Recent discussions on X about NVIDIA (NVDA) have been buzzing with reactions to reports of potential changes in U.S. export policies for AI chips, as well as the company’s stock performance following analyst upgrades. Many users are focusing on the implications of possible export caps to certain countries, with some expressing concern over how this could impact NVIDIA’s global revenue streams. The conversation also highlights a recent uptick in stock price, attributed by some to renewed optimism in the AI sector.
Additionally, there’s a notable divide among participants regarding NVIDIA’s long-term growth prospects amidst competitive pressures from alternatives in the AI chip market. Posts on X reflect a mix of bullish sentiment driven by the company’s dominance in datacenter demand and partnerships, while others caution about potential headwinds from regulatory challenges. The dynamic nature of these discussions keeps the spotlight on NVIDIA as a key player in the tech landscape.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 74 times in the past 6 months. Of those trades, 65 have been purchases and 9 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 41 times. They made 41 purchases worth up to $12,015,000 on 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 JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 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 VAL T. HOYLE has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 6 times. They made 6 purchases worth up to $90,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/14, 05/05, 04/09 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $250,000 on 05/08 and 2 sales worth up to $1,100,000 on 05/12, 04/07.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 04/16, 04/07 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.
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 384 times in the past 6 months. Of those trades, 0 have been purchases and 384 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 259 sales selling 4,500,000 shares for an estimated $769,669,706.
- 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.
- HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 48 sales selling 196,290 shares for an estimated $32,815,868.
- 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 Hedge Fund Activity
We have seen 2,906 institutional investors add shares of NVIDIA stock to their portfolio, and 2,012 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 27 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 09/30/2025
- Keybanc issued a "Overweight" rating on 09/30/2025
- Jefferies issued a "Buy" rating on 09/29/2025
- Barclays issued a "Overweight" rating on 09/25/2025
- DA Davidson issued a "Buy" rating on 09/23/2025
- Rosenblatt issued a "Buy" rating on 09/23/2025
- Cantor Fitzgerald 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 $217.5.
Here are some recent targets:
- John Vinh from Keybanc set a target price of $250.0 on 09/30/2025
- Atif Malik from Citigroup set a target price of $210.0 on 09/30/2025
- An analyst from Jefferies set a target price of $220.0 on 09/29/2025
- Tom O'Malley from Barclays set a target price of $240.0 on 09/25/2025
- Gil Luria from DA Davidson set a target price of $210.0 on 09/23/2025
- Kevin Cassidy from Rosenblatt set a target price of $215.0 on 09/23/2025
- Mark Lipacis from Evercore ISI Group set a target price of $225.0 on 09/23/2025
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.
