Wall Street analyst calls: Jun 29 – Jul 5, 2026

Upgrades 1

PalantirBuyDA Davidson · Upgraded, raised price target +6% · Jul 2 $175from $165

New coverage 2

SpaceXHoldDaiwa Securities · Initiated coverage · Jul 2 $175 SpaceXBuyWedbush · Initiated coverage · Jun 30 $190

Biggest price-target increases 28

IntelBuyHSBC · Raised price target +100%, kept rating · Jul 2 $200from $100 IntelHoldCantor · Raised price target +67%, kept rating · Jun 29 $150from $90 Applied MaterialsBuySusquehanna · Raised price target +57%, kept rating · Jun 30 $900from $575 MarvellBuyUBS · Raised price target +48%, kept rating · Jun 29 $340from $230 AMDBuyCantor · Raised price target +40%, kept rating · Jun 29 $700from $500 MarvellHoldCantor · Raised price target +36%, kept rating · Jun 29 $300from $220 Applied MaterialsBuyKeyBanc · Raised price target +36%, kept rating · Jun 29 $750from $550 TSMCBuyBarclays · Raised price target +33%, kept rating · Jun 29 $625from $470

Biggest price-target cuts 5

KLAHoldSusquehanna · Cut price target −84%, kept rating · Jun 30 $275from $1,700 ON SemiconductorBuyMizuho · Cut price target −17%, kept rating · Jul 1 $125from $150 OracleBuyFreedom Broker · Cut price target −9%, kept rating · Jun 30 $210from $230 Alphabet (Google)BuyWells Fargo · Cut price target −4%, kept rating · Jul 2 $416from $435

Most-covered companies

Most active firms

All notes 55

1. Macquarie Lowers BYD Price Target to HK$107Sun, Jul 5
2. Oppenheimer Reiterates Perform Rating on TeslaThu, Jul 2
3. BofA Reiterates Buy on Meta, $835 Price TargetThu, Jul 2
4. HSBC Raises Intel Price Target to $200Thu, Jul 2
5. Goldman Sachs Raises ASML Price Target to €2,000Thu, Jul 2
6. Jefferies Raises ASML Price Target to €1,560Thu, Jul 2
7. Citizens JMP Reiterates Market Outperform on Meta, $825 Price TargetThu, Jul 2
8. DA Davidson Reiterates Buy on MetaThu, Jul 2
9. Wells Fargo Raises Meta Price Target to $767Thu, Jul 2
10. Wells Fargo Lowers Alphabet Price Target to $416Thu, Jul 2
11. Daiwa Initiates SpaceX at Neutral, $175 Price TargetThu, Jul 2
12. DA Davidson Upgrades Palantir to Buy, $175 Price TargetThu, Jul 2
13. Cantor Reiterates Neutral on Lucid, $8 Price TargetThu, Jul 2
14. Canaccord Reiterates Buy on Rivian, $22 Price TargetThu, Jul 2
15. Freedom Broker Raises Tesla Price Target to $420Thu, Jul 2
16. Truist Raises Tesla Price Target to $430Thu, Jul 2
17. BMO Capital Reiterates Market Perform on Meta, $720 Price TargetWed, Jul 1
18. Jefferies Reiterates Buy on Meta, $825 Price TargetWed, Jul 1
19. Mizuho Reiterates Outperform on Meta, $835 Price TargetWed, Jul 1
20. UBS Reiterates Neutral on Apple, $296 Price TargetWed, Jul 1
21. Mizuho Lowers ON Semiconductor Price Target to $125Wed, Jul 1
22. UBS Raises ASML Price Target to €2,100Wed, Jul 1
23. Wedbush Initiates SpaceX at Outperform, $190 Price TargetTue, Jun 30
24. Freedom Broker Lowers Oracle Price Target to $210Tue, Jun 30
25. Jefferies Reiterates Buy on Broadcom, $550 Price TargetTue, Jun 30
26. Nomura/Instinet Raises TSMC Price Target to NT$3,425Tue, Jun 30
27. Susquehanna Raises Lam Research Price Target to $475Tue, Jun 30
28. Susquehanna Lowers KLA Price Target to $275Tue, Jun 30
29. Susquehanna Raises ASML Price Target to €2,350Tue, Jun 30
30. Susquehanna Raises Applied Materials Price Target to $900Tue, Jun 30
31. Wells Fargo Raises AMD Price Target to $615Tue, Jun 30
32. Morgan Stanley Raises Alphabet Price Target to $415Tue, Jun 30
33. UBS Raises Texas Instruments Price Target to $350Mon, Jun 29
34. UBS Reiterates Neutral on ON Semiconductor, $95 Price TargetMon, Jun 29
35. TD Cowen Reiterates Buy on Tesla, $490 Price TargetMon, Jun 29
36. UBS Raises TSMC Price Target to NT$3,400Mon, Jun 29
37. CLSA Raises TSMC Price Target to NT$3,330Mon, Jun 29
38. Barclays Raises TSMC Price Target to $625Mon, Jun 29
39. Barclays Raises ASML Price Target to €2,000Mon, Jun 29
40. KeyBanc Raises Applied Materials Price Target to $750Mon, Jun 29
41. Mizuho Raises Qualcomm Price Target to $210Mon, Jun 29
42. Cantor Fitzgerald Raises Texas Instruments Price Target to $340Mon, Jun 29
43. Cantor Fitzgerald Raises ON Semiconductor Price Target to $110Mon, Jun 29
44. UBS Raises Marvell Price Target to $340Mon, Jun 29
45. Cantor Fitzgerald Raises Marvell Price Target to $300Mon, Jun 29
46. Cantor Fitzgerald Raises Lam Research Price Target to $500Mon, Jun 29
47. Cantor Fitzgerald Raises Analog Devices Price Target to $550Mon, Jun 29
48. Cantor Fitzgerald Raises KLA Price Target to $325Mon, Jun 29
49. Cantor Fitzgerald Raises Intel Price Target to $150Mon, Jun 29
50. Cantor Fitzgerald Raises AMD Price Target to $700Mon, Jun 29
51. Cantor Fitzgerald Raises Applied Materials Price Target to $850Mon, Jun 29
52. Cantor Maintains Underweight on PolestarMon, Jun 29
53. Cantor Reiterates Neutral on LucidMon, Jun 29
54. Cantor Maintains Neutral Rating on RivianMon, Jun 29
55. Cantor Reiterates Overweight on TeslaMon, Jun 29