Ratings by Seaport Global Securities (Jay Goldberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/22/2026 | SiTime Corp. | SITM | New Coverage | Neutral (N/A) |
638.32 (472.14) |
-26.03% | Details | |
| 9/22/2026 | Semtech Corp. | SMTC | New Coverage | Buy (N/A) |
177.37 (136.73) |
-22.91% | Details | |
| 9/22/2026 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
71.72 (72.02) |
0.42% | Details | |
| 9/22/2026 | Marvell | MRVL | New Coverage | Buy (N/A) |
257.38 (227.83) |
-11.48% | Details | |
| 8/20/2026 | Analog Devices | ADI | Upgrade | Buy (Neutral) |
373.26 (395.44) |
5.94% | Details | |
| 8/5/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2026 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2026 | Resideo Technologies | REZI | New Coverage | Buy (N/A) |
31.10 (16.46) |
-47.07% | Details | |
| 5/22/2026 | Texas Instruments | TXN | Upgrade | Buy (Neutral) |
298.39 (276.48) |
-7.34% | Details | |
| 5/6/2026 | AMD | AMD | Upgrade | Buy (Neutral) |
355.26 (528.75) |
48.83% | Details | |
| 5/4/2026 | Applied Materials | AMAT | New Coverage | Buy (N/A) |
389.08 (409.29) |
5.19% | Details | |
| 5/4/2026 | Lam Research | LRCX | New Coverage | Buy (N/A) |
256.72 (263.94) |
2.81% | Details | |
| 5/4/2026 | ACM Research, Inc. | ACMR | New Coverage | Buy (N/A) |
52.15 (53.10) |
1.82% | Details | |
| 4/8/2026 | Broadcom Limited | AVGO | Downgrade | Neutral (Buy) |
333.97 (328.75) |
-1.56% | Details | |
| 3/16/2026 | Qualcomm | QCOM | Downgrade | Sell (Neutral) |
129.82 (172.11) |
32.58% | Details | |
| 1/20/2026 | Intel | INTC | Upgrade | Buy (Neutral) |
46.96 (89.85) |
91.33% | 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 (165.47) |
83.02% | Details | |
| 9/15/2025 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
111.96 (61.39) |
-45.17% | 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 (227.80) |
64.48% | Details | |
| 7/21/2025 | Analog Devices | ADI | Upgrade | Neutral (Sell) |
241.85 (373.26) |
54.34% | 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 (395.44) |
105.24% | Details | |
| 4/30/2025 | Texas Instruments | TXN | New Coverage | Sell (N/A) |
160.77 (276.48) |
71.97% | 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 (328.75) |
71.97% | Details | |
| 4/30/2025 | NVIDIA | NVDA | New Coverage | Sell (N/A) |
109.02 (214.13) |
96.41% | Details |
