NVIDIA shares have fallen sharply in recent weeks, trading near $182 as of November 5, 2026, after a roughly 15-24% pullback from earlier highs amid broader AI-sector rotation and concerns over data-center capex sustainability following the midterms. The company delivered fiscal Q2 revenue of $96.2 billion, up 106% year-over-year, with data-center sales surging on Blackwell demand, and guided fiscal Q3 revenue at approximately $108 billion. Analyst consensus price targets remain well above current levels at around $327, reflecting expectations for continued 70%+ growth in fiscal 2028 limited mainly by supply rather than orders. Key near-term catalysts include the November 17 earnings release, where margin trends and China-related revenue assumptions will be closely watched, alongside ongoing share repurchases and hyperscaler spending commitments.