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Nvidia analyst sees buying opportunity ahead of earnings

invezz.com (Dutch) — August 24, 2026 at 07:01 PM UTC

Nvidia shares fell about 2.5% Monday, heading for a seventh consecutive loss day, ahead of its fiscal Q2 2027 earnings Wednesday. Cantor Fitzgerald analyst CJ Muse advised clients to invest heavily, citing a 12% year-to-date gain versus the PHLX Semiconductor Index's 59% rise. Muse argues Nvidia's financial engineering, including equity stakes in OpenAI and Anthropic and revenue-sharing deals with CoreWeave and Nebius, creates durable switching costs. He sees the stock trading at roughly 14 times 2027 earnings estimates and sets a $350 price target, about 67% above current levels. Risks include custom accelerators from major cloud providers eroding Nvidia's market share. The earnings report will test whether growth can overcome valuation concerns, with Rosenblatt and Benchmark maintaining Buy ratings.

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