{"id":299246,"date":"2025-10-13T06:32:13","date_gmt":"2025-10-13T06:32:13","guid":{"rendered":"https:\/\/www.europesays.com\/us\/299246\/"},"modified":"2025-10-13T06:32:13","modified_gmt":"2025-10-13T06:32:13","slug":"can-nvda-stock-reach-300-heres-what-c-j-muse-expects","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/299246\/","title":{"rendered":"Can NVDA Stock Reach $300? Here\u2019s What C.J. Muse Expects"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>It\u2019s safe to say <strong>Nvidia (<\/strong><a href=\"https:\/\/www.tipranks.com\/stocks\/nvda\/forecast\" rel=\"nofollow noopener\" target=\"_blank\"><strong>NASDAQ:NVDA<\/strong><\/a><strong>)<\/strong> hasn\u2019t just benefited from the rise of <a data-autolink=\"true\" href=\"https:\/\/www.tipranks.com\/compare-stocks\/artificial-intelligence\" rel=\"nofollow noopener\" target=\"_blank\">AI<\/a> \u2013 it has defined it. Its chips have become the backbone of modern artificial intelligence, selling at a record pace and powering the world\u2019s most advanced systems. But lately, given all the hype surrounding AI and the abundant stock market gains, some investors have begun to wonder if we are now in AI bubble territory.<\/p>\n<p>Elevate Your Investing Strategy:<\/p>\n<ul style=\"padding-top: 5px;\">\n<li> Take advantage of <a data-link=\"article_promo\" href=\"https:\/\/lp.tipranks.com\/july-2025-50off\/?coupon=intro50p&amp;llf=rss&amp;timer=on\" rel=\"nofollow noopener\" target=\"_blank\"> TipRanks Premium at 50% off! <\/a> Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.\n<\/li>\n<\/ul>\n<p>Cantor\u2019s C.J. Muse strongly disagrees. The top 1%\u2013ranked analyst argues that we\u2019re still in the \u201cearly innings of a multi-trillion AI infrastructure build-out,\u201d where hyperscalers alone provide visibility into hundreds of billions in demand over the next several years. Beyond that, he points to accelerating adoption across Neo-Clouds, enterprise customers, and emerging physical AI applications as evidence that this cycle has far more room to run.<\/p>\n<\/blockquote>\n<p>\u201cThus, this is not a bubble, and we are still in the early innings of this investment cycle,\u201d said the 5-star analyst.<\/p>\n<p>Muse\u2019s conviction was further reinforced after recent investor meetings with Nvidia\u2019s top brass, including CEO Jensen Huang and CFO Colette Kress. Among the key takeaways was the company\u2019s new partnership with OpenAI, designed to position the ChatGPT maker as a self-hosted hyperscaler. The strategy aims to remove \u201cmargin stacking\u201d from server ODMs and CSPs, narrowing the cost gap between Nvidia and ASICs to roughly 15% \u2013 a move Muse calls a \u201cwin-win for both\u201d that could intensify pressure on the ASIC market. <\/p>\n<p>Nvidia is also pushing forward with its Extreme Co-Design approach on an \u201cannual cadence,\u201d optimizing the entire AI infrastructure end-to-end. Customers, Muse notes, are no longer just buying chips \u2013 they\u2019re buying the capability to deploy AI at scale, made possible through Nvidia\u2019s comprehensive full-stack platform, including CUDA-X. \u201cPut simply,\u201d adds the analyst, \u201cJensen and the team are as focused and competitive as ever, and they are playing to win (per Jensen, \u2018Getting S*** Done\u2019), and we do not see a scenario where NVDA does not secure at least 75% of the AI Accelerator market over time.\u201d<\/p>\n<p>Following three days of meetings, Muse\u2019s confidence in both Nvidia\u2019s dominance and the long-term AI infrastructure expansion \u201cincreased considerably.\u201d The analyst now sees $8 in EPS by 2026 (versus the Street\u2019s $6.26) and $11 by 2027 (compared to $7.36 consensus). \u201cConsidering a backdrop of out-year consensus potentially still 50% too low, NVDA remains our Top Pick and continues to offer the most upside,\u201d Muse summed up.<\/p>\n<p>Accordingly, Muse assigns NVDA stock an Overweight (i.e., Buy), while raising his price target to a new Street-high of $300 (up from $240), suggesting the stock will gain ~64% in the months ahead. (To watch Muse\u2019s track record, <a href=\"https:\/\/www.tipranks.com\/experts\/analysts\/c-j-muse\" rel=\"nofollow noopener\" target=\"_blank\">click here<\/a>)<\/p>\n<p>The Street\u2019s average price target is a more modest $219.86, a figure that points to one-year share appreciation of 20%. On the rating front, the stock claims a Strong Buy consensus view, based on a mix of 35 Buys, 2 Holds, and 1 Sell. (See <a href=\"https:\/\/www.tipranks.com\/stocks\/nvda\/forecast\" rel=\"nofollow noopener\" target=\"_blank\"><strong>NVDA stock forecast<\/strong><\/a>)<\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/stocks\/nvda\/forecast\" rel=\"nofollow noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"547\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/10\/image-930-1024x547.png\" alt=\"\" class=\"wp-image-2493036\"  \/><\/a><\/p>\n<p>To find good ideas for stocks trading at attractive valuations, visit TipRanks\u2019<a> <\/a><a href=\"https:\/\/www.tipranks.com\/stocks-to-buy\" rel=\"nofollow noopener\" target=\"_blank\">Best Stocks to Buy<\/a>, a tool that unites all of TipRanks\u2019 equity insights.<\/p>\n<p>Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.<\/p>\n<p><a href=\"https:\/\/www.tipranks.com\/glossary\/d\/disclaimer-disclosure\" style=\"margin-right: 32px;\" rel=\"nofollow noopener\" target=\"_blank\">Disclaimer &amp; Disclosure<\/a><a href=\"https:\/\/www.tipranks.com\/glossary\/c\/contact-editor\" rel=\"nofollow noopener\" target=\"_blank\">Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"It\u2019s safe to say Nvidia (NASDAQ:NVDA) hasn\u2019t just benefited from the rise of AI \u2013 it has defined&hellip;\n","protected":false},"author":3,"featured_media":299247,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,158,67,132,68],"class_list":{"0":"post-299246","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-technology","11":"tag-united-states","12":"tag-unitedstates","13":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115365461638109474","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/299246","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=299246"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/299246\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/299247"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=299246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=299246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=299246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}