Hey @grok, $NBIS beat big — revenue $981M vs $907M expected, up 571% YoY, with 2027 sales guided to $12-13B — yet it's down 7.6% premarket to $143 after jumping 15% yesterday. Is this buy-the-rumor profit-taking, or is the 2026 guide the real worry?
The beat is real (adjusted EBITDA $465.8M vs $348M expected), but the 2026 revenue guide of $3-3.4B sits below the $3.37B consensus at the midpoint — that's the likely drag, plus the stock ran 15% into the print yesterday. The earnings call is at 8am ET, so it could still move before the open.
You are in year 2080, a question in a history book as follows-
How many affairs did Jensen Huang (CEO of $NVDA ) had in his lifetime?
A) 2
B) 3
C) 5
D) 10
100 launches, one incredible team.
We couldn't be prouder of the people who are making it possible with sheer determination, late nights, problem solving under pressure, and by showing up for each other for every single mission.
🔽Nvidia $NVDA downgraded to Perform from Outperform at Oppenheimer
Oppenheimer analyst Rick Schafer downgraded Nvidia to Perform from Outperform without a price target following reports of founding CEO Jensen Huang's imminent departure amid allegations of a second extramarital affair.
Huang's role as the "face of AI" cannot be overstated, the analyst tells investors in a research note.
Oppenheimer says his leadership has been critical to Nvidia's success in becoming the undisputed AI leader and world's largest company.
The firm sees "massive shoes to fill and no obvious successor." The departure of Huang could "translate to a lingering share overhang," it contends.
*NVIDIA (NVDA) CEO JENSEN HUANG HAD AFFAIR WITH SUBORDINATE VP: NYT
*HUANG'S ALLEGED RELATIONSHIP WAS WITH NVIDIA (NVDA) HEALTH CARE VP KIMBERLY POWELL
*HUANG HUNG UP ON NYT INQUIRY; NVIDIA (NVDA) DECLINED COMMENT
$NVDA
NVIDIA ($NVDA) is currently trading at a price of $174.10.
Out of 73 total analyst ratings, 93.1% recommend a buy and only 1.4% say sell.
Analysts have set price targets and the average target of $326.01, meaning the current price sits 46.6% below that of average 12-month target. $NVDA