NVIDIA (NASDAQ:NVDA) Receives Buy Rating from Sanford C. Bernstein

Posted by Hanz Christensen on Dec 19th, 2025

NVIDIA (NASDAQ:NVDA – Get Free Report)‘s stock had its “buy” rating reissued by equities researchers at Sanford C. Bernstein in a research note issued on Friday,MarketScreener Latest Ratings reports. They presently have a $275.00 target price on the computer hardware maker’s stock. Sanford C. Bernstein’s price objective indicates a potential upside of 52.08% from the company’s current price.

Several other research firms have also recently weighed in on NVDA. New Street Research reiterated a “buy” rating and issued a $307.00 price target on shares of NVIDIA in a report on Thursday, October 30th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $250.00 target price (up from $240.00) on shares of NVIDIA in a research note on Thursday, November 20th. Mizuho lifted their price target on NVIDIA from $235.00 to $245.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. UBS Group reaffirmed a “buy” rating on shares of NVIDIA in a research report on Tuesday, December 9th. Finally, Citic Securities lifted their target price on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Five analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $262.14.

View Our Latest Report on NVIDIA

NVIDIA Price Performance

Shares of NVDA traded up $6.69 during trading hours on Friday, hitting $180.83. The stock had a trading volume of 184,294,847 shares, compared to its average volume of 223,040,375. The company’s fifty day moving average is $185.63 and its two-hundred day moving average is $174.62. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA has a 52 week low of $86.62 and a 52 week high of $212.19. The stock has a market capitalization of $4.39 trillion, a price-to-earnings ratio of 44.87, a P/E/G ratio of 0.84 and a beta of 2.29.

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

Insider Transactions at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 30,500 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the transaction, the chief financial officer directly owned 1,286,826 shares in the company, valued at approximately $229,196,578.86. This represents a 2.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the sale, the director directly owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,163,974 shares of company stock worth $396,087,917. 4.17% of the stock is currently owned by insiders.

Hedge Funds Weigh In On NVIDIA

A number of large investors have recently bought and sold shares of NVDA. Center for Financial Planning Inc. raised its position in shares of NVIDIA by 4.6% during the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after acquiring an additional 367 shares in the last quarter. Atria Investments Inc boosted its holdings in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after purchasing an additional 29,479 shares in the last quarter. Fielder Capital Group LLC increased its stake in NVIDIA by 9.7% in the first quarter. Fielder Capital Group LLC now owns 50,469 shares of the computer hardware maker’s stock valued at $5,470,000 after purchasing an additional 4,444 shares during the last quarter. MADDEN SECURITIES Corp raised its holdings in NVIDIA by 3.2% during the second quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock worth $12,848,000 after purchasing an additional 2,484 shares in the last quarter. Finally, ORG Wealth Partners LLC lifted its position in shares of NVIDIA by 7.7% during the 2nd quarter. ORG Wealth Partners LLC now owns 49,301 shares of the computer hardware maker’s stock worth $7,560,000 after buying an additional 3,542 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: U.S. review that could permit H200 exports to China — investors see a pathway to meaningful incremental revenue in the world’s largest AI market. Exclusive: US launches review of advanced Nvidia AI chip sales to China
Positive Sentiment: U.S. antitrust agencies cleared Nvidia’s investment in Intel — removes a regulatory overhang and signals smoother deal execution/partnership prospects. Nvidia-Intel deal cleared by US antitrust agencies
Positive Sentiment: Analysts are turning more bullish — price-target raises and comments that NVDA looks “cheap” on deeper metrics are supporting flows and headline buying. Nvidia Stock Looks ‘Cheap,’ Analysts Say
Positive Sentiment: Firm and sell-side estimate upgrades (Zacks, Truist/Bernstein coverage noted) — raise near-term EPS forecasts and justify higher targets. Truist raises NVDA price target
Neutral Sentiment: Market commentary on AI valuations and dividend-hedge ideas reminds investors that NVDA trades at elevated multiples — supports rotation/hedging narratives but not an immediate fundamental change. Is the AI Boom a Bubble? These 2 Dividend Stocks Say No (NVDA)
Neutral Sentiment: Strategic/competitive pieces flag longer-term risks from custom chips and rivals (Google TPUs, Chinese players) — a structural watch-item rather than an immediate catalyst. Is Nvidia’s ‘Ferrari’ About to Get Overtaken by a Fleet of Toyotas?
Negative Sentiment: Insider selling: a long-tenured director sold ~$44M of shares — can spook momentum traders even if large holders often trim for diversification. Nvidia director Harvey Jones sells $44 million in shares
Negative Sentiment: Investor scrutiny over inventory/channel issues — public requests for proof of “warehoused” GPUs and questions about shipment counting could raise short-term transparency concerns. Michael Burry Asks For Photos Of Warehoused Nvidia GPUs

About NVIDIA

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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.