(Bloomberg) – Nvidia Corp shareholders. They hope that the key speech of executive director Jensen Huang can provide enough optimism to help maintain a recent section recovery.
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The conference of GPU Technology (GTC) comes at the moment of make or breaks for the company while moving in the next few quarters, and Huang’s speech on Tuesday is considered to have the ability to fit into fears that the sales boiler is a chips. The highlight for investors will be updates on the Blackwell product line, as well as comments on gross margin, cinema, competitors and growth.
“The fear of Nvidia is that we are currently in maximum earnings and that the second half of the year will not be about as good as they have outlined,” said Rhys Williams of Wayve Capital Management LLC. “When he goes on stage, he may have been able to comfort people to go well and that the wheels do not fall,” he said of Huang.
The shares this year remain more than 9%, despite the recent March reputation. Customers for DIP began to return at a time when NVIDIA’s estimate is close to the lowest in five years, according to data composed by Bloomberg. The shares rose as much as 1% on Monday at early trading.
Seluff comes with a wider drop in stocks that led large technologies that recently led to the market to record high. Weighing feelings is uncertainty about tariffs and concerns to plan a major consumption on artificial intelligence of many top technological companies can be re -examined.
“The market is very skeptical of shares,” said Alec Young, the main investment strategist in Mapsignals, adding the current estimate of NVIDIA, along with the highly expected growth of the top line, the sign is that “the market thinks that growth will not happen.”
Still, there are positive factors in his favor. The chip manufacturer has just reported on the results of the earnings that mostly beat Wall Street expectations – although the company said that the gross margin would be thinner than it was foreseen. For the fiscal year 2026, analysts who cover the company expect the revenue to increase 57%, and GAAP earnings per share increased 52%.
The position of the company at the forefront of the chips needed for AI, and billions of dollars expected this year could mean that a recent weakness is only a phase. If Nvidia’s shares were traded in this multiple years ago, this would write a higher risk of lack than today, according to Matt Stucky, the main section manager of the portfolio in Northwestern Mutual Wealth Management.
