Cantor Fitzgerald Reiterates Overweight on NVIDIA, $350 PT
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.”
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.
