Vijay Rakesh 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
AMDAMD	Buy	$705	+9%	Oct 6, 2026	6
MicronMU	Buy	$1,400	+34%	Oct 1, 2026	10
ON SemiconductorON	Buy	$95	+10%	Sep 17, 2026	7
BroadcomAVGO	Buy	$530	+41%	Sep 3, 2026	1
NVIDIANVDA	Buy	$315	+32%	Aug 27, 2026	4
Applied MaterialsAMAT	Buy	$590	+11%	Aug 25, 2026	7
Lam ResearchLRCX	Buy	$365	+9%	Aug 25, 2026	5
QualcommQCOM	Hold	$210	+16%	Jun 29, 2026	5
ArmARM	Buy	$500	+65%	Jun 4, 2026	7
SUSuper Micro ComputerSMCI	Hold	$44	+1%	Jun 1, 2026	4
Texas InstrumentsTXN	Hold	$300	+1%	May 19, 2026	4
IntelINTC	Hold	$124	+10%	May 12, 2026	8
GEGeneral MotorsGM	Buy	$100	+22%	Apr 28, 2026	1
TeslaTSLA	Buy	$375	−1%	Apr 10, 2025	2

Track record

Of 21 price targets at least six months old, 90% were reached within six months and 76% moved the way the analyst expected. Most recent first. How we score

Notes by Vijay Rakesh 71

AMDBuyMizuho · Raised price target +22%, kept rating · Oct 6 $705from $580 MicronBuyMizuho · Raised price target +8%, kept rating · Oct 1 $1,400from $1,300 ON SemiconductorBuyMizuho · Cut price target −14%, kept rating · Sep 17 $95from $110 BroadcomBuyMizuho · Kept rating and price target · Sep 3 $530maintained NVIDIABuyMizuho · Raised price target +5%, kept rating · Aug 27 $315from $300 Applied MaterialsBuyMizuho · Cut price target −9%, kept rating · Aug 25 $590from $650 Lam ResearchBuyMizuho · Cut price target −1%, kept rating · Aug 25 $365from $370 MicronBuyMizuho · Cut price target −5%, kept rating · Aug 25 $1,300from $1,375 Applied MaterialsBuyMizuho · Kept rating and price target · Aug 14 $650maintained AMDBuyMizuho · Raised price target +2%, kept rating · Jul 27 $625from $615 Applied MaterialsBuyMizuho · Raised price target +20%, kept rating · Jul 9 $650from $540 Lam ResearchBuyMizuho · Raised price target +5%, kept rating · Jul 9 $400from $380 ON SemiconductorBuyMizuho · Cut price target −17%, kept rating · Jul 1 $125from $150 QualcommHoldMizuho · Raised price target +24%, kept rating · Jun 29 $210from $170 ON SemiconductorBuyMizuho · Kept rating and price target · Jun 26 $150maintained MicronBuyMizuho · Raised price target +20%, kept rating · Jun 25 $1,375from $1,150 ArmBuyMizuho · Raised price target +18%, kept rating · Jun 4 $500from $425 AMDBuyMizuho · Raised price target +19%, kept rating · Jun 1 $615from $515 ArmBuyMizuho · Raised price target +18%, kept rating · Jun 1 $425from $360 SUSuper Micro ComputerHoldMizuho · Raised price target +22%, kept rating · Jun 1 $44from $36 ON SemiconductorBuyMizuho · Raised price target +15%, kept rating · May 27 $150from $130 ArmBuyMizuho · Raised price target +24%, kept rating · May 27 $360from $290 Lam ResearchBuyMizuho · Raised price target +15%, kept rating · May 27 $380from $330 MicronBuyMizuho · Raised price target +44%, kept rating · May 27 $1,150from $800 Applied MaterialsBuyMizuho · Raised price target +8%, kept rating · May 27 $540from $500 ON SemiconductorBuyMizuho · Raised price target +8%, kept rating · May 19 $130from $120 Texas InstrumentsHoldMizuho · Raised price target +18%, kept rating · May 19 $300from $255 MicronBuyMizuho · Raised price target +8%, kept rating · May 19 $800from $740 Applied MaterialsBuyMizuho · Raised price target +22%, kept rating · May 15 $500from $410 IntelHoldMizuho · Raised price target +24%, kept rating · May 12 $124from $100 AMDBuyMizuho · Raised price target +24%, kept rating · May 12 $515from $415 IntelHoldMizuho · Raised price target +41%, kept rating · May 6 $100from $71 AMDBuyMizuho · Raised price target +48%, kept rating · May 6 $415from $280 ArmBuyMizuho · Raised price target +11%, kept rating · May 6 $255from $230 SUSuper Micro ComputerHoldMizuho · Raised price target +20%, kept rating · May 6 $30from $25 MicronBuyMizuho · Raised price target +36%, kept rating · May 6 $740from $545 ON SemiconductorBuyMizuho · Raised price target +71%, kept rating · May 5 $120from $70 QualcommHoldMizuho · Raised price target +21%, kept rating · Apr 30 $170from $140 GEGeneral MotorsBuyMizuho · Cut price target −5%, kept rating · Apr 28 $100from $105 IntelHoldMizuho · Raised price target +20%, kept rating · Apr 24 $71from $59 IntelHoldMizuho · Raised price target +20%, kept rating · Apr 24 $71from $59 Texas InstrumentsHoldMizuho · Raised price target +19%, kept rating · Apr 23 $255from $215 Lam ResearchBuyMizuho · Raised price target +12%, kept rating · Apr 23 $330from $295 Texas InstrumentsHoldMizuho · Upgraded, raised price target +34% · Apr 16 $215from $160 IntelHoldMizuho · Raised price target +23%, kept rating · Apr 15 $59from $48 IntelHoldMizuho · Raised price target +23%, kept rating · Apr 15 $59from $48 MicronBuyMizuho · Raised price target +3%, kept rating · Apr 10 $545from $530 ArmBuyMizuho · Raised price target +44%, kept rating · Apr 6 $230from $160 SUSuper Micro ComputerHoldMizuho · Cut price target −24%, kept rating · Apr 6 $25from $33 ArmBuyMizuho · Kept rating and price target · Mar 25 $160maintained MicronBuyMizuho · Raised price target +10%, kept rating · Mar 19 $530from $480 MicronBuyMizuho · Kept rating and price target · Mar 12 $480maintained Applied MaterialsBuyMizuho · Raised price target +11%, kept rating · Feb 13 $410from $370 ON SemiconductorBuyMizuho · Cut price target −3%, kept rating · Feb 10 $70from $72 ArmBuyMizuho · Cut price target −16%, kept rating · Feb 5 $160from $190 QualcommHoldMizuho · Cut price target −13%, kept rating · Feb 5 $140from $160 AMDBuyMizuho · Cut price target −4%, kept rating · Feb 4 $275from $285 SUSuper Micro ComputerHoldMizuho · Raised price target +6%, kept rating · Feb 4 $33from $31 Texas InstrumentsSellMizuho · Raised price target +10%, kept rating · Jan 28 $160from $145 Lam ResearchBuyMizuho · Raised price target +20%, kept rating · Jan 28 $265from $220

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