Nvidia (NVDA) continues to dominate headlines in 2025, with its stock price buoyed by strong AI demand, record market valuation, and a wave of insider selling. Investors are closely watching how these contrasting trends will shape the company’s next chapter.
Nvidia benefits from European AI factory surge
The European Commission’s $23 billion commitment to build AI gigafactories across 16 EU nations could significantly boost Nvidia’s bottom line. The initiative will purchase over 3 million AI processors, and since Nvidia controls a commanding 70% to 95% share of the AI accelerator market, it stands to gain the most.
Stock forecast: Strong upside despite volatility
- Current price: $157.71
- Average analyst target: $176.73 (+12.06%)
- High target: $372.87
- Low target: $100.00
GuruFocus estimates Nvidia’s GF Value at $274.32, signaling a potential 73.94% upside over the current price. The company is rated as “Outperform” by 65 brokerage firms, with an average rating of 1.8 (on a scale where 1 = Strong Buy).
Insider selling tops $1 billion—what it means
June 2025 saw Nvidia insiders sell over $557 million in shares, marking a 12-month total of $1 billion in sell-offs. CEO Jensen Huang initiated a sale plan in March 2025 that may total 6 million shares worth around $900 million by year-end.
- Board member Mark Stevens: Plans to sell 4 million shares (~$550M)
- EVP Jay Puri: Sold ~$25M
- Board members Tench Coxe & Brooke Seawell: Sold ~$191M collectively
Despite these transactions, Nvidia’s $3.8 trillion market cap remains largely unaffected.
Why Wall Street isn’t worried
Most insiders linked their sales to pre-arranged 10b5-1 trading plans, not to concerns about the company’s performance. Nvidia continues to thrive:
- AI chip market share: Estimated at 95%
- New Blackwell chips: Full rollout starting July
- Year-to-date stock gain: 17.5% in 2025
- Target market cap: Expected to hit $4 trillion
What happens next?
With strong institutional support, accelerating AI infrastructure investments, and new product rollouts, Nvidia remains a tech titan to watch. Investors should weigh the timing of insider selling against macro-level growth trends.