BMO Capital analyst Ambrish Srivastava upgraded Nvidia to Outperform from Market Perform with a price target of $425, up from $285. The shares closed Friday up $18.41 to $339.63. While no one single event drives the change in thinking, the company’s continued execution on the datacenter side, along with the latest product rollout, warrants a more positive stance on the shares, Srivastava tells investors in a research note. Nvidia is “uniquely positioned to continue to benefit from a massive shift in the compute landscape,” contends the analyst. Srivastava sees no reason why the company cannot grow its datacenter business to at least a $20B annual run rate versus the $4.8B for this year. Consequently, the analyst sees long-term earnings per share of $20 for Nvidia.