Cantor Fitzgerald has raised its price target for NVIDIA Corporation (NASDAQ: NVDA) to $300 from $240, maintaining an “Overweight” rating on the stock. The firm cited accelerating growth across the artificial intelligence (AI) ecosystem and strong confidence from NVIDIA’s leadership following a recent series of investor meetings in New York City.
In the report titled “On the Road with Jensen – Still Born to Run on Today’s AI Runaway American Dream,” Cantor analysts highlighted their discussions with NVIDIA’s executive team, including CEO Jensen Huang, CFO Colette Kress, and IR head Toshiya Hari. The meetings underscored management’s bullish outlook on the future of AI infrastructure and sustained demand from major technology partners.
“At a high level, a lot has changed from a year ago, with things moving at exponential speed,” wrote Cantor analyst C.J. Muse. “Jensen was quite bullish and with great reason, in our view. We are still in the early innings of a multi-trillion-dollar AI infrastructure build-out.”
Cantor’s report emphasized that the ongoing wave of AI investment—driven by hyperscalers, enterprise adoption, and emerging “Neo-Clouds”—continues to fuel NVIDIA’s growth trajectory. The firm believes that demand visibility extends well into the next several years, dispelling concerns of a near-term slowdown or market bubble.
As of October 9, 2025, NVIDIA shares trade at $189.11, with a 52-week range between $86.62 and $191.05. The company currently holds a market capitalization of approximately $4.6 trillion.
Cantor concluded that NVIDIA remains “born to run” in today’s AI-driven landscape, positioning it as a cornerstone of the next phase of digital transformation.