NVIDIA Corporation $NVDA Stock Position Increased by Ignite Planners LLC

Ignite Planners LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 113,546 shares of the computer hardware maker's stock after buying an additional 4,008 shares during the period. NVIDIA accounts for 3.1% of Ignite Planners LLC's investment portfolio, making the stock its 8th biggest position. Ignite Planners LLC's holdings in NVIDIA were worth $22,722,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of NVDA. Lifetime Wealth Management P.C. purchased a new stake in NVIDIA during the 4th quarter worth about $26,000. Longview Financial Advisors Inc. purchased a new position in NVIDIA during the 1st quarter valued at about $27,000. Phillip James Consulting Co. bought a new stake in shares of NVIDIA during the first quarter valued at about $40,000. Syntax Research Inc. lifted its holdings in shares of NVIDIA by 62.5% in the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker's stock worth $49,000 after buying an additional 100 shares in the last quarter. Finally, Frankly Finances LLC bought a new position in shares of NVIDIA in the second quarter valued at approximately $60,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management pushed back against AI slowdown concerns. CEO Jensen Huang said AI safety risks should be addressed through engineering and testing rather than new regulations, while also arguing that demand for data-center infrastructure remains strong. His planned attendance at a U.S.-China state dinner could also support investor hopes for constructive technology discussions. Nvidia's Huang on AI safety and antitrust
• Positive Sentiment: New products and partnerships reinforce ecosystem demand. Salesforce launched Koa, a CRM reasoning model built on NVIDIA’s Nemotron platform. NVIDIA is also expanding CUDA-Q Logical, which links GPUs with quantum processors and could create longer-term demand for GPUs, networking equipment and DGX systems. Salesforce launches Koa
• Positive Sentiment: Supply-chain developments point to sustained demand. MediaTek launched a flagship chip using TSMC’s 2-nanometer process, while its broader partnership with NVIDIA includes custom AI chips, PCs and automotive applications. Separate reports highlight demand for NVIDIA’s GB300 systems and the high GPU content of upcoming Vera Rubin racks. TSMC 2-nanometer technology and NVIDIA partnership
• Neutral Sentiment: Analysts remain broadly constructive but acknowledge execution risks. Commentary points to NVIDIA’s strong profitability, broad AI ecosystem and potential growth in CPUs, networking, inference and quantum computing. However, much of this optimism depends on successfully deploying new products and maintaining hyperscaler capital spending. NVIDIA revenue guidance outlook
• Negative Sentiment: AI spending and valuation concerns continue to cap upside. Calls from AI executives to slow frontier-model development have raised questions about whether enormous data-center investments can continue at the same pace. Higher Treasury yields and oil prices are also pressuring high-growth technology valuations, while rising memory costs may weigh on NVIDIA’s gross margins. AI development slowdown concerns

Insider Buying and Selling

In other NVIDIA news, Director Mark Stevens sold 622,239 shares of the company's stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the sale, the director owned 2,336,531 shares of the company's stock, valued at $541,187,310.22. This represents a 21.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy Teter sold 30,000 shares of the stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the transaction, the executive vice president owned 2,687,660 shares in the company, valued at $585,587,360.80. The trade was a 1.10% 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. Insiders sold a total of 2,585,740 shares of company stock valued at $571,015,527 in the last 90 days. 3.94% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently weighed in on NVDA shares. Rothschild & Co Redburn upped their target price on shares of NVIDIA from $300.00 to $325.00 in a report on Thursday, August 27th. Zacks Research downgraded shares of NVIDIA from a "strong-buy" rating to a "hold" rating in a report on Friday, August 21st. Wedbush boosted their price target on shares of NVIDIA from $330.00 to $345.00 and gave the company an "outperform" rating in a research report on Thursday, August 27th. Morgan Stanley set a $300.00 price target on shares of NVIDIA and gave the stock an "overweight" rating in a report on Thursday, August 27th. Finally, Wolfe Research reissued an "outperform" rating and set a $275.00 price objective on shares of NVIDIA in a research note on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, NVIDIA currently has an average rating of "Buy" and a consensus price target of $324.34.

NVIDIA Stock Performance

NASDAQ NVDA opened at $212.17 on Wednesday. NVIDIA Corporation has a 52-week low of $164.27 and a 52-week high of $236.54. The company has a fifty day moving average of $213.90 and a 200-day moving average of $203.66. The company has a market capitalization of $5.11 trillion, a P/E ratio of 26.82, a P/E/G ratio of 1.65 and a beta of 2.22. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts' consensus estimates of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. During the same quarter last year, the business posted $1.05 earnings per share. The company's revenue for the quarter was up 105.9% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 9.12 EPS for the current fiscal year.

NVIDIA announced that its board has initiated a stock repurchase plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in shares. This buyback authorization allows the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock buyback plans are typically an indication that the company's leadership believes its stock is undervalued.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA's dividend payout ratio (DPR) is currently 12.64%.

NVIDIA Profile

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company's offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

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