Wall Street analyst calls: Jul 27 – Aug 2, 2026

Upgrades 8

FordHoldDZ Bank · Upgraded · Jul 31 $16 ArmBuyNew Street Research · Upgraded · Jul 30 $260 Texas InstrumentsBuyArete Research · Upgraded · Jul 29 $405 FordBuyCiti · Upgraded, raised price target +5% · Jul 29 $20from $19 Alphabet (Google)BuyPhillip Securities · Upgraded, cut price target −6% · Jul 27 $425from $450 General MotorsBuyJefferies · Upgraded, raised price target +10% · Jul 27 $99from $90 RivianBuyPiper Sandler · Upgraded, raised price target +11% · Jul 27 $20from $18 FordBuyJefferies · Upgraded, raised price target +21% · Jul 27 $17.50from $14.50

New coverage 1

SpaceXSellPhillip Securities · Initiated coverage · Jul 31 $75

Biggest price-target increases 33

QualcommBuyBaird · Raised price target +33%, kept rating · Jul 30 $400from $300 FordBuyJefferies · Upgraded, raised price target +21% · Jul 27 $17.50from $14.50 FordHoldTD Cowen · Raised price target +15%, kept rating · Jul 29 $15from $13 FordHoldRBC Capital · Raised price target +15%, kept rating · Jul 29 $15from $13 AppleBuyTD Cowen · Raised price target +14%, kept rating · Jul 31 $400from $350 RivianHoldRBC Capital · Raised price target +14%, kept rating · Jul 31 $16from $14 KLABuyBernstein · Raised price target +14%, kept rating · Jul 29 $225from $197.50 AppleBuyWells Fargo · Raised price target +13%, kept rating · Jul 31 $350from $310

Biggest price-target cuts 63

ArmHoldBank of America · Cut price target −43%, kept rating · Jul 30 $260from $460 QualcommHoldRBC Capital · Cut price target −36%, kept rating · Jul 30 $160from $250 QualcommHoldWells Fargo · Cut price target −36%, kept rating · Jul 30 $170from $265 ArmBuyRBC Capital · Cut price target −28%, kept rating · Jul 30 $340from $475 MetaBuySusquehanna · Cut price target −28%, kept rating · Jul 30 $650from $900 QualcommSellBarclays · Cut price target −27%, kept rating · Jul 31 $180from $245 ArmBuyTD Cowen · Cut price target −26%, kept rating · Jul 30 $350from $475 MetaBuyWells Fargo · Cut price target −23%, kept rating · Jul 30 $640from $835

Most-covered companies

Most active firms

All notes 142

1. RBC Capital Reiterates Underperform on Palantir, $90 Price TargetFri, Jul 31
2. Phillip Securities Initiates SpaceX at Sell, $75 Price TargetFri, Jul 31
3. Cantor Fitzgerald Maintains Neutral on ON Semiconductor, $110 Price TargetFri, Jul 31
4. DZ Bank Upgrades Ford to Hold, $16 Price TargetFri, Jul 31
5. Barclays Reiterates Overweight on Meta, $780 Price TargetFri, Jul 31
6. Needham Reiterates Hold Rating on MetaFri, Jul 31
7. Barclays Lowers Qualcomm Price Target to $180Fri, Jul 31
8. Rosenblatt Lowers Arm Holdings Price Target to $250Fri, Jul 31
9. Morgan Stanley Raises Rivian Price Target to $14Fri, Jul 31
10. RBC Capital Raises Rivian Price Target to $16Fri, Jul 31
11. Wells Fargo Raises Rivian Price Target to $16Fri, Jul 31
12. TD Cowen Raises Rivian Price Target to $21Fri, Jul 31
13. Raymond James Reiterates Market Perform on AppleFri, Jul 31
14. Barclays Lowers Apple Price Target to $245Fri, Jul 31
15. Morgan Stanley Lowers Apple Price Target to $360Fri, Jul 31
16. BofA Securities Maintains Buy on Apple, $380 Price TargetFri, Jul 31
17. Goldman Sachs Lowers Apple Price Target to $360Fri, Jul 31
18. Oppenheimer Reiterates Perform on AppleFri, Jul 31
19. Rosenblatt Raises Apple Price Target to $300Fri, Jul 31
20. Wells Fargo Raises Apple Price Target to $350Fri, Jul 31
21. JPMorgan Lowers Apple Price Target to $340Fri, Jul 31
22. KeyBanc Reiterates Underweight on Apple, $250 Price TargetFri, Jul 31
23. TD Cowen Raises Apple Price Target to $400Fri, Jul 31
24. UBS Maintains Neutral on Apple, $296 Price TargetFri, Jul 31
25. Cantor Fitzgerald Reiterates Neutral on Rivian, $19 Price TargetFri, Jul 31
26. Evercore ISI Lowers Meta Price Target to $820Thu, Jul 30
27. Evercore ISI Maintains Outperform on Apple, $365 Price TargetThu, Jul 30
28. Wells Fargo Raises Microsoft Price Target to $650Thu, Jul 30
29. BMO Capital Raises Microsoft Price Target to $515Thu, Jul 30
30. Cantor Fitzgerald Raises Microsoft Price Target to $522Thu, Jul 30
31. DA Davidson Reiterates Buy on Microsoft, $550 Price TargetThu, Jul 30
32. UBS Raises Microsoft Price Target to $525Thu, Jul 30
33. TD Cowen Lowers Meta Price Target to $750Thu, Jul 30
34. JPMorgan Lowers Meta Price Target to $640Thu, Jul 30
35. Cantor Fitzgerald Lowers Meta Price Target to $680Thu, Jul 30
36. DA Davidson Lowers Meta Price Target to $700Thu, Jul 30
37. UBS Lowers Meta Price Target to $715Thu, Jul 30
38. Cantor Fitzgerald Lowers Qualcomm Price Target to $165Thu, Jul 30
39. Susquehanna Raises AMD Price Target to $500Thu, Jul 30
40. BofA Securities Lowers Arm Holdings Price Target to $260Thu, Jul 30
41. Evercore ISI Reiterates Outperform on Arm Holdings, $326 Price TargetThu, Jul 30
42. Wells Fargo Lowers Arm Holdings Price Target to $280Thu, Jul 30
43. Guggenheim Reiterates Buy on Arm Holdings, $255 Price TargetThu, Jul 30
44. Mizuho Lowers Arm Holdings Price Target to $400Thu, Jul 30
45. Morgan Stanley Raises Arm Holdings Price Target to $212Thu, Jul 30
46. RBC Capital Lowers Arm Holdings Price Target to $340Thu, Jul 30
47. JPMorgan Raises Arm Holdings Price Target to $255Thu, Jul 30
48. TD Cowen Lowers Arm Holdings Price Target to $350Thu, Jul 30
49. New Street Research Upgrades Arm Holdings to Buy, $260 Price TargetThu, Jul 30
50. UBS Lowers Arm Holdings Price Target to $320Thu, Jul 30
51. Mizuho Lowers Lam Research Price Target to $370Thu, Jul 30
52. Morgan Stanley Lowers Lam Research Price Target to $367Thu, Jul 30
53. Wells Fargo Lowers Lam Research Price Target to $350Thu, Jul 30
54. B. Riley Lowers Lam Research Price Target to $350Thu, Jul 30
55. UBS Lowers Qualcomm Price Target to $170Thu, Jul 30
56. JPMorgan Lowers Qualcomm Price Target to $215Thu, Jul 30
57. TD Cowen Lowers Qualcomm Price Target to $175Thu, Jul 30
58. Benchmark Lowers Qualcomm Price Target to $270Thu, Jul 30
59. Susquehanna Lowers Qualcomm Price Target to $160Thu, Jul 30
60. Wells Fargo Lowers Qualcomm Price Target to $170Thu, Jul 30
61. RBC Capital Lowers Qualcomm Price Target to $160Thu, Jul 30
62. Morgan Stanley Lowers Qualcomm Price Target to $220Thu, Jul 30
63. Mizuho Lowers Qualcomm Price Target to $170Thu, Jul 30
64. Rosenblatt Assumes Qualcomm at Buy, $235 Price TargetThu, Jul 30
65. Baird Raises Qualcomm Price Target to $400Thu, Jul 30
66. Canaccord Reiterates Buy on Meta, $930 Price TargetThu, Jul 30
67. Barclays Lowers Meta Price Target to $780Thu, Jul 30
68. BofA Securities Lowers Meta Price Target to $810Thu, Jul 30
69. Goldman Sachs Lowers Meta Price Target to $725Thu, Jul 30
70. Wolfe Research Lowers Meta Price Target to $700Thu, Jul 30
71. Bernstein Lowers Meta Price Target to $800Thu, Jul 30
72. Citizens Lowers Meta Price Target to $770Thu, Jul 30
73. Wells Fargo Lowers Meta Price Target to $640Thu, Jul 30
74. Susquehanna Lowers Meta Price Target to $650Thu, Jul 30
75. Mizuho Lowers Meta Price Target to $750Thu, Jul 30
76. KeyBanc Lowers Meta Price Target to $780Thu, Jul 30
77. Wedbush Lowers Meta Price Target to $595Thu, Jul 30
78. Rosenblatt Lowers Meta Price Target to $883Thu, Jul 30
79. Piper Sandler Lowers Meta Price Target to $785Thu, Jul 30
80. Truist Lowers Meta Price Target to $770Thu, Jul 30
81. Guggenheim Lowers Meta Price Target to $700Thu, Jul 30
82. Baird Lowers Meta Price Target to $750Thu, Jul 30
83. Scotiabank Lowers Meta Price Target to $600Thu, Jul 30
84. Barclays Lowers Microsoft Price Target to $512Thu, Jul 30
85. CLSA Reiterates Outperform on Microsoft, $535 Price TargetThu, Jul 30
86. Wolfe Research Raises Microsoft Price Target to $550Thu, Jul 30
87. Goldman Sachs Raises Microsoft Price Target to $640Thu, Jul 30
88. Evercore ISI Raises Microsoft Price Target to $528Thu, Jul 30
89. Bernstein Raises Microsoft Price Target to $647Thu, Jul 30
90. Morgan Stanley Reiterates Overweight on Microsoft, $600 Price TargetThu, Jul 30
91. BofA Securities Reiterates Buy on Microsoft, $500 Price TargetThu, Jul 30
92. Citizens Maintains Market Outperform on Microsoft, $550 Price TargetThu, Jul 30
93. Oppenheimer Maintains Outperform on Microsoft, $515 Price TargetThu, Jul 30
94. Guggenheim Reiterates Buy on Microsoft, $586 Price TargetThu, Jul 30
95. Mizuho Raises Microsoft Price Target to $510Thu, Jul 30
96. Stifel Raises Microsoft Price Target to $450Thu, Jul 30
97. Goldman Sachs Reiterates Buy on Meta, $815 Price TargetWed, Jul 29
98. Evercore ISI Maintains Outperform on Meta, $930 Price TargetWed, Jul 29
99. Arete Upgrades Texas Instruments to Buy, $405 Price TargetWed, Jul 29
100. BMO Capital Reaffirms Market Perform on Meta, $720 Price TargetWed, Jul 29
101. Scotiabank Lowers Microsoft Price Target to $470Wed, Jul 29
102. Stifel Reduces KLA Price Target to $250Wed, Jul 29
103. Cantor Fitzgerald Reiterates Overweight on KLA, $325 Price TargetWed, Jul 29
104. UBS Trims KLA Price Target to $215Wed, Jul 29
105. Wells Fargo Cuts KLA Price Target to $245Wed, Jul 29
106. Susquehanna Reduces KLA Price Target to $215Wed, Jul 29
107. RBC Capital Boosts KLA Price Target to $180Wed, Jul 29
108. Bernstein SocGen Increases KLA Price Target to $225Wed, Jul 29
109. BofA Securities Trims KLA Price Target to $260Wed, Jul 29
110. Morgan Stanley Cuts KLA Price Target to $253Wed, Jul 29
111. Deutsche Bank Lowers KLA Price Target to $195Wed, Jul 29
112. Piper Sandler Raises Ford Price Target to $17Wed, Jul 29
113. Citi Upgrades Ford to Buy, $20 Price TargetWed, Jul 29
114. JPMorgan Bumps Ford Price Target to $17Wed, Jul 29
115. TD Cowen Hikes Ford Price Target to $15Wed, Jul 29
116. RBC Capital Lifts Ford Price Target to $15Wed, Jul 29
117. Morgan Stanley Raises Ford Price Target to $15Wed, Jul 29
118. Morgan Stanley Reiterates Overweight on SpaceX, $300 Price TargetTue, Jul 28
119. Cantor Fitzgerald Reiterates Neutral on Rivian, $19 Price TargetTue, Jul 28
120. Bernstein SocGen Reiterates Outperform on SpaceX, $239 Price TargetTue, Jul 28
121. Piper Sandler Reiterates Overweight on Microsoft, $540 Price TargetTue, Jul 28
122. KeyBanc Reiterates Underweight on Apple, $250 Price TargetTue, Jul 28
123. KeyBanc Reiterates Sector Weight on SpaceXTue, Jul 28
124. Baird Reiterates Outperform on Palantir, $200 Price TargetTue, Jul 28
125. Citizens JMP Reiterates $550 Price Target on MicrosoftTue, Jul 28
126. Phillip Securities Upgrades Alphabet to Accumulate, $425 Price TargetMon, Jul 27
127. Jefferies Upgrades General Motors to Buy, $99 Price TargetMon, Jul 27
128. BofA Securities Reiterates Buy on ASML, €2,452 Price TargetMon, Jul 27
129. Benchmark Reiterates Hold Rating on MetaMon, Jul 27
130. RBC Capital Lowers Tesla Price Target to $480Mon, Jul 27
131. Benchmark Reiterates Buy on Qualcomm, $300 Price TargetMon, Jul 27
132. UBS Lowers Microsoft Price Target to $480Mon, Jul 27
133. Deutsche Bank Lowers Tesla Price Target to $420Mon, Jul 27
134. Needham Raises Taiwan Semi Price Target to $530Mon, Jul 27
135. Cantor Fitzgerald Lowers Qualcomm Price Target to $200Mon, Jul 27
136. Mizuho Raises AMD Price Target to $625Mon, Jul 27
137. Raymond James Reiterates Strong Buy on SpaceX, $800 Price TargetMon, Jul 27
138. Oppenheimer Reiterates Outperform on Palantir, $200 Price TargetMon, Jul 27
139. Cantor Fitzgerald Reiterates Overweight on Microsoft, $502 Price TargetMon, Jul 27
140. Baird Reiterates Outperform on Tesla, $475 Price TargetMon, Jul 27
141. Piper Sandler Upgrades Rivian to Overweight, $20 Price TargetMon, Jul 27
142. Jefferies Upgrades Ford to Buy, $17.50 Price TargetMon, Jul 27