Nvidia Q3 Earnings Preview: What Options Traders Expect After Jensen Huang’s Sudden Exit TipRanks Fri, November 13, 2026 at 3:57 PM EST 2 min read NVDA -2.72% Trade NVIDIA on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Nvidia (NVDA) stock is set to report its Q3 FY27 results after the market closes on Tuesday, November 17. NVDA stock has lost nearly 19% since the beginning of November. The sudden departure of longtime CEO Jensen Huang has added uncertainty about the company's future. Meanwhile, Nvidia's board has appointed longtime CFO Colette Kress as interim CEO. Kress is expected to address the leadership transition and discuss Nvidia's plans during the upcoming earnings call.
According to TipRanks' Options Tool, options traders are pricing in a 9.67% move in NVDA stock in either direction after earnings. The options-implied move measures the expected size of the price change, not whether the stock will rise or fall.
Historically, Nvidia stock has seen mixed reactions following earnings. Over the last four reports, shares rose 8.74%, fell 1.77%, dropped 5.46%, and declined 3.15% the next day. These moves reflect an average absolute price change of 4.78%.
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Ahead of the print, Wells Fargo analyst Matt Bryson reiterated an Overweight rating on Nvidia, with a $300 price target. He views CEO Jensen Huang's resignation as a potential "clearing event" for the stock. However, he sees national security concerns as a risk. Still, Bryson sees "little risk to demand destruction" and remains confident in his estimates.
Likewise, Barclays analyst Tom O'Malley lowered Nvidia's price target to $210 from $275 but kept an Overweight rating. He sees Huang's exit as a case of "structural key man risk." O'Malley said Huang played a major role in building NVIDIA's supply chain and driving product design. Moreover, he warned the exit could weaken trust at a critical time. While near-term revenue is largely set, he sees risks around future financing deals and leadership decisions.
Meanwhile, KeyBanc analyst John Vinh reiterated a Sector Weight rating on Nvidia. He expects "strong results and guidance despite Rubin constraints." He believes higher GB300 shipments will offset lower Rubin volumes. However, Rubin production is ramping up more slowly than expected. This is due to limited SK Hynix HBM4 supply and reported overheating and yield issues.
On TipRanks, NVDA has a Moderate Buy consensus rating based on 27 Buys and 10 Hold ratings. The average Nvidia price target of $254.84 implies 53% upside potential from current levels. Year-to-date, NVDA shares have dropped 11%.
