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: 29,600
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
110% more first-time investments, than exits
New positions opened: 241 | Existing positions closed: 115
25% more repeat investments, than reductions
Existing positions increased: 2,253 | Existing positions reduced: 1,805
2% more funds holding
Funds holding: 4,463 [Q2] → 4,530 (+67) [Q3]
1% less funds holding in top 10
Funds holding in top 10: 1,769 [Q2] → 1,744 (-25) [Q3]
2.93% less ownership
Funds ownership: 67.28% [Q2] → 64.35% (-2.93%) [Q3]
6% less capital invested
Capital invested by funds: $2.04T [Q2] → $1.91T (-$132B) [Q3]
23% less call options, than puts
Call options by funds: $106B | Put options by funds: $138B
Research analyst outlook
30 Wall Street Analysts provided 1 year price targets over the past 3 months
30 analyst ratings
Morgan Stanley Joseph Moore 62% 1-year accuracy 36 / 58 met price target | 17%upside $152 | Overweight Maintained | 28 Jan 2025 |
Tigress Financial Ivan Feinseth 67% 1-year accuracy 46 / 69 met price target | 69%upside $220 | Strong Buy Upgraded | 28 Jan 2025 |
Cantor Fitzgerald C J Muse 37% 1-year accuracy 26 / 70 met price target | 54%upside $200 | Overweight Reiterated | 27 Jan 2025 |
Barclays Blayne Curtis 52% 1-year accuracy 39 / 75 met price target | 35%upside $175 | Overweight Maintained | 17 Jan 2025 |
HSBC Frank Lee 50% 1-year accuracy 5 / 10 met price target | 42%upside $185 | Buy Maintained | 13 Jan 2025 |
Financial journalist opinion
Based on 710 articles about NVDA published over the past 30 days









