Eseandre Mordi
NVIDIA is back in the spotlight. After a quarter that analysts at Cantor Fitzgerald called a "Triple Lindy" performance, NVDA shares climbed in pre-market trading on February 26, adding about $2.77, or 1.44%, to reach $198.25 after closing at $195.62 the session before. The move came on the heels of a bullish analyst note reaffirming confidence in the company's growth story well beyond the near term.
Cantor Fitzgerald Sees $3.1B Revenue Beat and 90% Supply Surge
The numbers behind the upgrade tell a compelling story. Fourth-quarter revenues came in roughly $3.1 billion above the guided midpoint, and first-quarter revenue guidance was lifted by $9.9 billion quarter over quarter. Supply commitments jumped nearly 90% in the same period, while gross margin expectations held firm in the mid-70% range. For a company already operating at NVIDIA's scale, those aren't incremental wins - they're a statement.
Cantor Fitzgerald's analysts leaned into the demand side too, flagging strong order books tied to agentic AI workloads and the rollout of Blackwell and Rubin platform deployments. Demand visibility now extends into calendar year 2027, a horizon that gives institutional investors something concrete to price in.
Demand visibility extending into 2027, tied to agentic AI and Blackwell deployments, underscores just how durable this cycle has become, Cantor Fitzgerald analysts noted in their commentary.
The $300 price target implies substantial upside from current levels near $198 - roughly 51% - which in itself signals the firm's conviction in NVIDIA's trajectory. Nvidia Stock Eyes $200 as Momentum Builds - and with that target now well in the rearview mirror, the next leg higher is already being mapped out by analysts.
AI Infrastructure Demand Keeps NVDA at the Center of the Semiconductor Story
Yes, operating expenses are rising, and yes, there are questions about whether hyperscale capital expenditures can sustain their current pace given cash flow constraints. But Cantor Fitzgerald's overall read is that those headwinds are manageable against the backdrop of explosive revenue growth. The AI-driven compute cycle - spanning hyperscalers, model builders, cloud providers, and enterprise adopters - remains intact.
NVDA Stock Breaks Out With Strong Volume Surge reinforced that read technically, and NVDA Stock Targets $240+ Squeeze Ahead of Earnings laid out how positioning dynamics could accelerate the move. Now, with fundamentals and analyst sentiment aligned, NVIDIA continues to set the tone for the broader semiconductor and AI infrastructure space.
Eseandre Mordi
