Wolfe Research

All Wolfe Research notes 40

This Month 10
PALANTIRHoldInitiate · Jun 15, 2026maintainedAMDBuyReiterate · Jun 15, 2026$450maintainedAMDBuyMaintains · Jun 15, 2026$450from $450SPACEXBuyInitiate · Jun 12, 2026$175maintainedSUSUPER MICRO COMPUTERHoldInitiate · Jun 11, 2026maintainedMICRONBuyRaises target · Jun 11, 2026$1250from $550ORACLEBuyRaises target · Jun 11, 2026$225from $215BROADCOMBuyReiterate · Jun 4, 2026$500maintainedC3.AISellMaintains · Jun 4, 2026$6from $6NVIDIABuyReiterate · Jun 2, 2026$275maintained
May 2026 7
ANALOG DEVICESBuyRaises target · May 21, 2026$475from $415NVIDIABuyMaintains · May 21, 2026$275from $275APPLIED MATERIALSBuyRaises target · May 15, 2026$550from $500BROADCOMBuyRaises target · May 14, 2026$500from $420NVIDIABuyReiterate · May 14, 2026maintainedMARVELLBuyRaises target · May 14, 2026$210from $125AMDBuyRaises target · May 6, 2026$450from $340
April 2026 5
TEXAS INSTRUMENTSBuyRaises target · Apr 23, 2026$315from $260METABuyLowers target · Apr 10, 2026$800from $850GOGOOGLEBuyLowers target · Apr 10, 2026$360from $390KLABuyRaises target · Apr 10, 2026$2000from $1800APPLIED MATERIALSBuyRaises target · Apr 10, 2026$500from $450
March 2026 8
NVIDIABuyReiterate · Mar 27, 2026$275maintainedNVIDIABuyReiterate · Mar 20, 2026$275maintainedMICRONBuyRaises target · Mar 19, 2026$550from $500NVIDIABuyReiterate · Mar 17, 2026$275maintainedKLABuyReiterate · Mar 13, 2026$1800maintainedMICRONBuyRaises target · Mar 11, 2026$500from $350ORACLEBuyMaintains · Mar 11, 2026$215from $215BROADCOMBuyRaises target · Mar 5, 2026$420from $400
February 2026 4
C3.AISellLowers target · Feb 26, 2026$6from $8NVIDIABuyReiterate · Feb 26, 2026$275maintainedAPPLIED MATERIALSBuyRaises target · Feb 13, 2026$450from $400QUALCOMMHoldReiterate · Feb 5, 2026maintained
January 2026 4
BROADCOMBuyUpgrade · Jan 30, 2026$400maintainedLAM RESEARCHHoldReiterate · Jan 29, 2026maintainedANALOG DEVICESBuyRaises target · Jan 15, 2026$330from $300RIVIANSellDowngrade · Jan 12, 2026$16maintained
August 2025 1
NVIDIABuyRaises target · Aug 28, 2025$230from $220
July 2025 1
TESLAHoldReiterate · Jul 31, 2025maintained

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