NVIDIANVDA
About: Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
Employees: 36,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
672% more first-time investments, than exits
New positions opened: 679 | Existing positions closed: 88
15% more capital invested
Capital invested by funds: $1.86T [Q3] → $2.14T (+$284B) [Q4]
15% more funds holding in top 10
Funds holding in top 10: 1,748 [Q3] → 2,005 (+257) [Q4]
11% more funds holding
Funds holding: 4,559 [Q3] → 5,045 (+486) [Q4]
2.19% more ownership
Funds ownership: 62.47% [Q3] → 64.65% (+2.19%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 2,078 | Existing positions reduced: 2,013
21% less call options, than puts
Call options by funds: $121B | Put options by funds: $152B
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
19 analyst ratings
Seaport Global | 8%downside $100 | Sell Initiated | 30 Apr 2025 |
Morgan Stanley Joseph Moore 42% 1-year accuracy 26 / 62 met price target | 47%upside $160 | Overweight Maintained | 25 Apr 2025 |
Barclays Blayne Curtis 18% 1-year accuracy 10 / 56 met price target | 42%upside $155 | Overweight Maintained | 22 Apr 2025 |
UBS Timothy Arcuri 35% 1-year accuracy 12 / 34 met price target | 65%upside $180 | Buy Maintained | 17 Apr 2025 |
Rosenblatt Kevin Cassidy 20% 1-year accuracy 18 / 88 met price target | 84%upside $200 | Buy Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 701 articles about NVDA published over the past 30 days
