Nvidia (NVDA) Remains Top Pick at Cantor Despite Market Bubble Concerns

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) is considered an attractive investment opportunity despite concerns about an "AI bubble," with a current trading multiple of approximately 21 times its projected 2026 EPS of $9-$10 [1][2]. Group 1 - Cantor Fitzgerald has reiterated an "Overweight" rating on NVIDIA with a price target of $300, emphasizing that the stock is too inexpensive to overlook [1]. - The firm projects that for CY27, NVIDIA's EPS could reach $11, with a potential stretch goal of $12+, indicating a conservative outlook based on current booking trends [2]. - NVIDIA specializes in AI-driven solutions, providing platforms for data centers, self-driving cars, robotics, and cloud services [2]. Group 2 - While NVIDIA is recognized for its investment potential, there are other AI stocks that may offer greater upside potential and lower downside risk [3].