NVIDIA (NASDAQ:NVDA) Given "Buy" Rating at Needham & Company LLC

Key Points

• Needham & Company reaffirmed a Buy rating on NVIDIA with a $240 price target (implying ~31.9% upside), and Wall Street remains broadly bullish with a consensus target of $274.21 and most analysts rating NVDA Buy or Strong Buy.
• NVIDIA reported an earnings beat, delivering $1.62 EPS vs. $1.54 expected and $68.13 billion in revenue (up 73.2% year‑over‑year), with very high profitability metrics (net margin 55.6%, ROE 97.37%).
• While insiders have sold roughly 1,020,784 shares (~$186.2M) in the last 90 days, institutional investors have been adding large stakes (institutions now own 65.27%, including major buys by Norges Bank and J. Stern).

NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reaffirmed by equities researchers at Needham & Company LLC in a research note issued to investors on Wednesday,Benzinga reports. They presently have a $240.00 price target on the computer hardware maker's stock. Needham & Company LLC's price target would indicate a potential upside of 31.92% from the company's previous close.

NVDA has been the subject of a number of other research reports. Macquarie Infrastructure upgraded shares of NVIDIA to an "outperform" rating in a research report on Monday, December 29th. KeyCorp reissued an "overweight" rating and set a $275.00 price objective on shares of NVIDIA in a report on Tuesday. Rothschild & Co Redburn boosted their target price on NVIDIA from $245.00 to $268.00 and gave the stock a "buy" rating in a research report on Thursday, January 15th. Stifel Nicolaus set a $250.00 price target on NVIDIA in a report on Thursday, January 8th. Finally, Rosenblatt Securities reaffirmed a "buy" rating and issued a $300.00 price objective on shares of NVIDIA in a research note on Tuesday. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus target price of $274.21.

NVIDIA Trading Down 0.7%

Shares of NVIDIA stock opened at $181.93 on Wednesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The company has a fifty day moving average of $185.14 and a 200 day moving average of $184.18. The company has a market capitalization of $4.42 trillion, a P/E ratio of 37.13, a P/E/G ratio of 0.62 and a beta of 2.33. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts' consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business's quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.89 earnings per share. On average, sell-side analysts anticipate that NVIDIA will post 2.77 earnings per share for the current fiscal year.

Insider Buying and Selling at NVIDIA

In related news, CFO Colette Kress sold 20,000 shares of the company's stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the transaction, the chief financial officer directly owned 93,060 shares of the company's stock, valued at $16,352,503.20. This represents a 17.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the sale, the director directly owned 14,788 shares of the company's stock, valued at $2,734,301.20. This trade represents a 16.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,020,784 shares of company stock valued at $186,152,154 in the last ninety days. 4.17% of the stock is owned by insiders.

Institutional Investors Weigh In On NVIDIA

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in NVIDIA in the 4th quarter valued at $62,244,133,000. J. Stern & Co. LLP lifted its stake in NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker's stock worth $23,454,297,000 after purchasing an additional 124,849,603 shares in the last quarter. Cardano Risk Management B.V. boosted its holdings in NVIDIA by 896.4% during the 4th quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker's stock valued at $14,570,119,000 after acquiring an additional 70,283,539 shares during the period. Capital Research Global Investors grew its holdings in shares of NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its position in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares during the period. Hedge funds and other institutional investors own 65.27% of the company's stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management said the revenue opportunity for Blackwell and Rubin chips could exceed $1 trillion through 2027, giving a large addressable market underpinning long-term upside. Nvidia sales opportunity for Blackwell, Rubin chips more than $1 trillion by 2027
• Positive Sentiment: Chinese authorities have reportedly approved H200 sales and Nvidia says it has received purchase orders and is restarting manufacturing for China‑compliant chips — a reopening of a large market if licenses and supply hold. Chinese authorities approve Nvidia's H200 AI chip sales, source says
• Positive Sentiment: GTC product slate (Vera Rubin, Vera CPU, Dynamo OS, NemoClaw, DLSS 5) broadens Nvidia’s monetization beyond raw GPUs into inference, software and agentic/physical AI — strengthens the multi‑product growth story. NVIDIA Launches Vera CPU
• Neutral Sentiment: Wall Street reaffirmations and high price targets (multiple firms) support upside expectations, but analysts and investors are treating some of the $1T commentary as forward guidance rather than immediate revenue. Wall Street analysts update Nvidia stock price
• Negative Sentiment: Market reaction to the keynote was muted — shares moved little or edged down as investors await concrete order booking, delivery schedules and margin impact. Nvidia stock fails to rally after Huang's speech
• Negative Sentiment: Insider/director selling (disclosed sales) and heavy insider sell activity are a near‑term sentiment headwind for some investors. Insider selling: John Dabiri sold shares
• Negative Sentiment: Execution risks remain — geopolitics, export controls, and rising competition (hyperscaler in‑house chips, other vendors) could delay or compress the upside timeline. Nvidia preparing Groq chips for Chinese market

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.

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