NVIDIA (NASDAQ:NVDA) Price Target Raised to $265.00

Key Points

• Oppenheimer raised its NVIDIA price target from $225 to $265, implying about a 41.6% upside, while the consensus remains a "Buy" with an average target of $237.74.
• Shares traded down to $187.11 despite a strong quarter—EPS $1.05 (beat) and revenue $46.74B, up 55.6% year‑over‑year—reflecting strong margins and ROE yet near-term price weakness.
• Insiders have been selling sizable stakes recently (directors sold 250k and 350k shares); insiders sold 3,326,577 shares worth approximately $596.6M in the last quarter and now own 4.17% of the company.

NVIDIA (NASDAQ:NVDA - Get Free Report) had its target price boosted by equities researchers at Oppenheimer from $225.00 to $265.00 in a research note issued on Thursday, Marketbeat reports. The firm presently has an "outperform" rating on the computer hardware maker's stock. Oppenheimer's price objective suggests a potential upside of 41.63% from the company's current price.

Other equities research analysts also recently issued reports about the stock. Jefferies Financial Group upped their price objective on shares of NVIDIA from $220.00 to $240.00 and gave the company a "buy" rating in a report on Tuesday, November 4th. Benchmark boosted their target price on shares of NVIDIA from $190.00 to $220.00 and gave the company a "buy" rating in a report on Thursday, August 28th. Robert W. Baird increased their price target on shares of NVIDIA from $195.00 to $225.00 and gave the stock an "outperform" rating in a report on Monday, August 25th. Mizuho set a $235.00 target price on shares of NVIDIA in a research note on Wednesday, October 29th. Finally, New Street Research reaffirmed a "buy" rating and issued a $307.00 price target on shares of NVIDIA in a report on Thursday, October 30th. Five investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and an average price target of $237.74.

NVIDIA Price Performance

Shares of NVIDIA stock traded down $6.69 during trading on Thursday, hitting $187.11. 97,949,963 shares of the company's stock traded hands, compared to its average volume of 225,013,078. The company has a market cap of $4.55 trillion, a PE ratio of 53.32, a PEG ratio of 1.49 and a beta of 2.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.21 and a quick ratio of 3.60. NVIDIA has a twelve month low of $86.62 and a twelve month high of $212.19. The firm's fifty day moving average price is $184.84 and its 200 day moving average price is $164.84.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings results on Wednesday, August 27th. The computer hardware maker reported $1.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.01 by $0.04. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. The business had revenue of $46.74 billion for the quarter, compared to analyst estimates of $45.65 billion. During the same quarter last year, the business posted $0.68 EPS. The firm's revenue for the quarter was up 55.6% on a year-over-year basis. NVIDIA has set its Q3 2026 guidance at EPS. Analysts forecast that NVIDIA will post 2.77 earnings per share for the current year.

Insider Activity

In other news, Director Harvey C. Jones sold 250,000 shares of the business's stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $176.21, for a total transaction of $44,052,500.00. Following the completion of the sale, the director owned 7,183,280 shares in the company, valued at approximately $1,265,765,768.80. The trade was a 3.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Mark A. Stevens sold 350,000 shares of the company's stock in a transaction dated Friday, September 19th. The shares were sold at an average price of $176.39, for a total value of $61,736,500.00. Following the completion of the sale, the director directly owned 7,399,803 shares of the company's stock, valued at approximately $1,305,251,251.17. This trade represents a 4.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,326,577 shares of company stock worth $596,625,187 in the last quarter. Corporate insiders own 4.17% of the company's stock.

Institutional Trading of NVIDIA

Large investors have recently bought and sold shares of the company. Brighton Jones LLC raised its position in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after buying an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG grew its holdings in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE raised its holdings in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its position in NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. grew its stake in NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after buying an additional 896 shares during the period. Institutional investors and hedge funds own 65.27% of the company's stock.

About NVIDIA

NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications.

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