Recent discussions on X about NVIDIA (NVDA) have centered around the company's latest earnings report and ongoing concerns over U.S. regulatory actions on AI chip exports. Many users have expressed mixed feelings about the stock's performance, noting that despite beating earnings expectations, the stock dipped due to underwhelming data center sales and margin compression forecasts. The uncertainty surrounding export restrictions to certain countries, particularly China, has also fueled debates about potential impacts on future growth.
Additionally, there’s buzz on X regarding NVIDIA’s strategic moves, such as the ramp-up of their new Blackwell Ultra chip, which some argue could sustain long-term demand in AI compute. Posts also highlight a significant stock buyback announcement as a point of optimism, though skepticism persists over geopolitical risks and competitive pressures from alternatives in the AI chip market. These conversations reflect a complex outlook for the semiconductor giant as investors weigh innovation against external challenges.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 70 times in the past 6 months. Of those trades, 57 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 29 times. They made 29 purchases worth up to $10,265,000 on 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 ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
- 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 7 times. They made 6 purchases worth up to $90,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11 and 1 sale worth up to $15,000 on 03/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 03/17 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 05/13.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $250,000 on 05/08 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/16, 04/07, 03/11, 03/10 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 03/27.
- SENATOR ASHLEY MOODY has traded it 2 times. They made 2 purchases worth up to $300,000 on 03/21, 03/20 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Insider Trading Activity
NVIDIA insiders have traded $NVDA stock on the open market 279 times in the past 6 months. Of those trades, 0 have been purchases and 279 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 162 sales selling 2,925,000 shares for an estimated $494,392,096.
- MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
- 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 42 sales selling 212,450 shares for an estimated $31,695,689.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,952 institutional investors add shares of NVIDIA stock to their portfolio, and 2,159 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
- GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
- CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
- JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
- VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
- 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
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 26 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 08/28/2025
- Wedbush issued a "Outperform" rating on 08/28/2025
- Truist Securities issued a "Buy" rating on 08/28/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/28/2025
- Bernstein issued a "Outperform" rating on 08/28/2025
- Rosenblatt issued a "Buy" rating on 08/28/2025
- Keybanc issued a "Overweight" rating on 08/28/2025
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 32 analysts offer price targets for $NVDA in the last 6 months, with a median target of $213.0.
Here are some recent targets:
- Harlan Sur from JP Morgan set a target price of $215.0 on 08/28/2025
- William Stein from Truist Securities set a target price of $228.0 on 08/28/2025
- John Vinh from Keybanc set a target price of $230.0 on 08/28/2025
- Stacy Rasgon from Bernstein set a target price of $225.0 on 08/28/2025
- Kevin Cassidy from Rosenblatt set a target price of $215.0 on 08/28/2025
- Cody Acree from Benchmark set a target price of $220.0 on 08/28/2025
- N. Quinn Bolton from Needham set a target price of $200.0 on 08/28/2025
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.
