Rosenblatt Securities has raised its price target on Nvidia (NVDA) to $325 from $300, maintaining a buy rating. The move is seen as a significant step forward for the company in what Rosenblatt sees as a pivotal year for AI infrastructure spending. The revised model now projects over $1 trillion in combined revenue from Nvidia’s Blackwell and Rubin product lines between 2025 and 2027. Rosenblat added roughly $25 billion in additional revenue expectations for the second half of fiscal 2028, incorporating contributions from Rubin Ultra and Vera standalone products. The price target reflects a valuation of 25 times fiscal 2020 estimated earnings per share. The upgrade follows a strong Q4 earnings report, which showed revenue of $68.13 billion, up 73% year over year, beating the Street consensus of roughly $66.2 billion by nearly $2 billion.