Cantor Fitzgerald Stands Firm on Nvidia Stock Rating Amid AI Cycle Uncertainty

Nvidia Corp.'s (no ticker given) stock rating remains Overweight according to Cantor Fitzgerald, which also maintains a $350.00 price target.

The firm's analyst, C.J. Muse, weighed in on the AI infrastructure demand trends and supply constraints affecting the semiconductor sector, noting that debates persist over the durability of the AI cycle versus macroeconomic and debt headwinds.

Nvidia is positioned as TSMC's largest customer, and Cantor Fitzgerald highlighted the company's valuation as the cheapest among compute names on calendar year 2028 earnings estimates. Nvidia also remains under-owned by hedge funds and long-only investors.