Ratings by Jefferies (Mark Lipacis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
52.51 (243.32) |
363.38% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2023 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2023 | InterDigital Inc. | IDCC | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 6/21/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2023 | Rambus Inc. | RMBS | Upgrade | Buy (Hold) |
52.59 (91.24) |
73.49% | Details | |
| 5/17/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2023 | Luminar Technologies | LAZR | New Coverage | Buy (N/A) |
5.61 (0.19) |
-96.61% | Details | |
| 4/20/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2023 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2023 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Texas Industries | TXI | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2023 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2023 | Texas Industries | TXI | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2022 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2022 | InterDigital Inc. | IDCC | New Coverage | Buy (N/A) |
48.23 (342.42) |
609.97% | Details | |
| 11/9/2022 | GlobalFoundries Inc. | GFS | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2022 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2022 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | M/A-COM Technology Solutions | MTSI | Upgrade | Buy (Hold) |
51.41 (266.61) |
418.6% | Details | |
| 4/27/2022 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2022 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/16/2022 | Tower Semiconductor | TSEM | Downgrade | Hold (Buy) |
47.07 (222.59) |
372.89% | Details | |
| 2/8/2022 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2022 | Lam Research | LRCX | New Coverage | Buy (N/A) |
725.46 (314.00) |
-56.72% | Details | |
| 1/5/2022 | KLA Corporation | KLAC | New Coverage | Buy (N/A) |
435.09 (183.99) |
-57.71% | Details | |
| 1/5/2022 | Applied Materials | AMAT | New Coverage | Buy (N/A) |
159.93 (492.32) |
207.83% | Details | |
| 12/17/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2021 | Impinj Inc | PI | New Coverage | Buy (N/A) |
82.21 (165.54) |
101.36% | Details | |
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2021 | Tower Semiconductor | TSEM | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2021 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
64.27 (48.05) |
-25.24% | Details | |
| 11/22/2021 | Arteris, Inc | AIP | New Coverage | Buy (N/A) |
24.70 (23.89) |
-3.28% | Details | |
| 11/18/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2021 | Navitas Semiconductor | NVTS | New Coverage | Buy (N/A) |
17.60 (12.97) |
-26.31% | Details | |
| 11/9/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | MACOM Technology Solutions | MTSI | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | SkyWater Technology, Inc | SKYT | Downgrade | Hold (Buy) |
20.24 (32.46) |
60.38% | Details | |
| 8/3/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2021 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2021 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2021 | SkyWater Technology, Inc | SKYT | New Coverage | Buy (N/A) |
19.37 (32.46) |
67.58% | Details | |
| 5/13/2021 | TowerJazz | TSEM | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Maxim Integrated Products | MXIM | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2021 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2021 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2021 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/19/2021 | TowerJazz | TSEM | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2020 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
22.79 (37.16) |
63.05% | Details | |
| 11/13/2020 | TowerJazz | TSEM | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2020 | Maxim Integrated Products | MXIM | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2020 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2020 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2020 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | MACOM Technology Solutions | MTSI | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | Maxim Integrated Products | MXIM | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | STMicroelectronics | STM | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2020 | Rambus Inc. | RMBS | Maintain | Hold (N/A) |
|
Details | ||
| 6/9/2020 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2020 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Intel | INTC | Upgrade | Hold (Underperform) |
59.66 (90.07) |
50.97% | Details | |
| 1/6/2020 | STMicroelectronics | STM | New Coverage | Hold (N/A) |
27.33 (50.56) |
85% | Details | |
| 10/23/2019 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2019 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | M/A-COM Technology Solutions | MTSI | Downgrade | Hold (Buy) |
16.21 (266.61) |
1544.73% | Details | |
| 4/1/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2019 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2018 | Maxim Integrated Products | MXIM | Maintain | Buy (Buy) |
|
Details | ||
| 9/21/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details |
