TD Cowen
All TD Cowen notes 88
This Month 8
MICRONBuyRaises target · Jun 15, 2026$1500from $660
ORACLEBuyMaintains · Jun 11, 2026$300from $300
APPLEBuyRaises target · Jun 9, 2026$350from $335ORACLEBuyRaises target · Jun 8, 2026$300from $250
MICROSOFTBuyMaintains · Jun 4, 2026$540from $540
TESLABuyReiterate · Jun 4, 2026$490maintained
BROADCOMBuyReiterate · Jun 4, 2026$500maintained
AMDBuyRaises target · Jun 1, 2026$600from $500May 2026 14
MARVELLHoldRaises target · May 28, 2026$200from $180
ANALOG DEVICESBuyRaises target · May 21, 2026$450from $400
NVIDIABuyReiterate · May 21, 2026$275maintainedMARVELLHoldRaises target · May 15, 2026$180from $90BROADCOMBuyRaises target · May 15, 2026$500from $405NVIDIABuyRaises target · May 15, 2026$275from $235
APPLIED MATERIALSBuyRaises target · May 15, 2026$525from $450MICROSOFTBuyMaintains · May 15, 2026$540from $540
ARMBuyRaises target · May 7, 2026$265from $165
LUCIDHoldLowers target · May 6, 2026$7from $10AMDBuyRaises target · May 6, 2026$500from $290
ON SEMICONDUCTORBuyRaises target · May 5, 2026$115from $80
FORDHoldLowers target · May 1, 2026$13from $14APPLEBuyRaises target · May 1, 2026$335from $325April 2026 19
METABuyLowers target · Apr 30, 2026$800from $820
QUALCOMMBuyRaises target · Apr 30, 2026$200from $150
KLABuyRaises target · Apr 30, 2026$2000from $1800MICROSOFTBuyMaintains · Apr 30, 2026$540from $540
GMBuyRaises target · Apr 29, 2026$126from $122MICROSOFTBuyMaintains · Apr 29, 2026$540from $540MICRONBuyRaises target · Apr 28, 2026$660from $550
INTELHoldRaises target · Apr 24, 2026$75from $60INTELHoldRaises target · Apr 24, 2026$75from $60APPLEBuyReiterate · Apr 24, 2026$325maintained
LAM RESEARCHBuyRaises target · Apr 23, 2026$340from $290
TEXAS INSTRUMENTSBuyRaises target · Apr 23, 2026$300from $250APPLEBuyReiterate · Apr 21, 2026$325maintained
TSMCHoldRaises target · Apr 16, 2026$400from $370LUCIDHoldLowers target · Apr 15, 2026$10from $19INTELUnknownRaises target · Apr 10, 2026$60from $50INTELUnknownRaises target · Apr 10, 2026$60from $50ON SEMICONDUCTORUnknownRaises target · Apr 10, 2026$80from $75TEXAS INSTRUMENTSUnknownRaises target · Apr 10, 2026$250from $240March 2026 7
MICRONBuyRaises target · Mar 19, 2026$550from $500NVIDIABuyReiterate · Mar 17, 2026$235maintainedMICRONBuyRaises target · Mar 16, 2026$500from $450ORACLEBuyMaintains · Mar 11, 2026$250from $250
RIVIANBuyUpgrade · Mar 10, 2026$20maintainedMARVELLHoldRaises target · Mar 6, 2026$90from $85ORACLEBuyLowers target · Mar 6, 2026$250from $350February 2026 13
NVIDIABuyReiterate · Feb 26, 2026$235maintainedAMDBuyMaintains · Feb 25, 2026$290from $290AMDBuyReiterate · Feb 25, 2026$290maintainedBROADCOMBuyLowers target · Feb 24, 2026$405from $450MARVELLHoldLowers target · Feb 24, 2026$85from $100ANALOG DEVICESBuyRaises target · Feb 19, 2026$400from $355RIVIANHoldRaises target · Feb 13, 2026$17from $13APPLIED MATERIALSBuyRaises target · Feb 13, 2026$450from $315
GLOBALFOUNDRIESUnknownRaises target · Feb 12, 2026$56from $42QUALCOMMUnknownLowers target · Feb 5, 2026$150from $190ARMUnknownLowers target · Feb 5, 2026$165from $190AMDBuyMaintains · Feb 4, 2026$290from $290AMDBuyReiterate · Feb 4, 2026$290maintainedJanuary 2026 15
TESLABuyRaises target · Jan 29, 2026$519from $509LAM RESEARCHBuyRaises target · Jan 29, 2026$290from $170METABuyReiterate · Jan 29, 2026$820maintainedGMBuyRaises target · Jan 28, 2026$122from $110TEXAS INSTRUMENTSBuyRaises target · Jan 28, 2026$240from $225INTELHoldReiterate · Jan 23, 2026$50maintainedINTELHoldMaintains · Jan 23, 2026$50from $50MICRONBuyRaises target · Jan 20, 2026$450from $300TSMCHoldRaises target · Jan 16, 2026$370from $325ANALOG DEVICESUnknownRaises target · Jan 16, 2026$355from $285ON SEMICONDUCTORUnknownRaises target · Jan 16, 2026$70from $60QUALCOMMUnknownLowers target · Jan 16, 2026$190from $205INTELUnknownRaises target · Jan 16, 2026$50from $38METABuyRaises target · Jan 13, 2026$820from $810KLABuyRaises target · Jan 13, 2026$1800from $1300November 2025 1
October 2025 3
September 2025 1
August 2025 3