Mizuho

All Mizuho notes 115

This Month 3
SPACEXBuyReiterate · Aug 5, 2026$200maintainedPALANTIRBuyRaises target · Aug 4, 2026$215from $185ON SEMICONDUCTORBuyLowers target · Aug 4, 2026$110from $125
July 2026 17
MICROSOFTBuyRaises target · Jul 30, 2026$510from $490QUALCOMMHoldLowers target · Jul 30, 2026$170from $210LAM RESEARCHBuyLowers target · Jul 30, 2026$370from $400ARMBuyLowers target · Jul 30, 2026$400from $500METABuyLowers target · Jul 30, 2026$750from $835AMDBuyRaises target · Jul 27, 2026$625from $615INTELHoldLowers target · Jul 24, 2026$109from $135TEXAS INSTRUMENTSHoldRaises target · Jul 23, 2026$305from $300TESLABuyLowers target · Jul 23, 2026$450from $480GMBuyReiterate · Jul 22, 2026$100maintainedORACLEBuyReiterate · Jul 21, 2026$320maintainedMICROSOFTBuyLowers target · Jul 15, 2026$490from $515LAM RESEARCHBuyRaises target · Jul 9, 2026$400from $380APPLIED MATERIALSBuyRaises target · Jul 9, 2026$650from $540SPACEXBuyInitiate · Jul 7, 2026$200maintainedMETABuyReiterate · Jul 1, 2026$835maintainedON SEMICONDUCTORBuyLowers target · Jul 1, 2026$125from $150
June 2026 16
QUALCOMMHoldRaises target · Jun 29, 2026$210from $170ON SEMICONDUCTORBuyReiterate · Jun 26, 2026$150maintainedMICRONBuyRaises target · Jun 25, 2026$1375from $1150INTELHoldRaises target · Jun 22, 2026$135from $128INTELHoldReiterate · Jun 17, 2026$128maintainedORACLEBuyMaintains · Jun 15, 2026$320from $320ORACLEBuyMaintains · Jun 11, 2026$320from $320BROADCOMBuyReiterate · Jun 8, 2026$530maintainedMETABuyReiterate · Jun 4, 2026$835maintainedARMBuyRaises target · Jun 4, 2026$500from $425BROADCOMHoldRaises target · Jun 4, 2026$530from $480ORACLEBuyMaintains · Jun 3, 2026$320from $320ARMBuyRaises target · Jun 1, 2026$425from $360INTELHoldRaises target · Jun 1, 2026$128from $124SUSUPER MICRO COMPUTERHoldRaises target · Jun 1, 2026$44from $36AMDBuyRaises target · Jun 1, 2026$615from $515
May 2026 21
ARMBuyRaises target · May 27, 2026$360from $290MICRONBuyRaises target · May 27, 2026$1150from $800ON SEMICONDUCTORBuyRaises target · May 27, 2026$150from $130APPLIED MATERIALSBuyRaises target · May 27, 2026$540from $500LAM RESEARCHBuyRaises target · May 27, 2026$380from $330NVIDIABuyRaises target · May 21, 2026$300from $275MICRONBuyRaises target · May 19, 2026$800from $740TEXAS INSTRUMENTSHoldRaises target · May 19, 2026$300from $255ON SEMICONDUCTORBuyRaises target · May 19, 2026$130from $120APPLIED MATERIALSBuyRaises target · May 15, 2026$500from $410INTELHoldRaises target · May 12, 2026$124from $100AMDBuyRaises target · May 12, 2026$515from $415GOGOOGLEBuyRaises target · May 6, 2026$460from $420MICRONBuyRaises target · May 6, 2026$740from $545INTELHoldRaises target · May 6, 2026$100from $71ARMBuyRaises target · May 6, 2026$255from $230SUSUPER MICRO COMPUTERHoldRaises target · May 6, 2026$30from $25AMDBuyRaises target · May 6, 2026$415from $280METABuyLowers target · May 5, 2026$835from $850ON SEMICONDUCTORHoldRaises target · May 5, 2026$120from $70RIVIANSellRaises target · May 1, 2026$13from $11
April 2026 18
QUALCOMMHoldRaises target · Apr 30, 2026$170from $140GMBuyLowers target · Apr 28, 2026$100from $105INTELHoldRaises target · Apr 24, 2026$71from $59INTELHoldRaises target · Apr 24, 2026$71from $59LAM RESEARCHBuyRaises target · Apr 23, 2026$330from $295TESLABuyLowers target · Apr 23, 2026$480from $540TEXAS INSTRUMENTSHoldRaises target · Apr 23, 2026$255from $215BROADCOMBuyReiterate · Apr 17, 2026$480maintainedTEXAS INSTRUMENTSHoldRaises target · Apr 16, 2026$215from $160INTELHoldRaises target · Apr 15, 2026$59from $48INTELHoldRaises target · Apr 15, 2026$59from $48PALANTIRBuyLowers target · Apr 14, 2026$185from $195ORACLEBuyMaintains · Apr 10, 2026$400from $400GOGOOGLEBuyRaises target · Apr 10, 2026$420from $410MICRONBuyRaises target · Apr 10, 2026$545from $530ORACLEBuyMaintains · Apr 7, 2026$320from $320SUSUPER MICRO COMPUTERHoldLowers target · Apr 6, 2026$25from $33ARMBuyRaises target · Apr 6, 2026$230from $160
March 2026 6
ARMBuyMaintains · Mar 25, 2026$160from $160PALANTIRBuyMaintains · Mar 19, 2026$195from $195MICRONBuyRaises target · Mar 19, 2026$530from $480ORACLEBuyLowers target · Mar 16, 2026$320from $400MICRONBuyReiterate · Mar 12, 2026$480maintainedORACLEBuyMaintains · Mar 11, 2026$400from $400
February 2026 12
NVIDIABuyReiterate · Feb 26, 2026$275maintainedPALANTIRBuyUpgrade · Feb 18, 2026$195maintainedRIVIANSellRaises target · Feb 13, 2026$11from $10APPLIED MATERIALSBuyRaises target · Feb 13, 2026$410from $370ON SEMICONDUCTORBuyLowers target · Feb 10, 2026$70from $72ARMBuyLowers target · Feb 5, 2026$160from $190QUALCOMMHoldLowers target · Feb 5, 2026$140from $160GOGOOGLEBuyRaises target · Feb 5, 2026$410from $400SUSUPER MICRO COMPUTERHoldRaises target · Feb 4, 2026$33from $31AMDBuyLowers target · Feb 4, 2026$275from $285GOGOOGLEBuyRaises target · Feb 3, 2026$400from $365PALANTIRHoldLowers target · Feb 3, 2026$195from $205
January 2026 11
METABuyRaises target · Jan 29, 2026$850from $815GMBuyRaises target · Jan 28, 2026$105from $100LAM RESEARCHBuyRaises target · Jan 28, 2026$265from $220TEXAS INSTRUMENTSHoldRaises target · Jan 28, 2026$160from $145APPLIED MATERIALSBuyRaises target · Jan 27, 2026$370from $275MICRONBuyRaises target · Jan 27, 2026$480from $390QUALCOMMHoldLowers target · Jan 26, 2026$160from $175INTELHoldRaises target · Jan 23, 2026$48from $41INTELHoldRaises target · Jan 23, 2026$48from $41QUALCOMMHoldLowers target · Jan 9, 2026$175from $200GOGOOGLEBuyRaises target · Jan 9, 2026$365from $325
December 2025 1
NVIDIABuyReiterate · Dec 30, 2025$245maintained
November 2025 1
TESLABuyLowers target · Nov 25, 2025$475from $485
October 2025 4
MICROSOFTBuyReiterate · Oct 28, 2025$640maintainedTESLABuyRaises target · Oct 23, 2025$485from $450RIVIANSellLowers target · Oct 20, 2025$10from $14NVIDIABuyRaises target · Oct 13, 2025$225from $205
September 2025 3
NVIDIABuyReiterate · Sep 24, 2025$205maintainedRIVIANHoldRaises target · Sep 23, 2025$14from $12NIOBuyRaises target · Sep 23, 2025$7from $6
August 2025 1
NVIDIABuyReiterate · Aug 27, 2025$205maintained
July 2025 1
PALANTIRHoldRaises target · Jul 16, 2025$135from $116