Ratings by TD Cowen (Joshua Buchalter)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Marvell | MRVL | Maintain | Hold (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | Marvell | MRVL | Maintain | Hold (N/A) |
|
Details | ||
| 2/24/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Microchip Technology | MCHP | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | Monolithic Power Systems | MPWR | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | (N/A) |
|
Details | ||
| 2/4/2026 | NXP Semiconductors NV | NXPI | Maintain | (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/16/2026 | Texas Instruments | TXN | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | STMicroelectronics | STM | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | ON Semiconductor | ON | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | NXP Semiconductors NV | NXPI | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Microchip Technology | MCHP | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Mobileye N.V | MBLY | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Allegro MicroSystems | ALGM | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Analog Devices | ADI | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Qualcomm | QCOM | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Lattice Semiconductor | LSCC | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Intel | INTC | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Arteris, Inc | AIP | Maintain | (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | Semtech Corp. | SMTC | Maintain | (N/A) |
|
Details | ||
| 11/12/2025 | Marvell | MRVL | Maintain | (N/A) |
|
Details | ||
| 11/12/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | (N/A) |
|
Details | ||
| 11/12/2025 | Broadcom Limited | AVGO | Maintain | (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | Microchip Technology | MCHP | Maintain | (N/A) |
|
Details | ||
| 11/5/2025 | Arteris, Inc | AIP | Maintain | (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | (N/A) |
|
Details | ||
| 11/4/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | STMicroelectronics | STM | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2025 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2025 | Astera Labs | ALAB | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2025 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | STMicroelectronics | STM | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2025 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2025 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2025 | Texas Instruments | TXN | Upgrade | Buy (Hold) |
216.39 (193.23) |
-10.7% | Details | |
| 6/25/2025 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 6/18/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2025 | STMicroelectronics | STM | Maintain | Hold (N/A) |
|
Details | ||
| 6/13/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Wolfspeed | WOLF | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | STMicroelectronics | STM | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2025 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2025 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | STMicroelectronics | STM | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2025 | STMicroelectronics | STM | Downgrade | Hold (Buy) |
25.28 (31.36) |
24.05% | Details | |
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2024 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2024 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2024 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 8/16/2024 | LeddarTech Holdings | LDTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2024 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2024 | Vishay Intertechnology | VSH | Maintain | Hold (N/A) |
|
Details | ||
| 8/7/2024 | Luminar Technologies | LAZR | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2024 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2024 | Vishay Intertechnology | VSH | Maintain | Hold (N/A) |
|
Details | ||
| 6/13/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2024 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 2/2/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 1/5/2024 | LeddarTech Holdings | LDTC | New Coverage | Hold (N/A) |
2.75 (0.15) |
-94.55% | Details | |
| 11/22/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2023 | Arbe Robotics Ltd. | ARBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2023 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Mobileye N.V | MBLY | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2022 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2022 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2022 | Mobileye N.V | MBLY | New Coverage | Buy (N/A) |
29.01 (8.01) |
-72.39% | Details | |
| 11/15/2022 | Arbe Robotics Ltd. | ARBE | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Luminar Technologies | LAZR | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | Texas Instruments | TXN | New Coverage | Hold (N/A) |
156.79 (216.39) |
38.01% | Details | |
| 10/11/2022 | Analog Devices | ADI | New Coverage | Buy (N/A) |
140.90 (315.81) |
124.14% | Details | |
| 8/9/2022 | Luminar Technologies | LAZR | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2022 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
23.73 (31.93) |
34.56% | Details | |
| 3/2/2022 | Arbe Robotics Ltd. | ARBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2021 | Luminar Technologies | LAZR | New Coverage | Buy (N/A) |
14.67 (0.19) |
-98.7% | Details | |
| 10/19/2021 | Arbe Robotics Ltd. | ARBE | New Coverage | Buy (N/A) |
8.22 (0.78) |
-90.51% | Details |
