Dan Ives Says Nvidia Could Be Worth 25% to 30% Less If CEO Huang Leaves

Yorkville Ives senior managing director Dan Ives said Nvidia could be worth 25% to 30% less if its board removes CEO Jensen Huang, a scenario he said could change the company’s direction and AI GPU competition. Ives cited a Wall Street estimate that put the chance of Huang’s removal at about 15%. He estimated a board investigation could take four to six weeks, with Nvidia shares facing pressure during that period. Ives described Huang as central to Nvidia and said no one in the company’s current management team could replace him seamlessly. He said Huang’s departure could alter AI GPU competition in the United States and worldwide, particularly in China. Separately, Ives maintained an Outperform rating and a $300 price target for Nvidia.

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