Bullish indicating open at $55-$60, IPO prices at $37
Monday, shares of NVIDIA Corporation (NASDAQ:NVDA), with its impressive market capitalization of $3.31 trillion and industry-leading gross profit margin of 75.86%, are in focus as Rosenblatt Securities reaffirmed its Buy rating and $220.00 price target. The firm anticipates a favorable earnings report from NVIDIA, which is scheduled to release its F4Q25 results on Wednesday, February 26th, after the market closes. Analysts at Rosenblatt predict a slight outperformance and an optimistic outlook for both the January quarter and the March quarter, relative to consensus estimates. According to InvestingPro, NVIDIA has achieved a perfect Piotroski Score of 9, indicating exceptional financial strength.
The investment community is particularly interested in updates regarding Blackwell, NVIDIA’s latest product line. Rosenblatt analysts expect the company to confirm the commencement of Blackwell shipments within F4Q25 and to acknowledge that demand will likely continue to outstrip supply throughout FY26. They project an increase in Blackwell shipments as the year progresses, with a more robust second half anticipated for FY26. This outlook aligns with NVIDIA’s remarkable revenue growth of 152.44% over the last twelve months.
Rosenblatt’s position is buoyed by their confidence in NVIDIA’s product roadmap, which is expected to be further detailed at the upcoming GPU Technology Conference (GTC) in March. The firm believes that NVIDIA’s offerings represent a growing value proposition, characterized by complexity and a variety of configurations. This, they argue, positions NVIDIA favorably in the competitive landscape against other GPU and ASIC accelerator manufacturers.
The reiterated price target of $220.00 is grounded in a valuation of approximately 44 times the projected earnings per share (EPS) for FY27. Currently trading at a P/E ratio of 52.79, InvestingPro analysis suggests the stock is slightly overvalued relative to its Fair Value. This valuation reflects Rosenblatt’s optimism about NVIDIA’s future performance, particularly in light of the anticipated Blackwell product ramp-up and the company’s strategic positioning within the industry. Investors will be watching closely as NVIDIA unveils its earnings and provides further insights into its business trajectory during the upcoming earnings webcast. For comprehensive analysis including 18 additional ProTips and detailed valuation metrics, explore NVIDIA’s Pro Research Report, available exclusively on InvestingPro.
In other recent news, NVIDIA has been the focus of several analyst reports and market updates. Oppenheimer reiterated its Outperform rating for NVIDIA, maintaining a price target of $175, and highlighted strong demand for the company’s AI accelerators, particularly the H200, which could play a significant role in NVIDIA’s product lineup this year. KeyBanc Capital Markets raised its price target for NVIDIA to $190, citing expectations for strong fourth-quarter results and robust demand dynamics, despite manufacturing constraints. Meanwhile, HSBC adjusted its price target to $175 while maintaining a Buy rating, noting that NVIDIA is expected to surpass revenue projections for the upcoming quarters despite supply chain challenges.
In the AI startup space, Together AI has raised $305 million in funding, increasing its valuation to $3.3 billion. The investment round was led by General Catalyst, with participation from notable firms like Salesforce (NYSE:CRM) Ventures and Nvidia Corp . This funding will support Together AI’s platform, which enables developers to create AI applications using open-source models and computing resources.
Additionally, DeepSeek, a Chinese AI startup, announced plans to release more open-source code, continuing its commitment to transparency in AI development. This follows the release of its R1 reasoning model, which matched Western systems’ performance at a lower cost. DeepSeek’s open-source approach distinguishes it from many AI companies that favor closed-source models.
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