Weekly recap

Wall Street analyst calls: Apr 27 – May 3, 2026

143 research notes from 33 Wall Street firms on 22 companies. 2 upgrades, 2 downgrades, 3 initiations, 89 price-target increases and 25 cuts.

2Upgrades2Downgrades3Initiations89Targets raised25Targets cut143All notes

Upgrades 2

Freedom BrokerIntelBuyFreedom Broker · Upgraded · Apr 28 $100 Freedom BrokerIntelBuyFreedom Broker · Upgraded · Apr 28 $100

Downgrades 2

HSBCPalantirHoldHSBC · Downgraded · May 1 JP MorganMetaHoldJP Morgan · Downgraded, cut price target −12% · Apr 30 $725from $825

New coverage 3

OppenheimerPalantirBuyOppenheimer · Initiated coverage · Apr 30 $200 Freedom BrokerGeneral MotorsHoldFreedom Broker · Initiated coverage · Apr 29 $76 DA DavidsonMicronBuyDA Davidson · Initiated coverage · Apr 28 $1,000

Biggest price-target increases 89

BairdQualcommBuyBaird · Raised price target +69%, kept rating · Apr 30 $300from $177 StifelON SemiconductorHoldStifel · Raised price target +50%, kept rating · Apr 30 $90from $60 UBSAMDBuyUBS · Raised price target +47%, kept rating · Apr 28 $455from $310 BarclaysIntelBarclays · Raised price target +44%, kept rating · Apr 27 $65from $45 RBC CapitalAMDHoldRBC Capital · Raised price target +41%, kept rating · Apr 30 $325from $230 UBSON SemiconductorHoldUBS · Raised price target +36%, kept rating · Apr 28 $95from $70 EvercoreQualcommHoldEvercore · Raised price target +34%, kept rating · Apr 30 $179from $134 TD CowenQualcommBuyTD Cowen · Raised price target +33%, kept rating · Apr 30 $200from $150

Biggest price-target cuts 25

JP MorganKLABuyJP Morgan · Cut price target −90%, kept rating · Apr 30 $200from $1,950 DA DavidsonMicrosoftBuyDA Davidson · Cut price target −15%, kept rating · Apr 30 $550from $650 TruistMicrosoftBuyTruist · Cut price target −15%, kept rating · Apr 30 $575from $675 JefferiesFordBuyJefferies · Cut price target −13%, kept rating · Apr 27 $13from $15 JP MorganMetaHoldJP Morgan · Downgraded, cut price target −12% · Apr 30 $725from $825 EvercoreMicrosoftBuyEvercore · Cut price target −12%, kept rating · Apr 30 $510from $580 CantorMetaBuyCantor · Cut price target −12%, kept rating · Apr 30 $750from $850 Piper SandlerMetaBuyPiper Sandler · Cut price target −9%, kept rating · Apr 30 $800from $880

Most-covered companies

Alphabet (Google) 24Meta 17Qualcomm 17Microsoft 16Apple 14KLA 13General Motors 9Rivian 6Ford 4Palantir 3AMD 3ON Semiconductor 3

Most active firms

UBS 12TD Cowen 9Wells Fargo 8Bank of America 8Cantor 7Barclays 7RBC Capital 7Morgan Stanley 6Evercore 6Goldman Sachs 5DA Davidson 5Stifel 5

All notes 143

  1. HSBC Downgrades Palantir to Hold
  2. Citi Raises KLA Price Target to $2,064
  3. Morgan Stanley Raises Arm Holdings Price Target to $191
  4. Wells Fargo Raises Alphabet Price Target to $427
  5. Baird Raises Alphabet Price Target to $400
  6. Evercore ISI Reiterates Outperform Rating on Apple, $330 Price Target
  7. DA Davidson Reiterates Neutral Rating on Apple, $270 Price Target
  8. Raymond James Reiterates Market Perform Rating on Apple
  9. Baird Raises Apple Price Target to $310
  10. Goldman Sachs Raises Apple Price Target to $340
  11. TD Cowen Raises Apple Price Target to $335
  12. BofA Securities Raises Apple Price Target to $330
  13. Barclays Raises Apple Price Target to $253
  14. Morgan Stanley Raises Apple Price Target to $330
  15. Rosenblatt Raises Apple Price Target to $276
  16. Wells Fargo Raises Apple Price Target to $310
  17. UBS Raises Apple Price Target to $296
  18. HSBC Raises Apple Price Target to $260
  19. TD Cowen Lowers Ford Price Target to $13
  20. Goldman Sachs Lowers Rivian’s Price Target to $16
  21. Mizuho Raises Rivian’s Price Target to $13
  22. Evercore ISI Reiterates Outperform Rating on Rivian
  23. Needham Reiterates Buy Rating on Rivian
  24. Cantor Fitzgerald Raises Rivian’s Price Target to $19
  25. TD Cowen Reiterates Buy on Microsoft, $540 Price Target
  26. Oppenheimer Reiterates Outperform on Microsoft, $515 Price Target
  27. DA Davidson Lowers Microsoft Price Target to $550
  28. Cantor Fitzgerald Reiterates Overweight on Microsoft, $502 Price Target
  29. Stifel Raises Microsoft Price Target to $415
  30. Piper Sandler Raises Microsoft Price Target to $540
  31. Barclays Reiterates Overweight on Microsoft, $600 Price Target
  32. Truist Lowers Microsoft Price Target to $575
  33. Citi Raises Microsoft Price Target to $620
  34. Goldman Sachs Raises Microsoft Price Target to $610
  35. Bernstein Raises Microsoft Price Target to $646
  36. Wells Fargo Raises Microsoft Price Target to $625
  37. Evercore ISI Lowers Microsoft Price Target to $510
  38. Benchmark Raises Microsoft Price Target to $525
  39. UBS Reiterates Buy on Microsoft, $510 Price Target
  40. Oppenheimer Initiates Coverage on Palantir at Outperform
  41. RBC Capital Raises KLA Price Target to $1,700
  42. Stifel Raises KLA Price Target to $1,910
  43. JPMorgan Lowers KLA Price Target to $200
  44. Needham Raises KLA Price Target to $2,000
  45. Bernstein Raises KLA Price Target to $1,875
  46. Morgan Stanley Raises KLA Price Target to $1,900
  47. Susquehanna Raises KLA Price Target to $1,700
  48. Oppenheimer Raises KLA Price Target to $2,000
  49. Wells Fargo Raises KLA Price Target to $2,100
  50. TD Cowen Raises KLA Price Target to $2,000
  51. UBS Lowers KLA Price Target to $1,770
  52. HSBC Raises Qualcomm Price Target to $155
  53. Citi Raises Qualcomm Price Target to $160
  54. RBC Capital Raises Qualcomm Price Target to $175
  55. Mizuho Raises Qualcomm Price Target to $170
  56. BofA Securities Raises Qualcomm Price Target to $165
  57. Barclays Raises Qualcomm Price Target to $150
  58. UBS Raises Qualcomm Price Target to $170
  59. JPMorgan Raises Qualcomm Price Target to $160
  60. KeyBanc Reiterates Sector Weight Rating on Qualcomm
  61. Morgan Stanley Raises Qualcomm Price Target to $146
  62. Susquehanna Raises Qualcomm Price Target to $160
  63. Cantor Fitzgerald Raises Qualcomm Price Target to $150
  64. Baird Raises Qualcomm Price Target to $300
  65. Wells Fargo Raises Qualcomm Price Target to $160
  66. Evercore ISI Raises Qualcomm Price Target to $179
  67. TD Cowen Raises Qualcomm Price Target to $200
  68. Benchmark Raises Qualcomm Price Target to $225
  69. Cantor Fitzgerald Reiterates Overweight Rating on Lam Research (April 30)
  70. Goldman Sachs Raises Alphabet Price Target to $450
  71. DA Davidson Raises Alphabet Price Target to $375
  72. Stifel Raises Alphabet Price Target to $420
  73. William Blair Reiterates Outperform Rating on Alphabet
  74. KeyBanc Raises Alphabet Price Target to $425
  75. Canaccord Raises Alphabet Price Target to $450
  76. Citi Raises Alphabet Price Target to $447
  77. RBC Capital Raises Alphabet Price Target to $425
  78. Evercore ISI Raises Alphabet Price Target to $420
  79. BofA Securities Raises Alphabet Price Target to $430
  80. Truist Securities Raises Alphabet Price Target to $415
  81. Barclays Raises Alphabet Price Target to $405
  82. Needham Raises Alphabet Price Target to $450
  83. UBS Raises Alphabet Price Target to $410
  84. JPMorgan Raises Alphabet Price Target to $460
  85. Rosenblatt Raises Alphabet Price Target to $393
  86. Morgan Stanley Raises Alphabet Price Target to $375
  87. Bernstein Raises Alphabet Price Target to $390
  88. Piper Sandler Raises Alphabet Price Target to $425
  89. Cantor Fitzgerald Raises Alphabet Price Target to $465
  90. HSBC Raises Alphabet Price Target to $435
  91. Stifel Lowers Meta Price Target to $780
  92. Evercore ISI Raises Meta Price Target to $930
  93. Goldman Sachs Lowers Meta Price Target to $830
  94. Truist Securities Lowers Meta Price Target to $840
  95. Barclays Raises Meta Price Target to $830
  96. UBS Lowers Meta Price Target to $865
  97. Guggenheim Lowers Meta Price Target to $800
  98. Bernstein Lowers Meta Price Target to $850
  99. Wells Fargo Raises Meta Price Target to $770
  100. Piper Sandler Lowers Meta Price Target to $800
  101. RBC Capital Reiterates Outperform Rating on Meta, $810 Price Target
  102. TD Cowen Lowers Meta Price Target to $800
  103. Cantor Fitzgerald Lowers Meta Price Target to $750
  104. JPMorgan Downgrades Meta to Neutral, Cuts Price Target to $725
  105. DA Davidson Reiterates Buy Rating on Meta Following Q1 Beat, $850 Price Target
  106. BofA Securities Raises Meta Price Target to $835
  107. RBC Capital Raises AMD Price Target to $325
  108. Stifel Raises ON Semiconductor Price Target to $90
  109. UBS Lowers Ford Price Target to $14
  110. RBC Capital Raises Ford Price Target to $13
  111. TD Cowen Reiterates Buy on Microsoft, $540 Price Target (April 29)
  112. Baird Reiterates Outperform on Palantir, $200 Price Target
  113. Susquehanna Raises AMD Price Target to $375
  114. Wells Fargo Raises Arm Holdings Price Target to $220
  115. Freedom Broker Resumes General Motors at Hold, $76 Price Target
  116. Wells Fargo Raises General Motors Price Target to $59
  117. UBS Lowers General Motors Price Target to $102
  118. TD Cowen Raises General Motors Price Target to $126
  119. Piper Sandler Lowers General Motors Price Target to $102
  120. Bank of America Raises General Motors Price Target to $106
  121. RBC Capital Lowers General Motors Price Target to $95
  122. Macquarie Lowers BYD Price Target to HK$109
  123. Barclays Reaffirms Equalweight on Tesla, $360 Price Target
  124. Freedom Broker Upgrades Intel to Buy
  125. BofA Securities Raises Applied Materials Price Target to $465
  126. BofA Securities Raises KLA Price Target to $2,100
  127. DA Davidson Initiates Coverage on Micron at Buy
  128. TD Cowen Raises Micron Price Target to $660
  129. UBS Raises GlobalFoundries Price Target to $65
  130. Bernstein Reiterates Market Perform Rating on Alphabet, $345 Price Target
  131. Benchmark Reiterates Hold Rating on Meta Ahead of Earnings
  132. UBS Raises Apple Price Target to $287 Following Supply Chain Checks
  133. UBS Raises AMD Price Target to $455
  134. Freedom Broker Upgrades Intel to Buy, $100 Price Target
  135. UBS Raises ON Semiconductor Price Target to $95
  136. Mizuho Lowers General Motors Price Target to $100
  137. Barclays Raises Intel Price Target to $65
  138. Morgan Stanley Raises ON Semiconductor Price Target to $85
  139. JPMorgan Raises TSMC Price Target to NT$2,500
  140. Jefferies Lowers General Motors Price Target to $90
  141. Jefferies Lowers Ford Price Target to $13
  142. BofA Securities Reiterates Buy on NVIDIA, $300 Price Target
  143. Cantor Fitzgerald Keeps $18 Price Target on Rivian
Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.