Zacks Research Upgrades NVIDIA (NASDAQ:NVDA) to “Strong-Buy”

NVIDIA (NASDAQ:NVDA) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Monday,Zacks.com reports.

Several other research firms have also commented on NVDA. Rothschild & Co Redburn lifted their price target on NVIDIA from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. BTIG Research initiated coverage on NVIDIA in a research report on Wednesday, April 15th. They set a “buy” rating on the stock. UBS Group raised their price objective on NVIDIA from $275.00 to $280.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. DA Davidson reiterated a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a report on Monday, June 1st. Finally, CICC Research boosted their target price on NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a research report on Friday, May 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $304.26.

NVIDIA Trading Up 2.0%

Shares of NVDA opened at $207.29 on Monday. The company’s fifty day moving average is $209.04 and its 200 day moving average is $195.41. NVIDIA has a fifty-two week low of $164.07 and a fifty-two week high of $236.54. The stock has a market capitalization of $5.02 trillion, a PE ratio of 31.74, a P/E/G ratio of 0.45 and a beta of 2.21. 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 (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The business had revenue of $81.61 billion during the quarter, compared to analyst estimates of $78.42 billion. During the same quarter last year, the business earned $0.81 earnings per share. NVIDIA’s quarterly revenue was up 85.2% compared to the same quarter last year. Sell-side analysts expect that NVIDIA will post 8.79 earnings per share for the current fiscal year.

NVIDIA declared that its board has initiated a stock buyback program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Insider Activity

In other news, Director Mark A. Stevens sold 885,000 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the transaction, the director directly owned 14,163 shares in the company, valued at $3,030,882. This represents a 4.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,901,125 shares of company stock worth $410,583,015. Insiders own 3.94% of the company’s stock.

Institutional Trading of NVIDIA

Several large investors have recently bought and sold shares of NVDA. Lifetime Wealth Management P.C. purchased a new stake in shares of NVIDIA during the fourth quarter valued at $26,000. Longview Financial Advisors Inc. purchased a new position in NVIDIA in the 1st quarter worth $27,000. Longfellow Investment Management Co. LLC lifted its position in 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 acquiring an additional 67 shares during the period. Phillip James Consulting Co. acquired a new stake in NVIDIA during the 1st quarter worth about $40,000. Finally, Spurstone Advisory Services LLC purchased a new stake in NVIDIA during the 2nd quarter valued at about $40,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA disclosed that its next-generation Rubin AI chips are shipping to customers and that production is underway, reinforcing confidence that the company’s roadmap remains on schedule and competitive versus rivals like AMD and Broadcom. Nvidia Says Rubin AI Chips Are Shipping
• Positive Sentiment: The company also unveiled an expansion of its Agent Toolkit with Omniverse libraries, aimed at helping developers build simulation-ready “physical AI” applications for robotics, factories, and autonomous systems. That strengthens NVIDIA’s software ecosystem and could support longer-term demand for its hardware and platforms. NVIDIA Agent Toolkit Expands With New Omniverse Libraries
• Positive Sentiment: Investor sentiment was also helped by NVIDIA’s 9.3% stake in Nebius, which signals deeper involvement in AI cloud infrastructure and sparked a broad AI-infrastructure rally that reflects continued confidence in NVIDIA’s influence across the sector. Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
• Neutral Sentiment: Wall Street commentary remains broadly constructive, with several pieces highlighting NVIDIA as a key AI growth name and a possible leader during earnings season, but these are mostly sentiment drivers rather than new fundamentals. Why Nvidia Stock Can ‘Lead the Charge’ This Earnings Season
• Neutral Sentiment: Some articles noted that other AI memory and infrastructure names have been outperforming NVIDIA lately, which is a reminder that the AI trade is broadening beyond NVDA even as it remains a core beneficiary. NVIDIA Isn’t Leading AI Stocks in 2026 – These 2 Are Up Over 180%

About NVIDIA

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.