Cantor Fitzgerald keeps an Overweight rating and $300 price target on Nvidia (NVDA). The firm notes that Nvidia CEO’s keynote at GTC Washington DC event was filled with announcements, including new partnerships for the AI infrastructure build, new partnerships for Physical AI, partnership with the DOE to build 7 new supercomputers, and others. Cantor further contends that estimates for Nvidia are “way too low” as the company now has over $500B of business on the books for Blackwell/Rubin through 2026, the analyst tells investors in a research note. While concerns around the AI bubble continue to dominate headlines, Nvidia still only trades at 21-times the firm’s updated 2026 EPS upside of $9-$10, and the stock remains “too inexpensive to ignore”, the firm added.
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