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Stacey Raskin

Managing Director and Senior Analyst at Bernstein Research

Stacy Rasgon is a Managing Director and Senior Analyst at Bernstein Research who specializes in U.S. semiconductors and semiconductor capital equipment, providing deep coverage of major companies such as Nvidia, Intel, Applied Materials, Broadcom, and Lam Research. He is ranked in the top 2% of Wall Street analysts by TipRanks, with a track record that includes a 68% success rate and an average return of 26.4% per rating over 253 stock recommendations, including standout calls such as a 256% return on Nvidia. Rasgon began his career as an engineer, later working at McKinsey & Company before joining Bernstein in 2008, and holds a Ph.D. in Chemical Engineering from MIT along with credentials from UCLA and MIT Sloan. He is recognized industry-wide for analytical acumen and is registered with FINRA, holding securities licenses appropriate for his research and market activities.

Stacey Raskin's questions to NVIDIA (NVDA) leadership

Question · Q3 2026

Stacey Raskin asked about NVIDIA's gross margin outlook for the next fiscal year, specifically the biggest cost increases, strategies to maintain margins, and expectations for OpEx growth.

Answer

Colette Kress, EVP and CFO, NVIDIA, confirmed the goal to maintain gross margins in the mid-70s, citing well-known industry input price increases across components. Strategies include cost improvements, cycle time optimization, and mix. For OpEx, the focus is on continued innovation in engineering teams. Jensen Huang, President and CEO, NVIDIA, added that long-term planning and negotiation with the supply chain help manage costs.

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