Cantor Reiterates Overweight on NVIDIA, $350 Price Target

September 8, 2026 Analyst: C.J. Muse 1 min read Reproduced verbatim

Rating: Overweight; Unchanged
Target: $350; Unchanged
Upside: +88%; NVDA at $187 today

What the analyst said

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

“AI Infrastructure demand will continue to dominate the headlines as we debate durability of the cycle vs. macro/debt headwinds, as well as ongoing supply constraints.

In this world, we favor TSMC’s #1 customer NVDA trading at the cheapest of all the compute names on CY28 EPS and still under-owned by HF/LOs; 2) HBM De-Specing at NVDA is purely economic decision – where they focus on optimizing GM and GPU sales for finite number of bits.”

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Where the price stands

This target$350Highest$515Lowest$270Today$187Median$315At the note$230

NVDA trades at $187. 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 −19% (from $230). 12-month window: day 59 of 365, closes on September 8, 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: 80% of its 55 targets at least a year old were reached within 12 months (#10 of 26 firms); on NVIDIA, 3 of 5. Accuracy ranking →