NVIDIA (NASDAQ: NVDA) reported fiscal second-quarter 2027 revenue of $96.2 billion, up 18% from the prior quarter and 106% from a year earlier. GAAP net income was $59.7 billion, while GAAP diluted earnings per share were $2.46.
Data Center revenue totaled $89.0 billion, up 18% sequentially and 117% year over year. NVIDIA forecast fiscal third-quarter revenue of $108.0 billion, plus or minus 2%.
- GAAP gross margin was 75.0% in the quarter ended July 26, 2026.
- GAAP operating income was $63.7 billion.
- NVIDIA returned approximately $26.0 billion to shareholders through repurchases and cash dividends.
- The company expects GAAP gross margin of 74.0%, plus or minus 50 basis points, for fiscal Q3.
- NVIDIA plans to pay a quarterly cash dividend of $0.25 per share on October 1, 2026, to shareholders of record on September 10, 2026.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 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 7 sales selling 2,106,682 shares for an estimated $445,605,062.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 600,000 shares for an estimated $109,432,183.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 21 sales selling 62,650 shares for an estimated $10,956,705.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 19,000 shares for an estimated $3,357,549.
- STEPHEN C NEAL sold 15,500 shares for an estimated $3,343,863
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 6 sales selling 5,396 shares for an estimated $942,944.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,629 shares for an estimated $689,189.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NVDA Hedge Fund Activity
We have seen 3,229 institutional investors add shares of $NVDA stock to their portfolio, and 2,562 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 449,404,578 shares (+inf%) to their portfolio in Q2 2026, for an estimated $89,921,362,012
- INVESCO LTD. added 186,832,782 shares (+130.9%) to their portfolio in Q2 2026, for an estimated $37,383,371,350
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 160,214,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,057,365,925
- SG AMERICAS SECURITIES, LLC added 62,298,007 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,465,208,220
- FMR LLC added 32,198,580 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $6,442,613,872
- CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM removed 22,264,066 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $4,454,816,965
- BARCLAYS PLC removed 22,252,692 shares (-26.8%) from their portfolio in Q2 2026, for an estimated $4,452,541,142
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$NVDA Congressional Stock Trading
Members of Congress have traded $NVDA stock 23 times in the past 6 months. Of those trades, 9 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE SAM LICCARDO sold up to $50,000 on 07/21.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
- SENATOR SHELDON WHITEHOUSE has traded it 3 times. They made 0 purchases and 3 sales worth up to $550,000 on 06/30, 05/08.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $45,000 on 06/26 and 0 sales.
- REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 06/25.
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- REPRESENTATIVE DANIEL MEUSER has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 05/27, 04/24, 03/25, 02/25.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 04/15.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/13 and 2 sales worth up to $30,000 on 04/14, 03/25.
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $115,000 on 03/30, 03/27 and 0 sales.
- REPRESENTATIVE TIM MOORE sold up to $50,000 on 03/24.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
