JPMorgan's latest note: Social media chatter highlights NVIDIA's comfort with its projected 70% year-over-year growth for fiscal 2028, driven by broad demand from hyperscalers and enterprise clients. Analysts note the company could expand even faster absent supply limits, with inference now comprising a larger share of data center revenue.
Price momentum discussion: Recent posts point to the stock approaching key supply zones after a strong rally, suggesting potential short-term pullbacks amid ongoing bullish trends. Observers emphasize that the outlook remains demand-strong rather than constrained by buyer interest.
Longer-term views: Discussions focus on upcoming buyback programs and multi-year capex cycles as potential catalysts, with some expressing optimism that flows could shift back to the name as secondary AI plays stabilize. Overall sentiment remains optimistic.
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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 21 sales selling 6,121,740 shares for an estimated $1,353,730,171.
- TIMOTHY S. TETER (EVP, General Counsel and Sec) has made 0 purchases and 6 sales selling 60,460 shares for an estimated $13,323,047.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 3 sales selling 34,918 shares for an estimated $7,648,632.
- STEPHEN C NEAL sold 15,500 shares for an estimated $3,343,863
- JOHN DABIRI sold 625 shares for an estimated $133,750
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.
NVIDIA Revenue
NVIDIA had revenues of $96.2B in Q2 2027. This is an increase of 105.85% from the same period in the prior year.
You can track NVDA financials on Quiver Quantitative's NVDA stock page.
You can access data on NVDA stock through the Quiver Quantitative API.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 22 times in the past 6 months. Of those trades, 8 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 JOHN MCGUIRE has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/18, 04/15 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/17 and 2 sales worth up to $30,000 on 08/18, 04/14.
- SENATOR SHELDON WHITEHOUSE has traded it 5 times. They made 0 purchases and 5 sales worth up to $615,000 on 08/13, 06/30, 05/08.
- SENATOR CORY A. BOOKER sold up to $50,000 on 08/11.
- REPRESENTATIVE SAM LICCARDO sold up to $50,000 on 07/21.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
- 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 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 05/27, 04/24.
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/30.
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.
NVIDIA Hedge Fund Activity
We have seen 3,241 institutional investors add shares of NVIDIA stock to their portfolio, and 2,571 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.
NVIDIA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/21/2026
- Benchmark issued a "Buy" rating on 03/31/2026
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 22 analysts offer price targets for $NVDA in the last 6 months, with a median target of $312.5.
Here are some recent targets:
- Jack Zhou from China Renaissance set a target price of $319.0 on 06/05/2026
- N. Quinn Bolton from Needham set a target price of $270.0 on 06/02/2026
- Gil Luria from DA Davidson set a target price of $300.0 on 06/01/2026
- Ivan Feinseth from Tigress Financial set a target price of $425.0 on 05/27/2026
- Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
- Timothy Arcuri from UBS set a target price of $280.0 on 05/21/2026
- William Stein from Truist Securities set a target price of $307.0 on 05/21/2026
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.
