Nvidia Stock Jumps As Analyst Predicts $200 Share Price: 'The Real Narrative Lies In The Software'
Nvidia Stock Jumps As Analyst Predicts $200 Share Price: 'The Real Narrative Lies In The Software'
NVIDIA Corp (NASDAQ:NVDA) shares are soaring to new all-time highs on Tuesday following positive analyst coverage. One analyst firm believes Nvidia stock can comfortably climb to $200 per share.
在分析师的积极报道下，英伟达公司（纳斯达克股票代码：NVDA）股价周二飙升至历史新高。一家分析公司认为，英伟达的股票可以轻松攀升至每股200美元。
What To Know: Rosenblatt analyst Hans Mosesmann maintained Nvidia with a Buy rating. He also raised the price target from $140 to a new Street-high of $20, citing strong earnings potential from Nvidia's Hopper, Blackwell and Rubin lineup.
须知：罗森布拉特分析师汉斯·莫斯曼维持英伟达的买入评级。他还将目标股价从140美元上调至20美元的新高，理由是英伟达的Hopper、Blackwell和Rubin阵容具有强劲的盈利潜力。
"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," Mosesmann said in a new note.
摩斯曼在一份新报告中说：“尽管未来相邻网络交换机/NIC/DPU份额的增长很有吸引力，但真正的叙述在于能够补充所有硬件优势的软件。”
The Rosenblatt analyst anticipates that the software aspect of Nvidia's business will continue to drive strong sales for the chipmaker over the next decade. As Nvidia's revenue mix begins to shift more towards software, Mosesmann believes an upward bias in terms of valuation will take hold given the sustainability of software.
罗森布拉特分析师预计，英伟达业务的软件方面将在未来十年继续推动这家芯片制造商的强劲销售。随着Nvidia的收入结构开始更多地转向软件，Mosesmann认为，鉴于软件的可持续性，估值的向上偏向将持续下去。
Mosesmann expects Nvidia to generate at least $5 of EPS in 2026. When the analyst applies a "reasonable" 40x price-to-earnings multiple on his earnings expectations, he arrives at $200 per share.
莫斯曼预计，英伟达将在2026年产生至少5美元的每股收益。当分析师对其收益预期应用 “合理的” 40倍市盈倍数时，他得出的每股收益为200美元。
Risks to the Rosenblatt analyst's thesis include declines in market share or increased competition in the GPU market, a lack of execution on the company's roadmap and the cyclical nature of the semiconductor industry.
罗森布拉特分析师论点面临的风险包括市场份额下降或GPU市场竞争加剧、公司路线图执行不力以及半导体行业的周期性质。
It's worth noting that Rosenblatt isn't the only analyst firm getting more bullish on Nvidia with the stock at all-time highs. Wells Fargo also maintained Nvidia with an Overweight rating on Tuesday. The firm raised its price target from $125 to $155.
值得注意的是，罗森布拉特并不是唯一一家更加看好英伟达的分析公司，该股创下历史新高。富国银行周二还维持了英伟达的增持评级。该公司将其目标股价从125美元上调至155美元。
Don't Miss: Nvidia Insiders Cash In Over $700M This Year As Jensen Huang $3.2 Trillion Chip Empire Continues To Swell
千万不要错过：随着黄延森3.2万亿美元的芯片帝国持续膨胀，英伟达内部人士今年获利超过7亿美元
NVDA Price Action: Nvidia shares were up 3.79% at $135.94 at the time of publication, according to Benzinga Pro.
NVDA价格走势：根据Benzinga Pro的数据，英伟达股价在发布时上涨3.79％，至135.94美元。
Photo: Shutterstock.
照片：Shutterstock。