Cantor Fitzgerald Reiterates Overweight on NVIDIA, $350 Price Target
- Rating
- Buy
- Unchanged
- Target
- $350
- Unchanged
- Upside
- +53%
- NVDA at $229 today
What the analyst said
Cantor Fitzgerald analyst C.J.
Muse reiterated an Overweight rating and $350 price target on NVIDIA (NASDAQ: NVDA) on August 24, 2026.
“Investors are underweight NVDA and when this stock starts moving, it is going to move very, very, fast. We reiterate our Overweight rating and $350 price target. NVDA is still a Top Pick.
Catalyst Path: 1) Potentially more formal update on DC revenue outlook for CY27 (everyone but NVDA has provided a specific target #), 2) Greater details from Anthropic as it looks to IPO in 4Q26 (though obviously July ARR was a source of recent angst), 3) rising visibility to hyperscale/other capex into CY27/28, 4) sustained high growth for neoclouds, and 5) confidence in standardization of GPU’s as new asset class as new financing agreements are announced.”
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Where the price stands
NVDA trades at $229. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $350 target is 11% above the median.
Since the note NVDA has moved +7% (from $215). 12-month window: day 46 of 365, closes on August 24, 2027.
Track record
This callOpen: NVDA has not reached $350 yet. This 12-month target is scored on August 24, 2027.
Firm track recordCantor: 83% of its 24 targets at least a year old were reached within 12 months (#11 of 20 firms); on NVIDIA, 3 of 5. Accuracy ranking →
Cantor on NVIDIA
Cantor price targets on NVIDIA
8 calls from March 17, 2026 to September 8, 2026. The target went from $300 to $350 (+17%). The rating stayed Buy.
- September 8, 2026Kept the $350 targetBuy$350
- August 27, 2026Kept the $350 targetBuy$350
- August 24, 2026 This noteKept the $350 targetBuy$350
- May 21, 2026Kept the $350 targetBuy$350
- May 18, 2026Kept the $350 targetBuy$350
- May 14, 2026Target raised from $300 (+17%)Buy$350
- March 23, 2026Kept the $300 targetBuy$300
- March 17, 2026Earliest call shownBuy$300
