Cantor Fitzgerald reiterates Nvidia stock rating on AI demand outlook
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Cantor Fitzgerald
American financial services company
Cantor Fitzgerald, L.P. is an American financial services firm that was founded in 1945. Cantor Fitzgerald's 1,600 employees work in more than 30 locations, including financial centers in the Americas, Europe, Asia-Pacific, and the Middle East. Together with its affiliates, Cantor Fitzgerald operate...
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Gold prices rise on Trump tariff jitters; Russia sold gold holding in January Dystopian AI report sinks DoorDash, software stocks Buy the dip in stocks amid geopolitical jitters, JPM’s Matejka says Trump’s new 15% tariff raises fresh legal and trade questions (South Africa Philippines Nigeria) Cantor Fitzgerald reiterates Nvidia stock rating on AI demand outlook By Investing.com Analyst Ratings Published 02/23/2026, 11:08 AM Cantor Fitzgerald reiterates Nvidia stock rating on AI demand outlook 0 NVDA -0.08% Investing.com - Cantor Fitzgerald reiterated an Overweight rating and $400 price target on Nvidia (NASDAQ:NVDA) . The firm expects the company to deliver a strong beat and raise guidance in two weeks. Wall Street analysts broadly share this optimism, with a consensus rating of Strong Buy and targets ranging from $140 to $352. The firm projects fiscal year 2026 and 2027 earnings per share could reach $9.00 and $12.00 or more, compared with current consensus estimates of $7.75 and $9.53. Compute demand remains strong with supply constraints persisting across product lines, including the six-year-old A100 product which is sold out with rising pricing. Cantor Fitzgerald expects Nvidia’s Blackwell product to continue ramping while Rubin remains on track for the second half of fiscal 2026. The firm believes Nvidia is now sold out for all of fiscal 2026, with backlog building for fiscal 2027 and 2028. The firm noted investor concerns include fears of peaking hyperscale capital expenditure in fiscal 2026, rising competition from Google TPUs, and worries about circular financing and unsustainable capital spending. Nvidia shares currently trade at 21 times and 16 times expected fiscal 2026 and 2027 earnings. With a PEG ratio of 0.78, InvestingPro data suggests the stock is trading at a low P/E relative to near-term earnings growth—one of 16 ProTips available to subscribers. The platform’s analysis indicates Nvidia a...
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