AI Chip Export Concerns: Recent chatter on X about NVIDIA (NVDA) has centered on geopolitical tensions, particularly U.S. policies restricting AI chip exports to certain regions like China. Many users express worry over potential revenue impacts, with some noting a recent stock price dip linked to these reports. The discussion remains heated as investors weigh the risks.
UAE Sales Approval Buzz: On a brighter note, there’s optimism on X around news of U.S. approval for NVIDIA to sell advanced chips to the UAE. Several posts highlight this as a major growth opportunity, potentially offsetting other regional setbacks. This has sparked hope among some for a stock rebound.
Market Sentiment Shifts: Conversations also touch on NVIDIA’s recent pullback from highs, with users debating if this is a temporary dip or a sign of broader AI market concerns. Some see support levels holding, while others warn of a possible sector-wide correction. The tone on X reflects a mix of caution and opportunity.
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, 55 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:
- 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 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.
- REPRESENTATIVE CLEO FIELDS has traded it 41 times. They made 41 purchases worth up to $12,015,000 on 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 JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
- 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 LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/29, 05/23, 05/16, 05/13 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $1,000,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,785 institutional investors add shares of NVIDIA stock to their portfolio, and 2,237 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
- CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
- CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939
- GOLDMAN SACHS GROUP INC removed 27,968,159 shares (-14.9%) from their portfolio in Q2 2025, for an estimated $4,418,689,440
- JPMORGAN CHASE & CO added 26,032,415 shares (+5.6%) to their portfolio in Q3 2025, for an estimated $4,857,127,990
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 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 11/03/2025
- Loop Capital issued a "Buy" rating on 11/03/2025
- Rosenblatt issued a "Buy" rating on 11/03/2025
- DA Davidson issued a "Buy" rating on 10/29/2025
- B of A Securities issued a "Buy" rating on 10/29/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
- Keybanc issued a "Overweight" rating on 09/30/2025
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 30 analysts offer price targets for $NVDA in the last 6 months, with a median target of $225.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $240.0 on 11/03/2025
- Ananda Barush from Loop Capital set a target price of $350.0 on 11/03/2025
- Kevin Cassidy from Rosenblatt set a target price of $240.0 on 11/03/2025
- Vivek Arya from B of A Securities set a target price of $275.0 on 10/29/2025
- Timothy Arcuri from UBS set a target price of $235.0 on 10/29/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 10/29/2025
- Gil Luria from DA Davidson set a target price of $250.0 on 10/29/2025
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.
