Wall Street analyst calls: Aug 3 – Aug 9, 2026

Upgrades 2

SpaceXBuyArgus · Upgraded · Aug 7 $160 PalantirBuyDeutsche Bank · Upgraded · Aug 4 $200

Downgrades 4

Applied MaterialsHoldErste Group · Downgraded · Aug 5 AppleHoldDZ Bank · Downgraded · Aug 4 $310 AppleHoldChina Renaissance · Downgraded · Aug 4 AppleSellPhillip Securities · Downgraded · Aug 3 $290

Biggest price-target increases 19

GlobalFoundriesBuyBaird · Raised price target +40%, kept rating · Aug 5 $140from $100 AMDBuyDA Davidson · Raised price target +29%, kept rating · Aug 5 $550from $425 ASMLBuyFreedom Broker · Raised price target +27%, kept rating · Aug 4 $2,100from $1,650 AMDBuyTruist · Raised price target +24%, kept rating · Aug 5 $594from $478 PalantirBuyCiti · Raised price target +23%, kept rating · Aug 4 $245from $200 PalantirBuyMizuho · Raised price target +16%, kept rating · Aug 4 $215from $185 PalantirBuyDA Davidson · Raised price target +14%, kept rating · Aug 4 $200from $175 AMDBuyWells Fargo · Raised price target +14%, kept rating · Aug 5 $700from $615

Biggest price-target cuts 16

MicronBuyCiti · Cut price target −18%, kept rating · Aug 7 $1,150from $1,400 ON SemiconductorHoldStifel · Cut price target −16%, kept rating · Aug 4 $90from $107 ON SemiconductorBuyWells Fargo · Cut price target −15%, kept rating · Aug 4 $110from $130 OracleBuyUBS · Cut price target −14%, kept rating · Aug 6 $245from $285 XPengBuyGoldman Sachs · Cut price target −13%, kept rating · Aug 3 $20from $23 Li AutoHoldGoldman Sachs · Cut price target −13%, kept rating · Aug 3 $15.70from $18 GlobalFoundriesHoldMorgan Stanley · Cut price target −12%, kept rating · Aug 3 $57from $65 ON SemiconductorBuyMizuho · Cut price target −12%, kept rating · Aug 4 $110from $125

Most-covered companies

Most active firms

All notes 66

1. Citi Lowers Micron Price Target to $1,150Fri, Aug 7
2. Argus Upgrades SpaceX to Buy, $160 Price TargetFri, Aug 7
3. UBS Lowers Oracle Price Target to $245Thu, Aug 6
4. Rosenblatt Raises AMD Price Target to $700Thu, Aug 6
5. Bernstein Raises SpaceX Price Target to $248Thu, Aug 6
6. UBS Lowers GlobalFoundries Price Target to $55Thu, Aug 6
7. TD Cowen Lowers GlobalFoundries Price Target to $75Thu, Aug 6
8. Morgan Stanley Raises GlobalFoundries Price Target to $60Thu, Aug 6
9. Stifel Reiterates Buy on AMD, $635 Price TargetWed, Aug 5
10. TD Cowen Reiterates Buy on AMD, $675 Price TargetWed, Aug 5
11. Wolfe Research Reiterates Outperform on SpaceX, $175 Price TargetWed, Aug 5
12. BofA Securities Reiterates Buy on SpaceX, $235 Price TargetWed, Aug 5
13. Raymond James Reiterates Strong Buy on SpaceX, $800 Price TargetWed, Aug 5
14. Erste Group Downgrades Applied Materials to HoldWed, Aug 5
15. Tigress Financial Partners Raises Microsoft Price Target to $690Wed, Aug 5
16. Truist Lowers ON Semiconductor Price Target to $91Wed, Aug 5
17. Benchmark Reiterates Buy on AMD, $685 Price TargetWed, Aug 5
18. DA Davidson Raises AMD Price Target to $550Wed, Aug 5
19. UBS Reiterates Buy on SpaceX, $210 Price TargetWed, Aug 5
20. Cantor Reiterates Overweight on SpaceX, $246 Price TargetWed, Aug 5
21. Baird Raises GlobalFoundries Price Target to $140Wed, Aug 5
22. KeyBanc Reiterates Overweight on AMD, $725 Price TargetWed, Aug 5
23. Roth MKM Reiterates Buy on AMD, $650 Price TargetWed, Aug 5
24. Truist Raises AMD Price Target to $594Wed, Aug 5
25. Jefferies Raises AMD Price Target to $650Wed, Aug 5
26. Bernstein Raises AMD Price Target to $650Wed, Aug 5
27. Morgan Stanley Raises AMD Price Target to $465Wed, Aug 5
28. Wells Fargo Raises AMD Price Target to $700Wed, Aug 5
29. Macquarie Maintains Outperform on SpaceX, $250 Price TargetWed, Aug 5
30. Mizuho Reiterates Outperform on SpaceX, $200 Price TargetWed, Aug 5
31. Piper Sandler Lowers SpaceX Price Target to $140Wed, Aug 5
32. William Blair Reiterates Outperform on SpaceXWed, Aug 5
33. Stifel Reiterates Buy on SpaceX, $190 Price TargetWed, Aug 5
34. Wells Fargo Lowers SpaceX Price Target to $215Wed, Aug 5
35. Cantor Fitzgerald Maintains Neutral on Lucid, $8 Price TargetWed, Aug 5
36. Truist Raises Palantir Price Target to $223Tue, Aug 4
37. Freedom Broker Raises ASML Price Target to $2,100Tue, Aug 4
38. B. Riley Lowers ON Semiconductor Price Target to $127Tue, Aug 4
39. Stifel Lowers ON Semiconductor Price Target to $90Tue, Aug 4
40. Benchmark Reiterates Hold on PalantirTue, Aug 4
41. Truist Raises Palantir Price Target to $223Tue, Aug 4
42. Piper Sandler Reiterates Overweight on Palantir, $230 Price TargetTue, Aug 4
43. UBS Raises Palantir Price Target to $220Tue, Aug 4
44. Wells Fargo Lowers ON Semiconductor Price Target to $110Tue, Aug 4
45. Needham Lowers ON Semiconductor Price Target to $116Tue, Aug 4
46. Cantor Reiterates Neutral on ON Semiconductor, $110 Price TargetTue, Aug 4
47. Mizuho Lowers ON Semiconductor Price Target to $110Tue, Aug 4
48. Baird Raises ON Semiconductor Price Target to $108Tue, Aug 4
49. DZ Bank Downgrades Apple to Hold, $310 Price TargetTue, Aug 4
50. China Renaissance Downgrades Apple to HoldTue, Aug 4
51. Cantor Fitzgerald Raises Palantir Price Target to $156Tue, Aug 4
52. Deutsche Bank Upgrades Palantir to Buy, $200 Price TargetTue, Aug 4
53. Mizuho Raises Palantir Price Target to $215Tue, Aug 4
54. William Blair Reiterates Outperform on PalantirTue, Aug 4
55. BofA Securities Reiterates Buy on Palantir, $255 Price TargetTue, Aug 4
56. DA Davidson Raises Palantir Price Target to $200Tue, Aug 4
57. Citi Raises Palantir Price Target to $245Tue, Aug 4
58. Baird Reiterates Outperform on Rivian, $23 Price TargetTue, Aug 4
59. Bernstein SocGen Maintains Outperform on SpaceX, $239 Price TargetMon, Aug 3
60. Benchmark Reiterates Buy on AMD, $685 Price TargetMon, Aug 3
61. Phillip Securities Downgrades Apple to Reduce, $290 Price TargetMon, Aug 3
62. Morgan Stanley Lowers GlobalFoundries Price Target to $57Mon, Aug 3
63. Goldman Sachs Lowers Li Auto Price Target to $15.70Mon, Aug 3
64. Goldman Sachs Lowers XPeng Price Target to $20Mon, Aug 3
65. Stifel Lowers Tesla Price Target to $491Mon, Aug 3
66. Cantor Fitzgerald Reiterates Neutral Rating on Lucid, $8 Price TargetMon, Aug 3