KGI Securities Stock Recommendations and Price Targets

This is a list of recent ratings by KGI Securities.

DateCompany NameActionCurrent
Price
Price
Target
Rating
12/2/2025
CRDO
Credo Technology Group
Upgrade$181.00 $230.00Hold ➝ Outperform
11/19/2025
HD
Home Depot
Downgrade$351.00 $320.00Outperform ➝ Hold
11/10/2025
PYPL
PayPal
Lower Price Target$62.00$85.00 ➝ $80.00
11/5/2025
SMCI
Super Micro Computer
Upgrade$34.00 $60.00Neutral ➝ Outperform
11/3/2025
NFLX
Netflix
Upgrade$103.00 $135.00Neutral ➝ Outperform
10/29/2025
VFC
V.F.
Set Price Target$19.00 $14.50Outperform ➝ Neutral
10/29/2025
VFC
V.F.
Downgrade$19.00Strong-Buy ➝ Hold
10/23/2025
VRT
Vertiv
Upgrade$183.00Hold ➝ Outperform
10/15/2025
JPM
JPMorgan Chase & Co.
Boost Price Target$316.00$300.00 ➝ $315.00Hold ➝ Hold
10/13/2025
AMD
Advanced Micro Devices
Set Price Target$216.00 $260.00Outperform ➝ Outperform
9/24/2025
MU
Micron Technology
Upgrade$227.00Hold ➝ Strong-Buy
8/18/2025
LITE
Lumentum
Initiated Coverage$328.00Outperform
8/18/2025
COHR
Coherent
Initiated Coverage$177.00Outperform
8/4/2025
PM
Philip Morris International
Initiated Coverage$148.00Outperform
7/31/2025
VFC
V.F.
Initiated Coverage$19.00 $14.80Outperform
7/25/2025
FLEX
Flex
Downgrade$61.00Strong-Buy ➝ Hold
7/24/2025
BA
Boeing
Upgrade$202.00Hold ➝ Strong-Buy
7/24/2025
TEL
TE Connectivity
Upgrade$233.00Hold
7/23/2025
NXPI
NXP Semiconductors
Upgrade$226.00Strong-Buy
7/23/2025
MU
Micron Technology
Downgrade$227.00Strong-Buy ➝ Hold
6/26/2025
APH
Amphenol
Initiated Coverage$139.00Hold
6/25/2025
AS
Amer Sports
Set Price Target$36.00 $44.30Outperform
5/29/2025
HPQ
HP
Initiated Coverage$26.00Neutral
5/26/2025
DECK
Deckers Outdoor
Upgrade$96.00Hold
5/23/2025
ADI
Analog Devices
Initiated Coverage$277.00Buy
5/23/2025
ON
ON Semiconductor
Initiated Coverage$55.00Neutral
5/9/2025
XYZ
Block
Upgrade$62.00Hold
5/7/2025
SMCI
Super Micro Computer
Initiated Coverage$34.00Neutral
5/7/2025
ANET
Arista Networks
Downgrade$128.00Neutral
4/24/2025
VRT
Vertiv
Initiated Coverage$183.00Hold
4/24/2025
IBM
International Business Machines
Set Price Target$308.00 $242.00Hold
4/15/2025
ARM
ARM
Initiated Coverage$140.00Neutral
4/13/2025
JPM
JPMorgan Chase & Co.
Initiated Coverage$316.00Hold
3/11/2025
UBER
Uber Technologies
Reiterated Rating$91.00 $78.00Outperform ➝ Neutral
3/7/2025
UAA
Under Armour
Initiated Coverage$5.00 $7.40Neutral
3/5/2025
TGT
Target
Set Price Target$92.00 $132.00
3/5/2025
TGT
Target
Upgrade$92.00Hold
3/3/2025
HD
Home Depot
Upgrade$351.00Strong-Buy
2/21/2025
MU
Micron Technology
Upgrade$227.00Strong-Buy
10/24/2024
TSLA
Tesla
Upgrade$455.00 $276.00Neutral ➝ Outperform
7/25/2024
TSLA
Tesla
Reiterated Rating$455.00 $236.00Outperform ➝ Neutral
1/25/2024
TSLA
Tesla
Reiterated Rating$455.00$309.00 ➝ $213.00Outperform ➝ Neutral
12/4/2023
ADBE
Adobe
Upgrade$329.00 $730.00Neutral ➝ Outperform
8/24/2023
SE
SEA
Downgrade$135.00 $42.00Outperform ➝ Neutral
6/12/2023
TSLA
Tesla
Upgrade$455.00Neutral ➝ Outperform
6/7/2023
PACB
Pacific Biosciences of California
Initiated Coverage$3.00Outperform
5/9/2023
QRVO
Qorvo
Upgrade$89.00Neutral ➝ Outperform
3/29/2023
LULU
lululemon athletica
Upgrade$184.00Neutral ➝ Outperform
3/29/2023
TSM
Taiwan Semiconductor Manufacturing
Initiated Coverage$293.00Outperform
3/14/2023
DELL
Dell Technologies
Upgrade$139.00Neutral ➝ Outperform
3/8/2023
ZS
Zscaler
Downgrade$242.00Outperform ➝ Neutral
3/2/2023
TSLA
Tesla
Downgrade$455.00 $196.00Outperform ➝ Neutral
3/1/2023
LRCX
Lam Research
Upgrade$157.00Neutral ➝ Outperform
3/1/2023
KLAC
KLA
Downgrade$1,208.00Outperform ➝ Neutral
3/1/2023
AMAT
Applied Materials
Upgrade$269.00Neutral ➝ Outperform
2/24/2023
BABA
Alibaba Group
Upgrade$157.00Neutral ➝ Outperform
2/22/2023
CMCSA
Comcast
Downgrade$27.00Outperform ➝ Neutral
1/10/2023
NKE
NIKE
Upgrade$66.00Neutral ➝ Outperform
12/9/2022
PDD
PDD
Upgrade$117.00Neutral ➝ Outperform