Seeking Alpha
13 Oct 2026, 13:36 UTC · 1h ago
Nvidia: The Buyback Is The Opportunity
Impact · against what's priced in
The record $235B buyback program is a significant catalyst for Nvidia as it vastly exceeds the $80B program the market has already priced in. Other news, including the Hugging Face acquisition and prolonged supply constraints, largely confirms assumptions already reflected in current valuations.
- NVDA+0.40
Challenges what's priced in
- The price assumes
An $80 billion share repurchase authorization
The market currently assumes an $80 billion buyback, but the new $235 billion program is nearly three times larger, providing a substantial new tailwind for shareholder returns.
What NVDA's price assumes · Sep 1
