Ratings by Piper Sandler (Harsh Kumar)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/26/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Impinj Inc | PI | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2026 | SkyWater Technology, Inc | SKYT | Downgrade | Neutral (Overweight) |
31.32 (28.92) |
-7.66% | Details | |
| 1/26/2026 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2026 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2025 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2025 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Qorvo Inc | QRVO | Downgrade | Neutral (Overweight) |
97.42 (77.64) |
-20.3% | Details | |
| 10/29/2025 | Skyworks Solutions | SWKS | Upgrade | Overweight (Neutral) |
75.84 (54.81) |
-27.73% | Details | |
| 10/23/2025 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2025 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | D-Wave Quantum Inc. | QBTS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2025 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2025 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2025 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2025 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2025 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2025 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2025 | Qorvo Inc | QRVO | Upgrade | Overweight (Neutral) |
90.57 (77.64) |
-14.28% | Details | |
| 1/10/2025 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2024 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2024 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2024 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2024 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2024 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2024 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2024 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Microchip Technology | MCHP | Upgrade | Overweight (Neutral) |
78.10 (64.77) |
-17.07% | Details | |
| 8/12/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2024 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/20/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2024 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2024 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Skyworks Solutions | SWKS | Downgrade | Neutral (Overweight) |
109.11 (75.84) |
-30.49% | Details | |
| 1/4/2024 | Qorvo Inc | QRVO | Downgrade | Neutral (Overweight) |
108.91 (77.64) |
-28.71% | Details | |
| 1/4/2024 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Micron Technology | MU | Upgrade | Overweight (Neutral) |
82.34 (370.30) |
349.72% | Details | |
| 1/4/2024 | MACOM Technology Solutions | MTSI | Downgrade | Neutral (Overweight) |
90.28 (207.51) |
129.85% | Details | |
| 1/4/2024 | Microchip Technology | MCHP | Downgrade | Neutral (Overweight) |
86.56 (78.10) |
-9.77% | Details | |
| 1/4/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Apple | AAPL | Downgrade | Neutral (Overweight) |
185.64 (257.46) |
38.69% | Details | |
| 12/15/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2023 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2023 | D-Wave Quantum Inc. | QBTS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2023 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2023 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Analog Devices | ADI | Downgrade | Neutral (Overweight) |
176.66 (315.81) |
78.77% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2023 | Micron Technology | MU | Upgrade | Neutral (Underweight) |
66.79 (370.30) |
454.42% | Details | |
| 6/6/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2023 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Skyworks Solutions | SWKS | Maintain | (N/A) |
|
Details | ||
| 11/4/2022 | Microchip Technology | MCHP | Maintain | (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | D-Wave Quantum Inc. | QBTS | New Coverage | Overweight (N/A) |
6.18 (18.59) |
200.81% | Details | |
| 9/30/2022 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 9/27/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2022 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2022 | Micron Technology | MU | Maintain | Underweight (Neutral) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2022 | AMD | AMD | Upgrade | Overweight (Neutral) |
95.12 (192.43) |
102.3% | Details | |
| 5/5/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2022 | NXP Semiconductors NV | NXPI | Downgrade | Neutral (Overweight) |
217.42 (201.74) |
-7.21% | Details | |
| 1/20/2022 | AMD | AMD | Downgrade | Neutral (Overweight) |
131.93 (192.43) |
45.86% | Details | |
| 1/14/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Wolfspeed | WOLF | Upgrade | Overweight (Neutral) |
110.63 (16.57) |
-85.02% | Details | |
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | Great Wolf Resorts | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2021 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2021 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2021 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2021 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2021 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | Cree | CREE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2021 | Digi International | DGII | New Coverage | Overweight (N/A) |
17.77 (26.70) |
50.25% | Details | |
| 3/4/2021 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2021 | Qualcomm | QCOM | Upgrade | Overweight (Neutral) |
137.04 (135.69) |
-0.99% | Details | |
| 2/25/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2021 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Knowles Corp | KN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2020 | Cree | CREE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/29/2020 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2020 | Cree | CREE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/18/2020 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2020 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2020 | ON Semiconductor | ON | Upgrade | Overweight (Neutral) |
19.39 (56.87) |
193.3% | Details | |
| 6/15/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | Semtech Corp. | SMTC | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2020 | Cree | CREE | Upgrade | Neutral (Underweight) |
36.87 (79.12) |
114.59% | Details | |
| 3/12/2020 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2020 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
80.56 (135.69) |
68.43% | Details | |
| 3/3/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | AMD | AMD | Upgrade | Overweight (Neutral) |
45.48 (192.43) |
323.11% | Details | |
| 2/18/2020 | Knowles Corp | KN | Upgrade | Overweight (Neutral) |
17.62 (24.83) |
40.92% | Details | |
| 2/5/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2020 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | Cree | CREE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/29/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Berry Petroleum | BRY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2019 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2019 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2019 | Cree | CREE | Downgrade | Underweight (Neutral) |
47.80 (79.12) |
65.52% | Details | |
| 8/20/2019 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2019 | AMD | AMD | New Coverage | Neutral (N/A) |
29.67 (192.43) |
548.57% | Details | |
| 8/7/2019 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2019 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2019 | M/A-COM Technology Solutions | MTSI | Upgrade | Overweight (Neutral) |
15.56 (207.51) |
1233.61% | Details | |
| 7/9/2019 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2019 | Cypress Semi | CY | Downgrade | Neutral (Overweight) |
17.82 (23.82) |
33.67% | Details | |
| 5/30/2019 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2019 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2019 | Cypress Semi | CY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2019 | NVIDIA | NVDA | New Coverage | Overweight (N/A) |
17.75 (177.82) |
901.8% | Details | |
| 3/21/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2018 | NXP Semiconductors NV | NXPI | New Coverage | Overweight (N/A) |
71.31 (201.74) |
182.91% | Details | |
| 11/29/2018 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2018 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2018 | Cypress Semi | CY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | Micron Technology | MU | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/10/2018 | Micron Technology | MU | New Coverage | Neutral (N/A) |
43.07 (370.30) |
759.76% | Details | |
| 9/25/2018 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2018 | Integrated Device Technology | IDTI | Downgrade | Neutral (Overweight) |
42.08 (48.99) |
16.42% | Details | |
| 9/10/2018 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2018 | Integrated Device Technology | IDTI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2018 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2018 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details |
