UBS
All UBS notes 124
This Month 10
PALANTIRBuyReiterate · Jun 16, 2026$200maintained
BROADCOMBuyReiterate · Jun 12, 2026$485maintained
APPLIED MATERIALSBuyRaises target · Jun 10, 2026$570from $515
APPLEHoldReiterate · Jun 9, 2026$296maintained
KLAHoldRaises target · Jun 9, 2026$2180from $1770
LAM RESEARCHBuyRaises target · Jun 9, 2026$375from $310
C3.AIHoldRaises target · Jun 4, 2026$12from $9BROADCOMBuyLowers target · Jun 4, 2026$485from $490GOGOOGLEHoldReiterate · Jun 3, 2026$410maintained
ORACLEBuyRaises target · Jun 2, 2026$285from $250May 2026 12
MARVELLBuyRaises target · May 28, 2026$230from $195
MICRONBuyRaises target · May 26, 2026$1625from $535BROADCOMBuyRaises target · May 18, 2026$490from $475APPLIED MATERIALSBuyRaises target · May 15, 2026$515from $480
NVIDIABuyRaises target · May 14, 2026$275from $245NVIDIABuyReiterate · May 11, 2026$245maintained
FORDBuyMaintains · May 6, 2026$14from $14
GLOBALFOUNDRIESHoldRaises target · May 6, 2026$77from $65
ARMBuyRaises target · May 5, 2026$245from $175MARVELLBuyRaises target · May 4, 2026$195from $120APPLIED MATERIALSBuyRaises target · May 4, 2026$480from $430APPLEHoldRaises target · May 1, 2026$296from $287April 2026 30
KLAHoldLowers target · Apr 30, 2026$1770from $1835
MICROSOFTBuyMaintains · Apr 30, 2026$510from $510
METAHoldLowers target · Apr 30, 2026$865from $908
QUALCOMMHoldRaises target · Apr 30, 2026$170from $150GOGOOGLEHoldRaises target · Apr 30, 2026$410from $375FORDBuyLowers target · Apr 30, 2026$14from $15
GMBuyLowers target · Apr 29, 2026$102from $105GLOBALFOUNDRIESHoldRaises target · Apr 28, 2026$65from $50
ON SEMICONDUCTORHoldRaises target · Apr 28, 2026$95from $70
AMDBuyRaises target · Apr 28, 2026$455from $310APPLEHoldRaises target · Apr 28, 2026$287from $280
INTELHoldRaises target · Apr 24, 2026$83from $65INTELHoldRaises target · Apr 24, 2026$83from $65GOGOOGLEHoldReiterate · Apr 23, 2026$375maintainedLAM RESEARCHBuyReiterate · Apr 23, 2026$310maintained
TEXAS INSTRUMENTSBuyRaises target · Apr 23, 2026$295from $260
TESLAHoldRaises target · Apr 23, 2026$364from $352
RIVIANHoldReiterate · Apr 21, 2026$16maintainedQUALCOMMHoldLowers target · Apr 21, 2026$150from $160KLAHoldRaises target · Apr 21, 2026$1835from $1575METABuyRaises target · Apr 21, 2026$908from $872GOGOOGLEHoldRaises target · Apr 21, 2026$375from $348GMBuyRaises target · Apr 14, 2026$105from $102LAM RESEARCHBuyRaises target · Apr 13, 2026$310from $275BROADCOMBuyReiterate · Apr 13, 2026$475maintainedINTELHoldRaises target · Apr 13, 2026$65from $51INTELHoldRaises target · Apr 13, 2026$65from $51MICRONSellRaises target · Apr 8, 2026$535from $510ORACLEBuyMaintains · Apr 7, 2026$250from $250APPLEHoldReiterate · Apr 7, 2026$280maintainedMarch 2026 9
ARMBuyRaises target · Mar 26, 2026$175from $170APPLEHoldReiterate · Mar 26, 2026$280maintainedMICRONBuyRaises target · Mar 19, 2026$510from $475PALANTIRBuyRaises target · Mar 18, 2026$200from $180MARVELLBuyMaintains · Mar 12, 2026$120from $120MARVELLBuyMaintains · Mar 6, 2026$120from $120MICRONBuyRaises target · Mar 2, 2026$475from $450AMDBuyMaintains · Mar 2, 2026$310from $310AMDBuyReiterate · Mar 2, 2026$310maintainedFebruary 2026 22
PALANTIRBuyUpgrade · Feb 26, 2026$180maintainedNVIDIABuyReiterate · Feb 26, 2026$245maintainedC3.AIHoldLowers target · Feb 26, 2026$9from $14.5MARVELLBuyRaises target · Feb 23, 2026$120from $115
ANALOG DEVICESBuyRaises target · Feb 19, 2026$430from $400RIVIANHoldRaises target · Feb 13, 2026$16from $15GLOBALFOUNDRIESHoldRaises target · Feb 12, 2026$50from $45NVIDIABuyReiterate · Feb 10, 2026$235maintainedBROADCOMBuyReiterate · Feb 10, 2026$475maintainedANALOG DEVICESBuyRaises target · Feb 9, 2026$400from $320MICRONBuyRaises target · Feb 6, 2026$450from $400ARMBuyLowers target · Feb 5, 2026$170from $175GOGOOGLEHoldRaises target · Feb 5, 2026$348from $345AMDBuyLowers target · Feb 4, 2026$310from $330PALANTIRHoldLowers target · Feb 3, 2026$180from $205MARVELLBuyLowers target · Feb 3, 2026$115from $120ORACLEBuyLowers target · Feb 2, 2026$250from $280INTELHoldLowers target · Feb 2, 2026$51from $52INTELHoldLowers target · Feb 2, 2026$51from $52GLOBALFOUNDRIESHoldRaises target · Feb 2, 2026$45from $37ON SEMICONDUCTORHoldRaises target · Feb 2, 2026$70from $55APPLIED MATERIALSBuyRaises target · Feb 2, 2026$405from $285January 2026 17
TESLASellRaises target · Jan 29, 2026$352from $307METABuyRaises target · Jan 29, 2026$872from $830LAM RESEARCHBuyRaises target · Jan 29, 2026$275from $255TEXAS INSTRUMENTSBuyRaises target · Jan 28, 2026$260from $245INTELHoldRaises target · Jan 23, 2026$52from $49INTELHoldRaises target · Jan 23, 2026$52from $49METABuyLowers target · Jan 20, 2026$830from $915KLAHoldRaises target · Jan 20, 2026$1635from $1260LAM RESEARCHBuyRaises target · Jan 20, 2026$255from $200GOGOOGLEHoldRaises target · Jan 20, 2026$345from $306RIVIANSellRaises target · Jan 14, 2026$15from $13INTELHoldRaises target · Jan 14, 2026$49from $40GMBuyReiterate · Jan 9, 2026$97maintainedFORDHoldReiterate · Jan 8, 2026$12.5maintainedMICRONBuyRaises target · Jan 7, 2026$400from $300NVIDIABuyReiterate · Jan 6, 2026$235maintainedORACLEBuyLowers target · Jan 5, 2026$280from $325December 2025 2
November 2025 2
October 2025 4
September 2025 4
August 2025 7
NVIDIABuyReiterate · Aug 28, 2025$205maintainedNVIDIABuyRaises target · Aug 21, 2025$205from $175MICROSOFTBuyReiterate · Aug 20, 2025$650maintainedFORDHoldLowers target · Aug 12, 2025$11from $2023C3.AIHoldLowers target · Aug 11, 2025$23from $27RIVIANHoldLowers target · Aug 6, 2025$12from $13PALANTIRHoldRaises target · Aug 5, 2025$165from $110