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.
英偉達公司（NASDAQ:NVDA）股票在週二出現了新的歷史新高，受到積極的分析師報道的推動。一家分析師公司認爲英偉達的股票可以輕鬆攀升至每股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.
了解更多：Rosenblatt分析師Hans Mosesmann維持了英偉達的買入評級。他還將目標價從140美元提高到了新的街頭最高價20美元，理由是英偉達的Hopper、Blackwell和Rubin系列產品具有強大的盈利潛力。
"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.
"儘管相鄰網絡交換機/網卡/DPU份額的未來增長很有吸引力，但真正的敘述在於與所有硬件完美匹配的軟件，"Mosesmann在一份新的備忘錄中說到。
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.
Rosenblatt 的分析師預計，英偉達業務中的軟件方面將繼續推動芯片製造商的強勁銷售，未來十年內將實現營收組合向軟件的轉變。由於軟件的可持續性，Mosesmann認爲在估值方面將形成向上的偏差。
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.
Mosesmann預計，英偉達將在2026年至少產生5美元的每股收益。當分析師將40倍的市盈率應用於他的盈利預期時，他得出了200美元的股價。
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.
Rosenblatt分析師的觀點所面臨的風險包括GPU市場份額下降或競爭加劇、公司路線圖的執行不足以及半導體行業的週期性特點。
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，Rosenblatt並不是唯一一家在英偉達股價出現歷史新高的情況下變得更加看好該公司的分析師公司。富國銀行也在週二維持了英偉達的超重評級。該公司的目標價從125美元上調至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
不要錯過：隨着Jensen Huang的3200億美元芯片帝國的不斷膨脹，英偉達內部人員今年獲得了超過7億美元的現金。英偉達內部人士今年已經套現超過7億美元，而黃仁勳3200億美元的芯片帝國持續膨脹。
NVDA Price Action: Nvidia shares were up 3.79% at $135.94 at the time of publication, according to Benzinga Pro.
NVDA的股價行情：根據Benzinga Pro的數據，在發佈時，英偉達的股票上漲了3.79%，達到了135.94美元。
Photo: Shutterstock.
照片：shutterstock。
譯文內容由第三人軟體翻譯。