Market Scale: Social media commentary has focused on NVIDIA surpassing the total market capitalization of every listed company in Taiwan and India combined. Observers note this reflects the company's dominant position in artificial intelligence infrastructure. The scale continues to draw attention amid broader sector comparisons.
Earnings Outlook: Discussions ahead of the upcoming report highlighted a brief intraday pullback near 215 dollars that found quick support. Market participants described the move as a technical reset rather than a shift in underlying demand. Short-term targets around 222 dollars have been referenced in recent analysis.
Executive Thesis: Jensen Huang's statement linking compute directly to revenue has fueled conversations about NVIDIA's potential to triple under that framework. This perspective underpins much of the positive sentiment surrounding the stock at current levels. Broader AI spending trends remain central to the dialogue.
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 139 times in the past 6 months. Of those trades, 0 have been purchases and 139 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- 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.
- MARK A STEVENS has made 0 purchases and 4 sales selling 794,182 shares for an estimated $142,193,969.
- DEBORA SHOQUIST (EVP, Operations) has made 0 purchases and 20 sales selling 309,840 shares for an estimated $56,186,171.
- HARVEY C JONES sold 250,000 shares for an estimated $44,333,450
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 84 sales selling 208,430 shares for an estimated $37,132,313.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 16 sales selling 109,986 shares for an estimated $20,556,412.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 19,000 shares for an estimated $3,357,549.
- A BROOKE SEAWELL sold 12,728 shares for an estimated $2,341,117
- JOHN DABIRI sold 3,004 shares for an estimated $555,439
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 21 times in the past 6 months. Of those trades, 7 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 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 6 times. They made 2 purchases worth up to $30,000 on 03/13, 01/30 and 4 sales worth up to $95,000 on 04/14, 03/25, 12/24, 12/19.
- 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 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 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/09.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
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 2,917 institutional investors add shares of NVIDIA stock to their portfolio, and 2,623 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 11 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
- Stifel issued a "Buy" rating on 12/29/2025
- Truist Securities issued a "Buy" rating on 12/29/2025
- 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 26 analysts offer price targets for $NVDA in the last 6 months, with a median target of $303.5.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $280.0 on 05/21/2026
- Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
- Cody Acree from Benchmark set a target price of $335.0 on 05/21/2026
- Vivek Arya from B of A Securities set a target price of $350.0 on 05/21/2026
- Tristan Gerra from Baird set a target price of $500.0 on 05/21/2026
- Blayne Curtis from Jefferies set a target price of $300.0 on 05/21/2026
- Joseph Moore from Morgan Stanley set a target price of $288.0 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.
