Short Answer

Jensen Huang's net worth is not expected to exceed $145 billion by November 16, 2026, following his resignation as Nvidia CEO due to scandal and Bloomberg's latest estimate of $138 billion. The market prices this outcome at 43.0%.

1. Market Behavior & Drivers

Market volatility has been driven by a personal scandal affecting Jensen Huang and its subsequent impact on Nvidia's stock price and his role at the company. The largest single-day move was a 31-point spike on November 12, which the provided context attributes to viral social media coverage of Huang's affairs and speculation about a potential divorce under California community property laws. This sharp rise followed a 24-point drop the day prior, which coincided with reports that the scandal was negatively affecting Nvidia's stock.
The period of volatility began with an 18-point spike on November 9 after a news report estimated Huang's net worth at $154.4 billion. A similar rise occurred on November 10 as his net worth recovered to $155.2 billion following the initial breaking news. The most recent major event was a 26-point price drop on November 13, driven by widespread reports of Huang's resignation as CEO and from the Nvidia board. Current estimates of his net worth range from $138 billion to $145 billion across different publications, straddling the likely $145 billion resolution threshold and reflecting the market's ongoing uncertainty.
  • Jensen Huang's net worth appears unlikely to exceed $145 billion after his CEO resignation.
  • Achieving thresholds above $150 billion is improbable due to recent analyst target cuts.

Who Wins and Why

Outcome Market Model Why
Above $145 billion 43.0% 34.5% Bloomberg estimates net worth at $138 billion, impacted by CEO resignation and a scandal.
Above $150 billion 40.0% 21.1% His net worth of $138 billion declined following his CEO resignation and recent analyst downgrades.
Above $155 billion 12.0% 12.5% Achieving this is improbable given his $138 billion net worth, CEO resignation, and a scandal.
Above $165 billion 12.0% 4.0% His current $138 billion net worth, after resignation and scandal, sits well below this threshold.
Above $160 billion 7.0% 7.2% His $138 billion net worth is well below this, following CEO resignation and analyst downgrades.

Current Context

Jensen Huang's net worth estimates varied and reflected recent market volatility. Bloomberg's Billionaires Index listed Huang at $138 billion on November 13, 2026, ranking him 13th globally; this figure included $134.9 billion from Nvidia shares and $3.58 billion in cash assets, representing approximately 3.4% ownership including family trusts [1]. Forbes' real-time estimate reported $144.7 billion on the same date, while Fortune reported approximately $145 billion on November 12 [2][3][4]. These differences reflect timing and methodology among reporting agencies. Huang’s wealth is highly sensitive to Nvidia's stock performance, with approximately 870 million shares, or about 3.5% of Nvidia, forming the bulk of his fortune; a $1 change in NVDA implies roughly $0.87 billion of gross change in this holding before index adjustments [3][5]. His net worth fell from $162.2 billion before the week’s selloff to about $143 billion by Thursday, November 12, a decline of approximately $19.2 billion, or 11.84% [5].
Analyst sentiment is cautious despite Nvidia's robust operating metrics. Melius cut its rating to Hold and its target to $185 from $315; Evercore reduced its rating to In Line and target to $186 from $465; and Citi lowered its target to $225 from $285 [6]. Analysts cited succession, strategic-vision, and execution risk as primary concerns [6]. Despite this, the near-term operating backdrop remains strong. CNBC cited expectations for 92% year-over-year quarterly revenue growth, projecting $109.2 billion [7][8]. Yahoo Finance highlighted Nvidia's substantial financial commitments and guarantees of approximately $530 billion, with $99 billion in cash and securities against $33 billion in debt at the end of July [7]. Expert opinion was mixed: Reuters quoted Shay Boloor, who indicated that revenue for the next 12–18 months need not disappear if Huang leaves, but replacing his longer-term strategic vision would be extremely difficult [9]. Benzinga's Jay Woods called NVDA oversold near the $160–$165 support area, but noted CEO-related drama overshadowed record financial results [10].
Forecasts project a $140–150 billion range amid divergent prediction market signals. A practical forecast for November 16 suggests a base case between $140 billion and $150 billion [2][1][3][5][6][11]. An upside case, above $150 billion, could materialize if Nvidia rebounds or succession concerns ease; a downside case, below $140 billion, would occur if the selloff continues [2][1][3][5][6][11]. Prediction markets currently show internal inconsistencies. Public.com showed 61% above $145 billion and 41% above $150 billion [11]. In contrast, the retrieved Kalshi page displayed 33–38% above $145 billion, 96% above $150 billion, and 1% above $155 billion [12][13]. This discrepancy materially lowers confidence in using any one prediction market quote as a reliable forecast [12][11][13].
Sources (13)
  1. 1Jensen Huang: Bloomberg Billionaires Indexbloomberg.com
  2. 2Jensen Huangforbes.com
  3. 3Jensen Huang’s net worth drops $10 billion as Nvidia stock slides in the fallout of affair scandals | Fortunefortune.com
  4. 4Jensen Huang Net Worth (Live): $144.7B — Makes $901 a Secondbillionairetracker.us
  5. 5Jensen Huang’s Net Worth Is Down 12% This Week As Affairs Scandal Hits Nvidia Stockfinance.yahoo.com
  6. 6Jensen Huang: Analysts weigh in on Nvidia's futurecnbc.com
  7. 7Jensen Huang's exit puts Nvidia's $530 billion web of AI deals under the microscopefinance.yahoo.com
  8. 8Jensen Huang's exit from Nvidia raises questions about future of AIcnbc.com
  9. 9Analysis-Investors worry the AI trade needs Nvidia’s Huang and its largesse By Reutersinvesting.com
  10. 10EXCLUSIVE: Jensen Huang Drama Puts Q3 Financials on Backburner, Expert Says ‘No One Cares About Their Record Revenues’benzinga.com
  11. 11Jensen Huang's net worth on Nov 16, 2026 Odds & Predictions - Public.compublic.com
  12. 12Jensen Huang's net worth on Monday Odds & Predictions 2026kalshi.com
  13. 13Will Jensen Huang net worth for November 16, 2026 be ab… | Frenzy Capitalfrenzycap.com

2. Price Chart

Historical Price (Probability)

Outcome probability
Date

3. Significant Price Movements

Notable price changes detected in the chart, along with research into what caused each movement.

Outcome: Above $145 billion

📉 November 13, 2026: 26.0pp drop

Price decreased from 69.0% to 43.0%

What happened: The primary driver of the prediction market price movement was the widely reported news of Jensen Huang's resignation as Nvidia CEO and from the board, effective Thursday, November 12, 2026 [1][2][3]. This announcement followed a scandal involving admitted infidelity and an investigation into potential foreign intelligence targeting him, leading to Nvidia stock falling 11% for the week and Huang's net worth plummeting to approximately $143 billion by November 12 [1][4][2]. Social media activity, including trending Weibo hashtags and President Trump's post on Thursday endorsing Tim Cook as a replacement, significantly accelerated the negative sentiment and amplified the impact of these events [5][6]. Therefore, social media was a contributing accelerant to the price drop, rather than the primary driver.

📉 November 11, 2026: 24.0pp drop

Price decreased from 42.0% to 18.0%

What happened: The primary driver of the price movement was an unfolding "affairs scandal" involving Jensen Huang, which led to a significant drop in Nvidia's stock and his subsequent resignation. On November 11, 2026, Yahoo Finance reported Huang's net worth was down due to this scandal hitting Nvidia stock, following a "Sunday admission" that contributed to cumulative losses of about $18 billion by November 13 [1]. Huang also resigned as Nvidia CEO and president by November 13, causing an estimated $6.4 billion loss on Thursday [6]. While specific social media activity is not detailed in the sources, the rapid spread and impact of such a high-profile personal scandal and resignation indicate that social media was a contributing accelerant, amplifying the news that directly led to Nvidia's stock decline and Huang's decreasing net worth [1].

📈 November 09, 2026: 18.0pp spike

Price increased from 5.0% to 23.0%

What happened: No social media activity was identified as a driver for the price movement. The primary driver appears to be the traditional news report from Nairametrics on November 09, 2026, which reported Jensen Huang's net worth at $154.4 billion [7]. This figure, despite reflecting a daily loss of $7.8 billion, remained comfortably above the $145 billion threshold, likely reassuring market participants who may have feared a greater decline [7]. This news coincided with the price spike, indicating it served as the main catalyst for increased confidence in the "Above $145 billion" outcome.

Outcome: Above $155 billion

📈 November 12, 2026: 87.0pp spike

Price increased from 1.0% to 88.0%

What happened: The primary driver of the 87.0 percentage point spike was the widespread social media attention and viral coverage surrounding Jensen Huang's affairs and subsequent divorce speculation [8]. This narrative, emphasizing his wife's potential claim to half of his fortune under California community property law, "fueled viral coverage of the scandal" and amplified social media attention [8][9][10]. The market's extreme thinness, with only $126 in 24-hour volume and 149 contracts open interest, meant "attention-driven flows" could cause significant price movements, enabling this speculative spike despite Huang's net worth falling below the $155 billion threshold on Nov 12, 2026 [11][1][12]. Social media was a primary driver, transforming the breaking news of his resignation into heightened speculative interest in a thinly traded market [4].

📈 November 10, 2026: 37.0pp spike

Price increased from 1.0% to 38.0%

What happened: The primary driver of the prediction market spike was the immediate financial market reaction to the breaking news of Jensen Huang's affair on November 10, 2026 [8][13]. Although his net worth briefly fell to $154.7 billion intraday due to Nvidia's stock slide, it recovered to approximately $155.2 billion by 4 p.m. EST that day, likely causing the "Above $155 billion" contract to spike [8][13]. Simultaneously, Chinese social media (Weibo) acted as a contributing accelerant on November 10, with trending hashtags like 'How much could Jensen Huang's wife get in a divorce?' amplifying discussions about the financial cost of the scandal and scrutinizing his net worth [5][8]. Social media was a contributing accelerant, coinciding with the market's reassessment of his immediate net worth.
Sources (13)
  1. 1Jensen Huang’s Net Worth Is Down 12% This Week As Affairs Scandal Hits Nvidia Stockfinance.yahoo.com
  2. 2Nvidia stock drops for 6th week, shedding $1.6 trillion in market capcnbc.com
  3. 3Nvidia’s Jensen Huang forfeits $108M – what could happen to the rest of his fortunenypost.com
  4. 4Jensen Huang’s net worth drops $10 billion as Nvidia stock slides in the fallout of affair scandals | Fortunefortune.com
  5. 5Chinese Social Media Users Weigh the Cost of Jensen Huang's Affair - Business Insiderbusinessinsider.com
  6. 6Jensen Huang loses $6.4B in world’s biggest daily wealth decline after Nvidia resignation - VnExpress Internationale.vnexpress.net
  7. 7Nvidia CEO Jensen Huang loses $7.8 billion in 24 hours - Nairametricsnairametrics.com
  8. 8Jensen Huang Divorce Speculation Puts $155B Fortune In Focusforbesmiddleeast.com
  9. 9Inside Jensen and Lori Huang's jointly controlled Nvidia fortunecnbc.com
  10. 10Why investors fear Jensen Huang's exit could unravel AI financing - Yahoo News Singaporesg.news.yahoo.com
  11. 11Will Jensen Huang net worth for November 16, 2026 be ab… | Frenzy Capitalfrenzycap.com
  12. 12Jensen Huang: Bloomberg Billionaires Indexbloomberg.com
  13. 13Jensen Huang’s net worth falls $6.8bn as Nvidia shares slide after board opens probegulfbusiness.com

4. Market Data

Contract Snapshot

This market resolves YES if Jensen Huang's net worth is above $145 billion on Monday, November 16, 2026. Conversely, it resolves NO if his net worth is $145 billion or less on that date. Trading for the market begins on November 16, 2026, at 12:00 am EST, with no special settlement conditions explicitly stated.

Available Contracts

Market options and current pricing

Outcome bucket Yes (price) No (price) Last trade probability
Above $145 billion $0.45 $0.65 43%
Above $150 billion $0.38 $0.73 40%
Above $155 billion $0.27 $0.85 12%
Above $165 billion $0.22 $1.00 12%
Above $160 billion $0.07 $1.00 7%

Market Discussion

Prediction markets offer divergent probabilities for Jensen Huang's net worth on Nov 16, 2026; for instance, Kalshi implied 96% above $150B [1], while Public.com showed 41% above $150B [2], contrasted by Forbes' recent $144.7B estimate [3]. His wealth is primarily tied to Nvidia shares, making the company's stock performance the key driver [4], with a reported $108M forfeiture not expected to materially affect the Nov 16, 2026, estimate [5].

Sources (5)
  1. 1Jensen Huang's net worth on Monday Odds & Predictions 2026kalshi.com
  2. 2Jensen Huang's net worth on Nov 16, 2026 Odds & Predictions - Public.compublic.com
  3. 3Nvidia: Jensen Huang Net Worth: Can Nvidia's Ousted CEO Survive 10 Years Without A Salary?gadgetsnow.indiatimes.com
  4. 4Jensen Huang’s net worth drops $10 billion as Nvidia stock slides in the fallout of affair scandals | Fortunefortune.com
  5. 5Nvidia’s Jensen Huang forfeits $108M – what could happen to the rest of his fortunenypost.com

5. Trust Index

Octagon Trust Index Kalshi 59 Caution

Order book is critically thin.

Primary risk· Trade quality

How it adds up
Integrity80% of score73Good

Market integrity is low (52), but Integrity averages all three scores, so the other two pull it up. Only a critically low score would cap the total.

Trade quality20% of score6Avoid

Includes the cost to trade: a $1,000 order can't be filled here because the order book is too thin.

Trust score59Caution

Weighted blend with hard caps — a critically weak safety pillar, or a severe trading anomaly, caps the total regardless of the rest. Full methodology · About the Trust Index

Trust profile
Integrity4 screens run · 6 don't apply

6. Based on his reported holdings, what specific NVDA stock prices are required for Jensen Huang's net worth to cross the $150B, $155B, and $160B thresholds?

Total NVIDIA Holdings701,462,522 shares (as of June 17, 2026) [1][2]
NVDA Price for $150B Net Worth$213.84/share [1][2]
NVDA Price for $155B Net Worth$220.97/share [1][2]
Jensen Huang holds significant NVIDIA shares distributed across various entities. His total NVIDIA holdings are approximately 701,462,522 shares, according to SEC Form 4 data dated June 17, 2026 [1][2]. These shares are distributed across a living trust, an irrevocable trust, an irrevocable remainder trust, and additional LLC holdings [1][2].
Specific NVDA stock prices are required for his net worth to increase. Based on these reported shareholdings, for Jensen Huang's net worth to cross $150 billion, the NVDA stock price would need to be $213.84 per share. To reach $155 billion, the stock price would be $220.97 per share, and for $160 billion, it would be $228.10 per share [1][2]. These figures represent linear thresholds derived directly from his documented shareholdings [1][2].
The official net worth reference differs from NVIDIA share calculations. It is important to note that the official settlement reference for prediction markets regarding Jensen Huang's net worth is the Bloomberg Billionaires Index update for November 16, 2026. This specific reference point should be considered instead of calculations based solely on his NVIDIA shareholdings [3][4][5].
Sources (5)
  1. 1https://www.sec.gov/Archives/edgar/data/1045810/000119764926000010/0001197649-26-000010.txtsec.gov
  2. 2https://www.sec.gov/Archives/edgar/data/1045810/000119764926000008/0001197649-26-000008.txtsec.gov
  3. 3Jensen Huang's net worth on Monday Odds & Predictions 2026kalshi.com
  4. 4Jensen Huang's net worth on Nov 16, 2026 Odds & Predictions - Public.compublic.com
  5. 5Jensen Huang's net worth on Nov 16, 2026 - Kalshi Odds | CoinRithmcoinrithm.com

7. What formal succession plan has Nvidia's board announced, and how have analysts at Melius and Evercore reacted in their November 2026 reports?

CEO Succession Status (November 2026)No formal successor announced; institutional continuity measures in place [1][2][3]
Nvidia Board Leadership DevelopmentLeadership-development subcommittee, quarterly external-adviser briefings, 18-month VP rotation pilot (July 2026 account) [1]
Analyst Succession Reactions (November 2026)None from Melius or Evercore found in research [4][5]
Nvidia's board has not formally announced a CEO successor as of November 2026. Instead, available information points to institutional continuity measures rather than a designated heir, according to supplied sources [1][2][3]. A July 2026 report detailed Nvidia's board implementing a leadership-development subcommittee, quarterly external-adviser briefings, and an 18-month Vice President rotation pilot [1]. This account also identified Colette Kress, Debora Shoquist, Manuvir Das, and Bill Dally as potential leaders for future roles, though not as formal successors [1].
No specific November 2026 analyst reactions concerning succession from Melius or Evercore were found. While Melius Research downgraded Nvidia to Neutral in August 2026, and Mark Lipacis was noted as Evercore ISI's Nvidia analyst in February 2026, the available research does not include any specific November 2026 commentary from these firms regarding Nvidia's succession planning [4][5].
Sources (5)
  1. 1Jensen Huang’s Next Act: Reinventing NVIDIA’s Leadership DNA – USA Business Timesusabusinesstimes.com
  2. 2What Happens to Nvidia If Jensen Huang Steps Down? - 24/7 Wall St.247wallst.com
  3. 3How long will Jensen Huang be Nvidia's CEO?finance.yahoo.com
  4. 4NVIDIA Corporation: Melius Research senkt seine Meinung und wechselt zu Neutral | MarketScreener Österreichat.marketscreener.com
  5. 5NVIDIA Corporation (NVDA) Q4 2026 Earnings Call Transcript - Alphastreetnews.alphastreet.com

8. How does the recent weekly percentage decline in Jensen Huang's net worth compare to historical volatility for other tech founders like Elon Musk or Mark Zuckerberg?

Weekly decline range for founders5-15% (historical norms) [1]
Kalshi 'Above $145B' 24-hr move-51 points (Kalshi display) [2]
Dec 31, 2026 net worth above $145B odds36% [1]
Jensen Huang's net worth exhibits volatility similar to other tech founders. This resemblance stems from his substantial investment in a single, high-beta technology stock, a characteristic shared with individuals like Elon Musk and Mark Zuckerberg. While weekly percentage declines of 5-15% are within historical norms for these founders during tech market downturns, Huang's concentrated holdings in an AI-chip stock with elevated 2026 valuations suggest his weekly percentage swings could be more pronounced compared to Zuckerberg's relatively steadier Meta holdings [1].
Short-term market movements demonstrate significant volatility in Jensen Huang's wealth. Rapid 24-hour shifts in market odds, heavily influenced by NVDA stock performance, underscore this dynamic. For instance, the 'Above $145B' outcome on one prediction market showed a -51 point shift on its platform and a +39 point move on another within a 24-hour period [2]. Furthermore, a market focusing on NVIDIA's performance in the week of November 9, 2026, indicated considerable weekly downside risk for NVDA and, by extension, Huang's net worth, with a ~$160 downside scenario priced at 37% odds [3].
Longer-dated prediction markets also indicate continued downside risk for his net worth. These markets suggest ongoing downside potential, consistent with elevated weekly volatility, when compared to historically calmer periods for the wealth of tech founders. Specifically, a market for 'Jensen Huang's net worth on Dec 31, 2026,' priced the 'Above $145B' outcome at only 36% [1]. This implies that traders anticipate his net worth could decline further from the approximate $145-150 billion level over the subsequent six weeks.
Sources (3)
  1. 1Jensen Huang's net worth on Nov 16, 2026 Odds & Predictions - Public.compublic.com
  2. 2Jensen Huang's net worth on Nov 16, 2026 — Live Odds | Frenzy Capitalfrenzycap.com
  3. 3Prediction Markets Settling Today & This Week | Frenzy Capitalfrenzycap.com

9. How do the methodologies used by the Bloomberg Billionaires Index and Forbes' Real-Time Billionaires list differ in valuing Jensen Huang's Nvidia and cash assets?

Bloomberg Update FrequencyEvery business day after New York close [1][2]
Forbes Update FrequencyAs market prices change [3][4]
Bloomberg Cash Assets BasisAnalysis of insider transactions, dividends, taxes, charitable contributions, and market performance [1][2][5][6]
Bloomberg updates net worth daily with detailed asset valuations. The Bloomberg Billionaires Index updates billionaire net worth each business day after the New York market close, valuing public-company stakes at their most recent closing price and converting currency using current exchange rates [1][2]. Its estimation of cash assets is not based on a simple assumed percentage, but rather on a thorough analysis of factors such as insider transactions, dividends, taxes, charitable contributions, and market performance [1][2][5][6].
Forbes provides real-time updates and broad asset valuations. In contrast, Forbes’ Real-Time Billionaires list updates public fortunes as market prices change, incorporating a broader range of assets that includes public and private companies, real estate, yachts, art, and cash, while also subtracting debt [1][2][3][4]. Forbes' methodology further involves a vetting process through reporters and interviews to determine fortunes [3][4].
Bloomberg is the determinative source for specific contract settlements. It is important to note that for a prediction contract resolving on November 16, 2026, the Bloomberg Billionaires Index update is the determinative source for settlement [7][8]. Consequently, Forbes’ figures are informative for comparison but are not used for contract resolution in this specific instance [7][8].
Sources (8)
  1. 1Bloomberg Billionaires Index - Alice Waltonbloomberg.com
  2. 2Vincent Bollore: Bloomberg Billionaires Indexbloomberg.com
  3. 3Methodology: How We Crunch The Numbersforbes.com
  4. 4The World's Billionairesen.wikipedia.org
  5. 5Tammy Gustavson: Bloomberg Billionaires Indexbloomberg.com
  6. 6Joe Ricketts & family: Bloomberg Billionaires Indexbloomberg.com
  7. 7Jensen Huang's net worth on Nov 16, 2026 Odds & Predictions - Public.compublic.com
  8. 8Jensen Huang's net worth on Nov 16, 2026 - Kalshi Odds | CoinRithmcoinrithm.com

10. How do the revised November 2026 Nvidia price targets from Melius, Evercore, and Citi compare, and what common risk factors do they cite for the downgrades?

Melius Research Price Target$185 (November 12, 2026) [1][2][3][4][5]
Evercore ISI Price Target$186 (November 12, 2026) [6][7][1][2][3][8][9][5]
Citi Price Target$225 (November 12, 2026) [10][11]
Nvidia's November 2026 price targets were significantly reduced by key firms. Melius Research adjusted its target to $185 on November 12, 2026 [1][2][3][4][5]. On the same date, Evercore ISI lowered its target to $186 [6][7][1][2][3][8][9][5]. Citi initially reduced its target to $285 on November 10, 2026 [1][12][11], and then further cut it to $225 by November 12, 2026 [10][11].
Leadership turmoil regarding CEO Jensen Huang significantly contributed to downgrades. Analysts widely cited reports of a board investigation into his conduct and his eventual resignation from Nvidia as a major factor [6][7][13][14][15][3][10][12][16][8][5]. Specific concerns highlighted included the absence of a clear succession plan [6], the strategic risks posed by Huang's departure [3], and the potential impact of a prolonged board investigation on the company [6][7][14].
Uncertainty surrounding AI demand and valuation concerns also impacted price targets. Citi specifically noted "fragile AI sentiment" and "uncertainty about the demand for AI data centers" [13][15]. Melius suggested that the leadership issues might cause enterprise customers and sovereign buyers to hesitate in fully committing to Nvidia's technology platform [5]. Evercore ISI anticipates a compression of Nvidia's price-to-earnings (P/E) multiple [6][7], and Citi's successive downgrades reflect a more cautious outlook due to shifting market expectations and shared valuation concerns [11].
Sources (16)
  1. 1marketbeat.com
  2. 2quantisnow.com
  3. 3investing.com
  4. 4investing.comza.investing.com
  5. 5biggo.comfinance.biggo.com
  6. 6tipranks.com
  7. 7investing.comuk.investing.com
  8. 8investing.comuk.investing.com
  9. 9gurufocus.com
  10. 10finbold.com
  11. 11phemex.com
  12. 12tradingview.com
  13. 13cryptobriefing.com
  14. 14seekingalpha.com
  15. 15aibubblemonitor.com
  16. 16tikr.com

11. What Could Change the Odds

Key Catalysts

Jensen Huang's net worth declined by $6.4B (4.25%) to $144.7B on November 13, 2026, according to Forbes, ranking him #13 globally [1]. Bloomberg reported his net worth at $138B, down $6.07B (4.2%) on the same day, reflecting a -17.7% year-over-year decrease [2]. Huang resigned as CEO/president and from the board effective immediately on November 12, 2026, forfeiting approximately $108M in unvested equity [3]. CFO Colette Kress is interim CEO [3][4]. Kalshi market prices on November 16, 2026, indicated ~33–38% for 'Above $145B' and ~1% for 'Above $155B' for Huang's net worth. For November 30, 2026, markets showed ~75% for 'Above $140B' and ~55% for 'Above $150B' [5][6].
Nvidia's Q3 FY27 earnings are scheduled for November 17, 2026, after market close, marking Kress's initial report as interim CEO [7]. The company guided for $108B ±2% revenue, excluding China data center revenue [7]. LSEG consensus estimates ~$109.2B revenue and $2.48 EPS, with Zacks projecting $108.99B revenue and $2.49 EPS [8]. Bullish arguments include Nvidia's consistent EPS beats (4–7% in the last four quarters), a 5.46% consensus EPS revision upward over 90 days, and an average analyst price target of $283.83 [9][10]. Supply constraints for Vera Rubin are expected to persist at least through the end of FY28, comprising approximately 20% of Q3 data center revenue [7][11]. Bearish factors include an independent probe by the board, congressional hearings, potential H200 write-down charges, and gross margin guided to bottom at 71–72% in Q4 FY27 from 75% in Q2 [4][9][11][7]. Hyperscaler 2026 capex forecasts increased only 1%, the smallest rise in over 12 quarters [7].

Key Dates & Catalysts

  • Expiration: November 24, 2026
  • Closes: November 16, 2026
Sources (11)
  1. 1Jensen Huangforbes.com
  2. 2Jensen Huang: Bloomberg Billionaires Indexbloomberg.com
  3. 3Nvidia’s Jensen Huang forfeits $108M – what could happen to the rest of his fortunenypost.com
  4. 4Jensen Huang’s Net Worth Is Down 12% This Week As Affairs Scandal Hits Nvidia Stockfinance.yahoo.com
  5. 5Jensen Huang's net worth on Monday Odds & Predictions 2026kalshi.com
  6. 6Jensen Huang's net worth on Nov 30, 2026 Odds & Predictionskalshi.com
  7. 7Nvidia earnings preview: what to expect as Kress faces first test without Huanginvezz.com
  8. 8Nvidia (NVDA) Reports Next Week: Wall Street Expects Earnings Growthfinance.yahoo.com
  9. 9Nvidia earnings overhang: what the Nov. 17 report can and cannot resolvefinance.yahoo.com
  10. 10NVDA Stock Price Forecast — Top Analysts Give Multiple Downgrades Ahead of November 17 Earnings amid CEO Jensen Huang Fiascomarkets.businessinsider.com
  11. 11What’s Going To Happen With NVIDIA Stock Soon? | Trefistrefis.com