Wolfe Research
All Wolfe Research notes 40
This Month 10
PALANTIRHoldInitiate · Jun 15, 2026maintained
AMDBuyReiterate · Jun 15, 2026$450maintained
AMDBuyMaintains · Jun 15, 2026$450from $450
SPACEXBuyInitiate · Jun 12, 2026$175maintainedSUSUPER MICRO COMPUTERHoldInitiate · Jun 11, 2026maintained
MICRONBuyRaises target · Jun 11, 2026$1250from $550
ORACLEBuyRaises target · Jun 11, 2026$225from $215
BROADCOMBuyReiterate · Jun 4, 2026$500maintained
C3.AISellMaintains · Jun 4, 2026$6from $6
NVIDIABuyReiterate · Jun 2, 2026$275maintainedMay 2026 7
ANALOG DEVICESBuyRaises target · May 21, 2026$475from $415
NVIDIABuyMaintains · May 21, 2026$275from $275
APPLIED MATERIALSBuyRaises target · May 15, 2026$550from $500
BROADCOMBuyRaises target · May 14, 2026$500from $420
NVIDIABuyReiterate · May 14, 2026maintained
MARVELLBuyRaises target · May 14, 2026$210from $125
AMDBuyRaises target · May 6, 2026$450from $340April 2026 5
March 2026 8
NVIDIABuyReiterate · Mar 27, 2026$275maintained
NVIDIABuyReiterate · Mar 20, 2026$275maintained
MICRONBuyRaises target · Mar 19, 2026$550from $500
NVIDIABuyReiterate · Mar 17, 2026$275maintained
KLABuyReiterate · Mar 13, 2026$1800maintained
MICRONBuyRaises target · Mar 11, 2026$500from $350
ORACLEBuyMaintains · Mar 11, 2026$215from $215
BROADCOMBuyRaises target · Mar 5, 2026$420from $400February 2026 4
January 2026 4
August 2025 1
July 2025 1



