KeyBanc

All Keybanc notes 61

This Month 6
SPACEXSector WeightInitiate · Jun 22, 2026maintainedMARVELLBuyRaises target · Jun 18, 2026$385from $260ORACLEBuyMaintains · Jun 11, 2026$300from $300APPLEUnknownReiterate · Jun 9, 2026maintainedC3.AISellMaintains · Jun 4, 2026$6from $6BROADCOMHoldRaises target · Jun 4, 2026$575from $500
May 2026 11
MARVELLBuyRaises target · May 28, 2026$260from $130ANALOG DEVICESBuyRaises target · May 21, 2026$500from $430NVIDIABuyRaises target · May 21, 2026$310from $300NVIDIABuyRaises target · May 18, 2026$300from $275APPLIED MATERIALSBuyRaises target · May 15, 2026$550from $450ARMBuyRaises target · May 7, 2026$300from $170SUSUPER MICRO COMPUTERUnknownReiterate · May 6, 2026maintainedAMDBuyRaises target · May 6, 2026$530from $330KLAUnknownReiterate · May 5, 2026maintainedMICROSOFTBuyMaintains · May 5, 2026$600from $600ON SEMICONDUCTORBuyRaises target · May 5, 2026$215from $75
April 2026 11
QUALCOMMHoldReiterate · Apr 30, 2026maintainedGOGOOGLEBuyRaises target · Apr 30, 2026$425from $380INTELBuyRaises target · Apr 24, 2026$110from $70INTELBuyRaises target · Apr 24, 2026$110from $70TEXAS INSTRUMENTSBuyRaises target · Apr 23, 2026$325from $240GOGOOGLEBuyReiterate · Apr 22, 2026$380maintainedGOGOOGLEBuyRaises target · Apr 20, 2026$380from $370METABuyLowers target · Apr 9, 2026$760from $855KLABuyReiterate · Apr 8, 2026maintainedINTELBuyRaises target · Apr 6, 2026$70from $65INTELBuyRaises target · Apr 6, 2026$70from $65
March 2026 6
SUSUPER MICRO COMPUTERUnknownReiterate · Mar 19, 2026maintainedMICRONBuyRaises target · Mar 19, 2026$600from $450NVIDIABuyReiterate · Mar 17, 2026$275maintainedNVIDIABuyNote · Mar 17, 2026maintainedORACLEBuyMaintains · Mar 11, 2026$300from $300MARVELLBuyMaintains · Mar 6, 2026$130from $130
February 2026 8
C3.AISellLowers target · Feb 26, 2026$6from $10NVIDIABuyReiterate · Feb 26, 2026$275maintainedANALOG DEVICESBuyRaises target · Feb 19, 2026$430from $375APPLIED MATERIALSUnknownRaises target · Feb 13, 2026$450from $380ON SEMICONDUCTORBuyRaises target · Feb 10, 2026$75from $65ARMBuyLowers target · Feb 5, 2026$170from $200GOGOOGLEBuyRaises target · Feb 5, 2026$370from $360AMDBuyRaises target · Feb 4, 2026$300from $270
January 2026 13
LAM RESEARCHUnknownReiterate · Jan 29, 2026maintainedMETABuyRaises target · Jan 29, 2026$855from $835TEXAS INSTRUMENTSHoldRaises target · Jan 28, 2026$240from $220METABuyLowers target · Jan 26, 2026$835from $875GOGOOGLEBuyRaises target · Jan 26, 2026$360from $330INTELBuyRaises target · Jan 23, 2026$65from $60INTELBuyRaises target · Jan 23, 2026$65from $60APPLIED MATERIALSBuyRaises target · Jan 16, 2026$380from $285MICRONBuyRaises target · Jan 13, 2026$450from $325ANALOG DEVICESBuyRaises target · Jan 13, 2026$375from $330AMDBuyUpgrade · Jan 13, 2026$270maintainedAMDBuyUpgrade · Jan 13, 2026$270maintainedINTELBuyUpgrade · Jan 13, 2026$60maintained
November 2025 1
MICROSOFTBuyReiterate · Nov 20, 2025$630maintained
September 2025 1
C3.AISellLowers target · Sep 4, 2025$10from $18
August 2025 2
NVIDIABuyRaises target · Aug 27, 2025$230from $215NVIDIABuyRaises target · Aug 19, 2025$215from $190
May 2025 2
C3.AIHoldMaintains · May 28, 2025$18from $18NVIDIABuyReiterate · May 21, 2025$190maintained

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