NVIDIA (NASDAQ:NVDA) Stock Sold Off Rep. Gilbert Ray Cisneros, Jr.

Key Points

• Rep. Gilbert Ray Cisneros Jr. sold between $1,001 and $15,000 of NVIDIA shares on August 18, according to a congressional disclosure. He also made several other stock trades, including purchases of Quanta Services, Eaton, Walmart and Goldman Sachs.
• NVIDIA reported strong quarterly results, with revenue of $96.22 billion, up 105.9% year over year, and EPS of $2.22, exceeding analyst expectations. The company also authorized an $80 billion share-repurchase program and declared a quarterly dividend of $0.25 per share.
• Analyst sentiment remains bullish, with a consensus “Buy” rating and an average price target of $324.34, but substantial insider selling, valuation concerns and potential regulatory scrutiny present risks for investors.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of NVIDIA Corporation (NASDAQ:NVDA). In a filing disclosed on September 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in NVIDIA stock on August 18th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of DoorDash NASDAQ: DASH on 8/28/2026.
• Purchased $15,001 - $50,000 in shares of Quanta Services NYSE: PWR on 8/27/2026.
• Purchased $15,001 - $50,000 in shares of Eaton NYSE: ETN on 8/27/2026.
• Sold $15,001 - $50,000 in shares of NIKE NYSE: NKE on 8/27/2026.
• Sold $1,001 - $15,000 in shares of Phreesia NYSE: PHR on 8/26/2026.
• Purchased $1,001 - $15,000 in shares of Wheaton Precious Metals NYSE: WPM on 8/26/2026.
• Purchased $1,001 - $15,000 in shares of Walmart NASDAQ: WMT on 8/26/2026.
• Purchased $1,001 - $15,000 in shares of The Goldman Sachs Group NYSE: GS on 8/26/2026.
• Sold $15,001 - $50,000 in shares of Lamar Advertising NASDAQ: LAMR on 8/25/2026.
• Sold $1,001 - $15,000 in shares of Phreesia NYSE: PHR on 8/25/2026.

NVIDIA Trading Down 0.0%

NVDA opened at $218.29 on Friday. The company has a fifty day moving average price of $213.29 and a two-hundred day moving average price of $203.33. NVIDIA Corporation has a 1-year low of $164.27 and a 1-year high of $236.54. The company has a market cap of $5.26 trillion, a P/E ratio of 27.60, a price-to-earnings-growth ratio of 1.71 and a beta of 2.22. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion for the quarter, compared to analysts' expectations of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business's revenue was up 105.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.05 EPS. Analysts predict that NVIDIA Corporation will post 9.12 EPS for the current fiscal year.

NVIDIA announced that its board has authorized a stock repurchase plan on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company's management believes its stock is undervalued.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Thursday, September 10th. NVIDIA's dividend payout ratio (DPR) is presently 12.64%.

Institutional Trading of NVIDIA

A number of large investors have recently added to or reduced their stakes in the stock. Boyd Wealth Management LLC boosted its stake in shares of NVIDIA by 273.4% in the 2nd quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker's stock worth $1,830,000 after buying an additional 6,696 shares during the last quarter. Diversified Enterprises LLC increased its position in NVIDIA by 44.2% during the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker's stock valued at $23,798,000 after acquiring an additional 39,129 shares during the last quarter. Altshuler Shaham Ltd lifted its holdings in NVIDIA by 6,451.9% in the first quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker's stock valued at $111,134,000 after acquiring an additional 627,510 shares during the period. ASR Vermogensbeheer N.V. boosted its position in NVIDIA by 1.8% in the fourth quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker's stock worth $591,086,000 after purchasing an additional 54,877 shares during the last quarter. Finally, Storen Legacy Partners LLC purchased a new position in NVIDIA in the fourth quarter worth about $1,350,000. Hedge funds and other institutional investors own 65.27% of the company's stock.

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Timothy S. Teter sold 30,000 shares of the business's stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company's stock, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the business's stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $231.62, for a total value of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares of the company's stock, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 2,585,740 shares of company stock valued at $571,015,527. Corporate insiders own 3.94% of the company's stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analyst upgrade and growth outlook: Piper Sandler upgraded NVIDIA to “strong buy,” while CEO Jensen Huang reiterated expectations for roughly 70% revenue growth next year and a potential $3 trillion–$4 trillion AI market by 2030. Erste Group also raised its FY2027 EPS estimate to $9.23 from $9.00. NVIDIA analyst upgrade Jensen Huang growth outlook
• Positive Sentiment: Evidence of sustained chip demand: TSMC reported August revenue growth of 53.3% year over year, signaling continued orders for AI accelerators and advanced packaging. The data supports NVIDIA’s view that hyperscaler and enterprise AI infrastructure spending remains strong. TSMC August revenue
• Positive Sentiment: Infrastructure expansion and partnerships: NVIDIA is working with Australian cloud and data-center companies on up to 2 gigawatts of AI-factory capacity by 2027. Its collaborations with Palantir on sovereign AI supply chains and d-Matrix on chip-linking technology further expand the CUDA-based ecosystem and potential future demand. NVIDIA Australia AI infrastructure d-Matrix partnership
• Neutral Sentiment: Valuation remains the central debate: Investors are weighing NVIDIA’s exceptional growth, profitability and AI leadership against a very high market capitalization and the possibility that optimistic forecasts are already reflected in the stock. Analysts continue to compare NVIDIA with Broadcom and AMD as custom silicon competition develops. NVIDIA valuation debate
• Negative Sentiment: Regulatory and sentiment risks: The Justice Department is reportedly examining NVIDIA’s licensing arrangement with Groq for possible antitrust concerns. In addition, insiders have reported substantial selling with no purchases in the past six months, while higher oil prices and Treasury yields have pressured high-growth technology shares. DOJ Groq investigation NVIDIA insider sales

Wall Street Analyst Weigh In

NVDA has been the subject of several recent analyst reports. Craig Hallum upped their target price on shares of NVIDIA from $245.00 to $275.00 and gave the stock a "buy" rating in a research note on Thursday, May 21st. President Capital boosted their price target on shares of NVIDIA from $295.00 to $330.00 in a report on Thursday, August 27th. Piper Sandler started coverage on shares of NVIDIA in a research report on Wednesday. They issued an "overweight" rating and a $300.00 price objective for the company. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of NVIDIA in a research note on Monday, August 31st. Finally, Morgan Stanley set a $300.00 target price on NVIDIA and gave the stock an "overweight" rating in a research note on Thursday, August 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus target price of $324.34.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California's 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California's 31st Congressional District. He declared candidacy for the 2026 election. Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor's degree in political science from George Washington University in 1994, a master's in business administration from Regis University in 2002, and a master's degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About NVIDIA

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company's offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

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