Ratings by Wolfe Research (Chris Caso)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/25/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Qualcomm | QCOM | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Qorvo Inc | QRVO | Downgrade | Peerperform (Outperform) |
81.72 (85.50) |
4.63% | Details | |
| 4/10/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/30/2026 | Broadcom Limited | AVGO | Upgrade | Outperform (Peerperform) |
330.73 (370.83) |
12.12% | Details | |
| 1/29/2026 | Lam Research | LRCX | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/15/2026 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2025 | Qualcomm | QCOM | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/14/2025 | Monolithic Power Systems | MPWR | Upgrade | Outperform (Peerperform) |
981.67 (1312.00) |
33.65% | Details | |
| 10/14/2025 | AMD | AMD | Upgrade | Outperform (Peerperform) |
216.42 (495.76) |
129.07% | Details | |
| 10/13/2025 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Texas Instruments | TXN | Upgrade | Outperform (Peerperform) |
184.99 (284.02) |
53.53% | Details | |
| 7/28/2025 | Texas Instruments | TXN | Upgrade | Outperform (Peerperform) |
184.99 (184.99) |
0% | Details | |
| 6/26/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | AMD | AMD | Downgrade | Peerperform (Outperform) |
119.96 (495.76) |
313.27% | Details | |
| 1/15/2025 | Lam Research | LRCX | Downgrade | Peerperform (Outperform) |
75.06 (313.30) |
317.4% | Details | |
| 12/19/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | Intel | INTC | Maintain | Peerperform (Peerperform) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/11/2024 | Monolithic Power Systems | MPWR | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2024 | Intel | INTC | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/17/2024 | Intel | INTC | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2024 | Texas Instruments | TXN | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/20/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | Qualcomm | QCOM | Downgrade | Peerperform (Outperform) |
164.48 (171.78) |
4.44% | Details | |
| 7/8/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Intel | INTC | Upgrade | Peerperform (Underperform) |
31.27 (95.04) |
203.93% | Details | |
| 5/9/2024 | Skyworks Solutions | SWKS | Downgrade | Peerperform (Outperform) |
93.24 (59.35) |
-36.35% | Details | |
| 5/2/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/3/2024 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 3/13/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Allegro MicroSystems | ALGM | Upgrade | Outperform (Peerperform) |
29.14 (46.48) |
59.51% | Details | |
| 1/26/2024 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Microchip Technology | MCHP | Upgrade | Outperform (Peerperform) |
85.16 (80.96) |
-4.93% | Details | |
| 1/18/2024 | Analog Devices | ADI | Upgrade | Outperform (Peerperform) |
187.79 (375.36) |
99.88% | Details | |
| 1/18/2024 | NXP Semiconductors NV | NXPI | Upgrade | Outperform (Peerperform) |
208.99 (266.53) |
27.53% | Details | |
| 12/21/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Peerperform (N/A) |
54.08 (267.19) |
394.06% | Details | |
| 9/21/2023 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/15/2023 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
144.58 (529.66) |
266.34% | Details | |
| 9/15/2023 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
658.66 (75.06) |
-88.6% | Details | |
| 9/14/2023 | KLA Corporation | KLAC | New Coverage | Outperform (N/A) |
483.60 (212.75) |
-56.01% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2023 | Microchip Technology | MCHP | New Coverage | Peerperform (N/A) |
93.34 (80.96) |
-13.26% | Details | |
| 7/20/2023 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
47.49 (202.81) |
327.06% | Details | |
| 7/20/2023 | Texas Instruments | TXN | New Coverage | Peerperform (N/A) |
183.68 (284.02) |
54.63% | Details | |
| 7/20/2023 | Qualcomm | QCOM | New Coverage | Outperform (N/A) |
122.86 (171.78) |
39.82% | Details | |
| 7/20/2023 | Marvell | MRVL | New Coverage | Outperform (N/A) |
65.76 (188.68) |
186.92% | Details | |
| 7/20/2023 | NXP Semiconductors NV | NXPI | New Coverage | Peerperform (N/A) |
223.66 (266.53) |
19.17% | Details | |
| 7/20/2023 | Allegro MicroSystems | ALGM | New Coverage | Peerperform (N/A) |
52.72 (46.48) |
-11.84% | Details | |
| 7/20/2023 | Analog Devices | ADI | New Coverage | Peerperform (N/A) |
196.50 (375.36) |
91.02% | Details | |
| 7/20/2023 | ON Semiconductor | ON | New Coverage | Peerperform (N/A) |
104.84 (87.37) |
-16.66% | Details | |
| 7/20/2023 | Intel | INTC | New Coverage | Underperform (N/A) |
34.50 (95.04) |
175.48% | Details | |
| 7/20/2023 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
67.45 (57.48) |
-14.78% | Details | |
| 7/20/2023 | AMD | AMD | New Coverage | Outperform (N/A) |
117.93 (495.76) |
320.38% | Details | |
| 7/20/2023 | SiTime Corp. | SITM | New Coverage | Outperform (N/A) |
130.83 (554.97) |
324.19% | Details | |
| 7/20/2023 | Skyworks Solutions | SWKS | New Coverage | Outperform (N/A) |
115.04 (59.35) |
-48.41% | Details | |
| 7/20/2023 | Monolithic Power Systems | MPWR | New Coverage | Peerperform (N/A) |
588.11 (1312.00) |
123.09% | Details | |
| 7/20/2023 | Micron Technology | MU | New Coverage | Outperform (N/A) |
64.94 (848.95) |
1207.28% | Details | |
| 7/20/2023 | Qorvo Inc | QRVO | New Coverage | Outperform (N/A) |
106.77 (81.72) |
-23.46% | Details | |
| 7/20/2023 | Broadcom Limited | AVGO | New Coverage | Peerperform (N/A) |
903.43 (330.73) |
-63.39% | Details |
