Wall Street analyst calls: Mar 16 – Mar 22, 2026

Upgrades 1

ArmBuyHSBC · Upgraded, raised price target +128% · Mar 20 $205from $90

Downgrades 3

XPengHoldUS Tiger Securities · Downgraded · Mar 20 $20 Li AutoHoldGoldman Sachs · Downgraded · Mar 17 HK$74 Li AutoHoldGoldman Sachs · Downgraded, cut price target −17% · Mar 17 $19from $23

New coverage 1

LucidBuyCiti · Initiated coverage · Mar 18 $17

Biggest price-target increases 27

ArmBuyHSBC · Upgraded, raised price target +128% · Mar 20 $205from $90 MicronBuyRaymond James · Raised price target +71%, kept rating · Mar 19 $530from $310 MicronBuyArgus · Raised price target +69%, kept rating · Mar 20 $540from $320 MicronBuyJP Morgan · Raised price target +57%, kept rating · Mar 19 $550from $350 MicronBuyBernstein · Raised price target +55%, kept rating · Mar 18 $510from $330 MicronBuyBarclays · Raised price target +50%, kept rating · Mar 19 $675from $450 MicronBuyKeyBanc · Raised price target +33%, kept rating · Mar 19 $600from $450 MicronBuyBank of America · Raised price target +25%, kept rating · Mar 19 $500from $400

Biggest price-target cuts 2

OracleBuyMizuho · Cut price target −20%, kept rating · Mar 16 $320from $400 Li AutoHoldGoldman Sachs · Downgraded, cut price target −17% · Mar 17 $19from $23

Most-covered companies

Most active firms

All notes 66

1. Argus Raises Micron Price Target to $540Fri, Mar 20
2. Deutsche Bank Raises Micron Price Target to $550Fri, Mar 20
3. HSBC Upgrades Arm Holdings to BuyFri, Mar 20
4. Morgan Stanley Reiterates Overweight on XPeng, $34 Price TargetFri, Mar 20
5. US Tiger Securities Downgrades XPeng to Hold, $20 Price TargetFri, Mar 20
6. Wolfe Research Maintains Outperform on NVIDIA, $275 Price TargetFri, Mar 20
7. Canaccord Genuity Raises Rivian’s Price Target to $22Fri, Mar 20
8. Mizuho Reiterates Outperform on Palantir, $195 Price TargetThu, Mar 19
9. Barclays Raises Micron Price Target to $675Thu, Mar 19
10. KeyBanc Raises Micron Price Target to $600Thu, Mar 19
11. TD Cowen Raises Micron Price Target to $550Thu, Mar 19
12. Raymond James Raises Micron Price Target to $530Thu, Mar 19
13. Morgan Stanley Raises Micron Price Target to $520Thu, Mar 19
14. BofA Securities Raises Micron Price Target to $500Thu, Mar 19
15. Wolfe Research Raises Micron Price Target to $550Thu, Mar 19
16. Needham Raises Micron Price Target to $500Thu, Mar 19
17. Citi Raises Micron Price Target to $510Thu, Mar 19
18. Mizuho Raises Micron Price Target to $530Thu, Mar 19
19. Wells Fargo Raises Micron Price Target to $550Thu, Mar 19
20. Rosenblatt Raises Micron Price Target to $600Thu, Mar 19
21. JPMorgan Raises Micron Price Target to $550Thu, Mar 19
22. Cantor Fitzgerald Reiterates Overweight Rating on Micron (March 19)Thu, Mar 19
23. UBS Raises Micron Price Target to $510Thu, Mar 19
24. KeyBanc Reiterates Sector Weight Rating on Super Micro Computer (March 19)Thu, Mar 19
25. Raymond James Raises NVIDIA Price Target to $323Thu, Mar 19
26. Argus Reiterates Buy on NVIDIA, $220 Price TargetThu, Mar 19
27. New Street Research Adds NVIDIA to 2026 Best IdeasThu, Mar 19
28. Morgan Stanley Reiterates Underweight Rating on RivianThu, Mar 19
29. Stifel Reiterates Buy Rating on RivianThu, Mar 19
30. UBS Raises Palantir Price Target to $200Wed, Mar 18
31. Bernstein Raises Micron Price Target to $510Wed, Mar 18
32. Rosenblatt Raises NVIDIA Price Target to $325Wed, Mar 18
33. Bernstein Reiterates Outperform on NVIDIA, $300 Price TargetWed, Mar 18
34. Stifel Reiterates Buy on NVIDIA, $250 Price TargetWed, Mar 18
35. William Blair Reiterates Outperform on NVIDIA After GTCWed, Mar 18
36. Truist Raises NVIDIA Price Target to $287 After GTC Day 2Wed, Mar 18
37. Citi Initiates Lucid at Buy, $17 Price TargetWed, Mar 18
38. Goldman Sachs Downgrades Li Auto to Neutral, HK$74 Price TargetTue, Mar 17
39. Goldman Sachs Downgrades Li Auto to Neutral, $19 Price TargetTue, Mar 17
40. KeyBanc Recaps NVIDIA GTC KeynoteTue, Mar 17
41. Lynx Equity Questions NVIDIA’s Share at OpenAITue, Mar 17
42. Goldman Sachs Reiterates Buy on NVIDIA, $250 Price TargetTue, Mar 17
43. Stifel Reiterates Buy on NVIDIA, $250 Price TargetTue, Mar 17
44. Morgan Stanley Reiterates Overweight on NVIDIA at GTC, $260 Price TargetTue, Mar 17
45. Wolfe Research Reiterates Outperform on NVIDIA at GTC, $275 Price TargetTue, Mar 17
46. BofA Reiterates Buy on NVIDIA After GTC, $300 Price TargetTue, Mar 17
47. Evercore ISI Reiterates Outperform on NVIDIA After GTC, $352 Price TargetTue, Mar 17
48. Truist Reiterates Buy on NVIDIA, $283 Price TargetTue, Mar 17
49. Cantor Fitzgerald Reiterates Overweight on NVIDIA After GTC, $300 Price TargetTue, Mar 17
50. Bernstein Reiterates Outperform on NVIDIA, $300 Price TargetTue, Mar 17
51. Rosenblatt Reiterates Buy, $325 Price Target on NVIDIATue, Mar 17
52. KeyBanc Reiterates Overweight on NVIDIA, $275 Price TargetTue, Mar 17
53. Benchmark Reiterates Buy on NVIDIA After GTC, $250 Price TargetTue, Mar 17
54. TD Cowen Reiterates Buy on NVIDIA, $235 Price TargetTue, Mar 17
55. Baird Raises Micron Price Target to $500Mon, Mar 16
56. TD Cowen Raises Micron Price Target to $500Mon, Mar 16
57. RBC Capital Raises Micron Price Target to $525Mon, Mar 16
58. Stifel Reiterates Buy Rating on Marvell (March 16)Mon, Mar 16
59. Mizuho Lowers Oracle Price Target to $320Mon, Mar 16
60. Needham Reiterates Hold Rating on Meta Amid AI Investment ConcernsMon, Mar 16
61. Bernstein Raises Taiwan Semi Price Target to $351Mon, Mar 16
62. Bernstein SocGen Raises TSMC Price Target to NT$2,200Mon, Mar 16
63. JPMorgan Raises Li Auto Price Target to HK$60Mon, Mar 16
64. Wedbush Reiterates Outperform on NVIDIA, $10 Price TargetMon, Mar 16
65. Wedbush Reiterates Outperform on NVIDIAMon, Mar 16
66. Stifel Reiterates Hold Rating on LucidMon, Mar 16