AI Partnerships in Focus: NVIDIA (NVDA) has been a hot topic on X recently, with much of the discussion revolving around its strategic partnerships and innovations in AI. Posts on the platform highlight excitement over collaborations like the one with EY for a physical AI platform and an expanded partnership with Synopsys. Users seem captivated by NVIDIA’s leadership in AI infrastructure, with some predicting further stock gains.
Export Policy Concerns: Another major thread on X centers on U.S. export policies for NVIDIA’s AI chips, especially to regions like China. Many express concern about potential revenue impacts from tightening curbs, while others note recent stock volatility linked to these geopolitical tensions. The debate remains heated as some speculate on long-term risks to NVIDIA’s growth.
Market Sentiment Shifts: Discussions also touch on competitive pressures and market dynamics, with some users on X pointing to rival chip developments as a possible threat. There’s a mix of optimism about NVIDIA’s current position as an AI leader and caution over short-term challenges like margin pressures. The stock’s recent price movements are frequently debated, reflecting a complex outlook.
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 523 times in the past 6 months. Of those trades, 0 have been purchases and 523 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 377 sales selling 6,000,000 shares for an estimated $1,048,586,164.
- MARK A STEVENS has made 0 purchases and 5 sales selling 1,646,045 shares for an estimated $265,728,583.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- A BROOKE SEAWELL has made 0 purchases and 54 sales selling 783,250 shares for an estimated $122,339,875.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 72 sales selling 291,570 shares for an estimated $51,383,377.
- HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
- 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
- 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 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 55 times in the past 6 months. Of those trades, 48 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 LISA C. MCCLAIN has traded it 7 times. They made 4 purchases worth up to $95,000 on 10/30, 06/17, 06/11, 06/09 and 3 sales worth up to $115,000 on 10/31, 10/30, 06/10.
- REPRESENTATIVE CLEO FIELDS has traded it 39 times. They made 39 purchases worth up to $11,500,000 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, 06/09 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/09 and 1 sale worth 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 2,611 institutional investors add shares of NVIDIA stock to their portfolio, and 2,488 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 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/01/2025
- Wedbush issued a "Outperform" rating on 11/20/2025
- Bernstein issued a "Outperform" rating on 11/20/2025
- Benchmark issued a "Buy" rating on 11/20/2025
- Needham issued a "Buy" rating on 11/20/2025
- Melius Research issued a "Buy" rating on 11/20/2025
- Rosenblatt 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 34 analysts offer price targets for $NVDA in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $250.0 on 12/01/2025
- Atif Malik from Citigroup set a target price of $270.0 on 11/20/2025
- Stacy Rasgon from Bernstein set a target price of $275.0 on 11/20/2025
- Tom O'Malley from Barclays set a target price of $275.0 on 11/20/2025
- Blayne Curtis from Jefferies set a target price of $250.0 on 11/20/2025
- Kevin Cassidy from Rosenblatt set a target price of $245.0 on 11/20/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 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.
