Wall Street analyst calls: Jul 6 – Jul 12, 2026

Upgrades 1

MetaBuyErste Group · Upgraded · Jul 7

Downgrades 1

BroadcomHoldErste Group · Downgraded · Jul 7

New coverage 20

AMDHoldWilliam Blair · Initiated coverage · Jul 9 TeslaHoldCitizens JMP · Initiated coverage · Jul 9 SpaceXHoldMoffettnathanson · Initiated coverage · Jul 7 $131 SpaceXBuyBernstein · Initiated coverage · Jul 7 $239 SpaceXBuyUBS · Initiated coverage · Jul 7 $210 SpaceXBuyStifel · Initiated coverage · Jul 7 $190 SpaceXBuyRBC Capital · Initiated coverage · Jul 7 $225 SpaceXBuyMorgan Stanley · Initiated coverage · Jul 7 $300 SpaceXBuyNeedham · Initiated coverage · Jul 7 $200 SpaceXBuyWilliam Blair · Initiated coverage · Jul 7 SpaceXBuyWells Fargo · Initiated coverage · Jul 7 $230 SpaceXBuyCiti · Initiated coverage · Jul 7 $200 SpaceXBuyJP Morgan · Initiated coverage · Jul 7 $225 SpaceXBuyMizuho · Initiated coverage · Jul 7 $200 SpaceXBuyCanaccord Genuity · Initiated coverage · Jul 7 $246 SpaceXBuyBank of America · Initiated coverage · Jul 7 $235 SpaceXBuyMacquarie · Initiated coverage · Jul 7 $250 SpaceXBuyRaymond James · Initiated coverage · Jul 7 $800 SpaceXBuyDeutsche Bank · Initiated coverage · Jul 7 $255 SpaceXBuyGoldman Sachs · Initiated coverage · Jul 7 $205

Biggest price-target increases 30

RivianSellJP Morgan · Raised price target +67%, kept rating · Jul 6 $15from $9 IntelHoldStifel · Raised price target +60%, kept rating · Jul 10 $120from $75 KLABuyMorgan Stanley · Raised price target +44%, kept rating · Jul 6 $274from $190 AMDBuyGoldman Sachs · Raised price target +42%, kept rating · Jul 6 $640from $450 KLABuyStifel · Raised price target +41%, kept rating · Jul 10 $270from $191 AMDBuyStifel · Raised price target +41%, kept rating · Jul 10 $635from $450 Applied MaterialsBuyTD Cowen · Raised price target +33%, kept rating · Jul 9 $700from $525 ASMLBuyBernstein · Raised price target +33%, kept rating · Jul 6 $2,623from $1,971

Biggest price-target cuts 3

MicrosoftBuyArgus · Cut price target −18%, kept rating · Jul 10 $510from $620 MicrosoftBuyWolfe Research · Cut price target −8%, kept rating · Jul 6 $525from $570 MetaBuyCitizens JMP · Cut price target −3%, kept rating · Jul 10 $800from $825

Most-covered companies

Most active firms

All notes 76

1. TD Cowen Reiterates Buy on Micron, $1,600 Price TargetFri, Jul 10
2. Stifel Raises Lam Research Price Target to $425Fri, Jul 10
3. Stifel Bumps KLA Price Target to $270Fri, Jul 10
4. Stifel Hikes Intel Price Target to $120Fri, Jul 10
5. Stifel Increases Applied Materials Price Target to $650Fri, Jul 10
6. Deutsche Bank Raises ASML Price Target to €1,800Fri, Jul 10
7. Stifel Lifts AMD Price Target to $635Fri, Jul 10
8. Benchmark Reiterates Hold on MetaFri, Jul 10
9. Piper Sandler Reiterates Overweight on Meta, $800 Price TargetFri, Jul 10
10. BofA Securities Reiterates Buy on Meta, $835 Price TargetFri, Jul 10
11. Citizens JMP Lowers Meta Price Target to $800Fri, Jul 10
12. KeyBanc Boosts Alphabet Price Target to $445Fri, Jul 10
13. Argus Cuts Microsoft Price Target to $510Fri, Jul 10
14. Morgan Stanley Reiterates Overweight on NVIDIA, $288 Price TargetFri, Jul 10
15. TD Cowen Reiterates Buy on NVIDIA, $275 Price TargetThu, Jul 9
16. Susquehanna Raises ON Semiconductor Price Target to $150Thu, Jul 9
17. TD Cowen Raises Lam Research Price Target to $400Thu, Jul 9
18. Mizuho Raises Lam Research Price Target to $400Thu, Jul 9
19. TD Cowen Raises KLA Price Target to $260Thu, Jul 9
20. TD Cowen Raises Applied Materials Price Target to $700Thu, Jul 9
21. Mizuho Raises Applied Materials Price Target to $650Thu, Jul 9
22. William Blair Initiates AMD at Market PerformThu, Jul 9
23. Barclays Raises Ford Price Target to $14Thu, Jul 9
24. UBS Raises Rivian Price Target to $17Thu, Jul 9
25. Stifel Raises Rivian Price Target to $22Thu, Jul 9
26. Citizens JMP Initiates Tesla at Market PerformThu, Jul 9
27. UBS Raises Tesla Price Target to $442Thu, Jul 9
28. Evercore Reiterates Outperform on Apple, $365 Price TargetWed, Jul 8
29. Cantor Fitzgerald Reiterates Neutral on ON Semiconductor, $110 Price TargetWed, Jul 8
30. Cantor Fitzgerald Reiterates Overweight on Analog Devices, $550 Price TargetWed, Jul 8
31. JPMorgan Raises General Motors Price Target to $110Wed, Jul 8
32. Jefferies Raises Rivian Price Target to $17Tue, Jul 7
33. MoffettNathanson Initiates SpaceX at Neutral, $131 Price TargetTue, Jul 7
34. JPMorgan Raises TSMC Price Target to NT$3,100Tue, Jul 7
35. Morgan Stanley Raises ASML Price Target to €1,830Tue, Jul 7
36. Erste Group Downgrades Broadcom to HoldTue, Jul 7
37. Erste Group Upgrades Meta to BuyTue, Jul 7
38. BMO Capital Raises Microsoft Price Target to $515Tue, Jul 7
39. Citizens JMP Reiterates Market Outperform on Microsoft, $550 Price TargetTue, Jul 7
40. RBC Capital Raises Tesla Price Target to $500Tue, Jul 7
41. Bernstein Initiates SpaceX at Outperform, $239 Price TargetTue, Jul 7
42. UBS Initiates SpaceX at Buy, $210 Price TargetTue, Jul 7
43. Stifel Initiates SpaceX at Buy, $190 Price TargetTue, Jul 7
44. RBC Capital Initiates SpaceX at Outperform, $225 Price TargetTue, Jul 7
45. Morgan Stanley Initiates SpaceX at Overweight, $300 Price TargetTue, Jul 7
46. Needham Initiates SpaceX at Buy, $200 Price TargetTue, Jul 7
47. William Blair Initiates SpaceX at OutperformTue, Jul 7
48. Wells Fargo Initiates SpaceX at Overweight, $230 Price TargetTue, Jul 7
49. Citi Initiates SpaceX at Buy, $200 Price TargetTue, Jul 7
50. JPMorgan Initiates SpaceX at Overweight, $225 Price TargetTue, Jul 7
51. Mizuho Initiates SpaceX at Outperform, $200 Price TargetTue, Jul 7
52. Canaccord Initiates SpaceX at Buy, $246 Price TargetTue, Jul 7
53. BofA Initiates SpaceX at Buy, $235 Price TargetTue, Jul 7
54. Macquarie Initiates SpaceX at Outperform, $250 Price TargetTue, Jul 7
55. Raymond James Initiates SpaceX at Strong Buy, $800 Price TargetTue, Jul 7
56. Deutsche Bank Initiates SpaceX at Buy, $255 Price TargetTue, Jul 7
57. Goldman Sachs Initiates SpaceX at Buy, $205 Price TargetTue, Jul 7
58. Wells Fargo Reiterates Overweight on Micron, $1,525 Price TargetMon, Jul 6
59. Morgan Stanley Maintains Equalweight on Tesla, $415 Price TargetMon, Jul 6
60. Citi Raises TSMC Price Target to NT$3,800Mon, Jul 6
61. Benchmark Reiterates Buy on Qualcomm, $300 Price TargetMon, Jul 6
62. UBS Reiterates Buy Rating on MicronMon, Jul 6
63. Lynx Equity Raises Lam Research Price Target to $400Mon, Jul 6
64. Morgan Stanley Raises Lam Research Price Target to $404Mon, Jul 6
65. Morgan Stanley Raises KLA Price Target to $274Mon, Jul 6
66. Morgan Stanley Raises Applied Materials Price Target to $647Mon, Jul 6
67. Bernstein Raises ASML Price Target to $2,623Mon, Jul 6
68. Goldman Sachs Raises AMD Price Target to $640Mon, Jul 6
69. Piper Sandler Reiterates Overweight on Oracle, $225 Price TargetMon, Jul 6
70. DA Davidson Reiterates Buy on Microsoft, $550 Price TargetMon, Jul 6
71. Wolfe Research Lowers Microsoft Price Target to $525Mon, Jul 6
72. Baird Reiterates Neutral on Lucid, $6 Price TargetMon, Jul 6
73. Baird Reiterates Outperform on Rivian, $23 Price TargetMon, Jul 6
74. JPMorgan Raises Rivian Price Target to $15Mon, Jul 6
75. Baird Reiterates Outperform on Tesla, $522 Price TargetMon, Jul 6
76. JPMorgan Reiterates Neutral on Tesla, $475 Price TargetMon, Jul 6