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#NVDA — Five Firms Downgrade Nvidia as Analysts Reassess Leadership and Valuation | ThinkSabio
Nov 12, 2026 · ThinkSabio Inc
Nvidia faced a wave of analyst rating changes, with five firms reportedly downgrading the stock within 24 hours. Several firms lowered their price targets, while two bullish analysts maintained positive ratings but reduced their expectations.
🔹 Key Highlights
Baird: Downgraded from Outperform to Neutral; price target cut from $500 to $200.
Bernstein: Downgraded from Outperform to Market Perform; target reduced from $400 to $200.
Oppenheimer: Downgraded from Outperform to Perform; price target removed.
William Blair: Downgraded from Outperform to Market Perform.
Evercore ISI: Downgraded from Outperform to In Line; target cut from $465 to $186.
Citi: Maintained Buy but reduced its target from $285 to $225.
Yorkville Ives: Maintained Outperform but cut its target from $300 to $225.
Dan Ives' View: The analyst reportedly estimated Nvidia at $300 per share with Jensen Huang as CEO, compared with $225 without him.
💡 Why It Matters
The cluster of downgrades signals a significant reassessment of Nvidia's valuation and leadership-related risks among some analysts. The contrasting price targets also show how sensitive valuations can be to assumptions about management continuity and future growth. These are analyst opinions, not changes to Nvidia's reported financial performance or guarantees of future share-price movement.
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