Major Investments Announced: Social media erupted with discussions following NVIDIA's $2 billion investment in Nebius, which plans to deploy over 5GW of NVIDIA systems by 2030. Enthusiasts praised the move as a strategic expansion of AI infrastructure, reinforcing the chipmaker's central role in data centers. The announcement lifted related stocks and fueled optimism about sustained hyperscaler demand.
GTC Conference Anticipation: Chatter intensified around NVIDIA's upcoming GTC event, expected to spotlight advancements in photonics and the Rubin architecture. Participants highlighted potential catalysts for supply chain beneficiaries, positioning the keynote as pivotal for AI hardware narratives. Expectations center on demonstrations that could alleviate concerns over interconnect bottlenecks.
Tech Sector Pullback: NVDA's 15% retreat from 52-week highs mirrored a Magnificent Seven correction, prompting debates on valuations amid geopolitical tensions and export restrictions. Some viewed the dip as an entry point given a forward P/E near 22x, while others flagged risks like helium shortages. Resilience in AI spending narratives tempered the bearish undertones.
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 315 times in the past 6 months. Of those trades, 0 have been purchases and 315 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 173 sales selling 2,325,000 shares for an estimated $424,957,306.
- MARK A STEVENS has made 0 purchases and 3 sales selling 922,500 shares for an estimated $165,428,750.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 6 sales selling 700,000 shares for an estimated $128,326,823.
- HARVEY C JONES has made 0 purchases and 2 sales selling 500,000 shares for an estimated $88,387,150.
- 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.
- PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
- 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 22 times in the past 6 months. Of those trades, 10 have been purchases and 12 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 purchased up to $15,000 on 01/30.
- REPRESENTATIVE DANIEL MEUSER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/30, 01/14.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $80,000 on 01/30, 11/18, 10/17 and 2 sales worth up to $65,000 on 12/24, 12/19.
- 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 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 01/09, 10/20.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
- 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 2 times. They made 2 purchases worth up to $300,000 on 10/30 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $100,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,567 institutional investors add shares of NVIDIA stock to their portfolio, and 2,596 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 removed 589,595,243 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $109,959,512,819
- J. STERN & CO. LLP added 124,849,603 shares (+13709.1%) to their portfolio in Q4 2025, for an estimated $23,284,450,959
- CARDANO RISK MANAGEMENT B.V. added 70,283,539 shares (+896.4%) to their portfolio in Q4 2025, for an estimated $13,107,880,023
- 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 removed 32,478,144 shares (-6.6%) from their portfolio in Q4 2025, for an estimated $6,057,173,856
- SOFTBANK GROUP CORP. removed 32,110,456 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,988,600,044
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 27 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 02/18/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Stifel issued a "Buy" rating on 12/29/2025
- Truist Securities issued a "Buy" rating on 12/29/2025
- Bernstein 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 33 analysts offer price targets for $NVDA in the last 6 months, with a median target of $275.0.
Here are some recent targets:
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 03/12/2026
- Ivan Feinseth from Tigress Financial set a target price of $360.0 on 03/05/2026
- Matt Bryson from Wedbush set a target price of $300.0 on 03/03/2026
- Vivek Arya from B of A Securities set a target price of $300.0 on 02/26/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 02/26/2026
- Harlan Sur from JP Morgan set a target price of $265.0 on 02/26/2026
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 02/26/2026
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.
