Earnings Beat Sparks Buzz: NVIDIA's recent Q3 earnings report, which surpassed expectations with $57.01 billion in revenue, has ignited significant chatter on X. Posts highlight the stock's after-hours surge, with many pointing to booming data center revenue as a key driver. The excitement is palpable as some call it a defining moment for the AI sector.
Export Restrictions Concerns: Beyond earnings, discussions on X also focus on U.S. export policies for AI chips, with fears of revenue impacts from restrictions on regions like China. Some users note recent stock dips tied to these regulatory concerns, adding a layer of caution. The balance between growth and geopolitical risks remains a hot topic.
AI Bubble Debate: Another thread on X questions whether the AI hype driving NVIDIA's stock is sustainable, with a few voicing skepticism about long-term growth. Others counter this, praising the company's innovation and market dominance. This divide keeps the conversation dynamic and engaging.
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 59 times in the past 6 months. Of those trades, 54 have been purchases and 5 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 43 times. They made 43 purchases worth up to $12,315,000 on 10/30, 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 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- 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.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/22.
- 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 2 times. They made 2 purchases worth up to $30,000 on 05/29, 05/23 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,613 institutional investors add shares of NVIDIA stock to their portfolio, and 2,475 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
- 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
- CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939
- JPMORGAN CHASE & CO added 26,032,415 shares (+5.6%) to their portfolio in Q3 2025, for an estimated $4,857,127,990
- CLEAR STREET DERIVATIVES LLC removed 25,689,318 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $4,058,655,350
- 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
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 29 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 11/20/2025
- Benchmark issued a "Buy" rating on 11/20/2025
- Needham issued a "Buy" rating on 11/20/2025
- Melius Research issued a "Buy" rating on 11/20/2025
- Keybanc issued a "Overweight" rating on 11/20/2025
- Stifel issued a "Buy" rating on 11/18/2025
- Morgan Stanley issued a "Overweight" rating on 11/14/2025
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 33 analysts offer price targets for $NVDA in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- Stacy Rasgon from Bernstein set a target price of $275.0 on 11/20/2025
- Ross Seymore from Deutsche Bank set a target price of $215.0 on 11/20/2025
- Cody Acree from Benchmark set a target price of $250.0 on 11/20/2025
- N. Quinn Bolton from Needham set a target price of $240.0 on 11/20/2025
- Ben Reitzes from Melius Research set a target price of $320.0 on 11/20/2025
- John Vinh from Keybanc set a target price of $275.0 on 11/20/2025
- Ruben Roy from Stifel set a target price of $250.0 on 11/18/2025
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.
