Ratings by Oppenheimer (Ed Yang)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/24/2026 | Ultra Clean | UCTT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2026 | Ichor Holdings | ICHR | Maintain | Perform (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Ichor Holdings | ICHR | Downgrade | Perform (Outperform) |
30.59 (40.02) |
30.83% | Details | |
| 12/1/2025 | Cadence Designs | CDNS | Upgrade | Perform (Underperform) |
311.84 (296.94) |
-4.78% | Details | |
| 11/12/2025 | Ichor Holdings | ICHR | Upgrade | Outperform (Perform) |
15.21 (30.59) |
101.12% | Details | |
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Ultra Clean | UCTT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Cadence Designs | CDNS | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Entegris Inc | ENTG | New Coverage | Perform (N/A) |
79.48 (112.44) |
41.47% | Details | |
| 8/5/2025 | Ichor Holdings | ICHR | Maintain | Perform (N/A) |
|
Details | ||
| 8/1/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Camtek | CAMT | New Coverage | Outperform (N/A) |
82.04 (147.31) |
79.56% | Details | |
| 6/17/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Ultra Clean | UCTT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Ichor Holdings | ICHR | Maintain | Perform (N/A) |
|
Details | ||
| 3/20/2025 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
77.93 (199.33) |
155.78% | Details | |
| 3/19/2025 | Cadence Designs | CDNS | Maintain | Underperform (N/A) |
|
Details | ||
| 2/25/2025 | Ultra Clean | UCTT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2024 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | KLA Corporation | KLAC | Upgrade | Outperform (Perform) |
696.23 (1344.55) |
93.12% | Details | |
| 10/1/2024 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Ultra Clean | UCTT | New Coverage | Outperform (N/A) |
34.43 (50.56) |
46.85% | Details | |
| 9/25/2024 | KLA Corporation | KLAC | New Coverage | Perform (N/A) |
761.27 (696.23) |
-8.54% | Details | |
| 9/25/2024 | Onto Innovation Inc. | ONTO | New Coverage | Outperform (N/A) |
200.52 (179.72) |
-10.37% | Details | |
| 9/25/2024 | Ichor Holdings | ICHR | New Coverage | Perform (N/A) |
27.15 (15.21) |
-43.98% | Details | |
| 9/25/2024 | Cadence Designs | CDNS | New Coverage | Underperform (N/A) |
274.08 (311.84) |
13.78% | Details |
