Weekly recap

Wall Street analyst calls: Sep 28 – Oct 4, 2026

79 research notes from 33 Wall Street firms on 23 companies. 0 upgrades, 3 downgrades, 2 initiations, 11 price-target increases and 2 cuts.

0Upgrades3Downgrades2Initiations11Targets raised2Targets cut79All notes

Downgrades 3

JP MorganXPengHoldJP Morgan · Downgraded · Sep 30 HK$45 JP MorganBYDHoldJP Morgan · Downgraded · Sep 30 HK$88 JP MorganXPengHoldJP Morgan · Downgraded · Sep 29 $11.50

New coverage 2

TD CowenSpaceXBuyTD Cowen · Initiated coverage · Sep 28 $200 CLSASpaceXBuyCLSA · Initiated coverage · Sep 28 $250

Biggest price-target increases 11

RosenblattMicronBuyRosenblatt · Raised price target +27%, kept rating · Oct 1 $1,900from $1,500 Morgan StanleyApplied MaterialsHoldMorgan Stanley · Raised price target +22%, kept rating · Sep 28 $563from $462 BairdMicronBuyBaird · Raised price target +19%, kept rating · Sep 28 $1,520from $1,280 B RileyLam ResearchBuyB Riley · Raised price target +11%, kept rating · Oct 1 $390from $350 Piper SandlerMicrosoftBuyPiper Sandler · Raised price target +11%, kept rating · Sep 30 $610from $550 CantorMarvellHoldCantor · Raised price target +10%, kept rating · Sep 28 $330from $300 UBSMarvellBuyUBS · Raised price target +8%, kept rating · Sep 28 $335from $310 MizuhoMicronBuyMizuho · Raised price target +8%, kept rating · Oct 1 $1,400from $1,300

Biggest price-target cuts 2

JP MorganTeslaHoldJP Morgan · Cut price target −7%, kept rating · Sep 28 $415from $445 Morgan StanleyAppleBuyMorgan Stanley · Cut price target −1%, kept rating · Oct 1 $355from $360

Most-covered companies

Micron 28SpaceX 9Tesla 5Meta 5Marvell 4Apple 3Microsoft 3Rivian 2C3.ai 2Alphabet (Google) 2NVIDIA 2Palantir 2

Most active firms

Cantor 7JP Morgan 6Citi 5StoneX 5UBS 4Citizens JMP 4Needham 4William Blair 3Baird 3Bernstein 3Morgan Stanley 3Stifel 2

All notes 79

  1. StoneX Reaffirms Buy on General Motors, $105 Price Target
  2. Citi Keeps Buy on Apple, $365 Price Target
  3. William Blair Affirms Market Perform on Tesla
  4. Cantor Fitzgerald Maintains Neutral on Rivian, $19 Price Target
  5. Oppenheimer Keeps Perform on Tesla
  6. Stifel Reaffirms Hold on ON Semiconductor, $75 Price Target
  7. Baird Reiterates Outperform on Micron, $1,520 Price Target
  8. UBS Keeps Buy on Broadcom, $470 Price Target
  9. CLSA Affirms Outperform on Micron, $1,700 Price Target
  10. Citizens Maintains Market Outperform on Oracle, $285 Price Target
  11. Citizens Reaffirms Market Perform on C3.ai
  12. StoneX Maintains Buy on Tesla, $475 Price Target
  13. Freedom Broker Reiterates Buy on Micron, $1,600 Price Target
  14. Bernstein Keeps Outperform on Micron, $1,300 Price Target
  15. UBS Maintains Buy on Micron, $1,625 Price Target
  16. DA Davidson Raises Micron Price Target to $2,100
  17. B. Riley Raises Lam Research Price Target to $390
  18. KeyBanc Affirms Overweight on Alphabet, $435 Price Target
  19. Morgan Stanley Lowers Apple Price Target to $355
  20. Baird Maintains Outperform on Micron, $1,520 Price Target
  21. JPMorgan Raises TSMC Price Target to NT$3,300
  22. Cantor Fitzgerald Reiterates Overweight on Micron, $2,000 Price Target
  23. Cantor Fitzgerald Reaffirms Overweight on NVIDIA, $350 Price Target
  24. Needham Keeps Hold on Apple
  25. Stifel Affirms Buy on Micron, $1,500 Price Target
  26. Wells Fargo Maintains Overweight on Micron, $1,400 Price Target
  27. Needham Reaffirms Hold on Meta
  28. Needham Reiterates Buy on Micron, $1,650 Price Target
  29. Goldman Sachs Keeps Neutral on Micron, $1,250 Price Target
  30. Deutsche Bank Affirms Buy on Micron, $1,550 Price Target
  31. Susquehanna Maintains Positive on Micron, $2,000 Price Target
  32. Citi Reaffirms Buy on Micron, $1,300 Price Target
  33. William Blair Reiterates Outperform on Micron
  34. Morgan Stanley Keeps Overweight on Micron, $1,200 Price Target
  35. KeyBanc Affirms Overweight on Micron, $1,750 Price Target
  36. BMO Capital Maintains Outperform on Micron, $1,300 Price Target
  37. Wedbush Reaffirms Outperform on Micron, $1,400 Price Target
  38. Rosenblatt Raises Micron Price Target to $1,900
  39. Raymond James Reiterates Outperform on Micron, $1,500 Price Target
  40. RBC Capital Keeps Outperform on Micron, $1,500 Price Target
  41. Mizuho Raises Micron Price Target to $1,400
  42. Melius Affirms Buy on Micron, $2,200 Price Target
  43. StoneX Keeps Hold on Palantir
  44. StoneX Affirms Buy on Microsoft
  45. StoneX Maintains Hold on Meta
  46. Piper Sandler Raises Microsoft Price Target to $610
  47. JPMorgan Downgrades XPeng to Neutral, HK$45 Price Target
  48. JPMorgan Downgrades BYD to Neutral, HK$88 Price Target
  49. Needham Maintains Buy on SpaceX, $250 Price Target
  50. Bernstein Reaffirms Outperform on SpaceX, $248 Price Target
  51. JPMorgan Downgrades XPeng to Neutral, $11.50 Price Target
  52. Rosenblatt Keeps Buy on AMD, $700 Price Target
  53. Mizuho Affirms Outperform on SpaceX, $200 Price Target
  54. BofA Securities Maintains Buy on SpaceX, $235 Price Target
  55. UBS Reaffirms Buy on SpaceX, $210 Price Target
  56. Citi Reiterates Buy on Marvell, $275 Price Target
  57. Citizens Keeps Market Perform on C3.ai
  58. BofA Securities Affirms Buy on Meta, $810 Price Target
  59. Cantor Fitzgerald Raises Marvell Price Target to $330
  60. Citi Maintains Buy on Nvidia, $315 Price Target
  61. Citi Reaffirms Buy on Meta, $800 Price Target
  62. TD Cowen Launches Coverage of SpaceX at Buy, $200 Price Target
  63. William Blair Keeps Outperform on SpaceX
  64. UBS Raises Marvell Price Target to $335
  65. RBC Capital Affirms Outperform on Marvell, $360 Price Target
  66. Bernstein Maintains Outperform on SpaceX, $248 Price Target
  67. Piper Sandler Raises Alphabet Price Target to $400
  68. DA Davidson Reaffirms Buy on Micron, $2,000 Price Target
  69. JPMorgan Lowers Tesla Price Target to $415
  70. Morgan Stanley Raises Applied Materials Price Target to $563
  71. Goldman Sachs Reiterates Neutral on Palantir, $204 Price Target
  72. Baird Raises Micron Price Target to $1,520
  73. Cantor Fitzgerald Keeps Neutral on Lucid, $8 Price Target
  74. Cantor Fitzgerald Affirms Neutral on Rivian, $19 Price Target
  75. Cantor Fitzgerald Maintains Overweight on Tesla, $485 Price Target
  76. CLSA Starts SpaceX at Accumulate, $250 Price Target
  77. Jefferies Reaffirms Buy on Meta, $875 Price Target
  78. Citizens Reiterates Market Outperform on Microsoft, $550 Price Target
  79. JPMorgan Keeps Overweight on Micron, $1,540 Price Target
Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.