Wall Street analyst · TD Cowen

Krish Sankar price targets & ratings

Krish Sankar is a Wall Street equity research analyst at TD Cowen, covering Micron, GlobalFoundries, Applied Materials, KLA, Lam Research and 3 more. Price Target holds 27 of these research notes since January 2026, each reproduced verbatim. Latest: TD Cowen Reaffirms Buy on Micron, $1,600 Price Target (Sep 16, 2026).

27 notes8 companies100% targets reachedSep 16 latest note

Current calls

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

MicronMUBuy$1,600+53%Sep 16, 20268
GlobalFoundriesGFSBuy$75+54%Aug 6, 20262
Applied MaterialsAMATBuy$700+32%Jul 9, 20263
KLAKLACBuy$260+32%Jul 9, 20263
Lam ResearchLRCXBuy$400+20%Jul 9, 20263
AppleAAPLBuy$350+5%Jun 9, 20264
ArmARMBuy$265−12%May 7, 20262
TSMCTSMHold$400−17%Apr 16, 20262

Track record

Of 9 price targets at least six months old, 100% were reached within six months and 100% moved the way the analyst expected. Most recent first. How we score

CompanyNoteTargetSix months on
MicronMar 19, 2026$550✓ Reached May 4
MicronMar 16, 2026$500✓ Reached Apr 27
Applied MaterialsFeb 13, 2026$450✓ Reached May 26
GlobalFoundriesFeb 12, 2026$56✓ Reached Apr 20
ArmFeb 5, 2026$165✓ Reached Apr 17
Lam ResearchJan 29, 2026$290✓ Reached May 6
MicronJan 20, 2026$450✓ Reached Mar 17
TSMCJan 16, 2026$370✓ Reached Feb 11
KLAJan 13, 2026$180✓ Reached Apr 20

Notes by Krish Sankar 27

MicronMicronBuyTD Cowen · Kept rating and price target · Sep 16 $1,600maintained GlobalFoundriesGlobalFoundriesBuyTD Cowen · Cut price target −12%, kept rating · Aug 6 $75from $85 MicronMicronBuyTD Cowen · Kept rating and price target · Jul 10 $1,600maintained Applied MaterialsApplied MaterialsBuyTD Cowen · Raised price target +33%, kept rating · Jul 9 $700from $525 KLAKLABuyTD Cowen · Raised price target +30%, kept rating · Jul 9 $260from $200 Lam ResearchLam ResearchBuyTD Cowen · Raised price target +18%, kept rating · Jul 9 $400from $340 MicronMicronBuyTD Cowen · Raised price target +7%, kept rating · Jun 25 $1,600from $1,500 MicronMicronBuyTD Cowen · Raised price target +127%, kept rating · Jun 15 $1,500from $660 AppleAppleBuyTD Cowen · Raised price target +4%, kept rating · Jun 9 $350from $335 Applied MaterialsApplied MaterialsBuyTD Cowen · Raised price target +17%, kept rating · May 15 $525from $450 ArmArmBuyTD Cowen · Raised price target +61%, kept rating · May 7 $265from $165 AppleAppleBuyTD Cowen · Raised price target +3%, kept rating · May 1 $335from $325 KLAKLABuyTD Cowen · Raised price target +11%, kept rating · Apr 30 $2,000from $1,800 MicronMicronBuyTD Cowen · Raised price target +20%, kept rating · Apr 28 $660from $550 AppleAppleBuyTD Cowen · Kept rating and price target · Apr 24 $325maintained Lam ResearchLam ResearchBuyTD Cowen · Raised price target +17%, kept rating · Apr 23 $340from $290 AppleAppleBuyTD Cowen · Kept rating and price target · Apr 21 $325maintained TSMCTSMCHoldTD Cowen · Raised price target +8%, kept rating · Apr 16 $400from $370 MicronMicronBuyTD Cowen · Raised price target +10%, kept rating · Mar 19 $550from $500 MicronMicronBuyTD Cowen · Raised price target +11%, kept rating · Mar 16 $500from $450 Applied MaterialsApplied MaterialsBuyTD Cowen · Raised price target +43%, kept rating · Feb 13 $450from $315 GlobalFoundriesGlobalFoundriesTD Cowen · Raised price target +33%, kept rating · Feb 12 $56from $42 ArmArmTD Cowen · Cut price target −13%, kept rating · Feb 5 $165from $190 Lam ResearchLam ResearchBuyTD Cowen · Raised price target +71%, kept rating · Jan 29 $290from $170 MicronMicronBuyTD Cowen · Raised price target +50%, kept rating · Jan 20 $450from $300 TSMCTSMCHoldTD Cowen · Raised price target +14%, kept rating · Jan 16 $370from $325 KLAKLABuyTD Cowen · Upgraded, raised price target +38% · Jan 13 $1,800from $1,300

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