Ratings by Barclays (Tom O'Malley)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | Qorvo Inc | QRVO | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/3/2026 | Lumentum | LITE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/3/2026 | Coherent | COHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2026 | Camtek | CAMT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Analog Devices | ADI | Upgrade | Overweight (Equalweight) |
337.00 (315.81) |
-6.29% | Details | |
| 2/12/2026 | ON Semiconductor | ON | New Coverage | Equalweight (N/A) |
71.18 (56.87) |
-20.1% | Details | |
| 2/12/2026 | Microchip Technology | MCHP | New Coverage | Equalweight (N/A) |
80.75 (64.77) |
-19.79% | Details | |
| 2/5/2026 | SiTime Corp. | SITM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2026 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2026 | Lumentum | LITE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/5/2026 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2026 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | SanDisk | SNDK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Lumentum | LITE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Camtek | CAMT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Astera Labs | ALAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2025 | Camtek | CAMT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2025 | SanDisk | SNDK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | SiTime Corp. | SITM | Maintain | Underweight (N/A) |
|
Details | ||
| 11/6/2025 | Lumentum | LITE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2025 | Marvell | MRVL | Downgrade | Equalweight (Overweight) |
88.23 (89.57) |
1.52% | Details | |
| 10/20/2025 | Lumentum | LITE | Downgrade | Equalweight (Overweight) |
163.23 (558.44) |
242.12% | Details | |
| 10/20/2025 | KLA Corporation | KLAC | Upgrade | Overweight (Equalweight) |
1098.80 (1344.55) |
22.37% | Details | |
| 10/20/2025 | Astera Labs | ALAB | Downgrade | Equalweight (Overweight) |
163.55 (119.20) |
-27.12% | Details | |
| 10/14/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/11/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | SiTime Corp. | SITM | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | Skyworks Solutions | SWKS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/6/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/17/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2025 | SiTime Corp. | SITM | Maintain | Underweight (N/A) |
|
Details | ||
| 6/9/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/16/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | Skyworks Solutions | SWKS | Maintain | Underweight (N/A) |
|
Details | ||
| 5/7/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2025 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Camtek | CAMT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | SiTime Corp. | SITM | Maintain | Underweight (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Skyworks Solutions | SWKS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/17/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | SiTime Corp. | SITM | Maintain | Underweight (N/A) |
|
Details | ||
| 1/17/2025 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Lumentum | LITE | Upgrade | Overweight (Underweight) |
88.40 (558.44) |
531.72% | Details | |
| 1/17/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Camtek | CAMT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2025 | Penguin Solutions | PENG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | Lumentum | LITE | Maintain | Underweight (N/A) |
|
Details | ||
| 11/5/2024 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/17/2024 | Penguin Solutions | PENG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2024 | SiTime Corp. | SITM | Downgrade | Underweight (Equalweight) |
144.75 (350.63) |
142.23% | Details | |
| 8/15/2024 | Lumentum | LITE | Maintain | Underweight (N/A) |
|
Details | ||
| 8/14/2024 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2024 | SMART Global Holdings | SGH | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | KLA Corporation | KLAC | Upgrade | Equalweight (Underweight) |
754.15 (1344.55) |
78.29% | Details | |
| 6/5/2024 | Applied Materials | AMAT | Upgrade | Equalweight (Underweight) |
214.21 (304.87) |
42.32% | Details | |
| 5/13/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2024 | Lumentum | LITE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Overweight (N/A) |
75.59 (119.20) |
57.69% | Details | |
| 3/20/2024 | Broadcom Limited | AVGO | New Coverage | Overweight (N/A) |
1237.24 (330.48) |
-73.29% | Details | |
| 3/18/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Lumentum | LITE | Maintain | Underweight (N/A) |
|
Details | ||
| 2/7/2024 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Lumentum | LITE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/16/2024 | Coherent | COHR | Upgrade | Overweight (Equalweight) |
42.59 (235.72) |
453.46% | Details | |
| 12/21/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Lumentum | LITE | Maintain | Underweight (N/A) |
|
Details | ||
| 9/14/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2023 | Coherent | COHR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/5/2023 | Coherent | COHR | Upgrade | Equalweight (Underweight) |
42.59 (235.72) |
453.46% | Details | |
| 7/5/2023 | Lumentum | LITE | Downgrade | Underweight (Equalweight) |
56.73 (558.44) |
884.38% | Details | |
| 6/29/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2023 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2023 | Coherent | COHR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/10/2023 | Lumentum | LITE | Downgrade | Equalweight (Overweight) |
47.89 (558.44) |
1066.09% | Details | |
| 4/6/2023 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Coherent | COHR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2023 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Coherent | COHR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/10/2022 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | II-VI, Inc. | IIVI | Maintain | Underweight (N/A) |
|
Details | ||
| 6/30/2022 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2022 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | II-VI, Inc. | IIVI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/5/2022 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2021 | II-VI, Inc. | IIVI | Downgrade | Underweight (Equalweight) |
59.36 (41.95) |
-29.33% | Details | |
| 9/29/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2021 | Lumentum | LITE | New Coverage | Overweight (N/A) |
70.05 (558.44) |
697.2% | Details | |
| 5/18/2021 | Coherent | COHR | New Coverage | Equalweight (N/A) |
258.47 (235.72) |
-8.8% | Details | |
| 5/18/2021 | II-VI, Inc. | IIVI | Downgrade | Equalweight (Overweight) |
63.67 (41.95) |
-34.11% | Details | |
| 4/7/2021 | SMART Global Holdings | SGH | New Coverage | Overweight (N/A) |
49.48 (20.85) |
-57.86% | Details | |
| 2/9/2021 | Inphi Corp. | IPHI | Downgrade | Equalweight (Overweight) |
165.50 (172.27) |
4.09% | Details |
