Yorkville Ives said Nvidia's price target would fall about 25%, from $300 to $225 per share, if Jensen Huang stepped down as CEO. According to Sina Finance, Dan Ives, a former Wedbush Securities analyst who founded Yorkville Ives, and other analysts wrote that the Jensen Huang of the past no longer exists in the eyes of the public, customers and tech industry; as more news emerged, the board quickly realized the situation was worsening by the day.

They added that key questions include who will succeed Huang, what the strategy roadmap will be during the transition, whether there will be personnel changes on the board, and how the company will respond to government investigations.

The analysts said the company and its industry-leading GPU technology would continue to move forward, and that this would not change Nvidia's deeply entrenched position in the AI revolution's chip arms race.