Ratings by Evercore ISI (Mark Lipacis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/30/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Quantinuum Inc | QNT | New Coverage | Outperform (N/A) |
75.57 (51.58) |
-31.75% | Details | |
| 6/26/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2026 | Credo Tech | CRDO | New Coverage | Outperform (N/A) |
271.83 (175.89) |
-35.29% | Details | |
| 6/5/2026 | FormFactor | FORM | Upgrade | Outperform (In Line) |
126.02 (118.38) |
-6.06% | Details | |
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Impinj Inc | PI | Maintain | In Line (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | FormFactor | FORM | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Upgrade | Outperform (In Line) |
66.78 (108.60) |
62.62% | Details | |
| 4/23/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Impinj Inc | PI | Downgrade | In Line (Outperform) |
153.83 (181.23) |
17.81% | Details | |
| 2/5/2026 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | FormFactor | FORM | Maintain | In Line (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | In Line (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | D-Wave Quantum Inc. | QBTS | New Coverage | Outperform (N/A) |
22.50 (17.11) |
-23.96% | Details | |
| 12/3/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2025 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | FormFactor | FORM | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2025 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Intel | INTC | Maintain | In Line (N/A) |
|
Details | ||
| 12/2/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2024 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Impinj Inc | PI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2024 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Impinj Inc | PI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | In Line (N/A) |
|
Details | ||
| 4/25/2024 | Impinj Inc | PI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2024 | Texas Instruments | TXN | New Coverage | Outperform (N/A) |
166.33 (266.64) |
60.31% | Details | |
| 4/16/2024 | Qualcomm | QCOM | New Coverage | In Line (N/A) |
171.29 (177.72) |
3.75% | Details | |
| 4/16/2024 | Impinj Inc | PI | New Coverage | Outperform (N/A) |
119.98 (181.23) |
51.05% | Details | |
| 4/16/2024 | ON Semiconductor | ON | New Coverage | Outperform (N/A) |
66.64 (69.98) |
5.01% | Details | |
| 4/16/2024 | NXP Semiconductors NV | NXPI | New Coverage | Outperform (N/A) |
233.61 (227.99) |
-2.41% | Details | |
| 4/16/2024 | MACOM Technology Solutions | MTSI | New Coverage | Outperform (N/A) |
98.40 (275.86) |
180.35% | Details | |
| 4/16/2024 | Marvell | MRVL | New Coverage | Outperform (N/A) |
70.16 (244.25) |
248.13% | Details | |
| 4/16/2024 | Microchip Technology | MCHP | New Coverage | Outperform (N/A) |
85.64 (73.27) |
-14.44% | Details | |
| 4/16/2024 | Intel | INTC | New Coverage | In Line (N/A) |
35.69 (66.78) |
87.11% | Details | |
| 4/16/2024 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
49.38 (47.82) |
-3.16% | Details | |
| 4/16/2024 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
126.33 (275.61) |
118.17% | Details | |
| 4/16/2024 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
1344.07 (357.61) |
-73.39% | Details | |
| 4/16/2024 | AMD | AMD | New Coverage | Outperform (N/A) |
163.28 (559.82) |
242.86% | Details | |
| 4/16/2024 | Allegro MicroSystems | ALGM | New Coverage | Outperform (N/A) |
26.84 (34.10) |
27.05% | Details | |
| 4/16/2024 | Analog Devices | ADI | New Coverage | Outperform (N/A) |
192.27 (375.72) |
95.41% | Details | |
| 4/16/2024 | AMD | AMD | New Coverage | Outperform (N/A) |
163.28 (559.82) |
242.86% | Details | |
| 4/16/2024 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
957.04 (288.11) |
-69.9% | Details | |
| 4/16/2024 | Teradyne | TER | New Coverage | Outperform (N/A) |
105.87 (371.47) |
250.87% | Details | |
| 4/16/2024 | Onto Innovation Inc. | ONTO | New Coverage | Outperform (N/A) |
184.12 (263.43) |
43.08% | Details | |
| 4/16/2024 | Nova Measuring Instruments | NVMI | New Coverage | Outperform (N/A) |
170.48 (356.11) |
108.89% | Details | |
| 4/16/2024 | KLA Corporation | KLAC | New Coverage | Outperform (N/A) |
680.78 (176.99) |
-74% | Details | |
| 4/16/2024 | Camtek | CAMT | New Coverage | Outperform (N/A) |
78.53 (149.12) |
89.89% | Details | |
| 4/16/2024 | FormFactor | FORM | New Coverage | In Line (N/A) |
44.61 (126.02) |
182.49% | Details | |
| 4/16/2024 | ASML Inc. | ASML | New Coverage | Outperform (N/A) |
961.84 (1679.92) |
74.66% | Details | |
| 4/16/2024 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
207.86 (444.57) |
113.88% | Details | |
| 4/16/2024 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
88.19 (222.27) |
152.04% | Details | |
| 4/16/2024 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
72.73 (303.25) |
316.95% | Details |
