Vijay Rakesh

Vijay Rakesh Analyst Performance

Managing Director at Mizuho

Vijay Rakesh is a stock analyst at Mizuho focused in the computer and technology sector, covering 37 publicly traded companies. Over the past year, Vijay Rakesh has issued 213 stock ratings, including buy, hold, and sell recommendations. While full access to Vijay Rakesh's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Vijay Rakesh's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
444 Last 11 Years
Buy Recommendations
79.40% 320 Buy Ratings
Companies Covered
37 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy79.4%320 ratings
Hold18.4%74 ratings
Sell2.2%9 ratings

Out of 403 total stock ratings issued by Vijay Rakesh at Mizuho, the majority (79.4%) have been Buy recommendations, followed by 18.4% Hold and 2.2% Sell.

Exchange Coverage

ExchangePercentageCount
NASDAQ
81.1% of companies on NASDAQ
30 companies
NYSE
18.9% of companies on NYSE
7 companies

Vijay Rakesh, an analyst at Mizuho, currently covers 37 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Computer and Technology
28 companies
75.7%
Auto/Tires/Trucks
6 companies
16.2%
Business Services
1 company
2.7%
Manufacturing
1 company
2.7%
Medical
1 company
2.7%

Vijay Rakesh of Mizuho specializes in stock coverage within the Computer and Technology sector, with additional focus on Auto/Tires/Trucks and Business Services companies.

Coverage Industries

IndustryPercentage
ELEC COMP - SEMIC
8 companies
21.6%
COMP - INTEGT SYS
4 companies
10.8%
SEMI - GENERAL
4 companies
10.8%
SEMI - ANALOG & MIXED
3 companies
8.1%
AUTO - DOMESTIC
3 companies
8.1%
INTERNET SOFTWARE
2 companies
5.4%
COMP - STORAGE DE
2 companies
5.4%
AUTO/TRUCK - ORIG
2 companies
5.4%
SEMI - RADIO FREQ
2 companies
5.4%
TECHNOLOGY SERVICES
1 company
2.7%
ELECTRONIC COMPONENTS & ACCESSORIES
1 company
2.7%
COMP - MICRO
1 company
2.7%
ELEC PRODS - MISC
1 company
2.7%
COMMUNICATIONS COMPONENTS
1 company
2.7%
AUTO - FOREIGN
1 company
2.7%
MED - BIOMED/GENE
1 company
2.7%

Vijay Rakesh's Ratings History at Mizuho

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
6/15/2026Boost Price Target$23.40$35.00Outperform
Western Digital Corporation stock logo
WDC
Western Digital
6/8/2026Boost Price Target$511.72$685.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
6/8/2026Boost Price Target$1,559.32$2,200.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
6/8/2026Boost Price Target$354.82$500.00Outperform
Cerebras Systems Inc. stock logo
CBRS
Cerebras Systems
6/8/2026Initiated Coverage$201.01$300.00Outperform
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
6/8/2026Boost Price Target$879.32$1,090.00Outperform
Cerebras Systems Inc. stock logo
CBRS
Cerebras Systems
6/8/2026Initiated Coverage$237.83$300.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
6/4/2026Boost Price Target$424.23$530.00Outperform
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
6/3/2026Boost Price Target$79.61$84.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
6/2/2026Boost Price Target$218.08$290.00Outperform
Dell Technologies Inc. stock logo
DELL
Dell Technologies
6/1/2026Boost Price Target$420.96$500.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
6/1/2026Boost Price Target$353.29$425.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
6/1/2026Boost Price Target$46.09$44.00Neutral
Intel Corporation stock logo
INTC
Intel
6/1/2026Boost Price Target$114.68$128.00Neutral
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
6/1/2026Boost Price Target$236.03$260.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
6/1/2026Boost Price Target$516.03$615.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
5/28/2026Boost Price Target$1,589.94$1,825.00Outperform
onsemi stock logo
ON
onsemi
5/28/2026Boost Price Target$124.89$150.00Outperform
Lam Research Corporation stock logo
LRCX
Lam Research
5/27/2026Set Price Target$322.68$380.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
5/27/2026Boost Price Target$454.89$540.00Outperform
NVIDIA Corporation stock logo
NVDA
NVIDIA
5/21/2026Set Price Target$223.47$300.00
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
5/19/2026Boost Price Target$300.60$300.00Neutral
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
5/19/2026Boost Price Target$60.92$68.00Outperform
onsemi stock logo
ON
onsemi
5/19/2026Boost Price Target$109.43$130.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
5/19/2026Boost Price Target$681.54$800.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
5/15/2026Boost Price Target$431.16$500.00Outperform
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
5/13/2026Lower Price Target$22.38$29.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/12/2026Boost Price Target$458.79$515.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
5/12/2026Boost Price Target$33.52$36.00Neutral
Intel Corporation stock logo
INTC
Intel
5/12/2026Boost Price Target$129.44$124.00Neutral
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
5/12/2026Lower Price Target$20.51$27.00Outperform
Synaptics Incorporated stock logo
SYNA
Synaptics
5/8/2026Set Price Target$116.90$128.00
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
5/8/2026Boost Price Target$47.93$54.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
5/6/2026Set Price Target$32.52$30.00
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/6/2026Boost Price Target$355.26$415.00Outperform
Dell Technologies Inc. stock logo
DELL
Dell Technologies
5/6/2026Boost Price Target$224.93$260.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
5/6/2026Boost Price Target$229.94$255.00Outperform
onsemi stock logo
ON
onsemi
5/5/2026Boost Price Target$102.04$120.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
5/1/2026Set Price Target$1,078.35$1,220.00
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
4/29/2026Boost Price Target$230.65$200.00Underperform
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General Motors Company stock logo
GM
General Motors
4/29/2026Lower Price Target$76.26$100.00Outperform
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
4/24/2026Boost Price Target$9.44$9.00Neutral
Tesla, Inc. stock logo
TSLA
Tesla
4/23/2026Lower Price Target$387.51$480.00Outperform
Qorvo, Inc. stock logo
QRVO
Qorvo
4/20/2026Reiterated Rating$81.90$66.00Underperform
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
4/20/2026Reiterated Rating$58.99$46.00Underperform
Qorvo, Inc. stock logo
QRVO
Qorvo
4/20/2026Downgrade$82.61$66.00Underperform
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
4/16/2026Set Price Target$41.73$48.00Outperform
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/16/2026Set Price Target$223.10$215.00Neutral
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
4/16/2026Reiterated Rating$213.73$188.00Underperform
Broadcom Inc. stock logo
AVGO
Broadcom
4/16/2026Reiterated Rating$402.17$480.00Outperform
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
4/16/2026Downgrade$216.03$188.00Underperform
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
4/16/2026Upgrade$44.24$48.00Outperform
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/16/2026Upgrade$229.82$215.00Neutral
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
4/6/2026Lower Price Target$23.22$25.00Neutral
Dell Technologies Inc. stock logo
DELL
Dell Technologies
4/6/2026Boost Price Target$174.06$215.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
4/6/2026Boost Price Target$149.11$230.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
3/19/2026Boost Price Target$445.53$530.00Outperform
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
3/5/2026Lower Price Target$17.76$43.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
3/3/2026Lower Price Target$114.22$200.00Outperform
Dell Technologies Inc. stock logo
DELL
Dell Technologies
2/27/2026Boost Price Target$137.51$180.00Outperform
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
2/27/2026Lower Price Target$17.94$40.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
2/25/2026Boost Price Target$213.84$280.00Outperform
MKS Inc. stock logo
MKSI
MKS
2/19/2026Set Price Target$248.46$320.00
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
2/17/2026Boost Price Target$425.99$475.00Outperform
Lumentum Holdings Inc. stock logo
LITE
Lumentum
2/17/2026Boost Price Target$562.74$645.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
2/13/2026Boost Price Target$328.46$410.00Outperform
onsemi stock logo
ON
onsemi
2/10/2026Lower Price Target$65.10$70.00Outperform
Synaptics Incorporated stock logo
SYNA
Synaptics
2/6/2026Boost Price Target$87.31$103.00Outperform
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
2/6/2026Boost Price Target$78.04$90.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
2/5/2026Lower Price Target$104.90$160.00Outperform
Qualcomm Incorporated stock logo
QCOM
Qualcomm
2/5/2026Lower Price Target$148.89$140.00Neutral
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
2/4/2026Set Price Target$33.50$33.00
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
2/4/2026Lower Price Target$220.66$255.00Outperform
Lumentum Holdings Inc. stock logo
LITE
Lumentum
2/4/2026Boost Price Target$435.10$525.00Outperform
Western Digital Corporation stock logo
WDC
Western Digital
2/4/2026Boost Price Target$290.24$340.00Outperform
Western Digital Corporation stock logo
WDC
Western Digital
1/30/2026Set Price Target$267.13$325.00
Tesla, Inc. stock logo
TSLA
Tesla
1/29/2026Set Price Target$431.46$540.00Outperform
MKS Inc. stock logo
MKSI
MKS
1/28/2026Set Price Target$231.55$260.00
Lam Research Corporation stock logo
LRCX
Lam Research
1/28/2026Set Price Target$238.14$265.00
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
1/28/2026Boost Price Target$196.63$160.00Underperform
Qorvo, Inc. stock logo
QRVO
Qorvo
1/28/2026Lower Price Target$82.81$70.00Neutral
General Motors Company stock logo
GM
General Motors
1/28/2026Boost Price Target$86.39$105.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
1/27/2026Set Price Target$332.71$370.00Outperform
Western Digital Corporation stock logo
WDC
Western Digital
1/27/2026Boost Price Target$240.85$265.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
1/27/2026Set Price Target$470.80$600.00
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/27/2026Boost Price Target$380.78$400.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
1/27/2026Boost Price Target$408.23$480.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
1/27/2026Upgrade$336.75$370.00Outperform
Qualcomm Incorporated stock logo
QCOM
Qualcomm
1/26/2026Lower Price Target$155.82$160.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
1/26/2026Lower Price Target$58.96$60.00Neutral
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Intel Corporation stock logo
INTC
Intel
1/23/2026Set Price Target$45.63$48.00
MKS Inc. stock logo
MKSI
MKS
1/9/2026Set Price Target$178.98$215.00
Synaptics Incorporated stock logo
SYNA
Synaptics
1/9/2026Set Price Target$82.51$94.00
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
1/9/2026Set Price Target$28.47$28.00
General Motors Company stock logo
GM
General Motors
1/9/2026Set Price Target$81.32$100.00
Qorvo, Inc. stock logo
QRVO
Qorvo
1/9/2026Set Price Target$82.37$85.00
Applied Materials, Inc. stock logo
AMAT
Applied Materials
1/9/2026Set Price Target$281.64$275.00
Western Digital Corporation stock logo
WDC
Western Digital
1/9/2026Set Price Target$186.53$240.00
Sandisk Corporation stock logo
SNDK
Sandisk
1/9/2026Boost Price Target$334.54$410.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
1/9/2026Set Price Target$29.62$31.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
1/9/2026Set Price Target$200.96$220.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
1/9/2026Set Price Target$336.79$480.00Outperform
Lumentum Holdings Inc. stock logo
LITE
Lumentum
1/9/2026Set Price Target$348.26$455.00
NVIDIA Corporation stock logo
NVDA
NVIDIA
1/9/2026Set Price Target$185.16$275.00Outperform
Qualcomm Incorporated stock logo
QCOM
Qualcomm
1/9/2026Set Price Target$181.87$175.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
1/9/2026Boost Price Target$340.56$390.00Outperform
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
1/9/2026Boost Price Target$75.18$83.00Outperform
Qualcomm Incorporated stock logo
QCOM
Qualcomm
1/9/2026Reiterated Rating$177.78$175.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/9/2026Boost Price Target$320.32$370.00Outperform
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
1/9/2026Lower Price Target$58.46$65.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
12/18/2025Boost Price Target$225.52$290.00Outperform
MKS Inc. stock logo
MKSI
MKS
12/17/2025Boost Price Target$156.25$195.00Outperform
Western Digital Corporation stock logo
WDC
Western Digital
12/17/2025Set Price Target$174.57$180.00
Applied Materials, Inc. stock logo
AMAT
Applied Materials
12/17/2025Boost Price Target$258.84$245.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
12/17/2025Boost Price Target$163.26$200.00Outperform
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
12/16/2025Set Price Target$26.49$26.00
General Motors Company stock logo
GM
General Motors
12/16/2025Set Price Target$81.98$90.00
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
12/16/2025Set Price Target$26.72$38.00
Tesla, Inc. stock logo
TSLA
Tesla
12/16/2025Boost Price Target$475.31$530.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
12/12/2025Boost Price Target$368.91$450.00Outperform
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
12/11/2025Initiated Coverage$26.87$46.00Outperform
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
12/11/2025Initiated Coverage$26.12$50.00Outperform
IonQ, Inc. stock logo
IONQ
IonQ
12/11/2025Initiated Coverage$51.89$90.00Outperform
IonQ, Inc. stock logo
IONQ
IonQ
12/11/2025Initiated Coverage$52.41$90.00Outperform
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
12/11/2025Initiated Coverage$27.97$46.00Outperform
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
12/11/2025Initiated Coverage$26.88$50.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
12/4/2025Boost Price Target$225.41$270.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
12/2/2025Boost Price Target$171.13$225.00Outperform
Dell Technologies Inc. stock logo
DELL
Dell Technologies
11/26/2025Boost Price Target$132.04$175.00Outperform
Tesla, Inc. stock logo
TSLA
Tesla
11/25/2025Set Price Target$417.78$475.00Outperform
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
11/25/2025Initiated Coverage$22.13$22.00Neutral
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
11/25/2025Initiated Coverage$22.67$22.00Neutral
Lumentum Holdings Inc. stock logo
LITE
Lumentum
11/25/2025Boost Price Target$287.99$325.00Outperform
NVIDIA Corporation stock logo
NVDA
NVIDIA
11/20/2025Boost Price Target$186.52$245.00Outperform
Lumentum Holdings Inc. stock logo
LITE
Lumentum
11/18/2025Initiated Coverage$242.07$290.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
11/14/2025Lower Price Target$223.23$205.00Neutral
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
11/12/2025Boost Price Target$237.52$285.00Outperform
Qorvo, Inc. stock logo
QRVO
Qorvo
11/11/2025Upgrade$86.88$93.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
11/11/2025Upgrade$69.10$73.00Neutral
MKS Inc. stock logo
MKSI
MKS
11/6/2025Set Price Target$155.25$175.00
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Qualcomm Incorporated stock logo
QCOM
Qualcomm
11/6/2025Boost Price Target$179.72$200.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
11/6/2025Boost Price Target$155.43$190.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
11/5/2025Lower Price Target$47.61$45.00Neutral
Western Digital Corporation stock logo
WDC
Western Digital
10/31/2025Boost Price Target$138.13$180.00Outperform
NVIDIA Corporation stock logo
NVDA
NVIDIA
10/29/2025Set Price Target$208.76$235.00
Sandisk Corporation stock logo
SNDK
Sandisk
10/28/2025Boost Price Target$166.25$215.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
10/28/2025Boost Price Target$221.33$265.00Outperform
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
10/24/2025Lower Price Target$14.09$15.00Neutral
Intel Corporation stock logo
INTC
Intel
10/24/2025Boost Price Target$38.16$41.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
10/23/2025Boost Price Target$141.25$170.00Outperform
Tesla, Inc. stock logo
TSLA
Tesla
10/23/2025Boost Price Target$438.97$485.00Outperform
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
10/22/2025Set Price Target$169.99$145.00
General Motors Company stock logo
GM
General Motors
10/22/2025Set Price Target$66.30$76.00
Broadcom Inc. stock logo
AVGO
Broadcom
10/21/2025Set Price Target$349.24$435.00Outperform
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
10/20/2025Downgrade$176.58$150.00Underperform
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
10/20/2025Reiterated Rating$13.03$10.00Underperform
Western Digital Corporation stock logo
WDC
Western Digital
10/17/2025Boost Price Target$125.92$160.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
10/17/2025Boost Price Target$144.27$180.00Outperform
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
10/17/2025Boost Price Target$226.03$280.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
10/17/2025Boost Price Target$202.53$240.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
10/16/2025Boost Price Target$227.58$215.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
10/16/2025Set Price Target$144.78$162.00Outperform
MKS Inc. stock logo
MKSI
MKS
10/16/2025Boost Price Target$136.42$147.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
10/13/2025Set Price Target$356.70$430.00
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
10/13/2025Boost Price Target$222.51$275.00Outperform
Intel Corporation stock logo
INTC
Intel
10/13/2025Boost Price Target$37.20$39.00Neutral
NVIDIA Corporation stock logo
NVDA
NVIDIA
10/13/2025Boost Price Target$183.16$225.00Outperform
Dell Technologies Inc. stock logo
DELL
Dell Technologies
10/8/2025Boost Price Target$162.05$170.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
9/24/2025Boost Price Target$166.41$195.00Outperform
NIO Inc. stock logo
NIO
NIO
9/23/2025Boost Price Target$6.92$7.00Neutral
Autoliv, Inc. stock logo
ALV
Autoliv
9/23/2025Boost Price Target$125.99$140.00Outperform
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
9/23/2025Boost Price Target$15.24$14.00Neutral
General Motors Company stock logo
GM
General Motors
9/23/2025Boost Price Target$58.94$67.00Outperform
Tesla, Inc. stock logo
TSLA
Tesla
9/23/2025Boost Price Target$434.21$450.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
9/19/2025Boost Price Target$98.87$112.00Outperform
Western Digital Corporation stock logo
WDC
Western Digital
9/19/2025Boost Price Target$105.15$120.00Outperform
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
9/19/2025Boost Price Target$216.64$245.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
9/16/2025Boost Price Target$158.32$182.00Outperform
Lam Research Corporation stock logo
LRCX
Lam Research
9/12/2025Boost Price Target$115.58$130.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
9/12/2025Reiterated Rating$170.15$175.00Neutral
Broadcom Inc. stock logo
AVGO
Broadcom
9/12/2025Boost Price Target$359.57$410.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
9/5/2025Boost Price Target$334.48$355.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
9/4/2025Boost Price Target$135.39$155.00Outperform
NIO Inc. stock logo
NIO
NIO
9/3/2025Boost Price Target$6.12$6.00Neutral
Applied Materials, Inc. stock logo
AMAT
Applied Materials
8/15/2025Lower Price Target$188.24$200.00Outperform
NVIDIA Corporation stock logo
NVDA
NVIDIA
8/14/2025Boost Price Target$181.62$205.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
8/14/2025Boost Price Target$121.13$135.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
8/14/2025Boost Price Target$184.42$205.00Outperform
Lam Research Corporation stock logo
LRCX
Lam Research
8/1/2025Boost Price Target$96.14$120.00Outperform
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
8/1/2025Boost Price Target$31.14$40.00Outperform
Why this tiny stock may move before the SpaceX IPO drops (Ad)

The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.tc pixel

Get the ticker and full briefing before the June roadshow begins
Western Digital Corporation stock logo
WDC
Western Digital
8/1/2025Boost Price Target$76.40$87.00Outperform
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
7/25/2025Lower Price Target$14.46$17.00Neutral
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
7/23/2025Lower Price Target$190.03$200.00Neutral
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
7/16/2025Boost Price Target$155.61$175.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
7/16/2025Boost Price Target$280.94$320.00Outperform
NVIDIA Corporation stock logo
NVDA
NVIDIA
7/15/2025Set Price Target$170.70$192.00Outperform
MKS Inc. stock logo
MKSI
MKS
7/14/2025Boost Price Target$104.34$118.00Outperform
Lam Research Corporation stock logo
LRCX
Lam Research
7/14/2025Boost Price Target$99.83$115.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
7/14/2025Boost Price Target$196.77$220.00Outperform
Tesla, Inc. stock logo
TSLA
Tesla
7/8/2025Lower Price Target$299.40$375.00Outperform
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
7/8/2025Boost Price Target$215.88$205.00Neutral
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
7/8/2025Boost Price Target$19.02$18.00Neutral
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
7/8/2025Boost Price Target$73.75$85.00Outperform
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
7/8/2025Boost Price Target$35.78$37.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
7/3/2025Boost Price Target$48.74$47.00Neutral
Intel Corporation stock logo
INTC
Intel
7/3/2025Boost Price Target$21.88$23.00Neutral
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
7/3/2025Boost Price Target$89.37$98.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
7/3/2025Boost Price Target$269.90$315.00Outperform
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
7/3/2025Boost Price Target$154.63$180.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
7/3/2025Boost Price Target$138.52$152.00Outperform
NVIDIA Corporation stock logo
NVDA
NVIDIA
7/3/2025Boost Price Target$157.25$185.00Outperform
Qorvo, Inc. stock logo
QRVO
Qorvo
7/1/2025Set Price Target$86.50$84.00Neutral
onsemi stock logo
ON
onsemi
6/26/2025Boost Price Target$53.69$72.00Outperform
onsemi stock logo
ON
onsemi
6/18/2025Boost Price Target$53.08$60.00Outperform
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
6/12/2025Boost Price Target$68.60$78.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
6/6/2025Boost Price Target$249.54$310.00Outperform
Micron Technology, Inc. stock logo
MU
Micron Technology
6/5/2025Boost Price Target$108.18$130.00Outperform
NIO Inc. stock logo
NIO
NIO
6/3/2025Lower Price Target$3.58$3.50Neutral
NVIDIA Corporation stock logo
NVDA
NVIDIA
5/29/2025Boost Price Target$140.22$170.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
5/28/2025Boost Price Target$239.09$300.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
5/19/2025Set Price Target$45.24$40.00Neutral
Dell Technologies Inc. stock logo
DELL
Dell Technologies
5/19/2025Boost Price Target$114.80$145.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/19/2025Boost Price Target$114.60$135.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
5/16/2025Lower Price Target$164.66$195.00Outperform
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
5/16/2025Boost Price Target$15.74$13.00Neutral
General Motors Company stock logo
GM
General Motors
5/16/2025Boost Price Target$50.25$58.00Outperform
Autoliv, Inc. stock logo
ALV
Autoliv
5/16/2025Boost Price Target$102.05$112.00Outperform
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
5/7/2025Boost Price Target$12.64$11.00Neutral
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
5/6/2025Set Price Target$32.30$34.00
General Motors Company stock logo
GM
General Motors
5/2/2025Lower Price Target$45.41$53.00Outperform
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
4/30/2025Lower Price Target$36.00$34.00Neutral
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
4/25/2025Lower Price Target$14.64$15.00Neutral
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/24/2025Set Price Target$162.13$170.00
Western Digital Corporation stock logo
WDC
Western Digital
4/10/2025Lower Price Target$36.30$68.00Outperform
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/10/2025Lower Price Target$74.29$95.00Outperform
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
4/10/2025Lower Price Target$11.77$10.00Neutral
NIO Inc. stock logo
NIO
NIO
4/10/2025Lower Price Target$3.31$3.50Neutral
General Motors Company stock logo
GM
General Motors
4/10/2025Lower Price Target$45.73$55.00Outperform
Autoliv, Inc. stock logo
ALV
Autoliv
4/10/2025Lower Price Target$82.96$95.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
4/3/2025Lower Price Target$37.65$82.00Outperform
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
3/24/2025Boost Price Target$27.76$31.00Outperform
Synaptics Incorporated stock logo
SYNA
Synaptics
3/24/2025Lower Price Target$65.28$80.00Outperform
onsemi stock logo
ON
onsemi
3/24/2025Lower Price Target$45.68$62.00Outperform
NIO Inc. stock logo
NIO
NIO
3/24/2025Lower Price Target$4.40$4.20Neutral
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
3/17/2025Lower Price Target$10.75$11.00Neutral
NVIDIA Corporation stock logo
NVDA
NVIDIA
3/14/2025Lower Price Target$115.58$168.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
3/14/2025Lower Price Target$98.11$120.00Outperform
Sandisk Corporation stock logo
SNDK
Sandisk
3/10/2025Initiated Coverage$51.00$60.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
3/7/2025Lower Price Target$185.16$250.00Outperform
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
3/4/2025Boost Price Target$57.95$68.00Outperform
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
2/21/2025Boost Price Target$13.61$13.00Neutral
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
2/20/2025Boost Price Target$245.58$255.00Outperform
Lam Research Corporation stock logo
LRCX
Lam Research
2/20/2025Boost Price Target$89.44$100.00Outperform
onsemi stock logo
ON
onsemi
2/11/2025Lower Price Target$47.04$71.00Outperform
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
2/6/2025Downgrade$87.08$62.00Neutral
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
2/6/2025Boost Price Target$173.26$180.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
2/5/2025Lower Price Target$109.70$140.00Outperform
Autoliv, Inc. stock logo
ALV
Autoliv
2/3/2025Lower Price Target$93.97$112.00Outperform
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
1/24/2025Lower Price Target$186.29$190.00Neutral
Qorvo, Inc. stock logo
QRVO
Qorvo
1/24/2025Boost Price Target$88.74$90.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
1/10/2025Lower Price Target$74.59$90.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
1/10/2025Lower Price Target$115.11$160.00Outperform
Applied Materials, Inc. stock logo
AMAT
Applied Materials
1/10/2025Lower Price Target$171.09$210.00Outperform
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
1/10/2025Boost Price Target$72.81$85.00Outperform
Broadcom Inc. stock logo
AVGO
Broadcom
1/10/2025Boost Price Target$222.87$260.00Outperform
Intel Corporation stock logo
INTC
Intel
1/10/2025Lower Price Target$19.09$21.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/10/2025Lower Price Target$87.43$110.00Outperform
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
1/10/2025Lower Price Target$54.85$72.00Outperform
onsemi stock logo
ON
onsemi
10/18/2024Set Price Target$68.79$85.00
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
10/18/2024Set Price Target$233.00$290.00
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
10/18/2024Set Price Target$198.14$200.00
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
10/18/2024Set Price Target$20.60$26.00
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
10/18/2024Set Price Target$77.08$95.00