C.J. Muse price targets & ratings

Current calls

Latest rating and price target on each company, with the implied move from the last share price.

Company	Rating	Target	Upside	Date	Notes
NVIDIANVDA	Buy	$350	+46%	Oct 5, 2026	4
AMDAMD	Buy	$700	+8%	Oct 5, 2026	6
MicronMU	Buy	$2,000	+91%	Oct 1, 2026	4
MarvellMRVL	Hold	$330	+15%	Sep 28, 2026	6
ASMLASML	Buy	€2,500	—	Sep 14, 2026	1
BroadcomAVGO	Buy	—	—	Sep 8, 2026	3
GlobalFoundriesGFS	Buy	$90	+85%	Sep 8, 2026	3
Analog DevicesADI	Buy	$550	+31%	Sep 8, 2026	1
QualcommQCOM	Hold	$165	−9%	Jul 30, 2026	6
KLAKLAC	Buy	$325	+65%	Jul 29, 2026	7
IntelINTC	Hold	$125	+11%	Jul 24, 2026	6
Applied MaterialsAMAT	Buy	$850	+60%	Jun 29, 2026	5
Lam ResearchLRCX	Buy	$500	+50%	Jun 29, 2026	5
Texas InstrumentsTXN	Hold	$250	−16%	Feb 23, 2026	1

Track record

Of 11 price targets at least six months old, 100% were reached within six months and 82% moved the way the analyst expected. Most recent first. How we score

Notes by C.J. Muse 58

NVIDIABuyCantor · Kept rating and price target · Oct 5 $350maintained AMDBuyCantor · Kept rating and price target · Oct 5 $700maintained NVIDIABuyCantor · Kept rating and price target · Oct 1 $350maintained MicronBuyCantor · Kept rating and price target · Oct 1 $2,000maintained MarvellHoldCantor · Raised price target +10%, kept rating · Sep 28 $330from $300 ASMLBuyCantor · Kept rating and price target · Sep 14 €2,500maintained NVIDIABuyCantor · Kept rating and price target · Sep 8 $350maintained BroadcomBuyCantor · Kept rating · Sep 8 GlobalFoundriesBuyCantor · Kept rating and price target · Sep 8 $90maintained Analog DevicesBuyCantor · Kept rating and price target · Sep 8 $550maintained BroadcomBuyCantor · Raised price target +14%, kept rating · Sep 3 $600from $525 MarvellHoldCantor · Kept rating and price target · Aug 28 $300maintained NVIDIABuyCantor · Kept rating and price target · Aug 27 $350maintained QualcommHoldCantor · Cut price target −18%, kept rating · Jul 30 $165from $200 KLABuyCantor · Kept rating and price target · Jul 29 $325maintained QualcommHoldCantor · Cut price target −9%, kept rating · Jul 27 $200from $220 AMDBuyCantor · Kept rating and price target · Jul 24 $700maintained IntelHoldCantor · Cut price target −17%, kept rating · Jul 24 $125from $150 Applied MaterialsBuyCantor · Raised price target +31%, kept rating · Jun 29 $850from $650 AMDBuyCantor · Raised price target +40%, kept rating · Jun 29 $700from $500 IntelHoldCantor · Raised price target +67%, kept rating · Jun 29 $150from $90 KLABuyCantor · Raised price target +30%, kept rating · Jun 29 $325from $250 Lam ResearchBuyCantor · Raised price target +18%, kept rating · Jun 29 $500from $425 MarvellHoldCantor · Raised price target +36%, kept rating · Jun 29 $300from $220 QualcommHoldCantor · Raised price target +10%, kept rating · Jun 25 $220from $200 Lam ResearchBuyCantor · Raised price target +33%, kept rating · Jun 10 $425from $320 KLABuyCantor · Raised price target +25%, kept rating · Jun 10 $2,000from $1,600 Applied MaterialsBuyCantor · Raised price target +13%, kept rating · Jun 10 $650from $575 BroadcomBuyCantor · Kept rating and price target · Jun 4 $525maintained MarvellHoldCantor · Raised price target +16%, kept rating · May 28 $220from $190 Applied MaterialsBuyCantor · Kept rating and price target · May 28 $575maintained MarvellHoldCantor · Raised price target, kept rating · May 26 $190 Applied MaterialsBuyCantor · Raised price target +5%, kept rating · May 15 $575from $550 Applied MaterialsBuyCantor · Raised price target, kept rating · May 11 $550 GlobalFoundriesBuyCantor · Raised price target +25%, kept rating · May 8 $100from $80 AMDBuyCantor · Raised price target +11%, kept rating · May 6 $500from $450 GlobalFoundriesBuyCantor · Upgraded · May 4 $80 Lam ResearchBuyCantor · Kept rating and price target · Apr 30 $320maintained QualcommHoldCantor · Raised price target +11%, kept rating · Apr 30 $150from $135 IntelHoldCantor · Raised price target +38%, kept rating · Apr 24 $90from $65 IntelHoldCantor · Raised price target +38%, kept rating · Apr 24 $90from $65 Lam ResearchBuyCantor · Kept rating and price target · Apr 23 $320maintained MicronBuyCantor · Kept rating and price target · Apr 1 $700maintained MicronBuyCantor · Kept rating and price target · Mar 19 $700maintained KLABuyCantor · Kept rating and price target · Mar 13 $1,850maintained KLABuyCantor · Kept rating and price target · Mar 9 $1,850maintained MarvellHoldCantor · Kept rating and price target · Mar 6 $100maintained Texas InstrumentsHoldCantor · Raised price target +11%, kept rating · Feb 23 $250from $225 QualcommHoldCantor · Cut price target −16%, kept rating · Feb 5 $135from $160 AMDBuyCantor · Kept rating and price target · Feb 2 $350maintained QualcommHoldCantor · Cut price target, kept rating · Feb 2 $160 AMDBuyCantor · Kept rating and price target · Feb 2 $350maintained KLABuyCantor · Raised price target, kept rating · Jan 30 $1,850 Lam ResearchBuyCantor · Raised price target, kept rating · Jan 29 $320 IntelHoldCantor · Kept rating and price target · Jan 23 $45maintained IntelHoldCantor · Kept rating and price target · Jan 23 $45maintained MicronBuyCantor · Raised price target +29%, kept rating · Jan 14 $450from $350 KLABuyCantor · Upgraded, raised price target +11% · Jan 6 $1,500from $1,350

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