Cantor Fitzgerald Maintains Overweight on NVIDIA, $200 Price Target

January 27, 2025 Analyst: C.J. Muse 1 min read Reproduced verbatim

Rating: Buy; Unchanged
Target: $200
Outcome: Reached; on October 28, 2025

What the analyst said

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $200 price target on NVIDIA (NASDAQ: NVDA).

“At the end of the day, DeepSeek’s advances mean we are closer to AGI.

Work will continue on pre-training, post-training, and time-based inference/reasoning, and future investments in large-scale clusters will only accelerate. All of which is bullish for AI.

Innovation is driving down cost of adoption and making AI ubiquitous – supporting Jevons Paradox. We see this progress as positive in the need for more and more compute over time (not less).”

Disclaimer
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Where the price stands

This target$200Median$315Highest$515Today$214At the note$143

NVDA trades at $214. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $200 target is 37% below the median, the lowest on the Street.

Since the note NVDA has moved +50% (from $143). The 12-month window closed on January 27, 2026.

Track record

This call✓ Target reached on October 28, 2025, 9 months after the note.

Firm track recordCantor: 86% of its 28 targets at least a year old were reached within 12 months (#12 of 28 firms); on NVIDIA, 3 of 5. Accuracy ranking →