Nvidia draws fresh institutional buying and upbeat analyst ratings

Osbon Capital Management LLC purchased a new stake of 3,835 Nvidia shares worth about $715,000 in the fourth quarter, joining a wave of institutional investors raising their positions. Brighton Jones, Bank Pictet & Cie Europe, Highview Capital Management, Hudson Value Partners and Wealth Group also increased holdings, collectively owning a larger share of the $5.05‑trillion market cap company.

Analyst coverage remains positive. HSBC, DZ Bank, Wedbush, Truist Financial and Benchmark all reaffirmed "buy" ratings, raising target prices to a range of $325‑$335 per share. The consensus rating on Nvidia is a buy with an average target of $305.67. A Seeking Alpha commentary notes that Nvidia's growth now hinges less on Chinese data‑center revenue, highlighting an 85% jump in Q1 data‑center revenue and a $91 billion guidance outlook, while identifying upside potential if China’s market reopens.

Overall, the reports underscore continued confidence in Nvidia’s AI‑driven businesses and a solid earnings backdrop.