CCantor NNVIDIA · NVDA
Cantor Reiterates Overweight on NVIDIA, $350 PT
Rating
Buy
Price target
$350
Previous
—
Implied upside
+52%
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.”
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.
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.
