Analyst warns: If Jensen Huang steps down, Nvidia’s valuation could shrink by nearly 30%!
On November 10, veteran tech analyst Dan Ives warned that if Jensen Huang were forced to leave his position as CEO, Nvidia’s enterprise and stock value could fall by 25% to 30%.
The reason is straightforward: Huang is not only Nvidia’s founder, but also the central figure behind the company’s AI strategy, technology roadmap, and competitiveness in the global GPU market.
What’s truly worth watching in this situation is the Key Man Risk behind Nvidia.
At present, the market does not view Huang stepping down as the most likely scenario. Polymarket puts the implied probability of his departure by year-end at around 14%.
But this raises a question for investors: Without Huang, would Nvidia still be the Nvidia we know today?
Nvidia’s fundamentals have not yet deteriorated to a corresponding degree. Goldman Sachs maintains its Buy rating and $300 price target, and is optimistic about the upcoming earnings report.
$NVDA
On November 10, veteran tech analyst Dan Ives warned that if Jensen Huang were forced to leave his position as CEO, Nvidia’s enterprise and stock value could fall by 25% to 30%.
The reason is straightforward: Huang is not only Nvidia’s founder, but also the central figure behind the company’s AI strategy, technology roadmap, and competitiveness in the global GPU market.
What’s truly worth watching in this situation is the Key Man Risk behind Nvidia.
At present, the market does not view Huang stepping down as the most likely scenario. Polymarket puts the implied probability of his departure by year-end at around 14%.
But this raises a question for investors: Without Huang, would Nvidia still be the Nvidia we know today?
Nvidia’s fundamentals have not yet deteriorated to a corresponding degree. Goldman Sachs maintains its Buy rating and $300 price target, and is optimistic about the upcoming earnings report.
$NVDA
