Earnings Impact: NVIDIA's recent earnings report, showing a 62% year-over-year revenue surge, has ignited fervent discussion on X. Many are impressed by the record data center revenue, though some note the stock's unexpected dip despite the strong results.
Export Policy Concerns: U.S. export policies on AI chips, particularly restrictions targeting regions like China, are a hot topic on X. Posts reflect worry over potential revenue impacts, with some linking recent stock price drops to these regulatory fears.
Competitor Threats: Discussions on X also highlight emerging competition, with reports of rivals developing alternative AI chips causing concern. Some users speculate that this could challenge NVIDIA’s dominance, adding volatility to the stock’s outlook.
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 525 times in the past 6 months. Of those trades, 0 have been purchases and 525 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
- 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 626 shares for an estimated $112,316
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 60 times in the past 6 months. Of those trades, 53 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,608 institutional investors add shares of NVIDIA stock to their portfolio, and 2,484 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
- Argus Research issued a "Buy" rating on 11/20/2025
- Needham issued a "Buy" rating on 11/20/2025
- Melius Research issued a "Buy" rating on 11/20/2025
- Bernstein issued a "Outperform" rating on 11/20/2025
- Barclays issued a "Overweight" 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
- Christopher Rolland from Susquehanna set a target price of $250.0 on 11/20/2025
- Stacy Rasgon from Bernstein set a target price of $275.0 on 11/20/2025
- Ross Seymore from Deutsche Bank set a target price of $215.0 on 11/20/2025
- Cody Acree from Benchmark set a target price of $250.0 on 11/20/2025
- N. Quinn Bolton from Needham set a target price of $240.0 on 11/20/2025
- Ben Reitzes from Melius Research set a target price of $320.0 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.
