Wall Street analyst calls: Mar 9 – Mar 15, 2026

Upgrades 4

NIOBuyHSBC · Upgraded, raised price target +42% · Mar 13 $6.80from $4.80 OracleBuyJP Morgan · Upgraded · Mar 11 $210 NIOBuyNomura/Instinet · Upgraded, cut price target −21% · Mar 11 $6.60from $8.40 RivianBuyTD Cowen · Upgraded · Mar 10 $20

New coverage 1

QualcommSellBank of America · Initiated coverage · Mar 10 $145

Biggest price-target increases 15

MicronBuyWedbush · Raised price target +56%, kept rating · Mar 13 $500from $320 MicronBuySusquehanna · Raised price target +52%, kept rating · Mar 9 $525from $345 MicronBuyWolfe Research · Raised price target +43%, kept rating · Mar 11 $500from $350 NIOBuyHSBC · Upgraded, raised price target +42% · Mar 13 $6.80from $4.80 MicronBuyWells Fargo · Raised price target +15%, kept rating · Mar 12 $470from $410 OracleBuyOppenheimer · Raised price target +14%, kept rating · Mar 11 $210from $185 MicronBuyCiti · Raised price target +12%, kept rating · Mar 9 $430from $385 OracleBuyDA Davidson · Raised price target +11%, kept rating · Mar 11 $200from $180

Biggest price-target cuts 7

OracleBuyBaird · Cut price target −33%, kept rating · Mar 10 $200from $300 OracleBuyBarclays · Cut price target −26%, kept rating · Mar 9 $230from $310 NIOBuyNomura/Instinet · Upgraded, cut price target −21% · Mar 11 $6.60from $8.40 OracleBuyStifel · Cut price target −20%, kept rating · Mar 11 $220from $275 OracleBuyPiper Sandler · Cut price target −13%, kept rating · Mar 11 $210from $240 Li AutoHoldBernstein · Cut price target −5%, kept rating · Mar 13 $19from $20 BYDBuyCLSA · Cut price target −1%, kept rating · Mar 11 RMB 130from RMB 131

Most-covered companies

Most active firms

All notes 50

1. Cantor Fitzgerald Reiterates Overweight Rating on KLAFri, Mar 13
2. Bernstein Reiterates Outperform Rating on KLAFri, Mar 13
3. Wolfe Research Reiterates Outperform Rating on KLAFri, Mar 13
4. Wedbush Raises Micron Price Target to $500Fri, Mar 13
5. Needham Reiterates Buy Rating on Alphabet, $400 Price TargetFri, Mar 13
6. Macquarie Reiterates Underperform on Li Auto, $15 Price TargetFri, Mar 13
7. Bernstein Lowers Li Auto Price Target to $19Fri, Mar 13
8. JPMorgan Raises Li Auto Price Target to $15.50Fri, Mar 13
9. Baird Raises Lucid’s Price Target to $14Fri, Mar 13
10. HSBC Upgrades NIO to Buy with $6.80 Price TargetFri, Mar 13
11. Wells Fargo Raises Micron Price Target to $470Thu, Mar 12
12. Mizuho Reiterates Outperform Rating on MicronThu, Mar 12
13. UBS Reiterates Buy Rating on Marvell (March 12)Thu, Mar 12
14. Aletheia Sees Co-Packaged Optics as NVIDIA’s Plan of RecordThu, Mar 12
15. Cantor Fitzgerald Reiterates Overweight on NVIDIA Ahead of GTCThu, Mar 12
16. Truist Reiterates Buy on Palantir, $223 Price TargetWed, Mar 11
17. Oppenheimer Reiterates Outperform Rating on KLAWed, Mar 11
18. Wolfe Research Raises Micron Price Target to $500Wed, Mar 11
19. Barclays Raises Oracle Price Target to $240Wed, Mar 11
20. Wolfe Research Reiterates Outperform Rating on OracleWed, Mar 11
21. Evercore ISI Reiterates Outperform Rating on OracleWed, Mar 11
22. William Blair Reiterates Outperform Rating on OracleWed, Mar 11
23. Cantor Fitzgerald Reiterates Overweight Rating on Oracle (March 11)Wed, Mar 11
24. KeyBanc Reiterates Overweight Rating on Oracle (March 11)Wed, Mar 11
25. Piper Sandler Lowers Oracle Price Target to $210Wed, Mar 11
26. RBC Capital Reiterates Sector Perform Rating on Oracle (March 11)Wed, Mar 11
27. Mizuho Reiterates Outperform Rating on Oracle (March 11)Wed, Mar 11
28. Stifel Lowers Oracle Price Target to $220Wed, Mar 11
29. TD Cowen Reiterates Buy Rating on Oracle (March 11)Wed, Mar 11
30. Deutsche Bank Reiterates Buy Rating on OracleWed, Mar 11
31. Oppenheimer Raises Oracle Price Target to $210Wed, Mar 11
32. DA Davidson Raises Oracle Price Target to $200Wed, Mar 11
33. Bernstein SocGen Group Raises Oracle Price Target to $319Wed, Mar 11
34. JPMorgan Upgrades Oracle to OverweightWed, Mar 11
35. CLSA Lowers BYD Price Target to RMB130Wed, Mar 11
36. Nomura/Instinet Upgrades NIO to Buy with $6.60 Price TargetWed, Mar 11
37. Macquarie Raises NIO Price Target to $6.50Wed, Mar 11
38. Bernstein SocGen Reiterates Market Perform Rating and $5.50 PT on NIOWed, Mar 11
39. BofA Securities Reiterates Buy Rating on KLATue, Mar 10
40. BofA Securities Assumes Coverage on Qualcomm at UnderperformTue, Mar 10
41. Barclays Raises Lam Research Price Target to $255Tue, Mar 10
42. Jefferies Reiterates Buy Rating on OracleTue, Mar 10
43. Baird Lowers Oracle Price Target to $200Tue, Mar 10
44. TD Cowen Upgrades Rivian to BuyTue, Mar 10
45. Bank of America Raises NIO Price Target to $6.70Tue, Mar 10
46. Cantor Fitzgerald Reiterates Overweight Rating on KLA (March 9)Mon, Mar 9
47. Citi Raises Micron Price Target to $430Mon, Mar 9
48. Susquehanna Raises Micron Price Target to $525Mon, Mar 9
49. Barclays Lowers Oracle Price Target to $230Mon, Mar 9
50. BofA Reiterates Buy on NVIDIA Ahead of GTC, $300 Price TargetMon, Mar 9