NVIDIA (NASDAQ:NVDA) Receives Buy Rating from Benchmark

01 Apr 2026, 13:24 by Kim Johansen · The Markets Daily

Benchmark reissued their buy rating on shares of NVIDIA (NASDAQ:NVDA – Free Report) in a report issued on Tuesday,Benzinga reports. They currently have a $250.00 price objective on the computer hardware maker’s stock.

Several other equities analysts have also weighed in on NVDA. Rosenblatt Securities reaffirmed a “buy” rating and set a $325.00 price objective on shares of NVIDIA in a research report on Monday, March 23rd. Robert W. Baird boosted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. BNP Paribas Exane increased their price target on shares of NVIDIA from $260.00 to $270.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Itau BBA Securities restated a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. Finally, Raymond James Financial lifted their price objective on shares of NVIDIA from $291.00 to $323.00 and gave the company a “strong-buy” rating in a research note on Thursday, March 19th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $275.95.

Check Out Our Latest Stock Report on NVDA

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $174.34 on Tuesday. The firm has a market cap of $4.24 trillion, a price-to-earnings ratio of 35.58, a P/E/G ratio of 0.55 and a beta of 2.33. NVIDIA has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The business has a fifty day simple moving average of $182.92 and a 200 day simple moving average of $184.28.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate 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 previous year, the company posted $0.89 earnings per share. As a group, sell-side analysts predict that NVIDIA will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be issued a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio is currently 0.82%.

Insider Activity at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares in the company, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,401,616 shares of company stock worth $253,555,407. 4.17% of the stock is owned by insiders.

Hedge Funds Weigh In On NVIDIA

Several large investors have recently made changes to their positions in NVDA. Lifetime Wealth Management P.C. acquired a new position in NVIDIA during the 4th quarter valued at $26,000. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the period. Inspire Investing LLC acquired a new position in shares of NVIDIA during the fourth quarter valued at about $44,000. Finally, AlphaCentric Advisors LLC acquired a new position in shares of NVIDIA during the fourth quarter valued at about $45,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA expands its AI ecosystem with a strategic $2 billion investment and partnership with Marvell, strengthening NVLink Fusion adoption and signaling continued platform-led growth that supports medium‑term revenue and customer wins. Nvidia invests $2B in Marvell Technology as part of AI infrastructure partnership
Positive Sentiment: Nvidia will supply GPUs to AWS, reinforcing enterprise cloud demand for Nvidia accelerators and validating multi‑vendor channel traction that underpins data‑center revenue visibility. NVIDIA to Supply GPUs to AWS
Positive Sentiment: Nvidia announced a near-term dividend payment, a modest liquidity return that can support investor confidence amid volatility. Nvidia to pay dividends tomorrow; Here’s how much investors will receive
Neutral Sentiment: Analysts and commentators are revisiting NVDA valuation and positioning versus peers (Broadcom, AMD). Coverage is mixed — bullish on long‑run AI demand but highlighting stretched multiples and recent volatility. Nvidia vs. Broadcom: The Smarter AI Stock to Buy in April
Neutral Sentiment: Several valuation and market‑structure pieces are dissecting recent swings and whether NVDA’s pullback is a buying opportunity or signs of a longer consolidation — these are helping frame investor timing decisions but are not single‑handedly moving fundamentals. Evaluating Nvidia (NVDA) Valuation After Recent Share Price Swings And Conflicting Signals
Negative Sentiment: IDC/Reuters: Chinese GPU and AI‑accelerator vendors grabbed roughly 41% of China’s AI accelerator server market last year, eroding Nvidia’s dominance in a key geography and raising competitive and pricing risks for future international revenue. Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks, IDC says
Negative Sentiment: BeInCrypto reports a sharp “AI memory”/technical rout that has removed liquidity and triggered stop losses, increasing downside momentum and technical pressure on NVDA shares. Chart‑based selling can amplify short-term declines even if fundamentals remain intact. AI Memory Rout Wipes 9% Off Nvidia Stock
Negative Sentiment: CNBC: Iran’s IRGC included Nvidia on a list of tech targets, adding a layer of geopolitical/cyber risk that can increase perceived regulatory or operational uncertainty for US‑listed tech companies with global exposure. Iran threatens Nvidia, Apple and other tech giants with attack
Negative Sentiment: Barron’s notes NVDA has now posted two consecutive quarterly share declines — a rarity that raises sentiment concerns and may pressure short‑term holders despite historical rebounds. Nvidia Stock Suffers Rare 2-Quarters Loss. History Gives Reason for Hope.

NVIDIA Company Profile

(Get Free Report)

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.