Ratings by BofA Securities (Vivek Arya)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Marvell | MRVL | Upgrade | Buy (Neutral) |
75.68 (89.57) |
18.35% | Details | |
| 3/5/2026 | Ambiq Micro Inc | AMBQ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | Arm Holdings | ARM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2026 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2026 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Microchip Technology | MCHP | Upgrade | Buy (Neutral) |
75.16 (64.77) |
-13.82% | Details | |
| 1/28/2026 | Texas Instruments | TXN | Upgrade | Neutral (Underperform) |
196.63 (193.23) |
-1.73% | Details | |
| 1/23/2026 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/13/2026 | Arm Holdings | ARM | Downgrade | Neutral (Buy) |
111.79 (114.38) |
2.32% | Details | |
| 1/6/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/26/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Upgrade | Buy (Neutral) |
225.52 (370.30) |
64.2% | Details | |
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | Synopsys | SNPS | Upgrade | Buy (Neutral) |
475.83 (437.41) |
-8.07% | Details | |
| 12/11/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2025 | Synopsys | SNPS | Upgrade | Neutral (Underperform) |
466.76 (475.83) |
1.94% | Details | |
| 12/5/2025 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Astera Labs | ALAB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2025 | Teradyne | TER | Upgrade | Buy (Underperform) |
144.38 (273.05) |
89.12% | Details | |
| 10/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | GlobalFoundries Inc. | GFS | Downgrade | Underperform (Neutral) |
32.96 (46.88) |
42.23% | Details | |
| 10/13/2025 | Teradyne | TER | Maintain | Underperform (N/A) |
|
Details | ||
| 10/13/2025 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Camtek | CAMT | Upgrade | Buy (Neutral) |
110.05 (147.31) |
33.86% | Details | |
| 10/13/2025 | Applied Materials | AMAT | Upgrade | Buy (Neutral) |
209.95 (324.74) |
54.67% | Details | |
| 10/13/2025 | Intel | INTC | Downgrade | Underperform (Neutral) |
36.37 (43.42) |
19.38% | Details | |
| 10/13/2025 | Texas Instruments | TXN | Downgrade | Underperform (Neutral) |
171.70 (196.63) |
14.52% | Details | |
| 10/9/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2025 | Astera Labs | ALAB | New Coverage | Neutral (N/A) |
209.60 (119.20) |
-43.13% | Details | |
| 9/24/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2025 | Synopsys | SNPS | Downgrade | Underperform (Buy) |
604.37 (466.76) |
-22.77% | Details | |
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Downgrade | Neutral (Buy) |
77.23 (75.68) |
-2.01% | Details | |
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2025 | Ambiq Micro Inc | AMBQ | New Coverage | Neutral (N/A) |
38.47 (28.39) |
-26.2% | Details | |
| 8/15/2025 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
188.24 (324.74) |
72.51% | Details | |
| 8/14/2025 | Coherent | COHR | Downgrade | Neutral (Buy) |
114.01 (235.72) |
106.75% | Details | |
| 8/13/2025 | Lumentum | LITE | Upgrade | Neutral (Underperform) |
119.66 (558.44) |
366.69% | Details | |
| 8/11/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2025 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Camtek | CAMT | Downgrade | Neutral (Buy) |
88.35 (147.31) |
66.73% | Details | |
| 8/5/2025 | Lattice Semiconductor | LSCC | Maintain | Underperform (N/A) |
|
Details | ||
| 8/4/2025 | ON Semiconductor | ON | Downgrade | Neutral (Buy) |
56.82 (56.87) |
0.09% | Details | |
| 8/4/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2025 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
28.65 (31.93) |
11.45% | Details | |
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Microchip Technology | MCHP | Upgrade | Neutral (Underperform) |
49.14 (75.16) |
52.95% | Details | |
| 5/8/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Upgrade | Buy (Neutral) |
98.62 (192.43) |
95.12% | Details | |
| 5/6/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Qorvo Inc | QRVO | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | Teradyne | TER | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | Microchip Technology | MCHP | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | Lumentum | LITE | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | Lattice Semiconductor | LSCC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | Ambarella | AMBA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2025 | Intel | INTC | Upgrade | Neutral (Underperform) |
19.78 (36.37) |
83.87% | Details | |
| 2/27/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2025 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 2/12/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/9/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Downgrade | Neutral (Buy) |
103.90 (225.52) |
117.05% | Details | |
| 12/16/2024 | Ambarella | AMBA | Upgrade | Neutral (Underperform) |
72.53 (52.38) |
-27.78% | Details | |
| 12/16/2024 | Microchip Technology | MCHP | Downgrade | Underperform (Neutral) |
59.93 (49.14) |
-18% | Details | |
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | AMD | AMD | Downgrade | Neutral (Buy) |
130.15 (192.43) |
47.85% | Details | |
| 12/9/2024 | AMD | AMD | Downgrade | Neutral (Buy) |
138.59 (98.62) |
-28.84% | Details | |
| 12/4/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2024 | Credo Technology Group Holding Ltd. | CRDO | Upgrade | Buy (Underperform) |
48.96 (109.83) |
124.33% | Details | |
| 12/2/2024 | Intel | INTC | Maintain | Underperform (Underperform) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Underperform (N/A) |
|
Details | ||
| 8/30/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2024 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 8/22/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Lumentum | LITE | Maintain | Underperform (N/A) |
|
Details | ||
| 8/12/2024 | Coherent | COHR | Upgrade | Buy (Neutral) |
63.34 (114.01) |
80% | Details | |
| 8/9/2024 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Downgrade | Underperform (Neutral) |
29.05 (19.78) |
-31.91% | Details | |
| 8/2/2024 | Microchip Technology | MCHP | Downgrade | Neutral (Buy) |
84.37 (64.77) |
-23.23% | Details | |
| 7/26/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2024 | MKS Instruments | MKSI | New Coverage | Buy (N/A) |
135.06 (210.00) |
55.49% | Details | |
| 6/27/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Qorvo Inc | QRVO | Maintain | Underperform (N/A) |
|
Details | ||
| 6/10/2024 | Broadcom Limited | AVGO | Maintain | Buy (Buy) |
|
Details | ||
| 6/3/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Underperform (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2024 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/21/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Coherent | COHR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2023 | AMD | AMD | Upgrade | Buy (Neutral) |
138.00 (192.43) |
39.44% | Details | |
| 12/15/2023 | Micron Technology | MU | Upgrade | Buy (Neutral) |
82.19 (370.30) |
350.54% | Details | |
| 12/15/2023 | MACOM Technology Solutions | MTSI | Upgrade | Buy (Neutral) |
92.09 (207.51) |
125.33% | Details | |
| 12/15/2023 | GlobalFoundries Inc. | GFS | Downgrade | Neutral (Buy) |
59.22 (32.96) |
-44.34% | Details | |
| 12/15/2023 | Intel | INTC | Upgrade | Neutral (Underperform) |
45.18 (43.42) |
-3.9% | Details | |
| 12/15/2023 | Teradyne | TER | Downgrade | Underperform (Neutral) |
105.39 (144.38) |
37% | Details | |
| 12/13/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Underperform (N/A) |
|
Details | ||
| 11/28/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Skyworks Solutions | SWKS | Maintain | Underperform (N/A) |
|
Details | ||
| 10/19/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | Lumentum | LITE | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2023 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
54.08 (111.79) |
106.71% | Details | |
| 8/24/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Coherent | COHR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/17/2023 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2023 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Lumentum | LITE | Downgrade | Underperform (Neutral) |
52.39 (119.66) |
128.4% | Details | |
| 7/18/2023 | MACOM Technology Solutions | MTSI | Downgrade | Neutral (Buy) |
66.38 (207.51) |
212.61% | Details | |
| 7/18/2023 | Coherent | COHR | Downgrade | Neutral (Buy) |
42.59 (235.72) |
453.46% | Details | |
| 7/18/2023 | Camtek | CAMT | Upgrade | Buy (Neutral) |
43.24 (88.35) |
104.32% | Details | |
| 6/29/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/22/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 6/8/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2023 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 6/1/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Underperform (N/A) |
|
Details | ||
| 5/31/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 5/10/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Underperform (N/A) |
|
Details | ||
| 5/5/2023 | Cirrus Logic | CRUS | Maintain | Underperform (N/A) |
|
Details | ||
| 5/5/2023 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Downgrade | Neutral (Buy) |
89.91 (192.43) |
114.03% | Details | |
| 4/27/2023 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 4/27/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2023 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/23/2023 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2023 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | Credo Technology Group Holding Ltd. | CRDO | Downgrade | Underperform (Buy) |
19.36 (48.96) |
152.89% | Details | |
| 2/14/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2023 | Qorvo Inc | QRVO | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2022 | Synopsys | SNPS | Upgrade | Buy (Neutral) |
323.82 (437.41) |
35.08% | Details | |
| 12/16/2022 | Cadence Designs | CDNS | Upgrade | Buy (Neutral) |
162.23 (296.94) |
83.04% | Details | |
| 12/9/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2022 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2022 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2022 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2022 | Coherent | COHR | Upgrade | Buy (Neutral) |
35.09 (235.72) |
571.76% | Details | |
| 11/11/2022 | Lumentum | LITE | Downgrade | Neutral (Buy) |
56.55 (558.44) |
887.52% | Details | |
| 11/4/2022 | Skyworks Solutions | SWKS | Maintain | Underperform (N/A) |
|
Details | ||
| 11/4/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/24/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2022 | Camtek | CAMT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2022 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2022 | Lumentum | LITE | New Coverage | Buy (N/A) |
79.59 (558.44) |
601.65% | Details | |
| 9/1/2022 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2022 | Rockley Photonics Holdings Ltd | RKLY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/18/2022 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 8/3/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2022 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2022 | Micron Technology | MU | Downgrade | Neutral (Buy) |
55.28 (53.65) |
-2.95% | Details | |
| 6/29/2022 | Skyworks Solutions | SWKS | Downgrade | Underperform (Neutral) |
96.22 (54.81) |
-43.04% | Details | |
| 6/29/2022 | Qorvo Inc | QRVO | Downgrade | Underperform (Neutral) |
98.55 (77.64) |
-21.22% | Details | |
| 6/29/2022 | Valens Semiconductor Ltd. | VLN | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 6/29/2022 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Cirrus Logic | CRUS | Maintain | Underperform (N/A) |
|
Details | ||
| 6/29/2022 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 6/29/2022 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 6/29/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Cadence Designs | CDNS | Upgrade | Neutral (Underperform) |
150.12 (296.94) |
97.8% | Details | |
| 6/29/2022 | Synopsys | SNPS | Upgrade | Neutral (Underperform) |
303.67 (437.41) |
44.04% | Details | |
| 6/29/2022 | Texas Instruments | TXN | Downgrade | Neutral (Buy) |
154.16 (171.70) |
11.38% | Details | |
| 6/29/2022 | Teradyne | TER | Downgrade | Neutral (Buy) |
95.23 (273.05) |
186.73% | Details | |
| 6/8/2022 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 6/3/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2022 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 5/27/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2022 | Valens Semiconductor Ltd. | VLN | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Cadence Designs | CDNS | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2022 | Rockley Photonics Holdings Ltd | RKLY | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 3/3/2022 | Valens Semiconductor Ltd. | VLN | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 2/22/2022 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
15.20 (109.83) |
622.57% | Details | |
| 2/17/2022 | Synopsys | SNPS | Maintain | Underperform (N/A) |
|
Details | ||
| 2/4/2022 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2022 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | Synopsys | SNPS | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | Cadence Designs | CDNS | Maintain | Underperform (N/A) |
|
Details | ||
| 1/10/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2022 | II-VI, Inc. | IIVI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2021 | Rockley Photonics Holdings Ltd | RKLY | Downgrade | Neutral (Buy) |
5.28 (0.19) |
-96.4% | Details | |
| 12/21/2021 | Micron Technology | MU | Upgrade | Buy (Neutral) |
82.03 (370.30) |
351.42% | Details | |
| 12/8/2021 | Intel | INTC | Maintain | Underperform (Underperform) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2021 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2021 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
62.11 (46.88) |
-24.52% | Details | |
| 11/19/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Qorvo Inc | QRVO | Downgrade | Neutral (Buy) |
178.12 (77.64) |
-56.41% | Details | |
| 11/2/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2021 | Cadence Designs | CDNS | Maintain | Underperform (N/A) |
|
Details | ||
| 10/22/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/21/2021 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2021 | Micron Technology | MU | New Coverage | Neutral (N/A) |
67.80 (370.30) |
446.17% | Details | |
| 10/7/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Cree | CREE | Downgrade | Underperform (Neutral) |
88.30 (79.12) |
-10.4% | Details | |
| 9/17/2021 | Cirrus Logic | CRUS | Downgrade | Underperform (Neutral) |
88.18 (130.37) |
47.85% | Details | |
| 9/17/2021 | Synopsys | SNPS | Downgrade | Underperform (Neutral) |
335.38 (437.41) |
30.42% | Details | |
| 9/17/2021 | Rockley Photonics Holdings Ltd | RKLY | New Coverage | Buy (N/A) |
8.96 (0.19) |
-97.88% | Details | |
| 8/27/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2021 | Synopsys | SNPS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Cadence Designs | CDNS | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 7/22/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 7/22/2021 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2021 | Texas Industries | TXI | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/26/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2021 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 4/6/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2021 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 3/30/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 3/18/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 3/16/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2021 | ON Semiconductor | ON | Upgrade | Buy (Underperform) |
40.27 (56.82) |
41.1% | Details | |
| 2/25/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2021 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/13/2021 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | MACOM Technology Solutions | MTSI | Upgrade | Buy (Underperform) |
58.09 (207.51) |
257.22% | Details | |
| 1/11/2021 | Skyworks Solutions | SWKS | Downgrade | Neutral (Buy) |
163.48 (54.81) |
-66.47% | Details | |
| 1/11/2021 | Synopsys | SNPS | Downgrade | Neutral (Buy) |
262.80 (335.38) |
27.62% | Details | |
| 1/11/2021 | Cadence Designs | CDNS | Downgrade | Underperform (Buy) |
136.19 (296.94) |
118.03% | Details | |
| 12/21/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2020 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Downgrade | Underperform (Neutral) |
53.90 (43.42) |
-19.44% | Details | |
| 10/22/2020 | Xilinx | XLNX | Maintain | Underperform (N/A) |
|
Details | ||
| 10/20/2020 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2020 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Downgrade | Neutral (Buy) |
60.40 (43.42) |
-28.11% | Details | |
| 7/22/2020 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2020 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Maxim Integrated Products | MXIM | Maintain | Underperform (N/A) |
|
Details | ||
| 4/15/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | ON Semiconductor | ON | Downgrade | Underperform (Buy) |
23.15 (56.87) |
145.66% | Details | |
| 1/29/2020 | Xilinx | XLNX | Maintain | Underperform (N/A) |
|
Details | ||
| 1/29/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2020 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2020 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Microchip Technology | MCHP | Upgrade | Buy (Neutral) |
110.32 (64.77) |
-41.29% | Details | |
| 1/10/2020 | Xilinx | XLNX | Downgrade | Underperform (Neutral) |
101.51 (194.92) |
92.02% | Details | |
| 1/10/2020 | Lam Research | LRCX | Upgrade | Buy (Neutral) |
297.93 (199.33) |
-33.1% | Details | |
| 1/10/2020 | Applied Materials | AMAT | Upgrade | Buy (Neutral) |
61.97 (188.24) |
203.76% | Details | |
| 1/3/2020 | Cirrus Logic | CRUS | Maintain | Underperform (N/A) |
|
Details | ||
| 12/10/2019 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2019 | Skyworks Solutions | SWKS | Upgrade | Buy (Underperform) |
101.36 (54.81) |
-45.93% | Details | |
| 12/9/2019 | Qorvo Inc | QRVO | Upgrade | Buy (Underperform) |
106.62 (77.64) |
-27.18% | Details | |
| 12/2/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2019 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2019 | Skyworks Solutions | SWKS | Maintain | Underperform (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2019 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2019 | Lam Research | LRCX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2019 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2019 | Maxim Integrated Products | MXIM | Downgrade | Underperform (Neutral) |
58.36 (103.14) |
76.73% | Details | |
| 9/27/2019 | Texas Instruments | TXN | Upgrade | Buy (Neutral) |
128.11 (193.23) |
50.83% | Details | |
| 9/20/2019 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2019 | Xilinx | XLNX | Downgrade | Neutral (Buy) |
103.62 (101.51) |
-2.04% | Details | |
| 9/18/2019 | KLA-Tencor | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2019 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2019 | KLA-Tencor | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2019 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2019 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Inphi Corp. | IPHI | Upgrade | Buy (Underperform) |
51.13 (172.27) |
236.93% | Details | |
| 4/11/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2019 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2019 | Analog Devices | ADI | Upgrade | Buy (Neutral) |
100.63 (315.81) |
213.83% | Details | |
| 2/6/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2019 | Maxim Integrated Products | MXIM | Downgrade | Neutral (Buy) |
50.84 (58.36) |
14.79% | Details | |
| 1/4/2019 | Analog Devices | ADI | Downgrade | Neutral (Buy) |
85.92 (100.63) |
17.12% | Details | |
| 1/4/2019 | Texas Instruments | TXN | Downgrade | Neutral (Buy) |
94.45 (128.11) |
35.64% | Details | |
| 1/4/2019 | Intel | INTC | Upgrade | Buy (Neutral) |
44.49 (43.42) |
-2.41% | Details | |
| 1/3/2019 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2018 | Cirrus Logic | CRUS | Maintain | Underperform (N/A) |
|
Details | ||
| 11/20/2018 | Cirrus Logic | CRUS | Maintain | Underperform (N/A) |
|
Details | ||
| 11/20/2018 | Qorvo Inc | QRVO | Maintain | Underperform (N/A) |
|
Details | ||
| 11/20/2018 | Teradyne | TER | Downgrade | Neutral (Buy) |
36.41 (273.05) |
649.93% | Details | |
| 11/20/2018 | Skyworks Solutions | SWKS | Downgrade | Underperform (Buy) |
72.95 (101.36) |
38.94% | Details | |
| 11/9/2018 | Skyworks Solutions | SWKS | Downgrade | Neutral (Buy) |
82.65 (72.95) |
-11.74% | Details | |
| 11/8/2018 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2018 | NXP Semiconductors NV | NXPI | Upgrade | Buy (Neutral) |
92.76 (201.74) |
117.49% | Details | |
| 9/17/2018 | Microchip Technology | MCHP | Downgrade | Neutral (Buy) |
83.77 (110.32) |
31.69% | Details | |
| 9/7/2018 | Broadcom Limited | AVGO | Upgrade | Buy (Neutral) |
215.97 (330.48) |
53.02% | Details | |
| 9/5/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2018 | Lam Research | LRCX | Downgrade | Neutral (Buy) |
172.46 (297.93) |
72.75% | Details | |
| 8/28/2018 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
42.73 (61.97) |
45.03% | Details | |
| 8/17/2018 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details |
