Ratings by Evercore ISI (Mark Lipacis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/30/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Quantinuum Inc | QNT | New Coverage | Outperform (N/A) |
75.57 (47.45) |
-37.21% | Details | |
| 6/26/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2026 | Credo Tech | CRDO | New Coverage | Outperform (N/A) |
271.83 (165.40) |
-39.15% | Details | |
| 6/5/2026 | FormFactor | FORM | Upgrade | Outperform (In Line) |
126.02 (96.73) |
-23.24% | Details | |
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Impinj Inc | PI | Maintain | In Line (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | FormFactor | FORM | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Upgrade | Outperform (In Line) |
66.78 (90.26) |
35.16% | Details | |
| 4/23/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Impinj Inc | PI | Downgrade | In Line (Outperform) |
153.83 (176.87) |
14.98% | Details | |
| 2/5/2026 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | FormFactor | FORM | Maintain | In Line (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | In Line (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | D-Wave Quantum Inc. | QBTS | New Coverage | Outperform (N/A) |
22.50 (16.39) |
-27.16% | Details | |
| 12/3/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2025 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | MACOM Technology Solutions | MTSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | FormFactor | FORM | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2025 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Intel | INTC | Maintain | In Line (N/A) |
|
Details | ||
| 12/2/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2024 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | Teradyne | TER | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Impinj Inc | PI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2024 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Impinj Inc | PI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Camtek | CAMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Onto Innovation Inc. | ONTO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | In Line (N/A) |
|
Details | ||
| 4/25/2024 | Impinj Inc | PI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2024 | Texas Instruments | TXN | New Coverage | Outperform (N/A) |
166.33 (256.96) |
54.49% | Details | |
| 4/16/2024 | Qualcomm | QCOM | New Coverage | In Line (N/A) |
171.29 (169.70) |
-0.93% | Details | |
| 4/16/2024 | Impinj Inc | PI | New Coverage | Outperform (N/A) |
119.98 (176.87) |
47.42% | Details | |
| 4/16/2024 | ON Semiconductor | ON | New Coverage | Outperform (N/A) |
66.64 (73.13) |
9.74% | Details | |
| 4/16/2024 | NXP Semiconductors NV | NXPI | New Coverage | Outperform (N/A) |
233.61 (228.91) |
-2.01% | Details | |
| 4/16/2024 | MACOM Technology Solutions | MTSI | New Coverage | Outperform (N/A) |
98.40 (261.45) |
165.7% | Details | |
| 4/16/2024 | Marvell | MRVL | New Coverage | Outperform (N/A) |
70.16 (206.20) |
193.9% | Details | |
| 4/16/2024 | Microchip Technology | MCHP | New Coverage | Outperform (N/A) |
85.64 (72.74) |
-15.06% | Details | |
| 4/16/2024 | Intel | INTC | New Coverage | In Line (N/A) |
35.69 (66.78) |
87.11% | Details | |
| 4/16/2024 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
49.38 (43.86) |
-11.18% | Details | |
| 4/16/2024 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
126.33 (232.26) |
83.85% | Details | |
| 4/16/2024 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
1344.07 (368.98) |
-72.55% | Details | |
| 4/16/2024 | AMD | AMD | New Coverage | Outperform (N/A) |
163.28 (457.77) |
180.36% | Details | |
| 4/16/2024 | Allegro MicroSystems | ALGM | New Coverage | Outperform (N/A) |
26.84 (35.38) |
31.82% | Details | |
| 4/16/2024 | Analog Devices | ADI | New Coverage | Outperform (N/A) |
192.27 (356.42) |
85.37% | Details | |
| 4/16/2024 | AMD | AMD | New Coverage | Outperform (N/A) |
163.28 (457.77) |
180.36% | Details | |
| 4/16/2024 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
957.04 (288.38) |
-69.87% | Details | |
| 4/16/2024 | Teradyne | TER | New Coverage | Outperform (N/A) |
105.87 (344.62) |
225.51% | Details | |
| 4/16/2024 | Onto Innovation Inc. | ONTO | New Coverage | Outperform (N/A) |
184.12 (256.17) |
39.13% | Details | |
| 4/16/2024 | Nova Measuring Instruments | NVMI | New Coverage | Outperform (N/A) |
170.48 (348.05) |
104.16% | Details | |
| 4/16/2024 | KLA Corporation | KLAC | New Coverage | Outperform (N/A) |
680.78 (171.86) |
-74.76% | Details | |
| 4/16/2024 | Camtek | CAMT | New Coverage | Outperform (N/A) |
78.53 (131.85) |
67.9% | Details | |
| 4/16/2024 | FormFactor | FORM | New Coverage | In Line (N/A) |
44.61 (126.02) |
182.49% | Details | |
| 4/16/2024 | ASML Inc. | ASML | New Coverage | Outperform (N/A) |
961.84 (1677.18) |
74.37% | Details | |
| 4/16/2024 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
207.86 (438.29) |
110.86% | Details | |
| 4/16/2024 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
88.19 (225.44) |
155.63% | Details | |
| 4/16/2024 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
72.73 (271.45) |
273.23% | Details |
