Ratings by Jefferies (Blayne Curtis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/24/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 12/15/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | KLA Corporation | KLAC | Upgrade | Buy (Hold) |
1246.18 (1344.55) |
7.89% | Details | |
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Upgrade | Buy (Hold) |
164.67 (192.43) |
16.86% | Details | |
| 9/23/2025 | Onto Innovation Inc. | ONTO | Upgrade | Buy (Hold) |
122.67 (179.72) |
46.51% | Details | |
| 8/29/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2025 | SanDisk | SNDK | New Coverage | Buy (N/A) |
46.21 (527.33) |
1041.16% | Details | |
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2025 | Onto Innovation Inc. | ONTO | Downgrade | Hold (Buy) |
99.40 (122.67) |
23.41% | Details | |
| 5/7/2025 | AMD | AMD | Maintain | Hold (N/A) |
|
Details | ||
| 4/2/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2025 | KLA Corporation | KLAC | Downgrade | Hold (Buy) |
705.54 (1246.18) |
76.63% | Details | |
| 3/28/2025 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
150.68 (324.74) |
115.52% | Details | |
| 3/27/2025 | AMD | AMD | Downgrade | Hold (Buy) |
114.81 (192.43) |
67.61% | Details | |
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2025 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | Navitas Semiconductor | NVTS | Maintain | Hold (N/A) |
|
Details | ||
| 2/21/2025 | Lumentum | LITE | New Coverage | Buy (N/A) |
77.29 (558.44) |
622.53% | Details | |
| 2/21/2025 | Coherent | COHR | New Coverage | Buy (N/A) |
86.38 (235.72) |
172.89% | Details | |
| 2/21/2025 | Harmonic Inc. | HLIT | New Coverage | Hold (N/A) |
10.61 (9.38) |
-11.59% | Details | |
| 2/19/2025 | Arteris, Inc | AIP | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | InterDigital Inc. | IDCC | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2025 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | Silvaco Group Inc | SVCO | New Coverage | Buy (N/A) |
17.98 (3.23) |
-82.04% | Details | |
| 5/22/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | Arteris, Inc | AIP | New Coverage | Hold (N/A) |
8.27 (14.52) |
75.57% | Details | |
| 5/13/2024 | Navitas Semiconductor | NVTS | New Coverage | Hold (N/A) |
4.10 (8.21) |
100.24% | Details | |
| 5/13/2024 | InterDigital Inc. | IDCC | New Coverage | Hold (N/A) |
106.52 (357.06) |
235.2% | Details | |
| 5/13/2024 | Impinj Inc | PI | New Coverage | Buy (N/A) |
160.27 (94.29) |
-41.17% | Details | |
| 5/13/2024 | Camtek | CAMT | New Coverage | Buy (N/A) |
90.46 (147.31) |
62.85% | Details | |
| 5/13/2024 | Nova Measuring Instruments | NVMI | New Coverage | Buy (N/A) |
193.50 (411.33) |
112.57% | Details | |
| 5/13/2024 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
26.76 (31.93) |
19.32% | Details | |
| 5/13/2024 | Rambus Inc. | RMBS | New Coverage | Buy (N/A) |
56.70 (88.12) |
55.41% | Details | |
| 5/13/2024 | Lattice Semiconductor | LSCC | New Coverage | Buy (N/A) |
69.55 (85.49) |
22.92% | Details | |
| 5/13/2024 | AMD | AMD | New Coverage | Buy (N/A) |
151.92 (114.81) |
-24.43% | Details | |
| 5/13/2024 | Intel | INTC | New Coverage | Hold (N/A) |
29.85 (43.42) |
45.46% | Details | |
| 5/13/2024 | Lam Research | LRCX | New Coverage | Buy (N/A) |
915.42 (199.33) |
-78.23% | Details | |
| 5/13/2024 | Analog Devices | ADI | New Coverage | Buy (N/A) |
207.19 (315.81) |
52.43% | Details | |
| 5/13/2024 | KLA Corporation | KLAC | New Coverage | Buy (N/A) |
718.27 (705.54) |
-1.77% | Details | |
| 5/13/2024 | NXP Semiconductors NV | NXPI | New Coverage | Buy (N/A) |
261.73 (201.74) |
-22.92% | Details | |
| 5/13/2024 | Microchip Technology | MCHP | New Coverage | Buy (N/A) |
91.50 (64.77) |
-29.21% | Details | |
| 5/13/2024 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
70.46 (56.87) |
-19.29% | Details | |
| 5/13/2024 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
51.09 (46.88) |
-8.24% | Details | |
| 5/13/2024 | MACOM Technology Solutions | MTSI | New Coverage | Buy (N/A) |
101.39 (207.51) |
104.67% | Details | |
| 5/13/2024 | Onto Innovation Inc. | ONTO | New Coverage | Buy (N/A) |
208.42 (99.40) |
-52.31% | Details | |
| 5/13/2024 | Marvell | MRVL | New Coverage | Buy (Buy) |
67.68 (89.57) |
32.34% | Details | |
| 5/13/2024 | Texas Instruments | TXN | New Coverage | Hold (Buy) |
185.32 (193.23) |
4.27% | Details | |
| 5/13/2024 | Applied Materials | AMAT | New Coverage | Hold (Buy) |
206.33 (150.68) |
-26.97% | Details | |
| 5/13/2024 | Broadcom Limited | AVGO | New Coverage | Buy (Buy) |
1305.67 (330.48) |
-74.69% | Details | |
| 5/13/2024 | NVIDIA | NVDA | New Coverage | Buy (Buy) |
88.75 (177.82) |
100.36% | Details | |
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Buy (N/A) |
75.59 (119.20) |
57.69% | Details |
