Ratings by Goldman Sachs (James Schneider)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/27/2026 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
8/27/2026 NVIDIA NVDA Maintain Neutral
(N/A)
 
 
  Details
8/26/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/14/2026 Globant S.A. GLOB Maintain Neutral
(N/A)
 
 
  Details
8/13/2026 SanDisk SNDK Maintain Buy
(N/A)
 
 
  Details
8/12/2026 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
8/5/2026 SanDisk SNDK Maintain Buy
(N/A)
 
 
  Details
7/23/2026 Texas Instruments TXN Maintain Sell
(N/A)
 
 
  Details
7/9/2026 IBM IBM Maintain Buy
(N/A)
 
 
  Details
7/6/2026 Teradyne TER Maintain Buy
(N/A)
 
 
  Details
7/6/2026 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/25/2026 Intel INTC New Coverage Neutral
(N/A)
131.65
(91.67)
-30.37% Details
6/25/2026 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
6/4/2026 Broadcom Limited AVGO Maintain Conviction Buy
(N/A)
 
 
  Details
6/3/2026 Accenture plc ACN Maintain Buy
(N/A)
 
 
  Details
6/1/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
5/28/2026 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
5/27/2026 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
5/15/2026 Globant S.A. GLOB Maintain Neutral
(N/A)
 
 
  Details
5/15/2026 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
5/8/2026 EPAM Systems EPAM Downgrade Neutral
(Buy)
106.97
(119.88)
12.07% Details
5/7/2026 SiTime Corp. SITM Maintain Buy
(N/A)
 
 
  Details
5/7/2026 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
5/7/2026 Arm Holdings ARM Maintain Sell
(N/A)
 
 
  Details
5/7/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
5/6/2026 AMD AMD Upgrade Buy
(Neutral)
341.54
(456.16)
33.56% Details
5/1/2026 Entegris Inc ENTG Maintain Sell
(N/A)
 
 
  Details
4/30/2026 Western Digital Corp. WDC Maintain Neutral
(N/A)
 
 
  Details
4/30/2026 SanDisk SNDK Maintain Buy
(N/A)
 
 
  Details
4/30/2026 Teradyne TER Maintain Buy
(N/A)
 
 
  Details
4/28/2026 Amkor Technology AMKR Maintain Neutral
(N/A)
 
 
  Details
4/23/2026 Texas Instruments TXN Maintain Sell
(N/A)
 
 
  Details
4/16/2026 Credo Technology Group Holding Ltd. CRDO Maintain Buy
(N/A)
 
 
  Details
4/15/2026 Broadcom Limited AVGO Maintain Conviction Buy
(N/A)
 
 
  Details
4/13/2026 Globant S.A. GLOB Maintain Neutral
(N/A)
 
 
  Details
4/9/2026 Arm Holdings ARM Maintain Sell
(N/A)
 
 
  Details
3/30/2026 Qualcomm QCOM New Coverage Neutral
(N/A)
127.11
(168.57)
32.62% Details
3/19/2026 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
3/17/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
3/6/2026 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
3/2/2026 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
2/27/2026 Quintiles Q Maintain Buy
(N/A)
 
 
  Details
2/27/2026 Globant S.A. GLOB Maintain Neutral
(N/A)
 
 
  Details
2/25/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/25/2026 Synopsys SNPS Maintain Buy
(N/A)
 
 
  Details
2/25/2026 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
2/19/2026 MKS Instruments MKSI Maintain Sell
(N/A)
 
 
  Details
2/19/2026 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
2/19/2026 Credo Technology Group Holding Ltd. CRDO New Coverage Buy
(N/A)
127.91
(164.17)
28.35% Details
2/13/2026 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
2/12/2026 GlobalFoundries Inc. GFS Maintain Neutral
(N/A)
 
 
  Details
2/11/2026 Entegris Inc ENTG Maintain Sell
(N/A)
 
 
  Details
2/11/2026 Amkor Technology AMKR Maintain Neutral
(N/A)
 
 
  Details
2/5/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/4/2026 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
2/3/2026 Western Digital Corp. WDC Maintain Neutral
(N/A)
 
 
  Details
1/30/2026 Western Digital Corp. WDC Maintain Neutral
(N/A)
 
 
  Details
1/30/2026 SanDisk SNDK Maintain Buy
(N/A)
 
 
  Details
1/28/2026 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
1/28/2026 IBM IBM Maintain Buy
(N/A)
 
 
  Details
12/18/2025 Accenture plc ACN Maintain Buy
(N/A)
 
 
  Details
12/18/2025 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
12/15/2025 Arm Holdings ARM Downgrade Sell
(Neutral)
130.89
(242.59)
85.34% Details
12/15/2025 Texas Instruments TXN Downgrade Sell
(Buy)
179.42
(253.83)
41.47% Details
12/15/2025 Entegris Inc ENTG Downgrade Sell
(Neutral)
92.55
(130.70)
41.22% Details
12/15/2025 Camtek CAMT New Coverage Neutral
(N/A)
111.95
(138.90)
24.07% Details
12/15/2025 SiTime Corp. SITM New Coverage Buy
(N/A)
362.05
(574.47)
58.67% Details
12/10/2025 Synopsys SNPS Maintain Buy
(N/A)
 
 
  Details
12/3/2025 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
12/3/2025 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
12/3/2025 Micron Technology MU Maintain Buy
(N/A)
 
 
  Details
11/26/2025 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
11/20/2025 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/14/2025 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
11/12/2025 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
11/7/2025 SanDisk SNDK Maintain Buy
(N/A)
 
 
  Details
11/4/2025 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
10/31/2025 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
10/29/2025 Cognizant Technology Solutions CTSH Maintain Neutral
(N/A)
 
 
  Details
10/28/2025 Qnity Electronics Q New Coverage Buy
(N/A)
0.00
(118.47)
0% Details
10/23/2025 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
10/23/2025 IBM IBM Maintain Buy
(N/A)
 
 
  Details
10/22/2025 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
10/7/2025 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
10/6/2025 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
9/25/2025 Accenture plc ACN Maintain Buy
(N/A)
 
 
  Details
9/24/2025 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
9/23/2025 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
9/5/2025 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
9/4/2025 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
9/3/2025 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
8/29/2025 Marvell MRVL Maintain Neutral
(N/A)
 
 
  Details
8/28/2025 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/27/2025 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/22/2025 Synopsys SNPS Maintain Buy
(N/A)
 
 
  Details
8/15/2025 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
8/15/2025 SanDisk SNDK Maintain Buy
(N/A)
 
 
  Details
8/15/2025 Globant S.A. GLOB Maintain Neutral
(N/A)
 
 
  Details
8/13/2025 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
8/7/2025 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/6/2025 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
8/5/2025 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
8/4/2025 ON Semiconductor ON Maintain Neutral
(N/A)
 
 
  Details
7/21/2025 Verizon Communications VZ Maintain Buy
(N/A)
 
 
  Details
7/10/2025 Amkor Technology AMKR New Coverage Neutral
(N/A)
22.10
(46.94)
112.4% Details
7/10/2025 GlobalFoundries Inc. GFS New Coverage Neutral
(N/A)
41.66
(44.53)
6.89% Details
7/10/2025 Western Digital Corp. WDC New Coverage Neutral
(N/A)
64.02
(441.57)
589.74% Details
7/10/2025 Micron Technology MU New Coverage Neutral
(Neutral)
124.42
(958.16)
670.1% Details
7/10/2025 Entegris Inc ENTG New Coverage Neutral
(Neutral)
87.02
(92.55)
6.35% Details
7/10/2025 KLA Corporation KLAC New Coverage Neutral
(N/A)
919.22
(172.94)
-81.19% Details
7/10/2025 MKS Instruments MKSI New Coverage Sell
(N/A)
104.53
(249.65)
138.83% Details
7/10/2025 Teradyne TER New Coverage Sell
(N/A)
92.22
(338.59)
267.15% Details
7/10/2025 SanDisk SNDK New Coverage Buy
(N/A)
46.17
(1554.99)
3267.97% Details
7/10/2025 Seagate Technology STX New Coverage Buy
(N/A)
144.47
(798.61)
452.79% Details
7/10/2025 Applied Materials AMAT New Coverage Buy
(N/A)
194.99
(435.91)
123.56% Details
7/10/2025 Lam Research LRCX New Coverage Buy
(N/A)
99.83
(292.66)
193.16% Details
7/10/2025 Qorvo Inc QRVO New Coverage Neutral
(N/A)
88.03
(100.38)
14.03% Details
7/10/2025 ON Semiconductor ON New Coverage Neutral
(N/A)
57.62
(73.65)
27.82% Details
7/10/2025 Skyworks Solutions SWKS New Coverage Sell
(N/A)
77.94
(71.50)
-8.26% Details
7/10/2025 Analog Devices ADI New Coverage Buy
(N/A)
245.15
(356.50)
45.42% Details
7/10/2025 NXP Semiconductors NV NXPI New Coverage Buy
(N/A)
232.34
(224.99)
-3.16% Details
7/10/2025 Microchip Technology MCHP New Coverage Buy
(N/A)
74.56
(73.11)
-1.94% Details
7/10/2025 Texas Instruments TXN New Coverage Buy
(N/A)
216.63
(179.42)
-17.18% Details
7/10/2025 Marvell MRVL New Coverage Neutral
(N/A)
71.95
(208.83)
190.24% Details
7/10/2025 Arm Holdings ARM New Coverage Neutral
(Neutral)
147.79
(130.89)
-11.44% Details
7/10/2025 AMD AMD New Coverage Neutral
(N/A)
137.82
(341.54)
147.82% Details
7/10/2025 Synopsys SNPS New Coverage Buy
(N/A)
551.51
(416.31)
-24.51% Details
7/10/2025 Cadence Designs CDNS New Coverage Buy
(N/A)
323.28
(304.88)
-5.69% Details
7/10/2025 Broadcom Limited AVGO New Coverage Buy
(N/A)
271.80
(357.16)
31.41% Details
7/10/2025 NVIDIA NVDA New Coverage Buy
(N/A)
160.00
(228.45)
42.78% Details
6/26/2025 Equinix EQIX Maintain Buy
(N/A)
 
 
  Details
5/19/2025 Globant S.A. GLOB Maintain Neutral
(N/A)
 
 
  Details
5/16/2025 Globant S.A. GLOB Downgrade Neutral
(Buy)
132.84
(40.35)
-69.63% Details
3/25/2025 AT&T T Maintain Buy
(N/A)
 
 
  Details
3/6/2025 Accenture plc ACN Maintain Buy
(N/A)
 
 
  Details
12/12/2024 American Tower AMT Maintain Buy
(N/A)
 
 
  Details
12/6/2024 Accenture plc ACN Upgrade Buy
(Neutral)
360.03
(193.12)
-46.36% Details
12/6/2024 EPAM Systems EPAM Upgrade Buy
(Neutral)
241.91
(106.97)
-55.78% Details
12/5/2024 AT&T T Maintain Buy
(N/A)
 
 
  Details
11/6/2024 Lumen LUMN Maintain Neutral
(N/A)
 
 
  Details
10/24/2024 T-Mobile US, TMUS Maintain Buy
(N/A)
 
 
  Details
10/24/2024 IBM IBM Maintain Conviction Buy
(N/A)
 
 
  Details
10/23/2024 AT&T T Maintain Buy
(N/A)
 
 
  Details
10/7/2024 Lumen LUMN Maintain Neutral
(N/A)
 
 
  Details
10/7/2024 IBM IBM Maintain Buy
(N/A)
 
 
  Details
10/7/2024 Cogent Communications CCOI Maintain Neutral
(N/A)
 
 
  Details
10/4/2024 Lumen LUMN Maintain Neutral
(N/A)
 
 
  Details
10/4/2024 Cogent Communications CCOI Maintain Neutral
(N/A)
 
 
  Details
10/2/2024 Equinix EQIX Maintain Buy
(N/A)
 
 
  Details
9/30/2024 IBM IBM Maintain Buy
(N/A)
 
 
  Details
9/26/2024 Accenture plc ACN Maintain Neutral
(N/A)
 
 
  Details
9/26/2024 Equinix EQIX Maintain Buy
(N/A)
 
 
  Details
9/9/2024 IBM IBM Maintain Conviction Buy
(N/A)
 
 
  Details
9/9/2024 Cogent Communications CCOI Maintain Neutral
(N/A)
 
 
  Details
9/9/2024 Verizon Communications VZ Maintain Buy
(N/A)
 
 
  Details
8/8/2024 Cogent Communications CCOI Maintain Neutral
(N/A)
 
 
  Details
8/7/2024 Lumen LUMN Upgrade Neutral
(Sell)
2.59
(6.91)
166.8% Details
8/5/2024 Frontier Communications FYBR Maintain Buy
(N/A)
 
 
  Details
7/1/2024 Lumen LUMN New Coverage Sell
(N/A)
1.10
(2.59)
135.45% Details
7/1/2024 Cogent Communications CCOI New Coverage Neutral
(N/A)
56.44
(9.98)
-82.32% Details
7/1/2024 Altice-USA ATUS New Coverage Sell
(N/A)
2.04
(1.79)
-12.25% Details
7/1/2024 Charter Communications CHTR New Coverage Sell
(N/A)
298.96
(151.38)
-49.36% Details
7/1/2024 Frontier Communications FYBR New Coverage Buy
(N/A)
26.18
(38.49)
47.02% Details
7/1/2024 American Tower AMT New Coverage Buy
(N/A)
194.38
(177.75)
-8.56% Details
7/1/2024 Equinix EQIX New Coverage Buy
(N/A)
756.60
(1040.83)
37.57% Details
7/1/2024 Digital Realty Trust DLR New Coverage Buy
(N/A)
152.05
(187.79)
23.51% Details
7/1/2024 T-Mobile US, TMUS New Coverage Buy
(N/A)
176.18
(188.02)
6.72% Details
7/1/2024 AT&T T New Coverage Buy
(N/A)
19.11
(26.19)
37.05% Details
7/1/2024 Verizon Communications VZ New Coverage Buy
(N/A)
41.24
(50.59)
22.67% Details
6/24/2024 EPAM Systems EPAM New Coverage Neutral
(N/A)
181.80
(119.88)
-34.06% Details
6/24/2024 Cognizant Technology Solutions CTSH New Coverage Neutral
(N/A)
68.14
(64.64)
-5.14% Details
6/24/2024 Accenture plc ACN New Coverage Neutral
(N/A)
306.16
(193.12)
-36.92% Details
6/24/2024 TaskUs, Inc TASK New Coverage Sell
(N/A)
13.27
(8.08)
-39.11% Details
6/24/2024 Thoughtworks Holding TWKS New Coverage Sell
(N/A)
2.81
(4.47)
59.07% Details
6/24/2024 Globant S.A. GLOB New Coverage Buy
(N/A)
168.25
(132.84)
-21.05% Details
6/24/2024 IBM IBM New Coverage Buy
(N/A)
173.92
(234.71)
34.95% Details
9/24/2019 Global Payments GPN New Coverage Buy
(N/A)
161.62
(91.77)
-43.22% Details
8/7/2019 GreenSky LLC GSKY Maintain Neutral
(N/A)
 
 
  Details
7/31/2019 Verra Mobility VRRM New Coverage Neutral
(N/A)
13.81
(4.20)
-69.59% Details
7/25/2019 Fidelity National Information Services FIS New Coverage Buy
(N/A)
131.06
(42.28)
-67.74% Details
6/19/2019 Sabre Corporation SABR Downgrade Sell
(Neutral)
22.43
(2.06)
-90.82% Details
6/5/2019 WEX Inc. WEX Upgrade Buy
(Neutral)
185.96
(195.00)
4.86% Details
6/5/2019 FleetCor Technologies FLT Upgrade Buy
(Neutral)
250.27
(303.26)
21.17% Details
6/3/2019 Black Knight Inc. BKI Upgrade Buy
(Neutral)
56.75
(75.76)
33.5% Details
5/3/2019 Cognizant Technology Solutions CTSH Downgrade Neutral
(Buy)
72.18
(64.64)
-10.45% Details
5/2/2019 Visa V New Coverage Buy
(N/A)
162.79
(378.75)
132.66% Details
4/22/2019 DXC Technology DXC Downgrade Buy
(Conviction Buy)
64.58
(11.67)
-81.93% Details
4/17/2019 Total System Services TSS Upgrade Buy
(Neutral)
99.62
(133.27)
33.78% Details
1/17/2019 First Data Corporation FDC Downgrade Neutral
(Buy)
17.54
(31.69)
80.67% Details
1/8/2019 Global Payments GPN Upgrade Buy
(Neutral)
102.75
(161.62)
57.29% Details
12/11/2018 WEX Inc. WEX Downgrade Neutral
(Buy)
153.48
(185.96)
21.16% Details
12/11/2018 FleetCor Technologies FLT Downgrade Neutral
(Buy)
186.93
(250.27)
33.88% Details
12/11/2018 Fidelity National Information Services FIS Upgrade Buy
(Neutral)
104.62
(131.06)
25.27% Details
12/11/2018 Fiserv FISV Upgrade Buy
(Neutral)
74.74
(52.73)
-29.45% Details
11/26/2018 Cognizant Technology Solutions CTSH Upgrade Buy
(Neutral)
68.67
(72.18)
5.11% Details
11/8/2018 Square SQ Maintain Buy
(N/A)
 
 
  Details
11/7/2018 GreenSky LLC GSKY Downgrade Neutral
(Buy)
14.66
(10.20)
-30.42% Details
10/10/2018 IBM IBM Maintain Neutral
(N/A)
 
 
  Details
10/8/2018 Square SQ Maintain Buy
(Buy)
 
 
  Details
9/17/2018 MasterCard MA Upgrade Conviction Buy
(Buy)
217.22
(585.71)
169.64% Details
9/17/2018 Visa V Downgrade Buy
(Conviction Buy)
147.63
(162.79)
10.27% Details