Rosenblatt Securities Reaffirms "Buy" Rating for NVIDIA (NASDAQ:NVDA)

Key Points

• Rosenblatt Securities reaffirmed a "Buy" rating on NVIDIA with a $300 price target, implying about a 63% upside from the prior close.
• NVIDIA reported a strong quarter — EPS $1.62 vs $1.54 expected and revenue of $68.13B (up 73.2% year‑over‑year), with a 55.6% net margin and 97.37% return on equity.
• Market sentiment is broadly bullish (average analyst target ~$274.21 with most ratings as Buy/Strong Buy), but persistent insider selling (over 1M shares sold ~$185.6M in three months) and valuation concerns are noted as risks.

NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reissued by equities research analysts at Rosenblatt Securities in a research report issued on Tuesday,Benzinga reports. They presently have a $300.00 target price on the computer hardware maker's stock. Rosenblatt Securities' target price would indicate a potential upside of 63.23% from the stock's previous close.

NVDA has been the subject of several other reports. DA Davidson reaffirmed a "buy" rating and set a $250.00 price objective on shares of NVIDIA in a research report on Monday, February 23rd. Sanford C. Bernstein boosted their target price on NVIDIA from $275.00 to $300.00 and gave the company an "outperform" rating in a research note on Thursday, February 26th. Raymond James Financial reaffirmed a "strong-buy" rating on shares of NVIDIA in a research report on Tuesday, January 6th. Susquehanna raised their price target on shares of NVIDIA from $230.00 to $250.00 and gave the stock a "positive" rating in a research note on Thursday, November 20th. Finally, Arete Research lifted their price objective on shares of NVIDIA from $244.00 to $261.00 and gave the company a "buy" rating in a report on Tuesday, November 25th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Buy" and an average target price of $274.21.

NVIDIA Trading Up 0.3%

Shares of NASDAQ:NVDA opened at $183.79 on Tuesday. The firm has a market cap of $4.47 trillion, a price-to-earnings ratio of 37.64, a PEG ratio of 0.61 and a beta of 2.33. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The company's fifty day simple moving average is $185.25 and its 200 day simple moving average is $184.12. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its earnings results 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 net margin of 55.60% and a return on equity of 97.37%. The company's revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.89 EPS. As a group, research analysts forecast that NVIDIA will post 2.77 EPS for the current fiscal year.

Insider Activity at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the business's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the transaction, the executive vice president directly owned 3,318,547 shares in the company, valued at approximately $605,701,198.44. The trade was a 8.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the company's stock in a transaction on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,017,780 shares of company stock valued at $185,596,715. 4.17% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On NVIDIA

Hedge funds have recently bought and sold shares of the company. Lifetime Wealth Management P.C. acquired a new position in shares of NVIDIA during the 4th quarter worth approximately $26,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its holdings in 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 purchasing an additional 67 shares during the last quarter. Inspire Investing LLC bought a new position in NVIDIA during the fourth quarter worth $44,000. Finally, AlphaCentric Advisors LLC bought a new position in NVIDIA during the fourth quarter worth $45,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management projected a massive AI-compute opportunity (Jensen Huang put potential Blackwell + Vera Rubin demand near $1 trillion through 2027), which re‑frames revenue runway and underpins upside for GPU and datacenter demand. CNBC: GTC $1T projection
• Positive Sentiment: New product and software launches at GTC (Vera Rubin architecture, Vera CPU, Dynamo inference OS, DLSS 5, and NemoClaw security for OpenClaw agents) expand NVIDIA’s addressable market beyond GPUs into CPUs, inference OS, graphics and agent/security stacks. These diversify revenue levers and support longer-term growth. Vera CPU press release
• Positive Sentiment: Broad ecosystem and customer wins (automakers adopting DRIVE Hyperion, Uber robotaxi plans, partners building Vera/Rubin-based AI factories and Omniverse integrations) signal pull-through for NVIDIA hardware and software across cloud, auto, robotics and enterprise. These announcements point to multi‑year capex tailwinds. Reuters: Uber robotaxi rollout
• Positive Sentiment: Sell‑side support: Benchmark and other firms reiterated bullish ratings and raised/maintained price targets (Benchmark $250 PT highlighted), which helps sentiment and buy-side flows. Benzinga: Benchmark reiteration
• Neutral Sentiment: Investor reaction to the $1T projection has been measured in some outlets — markets often wait for concrete order/backlog and cadence details before fully repricing long-term forecasts. Expect analysts to request more 2027 guidance and cash/deployment specifics. Finbold: investor reaction
• Neutral Sentiment: Gaming and consumer graphics catalyst (DLSS 5) is meaningful for GeForce franchise and ecosystem but less material to overall top-line compared with datacenter/inference revenue. It nonetheless strengthens NVIDIA’s platform moat. DLSS 5 release
• Negative Sentiment: Valuation and sentiment risks remain — some analysts and outlets warn upside may already be baked in and want clearer 2027 financial targets and capex cadence; that raises the bar for follow‑through. Seeking Alpha: valuation risk
• Negative Sentiment: Persistent heavy insider selling and recent periods of large sales by major insiders can concern some investors about near-term share supply and sentiment even as fundamentals strengthen. Fool: insider selling

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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