NVIDIA (NASDAQ:NVDA) Price Target Raised to $300.00 at Robert W. Baird

NVIDIA (NASDAQ:NVDA) had its price objective hoisted by Robert W. Baird from $275.00 to $300.00 in a research note issued on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the computer hardware maker’s stock. Robert W. Baird’s price objective points to a potential upside of 53.34% from the stock’s previous close.

Other equities research analysts also recently issued research reports about the stock. Raymond James Financial reaffirmed a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Piper Sandler reiterated an “overweight” rating on shares of NVIDIA in a research report on Thursday. Jefferies Financial Group reissued a “buy” rating and set a $275.00 price target (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Wolfe Research raised their price objective on shares of NVIDIA from $250.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Finally, Wells Fargo & Company restated an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Three analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $271.32.

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $195.64 on Thursday. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The stock has a market cap of $4.75 trillion, a PE ratio of 48.55, a price-to-earnings-growth ratio of 0.58 and a beta of 2.31. The business’s fifty day moving average price is $186.30 and its two-hundred day moving average price is $183.88. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.89 EPS. On average, analysts forecast that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Activity at NVIDIA

In related news, Director Mark A. Stevens sold 350,000 shares of the firm’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $181.73, for a total value of $63,605,500.00. Following the transaction, the director owned 7,049,803 shares in the company, valued at $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the transaction, the executive vice president owned 3,818,547 shares of the company’s stock, valued at approximately $717,199,497.54. This represents a 4.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,610,848 shares of company stock valued at $291,619,375 in the last three months. 4.17% of the stock is currently owned by corporate insiders.

Institutional Trading of NVIDIA

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Center for Financial Planning Inc. raised its position in shares of NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after buying an additional 367 shares in the last quarter. Atria Investments Inc grew its stake in NVIDIA by 3.2% during the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after purchasing an additional 29,479 shares during the period. Svenska Handelsbanken AB publ acquired a new position in NVIDIA in the third quarter valued at approximately $37,316,000. Oak Ridge Investments LLC boosted its holdings 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 worth $181,143,000 after buying an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. grew its holdings in NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after purchasing an additional 6,162 shares during the period. Institutional investors 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 strong guidance — NVIDIA posted Q4 revenue of $68.1B (up 73% y/y), Data Center revenue of $62.3B, and beat EPS estimates; management guided Q1 FY27 revenue around $78B, signaling continued AI-driven demand. NVIDIA Press Release — Q4 & FY26 Results
• Positive Sentiment: Product leadership and strategic partnerships — new Vera Rubin platform and continued Blackwell momentum plus multi‑year partnerships (Meta, AWS, Microsoft, etc.) underpin longer‑term pricing/power advantage in AI inference and training. CNBC — Vera Rubin & Forecast
• Positive Sentiment: Big shareholder returns and balance‑sheet optionality — $41.1B returned in FY26, $58.5B remaining buyback authorization and a token dividend; supports buyback-driven EPS tailwind. NVIDIA Press Release — Shareholder Returns
• Neutral Sentiment: Analysts refresh targets — Wall Street quickly updated price targets and ratings (mostly positive), which supports consensus estimates but leaves room for dispersion in 12‑month views. Finbold — Analyst Updates After Earnings
• Neutral Sentiment: Market positioned for strong numbers — options/futures activity shows this earnings run was widely expected, leaving less room for a big post‑earnings move (traders priced in a small swing). Reuters — Futures Muted After NVDA Results
• Negative Sentiment: Investors shrug despite the beat — coverage notes the stock barely rallied because broader AI/tech sentiment, rotation and “stock fatigue” limit upside even on excellent fundamentals. That dampens immediate upside. Barron’s — Why NVDA Isn’t Rallying
• Negative Sentiment: Competition and ecosystem diversification — large hyperscalers are diversifying (notably Meta’s big AMD deal), which could cap NVDA’s pricing power and future share gains in certain deployments. MarketBeat — Meta Invests in AMD Chips
• Negative Sentiment: Geopolitics & China exposure — management says it has yet to record H200/China revenue and is excluding China in outlook; export controls and lack of China sales add execution/visibility risk to future growth. CNBC — Nvidia, China Chip Sales and Export Controls
• Negative Sentiment: Valuation and insider activity — NVDA’s premium multiple and notable insider selling (reported by data aggregators) leave some investors cautious even as earnings accelerate. QuiverQuant — Post‑Earnings Moves & Insider Activity

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.