NVIDIA Stock (NVDA) Opinions on Upcoming Earnings Report

Earnings Anticipation: Social media platforms are abuzz with optimism surrounding NVIDIA's upcoming quarterly earnings, expected to showcase explosive AI-driven growth exceeding 60% year-over-year. Traders point to unrelenting demand from hyperscalers like Meta and OpenAI, with projections for billions in revenue from Blackwell and Rubin chips fueling breakout expectations. The report, due mid-week, looms as a pivotal market catalyst amid broader tech sector pressures.

Technical and Partnership Momentum: Discussions highlight the stock's resilient basing around $185, rebounding from recent lows on news of massive GPU deployments and potential $30 billion investments. Enthusiasts eye upside to $250 if results surpass estimates, underscoring NVIDIA's dominance in AI infrastructure. However, cautions emerge over valuation stretches and competitive threats from AMD.

Valuation Concerns: While growth narratives dominate, skeptics warn of mean reversion risks at 30-plus times forward earnings, citing China tariffs and hyperscaler capex moderation. Support levels near $170 are scrutinized as key battlegrounds ahead of the print. Overall, the conversation blends bullish fervor with prudent risk awareness.

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 360 times in the past 6 months. Of those trades, 0 have been purchases and 360 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 215 sales selling 3,075,000 shares for an estimated $554,194,068.
• MARK A STEVENS has made 0 purchases and 5 sales selling 1,420,297 shares for an estimated $253,987,187.
• HARVEY C JONES has made 0 purchases and 2 sales selling 500,000 shares for an estimated $88,387,150.
• AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 4 sales selling 400,000 shares for an estimated $73,570,779.
• 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.
• 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
• STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
• 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 24 times in the past 6 months. Of those trades, 11 have been purchases and 13 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

• 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 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 JOHN MCGUIRE purchased up to $15,000 on 01/30.
• 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 4 times. They made 0 purchases and 4 sales worth up to $130,000 on 01/09, 10/20, 09/04.
• 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 3 times. They made 3 purchases worth up to $400,000 on 10/30, 09/03 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 2,553 institutional investors add shares of NVIDIA stock to their portfolio, and 2,598 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 28 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
• Truist Securities issued a "Buy" rating on 12/29/2025
• Stifel issued a "Buy" rating on 12/29/2025
• Baird issued a "Outperform" rating on 12/26/2025
• Bernstein issued a "Outperform" 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 $265.0.

Here are some recent targets:

• N. Quinn Bolton from Needham set a target price of $240.0 on 02/18/2026
• Blayne Curtis from Jefferies set a target price of $275.0 on 01/16/2026
• Srini Pajjuri from RBC Capital set a target price of $240.0 on 01/15/2026
• Vijay Rakesh from Mizuho set a target price of $275.0 on 01/09/2026
• William Stein from Truist Securities set a target price of $275.0 on 12/29/2025
• Ruben Roy from Stifel set a target price of $250.0 on 12/29/2025
• Tristan Gerra from Baird set a target price of $275.0 on 12/26/2025

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.