NVIDIA’s (NVDA) Buy Rating Reiterated at Rosenblatt Securities

NVIDIA (NASDAQ:NVDA)‘s stock had its “buy” rating reissued by research analysts at Rosenblatt Securities in a research note issued on Monday,Benzinga reports. They currently have a $325.00 price target on the computer hardware maker’s stock. Rosenblatt Securities’ target price points to a potential upside of 51.34% from the company’s current price.

A number of other equities research analysts have also recently commented on the stock. Jefferies Financial Group reissued a “buy” rating and issued a $300.00 price objective (up from $275.00) on shares of NVIDIA in a research note on Thursday, May 21st. Truist Financial lifted their target price on shares of NVIDIA from $287.00 to $307.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Benchmark reiterated a “buy” rating on shares of NVIDIA in a research report on Friday. Susquehanna reissued a “positive” rating and set a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Finally, TD Cowen restated a “buy” rating on shares of NVIDIA in a research report on Tuesday, August 18th. Three analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, NVIDIA currently has an average rating of “Buy” and an average target price of $308.01.

NVIDIA Stock Up 0.0%

NVDA opened at $214.75 on Monday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The company has a market cap of $5.20 trillion, a price-to-earnings ratio of 32.89, a PEG ratio of 0.42 and a beta of 2.23. NVIDIA has a one year low of $164.07 and a one year high of $236.54. The business’s fifty day moving average is $207.47 and its two-hundred day moving average is $199.62.

NVIDIA declared that its Board of Directors has authorized a share repurchase program on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its stock is undervalued.

Insider Transactions at NVIDIA

In related news, Director John Dabiri sold 625 shares of the stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the transaction, the director directly owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction dated 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 transaction, the director owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,901,125 shares of company stock worth $410,583,015 over the last quarter. 3.94% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Lifetime Wealth Management P.C. purchased a new position in shares of NVIDIA in the 4th quarter worth $26,000. Longview Financial Advisors Inc. acquired a new stake in NVIDIA during the first quarter worth about $27,000. Montgomery Financial Services LLC acquired a new stake in NVIDIA during the second quarter worth about $28,000. Longfellow Investment Management Co. LLC raised its holdings 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 worth $33,000 after purchasing an additional 67 shares during the period. Finally, Langley Wealth Management LLC purchased a new position in shares of NVIDIA in the 2nd quarter worth about $34,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA has reportedly notified major customers that prices for servers containing its AI chips may rise by more than 15% on systems shipped early next year. The increases, partly reflecting soaring memory costs, could support higher revenue and potentially improve pricing power for NVIDIA’s Vera Rubin and Grace Blackwell platforms. Nvidia customers notified about AI-related price hikes above 15 percent
• Positive Sentiment: Dan Ives characterized the price increases as broadly bullish for the technology sector, while KeyCorp reaffirmed an Overweight rating with a $330 target and Cantor Fitzgerald maintained Overweight with a $350 target. These targets imply substantial upside and reinforce confidence in continued AI infrastructure demand.
• Positive Sentiment: NVIDIA is reportedly considering an investment in AI-search startup Perplexity at a valuation above $30 billion. The deal could deepen NVIDIA’s strategic role across the AI application ecosystem, although terms have not been finalized. Nvidia discusses Perplexity investment
• Neutral Sentiment: Wednesday’s earnings are the dominant near-term catalyst. Consensus reportedly calls for approximately $92 billion in quarterly revenue and $2.09 in earnings per share, making forward guidance—particularly demand, China exposure, product-transition timing, and Vera Rubin shipments—more important than another routine earnings beat. Nvidia earnings will test Wall Street’s faith in the AI boom
• Negative Sentiment: Higher memory costs could offset some benefits of server price increases, pressure customers’ budgets, or raise questions about the sustainability of AI infrastructure spending. The stock also faces a high expectations bar, with options implying a potentially large post-earnings move and analysts warning that even a strong beat may not satisfy investors.
• Negative Sentiment: Investors are highlighting bearish positioning from Michael Burry ahead of earnings. Separately, Taiwan prosecutors indicted nine people—including individuals linked to NVIDIA and Super Micro—over alleged illegal AI-server exports to China, creating additional compliance and geopolitical risk. Taiwan indicts individuals over alleged illegal export of AI servers to China

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.