JPMorgan Outlook: Recent social media chatter highlights NVIDIA's comfort with a roughly 70 percent year-over-year growth framework for fiscal 2028, drawn from a virtual meeting with the company's investor relations team. Analysts noted broad strength across hyperscalers and enterprise segments, with the business remaining supply-constrained rather than demand-limited. Without those constraints, the company indicated potential for more than doubling revenue.
Inference Shift: Discussions also focus on inference now comprising the larger share of data center revenue, a reversal from 18 months ago when it was about half. This evolution could sustain momentum even as training demand evolves. Some observers point to valuation compression over recent months, positioning the stock near broader market multiples while delivering faster earnings growth.
Technical Caution: Technical analysis shared online raises the possibility of chart patterns resembling prior market tops, keeping some participants neutral on near-term moves. Overall sentiment remains cautiously optimistic amid these developments.
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 59 times in the past 6 months. Of those trades, 0 have been purchases and 59 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 4,977,422 shares for an estimated $1,092,085,600.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 3 sales selling 300,000 shares for an estimated $54,676,139.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 21 sales selling 62,650 shares for an estimated $10,956,705.
- TIMOTHY S. TETER (EVP, General Counsel and Sec) has made 0 purchases and 3 sales selling 30,000 shares for an estimated $6,536,514.
- 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 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 27 times in the past 6 months. Of those trades, 10 have been purchases and 17 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 4 times. They made 1 purchase worth up to $15,000 on 07/17 and 3 sales worth up to $45,000 on 08/18, 04/14, 03/25.
- 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 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 05/27, 04/24, 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.
NVIDIA Hedge Fund Activity
We have seen 3,239 institutional investors add shares of NVIDIA stock to their portfolio, and 2,564 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 23 analysts offer price targets for $NVDA in the last 6 months, with a median target of $315.0.
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
- C.J. Muse from Cantor Fitzgerald set a target price of $350.0 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.
