Ratings by TD Cowen (Matthew Ramsay)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/9/2025 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | Ambarella | AMBA | Maintain | Hold (N/A) |
|
Details | ||
| 8/22/2024 | Wolfspeed | WOLF | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2024 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2024 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2024 | Wolfspeed | WOLF | Maintain | Hold (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 6/10/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Cirrus Logic | CRUS | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Wolfspeed | WOLF | Downgrade | Hold (Buy) |
26.11 (26.35) |
0.92% | Details | |
| 5/1/2024 | Skyworks Solutions | SWKS | Downgrade | Hold (Buy) |
106.59 (67.94) |
-36.26% | Details | |
| 3/21/2024 | Broadcom Limited | AVGO | Upgrade | Buy (Hold) |
1238.01 (364.03) |
-70.6% | Details | |
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 2/7/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2024 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/18/2024 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/18/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2023 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 12/5/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2023 | Silicon Labs | SLAB | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2023 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2023 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 8/30/2023 | Ambarella | AMBA | Downgrade | Hold (Buy) |
75.78 (72.45) |
-4.39% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Wolfspeed | WOLF | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2023 | CEVA Inc. | CEVA | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2023 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Silicon Labs | SLAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2023 | CEVA Inc. | CEVA | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 4/27/2023 | Silicon Labs | SLAB | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2023 | Wolfspeed | WOLF | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 3/2/2023 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | CEVA Inc. | CEVA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2023 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 12/12/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2022 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2022 | Intel | INTC | New Coverage | Hold (N/A) |
29.89 (92.13) |
208.23% | Details | |
| 11/9/2022 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2022 | Wolfspeed | WOLF | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2022 | Qorvo Inc | QRVO | Maintain | Hold (N/A) |
|
Details | ||
| 10/18/2022 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2022 | Wolfspeed | WOLF | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2022 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2022 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2022 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Arteris, Inc | AIP | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 3/15/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2022 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 1/18/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2021 | Arteris, Inc | AIP | New Coverage | Buy (N/A) |
24.10 (23.96) |
-0.58% | Details | |
| 11/12/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2021 | Silicon Labs | SLAB | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2021 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | DSP Group | DSPG | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2021 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2021 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | Intel | INTC | Upgrade | Buy (Hold) |
56.95 (92.13) |
61.77% | Details | |
| 12/9/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2020 | DSP Group | DSPG | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | STMicroelectronics | STM | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 7/14/2020 | CEVA Inc. | CEVA | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Antero Resources | AR | Maintain | Hold (N/A) |
|
Details | ||
| 7/14/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2020 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 6/23/2020 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Hold (Hold) |
|
Details | ||
| 6/3/2020 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2020 | Microchip Technology | MCHP | Maintain | Hold (Hold) |
|
Details | ||
| 4/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Maxim Integrated Products | MXIM | Maintain | Hold (N/A) |
|
Details | ||
| 3/6/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Hold (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2020 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2020 | Microchip Technology | MCHP | Maintain | Hold (N/A) |
|
Details | ||
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 12/11/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2019 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2019 | DSP Group | DSPG | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2019 | Maxim Integrated Products | MXIM | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2019 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2019 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2019 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 8/30/2019 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2019 | Maxim Integrated Products | MXIM | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2019 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2019 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2019 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2019 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2019 | Qualcomm | QCOM | Maintain | Buy (Buy) |
|
Details | ||
| 4/10/2019 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 4/10/2019 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Hold (N/A) |
|
Details | ||
| 2/22/2019 | Microchip Technology | MCHP | New Coverage | Hold (N/A) |
89.65 (75.81) |
-15.44% | Details | |
| 2/22/2019 | Maxim Integrated Products | MXIM | New Coverage | Hold (N/A) |
55.92 (103.14) |
84.44% | Details | |
| 2/22/2019 | Lattice Semiconductor | LSCC | New Coverage | Buy (N/A) |
11.75 (117.56) |
900.51% | Details | |
| 2/22/2019 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
22.59 (115.74) |
412.35% | Details | |
| 2/22/2019 | Broadcom Limited | AVGO | Downgrade | Hold (Buy) |
283.42 (364.03) |
28.44% | Details | |
| 2/15/2019 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 1/29/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2018 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2018 | Xilinx | XLNX | New Coverage | Hold (N/A) |
78.80 (194.92) |
147.36% | Details | |
| 9/7/2018 | NXP Semiconductors NV | NXPI | New Coverage | Buy (N/A) |
93.88 (222.97) |
137.51% | Details | |
| 9/4/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2018 | Ambarella | AMBA | Maintain | Buy (Buy) |
|
Details |
