Seeking Alpha
11 Nov 2026, 14:38 UTC · 1h ago
Nvidia Earnings Preview: Ignore The Tabloid Headlines And Focus On The Data
Impact · against what's priced in
The article provides a bearish valuation perspective on Nvidia, but offers no new data that changes current price assumptions. The warnings regarding margin erosion and valuation gaps are already reflected in the market's refusal to pay for the most bullish growth projections.
- NVDA−0.05
Already priced in
- The price assumes
Sustained free-cash-flow margins near 44.8%
The author's model of gross margins declining from 75% to 53% by FY2037 reinforces the market's cautious posture, which already refuses to price in the most aggressive long-term revenue projections.
What NVDA's price assumes · Sep 1
