NVDA - CANTOR REITERATES OVERWEIGHT ON NVIDIA, SEES STRONG BEAT AHEAD Cantor Fitzgerald reaffirmed an Overweight rating and $400 price target on NVIDIA (NVDA). Analyst C.J. Muse expects a strong beat-and-raise for the upcoming quarter, with CY26/27 EPS tracking $9/$12+ versus consensus $7.75/$9.53. Muse highlights surging compute demand, a Blackwell-driven rack-scale supercycle, and expanding AI adoption as tailwinds, noting NVDA is sold out for CY26 with backlog building through CY28. Despite concerns over hyperscale CapEx and competition, the firm sees NVIDIA shares poised for a major inflection, with fair value at $300–$400.(*Walter Bloomberg)