Rosenblatt Raises NVIDIA Price Target to $200
Rosenblatt analyst Hans Mosesmann raised the firm’s price target on NVIDIA to $200 from $140, maintaining a Buy rating.
We see Nvidia’s Hopper, Blackwell, and Rubin series driving “value” market share in one of Silicon Valley’s most successful silicon/platform product cycles.
While the future gains in adjacent networking Switch/NiC/DPU share are attractive, the real narrative lies in the software that complements all the hardware goodness.
We anticipate this software aspect will significantly increase in the next decade in terms of overall sales mix, with an upward bias to valuation due to sustainability.
We see NVIDIA already in the $5.00 EPS plus level for calendar 2026, and as such, using our existing 40x P/E multiple for valuation, we take our PT to $200 from $140.
As part of our housekeeping, we are also updating our model to account for NVDA’s recent 10-for-one share split on June 10.
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