Bullish indicating open at $55-$60, IPO prices at $37
On Thursday, Cantor Fitzgerald reiterated its Overweight rating on NVIDIA stock (NASDAQ:NVDA) with a price target of $200.00. According to InvestingPro data, NVIDIA maintains a perfect Piotroski Score of 9, indicating exceptional financial strength, while demonstrating impressive revenue growth of 152% in the last twelve months. The firm’s analysts highlighted their positive outlook for the company’s performance in the coming years, projecting significant earnings per share (EPS) growth from $4.50 in calendar year 2025 to $6.80 in calendar year 2026. They also noted the potential for EPS to reach even higher levels, suggesting a possible increase to over $8.00. The company’s robust gross profit margin of 75.86% and strong return on equity of 127% support these growth projections.
The analysts emphasized the transformative impact of test time compute and reinforcement learning on the artificial intelligence (AI) compute demand landscape. They pointed out management’s comments regarding the 100-fold increase in compute per task requirements for reasoning models compared to one-shot inferencing. Additionally, NVIDIA’s Blackwell architecture was mentioned as being purpose-built to meet these demanding requirements, offering up to 25 times higher token well throughput and 20 times lower cost compared to the H100.
Looking ahead, Cantor Fitzgerald analysts identified several key events that could act as catalysts for NVIDIA. These include the GPU Technology Conference (GTC) scheduled for March 18-20, the Computex event on May 20, and the company’s earnings report on May 28. These events are anticipated to provide further insights into NVIDIA’s progress and potential future developments in its technology and market position. For deeper analysis and over 30 additional key metrics, including detailed valuation models and growth projections, explore NVIDIA’s comprehensive research report on InvestingPro, available as part of our coverage of 1,400+ top US stocks.
In other recent news, NVIDIA Corporation reported impressive earnings for Q4 2025, surpassing analyst expectations with an EPS of $0.89 against a forecast of $0.84. The company also exceeded revenue projections, achieving $39.3 billion compared to the anticipated $38.02 billion, marking a 78% year-over-year increase driven by strong data center performance. NVIDIA forecasts Q1 2026 revenue at $43 billion, reflecting ongoing growth in AI demand. In addition to these financial highlights, NVIDIA’s Blackwell architecture has generated significant interest, with revenues reaching $11 billion, surpassing initial guidance. Jefferies maintains a Buy rating on NVIDIA stock, highlighting the company’s continued momentum and the expected smooth transition from the previous Hopper architecture to Blackwell. Despite a temporary dip in gross margins due to the rapid Blackwell ramp-up, Jefferies anticipates a rebound as production reaches full capacity. Networking challenges were noted, but a return to growth is projected, driven by NVLink revenue from the GB200 product. These developments underscore NVIDIA’s strategic focus on AI and data center innovations, positioning the company as a leader in the AI computing infrastructure space.
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