Nvidia insiders have sold more than $1 billion in stock over the past 12 months, the Financial Times reported this weekend, as the semiconductor giant continues to ride historic gains driven by artificial intelligence demand.
Key Details:
-
Over 50% of insider sales occurred in June 2025, amid a fresh rally that sent Nvidia’s stock to record highs.
-
CEO Jensen Huang was among the sellers, offloading shares under a Rule 10b5-1 trading plan, which automates pre-scheduled sales.
-
Other insiders include board members Mark Stevens, Tench Coxe, and Brooke Seawell, as well as EVP Jay Puri.
-
The reported transactions represent a small fraction of Nvidia’s $3+ trillion market capitalization.
Stock Performance & AI Surge:
-
Nvidia (NASDAQ:NVDA) shares are up 14% year-to-date, and have nearly quadrupled in value since 2023.
-
The company has emerged as the most valuable publicly traded firm globally, thanks to dominance in AI accelerators and data center hardware.
-
Last week, shares hit an all-time high, supported by:
-
Strong Q2 revenue guidance
-
Continued enterprise and hyperscaler adoption of Nvidia’s AI stack
-
Optimism around Blackwell chips and inference-as-a-service strategy
-
Forward-Looking Statements:
-
CEO Jensen Huang maintains that AI demand remains structurally strong, particularly in cloud infrastructure, sovereign AI, and enterprise deployment.
-
Analysts expect Nvidia’s fiscal 2026 earnings to grow over 50%, reinforcing bullish sentiment even amid stretched valuation metrics.
Market Context:
While insider sales often raise eyebrows, financial experts caution that these transactions — especially pre-scheduled ones — do not necessarily signal a lack of confidence. In Nvidia’s case, massive stock price appreciation has created liquidity opportunities for long-time executives and early investors.
