchasing an additional 100 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Signals Washington may ease restrictions on older AI/Hopper chips to China, which would reopen incremental revenue channels and has already helped shares rally last week. The Nvidia-China dance continues
• Positive Sentiment: Analysts have been lifting price targets and reaffirming buy ratings ahead of NVDA’s Feb. 25 earnings, supporting near-term upside expectations as Street models price in another beat. Nvidia stock bucks the market trend to surge around 1.5% after analysts lift target
• Positive Sentiment: Broad industry capex: an analyst argues Big Tech plans ~$700B of AI capex and that Nvidia could capture a large share (40–50%) of that spend — a major structural tailwind if validated by customer orders. Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx
• Positive Sentiment: Taiwan export/TSMC commentary and other supply signals point to resilient demand and improving supply-chain visibility for Nvidia parts, reducing one source of revenue uncertainty. Taiwan Export Data Signals Potential Upside for Nvidia (NVDA)
• Neutral Sentiment: Mixed institutional moves: some managers (Fisher Asset) are significantly increasing exposure while others (Morningstar, several smaller managers) trimmed stakes — flows matter but are mixed in direction and size.
• Negative Sentiment: Insiders have disclosed more than $100M of NVDA sales since the start of 2026, which can add short-term selling pressure and raise governance/valuation concerns for some investors. Nvidia insiders dump over $100 million of NVDA stock since 2026 started
• Negative Sentiment: Longer-term competition risk: custom silicon from Google/Broadcom, and other in-house chips at Big Tech, threaten to erode some GPU share over time — a structural risk investors are parsing versus the still-large addressable market. Nvidia and Broadcom’s AI Chips Will Go Head-to-Head. How They Compare.

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.