Wall Street analyst · JP Morgan

Harlan Sur price targets & ratings

Harlan Sur is a Wall Street equity research analyst at JP Morgan, covering Micron, NVIDIA, Applied Materials, AMD, GlobalFoundries and 6 more. Price Target holds 21 of these research notes since January 2026, each reproduced verbatim. Latest: JPMorgan Keeps Overweight on Micron, $1,540 Price Target (Sep 28, 2026).

21 notes11 companies88% targets reachedSep 28 latest note

Current calls

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

MicronMUBuy$1,540+47%Sep 28, 20263
NVIDIANVDABuy$320+34%Sep 2, 20261
Applied MaterialsAMATBuy$515−3%May 15, 20261
AMDAMDHold$385−41%May 6, 20261
GlobalFoundriesGFSHold$70+44%May 6, 20262
ON SemiconductorONHold$100+16%May 5, 20262
KLAKLACBuy$200+1%Apr 30, 20262
IntelINTCSell$45−60%Apr 24, 20264
Texas InstrumentsTXNBuy$280−6%Apr 23, 20262
Lam ResearchLRCXBuy$315−6%Apr 23, 20262
ArmARMBuy$145−52%Feb 5, 20261

Track record

Of 8 price targets at least six months old, 88% were reached within six months and 75% moved the way the analyst expected. Most recent first. How we score

CompanyNoteTargetSix months on
MicronMar 19, 2026$550✓ Reached May 4
GlobalFoundriesFeb 12, 2026$45✓ Reached Mar 11
ON SemiconductorFeb 10, 2026$70✓ Reached Feb 11
ArmFeb 5, 2026$145✓ Reached Mar 25
KLAJan 30, 2026$195✓ Reached May 26
Lam ResearchJan 29, 2026$300✓ Reached May 21
Texas InstrumentsJan 28, 2026$227✓ Reached Apr 17
IntelJan 23, 2026$35✗ Not reached

Notes by Harlan Sur 21

MicronMicronBuyJP Morgan · Kept rating and price target · Sep 28 $1,540maintained NVIDIANVIDIABuyJP Morgan · Kept rating and price target · Sep 2 $320maintained MicronMicronBuyJP Morgan · Raised price target +180%, kept rating · Jun 25 $1,540from $550 Applied MaterialsApplied MaterialsBuyJP Morgan · Raised price target +29%, kept rating · May 15 $515from $400 AMDAMDHoldJP Morgan · Raised price target +43%, kept rating · May 6 $385from $270 GlobalFoundriesGlobalFoundriesHoldJP Morgan · Raised price target +56%, kept rating · May 6 $70from $45 ON SemiconductorON SemiconductorHoldJP Morgan · Raised price target +43%, kept rating · May 5 $100from $70 KLAKLABuyJP Morgan · Cut price target −90%, kept rating · Apr 30 $200from $1,950 IntelIntelSellJP Morgan · Raised price target +29%, kept rating · Apr 24 $45from $35 IntelIntelSellJP Morgan · Raised price target +29%, kept rating · Apr 24 $45from $35 Texas InstrumentsTexas InstrumentsBuyJP Morgan · Raised price target +23%, kept rating · Apr 23 $280from $227 Lam ResearchLam ResearchBuyJP Morgan · Raised price target +5%, kept rating · Apr 23 $315from $300 MicronMicronBuyJP Morgan · Raised price target +57%, kept rating · Mar 19 $550from $350 GlobalFoundriesGlobalFoundriesHoldJP Morgan · Raised price target +29%, kept rating · Feb 12 $45from $35 ON SemiconductorON SemiconductorHoldJP Morgan · Raised price target +25%, kept rating · Feb 10 $70from $56 ArmArmBuyJP Morgan · Cut price target −19%, kept rating · Feb 5 $145from $180 KLAKLABuyJP Morgan · Raised price target +31%, kept rating · Jan 30 $1,950from $1,485 Lam ResearchLam ResearchBuyJP Morgan · Raised price target +82%, kept rating · Jan 29 $300from $165 Texas InstrumentsTexas InstrumentsBuyJP Morgan · Raised price target +8%, kept rating · Jan 28 $227from $210 IntelIntelSellJP Morgan · Raised price target +17%, kept rating · Jan 23 $35from $30 IntelIntelSellJP Morgan · Raised price target +17%, kept rating · Jan 23 $35from $30

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