China Restrictions Impact: Recent discussions on social media have centered on NVIDIA's challenges with new restrictions on its H200 AI chip sales to China. Many users are expressing concern over the potential revenue hit, with some noting a dip in stock price following the news. This has sparked debates about the broader implications for the company's growth in key markets.
AI Demand and Valuation: Another hot topic is the mixed reaction to strong AI demand signals, like robust earnings from related firms, yet NVIDIA's stock remains relatively flat. Some on social media argue that positive developments are already reflected in the price, raising questions about future catalysts. The conversation reflects uncertainty about whether current valuations match the hype.
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 433 times in the past 6 months. Of those trades, 0 have been purchases and 433 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 310 sales selling 4,725,000 shares for an estimated $846,183,183.
- 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.
- 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 75 sales selling 243,920 shares for an estimated $44,953,040.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 3 sales selling 200,000 shares for an estimated $37,563,619.
- 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 34 times in the past 6 months. Of those trades, 27 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 GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $65,000 on 11/18, 10/17 and 2 sales worth up to $65,000 on 12/24, 12/19.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 11/21.
- 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 21 times. They made 21 purchases worth up to $3,600,000 on 10/30, 09/03, 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17 and 0 sales.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 10/20, 09/04.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,525 institutional investors add shares of NVIDIA stock to their portfolio, and 2,382 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
- 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 added 26,032,415 shares (+5.6%) to their portfolio in Q3 2025, for an estimated $4,857,127,990
- 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
- DANSKE BANK A/S removed 18,086,339 shares (-96.9%) from their portfolio in Q3 2025, for an estimated $3,374,549,130
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 32 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- B of A Securities issued a "Buy" rating on 12/26/2025
- 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 35 analysts offer price targets for $NVDA in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- 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
- Ruben Roy from Stifel set a target price of $250.0 on 12/29/2025
- William Stein from Truist Securities set a target price of $275.0 on 12/29/2025
- Tristan Gerra from Baird set a target price of $275.0 on 12/26/2025
- Vivek Arya from B of A Securities set a target price of $275.0 on 12/26/2025
- Stacy Rasgon from Bernstein 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.
