--- title: "Hudson Value Partners LLC Boosts Stock Position in NVIDIA Corporation $NVDA" type: "News" locale: "en" url: "https://longbridge.com/en/news/296696847.md" description: "Hudson Value Partners LLC increased its stake in NVIDIA (NVDA) by 10.3% in Q2, holding 49,009 shares valued at $9.8 million. Other institutions like Defender Capital and Spectrum Financial also raised their positions. Meanwhile, NVIDIA faces mixed sentiment: positive talks of investing in data-center power developer Cloverleaf and strong analyst support contrast with concerns over Rubin Ultra memory configurations, Microsoft's competing chips, and valuation pressures from higher Treasury yields." datetime: "2026-08-23T08:40:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296696847.md) - [en](https://longbridge.com/en/news/296696847.md) - [zh-HK](https://longbridge.com/zh-HK/news/296696847.md) generator: "portal-rs" --- # Hudson Value Partners LLC Boosts Stock Position in NVIDIA Corporation $NVDA Hudson Value Partners LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 49,009 shares of the computer hardware maker's stock after acquiring an additional 4,579 shares during the quarter. NVIDIA makes up approximately 2.5% of Hudson Value Partners LLC's holdings, making the stock its 11th biggest position. Hudson Value Partners LLC's holdings in NVIDIA were worth $9,806,000 at the end of the most recent reporting period. - MarketBeat Week in Review – 08/17 - 08/21 Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Defender Capital LLC. increased its stake in shares of NVIDIA by 0.7% in the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker's stock worth $1,507,000 after purchasing an additional 50 shares in the last quarter. Spectrum Financial Alliance Ltd LLC lifted its stake in shares of NVIDIA by 3.8% during the 1st quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker's stock valued at $243,000 after buying an additional 51 shares in the last quarter. LMG Wealth Partners LLC lifted its stake in shares of NVIDIA by 0.7% during the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker's stock valued at $1,427,000 after buying an additional 53 shares in the last quarter. Vision Financial Markets LLC lifted its stake in shares of NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after buying an additional 53 shares in the last quarter. Finally, JGP Global Gestao de Recursos Ltda. boosted its holdings in NVIDIA by 2.3% in the 4th quarter. JGP Global Gestao de Recursos Ltda. now owns 2,402 shares of the computer hardware maker's stock worth $448,000 after buying an additional 55 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors. ## Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week: - Positive Sentiment: NVIDIA is reportedly in advanced talks to invest several hundred million dollars in Cloverleaf Infrastructure, a developer of U.S. data-center power and infrastructure. The move could help address the electricity bottleneck limiting AI capacity while strengthening NVIDIA’s role in projects that use its systems. Nvidia in Talks to Invest in Data-Center Power Developer Cloverleaf Infrastructure - Positive Sentiment: Analyst support remains strong before earnings. BMO named NVIDIA its top semiconductor pick with a $340 price target, while Jefferies reportedly expects revenue to exceed consensus by roughly $3 billion. Consensus forecasts call for approximately $91 billion of quarterly revenue, supported by Blackwell and broader AI infrastructure demand. Nvidia stock dubbed top pick ahead of Q2 earnings - Positive Sentiment: Reports that SpaceX is standardizing its AI infrastructure on NVIDIA chips reinforce the company’s competitive position and could support demand for its next-generation Vera Rubin platform. NVIDIA is also exploring a potential partnership or acquisition involving South Korean AI-chip designer Rebellions, indicating continued investment in its AI ecosystem. NVIDIA Could Snap up Korean AI Chip Startup Rebellions - Neutral Sentiment: NVIDIA’s proposed investment in Cloverleaf follows other efforts to finance AI infrastructure and convert future GPU capacity into a financeable asset. The strategy could accelerate deployments, but it also exposes NVIDIA to capital-allocation and customer-financing risks. Nvidia Makes Another Bet on the AI Power Bottleneck - Negative Sentiment: Investors are weighing possible competitive and product risks. NVIDIA is reportedly testing Rubin Ultra configurations with less high-bandwidth memory than originally planned, while Microsoft is preparing its own Maia 300 AI chip. These developments could raise questions about performance, supply availability and long-term customer diversification. NVIDIA and AMD: Rubin Ultra memory reports - Negative Sentiment: NVIDIA denied a report that it plans small-batch shipments of a China-specific AI chip by year-end, removing a potential near-term catalyst. Analysts also say any renewed China H200 sales may have only a limited effect on revenue. Nvidia to ship AI chip for China by year-end - Negative Sentiment: Higher Treasury yields and warnings from investors such as Michael Burry that AI data-center financing may be excessive are adding valuation pressure ahead of a high-expectation earnings event. ## Insider Buying and Selling - 5 Reasons the S&P 500 Could Keep Rallying Through Year-End In related news, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director directly owned 116,135 shares of the company's stock, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark A. Stevens sold 885,000 shares of the firm's stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the transaction, the director owned 5,207,271 shares of the company's stock, valued at $1,094,412,146.07. This represents a 14.53% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,901,125 shares of company stock worth $410,583,015. Corporate insiders own 3.94% of the company's stock. ## Analyst Upgrades and Downgrades A number of equities research analysts have commented on NVDA shares. Sanford C. Bernstein reissued a "buy" rating on shares of NVIDIA in a report on Monday, June 29th. Seaport Research Partners upped their price objective on NVIDIA from $140.00 to $180.00 and gave the stock a "sell" rating in a research note on Thursday, May 21st. DA Davidson set a $335.00 target price on NVIDIA in a research report on Friday. Morgan Stanley reissued an "overweight" rating on shares of NVIDIA in a research note on Tuesday, August 11th. Finally, Robert W. Baird set a $500.00 target price on NVIDIA and gave the company an "outperform" rating in a research note on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, forty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, NVIDIA presently has an average rating of "Buy" and a consensus target price of $308.01. - The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future **Read Our Latest Stock Analysis on NVIDIA** ## NVIDIA Stock Down 1.0% Shares of NVDA stock opened at $214.75 on Friday. The stock has a market cap of $5.20 trillion, a P/E ratio of 32.89, a PEG ratio of 0.43 and a beta of 2.23. NVIDIA Corporation has a 52 week low of $164.07 and a 52 week high of $236.54. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The company's fifty day simple moving average is $207.47 and its two-hundred day simple moving average is $199.52. NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The business's revenue was up 85.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.81 EPS. Analysts predict that NVIDIA Corporation will post 8.8 EPS for the current fiscal year. NVIDIA announced that its Board of Directors has authorized a stock repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company's board believes its stock is undervalued. ## NVIDIA Company Profile (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. ## Further Reading - Five stocks we like better than NVIDIA - 2 Biotech Stocks Shaping Up for Major Breakouts - 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs - 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run - Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? **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). *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.* Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Add As Preferred Source ## 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. 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