Rothschild & Co Redburn Raises NVIDIA (NASDAQ:NVDA) Price Target to $300.00

26 May 2026, 09:24 by Renee Jackson · The Cerbat Gem

NVIDIA (NASDAQ:NVDA – Get Free Report) had its price target upped by analysts at Rothschild & Co Redburn from $280.00 to $300.00 in a note issued to investors on Tuesday,MarketScreener reports. The brokerage currently has a “buy” rating on the computer hardware maker’s stock. Rothschild & Co Redburn’s price target points to a potential upside of 39.32% from the stock’s current price.

A number of other equities analysts have also recently weighed in on the company. Morgan Stanley set a $288.00 price objective on NVIDIA and gave the company an “overweight” rating in a report on Thursday, May 21st. TD Cowen reaffirmed a “buy” rating and issued a $275.00 target price (up from $235.00) on shares of NVIDIA in a research note on Friday, May 15th. Truist Financial increased their price target on shares of NVIDIA from $287.00 to $307.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. JPMorgan Chase & Co. boosted their price objective on shares of NVIDIA from $265.00 to $280.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $315.00 price objective (up from $265.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Three analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $303.96.

View Our Latest Stock Report on NVIDIA

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $215.33 on Tuesday. NVIDIA has a 52-week low of $129.16 and a 52-week high of $236.54. The firm has a fifty day moving average of $196.74 and a 200 day moving average of $189.05. The firm has a market capitalization of $5.21 trillion, a PE ratio of 32.98, a price-to-earnings-growth ratio of 0.67 and a beta of 2.25. The company has a debt-to-equity ratio of 0.04, a quick ratio of 3.24 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.62 billion for the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the prior year, the firm earned $0.81 earnings per share. The firm’s revenue was up 85.2% on a year-over-year basis. As a group, research analysts anticipate that NVIDIA will post 7.98 EPS for the current fiscal year.

NVIDIA announced that its board has authorized a share buyback program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In related news, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the transaction, the chief financial officer owned 83,060 shares in the company, valued at $14,526,363.40. The trade was a 19.41% 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 Mark A. Stevens sold 221,682 shares of the company’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the transaction, the director directly owned 7,399,771 shares of the company’s stock, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 906,336 shares of company stock valued at $162,802,518 over the last ninety days. Corporate insiders own 4.17% of the company’s stock.

Institutional Trading of NVIDIA

Large investors have recently added to or reduced their stakes in the stock. Lifetime Wealth Management P.C. bought a new position in shares of NVIDIA in the 4th quarter worth approximately $26,000. Longview Financial Advisors Inc. bought a new stake in shares of NVIDIA during the first quarter valued at approximately $27,000. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% in the second 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. Phillip James Consulting Co. bought a new position in NVIDIA in the first quarter worth $40,000. Finally, Inspire Investing LLC bought a new position in NVIDIA in the fourth quarter worth $44,000. 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: Several analysts and commentators said NVIDIA still has meaningful upside after its blockbuster quarter, pointing to record data center revenue, strong free-cash-flow growth, and expanding margins. One Seeking Alpha piece raised a price target to $265, while BofA’s Vivek Arya reportedly sees as much as $350 as AI infrastructure demand drives an “unprecedented” chip cycle.
Positive Sentiment: News that NVIDIA increased its dividend and buyback authorization is supportive for the stock, since it signals management confidence in cash generation and gives investors a larger capital-return story alongside AI growth.
Positive Sentiment: Jensen Huang emphasized that China remains a “very important” market for NVIDIA, and the company is still positioned to sell approved products such as H200 chips there. That suggests NVIDIA is looking to preserve at least some revenue opportunity despite U.S. export limits.
Neutral Sentiment: Multiple articles framed NVIDIA as still the dominant AI-chip player and a long-term buy, but some also noted that competition from custom ASICs and the hidden cost of AI infrastructure could temper enthusiasm over time.
Negative Sentiment: Jensen Huang reportedly pressed Super Micro to tighten trade compliance after a Taiwan AI server smuggling crackdown, highlighting ongoing regulatory and export-control scrutiny around the AI supply chain that could complicate NVIDIA’s China exposure.
Negative Sentiment: Huawei-related headlines around chipmaking progress and new smartphone chips reinforce the competitive and geopolitical pressure facing NVIDIA in China, where restrictions may be helping domestic rivals gain ground.

NVIDIA Company Profile

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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.