Earnings Surge: NVIDIA (NVDA) has sparked intense discussion on X following its recent earnings report, which showcased a staggering 62% revenue growth year-over-year. Many users are impressed by the record data center revenue, with some highlighting the CEO's comments on strong demand for cloud GPUs. Posts on X reflect a buzz around the broader AI ecosystem also benefiting from this performance.
Export Policy Concerns: Alongside the earnings excitement, there’s notable concern on X about U.S. export policies impacting NVIDIA’s AI chip sales, particularly to regions like China. Discussions point to recent stock price dips tied to fears of tighter curbs, though some note potential easing of restrictions in other areas as a positive. The debate remains heated as users weigh the long-term revenue implications.
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 61 times in the past 6 months. Of those trades, 54 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 7 times. They made 4 purchases worth up to $95,000 on 10/30, 06/17, 06/11, 06/09 and 3 sales worth up to $115,000 on 10/31, 10/30, 06/10.
- 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- 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 ROBERT BRESNAHAN purchased up to $15,000 on 05/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,607 institutional investors add shares of NVIDIA stock to their portfolio, and 2,483 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
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 155,215,336 shares (+65.3%) to their portfolio in Q3 2025, for an estimated $28,960,077,390
- CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939
- 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
- CAPITAL RESEARCH GLOBAL INVESTORS added 22,896,705 shares (+16.1%) to their portfolio in Q3 2025, for an estimated $4,272,067,218
- BLACKROCK, INC. added 19,470,172 shares (+1.0%) to their portfolio in Q3 2025, for an estimated $3,632,744,691
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 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 11/20/2025
- Wedbush issued a "Outperform" rating on 11/20/2025
- Baird issued a "Outperform" rating on 11/20/2025
- Argus Research issued a "Buy" rating on 11/20/2025
- Barclays issued a "Overweight" rating on 11/20/2025
- Citigroup issued a "Buy" rating on 11/20/2025
- Morgan Stanley issued a "Overweight" rating on 11/20/2025
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 34 analysts offer price targets for $NVDA in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $270.0 on 11/20/2025
- Vijay Rakesh from Mizuho set a target price of $245.0 on 11/20/2025
- Matt Bryson from Wedbush set a target price of $230.0 on 11/20/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 11/20/2025
- Rick Schafer from Oppenheimer set a target price of $265.0 on 11/20/2025
- Tom O'Malley from Barclays set a target price of $275.0 on 11/20/2025
- Harlan Sur from JP Morgan set a target price of $250.0 on 11/20/2025
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.
