Clifford Asness Holds Largest Stake in NVIDIA
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NVDA?
Source: Yahoo Finance
- Portfolio Focus: Clifford Asness holds a 2.62% stake in NVIDIA (NASDAQ:NVDA), valued at approximately $4.09 billion, indicating strong confidence in the company that may attract more investor interest.
- Analyst Optimism: As of February 13, 2026, over 90% of analysts covering NVIDIA are bullish, with a consensus price target of $250, implying over 36% upside potential, reflecting strong market confidence in its future performance.
- Earnings Beat Expected: UBS projects NVIDIA's fiscal fourth-quarter revenue to reach $67.5 billion, approximately $2.5 billion above guidance, showcasing robust market demand and supply chain advantages that could further boost the stock price.
- CEO Confidence Boost: NVIDIA CEO Jensen Huang stated on February 6, 2026, that AI capital spending is “appropriate” within a seven- to eight-year buildout, highlighting sustained demand for next-generation systems despite competitive pressures, laying a foundation for future growth.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
Current: 182.810
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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