{"id":206187,"date":"2025-12-27T06:06:16","date_gmt":"2025-12-27T06:06:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/206187\/"},"modified":"2025-12-27T06:06:16","modified_gmt":"2025-12-27T06:06:16","slug":"analyst-says-nvidia-set-to-regain-leadership-as-ai-fears-fade","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/206187\/","title":{"rendered":"Analyst Says Nvidia Set to Regain Leadership as AI Fears Fade"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4087385\/analyst-says-nvidia-set-to-regain-leadership-as-ai-fears-fade?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) shares are <a href=\"https:\/\/www.tipranks.com\/news\/nvidia-stock-nvda-is-ripe-for-outperformance-says-cantor-fitzgerald\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:positioned for renewed strength;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">positioned for renewed strength<\/a> 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.<\/p>\n<p class=\"yf-7hmkaz\">Cantor said Nvidia&#8217;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.<\/p>\n<p class=\"yf-7hmkaz\">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.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares are positioned for renewed strength heading into year-end and&hellip;\n","protected":false},"author":2,"featured_media":68579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,47095,13345,85,46,4136,125],"class_list":{"0":"post-206187","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-cantor-fitzgerald","12":"tag-gurufocus","13":"tag-il","14":"tag-israel","15":"tag-nvidia","16":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/206187","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=206187"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/206187\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/68579"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=206187"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=206187"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=206187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}