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Cantor Fitzgerald analysts maintained a Neutral rating on NVIDIA (NASDAQ:NVDA) shares with a steady price target of $200.00. Analysts at Cantor Fitzgerald were notably impressed by the developments presented during NVIDIA’s GTC event, especially the keynote by CEO Jensen Huang. The key takeaway from the event was NVIDIA’s focus on extreme computing necessary for large-scale AI inference and the company’s initiatives to enhance the application of greater intelligence across various industries.
NVIDIA’s advancements in AI were highlighted, with particular emphasis on the importance of inference, which has become a critical and compute-intensive step in the AI processing pipeline. NVIDIA is concentrating on driving efficiencies in token generation, which is essential for AI inference, to make AI factories more economically viable in terms of cost and power consumption.
The company’s efforts to merge top-tier hardware with software initiatives were also noted. This includes the introduction of the Dynamo software stack, which is designed to act as the operating system for AI factories. When paired with the Blackwell architecture, it is expected to provide a 40-fold improvement in inference capabilities compared to the previous generation Hopper architecture.
Moreover, NVIDIA revealed its roadmap for the next three generations of products, promising significant performance enhancements. The company’s press release summarized these announcements, outlining a vision for continued innovation.
Looking ahead, Cantor Fitzgerald analysts believe that the AI revolution is just beginning. NVIDIA projected a potential Data Center revenue opportunity of at least $450 billion in calendar year 2028, up from over $200 billion in calendar year 2025, indicating a compound annual growth rate (CAGR) of more than 30%. This ambitious projection aligns with the company’s current performance, as InvestingPro data shows impressive revenue growth of 114.2% over the last twelve months, with a robust gross profit margin of 75%. Despite a challenging market environment, analysts at Cantor Fitzgerald expressed bullishness on their thesis and suggested that NVIDIA remains their top pick, especially given the stock’s valuation at 16 times the upside case for calendar year 2026 earnings per share of $7. They recommended adding to positions in NVIDIA shares, affirming the company’s strong prospects. According to InvestingPro analysis, NVIDIA currently trades near its Fair Value, with 24 analysts recently revising their earnings estimates upward. For deeper insights into NVIDIA’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively to InvestingPro subscribers, along with 18 additional ProTips and extensive financial metrics.
In other recent news, NVIDIA Corporation has been the subject of several analyst updates following its Global Technology Conference (GTC). BofA Securities maintained a Buy rating with a $200 price target, highlighting NVIDIA’s strong market position and the introduction of new products like Blackwell Ultra and Rubin, which promise significant improvements in AI performance. Deutsche Bank (ETR:DBKGn) also weighed in, maintaining a Hold rating with a $145 target, acknowledging NVIDIA’s optimistic outlook on AI compute needs and the company’s technological advancements such as the Dynamo operating system for AI factories.
Stifel analysts reiterated their Buy rating with a $180 target, emphasizing NVIDIA’s ongoing infrastructure development and its potential impact on data center expenditures. Meanwhile, Wells Fargo (NYSE:WFC) maintained an Overweight rating with a $185 target, noting NVIDIA’s competitive edge through networking advancements and platform innovation. These developments reflect NVIDIA’s strategic focus on AI infrastructure, which analysts believe positions the company favorably in the accelerated computing market.
Additionally, the company’s recent announcements include advancements in networking hardware, such as Spectrum-X and Quantum-X switches, which are expected to enhance NVIDIA’s capabilities in scaling GPU clusters. NVIDIA’s efforts to expand its total addressable market in areas like robotics and autonomous vehicles were also noted. These updates come amid NVIDIA’s projection of a substantial increase in AI compute requirements, which could drive significant growth in related expenditures.
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