NVDA
Another day, another Nvidia bull
Sanford C. Bernstein just gave Nvidia the kind of review you’d want on your dating profile: a fresh Buy rating. In a market where people love to argue about whether AI is hype or the next industrial revolution, Nvidia is still sitting in the “most people want in” bucket.
The analyst crowd is still pretty cozy
MarketBeat says the broader analyst crowd looks friendly too, with 4 Strong Buy ratings, 48 Buy ratings, and just 2 Holds. The average price target sits at $275.25, which is a fancy way of saying Wall Street still thinks Nvidia has room to run, even after a monster move.
But the insiders are cashing some chips out
There’s a little side plot here: insiders have been net sellers lately. CFO Colette Kress sold 42,650 shares, and insiders have unloaded about 1.15 million shares worth roughly $207 million over the last 90 days. That doesn’t automatically mean trouble — executives sell for lots of reasons, including not wanting all their wealth tied to one ticker — but it’s the kind of detail you don’t ignore.
The big picture
This isn’t a game-changing catalyst on its own. But when Nvidia keeps collecting Buy ratings like it’s the guest of honor at the AI prom, that helps support the stock’s narrative. Big picture: the demand story is still doing the heavy lifting, and Wall Street is clearly not bored yet.