According to CoinMeta, as reported by A early issuer of in, Franklin Templeton portfolio manager Sara Aragi stated that NVIDIA investors need the company to provide details on capital deployment, expenditure plans, and a future roadmap in order to address market concerns regarding slower growth. She pointed out that NVIDIA's expected price-earnings ratio for the next 12 months is around 21 times, and the market is already pricing in expectations of slower growth. NVIDIA needs to demonstrate profit growth to prove that it has free cash flow available for investment and share repurchases. Approximately 75% of NVIDIA's gross margin will be closely watched against the backdrop of rising input costs. NVIDIA is offsetting higher memory costs by raising prices, and the prices of servers based on the Vera Rubin and Grace Blackwell architectures are expected to rise by more than 15% by the beginning of 2027.