Wall Street analyst calls: Mar 30 – Apr 5, 2026

Upgrades 2

RivianHoldDA Davidson · Upgraded · Apr 1 $14 Analog DevicesBuyArete Research · Upgraded · Mar 30 $389

New coverage 2

PalantirHoldStoneX · Initiated coverage · Mar 31 QualcommHoldGoldman Sachs · Initiated coverage · Mar 30 $135

Biggest price-target increases 3

MarvellBuyBank of America · Raised price target +14%, kept rating · Mar 31 $125from $110 ArmBuyWells Fargo · Raised price target +6%, kept rating · Apr 1 $175from $165

Biggest price-target cuts 8

TeslaBuyCanaccord Genuity · Cut price target −19%, kept rating · Mar 30 $420from $520 MicronBuyCiti · Cut price target −17%, kept rating · Mar 31 $425from $510 MetaBuyWells Fargo · Cut price target −11%, kept rating · Apr 2 $765from $856 RivianHoldGoldman Sachs · Cut price target −11%, kept rating · Apr 3 $17from $19 TeslaHoldFreedom Broker · Cut price target −9%, kept rating · Apr 2 $400from $440 Alphabet (Google)BuyWells Fargo · Cut price target −9%, kept rating · Apr 2 $361from $397 TeslaHoldTruist · Cut price target −9%, kept rating · Apr 2 $400from $438 MetaBuyMorgan Stanley · Cut price target −6%, kept rating · Mar 30 $775from $825

Most-covered companies

Most active firms

All notes 28

1. JPMorgan Raises TSMC Price Target to NT$2,400Fri, Apr 3
2. Goldman Sachs Lowers Rivian’s Price Target to $17Fri, Apr 3
3. DA Davidson Reiterates Neutral Rating on IntelThu, Apr 2
4. Wells Fargo Lowers Alphabet Price Target to $361Thu, Apr 2
5. Wells Fargo Lowers Meta Price Target to $765Thu, Apr 2
6. DA Davidson Reiterates Neutral on Intel, $45 Price TargetThu, Apr 2
7. Wedbush Reiterates Outperform on Tesla, $600 Price TargetThu, Apr 2
8. Freedom Broker Lowers Tesla Price Target to $400Thu, Apr 2
9. Truist Securities Lowers Tesla Price Target to $400Thu, Apr 2
10. Cantor Fitzgerald Reiterates Overweight Rating on MicronWed, Apr 1
11. RBC Capital Reiterates Outperform Rating on MarvellWed, Apr 1
12. Wells Fargo Raises Arm Holdings Price Target to $175Wed, Apr 1
13. Benchmark Reiterates Buy on NVIDIA, $250 Price TargetWed, Apr 1
14. DA Davidson Upgrades Rivian to NeutralWed, Apr 1
15. Benchmark Initiates Coverage on Palantir at HoldTue, Mar 31
16. Citi Lowers Micron Price Target to $425Tue, Mar 31
17. BofA Securities Raises Marvell Price Target to $125Tue, Mar 31
18. Rosenblatt Positive on NVIDIA-Marvell PartnershipTue, Mar 31
19. Stifel Comments on NVIDIA-Marvell PartnershipTue, Mar 31
20. Arete Upgrades Analog Devices to Buy, $389 Price TargetMon, Mar 30
21. Goldman Sachs Initiates Coverage on Qualcomm at NeutralMon, Mar 30
22. Bernstein SocGen Group Reiterates Outperform Rating on OracleMon, Mar 30
23. Morgan Stanley Lowers Meta Price Target to $775, Names New Top PickMon, Mar 30
24. Citi Raises TSMC Price Target to NT$2,800Mon, Mar 30
25. JPMorgan Raises BYD Price Target to RMB120Mon, Mar 30
26. Cantor Fitzgerald Reiterates Neutral on Rivian After $1B InvestmentMon, Mar 30
27. GLJ Research Reiterates Sell Rating and $24.86 PT on TeslaMon, Mar 30
28. Canaccord Lowers Tesla Price Target to $420Mon, Mar 30