Ratings by Credit Suisse (John Pitzer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/30/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2022 | Rambus Inc. | RMBS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2022 | ON Semiconductor | ON | Maintain | Underperform (N/A) |
|
Details | ||
| 1/28/2022 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2021 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2021 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2021 | Keysight Technologies | KEYS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
64.27 (47.33) |
-26.36% | Details | |
| 11/18/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | Rambus Inc. | RMBS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Underperform (N/A) |
|
Details | ||
| 10/28/2021 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2021 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Rambus Inc. | RMBS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2021 | ON Semiconductor | ON | Maintain | Underperform (N/A) |
|
Details | ||
| 7/6/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | Brooks Automation Inc. | BRKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2021 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2021 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2021 | Lam Research | LRCX | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/13/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2021 | Applied Materials | AMAT | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/29/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2021 | Atotech | ATC | New Coverage | Outperform (N/A) |
21.07 (23.09) |
9.59% | Details | |
| 3/17/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2021 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2021 | Keysight Technologies | KEYS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2021 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2020 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2020 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | Allegro MicroSystems | ALGM | New Coverage | Outperform (N/A) |
22.79 (37.19) |
63.19% | Details | |
| 11/13/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2020 | Brooks Automation Inc. | BRKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2020 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2020 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | Marvell | MRVL | New Coverage | Outperform (N/A) |
35.61 (251.01) |
604.89% | Details | |
| 8/20/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2020 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2020 | Maxim Integrated Products | MXIM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2020 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
300.25 (364.03) |
21.24% | Details | |
| 5/21/2020 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
35.88 (216.85) |
504.38% | Details | |
| 5/12/2020 | ON Semiconductor | ON | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2020 | Maxim Integrated Products | MXIM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAt | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2020 | Brooks Automation Inc. | BRKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2020 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Brooks Automation Inc. | BRKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | KLA-Tencor | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2019 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2019 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/23/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Keysight Technologies | KEYS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2018 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
14.47 (35.88) |
147.96% | Details | |
| 11/20/2018 | Brooks Automation Inc. | BRKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2018 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2018 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
226.20 (300.25) |
32.74% | Details | |
| 11/2/2018 | Rudolph Technologies | RTEC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/25/2018 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2018 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2018 | Keysight Technologies | KEYS | Maintain | Outperform (N/A) |
|
Details |
