According to CoinMeta, NVIDIA ( NVDA ) stock once again came into focus before the company's financial report release on August 26. GF Securities Analyst Jeff Pu believes that the next generation of Vera Rubin platform could be the key to its next major growth cycle. Pu recently raised the target price for NVDA stock from $308 to $345 and maintained a "buy" rating, citing an increase in orders from major US cloud service providers. Although investors are cautious about NVIDIA's current Blackwell business, they are still watching to see if the company can maintain its dominance in artificial intelligence ( AI ) in 2027 and beyond. NVIDIA stock has risen by about 15% so far this year and reached a historical high of $236.54 on May 14. Pu believes that the successful launch of Vera Rubin will provide another reason for investors to be willing to pay a premium valuation for NVIDIA.