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NVIDIA Open Agent Safety Platform consists of NVIDIA OpenShell open source software and the NVIDIA Sentry reference system design that enables full-stack governance and control across software and the hardware, compute and robotics systems that run agents.OpenShell software provides a secure runtime boundary that traces all actions and enforces policy as agents run on NVIDIA Vera CPUs. As open source software, OpenShell can be extended to work with third-party compute platforms, including those from Arm and Intel.Sentry adds an out-of-band watchdog that runs on NVIDIA BlueField-4 DPUs to continuously monitor agent behavior. Sentry can quarantine agents that attempt to move outside their boundaries in milliseconds.Industry leaders from across the AI ecosystem are joining NVIDIA to strengthen AI safety for every industry across the full stack of infrastructure, software, models and robotics — including Anthropic, Cisco, CrowdStrike, Dell Technologies, Figure, HPE, Hugging Face, JPMorganChase, Microsoft, Palantir, Palo Alto Networks, Perplexity, Red Hat, Salesforce, SAP, Scale AI, ServiceNow and SpaceXAI. SANTA CLARA, Calif., Sept. 28, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced NVIDIA Open Agent Safety Platform, an open software platform and reference system design to strengthen AI security from agent testing to deployment, with full-stack governance and control across software and the hardware, compute and robotics systems that run agents.

Recent security incidents have underscored the need to equip organizations with open, customizable tools that enforce more control over long-running agents. Across these incidents, the pattern is the same — the agent circumvented security controls at the application layer to complete its assigned task.

“AI’s extraordinary potential for society will only be realized if we solve AI safety,” said Jensen Huang, founder and CEO of NVIDIA. “As we continue to discover the frontier of AI capabilities, we must accelerate discovery at the frontier of AI safety. Safety and security require full-stack engineering. NVIDIA Open Agent Safety Platform brings together industry, researchers and public-sector organizations to share best practices, align on evaluation methods and foster international cooperation. Together, we can raise the bar for global AI safety.”

Open Agent Safety Platform Adds Control Across the Full Agent Stack
NVIDIA Open Agent Safety Platform enables full-stack governance and control across the software that runs agents, the hardware and compute layers that power their work, and the robotics systems that execute tasks in the physical world. Organizations can deploy elements of NVIDIA Open Agent Safety Platform according to their unique requirements.

It includes NVIDIA OpenShell™ secure runtime software that sets boundaries for agents running on CPUs. As agents take on more work across more systems, enterprises need an enforceable boundary outside of the model and agent harness. Now broadly available, OpenShell provides a secure runtime boundary for controlling how autonomous AI agents execute tasks across open and closed models.

OpenShell delivers this protection with minimal overhead on NVIDIA Vera, the first purpose-built CPU for agentic AI. Together, OpenShell and Vera enable agents to operate securely while completing their work as quickly as possible. As open source software, OpenShell can also be extended to work with third-party compute platforms, including those from Arm and Intel.

The NVIDIA Open Agent Safety Platform reference system design features NVIDIA Sentry, an out-of-band watchdog that runs on NVIDIA BlueField®-4 DPUs to continuously monitor agent behavior. Sentry provides in-silicon security enforcement, meaning that if an AI agent attempts to move outside its software boundary, Sentry quarantines and stops it in milliseconds.

Running on BlueField-4 DPUs, Sentry continuously monitors agent activity and enforces security policies independently in silicon. It combines threat detection, hardware-based agent governance and enforcement and data access protection from an isolated, out-of-band trust domain that is responsive in real time and invisible to agents and attackers.

Sentry is built on NVIDIA DOCA™ software, which provides the programmable capabilities Sentry uses to inspect agent requests and responses, provide attested telemetry, verify agent identity and enforce granular, zero-trust access policies for data, tools, application programming interfaces and services.

Industry Leaders Strengthen Agent Security With NVIDIA
Anthropic and NVIDIA have collaborated to bring additional layers of security and control to the agent stack. Claude Managed Agents establish a security boundary by running the agent loop in a separate server from the sandboxes where their work executes. Integrations with OpenShell and BlueField enable enterprises to enforce strict control over agent access through those sandboxes.

“Companies are giving AI agents more of their most important work, and they need to direct and verify what those agents do, especially in sensitive environments,” said Paul Smith, chief commercial officer of Anthropic. “Claude Managed Agents gives companies a clear view of what each agent is doing, and NVIDIA’s platform adds another layer of governance and control across hardware and software.”

SpaceXAI is using NVIDIA Open Agent Safety Platform for Cursor coding agents and Grok models.

“As customers rely more on agents to get real work done, safety should be enforced outside the model by additional controls the agent can’t get past,” said Mike Nicolls, president at SpaceXAI. “Customers should be able to set those limits for Cursor and Grok and trust they will hold.”

Scale AI is working with NVIDIA to incorporate NVIDIA Open Agent Safety Platform technologies into the agentic infrastructure layer of Scale GenAI Portfolio.

“Scale AI is using the NVIDIA Open Agent Safety Platform reference design to build reliable agentic AI systems for our enterprise and government customers running mission-critical applications, with isolation, policy enforcement and auditability built in from the start,” said Francis deSouza, CEO of Scale AI. “We support agentic security with clear boundaries that define what agents can do, and controls that keep them operating within those permissions.”

Salesforce and NVIDIA have integrated OpenShell with Slack, enabling teams to manage OpenShell agent activity directly from Slack — viewing agent activity and audit events, and approving or rejecting agent requests for additional permissions — giving teams greater visibility and human oversight as agents work.

SAP is embedding OpenShell with Joule Studio runtime, part of the SAP Business AI Platform, to pair business oversight with runtime security. The company is also contributing engineering work to OpenShell and working with NVIDIA to advance interoperability standards through the Open Secure AI Alliance.

Accenture, Armadin, Cadence, Cognition, CrowdStrike, Cisco, Dassault Systèmes, Deloitte, EY, Hugging Face, IBM, Irregular, Perplexity, Microsoft, SAP, Scale AI, ServiceNow, Siemens, Synopsys, OpenClaw, Palantir and Palo Alto Networks are also among the over 100 organizations working with NVIDIA Open Agent Safety Platform technologies.

Robotics leaders — such as Figure, Gecko Robotics and Skild AI — are also building with OpenShell to embed agent safety controls into autonomous systems that take action in the physical world.

Citi and JPMorganChase are among the financial services leaders collaborating with NVIDIA on shared open source agent safety technologies.

Energy leaders Hitachi Energy, EPRI, NextEra Energy, Quanta Services, SPP, Schneider Electric, Siemens Energy and Worley are among critical U.S. infrastructure providers working with NVIDIA Open Agent Safety Platform technologies.

Infrastructure software leaders Canonical, SUSE and Red Hat are also integrating NVIDIA Open Agent Safety Platform into widely used software operating systems. Red Hat runs OpenShell and DOCA, both part of NVIDIA Open Agent Safety Platform, on Red Hat AI Factory with NVIDIA, a co-engineered, enterprise-grade AI solution for building, deploying and managing AI at scale across hybrid cloud environments.

NVIDIA partners including Baseten, Cisco, CoreWeave, Dell Technologies, GMI Cloud, HPE, HP Inc., Irregular, Lenovo, Microsoft, Nebius, Oracle Cloud Infrastructure, Supermicro and Together AI are among those offering AI infrastructure solutions that use and support NVIDIA Open Agent Safety Platform technologies to help customers run AI agents more securely.

Availability
NVIDIA Open Agent Safety Platform software, including OpenShell and skills, are available through the NVIDIA developer resources page and GitHub.

Ecosystem contributions such as NVIDIA Open Agent Safety Platform support the mission of the Open Secure AI Alliance as well as the broader AI safety and security community. Initiated by NVIDIA alongside over 120 leading organizations and governed by the Linux Foundation, the Open Secure AI Alliance strengthens AI agent security through open research, skills and tools, as well as projects like the Shared AI Findings Exchange, or SAFE.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Corporate Communications
NVIDIA Corporation
[email protected]

Certain statements in this press release including, but not limited to, statements as to: AI’s extraordinary potential for society only being realized if we solve AI safety; NVIDIA Open Agent Safety Platform bringing together industry, researchers and public-sector organizations to share best practices, align on evaluation methods and foster international cooperation; NVIDIA, together with its commercial partners, raising the bar for global AI safety; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, and other NVIDIA product and service names are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries and regions. Other company, product, and service names may be trademarks of the respective companies with which they are associated.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e7d3dd25-89b5-40c1-ac1b-77004a3ed2b3

Nvidia (NVDA.O) on Monday made available a set of software safety tools for AI agents that it says would have stopped the hack ​of Hugging Face, the AI coding hub that Nvidia paid $13 billion for months ‌after it was swarmed by rogue agents from OpenAI.

The move comes as OpenAI and Anthropic, the top two US AI labs, are investigating numerous instances where their agents, which are AI systems capable of ​carrying out complex tasks, hacked into commercial and government systems. Nvidia CEO ​Jensen Huang, head of the world's largest company whose chips have powered ⁠most of the AI boom, has rejected calls for broad AI safety regulations and instead ​framed the escaped agents as an engineering problem to be solved, akin to making ​automobiles safer.

One tool released Monday called OpenShell uses hardware features on Nvidia's central processor chips to contain agents. Nvidia said it is also working with Arm Holdings (O9Ty.F) and Intel (INTC.O) to ensure the system ​also works on their central processors.

Nvidia is launching the tools with dozens of partners, ​including Anthropic.

Justin Boitano, vice president and general manager of enterprise computing at Nvidia, said the tools ‌would ⁠have stopped the Hugging Face attack disclosed this summer.

“From what we know, this new security platform could have stopped the breach if it was being used in frontier labs for model evaluation early on,” Boitano said during a media briefing. “We’re advancing this openly, ​and we want to ​engage everybody to ⁠work with us.”

Another system called Sentry uses a separate Nvidia chip in tandem with OpenShell to cut off a rogue agent if ​it tries to escape its container on a central processor.

The ​Nvidia tools ⁠use mathematical formulas to detect when agents are trying to use workarounds, such as when an agent might "spawn" several "sub-agents" in an attempt to circumvent efforts to block the main agent, ⁠said Ali ​Golshan, senior director of AI software at Nvidia.

"This ​is really agentic behavior that we're talking about, which is fleets of agents and how they operate together," ​Golshan said during a briefing.

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The AI chip giant said its platform allows developers to continuously monitor and govern AI behavior.

Nvidia (NVDA +0.22%) and SpaceX (SPCX +0.44%) are two of the most valuable companies in the world, and they're also two of the most talked-about stocks.

Both companies are central to the AI boom, and investors have high expectations for them over the coming years.

However, if you're trying to decide which one to buy, I don't think it's a difficult choice.

Image source: The Motley Fool.

1. There's no comparison on priceSpaceX went public with a sky-high valuation, trading at roughly 100 times sales and a market cap of nearly $2 trillion. After bouncing up and down, the stock is trading at nearly the same price it opened on the market, $150.

The company delivered strong second-quarter results, with revenue up 92% to $4.1 billion as it benefited from new cloud services agreements with Anthropic and Google, and 66% growth in its Starlink satellite internet business.

However, the company still reported a generally accepted accounting principles (GAAP) net loss of $541 million in the quarter, as Starlink, or the connectivity segment, is the only one of its three segments that is profitable.

Even baking in aggressive growth expectations over the next six quarters, SpaceX still trades at close to 20 times 2027 sales. Analysts do expect it to turn profitable in the third quarter, which will likely depend on its AI business, which is growing by leasing out computing capacity, much like the neocloud companies do.

Nvidia, on the other hand, is growing just as fast as SpaceX is right now, but with a much more profitable business and a much lower valuation. Nvidia just grew revenue by 106% in the second quarter, with an operating margin of 66%. The company could reach annual revenue of $1 trillion as soon as 2028 (fiscal 2029).

Despite its superior growth, the stock essentially trades in line with the S&P 500 at a price-to-earnings ratio of 28.5, even though it's expected to grow much faster than the broad market.

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2. SpaceX's success is also Nvidia's In addition to being two of the most valuable companies in the world, SpaceX and Nvidia are also close partners.

Nvidia owns 122.8 million shares of SpaceX, worth close to $20 billion, and SpaceX has said it will exclusively use Nvidia chips across its business. In fact, CEO Elon Musk paid Nvidia a high compliment, saying, "We think the Vera Rubin architecture is the best architecture."

If SpaceX is building with Nvidia chips, then SpaceX's growth benefits Nvidia as well, and Nvidia chips are likely to be a significant line item for SpaceX, especially if it continues to aggressively grow its AI business. Considering Nvidia's much lower valuation, owning its shares might be a better way to get exposure to SpaceX's growth than owning SpaceX itself.

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3. The SpaceX thesis still has a lot to proveSpaceX's $2 trillion valuation owes a lot to CEO Elon Musk's reputation and his bold vision of the future, which includes space-based data centers and eventually colonizing Mars.

In its prospectus, the company said it identified a total addressable market of $28.5 trillion, nearly all of which is based on future developments, most of which are in artificial intelligence. Another company with such a futuristic vision probably wouldn't fetch such a high valuation, though Musk has a well-deserved reputation as a visionary and a disrupter.

Nvidia's valuation, on the other hand, is largely based on the current reality where the company is dominating the market for AI chips and is well-positioned to continue doing so, as SpaceX's endorsement shows.

Nvidia can still benefit from optionality, or some new product or new use for its products in the future, but it doesn't need that for the stock to be successful. Its current results easily justify its valuation.

Overall, Nvidia is a much lower-risk stock than SpaceX, but it still offers huge growth potential. That's a winning formula for me.

Pinpoint Asset Management Singapore Pte. Ltd. reduced its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 77.7% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,118 shares of the computer hardware maker's stock after selling 7,364 shares during the period. Pinpoint Asset

Ridgecrest Wealth Partners LLC decreased its stake in NVIDIA Corporation (NASDAQ: NVDA) by 4.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,440 shares of the computer hardware maker's stock after selling 3,158 shares during the

United Super Pty Ltd in its capacity as Trustee for the Construction and Building Unions Superannuation Fund increased its position in NVIDIA Corporation (NASDAQ: NVDA) by 11.6% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,091,934 shares of

Growth investors face an interesting choice today.

On one hand, growth stocks have delivered big returns over the past several years and strong corporate earnings growth could keep that trend going. On the other hand, valuations are starting to get stretched, long-term interest rates are hitting multi-decade highs, and there's talk of potentially slowing down the pace of artificial intelligence (AI) development.

Overall, I think the investment case for growth stocks is still a positive one. And one exchange-traded fund (ETF) I think deserves more attention here is the iShares Core S&P U.S. Growth ETF (IUSG +0.60%).

Source: Getty Images.

A track record that's hard to ignore This fund tracks the S&P 900 Growth Index. Unlike a lot of the big growth ETFs, this one starts with a universe of large- and mid-cap stocks, giving it a potentially different risk/reward profile. Among the factors it considers in the selection process are sales growth, earnings trends relative to price, and momentum. In addition to the mega-caps like Nvidia (NVDA +0.22%) and Microsoft (MSFT +3.66%), the iShares Core S&P U.S. Growth ETF can hold smaller companies that could become tomorrow's leaders as well.

Over the past decade, this fund has generated an average annual return of 17.6%, which is comparable to the returns of some of its peers, such as the Vanguard Growth ETF (VUG +0.54%). And it's well ahead of the 15.4% average annual return that the Vanguard S&P 500 ETF (VOO +0.54%) has produced.

Its 0.04% expense ratio means shareholders keep almost every bit of that return for themselves.

NASDAQ: IUSGiShares Trust - iShares Core S&P U.s. Growth ETF

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IUSG's growth prospects over the next decade Because this fund is market-cap-weighted, its top 10 holdings still look substantially similar to those of other growth ETFs. But I think the addition of mid-caps makes this fund more compelling.

The iShares Core S&P U.S. Growth ETF currently trades at a forward price/earnings (P/E) ratio of 21.5. That's a big discount compared to the 27.6 multiple for the Vanguard Growth ETF. That's due in large part to the fund's mid-cap exposure. The iShares S&P Mid-Cap 400 Growth ETF (IJK +0.16%) trades at a forward P/E ratio of 19.4, even lower than that of the S&P 500.

With earnings growth beginning to accelerate among smaller companies, the iShares Core S&P U.S. Growth ETF offers a compelling combination of future growth potential and relative value that large-cap growth stocks alone don't offer.

That's why I like this fund over the near term and over the next decade. It owns today's dominant growth companies as well as next-generation names that currently provide real value.

David Dierking has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Nvidia, Vanguard Morningstar Growth ETF, and Vanguard S&P 500 ETF. The Motley Fool has a disclosure policy.

Nvidia (NASDAQ: NVDA) investors are set to receive a higher dividend payout on October 1, 2026, after the artificial intelligence giant raised its quarterly dividend earlier this year.

The company will distribute $0.25 per share to shareholders who held Nvidia stock before the September 10 ex-dividend date. 

The payment is among the first major distributions under Nvidia’s new payout policy after the company increased its quarterly dividend from $0.01 to $0.25 per share, representing a 2,400% increase.

At the current annualized rate of $1 per share, Nvidia offers a dividend yield of approximately 0.44% based on its last share price of $225.

Nvidia dividend payment schedule. Source: Dividend.com Investor earnings  For investors, the upcoming payout translates to $25 for every 100 shares owned, while those holding 1,000 shares will receive $250. An investor with 10,000 shares is set to collect $2,500 from the October distribution.

The dividend increase comes as Nvidia continues to generate record cash flows from surging demand for artificial intelligence infrastructure.

The company’s payout ratio stands at about 6.35%, meaning only a small portion of earnings is returned to shareholders through dividends, leaving most profits for growth initiatives, AI investments, and share repurchases.

The latest dividend data also shows Nvidia has increased its dividend for three consecutive years and maintains a quarterly payment schedule.

NVDA stock fundamentals  Nvidia’s higher dividend payout comes amid sustained demand for AI infrastructure. In its latest quarter, the chipmaker reported revenue of approximately $96 billion, beating Wall Street expectations, and projected revenue of about $108 billion for the current quarter.

Investor sentiment in the technology company remains tied to Nvidia’s ability to maintain its leadership in AI chips amid growing competition from rivals such as AMD and custom chip initiatives from major firms.

However, the company recently forecast more than 70% revenue growth for the next fiscal year, signaling confidence in continued demand for its products.

Featured image via Shutterstock

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Walter Public Investments Inc. acquired a new position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 92,501 shares of the computer hardware maker’s stock, valued at approximately $18,509,000. NVIDIA comprises 4.5% of Walter Public Investments Inc.’s portfolio, making the stock its 4th largest position.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. J. Stern & Co. LLP lifted its holdings in shares of NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after purchasing an additional 124,849,603 shares in the last quarter. Amundi grew its stake in shares of NVIDIA by 10.4% in the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock worth $23,329,141,000 after acquiring an additional 12,575,177 shares during the period. SEB Asset Management AB purchased a new position in shares of NVIDIA during the first quarter valued at approximately $1,692,807,000. Employees Provident Fund Board purchased a new position in shares of NVIDIA during the fourth quarter valued at approximately $1,243,336,000. Finally, H&H International Investment LLC lifted its position in NVIDIA by 91.3% during the first quarter. H&H International Investment LLC now owns 13,843,775 shares of the computer hardware maker’s stock valued at $2,414,354,000 after purchasing an additional 6,606,675 shares during the period. 65.27% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth Several brokerages recently issued reports on NVDA. Itau BBA Securities dropped their target price on shares of NVIDIA from $256.00 to $218.00 in a report on Wednesday, June 24th. Needham & Company LLC reiterated a “buy” rating and set a $300.00 target price on shares of NVIDIA in a research note on Friday, September 4th. KGI Securities increased their price target on NVIDIA from $335.00 to $345.00 in a report on Thursday, August 27th. TD Cowen restated a “buy” rating on shares of NVIDIA in a research note on Tuesday, August 18th. Finally, Wedbush lifted their price objective on NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, August 27th. Four equities research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $324.14.

Get Our Latest Stock Analysis on NVIDIA Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Elon Musk said xAI’s Colossus 2 data center could more than double its NVIDIA chip count by year-end. The facility reportedly already uses 110,000 GB200 and 440,000 GB300 GPUs, reinforcing expectations for large hyperscaler and AI-lab orders. xAI Colossus 2 chip deployment article Positive Sentiment: Industry commentary indicates NVIDIA GPU demand is so strong that even poorly built cloud infrastructure can attract customers at healthy margins. This supports the view that AI compute demand still exceeds available supply. NVIDIA GPU demand article Positive Sentiment: RMX Industries placed an order for NVIDIA H200 GPU systems through Technologent, providing another example of demand for NVIDIA’s data-center products. Super Micro’s shipment of Vera Rubin NVL72 racks also signals that next-generation systems are reaching customers. RMX H200 purchase order article Positive Sentiment: Analysts continue to favor NVIDIA over competing AI-chip names such as Micron and Marvell, citing broader AI exposure, stronger margins and higher returns on equity. Bullish coverage also points to a potential Vera Rubin volume ramp and substantial cloud infrastructure backlogs. Micron versus NVIDIA analysis Neutral Sentiment: Extended U.S.-China trade discussions may eventually improve NVIDIA’s China opportunity, but export restrictions remain unresolved. The stock is also testing important technical levels after a strong recent advance. NVIDIA technical and China outlook article Negative Sentiment: EVP Timothy Teter sold approximately $6.8 million of NVIDIA shares under a pre-arranged Rule 10b5-1 plan. The sale was only about 1.1% of his holdings and does not indicate a fundamental change, but it may weigh on sentiment alongside broader reports of insider profit-taking. NVIDIA insider sale article Negative Sentiment: Higher memory costs are expected to pressure NVIDIA’s gross margins, while rising Treasury yields could compress the valuation of high-growth technology stocks. Investors are therefore balancing exceptional AI demand against increasing supply-chain costs and macroeconomic risk. NVIDIA Trading Up 0.2% Shares of NVIDIA stock opened at $225.07 on Friday. NVIDIA Corporation has a fifty-two week low of $164.27 and a fifty-two week high of $236.54. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The company has a market capitalization of $5.42 trillion, a P/E ratio of 28.45, a P/E/G ratio of 1.73 and a beta of 2.22. The company has a fifty day moving average of $216.52 and a 200 day moving average of $205.86.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. During the same period in the previous year, the business earned $1.05 earnings per share. The business’s revenue was up 105.9% on a year-over-year basis. On average, sell-side analysts anticipate that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

Insider Buying and Selling In other news, CFO Colette Kress sold 34,918 shares of NVIDIA stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. This trade represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy S. Teter sold 30,460 shares of the business’s stock in a transaction on Monday, September 21st. The stock was sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the transaction, the executive vice president directly owned 2,687,660 shares in the company, valued at $598,810,648. This trade represents a 1.12% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,766,118 shares of company stock valued at $399,450,353. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

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Nvidia (NVDA +0.22%) might be gearing up to write Anthropic a second $10 billion check.

The chipmaker's in talks to be an anchor investor in Anthropic's planned initial public offering (IPO), Reuters said this month, a deal that could deepen its ties to a major customer. A source put Nvidia's possible investment at up to $10 billion.

The artificial intelligence (AI) company behind the Claude models is reportedly looking to raise as much as $100 billion in a listing that might value it at roughly $2 trillion. Reuters has since said that the IPO may slip past the U.S. midterm elections in November. Of course, the plans might still change, and neither company has confirmed the talks.

What would Nvidia get for the money?

Image source: Nvidia.

Two $10 billion checksThe first check was directly tied to Nvidia's hardware. In November 2025, Nvidia said it would invest up to $10 billion in Anthropic, along with up to $5 billion from Microsoft. Anthropic, in turn, committed to buy $30 billion in Azure computing capacity. And its first deal with Nvidia covered up to 1 gigawatt of compute on Nvidia's Grace Blackwell and Vera Rubin systems.

Later, in March, CEO Jensen Huang said the $10 billion Anthropic investment would probably be Nvidia's last in the company. His reason for a similar call on OpenAI was that it was "going to go public."

The check would buy a sliver of AnthropicAt a $2 trillion valuation, $10 billion is around half of 1% of the company. That's a big chunk of the offering (a tenth of a $100 billion raise), but a small slice of the business.

Nvidia's done this before. It was one of 10 cornerstone investors in chip designer Arm Holdings' 2023 IPO. Together, the group indicated interest in buying up to $735 million in stock at the IPO price and on the same terms as other buyers.

If Anthropic's deal works like that, Nvidia's cash would buy the same stock, at the same price, as everybody else. The main bonus, I think, is the signal. An early pledge from a backer this big might reassure other buyers.

But the reported talks don't involve anything like 2025's hardware commitment, at least so far. And Anthropic has been spreading its compute dollars around. It's lined up as much as 5 gigawatts of new capacity from Amazon, and 5 gigawatts of capacity based on tensor processing units (TPUs) from Alphabet's Google. It's also building a team to design its own chips, while saying it'll still use several suppliers' hardware, Nvidia's included.

Anthropic said money from its latest funding round would partly go toward expanding compute to meet demand for Claude. Money from an IPO might go the same way, and some could come back to Nvidia through the Nvidia-based computing capacity Anthropic pays for.

So I think Nvidia would be buying its own demand -- and paying to stay close to a customer that's buying from rivals, too.

Nvidia keeps buying stakesFor Nvidia, $10 billion is a small sum. Over the three months ended July 26 (its fiscal 2027 second quarter), it earned $59.7 billion, more than twice its year-ago profit. And revenue growth accelerated to 106% year over year, up from the previous quarter's 85% rate.

Checks like this are adding up even faster. Nvidia carried its stakes in private companies on its books at $47.9 billion as of July 26. That compares to $22.3 billion in late January, when its fiscal year started, and just $3.8 billion a year earlier. Including public holdings, the company's equity investments came to $99 billion as of July 26, with another $25 billion committed.

In other words, its private stakes rose over twelvefold in a year when quarterly revenue about doubled.

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So Nvidia's investment gains and its sales now depend on the same thing: AI spending. If that spending cooled, Nvidia could face smaller orders and markdowns on its stakes at the same time.

In the end, I don't think a $10 billion check changes much about Nvidia by itself. It's around a sixth of a quarter's profit, and keeping a major customer close is arguably money well spent.

At about $225 as I write, shares cost about 14 times expected earnings for fiscal 2028 -- a fair price for a company growing so fast, in my view.

I'd just watch how big that investment portfolio gets.

One of the more curious semiconductor stocks so far in 2026 is Nvidia (NVDA +0.22%). As of this writing (Sept. 25), shares are up about 20% on the year. On the surface, this looks respectable considering Nvidia is handily outperforming both the S&P 500 and the Nasdaq Composite.

However, these gains look modest when compared to the monster years that have defined the artificial intelligence (AI) revolution. In 2023, Nvidia stock more than tripled. In 2024, it nearly doubled again. Even last year, Nvidia delivered nearly a 40% gain. The slowdown has investors asking an obvious question: Is the party winding down?

A mix of worries is at play here. For starters, some investors are susceptible to AI fatigue -- the sense that the first wave of hype is already priced in. Meanwhile, others are torn on whether the big cloud companies can continue spending on capital expenditures (capex) at their current pace without choking their balance sheets. Finally, there is real competition emerging from Advanced Micro Devices and Broadcom. But these factors aren't fatal to Nvidia's future.

Image source: Getty Images.

Wall Street analysts currently forecast $15.68 in earnings per share (EPS) for Nvidia in fiscal 2028. At today's price of roughly $225, that works out to a forward price-to-earnings (P/E) ratio of roughly 14.3. This is the lowest forward P/E Nvidia stock has carried on a multiyear estimate in 10 years.

The last time Nvidia's multiple compressed this dramatically, history was generous. Between late 2018 and early 2019, Nvidia's graphics processing units (GPUs) were primarily used for crypto mining and gaming. Both of those markets cooled off, and the stock de-rated in the low-20s range on a forward earnings basis. But after 2022, the generative AI explosion became a new catalyst for Nvidia's data center business, sending shares up more than tenfold in just three years.

When growth reaccelerates from a low starting point, valuation multiples can expand while earnings compound. This is precisely what happened with Nvidia. Even a move from 15 times earnings to 25 times on the same $15.68 EPS estimate implies a stock price near $390 before any further earnings growth. That is the setup smart investors should be looking for.

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Nvidia looks poised for a breakout The main reason Nvidia's valuation has room to expand is that the company is no longer a pure-play GPU shop. Nvidia is quietly layering new businesses on top of its core data center franchise.

For starters, the new Vera Rubin CPU is already in production and designed specifically for AI agents. Management told investors that early adopters of the platform include every major hyperscaler. On the software side, the company's $12.9 billion acquisition of Hugging Face gives it a leading open-source hub that keeps Nvidia at the center of how models get discovered and deployed.

Strategic stakes and partnerships with Marvell Technology, Coherent, and Nokia are giving Nvidia access to the technology that will support the next wave of AI traffic, including AI-RAN for 6G and custom silicon in its server racks.

Meanwhile, Nvidia is also pushing hard into three longer-cycle markets. In space exploration, its Jetson modules are already in lunar orbit with Firefly Aerospace, and SpaceX plans to launch Vera Rubin systems into orbit next year. In physical AI, Nvidia's full stack -- Omniverse, Cosmos, Isaac, and Jetson -- is being deployed by Amazon for warehouse robots. Another emerging opportunity on this front is autonomous vehicles, including the integration of Nvidia's Hyperion and DRIVE suite with robotaxis.

None of these developments contribute meaningful revenue to Nvidia right now. Each represents an incremental tailwind that sits on top of the company's data center business, which is still growing at 117% year over year. That combination is exactly what lets a compressed multiple rerate higher.

Where could Nvidia stock trade by 2030? Given the trends below, I think it's reasonable to forecast EPS of at least $26 by fiscal 2030. If Nvidia's forward P/E simply expands from 15 back to 22, the stock would reach about $572. That is a 154% gain from today's price point, turning $1,000 into $2,540.

NVDA EPS Estimates for Current Fiscal Year data by YCharts

I do not think these are heroic assumptions. It is similar to the recoveries that followed prior cycles when Nvidia fell into a valuation trough. In my eyes, Nvidia looks like a growth stock trading more like a value opportunity. Against this backdrop, I see Nvidia as an obvious choice to buy and hold as the AI infrastructure era pushes on.

Up Capital Management Inc. grew its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 148,587 shares of the computer hardware maker’s stock after buying an additional 3,752 shares during the quarter. NVIDIA accounts for about 23.0% of Up Capital Management Inc.’s portfolio, making the stock its largest holding. Up Capital Management Inc.’s holdings in NVIDIA were worth $29,731,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of the stock. LightSquare Wealth Management LLC boosted its holdings in NVIDIA by 0.3% during the second quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker’s stock worth $3,741,000 after buying an additional 49 shares in the last quarter. Defender Capital LLC. increased its stake in shares of NVIDIA by 0.7% in the 2nd quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after purchasing an additional 50 shares in the last quarter. Kooman & Associates raised its holdings in NVIDIA by 0.6% in the 2nd quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock worth $1,694,000 after purchasing an additional 50 shares during the period. Roof Eidam Maycock Peralta LLC boosted its position in NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock worth $3,767,000 after purchasing an additional 50 shares in the last quarter. Finally, Persium Advisors LLC grew its holdings in NVIDIA by 3.5% in the second quarter. Persium Advisors LLC now owns 1,466 shares of the computer hardware maker’s stock valued at $293,000 after purchasing an additional 50 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Up 0.2% Shares of NASDAQ:NVDA opened at $225.07 on Friday. The company has a market capitalization of $5.42 trillion, a price-to-earnings ratio of 28.45, a PEG ratio of 1.73 and a beta of 2.22. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $236.54. The business has a 50-day moving average price of $216.52 and a 200 day moving average price of $205.86. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. NVIDIA’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.05 earnings per share. Sell-side analysts expect that NVIDIA Corporation will post 9.25 EPS for the current year. NVIDIA Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA’s dividend payout ratio is currently 12.64%.

Insider Buying and Selling In other NVIDIA news, CFO Colette Kress sold 34,918 shares of the business’s stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares of the company’s stock, valued at $167,595,812.15. The trade was a 4.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy Teter sold 30,460 shares of the company’s stock in a transaction on Monday, September 21st. The stock was sold at an average price of $222.80, for a total value of $6,786,488.00. Following the transaction, the executive vice president owned 2,687,660 shares in the company, valued at $598,810,648. This trade represents a 1.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,766,118 shares of company stock valued at $399,450,353. Company insiders own 3.94% of the company’s stock.

Wall Street Analysts Forecast Growth A number of analysts have recently commented on the company. Wedbush boosted their price objective on NVIDIA from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, August 27th. Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Monday, September 21st. Needham & Company LLC reaffirmed a “buy” rating and issued a $300.00 price target on shares of NVIDIA in a research note on Friday, September 4th. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a report on Wednesday, August 26th. Finally, Piper Sandler initiated coverage on NVIDIA in a research note on Wednesday, September 9th. They set an “overweight” rating and a $300.00 price objective for the company. Four research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $324.14.

Read Our Latest Research Report on NVDA

Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Elon Musk said xAI’s Colossus 2 data center could more than double its NVIDIA chip count by year-end. The facility reportedly already uses 110,000 GB200 and 440,000 GB300 GPUs, reinforcing expectations for large hyperscaler and AI-lab orders. xAI Colossus 2 chip deployment article Positive Sentiment: Industry commentary indicates NVIDIA GPU demand is so strong that even poorly built cloud infrastructure can attract customers at healthy margins. This supports the view that AI compute demand still exceeds available supply. NVIDIA GPU demand article Positive Sentiment: RMX Industries placed an order for NVIDIA H200 GPU systems through Technologent, providing another example of demand for NVIDIA’s data-center products. Super Micro’s shipment of Vera Rubin NVL72 racks also signals that next-generation systems are reaching customers. RMX H200 purchase order article Positive Sentiment: Analysts continue to favor NVIDIA over competing AI-chip names such as Micron and Marvell, citing broader AI exposure, stronger margins and higher returns on equity. Bullish coverage also points to a potential Vera Rubin volume ramp and substantial cloud infrastructure backlogs. Micron versus NVIDIA analysis Neutral Sentiment: Extended U.S.-China trade discussions may eventually improve NVIDIA’s China opportunity, but export restrictions remain unresolved. The stock is also testing important technical levels after a strong recent advance. NVIDIA technical and China outlook article Negative Sentiment: EVP Timothy Teter sold approximately $6.8 million of NVIDIA shares under a pre-arranged Rule 10b5-1 plan. The sale was only about 1.1% of his holdings and does not indicate a fundamental change, but it may weigh on sentiment alongside broader reports of insider profit-taking. NVIDIA insider sale article Negative Sentiment: Higher memory costs are expected to pressure NVIDIA’s gross margins, while rising Treasury yields could compress the valuation of high-growth technology stocks. Investors are therefore balancing exceptional AI demand against increasing supply-chain costs and macroeconomic risk. NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

Featured Articles Five stocks we like better than NVIDIA Costco Ends Its Fiscal Year on a High Note, Eyes Big Expansion Cracker Barrel Stock Is Rallying Again, But the Turnaround Still Has a Traffic Problem Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oil May Be Stronger Than It Looks—And Diamondback Is on Sale Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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Stocks that offer exposure to both the quantum computing and artificial intelligence (AI) themes may not be common, but there are a handful of companies that have their hands in both of those developing technologies. One of them is Nvidia (NVDA +0.22%), and it may be the most intriguing investment option of the bunch.

Image source: The Motley Fool.

Nvidia isn't pursuing a quantum computing unit Nvidia has told investors that it isn't working on its own quantum computing unit. Instead, it's choosing to focus its resources on traditional computing, even as it recognizes that quantum computing is likely to become a significant part of the future. The tech giant is convinced that most useful quantum computing will happen in hybrid environments, with quantum computers handling the highly specific processing tasks that only they can accomplish, supported by traditional computer servers doing the rest.

So instead of spending billions of dollars trying to develop a quantum processor, it is letting others do that work.

To support them, Nvidia has launched several products. The most important is its NVQLink, which allows many different types of quantum computers to be plugged into accelerated computing networks powered by its GPUs. This gives quantum computer developers the ability to seamlessly integrate their hardware with computing networks already operating worldwide.

Nvidia has also done other useful tasks for the industry, such as adapting its nearly ubiquitous CUDA software platform to work with quantum computing systems, denoting the new software as CUDA-Q. And its Ising model speeds up the calibration of quantum processors, and performs "quantum error-correction decoding that is up to 2.5x faster and 3x more accurate than traditional approaches," per the company.

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Such products will secure Nvidia's spot as a key partner to players in the quantum computing realm as the technology inches closer to relevance.

Furthermore, Nvidia is clearly one of the best companies in the AI space to invest in. Management estimates that its revenue will grow by 70% in its upcoming fiscal year. It also trades at an attractive 24.4 times forward earnings.

Nvidia is an excellent investment option to take advantage of the massive levels of AI infrastructure spending happening right now, but it also gives you exposure to the upside potential of viable quantum computing, assuming that the technology arrives as its proponents hope it will.

Nvidia (NVDA +0.22%), the world's most valuable company, is worth around $5.45 trillion as of this writing. The next big round number is $7 trillion. And the gap between them is larger than it sounds: roughly $1.55 trillion, or nearly the full market value of Broadcom (AVGO +0.70%), the $1.69 trillion chip and infrastructure software business.

What would have to be true of Nvidia's revenue, its margins, and its price-to-earnings multiple for the company to add almost a whole Broadcom to its value? And how long could it take?

Image source: Getty Images.

The climb itself looks normalAfter all, fewer than 10 other companies in the world are worth more than the gap itself. At Nvidia's size, even a modest-sounding percentage gain today matches an entire giant company.

Step back, though, and the climb looks smaller than the dollars suggest. From around $225 as I write this, a $7 trillion market cap comes out to around $290 a share -- a rise of around 28%.

For context, shares have climbed 37% from their 52-week low, and they now trade within around 5% of their 52-week high. I'd say nothing about a 28% move is unusual for this stock.

Growth already on paperNvidia's latest results make the growth requirement seem nearly routine. Revenue in the fiscal 2027 second quarter (the period ended July 26, 2026) came to $96.2 billion, up 106% over a year earlier. This pace was even faster than the fiscal first quarter's 85% year-over-year growth. The data center business made up $89 billion of the total. And net income, at $59.7 billion, rose 126% year over year.

"Now, compute is revenue," said CEO Jensen Huang in the company's second-quarter earnings release.

The forecasts go far past the quarter. Guidance for the fiscal third quarter is $108 billion in revenue, around 12% above fiscal Q2. And on the company's late-August earnings call, CFO Colette Kress said Nvidia expects revenue to rise roughly 70% in fiscal 2028, the year ending in January 2028. She called it "a supply-constrained outlook." Put another way, the limit is manufacturing capacity, not customer demand.

Analysts' consensus already has fiscal 2027 revenue coming in around $412 billion. Grow that by roughly 70%, and fiscal 2028 lands somewhere around $700 billion.

Margins might not change the picture much, either. On the call, Kress said gross margins should bottom between 71% and 72% in the fiscal fourth quarter and then settle at 72% to 73% in fiscal 2028 as price hikes kick in. That'd be a drop from the fiscal second quarter's 75%, though a small one.

When might it happen?Nvidia's stock costs around 14 times forward earnings today, using analysts' fiscal 2028 estimates. At $290 per share, that forward price-to-earnings multiple would sit closer to 18 -- around what Broadcom gets today on the same basis.

Fiscal 2028 ends in January 2028, roughly 16 months from now. If Nvidia delivers the year it has forecast, and the market prices those earnings the way it prices Broadcom's today, $7 trillion arrives somewhere on that timeline.

The stock could also get there without any increase in its price-to-earnings multiple. Hold that multiple of expected earnings flat, and shares hit $290 when expectations for fiscal 2029 are around 28% over fiscal 2028's. Next to this fiscal year's expected 90% revenue growth and next year's forecast 70%, that would arguably be a low bar. But nothing about fiscal 2029 is guided yet. And estimates that far out can change a lot.

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Of course, the valuation multiple is also the half Nvidia doesn't control. Shares have risen roughly 21% in 2026 as of this writing, a year when quarterly profit more than doubled. That mismatch is the price-to-earnings multiple shrinking, quarter by quarter.

If the shrinking continues at anything like this year's pace, no forecast growth rate could take the stock to $7 trillion on this timeline.

In the end, what separates this milestone from past ones is that the growth to support it is already forecast. Reaching $7 trillion doesn't need a reacceleration or a richer valuation than Broadcom gets today.

I think the earnings will show up more or less as forecast. What the market chooses to pay for them is another question.

Nvidia (NVDA -0.28%) has become one of the biggest names in the artificial intelligence (AI) boom, but what matters now is what comes next. Five years is a long time in tech, and Nvidia still has huge plans in its pipeline, spanning AI infrastructure, robotics, and more. So, where could Nvidia be in five years' time?

Image source: Getty Images.

Nvidia's new chip platform is built for AI agents At GTC 2026, Nvidia unveiled Vera Rubin, a full-stack platform that combines graphics processing units (GPUs), central processing units (CPUs), networking, storage, and software into a single AI platform. That matters because AI infrastructure is becoming more complex.

Training a frontier model isn't just about buying GPUs. Companies also need networking, storage, and systems to tie everything together. So, Nvidia is selling more of the entire stack rather than individual GPUs.

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Nvidia says Vera Rubin systems are ramping up to full production and are designed for the next phase of AI -- sophisticated AI agents that can reason, use tools, and carry out tasks. Agents run 24-7 and therefore often require far more compute power to run than a single request.

The company also added that the Vera Rubin platform can deliver higher throughput than the previous-generation Grace Blackwell platform while reducing inference costs. That's important because AI's next phase could look very different from chat-based AI apps like ChatGPT.

As AI agents become more widely used across software, businesses, and even physical systems, the amount of compute needed for inference could grow dramatically. Meanwhile, Nvidia is still supplying the infrastructure behind it.

Nvidia deepens its push into AI infrastructure Another important trend is Nvidia's push into complete AI infrastructure. The company is helping customers design entire AI factories rather than simply selling individual chips. Its DSX platform helps customers design, simulate, and operate these facilities, while Nvidia collaborates with data center, power, and infrastructure companies worldwide.

That could make Nvidia even more embedded in the physical infrastructure behind AI. Recent developments show just how massive this push has become.

For example, Nvidia recently announced an Australian AI infrastructure initiative involving multiple data center and infrastructure partners, with plans for up to a two-gigawatt build-out by 2027. The company has also partnered with Palantir to deploy sovereign AI across important supply chains, starting with Nvidia's own operations.

Data centers and infrastructure partnerships are only part of the picture. Nvidia is also finding new ways to put its computing power to work beyond the traditional data center.

Nvidia expands into robotics and space computing Nvidia could look very different in five years if it successfully pushes beyond conventional cloud infrastructure. The company has been pushing its technology into robotics, autonomous machines, and industrial simulations. On top of that, it introduced platforms for space computing, targeting applications like orbital data centers, geospatial intelligence, and even autonomous operations in space.

Still, that doesn't mean space will suddenly become a major part of Nvidia's revenue. Instead, the bigger takeaway is that Nvidia increasingly sees accelerated computing as a technology that can be deployed almost anywhere, even outside the planet.

That same idea applies to robotics and autonomous machines: collect data, process it, and run AI models that make decisions in real time.

Once these trends reach scale, Nvidia has another enormous market ahead of it.

What Nvidia's next five years could look like Nvidia's next five years could be about much more than selling the world's fastest chips. The company is building an entire ecosystem around AI, spanning complete AI systems and software, robotics, and next-generation data centers.

If that strategy works, Nvidia could open up far more markets for its products. That's the real shift: The company isn't just powering the AI boom, it's shaping the industry's future. That's why Nvidia could be an even bigger force in the AI economy by 2031.

In this video, I will cover Nvidia (NVDA +0.16%), Amazon, and Meta as long-term buys, and touch on AMD and the early success of Meta's Muse product. Watch the short video to learn more, consider subscribing, and click the special offer link below.

*Stock prices used were from the trading day of Sep. 21, 2026. The video was published on Sep. 22, 2026.

Neil Rozenbaum has positions in Amazon and Meta Platforms. The Motley Fool has positions in and recommends Amazon, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

A $15,000 bet split across three Nasdaq giants could look very different by 2030 depending on which of them ends up dragging the whole portfolio down.

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Splitting $15,000 evenly across three Nasdaq-listed technology heavyweights (NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), AMD (NASDAQ:AMD), and Apple (NASDAQ:AAPL)) puts $5,000 into each name at current prices of $224.92, $614, and $336.73.

Because 2030 sits between the engine’s modeled 1-year and 5-year horizons, the concrete numbers below are anchored to the 5-year projection (with 2030 checkpoints shown as illustrative waypoints along that path).

Headline Answer: Base Case Comfortably Clears $30,000 Using the 5-year base-case projections for all three stocks, the $15,000 stake would be worth roughly $45,354 at horizon, comprising $32,974 from NVIDIA, $4,082 from AMD, and $8,299 from Apple.

The bull case lifts the portfolio to about $46,851, while the bear case falls to $23,256. All three models carry a 0.9 confidence rating.

NVIDIA: The Compute Engine Behind the $30,000 Target NVIDIA’s 5-year model anchors to a base-case final price of $1,513.43, with a bull case at $1,423.47 and a bear case at $666.43. Illustrative 2030 checkpoints show the base path near $1,369.07 by year-end.

The bullish thrust ties to CFO Colette Kress guiding NVIDIA to “grow revenue by approximately 70% in fiscal 2028” and hyperscaler capex projected to reach $1.3 trillion in 2027. Analyst sentiment is 95% bullish.

Scenario 5-Year Target Total Return Ending Value of $5,000 Bull $1,423.47 520.28% $31,014 Base $1,513.43 559.48% $32,974 Bear $666.43 190.4% $14,520 AMD: A More Muted Five-Year Model Despite a Strong Story AMD is the tempering leg of this portfolio. The stock has risen 284.25% over the past year and just crossed the $1 trillion market cap threshold, which pushes the current price ahead of the model’s base target.

On the 5-year horizon, the base case sits at $495.61, below today’s level. CEO Lisa Su still frames the runway aggressively, projecting the data center AI accelerator market to grow “more than 45% annually to approximately $1.4 trillion by 2030”, but the model’s hold recommendation reflects a stretched implied P/E of 105.

Scenario 5-Year Target Total Return Ending Value of $5,000 Bull $716.80 18.06% $5,903 Base $495.61 -18.37% $4,082 Bear $357.96 -41.04% $2,948 Apple: Steady Compounder With Siri AI as the Wild Card Apple’s model calibrates to a 5-year base price of $563.90, with an illustrative 2030 year-end waypoint of $542.54.

The near-term catalyst is the redesigned Siri AI, which CEO Tim Cook called “profoundly capable, deeply personal, and integrated seamlessly across our platforms”.

Services set a June-quarter record at $30.7 billion, and paid subscriptions surpassed 1.5 billion. The 2027 fiscal-year consensus revenue estimate is $527,971,929,389. Recommendation is buy.

Scenario 5-Year Target Total Return Ending Value of $5,000 Bull $675.00 98.68% $9,934 Base $563.90 65.98% $8,299 Bear $393.27 15.75% $5,787.50 Why the Base Case Could Bend Either Way Three drivers matter most. First, hyperscaler AI capex. OpenAI alone has committed to NVIDIA infrastructure representing approximately 12 gigawatts of NVIDIA compute through 2030 (we profiled seven companies quietly powering that buildout, from electricity to cooling, in a free AI infrastructure report).

Second, competitive share. Anthropic plans to deploy up to 2GW MI450 capacity through AMD’s Helios platform.

Third, on-device AI. Apple’s hybrid compute strategy positions its silicon to monetize Siri AI both directly and through iCloud+ upgrades.

Risks That Could Sink the Projection The bear cases reflect real risks. NVIDIA’s supply chain is “challenged”, memory pricing is running hot, and the company reported no China data center compute revenue in its forward outlook.

AMD faces US export controls and its gaming segment fell 31% year over year.

Apple flagged Q3 supply constraints across iPhone, Mac, and iPad tied to advanced-node components. A broader AI capex slowdown, a recession, or heightened chip-tariff friction could compress every scenario. This is a projection, not investment advice.

Bottom Line on the $15,000 Question Across scenarios, a $15,000 stake split evenly among NVIDIA, AMD, and Apple projects to a 5-year value between roughly $23,256 (bear) and $46,851 (bull), with a base case near $45,354.

The doubling implied by the headline is inside the modeled base and bull ranges, driven overwhelmingly by NVIDIA’s 5-year trajectory. These are scenario outputs.

Contact [email protected] for any questions or corrections.

Nvidia sits at the heart of a $2 trillion cloud backlog, and a simple monthly contribution strategy could turn that tailwind into a dramatically different number by 2030. The spread between the best and worst case scenarios tells a very…

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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of the AI infrastructure buildout, and putting $500 a month into it starting now would ride four more years of that story. The stock trades at $224.64 as of September 23, 2026, up 20.73% year to date and 22.64% over the past year.

The engine’s nearest modeled horizon is the five-year target dated September 22, 2031, so any 2030 figure here is anchored to the modeled path and labeled illustrative.

Base Case Answer for a $500 Monthly Stake Under the base case, a recurring $500 per month from now through September 2030 would total $24,000 in contributions. On the modeled base-case path, that stake could grow to roughly $63,208.56, a total return of about 163.37% on cash invested.

The per-share anchor behind that figure is a base-case modeled price of $1,293.91 at September 22, 2030, drawn from the same five-year model that carries a 0.9 confidence rating and a buy signal.

Scenario Table: What $500 a Month Could Become by 2030 The table below uses the illustrative 2030 anchor point (2030-09-22) from the modeled five-year path. Total return is measured against the $24,000 of cumulative contributions.

Scenario 2030 Target Price Total Return on $500/mo Ending Value of $24,000 Invested Base $1,293.91 163.37% $63,208.56 Bull $1,219.85 153.85% $60,923.14 Bear $600.93 66.46% $39,950.26 For context on the same model’s longer horizon, the five-year endpoints at September 22, 2031 land at $666.43 bear, $1,513.43 base, and $1,423.47 bull, with annualized returns of 23.77%, 45.83%, and 44.05% respectively.

Analyst consensus points to a shorter-horizon target of $327.70, with 9 strong-buy, 48 buy, 2 hold, and 1 sell ratings on file.

Why the Model Sees Room to Run The base-case math sits on top of an earnings ramp that analysts keep revising upward. Consensus EPS for fiscal 2028 has moved from $12.6737 ninety days ago to $15.6826, with 42 upward revisions and zero downward revisions in the trailing 30 days. Fiscal 2028 revenue consensus now sits at $682.7 billion.

Management framed the demand picture in blunt terms on the Q2 FY2027 call. CFO Colette Kress said NVIDIA expects “to grow revenue by approximately 70% in fiscal 2028” and called it “a supply-constrained outlook.”

Cloud industry backlog was pegged at greater than $2 trillion, and top-five hyperscaler capex is forecast to reach $1.3 trillion in 2027 (all of that spending has to be powered, cooled, and networked by somebody, which is the whole point of our free report on seven AI infrastructure suppliers that aren’t chipmakers).

The Vera Rubin platform, which CEO Jensen Huang said was “built to power exactly this moment,” is expected to deliver $40 billion per gigawatt in AI factory revenue opportunity, up from $25 billion for Blackwell.

Q2 FY2027 itself set the tone: revenue of $96.22 billion (up 105.8% year over year), Data Center revenue of $89.02 billion, and non-GAAP EPS of $2.22. Guidance for Q3 called for revenue of $108.0 billion plus or minus 2%.

Risks That Could Sink the Projection The bear column reflects tangible risks. Kress told investors that “given ongoing geopolitical uncertainty, there is no China data center compute revenue in our forward outlook,” and China H20 shipments were less than 1% of Data Center revenue in Q2.

Memory pricing is another squeeze: gross margins are expected to bottom in Q4 in the 71% to 72% range before settling at 72% to 73% in fiscal 2028.

NVIDIA has also committed to $279 billion in supply obligations and $108.5 billion in guarantee obligations to cloud and data-center partners.

If AI capex softens, or if customer-built silicon (Amazon (NASDAQ:AMZN) Trainium, for example) pulls share, the compounding math flips fast. Beta of 2.217 means any correction hits harder than the market.

Bottom Line for a $500 Monthly Stake by 2030 Contributing $500 a month from now through 2030 puts $24,000 of cash to work. The modeled outcomes place the ending value between roughly $39,950.26 in the bear case and $63,208.56 in the base case, with the bull path close behind at $60,923.14.

Every figure here is a scenario tied to modeled prices at September 22, 2030, not a guarantee. This is a projection, not investment advice, and NVIDIA’s actual four-year path will hinge on AI compute demand, supply constraints, and margin discipline.

Contact [email protected] for any questions or corrections.

Key Takeaways The 200-day moving average is one of the popular indicators used among investors. It reflects a level in which risk-reward is tilted in a buyer's favor for stocks in longer-term uptrends. Using the indicator for companies with solid fundamental footing can provide attractive entry points. The 200-day moving average is a closely watched level among investors and one of the most widely used indicators that can reveal attractive opportunities.

With algorithms, massive institutional funds, and retail traders all tracking this exact indicator, it often acts as a 'self-fulfilling prophecy’, drawing all sorts of buyers into stocks in longer-term uptrends.

That said, it isn’t an explicit buy signal when a stock reaches the 200-day moving average. Instead, it’s more helpful to see the level as an area where risk-reward is tilted more in a buyer's favor for stocks in longer-term uptrends, helping investors avoid buying overly stretched stocks.

Stocks in longer-term uptrends will always need time to breathe at some point as sellers lock in gains, and as long as a company’s fundamental footing remains unchanged, the level reflects an attractive opportunity for those who have remained patient.

Alphabet, Apple, NVIDIA ExamplesAlphabet (GOOGL - Free Report) shares have touched or nearly touched the 200-day moving average several times in 2026, with each instance reflecting a solid entry point for those looking to get in. Buying near this level would’ve offered limited downside relative to buying near its highs, with recent action showing buyers stepping up.

Image Source: Zacks Investment Research

Alphabet is also showing clear momentum in its Cloud business, giving buyers a solid reason to step in. Alphabet posted 24% YoY revenue growth in its latest period, with its strong Cloud results reflecting the major highlight.

Apple shares have similarly touched or come near the 200-day moving average several times throughout 2026, with each instance reflective of a strong risk-reward opportunity for investors looking to buy shares. Apple is also experiencing strong momentum, reporting double-digit revenue growth across iPhone, Mac, and Services in its latest quarter. Its installed base of active devices also reached an all-time high across its major product categories. 

Image Source: Zacks Investment Research

Like those above, NVIDIA has traded near its 200-day moving average several times throughout 2026, generally finding strength each time. That said, NVIDIA shares didn’t immediately bounce after reaching that level in March, but the downside was still nicely limited as it took a few days to regain momentum. We’re all familiar with NVIDIA’s rock-solid fundamental standing, reflecting one of the strongest growth stories in decades as it benefits from the AI frenzy.  

Image Source: Zacks Investment Research

Putting Everything Together

While the examples of Alphabet (GOOGL - Free Report) , Apple (AAPL - Free Report) , and NVIDIA (NVDA - Free Report) all show that the 200-day moving average has been a strong line in the sand throughout 2026, it’s critical to remember the overall business momentum that each is experiencing, providing the underlying reason why buyers have been so willing to step up at these levels.

A company with deteriorating business trends is unlikely to see as much strength near the level, as the setup must remain favorable from a fundamental standpoint. Investors can use the 200-day moving average to their advantage by viewing it as an area where risk-reward is more skewed in their favor, helping reduce the pain of buying on momentum and experiencing losses as shares take a breather before resuming a longer-term uptrend.    

Humanoid robots are starting to look less like science fiction and more like our future co-workers. I'm guilty of having thought that the general-purpose robot trend would come and go, but it's now seemingly here to stay, leaving investors with the task of trying to figure out which companies will benefit the most and putting their money to work accordingly. To me, the bigger question isn't which one is going to build the flashiest humanoid, but which company will supply the toolbox powering the broader robotics industry.

Between Tesla (TSLA -1.04%) and Nvidia (NVDA +0.20%), I think Nvidia has the cleaner robotics opportunity through 2030. Tesla's vision is bold, but its robot story depends on several moving parts. Nvidia's is simpler: It wants to provide the technology that everyone else builds on, and it also wants to provide the chips.

Image source: Getty Images.

Why Nvidia's robotics story is built to compound Nvidia is not betting on one robot. It is trying to supply the brains, tools, and training grounds for many different types of robots across factories, warehouses, hospitals, and labs. At its 2026 GTC conference, Nvidia announced that industrial and humanoid players such as ABB Robotics, Agility, FANUC, Figure, Universal Robots, KUKA, Medtronic, and others are building "production‑scale physical AI" on its technology. The company describes a "full‑stack platform" for robotics that spans computing hardware, open models, simulation frameworks, and software, all meant to help partners develop, train, and deploy intelligent machines faster.

Concretely, Nvidia has been rolling out building blocks that fit together. It introduced Cosmos world models, which generate synthetic environments and scenarios for robots to learn in, and Isaac frameworks such as Isaac Lab that let developers teach robots skills in simulations before they touch the real world. On the hardware side, the Jetson Thor and Jetson T4000 modules are designed as standard robot computers, bringing Nvidia's latest chip architecture into compact systems that can run onboard in robots and other autonomous machines.

The potential payoff here is bigger than any single product launch. If Nvidia succeeds, every robot its partners build could carry Nvidia chips and software, providing it with a consistent stream of revenue as the industry grows. By 2030, that could mean several robotics-related revenue streams, from chips powering robots in factories and warehouses to software, AI models, and ongoing upgrades as those machines take on more jobs.

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Why Tesla's robotics payoff is harder to predict Tesla's own AI and robotics team lays out a clear end goal for its Optimus program: a general‑purpose humanoid robot that can perform unsafe, repetitive, or boring tasks, built on software stacks that handle balance, navigation, perception, and interactions with the physical world. On paper, that is exactly the kind of physical AI vision that investors dream about -- a walking machine that can eventually move through factories, warehouses, and maybe homes.

The company is pursuing Optimus while juggling several other major priorities. It is working to expand and win approval for its self-driving and robotaxi plans, manage a global car and energy business, and build the AI computing infrastructure and factories needed to support all of it.

Tesla describes its goal as deploying autonomy across "vehicles, robots and more," underscoring that Optimus is part of a broader push rather than a stand-alone bet. That ambition is a strength, but it also adds complexity: Demand for Tesla vehicles, pricing decisions, regulatory issues around self-driving, energy projects, and factory execution will all influence how much time, money, and attention the robot program receives.

By 2030, Tesla could turn Optimus into a serious business, and perhaps outcompete Nvidia. It could also end up in a place where its robots are important to the company, but still fighting against cars, robotaxis, and energy storage for capital and attention.

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Why I'd pick Nvidia for the robotics payoff So, when I think about a physical AI stock with more upside potential from robotics by 2030, I lean toward Nvidia. Nvidia is positioning itself as the provider of a shared toolkit for robot makers, with open models, simulation tools, and standard computing modules that its various partners can plug into their own designs.

If the next several years bring a real wave of humanoid robots into factories and logistics, I'd rather own the company supplying the technology and brains behind dozens of different machines than bet on one company trying to make a single humanoid product work.

NVIDIA Today

$223.26 -1.32 (-0.59%)

As of 10:30 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$164.27▼

$236.540.45%

28.29

$324.14

NVIDIA’s NASDAQ: NVDA forecast to double its chip volume next year strengthens an already bullish growth outlook for the company and its stock. Rapid computing expansion, underpinned by sovereigns and enterprises, coupled with product launches, creates an ecosystem flywheel and virtuous cycle that could keep NVIDIA growing at a solid pace well into the future.

For NVIDIA investors, this means the potential for persistent upgrades to revenue and earnings targets, sentiment, and price targets—a bullish cycle for the stock price outlook. As it stands, 55 analysts cover this stock; new coverage is still emerging, and only one Hold rating. Price targets are the operative factor here, with the consensus up more than 50% over the trailing 12 months and forecasting about 45% upside relative to late-September price action. A 50% upside isn’t a triple-digit gain, but it is a step in the right direction and the trend matters. Summer revisions push the high end into the $515 range, representing more than 100% upside from the critical resistance point—and it could still prove to be a low-ball estimate.

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NVIDIA’s Valuation Is Disconnected From AI’s RealityNVIDIA’s latest growth outlook also reinforces the case that it could retain its dominant position in AI. Advanced Micro Devices is a solid up-and-comer, positioned for its own explosive growth cycle, but NVIDIA remains the dominant player, particularly for the most advanced workloads. With this in mind, the valuation gains suggested by the price multiples become clearer.

NVIDIA’s price-to-earnings (P/E) ratio aligns with the S&P 500 average as of late September, but fails to price in the company’s dominance. Trading at about 24x current-year earnings, the market puts no premium on it, and no growth expectation is priced in. Looking forward, the discount deepens to only 10x earnings within two years, and the 10-year forecast suggests this stock trades at pennies on the dollar, about 5x earnings, revealing a structural disconnection with the fundamental outlook.

If NVIDIA continues to fire on all cylinders and grows into or exceeds its earnings forecast, its stock price could rise by several hundred percentage points over the next few years, potentially as much as 500%.

The trigger for this move could come from subsequent earnings reports and continued progress with Vera Rubin. The platform is already in full production, with NVIDIA reporting production shipments beginning in August and purchase orders from every major hyperscaler, AI cloud and system original equipment manufacturer (OEM). That rollout could unlock another wave of data center construction. Many investors get it wrong that all the data centers are being built now; many, including much of Oracle’s NASDAQ: ORCL backlog, are back-ended and waiting on the next-gen performance Vera Rubin promises.

Which Companies Benefit Most From NVIDIA’s Sales Forecast?The companies benefiting most from NVIDIA’s sales explosion include the OEMs that put NVIDIA’s hardware and software into commercialized packages. While one GPU is powerful, AI requires servers, server clusters, rack clusters, and buildings filled with racks to work. Companies deploying NVIDIA technology at scale include Dell Technologies NYSE: DELL, Hewlett Packard Enterprise NYSE: HPE, Super Micro Computer NASDAQ: SMCI, and Cisco Systems NASDAQ: CSCO, all of which reflect strength in their numbers.

NVIDIA Has Risks, But the Market Is Getting Them WrongNVIDIA’s biggest risk is credit-related. It's not that NVIDIA’s credit quality is eroding so much as the amount of future sales it is self-financing. NVIDIA customers could undercut the revenue outlook with capital expenditure (CapEx) reductions, but this is unlikely, given the need for capacity and Wall Street insiders' moves to securitize GPUs. Securitizing GPUs is a bigger move than some give credit for and is likely to unlock additional funding as initial investments begin paying off.

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The offset is slowing the advance of frontier modeling. Slowing AI’s advance removes the industry’s biggest hurdle: cash flow. It also enables monetization of existing AI infrastructure, strengthens balance sheets, and de-risks the outlook for NVIDIA’s future sales.

The market gets it wrong when it assumes that NVIDIA’s periodic growth slowdowns signal deteriorating demand. While supply bottlenecks and product transitions impact quarterly results, underlying demand remains robust, and this is all without the impact of China. Meanwhile, the company is selling its chips within full systems, deepening and widening its moat with vendor lock-in, while advancing AI at all levels of the stack. That enables incredible pricing power, stable margins, and ample cash flow.

Cash flow is critical, as NVIDIA is not only profitable but also self-funding growth, investing in its supply chain, future capacity, and new technology. Equally important, NVIDIA also has capacity for capital return, including dividends and share buybacks, and is on pace to accelerate them over the coming year.

Should You Invest $1,000 in NVIDIA Right Now?Before you consider NVIDIA, you'll want to hear this.

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Midwest Trust Co decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,727,000 shares of the computer hardware maker’s stock after selling 29,012 shares during the quarter. NVIDIA makes up approximately 3.9% of Midwest Trust Co’s holdings, making the stock its 4th largest holding. Midwest Trust Co’s holdings in NVIDIA were worth $345,555,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Sacks & Associates LLC acquired a new stake in shares of NVIDIA in the 2nd quarter valued at $3,147,000. R Squared Ltd boosted its holdings in NVIDIA by 802.8% in the second quarter. R Squared Ltd now owns 18,057 shares of the computer hardware maker’s stock valued at $3,613,000 after acquiring an additional 16,057 shares during the last quarter. Amitell Capital Pte Ltd boosted its holdings in NVIDIA by 1,078.9% in the second quarter. Amitell Capital Pte Ltd now owns 33,727 shares of the computer hardware maker’s stock valued at $6,748,000 after acquiring an additional 30,866 shares during the last quarter. 111 Capital increased its position in NVIDIA by 2.6% in the second quarter. 111 Capital now owns 134,888 shares of the computer hardware maker’s stock worth $26,990,000 after purchasing an additional 3,396 shares during the period. Finally, Rollins Financial Advisors LLC raised its holdings in NVIDIA by 3.5% during the 2nd quarter. Rollins Financial Advisors LLC now owns 43,670 shares of the computer hardware maker’s stock worth $8,738,000 after purchasing an additional 1,497 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth NVDA has been the topic of a number of research reports. Benchmark restated a “buy” rating and set a $335.00 target price on shares of NVIDIA in a research report on Thursday, August 27th. Royal Bank Of Canada boosted their price target on shares of NVIDIA from $300.00 to $330.00 and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Mizuho set a $315.00 price objective on shares of NVIDIA and gave the company an “outperform” rating in a report on Thursday, August 27th. TD Cowen reaffirmed a “buy” rating on shares of NVIDIA in a research note on Tuesday, August 18th. Finally, Citigroup reaffirmed a “buy” rating and set a $315.00 target price (up from $300.00) on shares of NVIDIA in a report on Thursday, August 27th. Four research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus price target of $324.14.

Read Our Latest Stock Analysis on NVIDIA Insider Buying and Selling In other NVIDIA news, Director Mark Stevens sold 622,239 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the sale, the director directly owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Timothy Teter sold 30,460 shares of NVIDIA stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the transaction, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $598,810,648. The trade was a 1.12% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,766,118 shares of company stock valued at $399,450,353. 3.94% of the stock is owned by corporate insiders.

NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: AI demand remains exceptionally strong. Commentary indicates NVIDIA’s management sees a path to roughly 70% revenue growth in fiscal 2028, well above the approximately 45% previously modeled by analysts. This suggests hyperscaler spending and demand for NVIDIA’s accelerated-computing systems may remain robust for longer than expected. NVIDIA demand growth article Positive Sentiment: The Vera Rubin rollout is progressing, with Super Micro Computer reportedly shipping liquid-cooled NVL72 racks for customer deployments. Successful system integration supports NVIDIA’s next-generation sales cycle and reinforces demand for related data-center infrastructure. Vera Rubin shipment article Positive Sentiment: Sanford C. Bernstein reaffirmed its “Buy” rating, while other research coverage continues to favor NVIDIA over competing AI-chip stocks because of its faster growth, stronger margins and broader hardware, networking and software ecosystem. NVIDIA versus Marvell analysis Neutral Sentiment: NVIDIA’s reported agreement to acquire Hugging Face for nearly $13 billion would expand its access to AI models, developers, datasets and distribution. The strategic benefits could be significant, but the deal’s high price relative to Hugging Face’s reported revenue creates execution and valuation risk. Hugging Face acquisition analysis Negative Sentiment: Higher Treasury yields are making expensive technology stocks less attractive and increasing the risk of valuation compression. This macro pressure was the clearest reason for weakness across NVIDIA and other semiconductor shares. Semiconductor stocks and Treasury yields Negative Sentiment: Management expects higher memory costs to pressure gross margins, indicating that pricing power is shifting toward memory and optical-networking suppliers. NVIDIA also faces scrutiny from large insider sales, including an approximately $6.8 million Rule 10b5-1 sale by EVP Timothy Teter, although the transaction was prearranged. NVIDIA insider sale NVIDIA Stock Performance Shares of NVIDIA stock opened at $224.58 on Friday. The company has a market capitalization of $5.41 trillion, a PE ratio of 28.39, a PEG ratio of 1.77 and a beta of 2.22. NVIDIA Corporation has a 12 month low of $164.27 and a 12 month high of $236.54. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The stock’s fifty day simple moving average is $216.08 and its 200 day simple moving average is $205.72.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The firm had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. During the same period in the previous year, the firm earned $1.05 earnings per share. The company’s revenue was up 105.9% on a year-over-year basis. On average, research analysts predict that NVIDIA Corporation will post 9.25 EPS for the current year.

NVIDIA Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be given a $0.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. NVIDIA’s payout ratio is currently 12.64%.

NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

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Montag A & Associates Inc. reduced its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 171,219 shares of the computer hardware maker’s stock after selling 3,671 shares during the quarter. NVIDIA makes up 1.4% of Montag A & Associates Inc.’s investment portfolio, making the stock its 12th biggest holding. Montag A & Associates Inc.’s holdings in NVIDIA were worth $34,259,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Lifetime Wealth Management P.C. acquired a new stake in NVIDIA during the fourth quarter worth approximately $26,000. Longview Financial Advisors Inc. acquired a new position in shares of NVIDIA in the 1st quarter valued at $27,000. Phillip James Consulting Co. acquired a new position in shares of NVIDIA in the 1st quarter valued at $40,000. Frankly Finances LLC purchased a new position in shares of NVIDIA in the 2nd quarter valued at $60,000. Finally, Horrell Capital Management Inc. raised its stake in NVIDIA by 38.1% during the 4th quarter. Horrell Capital Management Inc. now owns 373 shares of the computer hardware maker’s stock worth $70,000 after acquiring an additional 103 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: AI demand remains exceptionally strong. Commentary indicates NVIDIA’s management sees a path to roughly 70% revenue growth in fiscal 2028, well above the approximately 45% previously modeled by analysts. This suggests hyperscaler spending and demand for NVIDIA’s accelerated-computing systems may remain robust for longer than expected. NVIDIA demand growth article Positive Sentiment: The Vera Rubin rollout is progressing, with Super Micro Computer reportedly shipping liquid-cooled NVL72 racks for customer deployments. Successful system integration supports NVIDIA’s next-generation sales cycle and reinforces demand for related data-center infrastructure. Vera Rubin shipment article Positive Sentiment: Sanford C. Bernstein reaffirmed its “Buy” rating, while other research coverage continues to favor NVIDIA over competing AI-chip stocks because of its faster growth, stronger margins and broader hardware, networking and software ecosystem. NVIDIA versus Marvell analysis Neutral Sentiment: NVIDIA’s reported agreement to acquire Hugging Face for nearly $13 billion would expand its access to AI models, developers, datasets and distribution. The strategic benefits could be significant, but the deal’s high price relative to Hugging Face’s reported revenue creates execution and valuation risk. Hugging Face acquisition analysis Negative Sentiment: Higher Treasury yields are making expensive technology stocks less attractive and increasing the risk of valuation compression. This macro pressure was the clearest reason for weakness across NVIDIA and other semiconductor shares. Semiconductor stocks and Treasury yields Negative Sentiment: Management expects higher memory costs to pressure gross margins, indicating that pricing power is shifting toward memory and optical-networking suppliers. NVIDIA also faces scrutiny from large insider sales, including an approximately $6.8 million Rule 10b5-1 sale by EVP Timothy Teter, although the transaction was prearranged. NVIDIA insider sale NVIDIA Stock Down 0.4% NVDA opened at $224.58 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The company has a market cap of $5.41 trillion, a price-to-earnings ratio of 28.39, a PEG ratio of 1.77 and a beta of 2.22. NVIDIA Corporation has a one year low of $164.27 and a one year high of $236.54. The business’s fifty day moving average is $216.08 and its two-hundred day moving average is $205.72. NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business’s revenue for the quarter was up 105.9% on a year-over-year basis. During the same quarter last year, the business posted $1.05 earnings per share. Analysts anticipate that NVIDIA Corporation will post 9.25 EPS for the current fiscal year.

NVIDIA Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s dividend payout ratio is 12.64%.

Insider Buying and Selling at NVIDIA In other news, CFO Colette Kress sold 34,918 shares of the company’s stock in a transaction on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer directly owned 765,103 shares in the company, valued at $167,595,812.15. This represents a 4.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy S. Teter sold 30,460 shares of the stock in a transaction on Monday, September 21st. The shares were sold at an average price of $222.80, for a total value of $6,786,488.00. Following the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $598,810,648. The trade was a 1.12% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,766,118 shares of company stock valued at $399,450,353 over the last quarter. Corporate insiders own 3.94% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages recently issued reports on NVDA. William Blair reissued an “outperform” rating on shares of NVIDIA in a research report on Tuesday, June 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Zacks Research raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Monday. Melius Research set a $420.00 price objective on shares of NVIDIA in a research report on Thursday, August 27th. Finally, JPMorgan Chase & Co. lifted their target price on shares of NVIDIA from $280.00 to $320.00 and gave the company an “overweight” rating in a report on Thursday, August 27th. Four research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $324.14.

Read Our Latest Stock Report on NVIDIA

NVIDIA Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

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