Ratings by Stifel (Ruben Roy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | CoreWeave | CRWV | Maintain | Hold (Hold) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2026 | Cadence Designs | CDNS | Maintain | Buy (Buy) |
|
Details | ||
| 2/18/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2026 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | CEVA Inc. | CEVA | New Coverage | Buy (N/A) |
22.54 (19.13) |
-15.13% | Details | |
| 2/5/2026 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | TTM Technologies | TTMI | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | FLEX Ltd | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Skyworks Solutions | SWKS | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2026 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2026 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2026 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2026 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2026 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2026 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 1/8/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2025 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2025 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | CIENA | CIEN | Maintain | Sell (N/A) |
|
Details | ||
| 12/11/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2025 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | D-Wave Quantum Inc. | QBTS | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Skyworks Solutions | SWKS | Maintain | Hold (Hold) |
|
Details | ||
| 11/5/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Qorvo Inc | QRVO | Maintain | Hold (Hold) |
|
Details | ||
| 11/4/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | TTM Technologies | TTMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | TTM Technologies | TTMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2025 | Cadence Designs | CDNS | Maintain | Buy (Buy) |
|
Details | ||
| 10/24/2025 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2025 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2025 | CoreWeave | CRWV | Maintain | Buy (Buy) |
|
Details | ||
| 9/30/2025 | Coherent | COHR | Maintain | Buy (Buy) |
|
Details | ||
| 9/26/2025 | Jabil | JBL | Maintain | Buy (Buy) |
|
Details | ||
| 9/26/2025 | CIENA | CIEN | Maintain | Buy (Buy) |
|
Details | ||
| 9/23/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 9/10/2025 | Synopsys | SNPS | Maintain | Buy (Buy) |
|
Details | ||
| 9/8/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Jabil | JBL | Maintain | Buy (Buy) |
|
Details | ||
| 8/29/2025 | Cadence Designs | CDNS | Maintain | Buy (Buy) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 8/25/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | CoreWeave | CRWV | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2025 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (Buy) |
|
Details | ||
| 8/5/2025 | D-Wave Quantum Inc. | QBTS | New Coverage | Buy (N/A) |
16.38 (18.59) |
13.49% | Details | |
| 7/31/2025 | TTM Technologies | TTMI | Maintain | Buy (Buy) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2025 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 7/25/2025 | Flextronics | FLEX | Maintain | Buy (Buy) |
|
Details | ||
| 7/25/2025 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 7/21/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2025 | CoreWeave | CRWV | Downgrade | Hold (Buy) |
165.20 (72.99) |
-55.82% | Details | |
| 7/2/2025 | Jabil | JBL | New Coverage | Buy (N/A) |
216.14 (241.09) |
11.54% | Details | |
| 6/24/2025 | Plexus | PLXS | Maintain | Hold (Hold) |
|
Details | ||
| 6/16/2025 | TTM Technologies | TTMI | Maintain | Buy (Buy) |
|
Details | ||
| 6/16/2025 | TTM Technologies | TTMI | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2025 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 6/13/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | Lumentum | LITE | Maintain | Buy (Buy) |
|
Details | ||
| 6/5/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | Synopsys | SNPS | Maintain | Buy (Buy) |
|
Details | ||
| 5/29/2025 | Coherent | COHR | Maintain | Buy (Buy) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2025 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | Coherent | COHR | Maintain | Buy (Buy) |
|
Details | ||
| 5/8/2025 | Skyworks Solutions | SWKS | Maintain | Hold (N/A) |
|
Details | ||
| 5/7/2025 | Lumentum | LITE | Maintain | Buy (Buy) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (Buy) |
|
Details | ||
| 4/30/2025 | Qorvo Inc | QRVO | Maintain | Hold (Hold) |
|
Details | ||
| 4/30/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 4/29/2025 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2025 | Celestica | CLS | Maintain | Buy (Buy) |
|
Details | ||
| 4/24/2025 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Buy (N/A) |
39.09 (165.20) |
322.61% | Details | |
| 4/17/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 4/3/2025 | Lumentum | LITE | Maintain | Buy (Buy) |
|
Details | ||
| 4/3/2025 | Coherent | COHR | Maintain | Buy (Buy) |
|
Details | ||
| 4/3/2025 | CIENA | CIEN | Maintain | Buy (Buy) |
|
Details | ||
| 4/1/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 4/1/2025 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 3/20/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 3/12/2025 | CIENA | CIEN | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2025 | Synopsys | SNPS | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | Celestica | CLS | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2025 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (Buy) |
|
Details | ||
| 2/11/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | TTM Technologies | TTMI | New Coverage | Buy (N/A) |
25.75 (87.91) |
241.4% | Details | |
| 2/11/2025 | Flextronics | FLEX | New Coverage | Buy (N/A) |
43.16 (59.91) |
38.81% | Details | |
| 2/7/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Downgrade | Hold (Buy) |
86.37 (54.81) |
-36.54% | Details | |
| 2/5/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2025 | Lumentum | LITE | Maintain | Buy (Buy) |
|
Details | ||
| 2/4/2025 | Celestica | CLS | New Coverage | Buy (N/A) |
123.47 (249.52) |
102.09% | Details | |
| 2/4/2025 | Plexus | PLXS | New Coverage | Hold (N/A) |
141.71 (185.90) |
31.18% | Details | |
| 1/31/2025 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2025 | Qorvo Inc | QRVO | Maintain | Hold (Hold) |
|
Details | ||
| 1/27/2025 | Qorvo Inc | QRVO | Maintain | Buy (Buy) |
|
Details | ||
| 1/15/2025 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2024 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (Buy) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 10/29/2024 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2024 | IPG Photonics | IPGP | Maintain | Buy (Buy) |
|
Details | ||
| 10/25/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2024 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 10/25/2024 | Cadence Designs | CDNS | Maintain | Buy (Buy) |
|
Details | ||
| 10/11/2024 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 10/9/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Lattice Semiconductor | LSCC | Upgrade | Buy (Hold) |
44.79 (85.49) |
90.87% | Details | |
| 9/4/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 8/19/2024 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2024 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2024 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2024 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | Lattice Semiconductor | LSCC | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2024 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2024 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2024 | AMD | AMD | Maintain | Buy (Buy) |
|
Details | ||
| 6/28/2024 | Infinera Corp. | INFN | Downgrade | Hold (Buy) |
5.18 (6.64) |
28.19% | Details | |
| 6/18/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 4/3/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2024 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | Lattice Semiconductor | LSCC | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2024 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Viavi Solutions | VIAV | Upgrade | Buy (Hold) |
8.70 (27.88) |
220.46% | Details | |
| 2/7/2024 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2024 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2024 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2024 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/2/2024 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Lattice Semiconductor | LSCC | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2023 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/15/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2023 | CIENA | CIEN | New Coverage | Buy (N/A) |
45.97 (294.17) |
539.92% | Details | |
| 9/28/2023 | Infinera Corp. | INFN | New Coverage | Buy (N/A) |
3.84 (5.18) |
34.9% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Upgrade | Buy (Hold) |
45.67 (177.82) |
289.36% | Details | |
| 8/17/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | NVIDIA | NVDA | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2023 | Luna Innovations | LUNA | New Coverage | Buy (N/A) |
8.40 (0.89) |
-89.4% | Details | |
| 7/24/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2023 | Cadence Designs | CDNS | Upgrade | Buy (Hold) |
244.09 (296.94) |
21.65% | Details | |
| 6/14/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2023 | NVIDIA | NVDA | Maintain | Hold (N/A) |
|
Details | ||
| 5/11/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2023 | Lattice Semiconductor | LSCC | Maintain | Hold (N/A) |
|
Details | ||
| 4/25/2023 | Cadence Designs | CDNS | Maintain | Hold (N/A) |
|
Details | ||
| 4/25/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Qorvo Inc | QRVO | New Coverage | Hold (N/A) |
97.25 (77.64) |
-20.16% | Details | |
| 4/6/2023 | Skyworks Solutions | SWKS | New Coverage | Buy (N/A) |
114.05 (86.37) |
-24.27% | Details | |
| 2/23/2023 | NVIDIA | NVDA | Maintain | Hold (N/A) |
|
Details | ||
| 2/21/2023 | NVIDIA | NVDA | Maintain | Hold (N/A) |
|
Details | ||
| 2/15/2023 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Lattice Semiconductor | LSCC | Maintain | Hold (N/A) |
|
Details | ||
| 2/10/2023 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | Coherent | COHR | New Coverage | Buy (N/A) |
36.67 (235.72) |
542.81% | Details | |
| 12/2/2022 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | Viavi Solutions | VIAV | New Coverage | Hold (N/A) |
11.33 (27.88) |
146.07% | Details | |
| 11/17/2022 | NVIDIA | NVDA | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2022 | Nlight | LASR | New Coverage | Buy (N/A) |
10.58 (43.94) |
315.31% | Details | |
| 11/4/2022 | Nlight | LASR | New Coverage | Buy (N/A) |
10.58 (58.64) |
454.25% | Details | |
| 11/2/2022 | IPG Photonics | IPGP | New Coverage | Buy (N/A) |
85.48 (120.70) |
41.2% | Details | |
| 11/2/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 9/8/2022 | Synopsys | SNPS | New Coverage | Buy (N/A) |
326.83 (437.41) |
33.83% | Details | |
| 9/8/2022 | Cadence Designs | CDNS | New Coverage | Hold (N/A) |
167.82 (244.09) |
45.45% | Details | |
| 9/8/2022 | AMD | AMD | New Coverage | Buy (N/A) |
78.72 (192.43) |
144.45% | Details | |
| 9/8/2022 | Intel | INTC | New Coverage | Hold (N/A) |
30.36 (43.42) |
43.02% | Details | |
| 9/8/2022 | Lattice Semiconductor | LSCC | New Coverage | Hold (N/A) |
51.30 (44.79) |
-12.69% | Details | |
| 9/8/2022 | NVIDIA | NVDA | New Coverage | Hold (N/A) |
13.47 (177.82) |
1220.12% | Details |
