Ratings by Jefferies (Blayne Curtis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/6/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2026 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2026 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2026 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
107.93 (169.70) |
57.23% | Details | |
| 4/10/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 12/15/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | KLA Corporation | KLAC | Upgrade | Buy (Hold) |
1246.18 (165.74) |
-86.7% | Details | |
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Upgrade | Buy (Hold) |
164.67 (528.75) |
221.1% | Details | |
| 9/23/2025 | Onto Innovation Inc. | ONTO | Upgrade | Buy (Hold) |
122.67 (220.70) |
79.91% | Details | |
| 8/29/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2025 | SanDisk | SNDK | New Coverage | Buy (N/A) |
46.21 (1299.30) |
2711.73% | Details | |
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2025 | Onto Innovation Inc. | ONTO | Downgrade | Hold (Buy) |
99.40 (122.67) |
23.41% | Details | |
| 5/7/2025 | AMD | AMD | Maintain | Hold (N/A) |
|
Details | ||
| 4/2/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2025 | KLA Corporation | KLAC | Downgrade | Hold (Buy) |
705.54 (1246.18) |
76.63% | Details | |
| 3/28/2025 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
150.68 (409.29) |
171.63% | Details | |
| 3/27/2025 | AMD | AMD | Downgrade | Hold (Buy) |
114.81 (528.75) |
360.54% | Details | |
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2025 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | Navitas Semiconductor | NVTS | Maintain | Hold (N/A) |
|
Details | ||
| 2/21/2025 | Lumentum | LITE | New Coverage | Buy (N/A) |
77.29 (824.13) |
966.28% | Details | |
| 2/21/2025 | Coherent | COHR | New Coverage | Buy (N/A) |
86.38 (232.90) |
169.62% | Details | |
| 2/21/2025 | Harmonic Inc. | HLIT | New Coverage | Hold (N/A) |
10.61 (10.69) |
0.75% | Details | |
| 2/19/2025 | Arteris, Inc | AIP | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | InterDigital Inc. | IDCC | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2025 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | Silvaco Group Inc | SVCO | New Coverage | Buy (N/A) |
17.98 (6.21) |
-65.46% | Details | |
| 5/22/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | Arteris, Inc | AIP | New Coverage | Hold (N/A) |
8.27 (18.76) |
126.84% | Details | |
| 5/13/2024 | Navitas Semiconductor | NVTS | New Coverage | Hold (N/A) |
4.10 (8.34) |
103.41% | Details | |
| 5/13/2024 | InterDigital Inc. | IDCC | New Coverage | Hold (N/A) |
106.52 (319.30) |
199.76% | Details | |
| 5/13/2024 | Impinj Inc | PI | New Coverage | Buy (N/A) |
160.27 (175.37) |
9.42% | Details | |
| 5/13/2024 | Camtek | CAMT | New Coverage | Buy (N/A) |
90.46 (129.47) |
43.12% | Details | |
| 5/13/2024 | Nova Measuring Instruments | NVMI | New Coverage | Buy (N/A) |
193.50 (321.20) |
65.99% | Details | |
| 5/13/2024 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
26.76 (31.62) |
18.16% | Details | |
| 5/13/2024 | Rambus Inc. | RMBS | New Coverage | Buy (N/A) |
56.70 (87.25) |
53.88% | Details | |
| 5/13/2024 | Lattice Semiconductor | LSCC | New Coverage | Buy (N/A) |
69.55 (103.65) |
49.03% | Details | |
| 5/13/2024 | AMD | AMD | New Coverage | Buy (N/A) |
151.92 (114.81) |
-24.43% | Details | |
| 5/13/2024 | Intel | INTC | New Coverage | Hold (N/A) |
29.85 (89.85) |
201.01% | Details | |
| 5/13/2024 | Lam Research | LRCX | New Coverage | Buy (N/A) |
915.42 (263.94) |
-71.17% | Details | |
| 5/13/2024 | Analog Devices | ADI | New Coverage | Buy (N/A) |
207.19 (395.44) |
90.86% | Details | |
| 5/13/2024 | KLA Corporation | KLAC | New Coverage | Buy (N/A) |
718.27 (705.54) |
-1.77% | Details | |
| 5/13/2024 | NXP Semiconductors NV | NXPI | New Coverage | Buy (N/A) |
261.73 (229.33) |
-12.38% | Details | |
| 5/13/2024 | Microchip Technology | MCHP | New Coverage | Buy (N/A) |
91.50 (73.85) |
-19.29% | Details | |
| 5/13/2024 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
70.46 (72.02) |
2.21% | Details | |
| 5/13/2024 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
51.09 (46.68) |
-8.63% | Details | |
| 5/13/2024 | MACOM Technology Solutions | MTSI | New Coverage | Buy (N/A) |
101.39 (262.24) |
158.64% | Details | |
| 5/13/2024 | Onto Innovation Inc. | ONTO | New Coverage | Buy (N/A) |
208.42 (99.40) |
-52.31% | Details | |
| 5/13/2024 | Marvell | MRVL | New Coverage | Buy (Buy) |
67.68 (227.83) |
236.63% | Details | |
| 5/13/2024 | Texas Instruments | TXN | New Coverage | Hold (Buy) |
185.32 (276.48) |
49.19% | Details | |
| 5/13/2024 | Applied Materials | AMAT | New Coverage | Hold (Buy) |
206.33 (150.68) |
-26.97% | Details | |
| 5/13/2024 | Broadcom Limited | AVGO | New Coverage | Buy (Buy) |
1305.67 (328.75) |
-74.82% | Details | |
| 5/13/2024 | NVIDIA | NVDA | New Coverage | Buy (Buy) |
88.75 (214.13) |
141.27% | Details | |
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Buy (N/A) |
75.59 (285.82) |
278.12% | Details |
