Recent discussions on X about NVIDIA (NVDA) have centered around the company's stock volatility and its strategic positioning amidst geopolitical tensions. Many users are buzzing about reports of potential U.S. policy changes regarding AI chip exports, with some expressing concern over the impact of restrictions on key markets like China, which could pose significant revenue challenges. The tone on the platform reflects a mix of caution and optimism as traders weigh these risks against NVIDIA's dominant role in the AI and data center sectors.
Additionally, there’s notable chatter about NVIDIA's recent financial performance, with some highlighting the company's impressive $44 billion revenue in Q1 as a sign of resilience, while others debate the sustainability of its growth amid global trade uncertainties. Posts on X also point to technical analyses predicting short-term pullbacks or breakouts, keeping the conversation dynamic and speculative. This blend of macroeconomic concerns and market-specific insights keeps NVIDIA a hot topic among investors online.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 52 times in the past 6 months. Of those trades, 28 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 11 times. They made 5 purchases worth up to $75,000 on 05/16, 05/13, 05/09, 04/11, 02/26 and 6 sales worth up to $90,000 on 03/11, 03/03, 02/25, 01/29, 01/28.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 7 times. They made 7 purchases worth up to $105,000 on 05/14, 05/05, 04/09, 03/17, 01/21, 01/08, 12/24 and 0 sales.
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/13, 02/26, 01/14 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/03 and 1 sale worth up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/16, 04/07, 03/11, 03/10 and 0 sales.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 04/14, 01/06.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 6 times. They made 0 purchases and 6 sales worth up to $90,000 on 04/09, 01/29, 01/28, 01/17, 01/16, 12/19.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 02/24 and 2 sales worth up to $350,000 on 04/07, 03/31.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/27, 02/26.
- REPRESENTATIVE CLEO FIELDS sold up to $1,000,000 on 02/05.
- REPRESENTATIVE JAMES COMER purchased up to $15,000 on 01/02.
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 12/20 and 1 sale worth up to $5,000,000 on 12/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Insider Trading Activity
NVIDIA insiders have traded $NVDA stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- MARK A STEVENS has made 0 purchases and 4 sales selling 1,419,685 shares for an estimated $200,123,151.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 3 sales selling 66,660 shares for an estimated $7,787,993.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 6 sales selling 36,695 shares for an estimated $5,544,783.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 4,500 shares for an estimated $525,585.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,731 institutional investors add shares of NVIDIA stock to their portfolio, and 2,309 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 46,627,472 shares (+33.0%) to their portfolio in Q1 2025, for an estimated $5,053,485,415
- CAPITAL INTERNATIONAL INVESTORS added 36,523,224 shares (+58.1%) to their portfolio in Q1 2025, for an estimated $3,958,387,017
- PRICE T ROWE ASSOCIATES INC /MD/ removed 36,342,523 shares (-8.8%) from their portfolio in Q1 2025, for an estimated $3,938,802,642
- BANK OF AMERICA CORP /DE/ added 34,926,619 shares (+20.0%) to their portfolio in Q1 2025, for an estimated $3,785,346,967
- PROFICIO CAPITAL PARTNERS LLC removed 34,415,454 shares (-99.2%) from their portfolio in Q1 2025, for an estimated $3,729,946,904
- CAPITAL RESEARCH GLOBAL INVESTORS added 32,380,763 shares (+50.7%) to their portfolio in Q1 2025, for an estimated $3,509,427,093
- NORGES BANK added 32,313,926 shares (+11.1%) to their portfolio in Q4 2024, for an estimated $4,339,437,122
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 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 05/29/2025
- Benchmark issued a "Buy" rating on 05/29/2025
- Morgan Stanley issued a "Overweight" rating on 05/29/2025
- Citigroup issued a "Buy" rating on 05/29/2025
- Barclays issued a "Overweight" rating on 05/29/2025
- Piper Sandler issued a "Overweight" rating on 05/28/2025
- UBS issued a "Buy" rating on 05/23/2025
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 10 analysts offer price targets for $NVDA in the last 6 months, with a median target of $172.5.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $170.0 on 05/29/2025
- An analyst from Piper Sandler set a target price of $180.0 on 05/29/2025
- Tom O'Malley from Barclays set a target price of $170.0 on 05/29/2025
- Srini Pajjuri from Raymond James set a target price of $150.0 on 04/16/2025
- Quinn Bolton from Needham set a target price of $160.0 on 03/19/2025
- Ruben Roy from Stifel Nicolaus set a target price of $180.0 on 03/19/2025
- John Vinh from KeyBanc set a target price of $190.0 on 03/19/2025
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.
