Nvidia earnings preview: what to expect as Kress faces first test without Huang

Impact · against what's priced in

The sudden resignation of Jensen Huang introduces significant leadership risk that challenges the stability of the execution narrative, though the core financial targets remain unchanged. While the market already accounts for near-term growth, the risk that customers may delay orders without Huang's roadmap credibility could lead to further multiple compression.

NVDA−0.50

Not in the price yet

The price assumes

The $1 trillion Blackwell/Rubin cumulative revenue projection through 2027