$NVIDIA (NVDA.US)$ PT raised to 'Street High' $200 at Rosenb...

$NVIDIA(NVDA.US)$ PT raised to 'Street High' $200 at Rosenblatt

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.