Wall Street firm
Stifel price targets & ratings
Every Stifel research note we track: the rating, the 12-month price target and the analyst’s own words.
How often Stifel gets it right
Accuracy ranking →83%of its price targets at least a year old were reached within 12 months
#6 of 26in our ranking of Wall Street firms
42price targets a year old or more
Based on 42 price targets at least a year old, as Wall Street targets are 12-month calls. 95 more are still open, and 51 of those have already been reached. Best call: Tesla at $450 (Apr 24, 2025), a 79% move that was reached on Oct 1, 2025.
Stifel’s current calls 21
The latest rating and 12-month target on each company covered in the last year, with the upside from the last share price. Greyed targets are over four months old.
 RivianRIVN | Buy | $22 | +57% | Nov 9, 2026 | 10 notes |
|---|---|---|---|---|---|
 SpaceXSPCX | Buy | $190 | +34% | Nov 9, 2026 | 5 notes |
 AMDAMD | Buy | $725 ▲ from $700 | +43% | Nov 4, 2026 | 17 notes |
 IntelINTC | Hold | $90 ▼ from $110 | +52% | Oct 30, 2026 | 15 notes |
 MarvellMRVL | Buy | $370 | +139% | Oct 29, 2026 | 15 notes |
 MicrosoftMSFT | Buy | $650 ▲ from $575 | +19% | Oct 29, 2026 | 10 notes |
 KLAKLAC | Buy | $230 ▼ from $250 | +52% | Oct 29, 2026 | 6 notes |
 Texas InstrumentsTXN | Buy | $370 ▲ from $360 | +25% | Oct 22, 2026 | 7 notes |
 GlobalFoundriesGFS | Buy | $60 | +48% | Oct 15, 2026 | 4 notes |
 TSMCTSM | Buy | $520 ▲ from $515 | +34% | Oct 15, 2026 | 4 notes |
 ON SemiconductorON | Hold | $80 ▲ from $75 | +16% | Oct 5, 2026 | 8 notes |
 MicronMU | Buy | $1,500 | +105% | Oct 1, 2026 | 14 notes |
 OracleORCL | Buy | No target | — | Sep 21, 2026 | 4 notes |
 NVIDIANVDA | Buy | $315 ▲ from $282 | +76% | Aug 27, 2026 | 18 notes |
 Analog DevicesADI | Buy | $498 | +26% | Aug 20, 2026 | 7 notes |
 TeslaTSLA | Buy | $491 ▼ from $508 | +30% | Aug 3, 2026 | 14 notes |
 Lam ResearchLRCX | Buy | $425 ▲ from $325 | +92% | Jul 10, 2026 older | 5 notes |
 Applied MaterialsAMAT | Buy | $650 ▲ from $530 | +75% | Jul 10, 2026 older | 5 notes |
 Alphabet (Google)GOOGL | Buy | $420 | +46% | May 20, 2026 older | 5 notes |
 MetaMETA | Buy | $780 ▼ from $805 | +22% | Apr 30, 2026 older | 11 notes |
 LucidLCID | Hold | $17 | +372% | Mar 16, 2026 older | 11 notes |
- Research notes
- 195
- Companies covered
- 21
- Latest note
- Nov 9, 2026
- Ratings · last 3 months
- 13 Buy2 Hold0 Sell
Stifel analysts
All analysts →Open a name for that analyst’s calls and track record. The number is how many of their notes we hold.
All Stifel notes 195
February 2026 12
LucidHoldKept rating and price targetReiterated Feb 25$17maintainedTexas InstrumentsHoldKept rating and price targetReiterated Feb 25$215maintainedAnalog DevicesBuyRaised price target +13%, kept ratingRaised target Feb 18$405from $360+13%RivianBuyRaised price target +18%, kept ratingRaised target Feb 17$20from $17+18%Analog DevicesBuyRaised price target +9%, kept ratingRaised target Feb 17$360from $330+9%Applied MaterialsBuyRaised price target +32%, kept ratingRaised target Feb 13$450from $340+32%MarvellBuyKept rating and price targetReiterated Feb 11$114maintainedON SemiconductorHoldKept rating and price targetReiterated Feb 10$60maintainedAlphabet (Google)BuyRaised price target +14%, kept ratingRaised target Feb 5$395from $346+14%AMDBuyKept rating and price targetReiterated Feb 4$280maintainedAMDBuyKept rating and price targetReiterated Feb 4$280maintainedJanuary 2026 13
KLABuyRaised price target +6%, kept ratingRaised target Jan 30$1,700from $1600+6%Lam ResearchBuyRaised price target +12%, kept ratingRaised target Jan 29$280from $250+12%MetaBuyRaised price target +4%, kept ratingRaised target Jan 29$820from $785+4%Texas InstrumentsHoldRaised price target +8%, kept ratingRaised target Jan 28$215from $200+8%IntelHoldRaised price target +20%, kept ratingRaised target Jan 23$42from $35+20%MetaBuyCut price target −10%, kept ratingCut target Jan 23$785from $875−10%Alphabet (Google)BuyRaised price target +4%, kept ratingRaised target Jan 23$346from $333+4%MicronBuyRaised price target +20%, kept ratingRaised target Jan 20$360from $300+20%Analog DevicesBuyRaised price target +14%, kept ratingRaised target Jan 16$330from $290+14%ON SemiconductorHoldRaised price target +20%, kept ratingRaised target Jan 16$60from $50+20%Lam ResearchBuyRaised price target +56%, kept ratingRaised target Jan 14$250from $160+56%KLABuyRaised price target +27%, kept ratingRaised target Jan 14$1,600from $1260+27%Applied MaterialsBuyRaised price target +36%, kept ratingRaised target Jan 14$340from $250+36%