Gouws Capital LLC Acquires 3,113 Shares of NVIDIA Corporation $NVDA

Key Points

• Gouws Capital LLC increased its NVIDIA stake by 36.2% in the fourth quarter, buying 3,113 additional shares to bring its total holdings to 11,714 shares valued at about $2.19 million.
• NVIDIA posted strong quarterly results, with revenue of $81.62 billion and EPS of $1.87, both above analyst expectations and up sharply from a year earlier.
• The company also boosted shareholder returns and drew bullish analyst support, authorizing an $80 billion buyback, raising its quarterly dividend to $0.25, and receiving multiple higher price targets with a consensus target of $305.38.

Gouws Capital LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 36.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 11,714 shares of the computer hardware maker's stock after acquiring an additional 3,113 shares during the period. NVIDIA makes up 1.2% of Gouws Capital LLC's holdings, making the stock its 22nd largest position. Gouws Capital LLC's holdings in NVIDIA were worth $2,185,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its position in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the 2nd quarter valued at $40,000. Syntax Research Inc. raised its position in shares of NVIDIA by 62.5% during the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker's stock valued at $49,000 after acquiring an additional 100 shares during the last quarter. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the 3rd quarter valued at $50,000. Finally, Networth Advisors LLC acquired a new position in shares of NVIDIA in the 4th quarter valued at $51,000. 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: Wall Street turned more constructive, with Tigress Financial raising its price target on NVIDIA to $425 and maintaining a strong-buy rating, while other firms reiterated bullish views on the company’s AI leadership.
• Positive Sentiment: Multiple reports highlighted NVIDIA’s blockbuster quarterly results, including strong data center revenue growth and management commentary that demand for Blackwell, networking, and broader AI infrastructure remains robust.
• Positive Sentiment: Jensen Huang reiterated that NVIDIA is positioned to benefit from the massive build-out of AI factories, and several articles noted the company’s expanding role across cloud, enterprise, and sovereign AI spending.
• Positive Sentiment: NVIDIA’s announced plan to spend heavily in Taiwan, including a new campus and deeper supply-chain investment, was viewed as a vote of confidence in its manufacturing ecosystem and AI demand outlook.
• Neutral Sentiment: Commentary from analysts and media outlets continued to frame NVIDIA as the central winner of the AI buildout, but some articles argued that much of that optimism may already be reflected in the stock price.
• Negative Sentiment: Bearish notes focused on valuation risk, with several pieces warning that NVIDIA is no longer cheap after its big run and that the market may be pricing in very strong future growth already.
• Negative Sentiment: One Reuters report said Taiwan authorities are investigating alleged smuggling of NVIDIA chips to China via Japan, which could add to geopolitical and export-control concerns around the company’s supply chain and China exposure.
• Negative Sentiment: Some investors also remain cautious because insider selling, crowded positioning, and recent pullbacks suggest the stock may be vulnerable to short-term profit-taking despite the strong fundamentals.

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director owned 14,788 shares in the company, valued at $2,734,301.20. The trade was a 16.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 906,336 shares of company stock worth $162,802,518. 3.94% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on NVDA shares. Morgan Stanley set a $288.00 price objective on shares of NVIDIA and gave the company an "overweight" rating in a research report on Thursday, May 21st. The Goldman Sachs Group restated a "buy" rating and issued a $285.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Wednesday, May 20th. JPMorgan Chase & Co. upped their price objective on shares of NVIDIA from $265.00 to $280.00 and gave the company an "overweight" rating in a research report on Thursday, May 21st. Stifel Nicolaus set a $282.00 price objective on shares of NVIDIA and gave the company a "buy" rating in a research report on Thursday, May 21st. Finally, Needham & Company LLC restated a "buy" rating and issued a $270.00 price objective (up from $240.00) on shares of NVIDIA in a research report on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, NVIDIA currently has an average rating of "Buy" and a consensus price target of $305.38.

NVIDIA Trading Down 1.1%

NVDA opened at $212.60 on Thursday. The stock has a market capitalization of $5.14 trillion, a P/E ratio of 32.56, a P/E/G ratio of 0.52 and a beta of 2.25. NVIDIA Corporation has a 12 month low of $132.92 and a 12 month high of $236.54. The firm's fifty day simple moving average is $198.02 and its 200 day simple moving average is $189.36. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted 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 $81.62 billion for the quarter, compared to analysts' expectations of $78.42 billion. During the same period in the previous year, the firm posted $0.81 EPS. The firm's revenue was up 85.2% compared to the same quarter last year. As a group, research analysts anticipate that NVIDIA Corporation will post 8.04 EPS for the current fiscal year.

NVIDIA declared that its Board of Directors has approved a share repurchase plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company's board of directors believes its stock is undervalued.

NVIDIA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date is Thursday, June 4th. This is an increase from NVIDIA's previous quarterly dividend of $0.01. NVIDIA's dividend payout ratio (DPR) is presently 0.61%.

NVIDIA 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.

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