Ratings by Goldman Sachs (James Schneider)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/9/2026 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2026 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2026 | Intel | INTC | New Coverage | Neutral (N/A) |
131.65 (103.12) |
-21.67% | Details | |
| 6/25/2026 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 6/3/2026 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2026 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2026 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Globant S.A. | GLOB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | EPAM Systems | EPAM | Downgrade | Neutral (Buy) |
106.97 (86.38) |
-19.25% | Details | |
| 5/7/2026 | SiTime Corp. | SITM | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Sell (N/A) |
|
Details | ||
| 5/7/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Upgrade | Buy (Neutral) |
341.54 (534.39) |
56.46% | Details | |
| 5/1/2026 | Entegris Inc | ENTG | Maintain | Sell (N/A) |
|
Details | ||
| 4/30/2026 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2026 | Amkor Technology | AMKR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 4/16/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2026 | Broadcom Limited | AVGO | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 4/13/2026 | Globant S.A. | GLOB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2026 | Arm Holdings | ARM | Maintain | Sell (N/A) |
|
Details | ||
| 3/30/2026 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
127.11 (183.98) |
44.74% | Details | |
| 3/19/2026 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | Quintiles | Q | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | Globant S.A. | GLOB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2026 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2026 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2026 | MKS Instruments | MKSI | Maintain | Sell (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2026 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
127.91 (236.88) |
85.19% | Details | |
| 2/13/2026 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | GlobalFoundries Inc. | GFS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Entegris Inc | ENTG | Maintain | Sell (N/A) |
|
Details | ||
| 2/11/2026 | Amkor Technology | AMKR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2026 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2026 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2025 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2025 | Arm Holdings | ARM | Downgrade | Sell (Neutral) |
130.89 (298.99) |
128.43% | Details | |
| 12/15/2025 | Texas Instruments | TXN | Downgrade | Sell (Buy) |
179.42 (298.57) |
66.41% | Details | |
| 12/15/2025 | Entegris Inc | ENTG | Downgrade | Sell (Neutral) |
92.55 (136.27) |
47.24% | Details | |
| 12/15/2025 | Camtek | CAMT | New Coverage | Neutral (N/A) |
111.95 (136.78) |
22.18% | Details | |
| 12/15/2025 | SiTime Corp. | SITM | New Coverage | Buy (N/A) |
362.05 (602.55) |
66.43% | Details | |
| 12/10/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2025 | Qnity Electronics | Q | New Coverage | Buy (N/A) |
0.00 (140.98) |
0% | Details | |
| 10/23/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2025 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/6/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2025 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/23/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2025 | Globant S.A. | GLOB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | Verizon Communications | VZ | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2025 | Amkor Technology | AMKR | New Coverage | Neutral (N/A) |
22.10 (66.06) |
198.91% | Details | |
| 7/10/2025 | GlobalFoundries Inc. | GFS | New Coverage | Neutral (N/A) |
41.66 (63.94) |
53.48% | Details | |
| 7/10/2025 | Western Digital Corp. | WDC | New Coverage | Neutral (N/A) |
64.02 (555.55) |
767.78% | Details | |
| 7/10/2025 | Micron Technology | MU | New Coverage | Neutral (Neutral) |
124.42 (937.00) |
653.09% | Details | |
| 7/10/2025 | Entegris Inc | ENTG | New Coverage | Neutral (Neutral) |
87.02 (92.55) |
6.35% | Details | |
| 7/10/2025 | KLA Corporation | KLAC | New Coverage | Neutral (N/A) |
919.22 (222.25) |
-75.82% | Details | |
| 7/10/2025 | MKS Instruments | MKSI | New Coverage | Sell (N/A) |
104.53 (352.03) |
236.77% | Details | |
| 7/10/2025 | SanDisk | SNDK | New Coverage | Buy (N/A) |
46.17 (1673.97) |
3525.67% | Details | |
| 7/10/2025 | Teradyne | TER | New Coverage | Sell (N/A) |
92.22 (341.11) |
269.89% | Details | |
| 7/10/2025 | Seagate Technology | STX | New Coverage | Buy (N/A) |
144.47 (860.66) |
495.74% | Details | |
| 7/10/2025 | Applied Materials | AMAT | New Coverage | Buy (N/A) |
194.99 (575.39) |
195.09% | Details | |
| 7/10/2025 | Lam Research | LRCX | New Coverage | Buy (N/A) |
99.83 (329.92) |
230.48% | Details | |
| 7/10/2025 | Qorvo Inc | QRVO | New Coverage | Neutral (N/A) |
88.03 (84.35) |
-4.18% | Details | |
| 7/10/2025 | ON Semiconductor | ON | New Coverage | Neutral (N/A) |
57.62 (90.37) |
56.84% | Details | |
| 7/10/2025 | Skyworks Solutions | SWKS | New Coverage | Sell (N/A) |
77.94 (58.24) |
-25.28% | Details | |
| 7/10/2025 | Analog Devices | ADI | New Coverage | Buy (N/A) |
245.15 (386.01) |
57.46% | Details | |
| 7/10/2025 | NXP Semiconductors NV | NXPI | New Coverage | Buy (N/A) |
232.34 (278.39) |
19.82% | Details | |
| 7/10/2025 | Microchip Technology | MCHP | New Coverage | Buy (N/A) |
74.56 (84.23) |
12.97% | Details | |
| 7/10/2025 | Texas Instruments | TXN | New Coverage | Buy (N/A) |
216.63 (179.42) |
-17.18% | Details | |
| 7/10/2025 | Marvell | MRVL | New Coverage | Neutral (N/A) |
71.95 (217.53) |
202.33% | Details | |
| 7/10/2025 | Arm Holdings | ARM | New Coverage | Neutral (Neutral) |
147.79 (130.89) |
-11.44% | Details | |
| 7/10/2025 | AMD | AMD | New Coverage | Neutral (N/A) |
137.82 (341.54) |
147.82% | Details | |
| 7/10/2025 | Synopsys | SNPS | New Coverage | Buy (N/A) |
551.51 (433.82) |
-21.34% | Details | |
| 7/10/2025 | Cadence Designs | CDNS | New Coverage | Buy (N/A) |
323.28 (377.92) |
16.9% | Details | |
| 7/10/2025 | Broadcom Limited | AVGO | New Coverage | Buy (N/A) |
271.80 (384.05) |
41.3% | Details | |
| 7/10/2025 | NVIDIA | NVDA | New Coverage | Buy (N/A) |
160.00 (203.53) |
27.21% | Details | |
| 6/26/2025 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Globant S.A. | GLOB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2025 | Globant S.A. | GLOB | Downgrade | Neutral (Buy) |
132.84 (32.12) |
-75.82% | Details | |
| 3/25/2025 | AT&T | T | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Accenture plc | ACN | Upgrade | Buy (Neutral) |
360.03 (138.52) |
-61.53% | Details | |
| 12/6/2024 | EPAM Systems | EPAM | Upgrade | Buy (Neutral) |
241.91 (106.97) |
-55.78% | Details | |
| 12/5/2024 | AT&T | T | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Lumen | LUMN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2024 | T-Mobile US, | TMUS | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | IBM | IBM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 10/23/2024 | AT&T | T | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2024 | Lumen | LUMN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2024 | Cogent Communications | CCOI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2024 | Lumen | LUMN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2024 | Cogent Communications | CCOI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2024 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2024 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | IBM | IBM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/9/2024 | Cogent Communications | CCOI | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2024 | Verizon Communications | VZ | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | Cogent Communications | CCOI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Lumen | LUMN | Upgrade | Neutral (Sell) |
2.59 (6.45) |
149.03% | Details | |
| 8/5/2024 | Frontier Communications | FYBR | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2024 | Cogent Communications | CCOI | New Coverage | Neutral (N/A) |
56.44 (12.93) |
-77.09% | Details | |
| 7/1/2024 | Lumen | LUMN | New Coverage | Sell (N/A) |
1.10 (2.59) |
135.45% | Details | |
| 7/1/2024 | Altice-USA | ATUS | New Coverage | Sell (N/A) |
2.04 (1.79) |
-12.25% | Details | |
| 7/1/2024 | Charter Communications | CHTR | New Coverage | Sell (N/A) |
298.96 (131.37) |
-56.06% | Details | |
| 7/1/2024 | Frontier Communications | FYBR | New Coverage | Buy (N/A) |
26.18 (38.49) |
47.02% | Details | |
| 7/1/2024 | American Tower | AMT | New Coverage | Buy (N/A) |
194.38 (169.50) |
-12.8% | Details | |
| 7/1/2024 | Equinix | EQIX | New Coverage | Buy (N/A) |
756.60 (1039.53) |
37.39% | Details | |
| 7/1/2024 | T-Mobile US, | TMUS | New Coverage | Buy (N/A) |
176.18 (188.41) |
6.94% | Details | |
| 7/1/2024 | Digital Realty Trust | DLR | New Coverage | Buy (N/A) |
152.05 (177.92) |
17.01% | Details | |
| 7/1/2024 | AT&T | T | New Coverage | Buy (N/A) |
19.11 (21.55) |
12.77% | Details | |
| 7/1/2024 | Verizon Communications | VZ | New Coverage | Buy (N/A) |
41.24 (42.68) |
3.49% | Details | |
| 6/24/2024 | EPAM Systems | EPAM | New Coverage | Neutral (N/A) |
181.80 (86.38) |
-52.49% | Details | |
| 6/24/2024 | Cognizant Technology Solutions | CTSH | New Coverage | Neutral (N/A) |
68.14 (44.16) |
-35.19% | Details | |
| 6/24/2024 | Accenture plc | ACN | New Coverage | Neutral (N/A) |
306.16 (138.52) |
-54.76% | Details | |
| 6/24/2024 | TaskUs, Inc | TASK | New Coverage | Sell (N/A) |
13.27 (5.62) |
-57.65% | Details | |
| 6/24/2024 | Thoughtworks Holding | TWKS | New Coverage | Sell (N/A) |
2.81 (4.47) |
59.07% | Details | |
| 6/24/2024 | Globant S.A. | GLOB | New Coverage | Buy (N/A) |
168.25 (132.84) |
-21.05% | Details | |
| 6/24/2024 | IBM | IBM | New Coverage | Buy (N/A) |
173.92 (290.23) |
66.88% | Details | |
| 9/24/2019 | Global Payments | GPN | New Coverage | Buy (N/A) |
161.62 (76.85) |
-52.45% | Details | |
| 8/7/2019 | GreenSky LLC | GSKY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2019 | Verra Mobility | VRRM | New Coverage | Neutral (N/A) |
13.81 (4.52) |
-67.27% | Details | |
| 7/25/2019 | Fidelity National Information Services | FIS | New Coverage | Buy (N/A) |
131.06 (41.93) |
-68.01% | Details | |
| 6/19/2019 | Sabre Corporation | SABR | Downgrade | Sell (Neutral) |
22.43 (1.76) |
-92.15% | Details | |
| 6/5/2019 | WEX Inc. | WEX | Upgrade | Buy (Neutral) |
185.96 (160.07) |
-13.92% | Details | |
| 6/5/2019 | FleetCor Technologies | FLT | Upgrade | Buy (Neutral) |
250.27 (303.26) |
21.17% | Details | |
| 6/3/2019 | Black Knight Inc. | BKI | Upgrade | Buy (Neutral) |
56.75 (75.76) |
33.5% | Details | |
| 5/3/2019 | Cognizant Technology Solutions | CTSH | Downgrade | Neutral (Buy) |
72.18 (44.16) |
-38.82% | Details | |
| 5/2/2019 | Visa | V | New Coverage | Buy (N/A) |
162.79 (357.75) |
119.76% | Details | |
| 4/22/2019 | DXC Technology | DXC | Downgrade | Buy (Conviction Buy) |
64.58 (9.71) |
-84.96% | Details | |
| 4/17/2019 | Total System Services | TSS | Upgrade | Buy (Neutral) |
99.62 (133.27) |
33.78% | Details | |
| 1/17/2019 | First Data Corporation | FDC | Downgrade | Neutral (Buy) |
17.54 (31.69) |
80.67% | Details | |
| 1/8/2019 | Global Payments | GPN | Upgrade | Buy (Neutral) |
102.75 (161.62) |
57.29% | Details | |
| 12/11/2018 | WEX Inc. | WEX | Downgrade | Neutral (Buy) |
153.48 (185.96) |
21.16% | Details | |
| 12/11/2018 | FleetCor Technologies | FLT | Downgrade | Neutral (Buy) |
186.93 (250.27) |
33.88% | Details | |
| 12/11/2018 | Fidelity National Information Services | FIS | Upgrade | Buy (Neutral) |
104.62 (131.06) |
25.27% | Details | |
| 12/11/2018 | Fiserv | FISV | Upgrade | Buy (Neutral) |
74.74 (51.18) |
-31.52% | Details | |
| 11/26/2018 | Cognizant Technology Solutions | CTSH | Upgrade | Buy (Neutral) |
68.67 (72.18) |
5.11% | Details | |
| 11/8/2018 | Square | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2018 | GreenSky LLC | GSKY | Downgrade | Neutral (Buy) |
14.66 (10.20) |
-30.42% | Details | |
| 10/10/2018 | IBM | IBM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | Square | SQ | Maintain | Buy (Buy) |
|
Details | ||
| 9/17/2018 | MasterCard | MA | Upgrade | Conviction Buy (Buy) |
217.22 (537.70) |
147.54% | Details | |
| 9/17/2018 | Visa | V | Downgrade | Buy (Conviction Buy) |
147.63 (162.79) |
10.27% | Details |
