NVIDIA’s (NVDA) Outperform Rating Reaffirmed at Robert W. Baird

NVIDIA (NASDAQ:NVDA)‘s stock had its “outperform” rating reissued by research analysts at Robert W. Baird in a report issued on Friday,Benzinga reports. They presently have a $275.00 price objective on the computer hardware maker’s stock. Robert W. Baird’s target price indicates a potential upside of 43.13% from the company’s current price.

A number of other equities analysts also recently issued reports on NVDA. President Capital lifted their price target on shares of NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday, November 28th. Raymond James Financial set a $272.00 price target on NVIDIA and gave the company a “strong-buy” rating in a research note on Thursday, November 20th. JPMorgan Chase & Co. upped their target price on NVIDIA from $215.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. Seaport Global Securities increased their target price on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a report on Monday, November 17th. Finally, BNP Paribas Exane increased their price target on NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 18th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $262.14.

NVIDIA Stock Up 1.9%

NVIDIA stock opened at $192.13 on Friday. The stock has a fifty day moving average of $185.97 and a 200 day moving average of $176.21. The stock has a market cap of $4.67 trillion, a PE ratio of 47.68, a price-to-earnings-growth ratio of 0.92 and a beta of 2.29. NVIDIA has a one year low of $86.62 and a one year high of $212.19. 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, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping 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. During the same period in the prior year, the business posted $0.81 earnings per share. The company’s revenue was up 62.5% on a year-over-year basis. As a group, sell-side analysts predict that NVIDIA will post 2.77 EPS for the current year.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction on Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the sale, the director owned 7,049,803 shares of the company’s stock, valued at approximately $1,281,160,699.19. The trade was a 4.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the firm’s stock in a transaction 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 sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,161,474 shares of company stock worth $396,157,992. 4.17% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On NVIDIA

Several institutional investors and hedge funds have recently bought and sold shares of NVDA. Center for Financial Planning Inc. grew 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 worth $1,332,000 after buying an additional 367 shares during the last quarter. Atria Investments Inc grew 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 worth $148,859,000 after purchasing an additional 29,479 shares during the last quarter. MADDEN SECURITIES Corp increased its position in shares of 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. Whalen Wealth Management Inc. increased its position in NVIDIA by 20.3% during the 3rd 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 in the last quarter. Finally, ORG Wealth Partners LLC boosted its holdings in NVIDIA by 7.7% in the second quarter. ORG Wealth Partners LLC now owns 49,301 shares of the computer hardware maker’s stock worth $7,560,000 after acquiring an additional 3,542 shares in the last quarter. 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: Nvidia licensed Groq’s inference technology and hired top Groq engineers, a move that should accelerate its inference roadmap and relieve GPU bottlenecks. Nvidia hires Groq talent
• Positive Sentiment: Major outlets reported the deal value near $20B (acquisition/licensing framing varies), signaling a material strategic investment in AI inference. CNBC Groq deal report
• Positive Sentiment: Shares ticked higher in after/overnight trading—Robinhood prints showed NVDA above $190 following the Groq headlines. Benzinga overnight trading
• Positive Sentiment: Regulatory friction eased on a separate strategic stake (an FTC clearance tied to a $5B Intel-related bet), removing one potential near‑term overhang. FTC clearance article
• Neutral Sentiment: Some outlets emphasize the deal is structured as a licensing agreement and that Groq will remain independent (non‑exclusive license rather than full buyout), which tempers integration risk but also limits immediate consolidation benefits. WSJ on licensing/independence
• Neutral Sentiment: Prominent investors tied to Groq (e.g., Chamath) stand to benefit materially from the deal; this is notable for shareholder turnover and optics but not directly operational for Nvidia. Chamath windfall piece
• Negative Sentiment: Analysts and commentators flag a potential cash strain: the reported ~$20B price tag and recent commentary about Nvidia’s cash profile raise questions about financing, buybacks, or capital allocation. Seeking Alpha cash concerns

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.