KGI Securities Stock Recommendations and Price Targets

This is a list of recent ratings by KGI Securities.

DateCompany NameActionCurrent
Price
Price
Target
Rating
3/18/2026
SNDK
Sandisk
Initiated Coverage$772.00 $992.00Outperform
3/10/2026
LOW
Lowe's Companies
Initiated Coverage$229.00 $255.00Neutral
3/6/2026
MRVL
Marvell Technology
Upgrade$90.00 $110.00Neutral ➝ Outperform
3/2/2026
PYPL
PayPal
Reiterated Rating$44.00 $55.00Outperform ➝ Hold
2/13/2026
AMAT
Applied Materials
Upgrade$357.00 $425.00Outperform
1/30/2026
AAPL
Apple
Upgrade$249.00 $306.00Outperform
1/30/2026
DECK
Deckers Outdoor
Upgrade$105.00 $129.00Hold ➝ Outperform
1/15/2026
ASML
ASML
Set Price Target$1,366.00 $1,415.00Hold ➝ Outperform
12/2/2025
CRDO
Credo Technology Group
Upgrade$107.00 $230.00Hold ➝ Outperform
11/19/2025
HD
Home Depot
Downgrade$328.00 $320.00Outperform ➝ Hold
11/10/2025
PYPL
PayPal
Lower Price Target$44.00$85.00 ➝ $80.00
11/5/2025
SMCI
Super Micro Computer
Upgrade$31.00 $60.00Neutral ➝ Outperform
11/3/2025
NFLX
Netflix
Upgrade$92.00 $135.00Neutral ➝ Outperform
10/29/2025
VFC
V.F.
Set Price Target$17.00 $14.50Outperform ➝ Neutral
10/29/2025
VFC
V.F.
Downgrade$17.00Strong-Buy ➝ Hold
10/23/2025
VRT
Vertiv
Upgrade$269.00Hold ➝ Outperform
10/15/2025
JPM
JPMorgan Chase & Co.
Boost Price Target$288.00$300.00 ➝ $315.00Hold ➝ Hold
10/13/2025
AMD
Advanced Micro Devices
Set Price Target$205.00 $260.00Outperform ➝ Outperform
9/24/2025
MU
Micron Technology
Upgrade$444.00Hold ➝ Strong-Buy
8/18/2025
LITE
Lumentum
Initiated Coverage$772.00Outperform
8/18/2025
COHR
Coherent
Initiated Coverage$276.00Outperform
8/4/2025
PM
Philip Morris International
Initiated Coverage$163.00Outperform
7/31/2025
VFC
V.F.
Initiated Coverage$17.00 $14.80Outperform
7/25/2025
FLEX
Flex
Downgrade$66.00Strong-Buy ➝ Hold
7/24/2025
TEL
TE Connectivity
Upgrade$198.00Hold
7/24/2025
BA
Boeing
Upgrade$201.00Hold ➝ Strong-Buy
7/23/2025
MU
Micron Technology
Downgrade$444.00Strong-Buy ➝ Hold
7/23/2025
NXPI
NXP Semiconductors
Upgrade$192.00Strong-Buy
6/26/2025
APH
Amphenol
Initiated Coverage$130.00Hold
6/25/2025
AS
Amer Sports
Set Price Target$33.00 $44.30Outperform
5/29/2025
HPQ
HP
Initiated Coverage$18.00Neutral
5/26/2025
DECK
Deckers Outdoor
Upgrade$105.00Hold
5/23/2025
ADI
Analog Devices
Initiated Coverage$310.00Buy
5/23/2025
ON
ON Semiconductor
Initiated Coverage$59.00Neutral
5/9/2025
XYZ
Block
Upgrade$59.00Hold
5/7/2025
SMCI
Super Micro Computer
Initiated Coverage$31.00Neutral
5/7/2025
ANET
Arista Networks
Downgrade$136.00Neutral
4/24/2025
VRT
Vertiv
Initiated Coverage$269.00Hold
4/24/2025
IBM
International Business Machines
Set Price Target$250.00 $242.00Hold
4/15/2025
ARM
ARM
Initiated Coverage$130.00Neutral
4/13/2025
JPM
JPMorgan Chase & Co.
Initiated Coverage$288.00Hold
3/11/2025
UBER
Uber Technologies
Reiterated Rating$75.00 $78.00Outperform ➝ Neutral
3/7/2025
UAA
Under Armour
Initiated Coverage$6.00 $7.40Neutral
3/5/2025
TGT
Target
Set Price Target$115.00 $132.00
3/5/2025
TGT
Target
Upgrade$115.00Hold
3/3/2025
HD
Home Depot
Upgrade$328.00Strong-Buy
2/21/2025
MU
Micron Technology
Upgrade$444.00Strong-Buy
10/24/2024
TSLA
Tesla
Upgrade$380.00 $276.00Neutral ➝ Outperform
7/25/2024
TSLA
Tesla
Reiterated Rating$380.00 $236.00Outperform ➝ Neutral
1/25/2024
TSLA
Tesla
Reiterated Rating$380.00$309.00 ➝ $213.00Outperform ➝ Neutral
12/4/2023
ADBE
Adobe
Upgrade$246.00 $730.00Neutral ➝ Outperform
8/24/2023
SE
SEA
Downgrade$81.00 $42.00Outperform ➝ Neutral
6/12/2023
TSLA
Tesla
Upgrade$380.00Neutral ➝ Outperform
6/7/2023
PACB
Pacific Biosciences of California
Initiated Coverage$1.00Outperform
5/9/2023
QRVO
Qorvo
Upgrade$78.00Neutral ➝ Outperform
3/29/2023
TSM
Taiwan Semiconductor Manufacturing
Initiated Coverage$338.00Outperform
3/29/2023
LULU
lululemon athletica
Upgrade$166.00Neutral ➝ Outperform