Capital Insight Partners LLC Acquires 7,182 Shares of NVIDIA Corporation $NVDA

Capital Insight Partners LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 98,499 shares of the computer hardware maker's stock after purchasing an additional 7,182 shares during the quarter. NVIDIA makes up about 3.0% of Capital Insight Partners LLC's investment portfolio, making the stock its 4th biggest holding. Capital Insight Partners LLC's holdings in NVIDIA were worth $18,378,000 at the end of the most recent quarter.Broadcom’s Margin Warning Spooked Wall Street—But Cash Flow Could Still WinA number of other hedge funds have also added to or reduced their stakes in NVDA. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA in the second quarter valued at about $28,000. Winnow Wealth LLC acquired a new position in NVIDIA during the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA in the second quarter valued at approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in shares of NVIDIA during the 2nd quarter worth approximately $54,000. Institutional investors own 65.27% of the company's stock. Key Headlines Impacting NVIDIAHere are the key news stories impacting NVIDIA this week: Positive Sentiment: NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals Positive Sentiment: Multiple outlets and TV segments frame the Groq deal as market‑moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near‑term bullish case. Nvidia strikes $20 billion deal with Groq: Here's what you need to know Positive Sentiment: Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. Analyst price target reports Neutral Sentiment: Deal structure is non‑traditional — a non‑exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near‑term regulatory drag but leaves some legal/competitive ambiguity. Nvidia-Groq deal is structured to keep 'fiction of competition alive' Positive Sentiment: Technical/strategic rationale: analysts and deep‑dive pieces argue Groq’s LPU/compiler tech can materially improve real‑time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. Why Nvidia Needs Groq To Win The War Against Google's TPUs Neutral Sentiment: Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near‑term balance‑sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. Nvidia Has A Cash Problem Negative Sentiment: Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep‑tech entrants could pose a meaningful long‑term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low‑latency stacks. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare? Insider Transactions at NVIDIAIs MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?In other news, Director Harvey C. Jones sold 250,000 shares of the business's stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares of the company's stock, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Jen Hsun Huang sold 75,000 shares of the company's stock in a transaction dated Monday, October 20th. The shares were sold at an average price of $183.38, for a total transaction of $13,753,500.00. Following the completion of the transaction, the chief executive officer owned 70,033,203 shares in the company, valued at $12,842,688,766.14. This trade represents a 0.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 2,161,474 shares of company stock valued at $396,157,992. Corporate insiders own 4.17% of the company's stock. Wall Street Analysts Forecast GrowthSeveral equities research analysts have recently commented on NVDA shares. Rosenblatt Securities increased their price objective on NVIDIA from $240.00 to $245.00 and gave the company a "buy" rating in a report on Thursday, November 20th. S&P Equity Research reiterated a "positive" rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Loop Capital lifted their price objective on shares of NVIDIA from $250.00 to $350.00 and gave the company a "buy" rating in a research report on Monday, November 3rd. Tigress Financial restated a "strong-buy" rating and set a $350.00 price objective (up from $280.00) on shares of NVIDIA in a research note on Thursday, December 18th. Finally, Zacks Research upgraded shares of NVIDIA from a "hold" rating to a "strong-buy" rating in a research note on Monday, November 24th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average price target of $262.14.NVIDIA’s $20B Groq Deal Is a Warning Shot to AI RivalsRead Our Latest Research Report on NVDANVIDIA Stock PerformanceShares of NVDA stock opened at $190.53 on Friday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a market capitalization of $4.63 trillion, a price-to-earnings ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29. The company has a 50-day simple moving average of $186.12 and a 200 day simple moving average of $176.77. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to analysts' expectations of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business's revenue was up 62.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.81 EPS. On average, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year. NVIDIA Announces DividendThe company also recently declared a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid a $0.01 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA's payout ratio is 0.99%. About NVIDIA (Free Report)NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries. The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.Featured ArticlesFive stocks we like better than NVIDIAWall Street Stockpicker Names #1 Stock of 2026[URGENT!] SpaceX Going Public! – Pre-IPO ActionALERT: Drop these 5 stocks before January 2026!Washington prepares for warThe Best $1 You'll Spend This Holiday SeasonWant 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).This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.Should You Invest $1,000 in NVIDIA Right Now?Before you consider NVIDIA, you'll want to hear this.MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and NVIDIA wasn't on the list.While NVIDIA currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.View The Five Stocks Here