Ratings by RBC Capital (Srini Pajjuri)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/25/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/7/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2026 | Allegro MicroSystems | ALGM | New Coverage | Outperform (N/A) |
36.35 (32.48) |
-10.65% | Details | |
| 10/2/2026 | Onto Innovation Inc. | ONTO | New Coverage | Outperform (N/A) |
307.82 (205.23) |
-33.33% | Details | |
| 10/1/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/1/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/3/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/27/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2026 | SK Hynix | SKHY | New Coverage | Outperform (N/A) |
143.73 (143.25) |
-0.33% | Details | |
| 7/30/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/30/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/29/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/16/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/25/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/15/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/15/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/2/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/19/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | (N/A) |
|
Details | ||
| 2/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Silicon Labs | SLAB | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/2/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/15/2026 | SanDisk | SNDK | New Coverage | Sector Perform (N/A) |
389.81 (1264.96) |
224.51% | Details | |
| 1/15/2026 | Silicon Labs | SLAB | New Coverage | Sector Perform (N/A) |
146.45 (221.64) |
51.34% | Details | |
| 1/15/2026 | Broadcom Limited | AVGO | New Coverage | Sector Perform (N/A) |
354.61 (330.90) |
-6.69% | Details | |
| 1/15/2026 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
185.81 (216.56) |
16.55% | Details | |
| 1/15/2026 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
304.87 (391.26) |
28.34% | Details | |
| 1/15/2026 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
107.84 (225.17) |
108.8% | Details | |
| 1/15/2026 | Marvell | MRVL | New Coverage | Outperform (N/A) |
83.05 (236.35) |
184.59% | Details | |
| 1/15/2026 | ASML Inc. | ASML | New Coverage | Outperform (N/A) |
1270.16 (1596.00) |
25.65% | Details | |
| 1/15/2026 | Intel | INTC | New Coverage | Sector Perform (N/A) |
47.29 (91.66) |
93.83% | Details | |
| 1/15/2026 | AMD | AMD | New Coverage | Sector Perform (N/A) |
220.97 (532.68) |
141.06% | Details | |
| 1/15/2026 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
214.38 (239.80) |
11.86% | Details | |
| 1/14/2026 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
180.56 (262.48) |
45.37% | Details | |
| 1/14/2026 | Lattice Semiconductor | LSCC | New Coverage | Outperform (N/A) |
86.30 (99.17) |
14.91% | Details | |
| 1/14/2026 | Micron Technology | MU | New Coverage | Outperform (N/A) |
338.13 (912.64) |
169.91% | Details | |
| 1/14/2026 | Qualcomm | QCOM | New Coverage | Sector Perform (N/A) |
165.29 (179.61) |
8.66% | Details | |
| 1/14/2026 | KLA Corporation | KLAC | New Coverage | Sector Perform (N/A) |
1441.82 (150.17) |
-89.58% | Details | |
| 1/14/2026 | Skyworks Solutions | SWKS | New Coverage | Sector Perform (N/A) |
58.50 (83.66) |
43.01% | Details |
