*Walter Bloomberg(@DeItaone):BAIRD SLASHES NVIDIA PRICE TARGET 60%, WARNS OF AI SLOWDOWN Baird downgraded Nvidia ($NVDA ) to Neutral from Outperform, slashing its price target to $200 from $500. Analyst Tristan Gerra warns that 2027 data-center forecasts face delays amid supply constraints, potentially softer demand and reduced visibility. Hyperscaler AI spending growth could slow to 40% or less in 2027, while 10–30% of channel orders may face preemptive cuts. Despite strong H300 demand, Baird also flags uncertainty surrounding CEO Jensen Huang's tenure into 2027. The warning: Nvidia's AI business remains strong, but growth expectations and leadership risks could weigh heavily on the stock.

2026.11.11 11:41

BAIRD SLASHES NVIDIA PRICE TARGET 60%, WARNS OF AI SLOWDOWN Baird downgraded Nvidia ($NVDA ) to Neutral from Outperform, slashing its price target to $200 from $500. Analyst Tristan Gerra warns that 2027 data-center forecasts face delays amid supply constraints, potentially softer demand and reduced visibility. Hyperscaler AI spending growth could slow to 40% or less in 2027, while 10–30% of channel orders may face preemptive cuts. Despite strong H300 demand, Baird also flags uncertainty surrounding CEO Jensen Huang's tenure into 2027. The warning: Nvidia's AI business remains strong, but growth expectations and leadership risks could weigh heavily on the stock.

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