<div id="readability-page-1"><div><p><span>Nvidia </span><span> shares are positioned for renewed strength heading into year-end and 2026, according to analysts at Cantor Fitzgerald, who said the stock is ripe for outperformance despite recent consolidation. In a year-end note, the firm argued that investor concerns around a potential AI bubble have weighed on sentiment, but said those fears are overstated.</span></p><p><span>Cantor said Nvidia's recent sideways trading reflects caution rather than deteriorating fundamentals, noting that the broader AI trade has come under pressure even as long-term demand drivers remain intact. The firm believes the market is nearing a major AI demand inflection point and expects the valuation disconnect in Nvidia shares to correct in 2026 as enthusiasm for AI spending reaccelerates.</span></p><p><span>Cantor maintains a Buy-equivalent overweight rating and a $300 price target on the stock. Nvidia shares have gained about 3% over the past month, a muted move that analysts say reflects investors temporarily sitting on the sidelines.</span></p></div></div>

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<p>Analysts at Cantor Fitzgerald predict Nvidia shares will strengthen by year-end and 2026, despite recent consolidation. They argue that AI bubble fears are overstated and expect a major AI demand inflection point. Cantor maintains a Buy-equivalent overweight rating and a $300 price target on Nvidia stock.</p>

- Analysts at Cantor Fitzgerald predict renewed strength for Nvidia shares heading into year-end and 2026, despite recent consolidation.  
- They argue that concerns over a potential AI bubble are overstated, noting that recent trading reflects caution rather than worsening fundamentals.  
- With a Buy-equivalent overweight rating and a $300 price target, Cantor believes Nvidia will correct its valuation disconnect as AI spending enthusiasm reaccumulates.

Analyst Says Nvidia Set to Regain Leadership as AI Fears Fade