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Wall Street analysts warn: If Jensen Huang were to suddenly step down, Nvidia's stock could fall by 20% or more.

Nov 12, 10:33

On November 12, according to Jin10, as rumors regarding NVIDIA CEO Jensen Huang potentially stepping down continue to circulate, multiple Wall Street analysts have warned that if Huang is forced to leave the company, its stock could face a drop of 20% or more.

Gene Munster, managing partner at Deepwater Asset Management, stated that for a founder-led company lacking a clear successor, a sudden leadership change could trigger a stock price correction of approximately 20%. Jay Goldberg, an analyst at Seaport Research Partners, offered a similar forecast.

Meanwhile, Baird has downgraded NVIDIA from Buy to Neutral, reducing its target price from $500 to $200. Citigroup, Wells Fargo, and Mizuho Securities have also recently lowered their target prices.

However, some analysts maintain that NVIDIA retains a solid business foundation, and with proper management succession arrangements, its long-term operations are unlikely to suffer substantial impact.

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