Cantor Fitzgerald reiterates Overweight rating on Nvidia stock at $200 target

Investing.com - Cantor Fitzgerald has reiterated its Overweight rating on Nvidia (NASDAQ:NVDA) with a price target of $200.00, maintaining its bullish stance on the semiconductor giant. According to InvestingPro data, Nvidia currently commands a market capitalization of $3.85 trillion and boasts an excellent overall financial health score.

The stock has experienced significant volatility in 2025, reaching a 52-week high of $149 on January 6, before dropping 37% to a 52-week low of $94 on April 4, according to Cantor Fitzgerald’s analysis. This volatility aligns with InvestingPro’s assessment, which shows the stock’s beta at 2.12, indicating higher market sensitivity than average.

Nvidia shares recently set a new all-time high of $158 on June 25, contributing to the stock’s 17% year-to-date gain, outperforming the Philadelphia Semiconductor Index (SOX), which has risen 11% during the same period.

Consensus estimates for Nvidia’s calendar year 2026 earnings per share have increased by 10% since the beginning of the year, reflecting growing analyst confidence in the company’s future performance.

The firm notes that Nvidia currently trades at 27 times its projected CY26 earnings per share, which is below its historical next-twelve-months price-to-earnings ratio range of 30-40 times.

In other recent news, SandboxAQ has released a substantial AI-generated dataset to expedite drug discovery by predicting drug-protein interactions, utilizing Nvidia’s chips to generate synthetic data. This development could significantly enhance the speed and accuracy of pharmaceutical research. Meanwhile, Northrop Grumman (NYSE:NOC) is expanding its use of NVIDIA technology to enhance AI applications for spacecraft operations, aiming to improve efficiency in complex environments such as spacecraft docking and on-orbit inspections. The company plans to integrate these applications into the NVIDIA Omniverse simulation platform to advance its space solutions.

In another development, Cyngn Inc. was featured in a NVIDIA blog post, highlighting its use of NVIDIA’s Isaac platform for developing autonomous industrial vehicles. This mention comes ahead of the Automatica 2025 trade fair, where Cyngn will showcase its technology. Additionally, Malaysia’s trade ministry is investigating reports of a Chinese firm using Nvidia AI chips in the country, following a Wall Street Journal article suggesting potential breaches of local regulations.

Lastly, Elon Musk announced that the next version of his AI model, Grok 4, is set to be released shortly after July 4th. The model, developed by Musk’s company xAI, is in the final stages of development, needing one more significant run for a specialized coding model before its public release. These recent developments reflect ongoing advancements and collaborations in the AI and technology sectors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.