AI Chip Sales Review: Recent discussions on social media about NVIDIA have centered on a reported U.S. review of the company’s advanced AI chip sales to China. Many users are highlighting the potential impact on stock performance, with some noting a slight premarket uptick in shares.
Valuation Concerns: There’s also a heated debate over NVIDIA’s valuation, with opinions split on whether the stock can rebound. Some argue the AI-driven growth remains a strong catalyst, while others caution about recent downward pressure on the stock price.
New Developments: Posts have also mentioned new releases like the Nemotron 3 AI models and acquisitions aimed at bolstering NVIDIA’s tech portfolio. These updates are sparking curiosity about the company’s next moves in the competitive AI space.
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 546 times in the past 6 months. Of those trades, 0 have been purchases and 546 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 370 sales selling 5,900,000 shares for an estimated $1,034,182,579.
- MARK A STEVENS has made 0 purchases and 5 sales selling 1,420,297 shares for an estimated $253,987,187.
- A BROOKE SEAWELL has made 0 purchases and 48 sales selling 672,287 shares for an estimated $106,340,097.
- 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 84 sales selling 291,570 shares for an estimated $53,095,710.
- 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
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 7 sales selling 28,090 shares for an estimated $5,043,024.
- STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
- 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 50 times in the past 6 months. Of those trades, 44 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 11/21.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $65,000 on 11/18, 10/17 and 0 sales.
- 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 37 times. They made 37 purchases worth up to $11,200,000 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 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 VAL T. HOYLE sold 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,608 institutional investors add shares of NVIDIA stock to their portfolio, and 2,493 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 31 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Tigress Financial issued a "Strong Buy" rating on 12/18/2025
- Morgan Stanley issued a "Overweight" rating on 12/01/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/20/2025
- Keybanc issued a "Overweight" rating on 11/20/2025
- Melius Research issued a "Buy" rating on 11/20/2025
- Needham issued a "Buy" rating on 11/20/2025
- Benchmark issued a "Buy" rating on 11/20/2025
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 35 analysts offer price targets for $NVDA in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- William Stein from Truist Securities set a target price of $275.0 on 12/19/2025
- Ivan Feinseth from Tigress Financial set a target price of $350.0 on 12/18/2025
- Joseph Moore from Morgan Stanley set a target price of $250.0 on 12/01/2025
- Blayne Curtis from Jefferies set a target price of $250.0 on 11/20/2025
- Harlan Sur from JP Morgan set a target price of $250.0 on 11/20/2025
- Tom O'Malley from Barclays set a target price of $275.0 on 11/20/2025
- Atif Malik from Citigroup set a target price of $270.0 on 11/20/2025
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.
