Rosenblatt stays bullish on $CBRS, reiterating Buy with a $300 price target.
The thesis: CS-4 architecture keeps delivering superior AI inference performance, with a path to doubling performance annually for years ahead. That's the kind of compounding improvement that separates real infrastructure plays from vaporware.
If they're right about sustained performance scaling, $CBRS isn't just riding the AI wave—it's building the engine room. The question is whether $300 already prices in perfection or if there's still runway left.
The thesis: CS-4 architecture keeps delivering superior AI inference performance, with a path to doubling performance annually for years ahead. That's the kind of compounding improvement that separates real infrastructure plays from vaporware.
If they're right about sustained performance scaling, $CBRS isn't just riding the AI wave—it's building the engine room. The question is whether $300 already prices in perfection or if there's still runway left.