Ratings by Seaport Global Securities (Jay Goldberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/22/2026 | SiTime Corp. | SITM | New Coverage | Neutral (N/A) |
638.32 (643.24) |
0.77% | Details | |
| 9/22/2026 | Semtech Corp. | SMTC | New Coverage | Buy (N/A) |
177.37 (174.50) |
-1.62% | Details | |
| 9/22/2026 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
71.72 (73.15) |
1.99% | Details | |
| 9/22/2026 | Marvell | MRVL | New Coverage | Buy (N/A) |
257.38 (258.95) |
0.61% | Details | |
| 8/20/2026 | Analog Devices | ADI | Upgrade | Buy (Neutral) |
373.26 (382.61) |
2.5% | Details | |
| 8/5/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2026 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2026 | Resideo Technologies | REZI | New Coverage | Buy (N/A) |
31.10 (18.30) |
-41.16% | Details | |
| 5/22/2026 | Texas Instruments | TXN | Upgrade | Buy (Neutral) |
298.39 (270.65) |
-9.3% | Details | |
| 5/6/2026 | AMD | AMD | Upgrade | Buy (Neutral) |
355.26 (629.26) |
77.13% | Details | |
| 5/4/2026 | Applied Materials | AMAT | New Coverage | Buy (N/A) |
389.08 (474.25) |
21.89% | Details | |
| 5/4/2026 | Lam Research | LRCX | New Coverage | Buy (N/A) |
256.72 (307.16) |
19.65% | Details | |
| 5/4/2026 | ACM Research, Inc. | ACMR | New Coverage | Buy (N/A) |
52.15 (76.18) |
46.08% | Details | |
| 4/8/2026 | Broadcom Limited | AVGO | Downgrade | Neutral (Buy) |
333.97 (350.36) |
4.91% | Details | |
| 3/16/2026 | Qualcomm | QCOM | Downgrade | Sell (Neutral) |
129.82 (194.26) |
49.64% | Details | |
| 1/20/2026 | Intel | INTC | Upgrade | Buy (Neutral) |
46.96 (127.39) |
171.27% | Details | |
| 12/1/2025 | NVIDIA | NVDA | Maintain | Sell (N/A) |
|
Details | ||
| 9/25/2025 | Intel | INTC | Upgrade | Neutral (Sell) |
29.34 (46.96) |
60.05% | Details | |
| 9/15/2025 | Nebius Group | NBIS | New Coverage | Neutral (N/A) |
90.41 (243.48) |
169.31% | Details | |
| 9/15/2025 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
111.96 (90.13) |
-19.5% | Details | |
| 9/4/2025 | AMD | AMD | Downgrade | Neutral (Buy) |
162.13 (355.26) |
119.12% | Details | |
| 8/11/2025 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
138.50 (306.34) |
121.18% | Details | |
| 7/21/2025 | Analog Devices | ADI | Upgrade | Neutral (Sell) |
241.85 (373.26) |
54.34% | Details | |
| 7/21/2025 | Texas Instruments | TXN | Upgrade | Neutral (Sell) |
216.62 (298.39) |
37.75% | Details | |
| 5/9/2025 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
145.10 (129.82) |
-10.53% | Details | |
| 4/30/2025 | Analog Devices | ADI | New Coverage | Sell (N/A) |
192.67 (382.61) |
98.58% | Details | |
| 4/30/2025 | Texas Instruments | TXN | New Coverage | Sell (N/A) |
160.77 (270.65) |
68.35% | Details | |
| 4/30/2025 | AMD | AMD | New Coverage | Buy (N/A) |
96.06 (162.13) |
68.78% | Details | |
| 4/30/2025 | Intel | INTC | New Coverage | Sell (N/A) |
20.34 (29.34) |
44.25% | Details | |
| 4/30/2025 | Broadcom Limited | AVGO | New Coverage | Buy (N/A) |
191.17 (350.36) |
83.27% | Details | |
| 4/30/2025 | NVIDIA | NVDA | New Coverage | Sell (N/A) |
109.02 (224.58) |
106% | Details |
