Cantor Fitzgerald Increases NVIDIA (NASDAQ:NVDA) Price Target to $350.00

NVIDIA (NASDAQ:NVDA) had its price objective upped by analysts at Cantor Fitzgerald from $300.00 to $350.00 in a research report issued to clients and investors on Thursday, MarketBeat.com reports. The firm presently has an “overweight” rating on the computer hardware maker’s stock. Cantor Fitzgerald’s target price would suggest a potential upside of 55.33% from the company’s current price.

NVDA has been the subject of a number of other reports. UBS Group reissued a “buy” rating on shares of NVIDIA in a research note on Tuesday, March 17th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of NVIDIA in a research note on Thursday, May 7th. CICC Research lifted their target price on shares of NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a report on Friday, February 27th. Bank of America upped their target price on shares of NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Susquehanna reiterated a “positive” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research report on Tuesday. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, NVIDIA has an average rating of “Buy” and a consensus price target of $276.56.

NVIDIA Stock Performance

NVDA stock opened at $225.32 on Thursday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company has a 50 day moving average price of $192.36 and a 200 day moving average price of $188.38. NVIDIA has a fifty-two week low of $129.16 and a fifty-two week high of $236.54. The stock has a market capitalization of $5.46 trillion, a PE ratio of 45.98, a price-to-earnings-growth ratio of 0.74 and a beta of 2.25.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the previous year, the company posted $0.89 EPS. NVIDIA’s revenue was up 73.2% on a year-over-year basis. Analysts forecast that NVIDIA will post 7.84 EPS for the current year.

Insiders Place Their Bets

In related news, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the sale, the director owned 14,788 shares in the company, valued at $2,734,301.20. This represents a 16.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Colette Kress sold 20,000 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the completion of the sale, the chief financial officer owned 83,060 shares of the company’s stock, valued at approximately $14,526,363.40. This represents a 19.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 906,336 shares of company stock worth $162,802,518 over the last 90 days. 4.17% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On NVIDIA

Large investors have recently added to or reduced their stakes in the company. Lifetime Wealth Management P.C. bought a new position in NVIDIA during the 4th quarter worth about $26,000. Longview Financial Advisors Inc. bought a new stake in shares of NVIDIA in the first quarter worth $27,000. Longfellow Investment Management Co. LLC lifted its position in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Phillip James Consulting Co. bought a new stake in shares of NVIDIA in the first quarter worth $40,000. Finally, Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the second quarter worth $40,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Multiple reports said the U.S. has cleared Nvidia’s H200 AI chips for sale to about 10 Chinese companies, raising hopes for a meaningful rebound in China-related data center revenue. Reuters article
• Positive Sentiment: UBS and Cantor Fitzgerald both raised price targets on NVIDIA, reinforcing Wall Street’s view that AI demand and data center growth still have room to drive further upside. Proactive Investors article American Banking News article
• Positive Sentiment: Investors are increasingly betting that Nvidia will beat Q1 FY2027 expectations, with several previews citing strong hyperscaler spending, AI infrastructure demand, and a possible revenue surprise. Seeking Alpha article Investopedia article
• Neutral Sentiment: Coverage this morning emphasized that Nvidia’s stock has run hard into earnings, so some investors are locking in gains and watching whether the report can justify the valuation. CNBC article
• Negative Sentiment: The broader semiconductor complex sold off today, and some articles noted that Nvidia’s China opportunity is still not fully secured because approvals, deliveries, and Chinese domestic-chip competition remain uncertain. Benzinga article CNBC article

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.