Ratings by BMO Capital (Ambrish Srivastava)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 12/18/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/2/2023 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/25/2023 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Market Perform (N/A) |
52.51 (253.32) |
382.42% | Details | |
| 9/1/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/14/2023 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Downgrade | Market Perform (Outperform) |
104.12 (67.43) |
-35.24% | Details | |
| 5/5/2023 | Arteris, Inc | AIP | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2023 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2023 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2023 | ON Semiconductor | ON | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2023 | Wolfspeed | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/27/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2023 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/21/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2023 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/26/2023 | Wolfspeed | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2023 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2022 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Arteris, Inc | AIP | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/4/2022 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/4/2022 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2022 | Wolfspeed | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/30/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2022 | Wolfspeed | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/29/2022 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/14/2022 | AMD | AMD | Upgrade | Outperform (Market Perform) |
77.52 (484.39) |
524.86% | Details | |
| 6/27/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2022 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2022 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/27/2022 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Arteris, Inc | AIP | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2022 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/4/2022 | Arteris, Inc | AIP | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/18/2022 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Arteris, Inc | AIP | New Coverage | Market Perform (N/A) |
24.70 (25.81) |
4.49% | Details | |
| 11/18/2021 | Wolfspeed | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/18/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Great Wolf Resorts | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/26/2021 | Intel | INTC | Downgrade | Market Perform (Outperform) |
49.41 (96.69) |
95.69% | Details | |
| 10/22/2021 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2021 | AMD | AMD | Upgrade | Market Perform (Underperform) |
112.35 (77.52) |
-31% | Details | |
| 7/28/2021 | Maxim Integrated Products | MXIM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/28/2021 | AMD | AMD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/1/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2021 | Micron Technology | MU | Upgrade | Outperform (Market Perform) |
0.00 (940.76) |
0% | Details | |
| 3/24/2021 | Intel | INTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/8/2021 | Marvell | MRVL | Upgrade | Outperform (Market Perform) |
40.10 (216.00) |
438.65% | Details | |
| 2/22/2021 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/22/2021 | Intel | INTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/14/2021 | Intel | INTC | Upgrade | Outperform (Market Perform) |
53.24 (49.41) |
-7.19% | Details | |
| 1/14/2021 | AMD | AMD | Downgrade | Underperform (Market Perform) |
95.35 (484.39) |
408.01% | Details | |
| 11/25/2020 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/31/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2020 | Micron Technology | MU | Downgrade | Market Perform (Outperform) |
50.83 (940.76) |
1750.8% | Details | |
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2020 | NVIDIA | NVDA | Upgrade | Outperform (Market Perform) |
32.12 (219.74) |
584.12% | Details | |
| 4/24/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/16/2020 | Broadcom Limited | AVGO | Upgrade | Outperform (Market Perform) |
218.78 (380.00) |
73.69% | Details | |
| 2/20/2020 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | ON Semiconductor | ON | Downgrade | Market Perform (Outperform) |
23.15 (79.42) |
243.07% | Details | |
| 1/29/2020 | Xilinx | XLNX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/19/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/11/2019 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2019 | Marvell | MRVL | Downgrade | Market Perform (Outperform) |
25.16 (216.00) |
758.51% | Details | |
| 11/27/2019 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2019 | NVIDIA | NVDA | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/12/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2019 | Adobe | ADBE | New Coverage | Market Perform (N/A) |
277.50 (263.14) |
-5.17% | Details | |
| 11/5/2019 | Broadcom Limited | AVGO | Market Perform (N/A) |
305.00 (380.00) |
24.59% | Details | ||
| 11/4/2019 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/31/2019 | Cree | CREE | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2019 | Xilinx | XLNX | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2019 | Xilinx | XLNX | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/25/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2019 | Marvell | MRVL | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/21/2019 | Cree | CREE | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/16/2019 | NVIDIA | NVDA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/9/2019 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/8/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2019 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2019 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/3/2019 | Cree | CREE | Downgrade | Market Perform (Outperform) |
55.14 (79.12) |
43.49% | Details | |
| 5/23/2019 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2019 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2019 | Intel | INTC | Downgrade | Market Perform (Outperform) |
50.48 (96.69) |
91.54% | Details | |
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2019 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2019 | Synaptics | SYNA | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/18/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/11/2019 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2019 | ON Semiconductor | ON | Upgrade | Outperform (Market Perform) |
21.48 (23.15) |
7.77% | Details | |
| 3/4/2019 | Xilinx | XLNX | Downgrade | Market Perform (Outperform) |
125.30 (194.92) |
55.56% | Details | |
| 2/21/2019 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2019 | Sensata Technologies | ST | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2019 | NVIDIA | NVDA | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2019 | Micron Technology | MU | Upgrade | Outperform (Market Perform) |
31.00 (50.83) |
63.97% | Details | |
| 11/14/2018 | Qorvo Inc | QRVO | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/13/2018 | ON Semiconductor | ON | New Coverage | Market Perform (N/A) |
17.88 (21.48) |
20.13% | Details | |
| 11/13/2018 | Cree | CREE | New Coverage | Outperform (N/A) |
43.47 (55.14) |
26.85% | Details | |
| 11/13/2018 | Microchip Technology | MCHP | New Coverage | Outperform (N/A) |
72.13 (78.19) |
8.4% | Details | |
| 11/2/2018 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/26/2018 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2018 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2018 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2018 | Marvell | MRVL | Upgrade | Outperform (Market Perform) |
18.01 (25.16) |
39.7% | Details | |
| 10/3/2018 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2018 | Micron Technology | MU | Maintain | Market Perform (N/A) |
|
Details |
