NVIDIA Stock (NVDA) Opinions on CEO Jensen Huang's AI Buildout Forecast

Shares surge on CEO's outlook: NVIDIA's stock rocketed nearly 8% after CEO Jensen Huang declared AI at an inflection point, with infrastructure buildout spanning seven to eight years. Social media buzz highlights his view that demand for compute power is exploding, far outpacing supply. Investors celebrated the rally, pushing shares toward $185 amid broader market gains.

Hyperscalers fuel massive CapEx: Commentators point to hyperscalers like Amazon, Google, Meta, and Microsoft committing hundreds of billions in 2026 capital expenditures on AI. This spending frenzy positions NVIDIA as a prime beneficiary, with even older GPUs seeing price hikes due to insatiable demand. Discussions underscore how this tailwind could sustain growth for years.

Moat against custom chips reinforced: Huang emphasized NVIDIA's singular focus on AI acceleration, outpacing rivals' custom silicon efforts through CUDA dominance and massive R&D. Social media users affirm the company's edge in scaling GPUs, dismissing threats from Big Tech in-house chips. Analysts echo this, calling the valuation attractive amid robust long-term earnings potential.

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 381 times in the past 6 months. Of those trades, 0 have been purchases and 381 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 236 sales selling 3,450,000 shares for an estimated $622,272,146.
MARK A STEVENS has made 0 purchases and 5 sales selling 1,420,297 shares for an estimated $253,987,187.
HARVEY C JONES has made 0 purchases and 2 sales selling 500,000 shares for an estimated $88,387,150.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 4 sales selling 400,000 shares for an estimated $73,570,779.
DEBORA SHOQUIST (EVP, Operations) has made 0 purchases and 20 sales selling 309,840 shares for an estimated $56,186,171.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 96 sales selling 291,560 shares for an estimated $53,651,288.
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 12 sales selling 108,090 shares for an estimated $20,230,766.
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
A BROOKE SEAWELL sold 12,728 shares for an estimated $2,341,117
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 29 times in the past 6 months. Of those trades, 18 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $500,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
SENATOR SHELDON WHITEHOUSE has traded it 4 times. They made 0 purchases and 4 sales worth up to $130,000 on 01/09, 10/20, 09/04.
SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $65,000 on 11/18, 10/17 and 2 sales worth up to $65,000 on 12/24, 12/19.
REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 11/21.
SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
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 11 times. They made 11 purchases worth up to $1,600,000 on 10/30, 09/03, 08/22, 08/20, 08/15, 08/13 and 0 sales.
REPRESENTATIVE VAL T. HOYLE sold up to $100,000 on 09/23.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/22.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

NVIDIA Hedge Fund Activity

We have seen 2,494 institutional investors add shares of NVIDIA stock to their portfolio, and 2,526 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
VANGUARD GROUP INC added 43,149,475 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $8,047,377,087
SG AMERICAS SECURITIES, LLC added 35,712,890 shares (+1703.0%) to their portfolio in Q4 2025, for an estimated $6,660,453,985
JPMORGAN CHASE & CO added 26,032,415 shares (+5.6%) to their portfolio in Q3 2025, for an estimated $4,857,127,990
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
DANSKE BANK A/S added 17,110,279 shares (+2911.0%) to their portfolio in Q4 2025, for an estimated $3,191,067,033

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 31 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

RBC Capital issued a "Outperform" rating on 01/15/2026
Mizuho issued a "Outperform" rating on 01/09/2026
Truist Securities issued a "Buy" rating on 12/29/2025
Stifel issued a "Buy" rating on 12/29/2025
Bernstein issued a "Outperform" rating on 12/26/2025
Baird issued a "Outperform" rating on 12/26/2025
B of A Securities issued a "Buy" rating on 12/26/2025

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 $257.5.

Here are some recent targets:

Blayne Curtis from Jefferies set a target price of $275.0 on 01/16/2026
Srini Pajjuri from RBC Capital set a target price of $240.0 on 01/15/2026
Vijay Rakesh from Mizuho set a target price of $275.0 on 01/09/2026
William Stein from Truist Securities set a target price of $275.0 on 12/29/2025
Ruben Roy from Stifel set a target price of $250.0 on 12/29/2025
Stacy Rasgon from Bernstein set a target price of $275.0 on 12/26/2025
Vivek Arya from B of A Securities set a target price of $275.0 on 12/26/2025

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.