Ratings by Morgan Stanley (Shane Brett)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/25/2026 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2026 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Nova Measuring Instruments | NVMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2026 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/15/2026 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/15/2026 | KLA Corporation | KLAC | Upgrade | Overweight (Equalweight) |
1434.50 (1344.55) |
-6.27% | Details | |
| 12/4/2025 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2025 | Nova Measuring Instruments | NVMI | New Coverage | Equalweight (N/A) |
312.84 (411.33) |
31.48% | Details | |
| 12/2/2025 | Camtek | CAMT | New Coverage | Equalweight (N/A) |
105.29 (147.31) |
39.91% | Details | |
| 11/14/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2025 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/22/2025 | Applied Materials | AMAT | Upgrade | Overweight (Equalweight) |
190.10 (324.74) |
70.83% | Details | |
| 9/22/2025 | Lam Research | LRCX | Upgrade | Equalweight (Underweight) |
126.92 (199.33) |
57.05% | Details | |
| 9/22/2025 | KLA Corporation | KLAC | Downgrade | Equalweight (Overweight) |
1044.81 (1434.50) |
37.3% | Details | |
| 9/1/2025 | Lam Research | LRCX | Downgrade | Underweight (Equalweight) |
104.09 (199.33) |
91.5% | Details | |
| 8/1/2025 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Teradyne | TER | Upgrade | Equalweight (Underweight) |
90.55 (273.05) |
201.55% | Details | |
| 7/1/2025 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2025 | KLA Corporation | KLAC | Upgrade | Overweight (Equalweight) |
700.00 (1344.55) |
92.08% | Details |
