Bank of America analyst Vivek Arya projects NVIDIA’s Vera server CPU sales will reach $20 billion by the second half of fiscal 2027. This growth positions the company to challenge established leaders in the global server CPU market.
The forecast reflects NVIDIA's strategy to expand beyond GPUs into networking and enterprise software. Bank of America reiterated a Buy rating for the stock.
The firm set a price target of $350. Analysts cite strengthening systems and expanding market opportunities as primary growth drivers.