Weekly recap
Wall Street analyst calls: Jul 20 – Jul 26, 2026
113 research notes from 40 Wall Street firms on 15 companies. 1 upgrade, 0 downgrades, 3 initiations, 52 price-target increases and 23 cuts.
Upgrades 1
New coverage 3
Biggest price-target increases 52
TeslaBuyBank of America · Raised price target +21496%, kept rating · Jul 23
$460from $2.13
MetaBuyBank of America · Raised price target +568%, kept rating · Jul 20
$835from $125
AMDBuyBaird · Raised price target +100%, kept rating · Jul 24
$1,250from $625
IntelSellJP Morgan · Raised price target +89%, kept rating · Jul 24
$85from $45
IntelHoldBaird · Raised price target +67%, kept rating · Jul 24
$125from $75
IntelHoldWedbush · Raised price target +63%, kept rating · Jul 24
$98from $60
AMDBuyStoneX · Raised price target +41%, kept rating · Jul 23
$685from $485
IntelHoldTruist · Raised price target +33%, kept rating · Jul 24
$108from $81
Biggest price-target cuts 23
IntelHoldMizuho · Cut price target −19%, kept rating · Jul 24
$109from $135
IntelHoldCantor · Cut price target −17%, kept rating · Jul 24
$125from $150
ArmBuyWells Fargo · Cut price target −15%, kept rating · Jul 22
$350from $410
TeslaHoldTruist · Cut price target −14%, kept rating · Jul 23
$370from $430
Alphabet (Google)BuyPiper Sandler · Cut price target −11%, kept rating · Jul 23
$395from $445
Alphabet (Google)BuyOppenheimer · Cut price target −10%, kept rating · Jul 23
$400from $445
TeslaBuyPiper Sandler · Cut price target −10%, kept rating · Jul 24
$450from $500
TeslaBuyCanaccord Genuity · Cut price target −9%, kept rating · Jul 23
$410from $450
Most-covered companies
Most active firms
All notes 113
- Citizens JMP Maintains Market Outperform on Alphabet, $515 Price Target
- Barclays Reiterates Overweight on Alphabet, $425 Price Target
- KeyBanc Reiterates Overweight on Intel, $155 Price Target
- Stifel Reiterates Buy on AMD, $635 Price Target
- RBC Capital Reiterates Sector Perform on AMD, $540 Price Target
- Rosenblatt Bumps Texas Instruments Price Target to $350
- HSBC Reiterates Buy on Intel, $200 Price Target
- Mizuho Reduces Intel Price Target to $109
- BofA Securities Reiterates Buy on Intel, $160 Price Target
- Bernstein SocGen Hikes Intel Price Target to $110
- Wells Fargo Boosts Intel Price Target to $120
- Needham Maintains Hold on Intel
- Cantor Fitzgerald Lowers Intel Price Target to $125
- Baird Lifts Intel Price Target to $125
- JPMorgan Increases Intel Price Target to $85
- Stifel Trims Intel Price Target to $110
- Rosenblatt Hikes Intel Price Target to $80
- Wedbush Raises Intel Price Target to $98
- Roth MKM Increases Intel Price Target to $120
- Truist Bumps Intel Price Target to $108
- TD Cowen Reiterates Hold on Intel, $115 Price Target
- DA Davidson Raises Intel Price Target to $100
- Morgan Stanley Boosts Intel Price Target to $84
- William Blair Reiterates Market Perform on AMD
- Jefferies Lifts AMD Price Target to $640
- UBS Increases AMD Price Target to $730
- Baird Bumps AMD Price Target to $1,250
- Melius Research Raises AMD Price Target to $660
- Cantor Fitzgerald Reiterates Overweight on AMD, $700 Price Target
- Roth MKM Lifts AMD Price Target to $650
- BofA Securities Hikes AMD Price Target to $620
- Needham Reiterates Hold on Meta
- Deutsche Bank Cuts Meta Price Target to $800
- Baird Boosts Apple Price Target to $330
- Bernstein SocGen Reduces Alphabet Price Target to $385
- Piper Sandler Lowers Tesla Price Target to $450
- Citizens Reiterates Market Outperform on Alphabet, $515 Price Target
- KeyBanc Bumps Texas Instruments Price Target to $400
- Wells Fargo Raises Texas Instruments Price Target to $310
- Goldman Sachs Boosts Texas Instruments Price Target to $225
- Truist Increases Texas Instruments Price Target to $300
- TD Cowen Trims Texas Instruments Price Target to $340
- JPMorgan Hikes Texas Instruments Price Target to $340
- Bernstein SocGen Bumps Texas Instruments Price Target to $290
- Baird Raises Texas Instruments Price Target to $385
- Evercore ISI Boosts Texas Instruments Price Target to $330
- Mizuho Increases Texas Instruments Price Target to $305
- Morgan Stanley Bumps Texas Instruments Price Target to $255
- Cantor Fitzgerald Reiterates Neutral on Texas Instruments, $340 Price Target
- Benchmark Boosts Texas Instruments Price Target to $360
- Benchmark Raises AMD Price Target to $685
- Guggenheim Reiterates Buy on Oracle, $400 Price Target
- Morgan Stanley Hikes Apple Price Target to $364
- HSBC Initiates SpaceX at Hold, $115 Price Target
- Freedom Broker Upgrades Alphabet to Buy, $400 Price Target
- DA Davidson Lowers Alphabet Price Target to $350
- Morgan Stanley Trims Alphabet Price Target to $400
- Roth MKM Lifts Alphabet Price Target to $440
- Cantor Fitzgerald Lowers Alphabet Price Target to $420
- Canaccord Reiterates Buy on Alphabet, $450 Price Target
- Truist Cuts Alphabet Price Target to $420
- BMO Capital Lifts Alphabet Price Target to $465
- Rosenblatt Reiterates Neutral on Alphabet, $393 Price Target
- Evercore ISI Reiterates Outperform on Alphabet, $420 Price Target
- Piper Sandler Reduces Alphabet Price Target to $395
- Oppenheimer Trims Alphabet Price Target to $400
- UBS Cuts Alphabet Price Target to $379
- Barclays Hikes Alphabet Price Target to $425
- Wolfe Research Reiterates Outperform on Alphabet, $460 Price Target
- Mizuho Cuts Tesla Price Target to $450
- JPMorgan Reduces Tesla Price Target to $445
- Cantor Fitzgerald Reduces Tesla Price Target to $485
- TD Cowen Cuts Tesla Price Target to $460
- Truist Trims Tesla Price Target to $370
- Needham Reiterates Hold on Tesla
- Canaccord Lowers Tesla Price Target to $410
- Oppenheimer Maintains Perform on Tesla
- BofA Securities Reiterates Buy on Tesla, $460 Price Target
- Morgan Stanley Lowers Tesla Price Target to $400
- RBC Capital Increases General Motors Price Target to $100
- TD Cowen Boosts General Motors Price Target to $132
- Morgan Stanley Increases General Motors Price Target to $101
- BofA Securities Lifts General Motors Price Target to $107
- Deutsche Bank Raises General Motors Price Target to $100
- JPMorgan Bumps General Motors Price Target to $120
- Mizuho Reiterates Outperform on General Motors, $100 Price Target
- Goldman Sachs Hikes General Motors Price Target to $103
- Oppenheimer Reiterates Outperform on Microsoft, $515 Price Target
- Wells Fargo Reduces Arm Holdings Price Target to $350
- Wells Fargo Lifts General Motors Price Target to $61
- Barclays Boosts General Motors Price Target to $110
- Macquarie Reiterates Outperform on SpaceX, $250 Price Target
- Evercore ISI Reiterates Outperform on Lam Research, $355 Price Target
- Mizuho Reiterates Outperform on Oracle, $320 Price Target
- Evercore ISI Reaffirms Outperform on Apple, $365 Price Target
- Morgan Stanley Raises Intel Price Target to $75
- Susquehanna Bumps Texas Instruments Price Target to $340
- Wells Fargo Increases Alphabet Price Target to $438
- Raymond James Lifts Meta Price Target to $850
- Morgan Stanley Assumes Microsoft at Overweight, $600 Price Target
- Jefferies Maintains Buy on Meta, $825 Price Target
- Susquehanna Hikes Arm Holdings Price Target to $320
- KeyBanc Reiterates Overweight on Micron, $1,750 Price Target
- Cantor Fitzgerald Reiterates Neutral on Texas Instruments, $340 Price Target
- Morgan Stanley Boosts Texas Instruments Price Target to $230
- BofA Securities Maintains Buy on Apple, $380 Price Target
- Wells Fargo Trims ON Semiconductor Price Target to $130
- Jefferies Raises Arm Holdings Price Target to $320
- BofA Securities Reiterates Buy on Apple, $380 Price Target
- CLSA Initiates Oracle at Hold, $145 Price Target
- CLSA Initiates Microsoft at Outperform, $535 Price Target
- Deutsche Bank Reiterates Buy on Microsoft, $550 Price Target
- BofA Securities Reiterates Buy on Meta, $835 Price Target


