# Nvidia's board weighs Jensen Huang's future as analysts react to the stock slide

> Original title: ‘A dark day for Nvidia’: Here’s what analysts have been saying about Jensen Huang’s departure

- Source: CNBC · Technology
- Published: 2026-11-12T11:17:37.000Z
- Bad Influence: https://badinfluence.news/items/ln1awk21hqjast6xqjcafgyjf
- Original: https://www.cnbc.com/2026/11/12/jensen-huang-nvidia-affair-ceo.html

## Summary

Nvidia's board met to decide whether to oust CEO Jensen Huang after a New York Times report of an extramarital affair with an employee, the company said nothing publicly. Nvidia's stock fell 7% over the week, and Citi cut its price target to $225 from $285. Analysts quoted by CNBC described the situation as a major governance and key-person risk for the company.

## Why it matters

The piece gathers analyst reactions to Nvidia's CEO succession question, showing how investors weigh leadership risk against the company's valuation and AI dependence.