NVIDIA
NVDA
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 to run large language models. 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
159% more first-time investments, than exits
New positions opened: 350 | Existing positions closed: 135
51% more capital invested
Capital invested by funds: $1.69T [Q1] → $2.55T (+$867B) [Q2]
40% more repeat investments, than reductions
Existing positions increased: 2,661 | Existing positions reduced: 1,897
23% more funds holding in top 10
Funds holding in top 10: 1,801 [Q1] → 2,212 (+411) [Q2]
2.5% more ownership
Funds ownership: 63.85% [Q1] → 66.35% (+2.5%) [Q2]
2% more funds holding
Funds holding: 5,055 [Q1] → 5,173 (+118) [Q2]
12% less call options, than puts
Call options by funds: $120B | Put options by funds: $137B
Research analyst outlook
28 Wall Street Analysts provided 1 year price targets over the past 3 months
28 analyst ratings
DA Davidson
Gil Luria
|
$210
|
Buy
Upgraded
|
11 Sep 2025 |
Citigroup
Atif Malik
|
$200
|
Buy
Maintained
|
8 Sep 2025 |
JP Morgan
Harlan Sur
|
$215
|
Overweight
Maintained
|
4 Sep 2025 |
Goldman Sachs
James Schneider
|
$200
|
Buy
Reiterated
|
28 Aug 2025 |
Craig-Hallum
Richard Shannon
|
$245
|
Buy
Maintained
|
28 Aug 2025 |
Oppenheimer
Rick Schafer
|
$225
|
Outperform
Maintained
|
28 Aug 2025 |
Morgan Stanley
Joseph Moore
|
$210
|
Overweight
Maintained
|
28 Aug 2025 |
B of A Securities
Vivek Arya
|
$235
|
Buy
Maintained
|
28 Aug 2025 |
Truist Securities
William Stein
|
$228
|
Buy
Maintained
|
28 Aug 2025 |
Wedbush
Matt Bryson
|
$210
|
Outperform
Reiterated
|
28 Aug 2025 |
Cantor Fitzgerald
C J Muse
|
$240
|
Overweight
Reiterated
|
28 Aug 2025 |
Keybanc
John Vinh
|
$230
|
Overweight
Maintained
|
28 Aug 2025 |
Bernstein
Stacy Rasgon
|
$225
|
Outperform
Maintained
|
28 Aug 2025 |
Rosenblatt
Kevin Cassidy
|
$215
|
Buy
Maintained
|
28 Aug 2025 |
Benchmark
Cody Acree
|
$220
|
Buy
Maintained
|
28 Aug 2025 |
Needham
N. Quinn Bolton
|
$200
|
Buy
Reiterated
|
28 Aug 2025 |
Stifel
Ruben Roy
|
$212
|
Buy
Maintained
|
25 Aug 2025 |
Baird
Tristan Gerra
|
$225
|
Outperform
Maintained
|
25 Aug 2025 |
Evercore ISI Group
Mark Lipacis
|
$214
|
Outperform
Maintained
|
22 Aug 2025 |
UBS
Timothy Arcuri
|
$205
|
Buy
Maintained
|
21 Aug 2025 |
TD Cowen
Joshua Buchalter
|
$235
|
Buy
Maintained
|
19 Aug 2025 |
Mizuho
Vijay Rakesh
|
$205
|
Outperform
Maintained
|
14 Aug 2025 |
Piper Sandler
Harsh Kumar
|
$225
|
Overweight
Maintained
|
13 Aug 2025 |
Wells Fargo
Aaron Rakers
|
$220
|
Overweight
Maintained
|
11 Aug 2025 |
Needham
Quinn Bolton
|
$200
|
Buy
Maintained
|
16 Jul 2025 |
DZ Bank
Ingo Wermann
|
$195
|
Buy
Maintained
|
15 Jul 2025 |
Melius Research
Ben Reitzes
|
$235
|
Buy
Maintained
|
15 Jul 2025 |
Loop Capital
Ananda Barush
|
$250
|
Buy
Maintained
|
25 Jun 2025 |
Financial journalist opinion
Based on 1025 articles about NVDA published over the past 30 days