Selected Stock Price Target News of the Day — May 21, 2026

Today’s stock price target news centers on three companies that reported quarterly results on May 20, 2026. NVIDIA, Analog Devices, and Target each drew fresh analyst coverage this morning. AnaChart tracks how accurate each of these analysts has been over time. The data below pairs every target change with a verified hit ratio. NVIDIA collected the heaviest attention, with five firms revising their numbers.

May 20 delivered a dense cluster of corporate earnings reports. NVIDIA, Analog Devices, and Target each posted results after the closing bell. Every one of the three cleared its revenue estimate. By the next morning, Wall Street had issued eleven fresh target changes. Analysts tend to move within hours of a major print. AnaChart records each change against the analyst’s documented track record.

NVIDIA Anchors Today’s Stock Price Target News

NVIDIA (NVDA) reported its first-quarter fiscal 2027 results on May 20, 2026. Revenue reached $81.6 billion, a gain of 85% from a year earlier. Data Center revenue alone reached $75.2 billion, up 92% year over year. GAAP earnings came to $2.39 per diluted share. The company guided second-quarter revenue to roughly $91 billion. That outlook stood above every prior quarterly revenue figure. NVIDIA also added an $80 billion share repurchase authorization. Its board raised the quarterly dividend from $0.01 to $0.25 per share.

The Data Center segment drove almost the entire quarter. NVIDIA pointed to the ongoing ramp of its Blackwell 300 systems. Demand for InfiniBand, Spectrum-X Ethernet, and NVLink products added further volume. The segment now accounts for more than 90% of total company revenue. Gross margin held near 75% on both a GAAP and adjusted basis. The dividend increase marked a sharp change from the prior token payout.

Five firms moved their NVIDIA price targets within hours of the report. Keybanc analyst John Vinh kept his Overweight rating and raised his target from $300 to $310. Vinh carries an 83.05% price target hit ratio across 904 ratings on AnaChart. Benchmark analyst Cody Acree maintained a Buy rating and moved his target from $250 to $335. Acree’s track record shows an 88.63% hit ratio over 553 documented price targets. B of A Securities analyst Vivek Arya held his Buy rating and raised his target to $350 from $320. Arya has logged 1,318 price targets and holds an 87.67% hit ratio.

Baird analyst Tristan Gerra was the most aggressive, lifting his target from $300 to $500. Gerra cited Vera Rubin adoption opening a $200 billion new market. He holds a 77.06% hit ratio across 696 ratings on AnaChart. Needham analyst Quinn Bolton maintained a Buy rating and raised his target from $240 to $270. Bolton’s 1,485 documented targets carry an 82.38% hit ratio. The five new targets span a wide range, from $270 to $500. Gerra’s $500 figure sits roughly 43% above the next-highest target. The gap reflects sharply different views on NVIDIA’s growth runway.

Analog Devices Targets Rise After a Record Quarter

Analog Devices (ADI) reported record fiscal second-quarter 2026 results on May 20, 2026. Revenue reached $3.62 billion and topped the $3.51 billion consensus estimate. That figure marked a 37% increase from the same quarter a year earlier. Adjusted earnings reached $3.09 per share, ahead of the $2.90 estimate. Gross margin came in near 73% for the period. The company tied the growth to broad industrial demand and AI infrastructure spending. Its board declared a quarterly dividend of $1.10 per share.

Analog Devices framed the quarter as a broad industrial recovery. Test equipment and aerospace and defense sub-markets posted the fastest growth. The communications end market also gained from AI data center demand. Management called the revenue figure a company record. Analog Devices serves automotive, industrial, and communications customers worldwide. The 37% growth rate reflected a sharp turn from recent cyclical weakness.

Three analysts who revised NVIDIA also raised their Analog Devices targets this morning. Vivek Arya kept his Buy rating and raised his Analog Devices target from $425 to $460. His 87.67% hit ratio rests on 1,318 documented price targets. Tristan Gerra maintained an Outperform rating and moved his target from $365 to $450. Gerra’s 77.06% hit ratio covers 696 ratings, most in technology. Quinn Bolton held his Buy rating and lifted his target from $400 to $440. Bolton has documented 1,485 price targets at an 82.38% hit ratio. The three new Analog Devices targets range from $440 to $460. All three analysts rate the stock at Buy or Outperform. None of the three changed a rating after the report. Each move reflected a higher revenue base rather than a fresh thesis.

Target Splits Analysts After a Strong Quarter

Target (TGT) reported its first-quarter 2026 results on May 20, 2026. Revenue reached $25.44 billion, a 6.7% gain over the prior year. That total beat the $24.66 billion figure analysts had modeled. Comparable sales rose 5.6% for the quarter. Comparable store sales rose 4.7%, and digital comparable sales rose 8.9%. Comparable traffic increased 4.4% from a year earlier. Adjusted earnings reached $1.71 per share, a 32% gain over last year. That result topped the $1.47 estimate by a wide margin. Target raised its full-year net sales growth outlook to about 4%.

The quarter showed strength across both stores and digital channels. Same-day delivery through Target Circle 360 grew more than 27%. Non-merchandise sales, including Roundel ad revenue, rose nearly 25%. The raised outlook added two percentage points to the prior sales forecast. The company also cited growth in its Target Circle 360 membership base. Target now expects full-year net sales to grow about 4% over 2025.

Three firms revised their price targets on Target despite the earnings beat. Baird analyst Peter Benedict kept a Neutral rating and raised his target from $125 to $135. Benedict holds a 77.61% hit ratio across 976 documented price targets. Mizuho analyst David Bellinger lifted his target from $120 to $122. Bellinger carries a 64.3% hit ratio over 277 ratings on AnaChart. Freedom Broker analyst Georgy Vashchenko moved in the other direction. He downgraded Target from Buy to Hold and cut his target from $145 to $130. The split leaves Target’s price targets clustered between $122 and $135.

Benedict and Bellinger both stopped short of a bullish rating. Each kept a neutral stance even as the targets moved higher. Vashchenko’s downgrade made Target the only featured name to lose a bull. The three analysts cover consumer stocks rather than technology. Their accuracy records reflect a different sector than the chip names above.

A hit ratio measures how often an analyst’s price targets are reached. AnaChart calculates the figure from years of closed forecasts. A higher ratio signals a more reliable forecasting record over time. Cody Acree’s 88.63% mark ranks among the strongest in chip coverage. Vivek Arya’s 87.67% ratio rests on an unusually large sample of 1,318 calls. David Bellinger’s 64.3% ratio sits well below the semiconductor analysts featured today. The contrast shows why a target change means more from some analysts than others.

Today’s stock price target news shows analysts reacting fast to fresh earnings data. Three reports on May 20 produced eleven separate target changes by the next morning. AnaChart links each of those analysts to a verifiable accuracy record. Readers can study any analyst, broker, or ticker page for the full history. Institutional teams that need this data in bulk can pull the analyst price target dataset, which spans 661,383 price targets and 759,654 ratings from 7,191 analysts, 3,754 active and 3,437 retired, across 9,686 tickers and 424 brokers from 2008 through 2026, delivered through Snowflake and BigQuery.