NVIDIA Corporation (NASDAQ:NVDA) Stock Has Consensus Price Target of $321.89

13 Oct 2026, 06:45 by Michael Walen · The Markets Daily

NVIDIA Corporation (NASDAQ:NVDA – Get Free Report) has earned a consensus rating of “Buy” from the fifty-five research firms that are presently covering the firm, Marketbeat reports. One analyst has rated the stock with a hold rating, forty-nine have given a buy rating and five have given a strong buy rating to the company. The average 12-month target price among analysts that have covered the stock in the last year is $321.89.

NVDA has been the topic of several recent analyst reports. Wells Fargo & Company set a $210.00 price target on NVIDIA in a research report on Friday, October 2nd. KeyCorp reissued an “overweight” rating and issued a $330.00 price objective on shares of NVIDIA in a research report on Monday, August 24th. China Renaissance increased their price objective on NVIDIA from $319.00 to $330.00 and gave the company a “buy” rating in a research report on Monday, August 31st. Melius Research set a $420.00 price objective on shares of NVIDIA in a research note on Thursday, August 27th. Finally, HSBC raised their price objective on shares of NVIDIA from $360.00 to $365.00 in a research note on Thursday, August 27th.

Check Out Our Latest Report on NVIDIA

Insiders Place Their Bets

In other news, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares of the company’s stock, valued at approximately $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 accessible through the SEC website. Also, CFO Colette Kress sold 34,918 shares of the stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the completion of the sale, the chief financial officer owned 765,103 shares of the company’s stock, valued at approximately $167,595,812.15. The trade was a 4.36% decrease in their position. 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 have sold 1,766,118 shares of company stock worth $399,450,353 in the last ninety days. Insiders own 3.94% of the company’s stock.

Hedge Funds Weigh In On NVIDIA

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Montgomery Financial Services LLC acquired a new stake in shares of NVIDIA during the 2nd quarter worth $28,000. Lifetime Wealth Management P.C. bought a new position in shares of NVIDIA in the fourth quarter worth $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA in the first quarter worth $27,000. Phillip James Consulting Co. acquired a new position in NVIDIA in the first quarter valued at about $40,000. Finally, Bard Associates Inc. raised its stake in NVIDIA by 8,866.7% in the second quarter. Bard Associates Inc. now owns 269 shares of the computer hardware maker’s stock valued at $54,000 after purchasing an additional 266 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA and Cisco announced USFP, a next-generation optical module designed to support 400Gb/s-per-lane signals and up to 12.8Tb/s of capacity. The technology could help AI data centers scale bandwidth while reducing power use and network complexity. NVIDIA and Cisco announce USFP
Positive Sentiment: Navitas Semiconductor is collaborating with NVIDIA on a 24-kilowatt power-delivery board for next-generation AI infrastructure. The single-stage design is intended to improve efficiency and reduce board space, reinforcing demand for NVIDIA-based AI factories. Navitas collaborates with NVIDIA
Positive Sentiment: Bitdeer secured an eight-year agreement for a 60MW Malaysia facility designed for NVIDIA’s Vera Rubin systems, bringing its contracted AI data-center capacity to approximately 333.5MW. This provides another indication of long-term infrastructure demand. Bitdeer expands Malaysia AI campus
Neutral Sentiment: NVIDIA is reportedly considering a larger investment in or acquisition of open-weight AI startup Reflection AI. The move could broaden NVIDIA’s software and model ecosystem, but discussions are preliminary and could fail to produce a deal. NVIDIA and Reflection AI talks
Neutral Sentiment: Analysts and commentators remain divided: some argue triple-digit growth makes NVDA reasonably valued and see further upside, while others point to technical signs of a potential peak, a roughly $5.5 trillion valuation, and concentration risk in AI-related equities.
Negative Sentiment: Microsoft said it plans to rely increasingly on its internally developed Maia chips for AI inference, potentially reducing its dependence on NVIDIA GPUs and intensifying competition from hyperscaler-designed silicon. Microsoft to rely more on Maia chips
Negative Sentiment: Reports that OpenAI’s annualized revenue may be about $50 billion—below previously cited estimates—have raised questions about AI spending, infrastructure demand and the valuation of AI suppliers. Separately, Firmus’ canceled data-center IPO suggested financing conditions for AI infrastructure could be tightening.
Negative Sentiment: Technical analysts warned that NVDA’s retreat from its record high could signal weakening momentum. Investor caution is also reflected in a reported $21 million options position betting the stock falls below $180 by January and continued insider selling, although these signals do not necessarily predict operating performance. Nvidia falls back from record high

NVIDIA Trading Down 1.3%

NVIDIA stock opened at $226.32 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The business’s 50-day simple moving average is $223.05 and its 200-day simple moving average is $210.02. The firm has a market capitalization of $5.45 trillion, a PE ratio of 28.61, a PEG ratio of 1.77 and a beta of 2.22. NVIDIA has a 52 week low of $164.27 and a 52 week high of $243.37.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The firm’s revenue was up 105.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.05 EPS. Equities research analysts forecast that NVIDIA will post 9.25 earnings per share for the current year.

NVIDIA Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Thursday, September 10th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date was Thursday, September 10th. NVIDIA’s dividend payout ratio is presently 12.64%.

NVIDIA announced that its Board of Directors has authorized a share repurchase plan on Monday, September 28th that authorizes the company to repurchase $150.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to buy up to 2.8% of its stock through open market purchases. Share repurchase plans are usually a sign that the company’s board believes its stock is undervalued.

About NVIDIA

(Get Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.