Ratings by Wells Fargo (Joe Quatrochi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/1/2026 | Advanced Energy Industries | AEIS | Upgrade | Overweight (Equal Weight) |
372.87 (284.05) |
-23.82% | Details | |
| 6/26/2026 | Synaptics | SYNA | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/22/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2026 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/9/2026 | Synaptics | SYNA | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2026 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2026 | NXP Semiconductors NV | NXPI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/1/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2026 | Synopsys | SNPS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/26/2026 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2026 | Synopsys | SNPS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/8/2026 | Allegro MicroSystems | ALGM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2026 | Arrow Electronics | ARW | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/8/2026 | Microchip Technology | MCHP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2026 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2026 | NXP Semiconductors NV | NXPI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/5/2026 | Advanced Energy Industries | AEIS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/1/2026 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Avnet | AVT | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/29/2026 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2026 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2026 | MaxLinear | MXL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/20/2026 | NXP Semiconductors NV | NXPI | Downgrade | Equal Weight (Overweight) |
216.03 (266.53) |
23.38% | Details | |
| 4/7/2026 | Advanced Energy Industries | AEIS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/1/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Synopsys | SNPS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/24/2026 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Allegro MicroSystems | ALGM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2026 | Advanced Energy Industries | AEIS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | Monolithic Power Systems | MPWR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | Microchip Technology | MCHP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/6/2026 | Arrow Electronics | ARW | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | MaxLinear | MXL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/30/2026 | Allegro MicroSystems | ALGM | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2026 | Texas Instruments | TXn | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/23/2026 | Synaptics | SYNA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/23/2026 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/23/2026 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/15/2026 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/15/2026 | Synaptics | SYNA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/15/2026 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/15/2026 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/15/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/15/2026 | Analog Devices | ADI | Upgrade | Overweight (Equal Weight) |
297.99 (375.36) |
25.96% | Details | |
| 1/15/2026 | Monolithic Power Systems | MPWR | Upgrade | Overweight (Equal Weight) |
983.60 (1312.00) |
33.39% | Details | |
| 1/6/2026 | Microchip Technology | MCHP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 12/19/2025 | Synaptics | SYNA | New Coverage | Overweight (N/A) |
73.84 (114.05) |
54.46% | Details | |
| 12/15/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/11/2025 | Synopsys | SNPS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/26/2025 | Analog Devices | ADI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/25/2025 | Synopsys | SNPS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Microchip Technology | MCHP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Monolithic Power Systems | MPWR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/31/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/28/2025 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/22/2025 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | Monolithic Power Systems | MPWR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/8/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/2/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2025 | Microchip Technology | MCHP | New Coverage | Equal Weight (N/A) |
65.02 (80.96) |
24.52% | Details | |
| 9/10/2025 | Synopsys | SNPS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/28/2025 | Synopsys | SNPS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Monolithic Power Systems | MPWR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/29/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2025 | MaxLinear | MXL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/23/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/21/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2025 | Texas Instruments | TXN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/16/2025 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2025 | Monolithic Power Systems | MPWR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2025 | MaxLinear | MXL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/16/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/16/2025 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/16/2025 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/16/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/16/2025 | Monolithic Power Systems | MPWR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/16/2025 | Analog Devices | ADI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/16/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/19/2025 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/9/2025 | Allegro MicroSystems | ALGM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | Amphastar Pharmaceuticals | AMPH | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2025 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | MaxLinear | MXL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/4/2025 | Analog Devices | ADI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/21/2025 | Monolithic Power Systems | MPWR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/28/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2025 | Amphastar Pharmaceuticals | AMPH | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2025 | Synopsys | SNPS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/20/2025 | Analog Devices | ADI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/14/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | (N/A) |
|
Details | ||
| 2/7/2025 | Monolithic Power Systems | MPWR | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | MaxLinear | MXL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/17/2025 | Texas Instruments | TXN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/6/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Cadence Designs | CDNS | New Coverage | Overweight (N/A) |
306.51 (330.11) |
7.7% | Details | |
| 11/22/2024 | Allegro MicroSystems | ALGM | New Coverage | Overweight (N/A) |
20.75 (46.48) |
124% | Details | |
| 11/22/2024 | NXP Semiconductors NV | NXPI | New Coverage | Overweight (N/A) |
224.57 (266.53) |
18.68% | Details | |
| 11/22/2024 | MaxLinear | MXL | New Coverage | Equal Weight (N/A) |
15.74 (71.84) |
356.42% | Details | |
| 11/22/2024 | Monolithic Power Systems | MPWR | New Coverage | Equal Weight (N/A) |
572.47 (983.60) |
71.82% | Details | |
| 11/22/2024 | Analog Devices | ADI | New Coverage | Equal Weight (N/A) |
213.96 (297.99) |
39.27% | Details | |
| 11/22/2024 | ON Semiconductor | ON | New Coverage | Overweight (N/A) |
68.47 (87.37) |
27.6% | Details | |
| 11/22/2024 | Synopsys | SNPS | New Coverage | Equal Weight (N/A) |
557.94 (384.28) |
-31.13% | Details | |
| 11/22/2024 | Amphastar Pharmaceuticals | AMPH | New Coverage | Overweight (N/A) |
44.55 (18.32) |
-58.88% | Details | |
| 11/22/2024 | Arm Holdings | ARM | New Coverage | Overweight (N/A) |
133.14 (267.19) |
100.68% | Details | |
| 11/22/2024 | Texas Instruments | TXN | New Coverage | Equal Weight (N/A) |
198.20 (284.02) |
43.3% | Details | |
| 11/15/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2023 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details |
