Nvidia CEO Jensen Huang Sells $37 Million in Shares Under 10b5-1 Plan.

Nvidia CEO Jensen Huang has sold 225,000 shares worth $37 million under a 10b5-1 plan adopted in March. Since early 2025, he has offloaded 1.2 million shares, generating $190 million in proceeds. The sale has raised questions, but Nvidia's leadership maintains that such plans are structured in advance. The company anticipates restarting deliveries of its H20 GPU to China soon, following assurances from US regulators.

Nvidia (NASDAQ:NVDA) CEO Jensen Huang has sold 225,000 shares worth approximately $37.6 million under a 10b5-1 trading plan adopted in March. This sale, which occurred between July 11 and 15, comes as Nvidia's stock hit fresh highs, reaching a 52-week high of $172.40 [1]. The transactions represent less than one percent of Huang's total stake of roughly 858 million shares, according to a Form 4 filed with the SEC.

The sale coincides with Nvidia's recent rally, driven by the lifting of a chip export ban to China. This development pushed Nvidia past a $4 trillion market cap, overtaking Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL) in value. While insider selling during a rally can raise eyebrows, Huang's continued substantial holding of over 99% of his position underscores his alignment with Nvidia's future [1].

Nvidia's financial performance remains robust. The company reported $44.1 billion in quarterly revenue, representing a 69% year-over-year growth, with second-quarter guidance of $45 billion. The chip maker continues to strengthen its dominance in AI through strategic partnerships that expand its addressable market beyond data centers into enterprise computing and industrial robotics [2].

Moreover, Nvidia has filed for export licenses to resume shipments of its H20 GPUs to China. The company is working with the U.S. government to obtain the necessary approvals, expecting to start deliveries soon. This move comes after Nvidia's CEO, Jensen Huang, met with U.S. President Donald Trump to discuss the company's operations in China [3]. The H20 GPU was previously banned by the Trump administration in April due to national security concerns.

The recent developments highlight Nvidia's strategic positioning in the AI and semiconductor markets. Despite the insider sales, investors should not interpret Huang's routine stock sales as a bearish signal. The company's fundamental strength in powering the AI revolution remains intact. The average target price for NVDA stock is $177.40, indicating upside potential of almost 8% from current levels [2].

References:
[1] https://finance.yahoo.com/news/nvidias-rally-meets-ceo-stock-143514488.html
[2] https://www.barchart.com/story/news/33404697/jensen-huang-is-selling-more-nvidia-stock-should-you
[3] https://www.ainvest.com/news/nvidia-seeks-export-licenses-china-resumes-h20-gpu-shipments-2507-53/