AI Chip Demand Surge: Recent discussions on social media have highlighted NVIDIA's strong position in the AI chip market, with many pointing to robust demand for products like the H200 chip. Users are buzzing about new product launches, such as the Nemotron 3 open AI models, seeing them as a boost to the company’s dominance. The sentiment around these developments is largely positive.
Export Policy Concerns: On the flip side, there’s notable concern over potential U.S. export restrictions on NVIDIA’s advanced chips to certain regions, including China. Social media chatter reflects unease about how tightened curbs could impact revenue, with some fearing a hit to growth. This aspect of the discussion carries a cautious tone.
Market Volatility: Finally, conversations also touch on NVIDIA’s stock price fluctuations amid broader tech sector trends and AI bubble fears. Some users argue the stock remains a strong long-term play despite short-term dips, while others warn of risks ahead. The overall sentiment here is mixed, balancing optimism with caution.
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 566 times in the past 6 months. Of those trades, 0 have been purchases and 566 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 5 sales selling 1,806,045 shares for an estimated $302,255,919.
- A BROOKE SEAWELL has made 0 purchases and 54 sales selling 783,250 shares for an estimated $122,339,875.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 96 sales selling 342,070 shares for an estimated $60,378,169.
- DEBORA SHOQUIST (EVP, Operations) has made 0 purchases and 20 sales selling 309,840 shares for an estimated $56,186,171.
- 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 Revenue
NVIDIA had revenues of $57B in Q3 2026. This is an increase of 62.49% from the same period in the prior year.
You can track NVDA financials on Quiver Quantitative's NVDA stock page.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 49 times in the past 6 months. Of those trades, 43 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $65,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $50,000 on 10/30 and 2 sales worth up to $100,000 on 10/31, 10/30.
- REPRESENTATIVE CLEO FIELDS has traded it 37 times. They made 37 purchases worth up to $11,200,000 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 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 sold 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 2,606 institutional investors add shares of NVIDIA stock to their portfolio, and 2,492 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:
- Morgan Stanley issued a "Overweight" rating on 12/01/2025
- Barclays issued a "Overweight" rating on 11/20/2025
- Melius Research issued a "Buy" rating on 11/20/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/20/2025
- JP Morgan issued a "Overweight" rating on 11/20/2025
- Wedbush issued a "Outperform" rating on 11/20/2025
- DA Davidson issued a "Buy" 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:
- Joseph Moore from Morgan Stanley set a target price of $250.0 on 12/01/2025
- Rick Schafer from Oppenheimer set a target price of $265.0 on 11/20/2025
- John Vinh from Keybanc set a target price of $275.0 on 11/20/2025
- N. Quinn Bolton from Needham set a target price of $240.0 on 11/20/2025
- Ross Seymore from Deutsche Bank set a target price of $215.0 on 11/20/2025
- Stacy Rasgon from Bernstein set a target price of $275.0 on 11/20/2025
- Jim Kelleher from Argus Research set a target price of $220.0 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.
