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Nvidia (NVDA) stock is back in focus ahead of the company's Aug. 26 earnings report, and GF Securities ****** yst Jeff Pu believes Nvidia's next-generation Vera Rubin platform could be the key to its next major growth cycle.
Pu recently raised his NVDA stock price target to $345 from $308 while maintaining a "Buy" rating, citing increasing orders from major U.S. cloud providers. The call comes as investors look beyond Nvidia's current Blackwell business and ask whether the company can maintain its artificial intelligence (AI) dominance through 2027 and beyond.
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