Robotics Expansion: Social media chatter highlights NVIDIA's recent hiring push in China for robotics roles tied to its GR00T and Cosmos platforms. Analysts note this move positions the company to deepen its lead in physical AI applications amid growing demand.
Valuation Focus: Discussions center on the stock trading near multi-year lows in forward earnings multiples while revenue growth remains robust. Observers point out that this setup has drawn attention from those tracking AI infrastructure spending trends.
Market Sentiment: Overall views lean toward sustained growth potential from these initiatives, with some expressing caution over broader sector competition.
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 93 times in the past 6 months. Of those trades, 0 have been purchases and 93 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 7 sales selling 2,106,682 shares for an estimated $445,605,062.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 9 sales selling 1,000,000 shares for an estimated $183,002,962.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 60 sales selling 157,930 shares for an estimated $28,137,521.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 11 sales selling 85,396 shares for an estimated $16,130,686.
- 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
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,629 shares for an estimated $689,189.
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 $81.6B in Q1 2027. This is an increase of 85.23% 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 20 times in the past 6 months. Of those trades, 6 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 MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- SENATOR SHELDON WHITEHOUSE has traded it 4 times. They made 0 purchases and 4 sales worth up to $530,000 on 05/08, 01/09.
- REPRESENTATIVE DANIEL MEUSER has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 04/24, 03/25, 02/25, 01/30, 01/14.
- REPRESENTATIVE JOHN MCGUIRE has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/15, 01/30 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/13, 01/30 and 2 sales worth up to $30,000 on 04/14, 03/25.
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- REPRESENTATIVE TIM MOORE sold up to $50,000 on 03/24.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/19.
- REPRESENTATIVE NANCY PELOSI purchased up to $500,000 on 01/16.
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 2,928 institutional investors add shares of NVIDIA stock to their portfolio, and 2,632 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 125,140,953 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $21,389,091,686
- CARDANO RISK MANAGEMENT B.V. removed 70,049,522 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $11,972,864,300
- 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 removed 37,810,007 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,462,486,396
- 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
- FMR LLC added 22,789,685 shares (+2.3%) to their portfolio in Q1 2026, for an estimated $3,895,212,960
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 4 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
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
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 27 analysts offer price targets for $NVDA in the last 6 months, with a median target of $307.0.
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
- Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
- John Vinh from Keybanc set a target price of $310.0 on 05/21/2026
- Cody Acree from Benchmark set a target price of $335.0 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.
