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Rosenblatt doubles Micron target to $1,200 as KeyBanc lifts Marvell to $385; Loop and Oppenheimer reiterate Palantir buy

Several Wall Street firms issued a wave of buy ratings on Thursday, led by Rosenblatt doubling its Micron price target to $1,200 from $600 and KeyBanc raising Marvell to $385 from $260. Loop and Oppenheimer kept buy ratings on Palantir, highlighting the value of its industrial AI platform and positioning as a foundational software layer. Arete and Oppenheimer also initiated coverage of SpaceX with buy/outperform ratings. The moves collectively centered on AI computing infrastructure, memory, and software, according to the analyst notes.
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