Wall Street analyst · Rosenblatt

Kevin Cassidy price targets & ratings

Kevin Cassidy is a Wall Street equity research analyst at Rosenblatt, covering Micron, AMD, NVIDIA, Qualcomm, Marvell and 4 more. Price Target holds 18 of these research notes since February 2026, each reproduced verbatim. Latest: Rosenblatt Raises Micron Price Target to $1,900 (Oct 1, 2026).

18 notes9 companies100% targets reachedOct 1 latest note

Current calls

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

MicronMUBuy$1,900+82%Oct 1, 20261
AMDAMDBuy$700+8%Sep 29, 20265
NVIDIANVDABuy$390+63%Aug 27, 20261
QualcommQCOMBuy$265+46%Jun 25, 20262
MarvellMRVLBuy$240−16%May 28, 20261
ArmARMBuy$270−11%May 7, 20262
Super Micro ComputerSMCIBuy$40−8%May 6, 20263
ON SemiconductorONHold$85−2%May 5, 20262
Texas InstrumentsTXNBuy$330+11%Apr 23, 20261

Track record

Of 6 price targets at least six months old, 100% were reached within six months and 67% moved the way the analyst expected. Most recent first. How we score

CompanyNoteTargetSix months on
Super Micro ComputerMar 25, 2026$32✓ Reached May 6
ON SemiconductorFeb 10, 2026$60✓ Reached Mar 6
ArmFeb 5, 2026$175✓ Reached Apr 20
QualcommFeb 5, 2026$190✓ Reached May 6
AMDFeb 4, 2026$300✓ Reached Apr 22
Super Micro ComputerFeb 4, 2026$50✓ Reached Jun 2

Notes by Kevin Cassidy 18

MicronMicronBuyRosenblatt · Raised price target +27%, kept rating · Oct 1 $1,900from $1,500 AMDAMDBuyRosenblatt · Kept rating and price target · Sep 29 $700maintained NVIDIANVIDIABuyRosenblatt · Raised price target, kept rating · Aug 27 $390 AMDAMDBuyRosenblatt · Raised price target +5%, kept rating · Aug 6 $700from $665 QualcommQualcommBuyRosenblatt · Raised price target +39%, kept rating · Jun 25 $265from $190 MarvellMarvellBuyRosenblatt · Raised price target, kept rating · May 28 $240 ArmArmBuyRosenblatt · Raised price target +54%, kept rating · May 7 $270from $175 AMDAMDBuyRosenblatt · Raised price target +63%, kept rating · May 6 $490from $300 SUSuper Micro ComputerBuyRosenblatt · Raised price target +25%, kept rating · May 6 $40from $32 ON SemiconductorON SemiconductorHoldRosenblatt · Raised price target +42%, kept rating · May 5 $85from $60 Texas InstrumentsTexas InstrumentsBuyRosenblatt · Raised price target +38%, kept rating · Apr 23 $330from $240 SUSuper Micro ComputerBuyRosenblatt · Cut price target −36%, kept rating · Mar 25 $32from $50 ON SemiconductorON SemiconductorHoldRosenblatt · Raised price target +20%, kept rating · Feb 10 $60from $50 ArmArmBuyRosenblatt · Cut price target −3%, kept rating · Feb 5 $175from $180 QualcommQualcommBuyRosenblatt · Cut price target −16%, kept rating · Feb 5 $190from $225 AMDAMDBuyRosenblatt · Kept rating and price target · Feb 4 $300maintained SUSuper Micro ComputerBuyRosenblatt · Kept rating and price target · Feb 4 $50maintained AMDAMDBuyRosenblatt · Kept rating and price target · Feb 4 $300maintained

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