Ratings by Seaport Global Securities (Jay Goldberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/1/2026 | Resideo Technologies | REZI | New Coverage | Buy (N/A) |
31.10 (35.83) |
15.21% | Details | |
| 5/22/2026 | Texas Instruments | TXN | Upgrade | Buy (Neutral) |
298.39 (284.02) |
-4.82% | Details | |
| 5/6/2026 | AMD | AMD | Upgrade | Buy (Neutral) |
355.26 (495.76) |
39.55% | Details | |
| 5/4/2026 | Applied Materials | AMAT | New Coverage | Buy (N/A) |
389.08 (529.66) |
36.13% | Details | |
| 5/4/2026 | Lam Research | LRCX | New Coverage | Buy (N/A) |
256.72 (313.30) |
22.04% | Details | |
| 5/4/2026 | ACM Research, Inc. | ACMR | New Coverage | Buy (N/A) |
52.15 (83.92) |
60.92% | Details | |
| 4/8/2026 | Broadcom Limited | AVGO | Downgrade | Neutral (Buy) |
333.97 (370.83) |
11.04% | Details | |
| 3/16/2026 | Qualcomm | QCOM | Downgrade | Sell (Neutral) |
129.82 (171.78) |
32.32% | Details | |
| 1/20/2026 | Intel | INTC | Upgrade | Buy (Neutral) |
46.96 (95.04) |
102.39% | Details | |
| 12/1/2025 | NVIDIA | NVDA | Maintain | Sell (N/A) |
|
Details | ||
| 9/25/2025 | Intel | INTC | Upgrade | Neutral (Sell) |
29.34 (46.96) |
60.05% | Details | |
| 9/15/2025 | Nebius Group | NBIS | New Coverage | Neutral (N/A) |
90.41 (177.71) |
96.56% | Details | |
| 9/15/2025 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
111.96 (73.21) |
-34.61% | Details | |
| 9/4/2025 | AMD | AMD | Downgrade | Neutral (Buy) |
162.13 (355.26) |
119.12% | Details | |
| 8/11/2025 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
138.50 (267.19) |
92.92% | Details | |
| 7/21/2025 | Analog Devices | ADI | Upgrade | Neutral (Sell) |
241.85 (375.36) |
55.2% | Details | |
| 7/21/2025 | Texas Instruments | TXN | Upgrade | Neutral (Sell) |
216.62 (298.39) |
37.75% | Details | |
| 5/9/2025 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
145.10 (129.82) |
-10.53% | Details | |
| 4/30/2025 | Analog Devices | ADI | New Coverage | Sell (N/A) |
192.67 (375.36) |
94.82% | Details | |
| 4/30/2025 | Texas Instruments | TXN | New Coverage | Sell (N/A) |
160.77 (284.02) |
76.66% | Details | |
| 4/30/2025 | AMD | AMD | New Coverage | Buy (N/A) |
96.06 (162.13) |
68.78% | Details | |
| 4/30/2025 | Intel | INTC | New Coverage | Sell (N/A) |
20.34 (29.34) |
44.25% | Details | |
| 4/30/2025 | Broadcom Limited | AVGO | New Coverage | Buy (N/A) |
191.17 (370.83) |
93.98% | Details | |
| 4/30/2025 | NVIDIA | NVDA | New Coverage | Sell (N/A) |
109.02 (202.81) |
86.03% | Details |
