NVIDIA (NASDAQ:NVDA) Price Target Raised to $275.00

Key Points

• Wolfe Research raised its price target on NVIDIA to $275 (from $250) and kept an "outperform" rating, implying roughly a 42.85% upside$263.98.
• Positive catalysts include China’s conditional approval for DeepSeek to import NVIDIA H200 chips and a $2B CoreWeave investment that help underpin data‑center demand, while the next major event is NVIDIA’s Q4 FY2026 earnings and investor webcast on Feb. 25.
• Insiders have been net sellers recently—including the CFO and a director—and insiders sold about 1.61M shares (~$293M) in the last 90 days; institutional investors hold roughly 65.27% of the stock.

NVIDIA (NASDAQ:NVDA - Get Free Report) had its target price lifted by research analysts at Wolfe Research from $250.00 to $275.00 in a research report issued on Friday,MarketScreener reports. The firm currently has an "outperform" rating on the computer hardware maker's stock. Wolfe Research's price target would indicate a potential upside of 42.85% from the company's previous close.

NVDA has been the subject of several other reports. Rothschild & Co Redburn raised their price target on shares of NVIDIA from $245.00 to $268.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Needham & Company LLC reaffirmed a "buy" rating and issued a $240.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Bank of America reiterated a "buy" rating and issued a $275.00 price objective on shares of NVIDIA in a research report on Friday, December 26th. Cantor Fitzgerald reissued an "overweight" rating and issued a $300.00 target price on shares of NVIDIA in a research note on Thursday, November 20th. Finally, S&P Equity Research reiterated a "positive" rating on shares of NVIDIA in a research report on Wednesday, October 22nd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, NVIDIA currently has an average rating of "Buy" and an average target price of $263.98.

NVIDIA Trading Up 0.5%

NASDAQ NVDA opened at $192.51 on Friday. The stock has a market capitalization of $4.68 trillion, a price-to-earnings ratio of 47.77, a PEG ratio of 0.93 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The business's fifty day moving average is $183.85 and its 200-day moving average is $182.27.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.07. The company had revenue of $57.01 billion during the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm's revenue for the quarter was up 62.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.81 EPS. Equities research analysts predict that NVIDIA will post 2.77 EPS for the current year.

Insider Buying and Selling

In other news, CFO Colette Kress sold 27,640 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $184.92, for a total value of $5,111,188.80. Following the transaction, the chief financial officer owned 874,412 shares in the company, valued at $161,696,267.04. This represents a 3.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Harvey C. Jones sold 250,000 shares of the business's stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the sale, the director owned 6,933,280 shares of the company's stock, valued at $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,611,474 shares of company stock valued at $293,285,232 over the last ninety days. 4.17% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Harbor Asset Planning Inc. purchased a new position in NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC raised its position 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 acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA during the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC bought a new stake in NVIDIA during the third quarter valued at about $50,000. Hedge funds and other institutional investors own 65.27% of the company's stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: China has conditionally approved top AI startup DeepSeek to import NVIDIA H200 chips (final conditions still being worked out). That clears an important sales channel and reduces a major geopolitical overhang on GPU demand in the world’s largest AI market. Exclusive: China conditionally approves DeepSeek to buy Nvidia's H200 chips - Reuters
• Positive Sentiment: Sanford C. Bernstein reaffirmed a Buy rating on NVDA, supporting investor confidence and helping underpin the stock amid headline noise. Sanford C. Bernstein Reaffirms Buy Rating for NVIDIA - American Banking News
• Positive Sentiment: NVIDIA expanded its strategic partnerships and deployments (including a $2B CoreWeave investment and ongoing hyperscaler demand); Microsoft says it will continue buying AI chips even as it develops in‑house silicon — a demand floor for NVDA’s data‑center franchise. NVIDIA Invests $2B in CoreWeave - InsiderMonkey Microsoft won't stop buying AI chips from Nvidia - TechCrunch
• Neutral Sentiment: Barron's reports NVIDIA is in discussions to invest in OpenAI as the latter eyes an IPO; potential upside from an OpenAI listing is large, but the scale of any NVIDIA commitment and governance/financial implications remain unclear — a high-impact but uncertain catalyst. Nvidia Stock Slips. How OpenAI's IPO Ambitions Will Affect the AI Chip Maker. - Barron's
• Neutral Sentiment: CEO Jensen Huang reiterated rising AI memory needs and backed TSMC’s expansion on a Taiwan trip, signaling continued structural demand for NVIDIA GPUs and foundry confidence — supportive but not new. Nvidia CEO Jensen Huang Says AI Memory Needs Are Rising - Benzinga
• Neutral Sentiment: NVIDIA set a firm catalyst date: Q4 FY2026 earnings and a Feb. 25 investor webcast. That scheduled report is the next major price-moving event and is already being priced in by traders. NVIDIA to Host Conference Call Discussing Q4 and Fiscal Year 2026 Financial Results - Quiver Quant
• Negative Sentiment: A Reuters report citing a U.S. lawmaker alleges NVIDIA helped DeepSeek refine models later used by China's military — this raises regulatory and political risk that could complicate China sales and trigger additional scrutiny. Nvidia helped DeepSeek hone AI models later used by China's military, lawmaker says - Reuters
• Negative Sentiment: Competition is intensifying (Amazon, Google, others are building AI chips), and some analysts warn valuation, trade‑risk exposure and “GPU‑debt” financing around AI infrastructure are concerns — these factors amplify downside if growth disappoints. Amazon and Google Eat Into Nvidia's A.I. Chip Supremacy - NYT Nvidia's AI Boom Is Being Financed By GPU Debt - Benzinga

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.

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