Analyst C J Muse of Cantor Fitzgerald maintained a Buy rating on Nvidia, retaining the price target of $300.00.
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High conviction NVDA bears now have this Tradr ETFC J Muse has given his Buy rating due to a combination of factors that underscore Nvidia’s durable growth and earnings power. He interprets the more than $1T in Blackwell and Rubin bookings through 2027 as a conservative starting point that likely understates upside from LPX, CPX, and other offerings, supporting an earnings path closer to $15 per share versus current consensus.
He also emphasizes that demand for AI compute and inference remains extremely strong while supply is constrained, positioning Nvidia to sustain data center revenue growth above market expectations. With the stock trading at roughly 12x his 2027 upside earnings scenario, he views the risk/reward as highly attractive despite concerns about peak capex, leading him to reaffirm Nvidia as a Top Pick with a $300 price target.
According to TipRanks, J Muse is a top 25 analyst with an average return of 59.7% and a 69.78% success rate. J Muse covers the Technology sector, focusing on stocks such as Nvidia, KLA, and Marvell.
In another report released today, Citi also maintained a Buy rating on the stock with a $300.00 price target.