AI Chip Export Policies: Recent discussions on X about NVIDIA (NVDA) have been dominated by U.S. policies on AI chip exports, especially restrictions targeting regions like China. Many express concern over potential revenue hits due to these curbs, with some noting recent stock price dips tied to the news. The uncertainty around geopolitical tensions keeps the conversation heated.
SoftBank Stake Sale: Another hot topic on X is SoftBank's sale of its $5.8 billion stake in NVIDIA, sparking fears of an AI bubble. Posts reflect worry that this move signals a peak in AI hype, though others argue it’s unrelated to NVIDIA’s fundamentals. The stock’s recent volatility has only fueled the debate.
Earnings Anticipation: With NVIDIA’s Q3 earnings report due on November 19, X users are buzzing with predictions. Some highlight analyst optimism and resolved supply issues as potential catalysts, while others remain cautious amid broader market concerns. The upcoming results are seen as a critical turning point.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Insider Trading Activity
NVIDIA insiders have traded $NVDA stock on the open market 526 times in the past 6 months. Of those trades, 0 have been purchases and 526 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 377 sales selling 6,000,000 shares for an estimated $1,048,586,164.
- MARK A STEVENS has made 0 purchases and 8 sales selling 2,875,730 shares for an estimated $438,775,005.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 72 sales selling 291,570 shares for an estimated $51,383,377.
- HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
- PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
- ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
- STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
- JOHN DABIRI sold 660 shares for an estimated $91,608
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 59 times in the past 6 months. Of those trades, 54 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 43 times. They made 43 purchases worth up to $12,315,000 on 10/30, 09/03, 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
- SENATOR SHELDON WHITEHOUSE has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 10/20, 09/04, 07/07.
- REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 1 sale worth up to $100,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/22.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/24.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/29, 05/23, 05/16 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,710 institutional investors add shares of NVIDIA stock to their portfolio, and 2,358 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 382,240,291 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $71,318,393,494
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
- CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939
- GOLDMAN SACHS GROUP INC removed 27,968,159 shares (-14.9%) from their portfolio in Q2 2025, for an estimated $4,418,689,440
- JPMORGAN CHASE & CO added 26,032,415 shares (+5.6%) to their portfolio in Q3 2025, for an estimated $4,857,127,990
- CLEAR STREET DERIVATIVES LLC removed 25,689,318 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $4,058,655,350
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NVIDIA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 28 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 11/14/2025
- Keybanc issued a "Overweight" rating on 11/14/2025
- Morgan Stanley issued a "Overweight" rating on 11/14/2025
- Susquehanna issued a "Positive" rating on 11/13/2025
- Oppenheimer issued a "Outperform" rating on 11/13/2025
- Citigroup issued a "Buy" rating on 11/10/2025
- Goldman Sachs issued a "Buy" rating on 11/03/2025
To track analyst ratings and price targets for NVIDIA, check out Quiver Quantitative's $NVDA forecast page.
NVIDIA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 31 analysts offer price targets for $NVDA in the last 6 months, with a median target of $228.0.
Here are some recent targets:
- John Vinh from Keybanc set a target price of $250.0 on 11/14/2025
- Aaron Rakers from Wells Fargo set a target price of $265.0 on 11/14/2025
- Joseph Moore from Morgan Stanley set a target price of $220.0 on 11/14/2025
- Christopher Rolland from Susquehanna set a target price of $230.0 on 11/13/2025
- Rick Schafer from Oppenheimer set a target price of $265.0 on 11/13/2025
- Atif Malik from Citigroup set a target price of $220.0 on 11/10/2025
- James Schneider from Goldman Sachs set a target price of $240.0 on 11/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
