TechFlow News, November 12 — According to Jin10, as reports that Nvidia CEO Jensen Huang may leave the company continue to gain traction, several Wall Street analysts have warned that if Huang is forced to leave, Nvidia shares could fall 20% or even more.

Gene Munster, managing partner at Deepwater Asset Management, said that an abrupt management change at a founder-led company without a clear successor could trigger a roughly 20% share price correction. Jay Goldberg, an analyst at Seaport Research Partners, made a similar prediction.

Meanwhile, Baird downgraded Nvidia from Buy to Neutral and cut its price target from $500 to $200. Citi, Wells Fargo, and Mizuho Securities have also recently lowered their price targets.

However, some analysts believe Nvidia still has a solid business foundation and that, if the management transition is handled well, its long-term operations may not be materially affected.