NVDA: Blackwell ramp de-risks the 2026 setup — upgrade to bullish
After the Q3 print, Blackwell visibility is materially better and the H200 bottleneck isn't affecting margin. We lift our 12-month target to $220.
After the Q3 print, Blackwell visibility is materially better and the H200 bottleneck isn't affecting margin. We lift our 12-month target to $220.
Published April 18, 2026
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