ATLAS News · Companies

Nvidia CEO Ousted as Morningstar Lowers Fair Value Estimate by 19%

· 3 sources

Morningstar cuts its Nvidia fair value estimate by 19% after a CEO transition, while NPR and ABC News report on Trump's comments ahead of his China trip.

What happened

Morningstar says it is lowering its fair value estimate for Nvidia by 19%, citing the company's CEO transition and turmoil.

NPR reports that questions have arisen over President Trump's reliance on the ousted Nvidia CEO ahead of a trip to China.

ABC News reports that Trump said the Nvidia CEO told him he did not know he was involved with an alleged Chinese spy.

Context

Fair value estimates are analyst assessments of what a company's shares are worth over the long term, and they are revised when an analyst's view of the business changes.

Why it matters

Leadership changes at a major chipmaker, along with its ties to political and China-related matters, can draw close attention from investors following Nvidia.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

NVIDIANVDA

−2.58%

Technology · NASDAQ

Live price
$161.97▼ -2.58%

live price · USD

Latest price during the session
$161.97−2.58% vs. previous close ($166.26)
Fair value (ATLAS)
$155.16Fair range: $112.11 to $214.75The price ($161.97) is 4.4% above that figure: close to its fair value.
Chance of a rise in 1 month
48%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $146.53 and $176.73; 9 in 10, between $124.10 and $208.66.
See the full ATLAS analysis of NVIDIA →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

  1. Nvidia: Cutting Our Fair Value Estimate by 19% Given the Firm’s CEO Transition and Turmoil · Morningstar · November 13, 2026
  2. Trump's reliance on ousted Nvidia CEO in question ahead of China trip · NPR · November 13, 2026
  3. Trump says Nvidia CEO told him he 'didn't know' he was involved with alleged Chinese spy · ABC News - Breaking News, Latest News and Videos · November 13, 2026

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Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer

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