Recent discussions on X about NVIDIA (NVDA) have been buzzing with reactions to reports of U.S. approval for significant chip sales to the UAE, with some estimates suggesting billions in potential revenue. Many users are expressing optimism, viewing this as a catalyst for growth amid the company's dominance in AI technology. The conversation is lively, with investors keenly debating the impact on NVIDIA’s stock trajectory.
However, there’s also a cautious undertone in the dialogue, as some participants point to lingering concerns over regulatory uncertainties and competitive pressures in other markets like China. Posts on X highlight fears of potential export restrictions or alternative AI chip developments by competitors. This mix of hope and hesitation keeps NVIDIA at the forefront of investor attention.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 67 times in the past 6 months. Of those trades, 60 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- 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 SHELDON WHITEHOUSE has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 09/04, 07/07, 04/14.
- 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.
- 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 5 times. They made 5 purchases worth up to $75,000 on 05/29, 05/23, 05/16, 05/13, 05/09 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $250,000 on 05/08 and 1 sale worth up to $1,000,000 on 05/12.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/16 and 0 sales.
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 432 times in the past 6 months. Of those trades, 0 have been purchases and 432 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 307 sales selling 5,175,000 shares for an estimated $896,698,746.
- 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 2,902 institutional investors add shares of NVIDIA stock to their portfolio, and 2,033 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
- 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
- CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939
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
- Rosenblatt issued a "Buy" rating on 09/23/2025
- DA Davidson issued a "Buy" rating on 09/23/2025
- Goldman Sachs issued a "Buy" 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:
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 10/09/2025
- 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
- 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.
