Earnings Beat Sparks Debate: NVIDIA's recent quarterly results showed record revenue of $68.1 billion, surpassing expectations, with guidance for $78 billion next quarter well above consensus. Social media buzz highlights the stock's subsequent 5.5% drop as a potential buying opportunity, with many pointing to forward P/E ratios around 22x amid robust growth projections.
Capex Outlook Concerns: Discussions question if big tech spending on AI infrastructure has peaked, yet management counters with expanding demand from agentic AI, sovereign initiatives, and robotics. Posters emphasize sustained hyperscaler investments accelerating revenue, dismissing capex cliff fears.
Long-Term AI Dominance: Enthusiasm builds around Blackwell architecture ramp-up and upcoming GTC conference revelations on Rubin platform. Investments like $4 billion in photonics underscore commitment to AI leadership, with sentiment leaning toward multi-year growth despite short-term volatility warnings.
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 336 times in the past 6 months. Of those trades, 0 have been purchases and 336 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 193 sales selling 2,700,000 shares for an estimated $490,298,183.
- 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.
- 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.
- 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 22 times in the past 6 months. Of those trades, 10 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 01/30.
- 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 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 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 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 01/09, 10/20.
- 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 2 times. They made 2 purchases worth up to $300,000 on 10/30 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 2,563 institutional investors add shares of NVIDIA stock to their portfolio, and 2,596 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 27 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
- 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
- B of A Securities issued a "Buy" 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 $275.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $360.0 on 03/05/2026
- Matt Bryson from Wedbush set a target price of $300.0 on 03/03/2026
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 02/26/2026
- Vivek Arya from B of A Securities set a target price of $300.0 on 02/26/2026
- Cody Acree from Benchmark set a target price of $250.0 on 02/26/2026
- William Stein from Truist Securities set a target price of $283.0 on 02/26/2026
- N. Quinn Bolton from Needham set a target price of $240.0 on 02/26/2026
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.
