Cantor Fitzgerald Maintains Overweight on NVIDIA, $350 Price Target

August 27, 2026 Analyst: C.J. Muse 1 min read Reproduced verbatim

Rating: Buy; Unchanged
Target: $350; Unchanged
Upside: +63%; NVDA at $214 today

What the analyst said

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $350 price target on NVIDIA (NASDAQ: NVDA).

“As no surprise, NVIDIA offered a solid beat-and-raise for the July/October quarters.

What is very incremental is NVIDIA once again indicating that Compute is sold out but nevertheless guiding CY27 revenues to grow by at least 70% (cons 46%) – implying CY27 revenues of ~$685-690B or more than $127B above consensus of $558B.

Importantly, mgmt highlighted that demand is in excess of 100% growth or more, with the entire Semiconductor supply chain tight and limiting further upside (though we suspect mgmt will take #s higher throughout next CY).”

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Where the price stands

This target$350Highest$515Lowest$270Today$214

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 $350 target is 11% above the median.

Since the note NVDA has moved +2% (from $210). 12-month window: day 51 of 365, closes on August 27, 2027.

Track record

This callOpen: NVDA has not reached $350 yet. This 12-month target is scored on August 24, 2027. Same target as this firm’s August 24, 2026 note, so it is scored there.

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 →

Earnings reactionOne of 23 notes after NVIDIA’s Aug 26 results: 16 of 23 raised targets. See every call →