James Schneider 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
MicronMU	Hold	$1,250	+20%	Oct 1, 2026	2
NVIDIANVDA	Buy	$300	+25%	Sep 10, 2026	2
MarvellMRVL	Hold	$195	−32%	Aug 27, 2026	5
AMDAMD	Buy	$640	−1%	Jul 6, 2026	6
IntelINTC	Hold	$150	+33%	Jun 25, 2026	1
BroadcomAVGO	Buy	$525	+40%	Jun 4, 2026	2
Applied MaterialsAMAT	Buy	$520	−2%	May 15, 2026	2
ArmARM	Sell	$150	−50%	May 7, 2026	2
Analog DevicesADI	Buy	$415	−1%	May 7, 2026	2
Texas InstrumentsTXN	Sell	$200	−33%	Apr 23, 2026	1
QualcommQCOM	Hold	$135	−25%	Mar 30, 2026	1
GlobalFoundriesGFS	Hold	$46	−5%	Feb 12, 2026	1

Track record

Of 8 price targets at least six months old, 100% were reached within six months and 75% moved the way the analyst expected. Most recent first. How we score

Notes by James Schneider 27

MicronHoldGoldman Sachs · Kept rating and price target · Oct 1 $1,250maintained NVIDIABuyGoldman Sachs · Kept rating and price target · Sep 10 $300maintained MarvellHoldGoldman Sachs · Kept rating and price target · Aug 27 $195maintained MarvellHoldGoldman Sachs · Raised price target +8%, kept rating · Aug 12 $195from $180 AMDBuyGoldman Sachs · Raised price target +42%, kept rating · Jul 6 $640from $450 MicronHoldGoldman Sachs · Raised price target +22%, kept rating · Jun 25 $1,100from $900 IntelHoldGoldman Sachs · Initiated coverage · Jun 25 $150 BroadcomBuyGoldman Sachs · Kept rating and price target · Jun 4 $525maintained MarvellHoldGoldman Sachs · Raised price target +44%, kept rating · May 28 $180from $125 MarvellHoldGoldman Sachs · Kept rating and price target · May 27 $125maintained Applied MaterialsBuyGoldman Sachs · Raised price target +33%, kept rating · May 15 $520from $390 ArmSellGoldman Sachs · Raised price target +20%, kept rating · May 7 $150from $125 Analog DevicesBuyGoldman Sachs · Raised price target +12%, kept rating · May 7 $415from $370 AMDBuyGoldman Sachs · Upgraded, raised price target +88% · May 6 $450from $240 AMDBuyGoldman Sachs · Upgraded, raised price target +88% · May 6 $450from $240 Texas InstrumentsSellGoldman Sachs · Raised price target +14%, kept rating · Apr 23 $200from $175 BroadcomBuyGoldman Sachs · Kept rating and price target · Apr 15 $480maintained ArmSellGoldman Sachs · Raised price target +14%, kept rating · Apr 9 $125from $110 QualcommHoldGoldman Sachs · Initiated coverage · Mar 30 $135 MarvellHoldGoldman Sachs · Raised price target +11%, kept rating · Mar 6 $100from $90 AMDHoldGoldman Sachs · Raised price target +14%, kept rating · Feb 25 $240from $210 Analog DevicesBuyGoldman Sachs · Raised price target +23%, kept rating · Feb 19 $370from $300 Applied MaterialsBuyGoldman Sachs · Raised price target +26%, kept rating · Feb 13 $390from $310 GlobalFoundriesHoldGoldman Sachs · Raised price target +15%, kept rating · Feb 12 $46from $40 AMDHoldGoldman Sachs · Kept rating and price target · Feb 4 $210maintained AMDHoldGoldman Sachs · Kept rating and price target · Feb 4 $210maintained NVIDIABuyGoldman Sachs · Initiated coverage · Jul 10, 2025 $185

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