How the Street's calls on semiconductors played out
Sell-side price targets on semiconductors names over the last two years, checked over each firm's own horizon: 335 of 760 resolved targets (44%) were reached while they stood, 422 were replaced by the same firm first, and 3 fell short at their deadline.
5 names · 29 firms with 8+ resolved targets here · checked through 2026-10-29. Rebuilt every morning.
Firm by firm on semiconductors
| # | Firm | Targets reached | Replaced early | Short | Resolved | Ratings vs sector | Names |
|---|---|---|---|---|---|---|---|
| 1 | Benchmark | 16 (48%) | 17 | 0 | 33 | 4 of 4 | AMD AVGO INTC NVDA |
| 2 | UBS | 15 (47%) | 17 | 0 | 32 | 3 of 3 | AMD AVGO INTC NVDA |
| 3 | Wedbush | 14 (45%) | 17 | 0 | 31 | 2 of 2 | AMD INTC NVDA |
| 4 | Bank of America | 18 (41%) | 26 | 0 | 44 | 3 of 3 | AMD AVGO INTC NVDA TSM |
| 5 | Citigroup | 14 (39%) | 22 | 0 | 36 | 2 of 2 | AMD AVGO INTC NVDA |
| 6 | Mizuho | 17 (39%) | 27 | 0 | 44 | 3 of 3 | AMD AVGO INTC NVDA |
| 7 | Cantor Fitzgerald | 11 (37%) | 19 | 0 | 30 | 3 of 3 | AMD AVGO INTC NVDA |
| 8 | Truist Securities | 11 (34%) | 21 | 0 | 32 | 3 of 3 | AMD AVGO INTC NVDA |
| 9 | Barclays | 12 (34%) | 23 | 0 | 35 | 4 of 4 | AMD AVGO INTC NVDA TSM |
| 10 | Rosenblatt | 11 (23%) | 36 | 0 | 47 | 3 of 4 | AMD AVGO INTC NVDA |
| 11 | Morgan Stanley | 9 (21%) | 34 | 0 | 43 | 1 of 2 | AMD AVGO INTC NVDA |
| KeyBanc | 7 (27%) | 19 | 0 | 26 | 2 of 2 | AMD AVGO INTC NVDA | |
| Susquehanna | 13 (56%) | 10 | 0 | 23 | 4 of 4 | AMD AVGO INTC NVDA TSM | |
| Evercore ISI Group | 9 (39%) | 14 | 0 | 23 | 3 of 3 | AMD AVGO INTC NVDA | |
| JPMorgan | 11 (50%) | 11 | 0 | 22 | 2 of 3 | AMD AVGO INTC NVDA | |
| Needham | 10 (50%) | 10 | 0 | 20 | 2 of 2 | INTC NVDA TSM | |
| Wells Fargo | 10 (53%) | 9 | 0 | 19 | 2 of 2 | AMD AVGO INTC NVDA | |
| TD Cowen | 12 (67%) | 6 | 0 | 18 | 3 of 3 | AMD AVGO INTC NVDA TSM | |
| Stifel | 10 (56%) | 8 | 0 | 18 | 2 of 2 | AMD INTC NVDA TSM | |
| Piper Sandler | 12 (67%) | 6 | 0 | 18 | 3 of 3 | AMD AVGO INTC NVDA | |
| DA Davidson | 8 (47%) | 9 | 0 | 17 | 0 of 1 | AMD AVGO INTC NVDA TSM | |
| RBC Capital | 5 (31%) | 11 | 0 | 16 | — | AMD AVGO INTC NVDA | |
| Bernstein | 7 (50%) | 7 | 0 | 14 | 0 of 2 | AMD AVGO INTC NVDA TSM | |
| Oppenheimer | 5 (36%) | 9 | 0 | 14 | 2 of 2 | AVGO NVDA | |
| Goldman Sachs | 9 (75%) | 3 | 0 | 12 | 2 of 2 | AMD AVGO INTC NVDA | |
| Baird | 5 (50%) | 5 | 0 | 10 | 3 of 3 | AMD AVGO INTC NVDA | |
| HSBC | 5 (50%) | 5 | 0 | 10 | 1 of 1 | AMD INTC NVDA | |
| Raymond James | 5 (56%) | 4 | 0 | 9 | 2 of 2 | AMD AVGO NVDA | |
| Melius Research | 5 (56%) | 4 | 0 | 9 | 2 of 2 | AMD INTC NVDA |
Numbered firms have 30+ resolved targets in this sector and are ordered by the share reached; the rest are listed by volume, unranked. A record inside one sector is a slice of a slice: none of these counts is a measure of skill, and none carries a letter. How targets and ratings are checked →
The names
Other sectors
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
Get the calls before they're checked
Our take, the S&P 500 Pulse, the Street's calls and today's docket — one email, weekdays, 9 AM ET, 30 minutes before the open.