By GuruFocus News
Publication Date: 2026-09-26 15:55:00
On September 26, 2026, Nvidia Corp NVDA saw significant insider selling activity as director Mark Stevens divested 1.37 million shares at $219.73 each, totaling approximately $300.15 million. This sale represented 4.73% of his holdings, leaving him with 27.53 million shares. Insider transactions across other major tech firms such as Oracle, CrowdStrike, and Salesforce also highlighted a broader trend of executive share sales in the technology sector.
- GF Value™ indicates NVDA is trading at $225.07, about 43.2% below its intrinsic value estimate of $396.54, suggesting undervaluation.
- GF Score™ stands at an impressive 96/100, reflecting strong overall company quality.
- Insider activity shows no insider buying in the past 12 months and insider selling totaling $2.2 billion, signaling cautious sentiment from company insiders.
What’s Behind the News?
The recent insider sale by Nvidia director Mark Stevens is a notable event given the size and timing. Selling 1.37 million shares worth roughly $300 million is a substantial transaction that may reflect personal portfolio diversification or other strategic financial decisions. This sale is part of a broader pattern of insider selling within Nvidia, where six insider selling transactions occurred in the past three months with no insider purchases reported. This insider selling trend is mirrored across other large technology companies, suggesting executives may be capitalizing on recent stock price gains or adjusting exposure amid…
