Cantor Fitzgerald Reiterates Overweight on NVIDIA, $200 Price Target

Jul 1, 2025 Analyst: C.J. Muse 1 min read Reproduced verbatim
Rating
Buy
Price target
$200
Implied upside
+27%
vs $157.99 prior close
Cantor and NVIDIA logos

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

“NVDA (along with the SOX) has had a rather wild ride this year, setting a 52wk high just after the new year ($149 on 1/6/25), before declining 37% to a 52wk low ($94 on 4/4/25), and then officially setting a new all-time high just last week ($158 on 6/25/25) – all resulting in the stock +17% YTD vs. the SOX +11%.

Over the same period, we have seen consensus CY26 EPS increase by +10%, resulting in NVDA currently trading at 27x CY26EPS, compared to a historical NTM P/E of 30-40x.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Tracking this call

Since this note+46% NVDA $157.99 → $230.48 (Oct 9) · target reached

This call✓ Target reached on Oct 28, 2025, 4 months after the note.

Firm track recordCantor: 81% of its 16 targets at least a year old were reached within 12 months (#10 of 20 firms); on NVIDIA, 3 of 4. Accuracy ranking →

Share
Share on
Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.