Ratings by DA Davidson (Thomas Diffely)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/10/2026 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2025 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (Buy) |
|
Details | ||
| 11/5/2025 | Axcelis Technologies | ACLS | Maintain | Buy (Buy) |
|
Details | ||
| 11/5/2025 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2025 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | Photronics | PLAB | Maintain | Buy (Buy) |
|
Details | ||
| 8/6/2025 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Amkor Technology | AMKR | Maintain | Buy (Buy) |
|
Details | ||
| 5/28/2025 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Ichor Holdings | ICHR | Maintain | Buy (Buy) |
|
Details | ||
| 4/29/2025 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Amkor Technology | AMKR | Maintain | Buy (Buy) |
|
Details | ||
| 1/16/2025 | PDF Solutions Inc. | PDFS | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2024 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Ichor Holdings | ICHR | New Coverage | Buy (N/A) |
27.58 (40.02) |
45.11% | Details | |
| 7/15/2024 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2024 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2024 | PDF Solutions Inc. | PDFS | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2024 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | PDF Solutions Inc. | PDFS | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2023 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2023 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | PDF Solutions Inc. | PDFS | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | PDF Solutions Inc. | PDFS | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | PDF Solutions Inc. | PDFS | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Axcelis Technologies | ACLS | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | IPG Photonics | IPGP | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Lam Research | LRCX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2022 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2022 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | NeoPhotonics | NPTN | Downgrade | Neutral (Buy) |
11.52 (16.01) |
38.98% | Details | |
| 10/7/2021 | Teradyne | TER | Upgrade | Buy (Neutral) |
109.48 (273.05) |
149.41% | Details | |
| 7/29/2021 | FormFactor | FORM | Downgrade | Neutral (Buy) |
34.79 (85.01) |
144.35% | Details | |
| 6/25/2021 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2021 | New Beginnings Acquisition Corp. | NBA | New Coverage | Buy (N/A) |
10.10 (9.75) |
-3.47% | Details | |
| 6/4/2021 | FormFactor | FORM | Upgrade | Buy (Hold) |
33.31 (85.01) |
155.21% | Details | |
| 4/20/2021 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2021 | NeoPhotonics | NPTN | Upgrade | Buy (Neutral) |
8.40 (16.01) |
90.6% | Details | |
| 1/26/2021 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
108.12 (324.74) |
200.35% | Details | |
| 1/26/2021 | FormFactor | FORM | Downgrade | Neutral (Buy) |
48.52 (85.01) |
75.21% | Details | |
| 8/6/2020 | Advanced Energy Industries | AEIS | Upgrade | Buy (Hold) |
77.47 (290.78) |
275.35% | Details | |
| 8/5/2020 | Axcelis Technologies | ACLS | Upgrade | Buy (Neutral) |
30.44 (82.24) |
170.17% | Details | |
| 6/23/2020 | Ichor Holdings | ICHR | Upgrade | Buy (Hold) |
23.55 (27.58) |
17.11% | Details | |
| 6/18/2020 | MKS Instruments | MKSI | Upgrade | Buy (Neutral) |
109.75 (210.00) |
91.34% | Details | |
| 6/9/2020 | Onto Innovation Inc. | ONTO | Upgrade | Buy (Hold) |
34.47 (179.72) |
421.38% | Details | |
| 6/1/2020 | FormFactor | FORM | Upgrade | Buy (Neutral) |
25.17 (85.01) |
237.74% | Details | |
| 4/2/2020 | Ichor Holdings | ICHR | Downgrade | Neutral (Buy) |
17.56 (40.02) |
127.9% | Details | |
| 4/2/2020 | Lam Research | LRCX | Downgrade | Neutral (Buy) |
223.33 (199.33) |
-10.75% | Details | |
| 4/2/2020 | Onto Innovation Inc. | ONTO | Downgrade | Neutral (Buy) |
28.66 (179.72) |
527.08% | Details | |
| 4/2/2020 | Axcelis Technologies | ACLS | Downgrade | Neutral (Buy) |
17.50 (82.24) |
369.94% | Details | |
| 4/2/2020 | Advanced Energy Industries | AEIS | Downgrade | Neutral (Buy) |
44.15 (290.78) |
558.62% | Details | |
| 4/2/2020 | FormFactor | FORM | Downgrade | Neutral (Buy) |
18.96 (25.17) |
32.75% | Details | |
| 4/2/2020 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
43.30 (324.74) |
649.98% | Details | |
| 4/2/2020 | MKS Instruments | MKSI | Downgrade | Neutral (Buy) |
77.16 (210.00) |
172.16% | Details | |
| 4/2/2020 | Axcelis Technologies | ACLS | Downgrade | Neutral (Buy) |
17.50 (30.44) |
73.94% | Details | |
| 2/13/2020 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAt | Upgrade | Buy (Neutral) |
65.37 (324.74) |
396.77% | Details | |
| 1/30/2020 | Lam Research | LRCX | Upgrade | Buy (Neutral) |
298.22 (199.33) |
-33.16% | Details | |
| 12/13/2019 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2019 | Axcelis Technologies | ACLS | New Coverage | Buy (N/A) |
22.30 (82.24) |
268.79% | Details | |
| 11/21/2019 | Kulicke and Soffa Industries | KLIC | Upgrade | Buy (Neutral) |
22.95 (61.47) |
167.84% | Details | |
| 11/1/2019 | NeoPhotonics | NPTN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | Ichor Holdings | ICHR | Upgrade | Buy (Neutral) |
26.09 (17.56) |
-32.69% | Details | |
| 9/26/2019 | Advanced Energy Industries | AEIS | Upgrade | Buy (Neutral) |
58.97 (290.78) |
393.1% | Details | |
| 7/23/2019 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2019 | Lam Research | LRCX | Downgrade | Neutral (Buy) |
184.86 (298.22) |
61.32% | Details | |
| 7/8/2019 | Kulicke and Soffa Industries | KLIC | Downgrade | Neutral (Buy) |
22.50 (22.95) |
2% | Details | |
| 7/8/2019 | Ichor Holdings | ICHR | Downgrade | Neutral (Buy) |
24.39 (26.09) |
6.97% | Details | |
| 7/8/2019 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
43.98 (65.37) |
48.64% | Details | |
| 7/8/2019 | Advanced Energy Industries | AEIS | Downgrade | Neutral (Buy) |
55.35 (58.97) |
6.54% | Details | |
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2019 | Photronics | PLAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2019 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2019 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2019 | Ichor Holdings | ICHR | Maintain | Buy (Buy) |
|
Details | ||
| 5/1/2019 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2019 | IPG Photonics | IPGP | Maintain | Buy (Buy) |
|
Details | ||
| 5/1/2019 | Nanometrics | NANo | Upgrade | Buy (Neutral) |
30.53 (35.33) |
15.72% | Details | |
| 4/25/2019 | Teradyne | TER | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/25/2019 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2019 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2019 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2019 | Rudolph Technologies | RTEC | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2019 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2019 | Ichor Holdings | ICHR | New Coverage | Buy (N/A) |
20.43 (24.39) |
19.38% | Details | |
| 10/31/2018 | Electro Scientific Industries | ESIO | Downgrade | Neutral (Buy) |
28.53 (29.99) |
5.12% | Details | |
| 9/24/2018 | Cohu | COHU | New Coverage | Buy (N/A) |
21.38 (27.66) |
29.37% | Details | |
| 8/16/2018 | Nanometrics | NANO | Downgrade | Neutral (Buy) |
45.22 (30.53) |
-32.49% | Details |
