Nvidia Director Nets $221M in Sales as Company Targets $1 Trillion Revenue Milestone
05.06.2026 - 17:46:33 | boerse-global.de
While Nvidia’s boardroom members are trimming their personal stakes, the company itself is betting bigger than ever on artificial intelligence. Mark A. Stevens, a director since the early days of the graphics-chip pioneer, unloaded one million shares between June 2 and June 4, pocketing roughly $221 million through a series of trust sales at weighted averages between $217.66 and $222.38 per share. He also gifted 307,500 shares to an unnamed institution. Even after the move, Stevens still controls more than 32 million shares through direct holdings and two family trusts — a position that leaves him with plenty of skin in the game.
The insider activity comes at a moment when Nvidia’s financial engine is producing numbers that would have seemed science fiction a few years ago. For the first quarter of fiscal 2027, the company posted $81.62 billion in revenue, a year-over-year leap of 85.2%. Earnings per share of $1.87 beat analyst estimates, and management has guided for $91 billion in the current quarter. The sheer scale of those figures has done little to quiet the skeptics, but the sell-side remains firmly in Nvidia’s corner. Morgan Stanley’s Joseph Moore reaffirmed an "Overweight" rating with a $288 price target after the Computex 2026 trade show, pointing to the company’s new central-processing-unit business as the next growth lever.
That CPU push is anchored by the ARM?based Vera chip, which Nvidia claims significantly outperforms rival processors. Vera is baked into the upcoming Vera?Rubin data?center platform, a piece of the broader strategy Jensen Huang laid out at the spring GTC conference. The CEO said Nvidia could generate at least $1 trillion in revenue from AI chips alone by 2027, powered by hyperscaler infrastructure budgets that are already being allocated. For context, the entire semiconductor market is expected to grow 18% to nearly $917 billion in 2026, with the trillion?dollar threshold forecast for 2027, driven largely by rising average selling prices and sustained AI investment.
Should investors sell immediately? Or is it worth buying Nvidia?
Nvidia’s dominance in AI accelerators is the foundation of that ambition. The company commands between 85% and 92% of the market, a grip held not just by silicon but by the CUDA software ecosystem, networking gear, and enterprise AI platforms. Yet the very customers that fuel that growth are increasingly building their own alternatives. Cloud providers’ share of the AI?chip market rose to nearly 21% in 2025 and is expected to hit 28% in 2026. The trend is no longer a footnote: Nvidia’s largest clients are becoming its competitors.
The next near?term test for the stock is political. On June 11, the U.S. Senate will hold a hearing on export controls for AI chips to China, a development that could directly affect Nvidia’s Blackwell product shipments. At the same time, the company is set to pay its increased quarterly dividend of $0.25 per share on June 26, with the ex?dividend date already behind it on June 4. The two events — one a potential headwind, the other a rewarding token for shareholders — could push the shares in different directions over the coming weeks.
Technically, the stock has pulled back roughly 9% from its 52?week high, set in May, and recently traded around €184.66. It remains comfortably above both its 50?day and 200?day moving averages — by about 4% and 13%, respectively. On a 12?month view, the shares are up nearly 50%, though year?to?date the gain is closer to 15%. The modest daily swings that now barely register with most investors are a sign of how dramatically Nvidia’s profile has shifted. The real story, as both the $221 million insider sale and the $1 trillion revenue target suggest, is being written over years, not trading sessions.
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