Rep. Daniel Meuser Sells Off Shares of NVIDIA Corporation (NASDAQ:NVDA)

Representative Daniel Meuser (R-Pennsylvania) recently sold shares of NVIDIA Corporation (NASDAQ:NVDA). In a filing disclosed on February 17th, the Representative disclosed that they had sold between $1,001 and $15,000 in NVIDIA stock on January 30th. The trade occurred in the Representative’s “SCHWAB BROKERAGE ACCOUNT” account.

NVIDIA Stock Up 1.6%

NVDA opened at $187.98 on Thursday. The business has a 50-day moving average of $184.76 and a two-hundred day moving average of $183.49. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The stock has a market capitalization of $4.57 trillion, a price-to-earnings ratio of 46.65, a price-to-earnings-growth ratio of 0.57 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion for the quarter, compared to analysts’ expectations of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. NVIDIA’s revenue was up 62.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.81 earnings per share. On average, research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Meta’s expanded multiyear commitment to buy millions of NVIDIA GPUs, upcoming Rubin GPUs and Vera CPUs — plus networking — is the biggest near‑term demand signal for NVDA and supports revenue visibility across several years. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Large deployments and partnerships beyond Meta — including India deals and Yotta’s $2B Blackwell‑based AI hub — signal broader global enterprise demand for NVIDIA’s Blackwell/Rubin platforms. India’s Yotta to build $2 billion AI hub with Nvidia’s Blackwell chips
• Positive Sentiment: Sell‑side and boutique analysts remain constructive (RBC, Needham, Citi commentary, and reported price targets well above current levels), which supports buy‑the‑dip flows into NVDA ahead of earnings.
• Neutral Sentiment: NVIDIA’s Q4 earnings report (Feb. 25) is the key upcoming catalyst — the Meta deal improves revenue visibility, but consensus expects big numbers, so execution will matter. (Analyst previews flag both upside and a “high‑expectations” risk.)
• Neutral Sentiment: NVIDIA’s 13F filing shows strategic equity moves (large stakes in Intel and Synopsys; sales of smaller neocloud/AI positions). That signals balance‑sheet/partnering strategy rather than core demand change; investors interpret it as strategic alignment with CPU and EDA partners.
• Negative Sentiment: Institutional selling and portfolio rebalances created headwinds: SoftBank and some hedge funds reduced or exited NVDA stakes in Q4, and Appaloosa trimmed exposure — these flows can cap near‑term upside. Softbank Group dissolves share stake in Nvidia
• Negative Sentiment: Expectations are very high: several pieces warn that even a “record beat” may not be enough to lift the stock if forward guidance disappoints — making NVDA vulnerable to an earnings‑driven pullback after Feb. 25. Prediction: Nvidia Stock Will Drop After Feb. 25

Hedge Funds Weigh In On NVIDIA

A number of hedge funds have recently modified their holdings of the stock. Brighton Jones LLC grew its stake in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG lifted its position in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after buying an additional 22,929 shares during the period. Highview Capital Management LLC DE boosted its stake in NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC grew its position in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after acquiring an additional 11,900 shares during the period. Finally, Wealth Group Ltd. raised its stake in NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on NVDA shares. Evercore reissued an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Jefferies Financial Group reissued a “buy” rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $240.00 target price (up previously from $210.00) on shares of NVIDIA in a report on Friday, October 31st. Citic Securities boosted their price target on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Finally, Stifel Nicolaus set a $250.00 price target on NVIDIA in a research report on Thursday, January 8th. Four analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $264.20.

Insider Transactions at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the sale, the director owned 7,049,803 shares in the company, valued at approximately $1,281,160,699.19. The trade was a 4.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Debora Shoquist sold 80,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $178.90, for a total value of $14,312,000.00. Following the transaction, the executive vice president owned 1,494,443 shares of the company’s stock, valued at $267,355,852.70. The trade was a 5.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,611,474 shares of company stock valued at $291,731,692. 4.17% of the stock is owned by company insiders.

About Representative Meuser

Dan Meuser (Republican Party) is a member of the U.S. House, representing Pennsylvania’s 9th Congressional District. He assumed office on January 3, 2019. His current term ends on January 3, 2027.

Meuser (Republican Party) is running for re-election to the U.S. House to represent Pennsylvania’s 9th Congressional District. He declared candidacy for the 2026 election.

On October 22, 2023, Meuser announced he was running to replace Kevin McCarthy (R) as speaker of the U.S. House in the 118th Congress. On October 23, Meuser withdrew from the race.

Prior to joining Congress, Meuser served as the head of the Pennsylvania Department of Revenue from 2011 to 2015 under Gov. Tom Corbett (R). He also worked as the President of Pride Mobility Corporation, a motorized wheelchair manufacturer.

NVIDIA Company Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.