Ratings by Susquehanna (Mehdi Hosseini)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
10/1/2026 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/29/2026 Dell DELL Maintain Positive
(N/A)
 
 
  Details
9/3/2026 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
8/27/2026 Everpure P Maintain Positive
(N/A)
 
 
  Details
8/19/2026 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
8/10/2026 Cloudflare Inc. NET Maintain Neutral
(N/A)
 
 
  Details
8/10/2026 Everpure P Upgrade Positive
(Neutral)
90.05
(124.01)
37.71% Details
7/31/2026 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
7/31/2026 Universal Display OLED Maintain Neutral
(N/A)
 
 
  Details
7/31/2026 Astera Labs ALAB Maintain Neutral
(N/A)
 
 
  Details
7/29/2026 Seagate Technology STX Maintain Neutral
(N/A)
 
 
  Details
7/29/2026 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
7/23/2026 SanDisk SNDK Maintain Positive
(N/A)
 
 
  Details
7/16/2026 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
7/8/2026 Seagate Technology STX Maintain Neutral
(N/A)
 
 
  Details
7/1/2026 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
6/30/2026 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
6/30/2026 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
6/30/2026 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
6/30/2026 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
6/30/2026 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
6/25/2026 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
6/22/2026 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
6/2/2026 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
5/29/2026 SanDisk SNDK Maintain Positive
(N/A)
 
 
  Details
5/29/2026 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
5/29/2026 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
5/29/2026 Dell DELL Upgrade Positive
(Neutral)
317.05
(451.71)
42.47% Details
5/18/2026 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
5/11/2026 Cloudflare Inc. NET Maintain Neutral
(N/A)
 
 
  Details
5/11/2026 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
5/7/2026 Corning GLW Maintain Positive
(N/A)
 
 
  Details
5/6/2026 Astera Labs ALAB Maintain Neutral
(N/A)
 
 
  Details
5/5/2026 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
5/1/2026 SanDisk SNDK Maintain Positive
(N/A)
 
 
  Details
4/30/2026 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
4/30/2026 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
4/30/2026 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
4/29/2026 Seagate Technology STX Maintain Neutral
(N/A)
 
 
  Details
4/29/2026 Corning GLW Maintain Positive
(N/A)
 
 
  Details
4/29/2026 Celestica CLS Maintain Positive
(N/A)
 
 
  Details
4/28/2026 Sanmina-SCI Corp. SANM Maintain Neutral
(N/A)
 
 
  Details
4/28/2026 Rambus Inc. RMBS Maintain Neutral
(N/A)
 
 
  Details
4/23/2026 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
4/9/2026 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
4/9/2026 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
4/9/2026 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
4/1/2026 Sanmina-SCI Corp. SANM New Coverage Neutral
(N/A)
129.64
(175.67)
35.51% Details
4/1/2026 Celestica CLS New Coverage Positive
(N/A)
281.68
(303.81)
7.86% Details
4/1/2026 Arista Networks ANET Maintain Positive
(N/A)
 
 
  Details
3/9/2026 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
3/9/2026 AGI Inc AGBK New Coverage Positive
(N/A)
10.50
(7.34)
-30.1% Details
2/24/2026 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
2/11/2026 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
2/4/2026 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
2/4/2026 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
2/3/2026 Rambus Inc. RMBS Maintain Neutral
(N/A)
 
 
  Details
1/29/2026 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
1/29/2026 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
1/29/2026 Corning GLW Maintain Positive
(N/A)
 
 
  Details
1/22/2026 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
1/16/2026 Seagate Technology STX Upgrade Neutral
(Negative)
320.32
(639.01)
99.49% Details
1/15/2026 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
1/12/2026 Advanced Energy Industries AEIS Upgrade Positive
(Neutral)
210.99
(238.05)
12.83% Details
1/12/2026 Applied Materials AMAT Upgrade Positive
(Neutral)
281.64
(409.29)
45.32% Details
12/8/2025 SanDisk SNDK Maintain Positive
(N/A)
 
 
  Details
12/8/2025 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
12/3/2025 Pure Storage PSTG Downgrade Neutral
(Positive)
94.72
(67.80)
-28.42% Details
11/25/2025 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
11/7/2025 SanDisk SNDK Maintain Positive
(N/A)
 
 
  Details
11/6/2025 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
11/6/2025 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
11/3/2025 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
11/3/2025 Cloudflare Inc. NET Maintain Neutral
(N/A)
 
 
  Details
10/30/2025 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
10/30/2025 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
10/30/2025 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
10/30/2025 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
10/29/2025 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
10/29/2025 Corning GLW Maintain Positive
(N/A)
 
 
  Details
10/23/2025 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
10/22/2025 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
10/10/2025 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
10/10/2025 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
10/6/2025 Rambus Inc. RMBS Downgrade Neutral
(Positive)
99.99
(87.25)
-12.74% Details
9/22/2025 Teradyne TER Maintain Negative
(N/A)
 
 
  Details
9/17/2025 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/4/2025 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
8/13/2025 Dell DELL Maintain Neutral
(N/A)
 
 
  Details
8/8/2025 Viavi Solutions VIAV Upgrade Positive
(Neutral)
10.16
(33.38)
228.54% Details
8/7/2025 Astera Labs ALAB Maintain Neutral
(N/A)
 
 
  Details
8/6/2025 GlobalFoundries Inc. GFS Maintain Neutral
(N/A)
 
 
  Details
8/6/2025 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
8/1/2025 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
7/30/2025 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
7/30/2025 Corning GLW Maintain Positive
(N/A)
 
 
  Details
7/29/2025 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
7/23/2025 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
7/22/2025 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
7/14/2025 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
6/26/2025 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
6/17/2025 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
5/29/2025 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
5/21/2025 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
5/16/2025 Astera Labs ALAB New Coverage Neutral
(N/A)
92.19
(285.82)
210.03% Details
5/12/2025 Cloudflare Inc. NET Maintain Neutral
(N/A)
 
 
  Details
4/30/2025 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
4/17/2025 Taiwan Semi TSM Maintain Positive
(N/A)
 
 
  Details
4/16/2025 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
4/3/2025 SanDisk SNDK New Coverage Positive
(N/A)
48.11
(1299.30)
2600.69% Details
3/12/2025 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
3/7/2025 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
2/28/2025 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
2/28/2025 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
2/28/2025 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
2/28/2025 Dell DELL Maintain Neutral
(N/A)
 
 
  Details
2/21/2025 Universal Display OLED Maintain Neutral
(N/A)
 
 
  Details
2/20/2025 Lam Research LRCX Upgrade Positive
(Neutral)
87.66
(263.94)
201.1% Details
2/10/2025 Cloudflare Inc. NET Maintain Neutral
(N/A)
 
 
  Details
2/10/2025 NetApp NTAP Downgrade Neutral
(Positive)
122.91
(203.80)
65.81% Details
2/4/2025 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
1/22/2025 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
1/22/2025 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
1/22/2025 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
1/22/2025 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
12/16/2024 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
11/7/2024 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
11/1/2024 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
10/11/2024 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
10/11/2024 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
10/11/2024 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
10/11/2024 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
10/11/2024 Advanced Energy Industries AEIS Maintain Negative
(N/A)
 
 
  Details
10/1/2024 Coherent COHR Upgrade Positive
(Neutral)
88.91
(232.90)
161.95% Details
9/26/2024 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/20/2024 Corning GLW Maintain Positive
(N/A)
 
 
  Details
9/10/2024 Dell DELL New Coverage Neutral
(N/A)
105.89
(317.05)
199.41% Details
8/22/2024 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
8/21/2024 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
7/30/2024 Corning GLW Maintain Positive
(N/A)
 
 
  Details
7/26/2024 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
7/26/2024 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
7/25/2024 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
7/24/2024 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
7/17/2024 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
7/11/2024 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Positive
(N/A)
 
 
  Details
7/11/2024 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
6/17/2024 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Positive
(N/A)
 
 
  Details
6/17/2024 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
6/12/2024 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
6/5/2024 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
5/31/2024 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
5/30/2024 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
5/22/2024 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
5/21/2024 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
5/16/2024 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
5/3/2024 Viavi Solutions VIAV Downgrade Negative
(Positive)
8.02
(33.38)
316.21% Details
5/2/2024 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
4/26/2024 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
4/25/2024 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
4/11/2024 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
4/10/2024 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
4/10/2024 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
4/2/2024 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Positive
(N/A)
 
 
  Details
3/7/2024 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
3/5/2024 GlobalFoundries Inc. GFS Downgrade Neutral
(Positive)
54.62
(46.68)
-14.54% Details
2/16/2024 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
2/14/2024 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
2/7/2024 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
2/1/2024 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
1/30/2024 Super Micro Computer SMCI Maintain Negative
(N/A)
 
 
  Details
1/29/2024 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
1/29/2024 KLA Corporation KLAC Downgrade Neutral
(Positive)
599.37
(165.74)
-72.35% Details
1/26/2024 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
1/23/2024 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
1/16/2024 Universal Display OLED Maintain Neutral
(N/A)
 
 
  Details
1/16/2024 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
1/16/2024 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
1/16/2024 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
1/16/2024 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
12/18/2023 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
12/11/2023 Super Micro Computer SMCI Downgrade Negative
(Neutral)
272.65
(31.63)
-88.4% Details
12/1/2023 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
11/8/2023 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
11/2/2023 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
11/1/2023 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
9/5/2023 NetApp NTAP Upgrade Positive
(Neutral)
77.60
(203.80)
162.63% Details
8/21/2023 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
8/17/2023 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
8/10/2023 Super Micro Computer SMCI Maintain Neutral
(N/A)
 
 
  Details
8/4/2023 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
8/4/2023 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
7/28/2023 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
7/28/2023 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
7/27/2023 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
7/27/2023 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
7/25/2023 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
7/21/2023 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
7/14/2023 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Positive
(N/A)
 
 
  Details
6/16/2023 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Positive
(N/A)
 
 
  Details
6/14/2023 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
5/19/2023 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
5/11/2023 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
5/5/2023 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
5/3/2023 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
5/3/2023 Super Micro Computer SMCI Maintain Neutral
(N/A)
 
 
  Details
4/25/2023 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
4/21/2023 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
4/19/2023 Silicon Motion Technology SIMO Maintain Positive
(N/A)
 
 
  Details
4/18/2023 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
4/17/2023 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Upgrade Positive
(Neutral)
87.20
(412.61)
373.18% Details
4/13/2023 National Instruments NATI Downgrade Neutral
(Positive)
57.68
(59.98)
3.99% Details
3/29/2023 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
3/13/2023 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Neutral
(N/A)
 
 
  Details
2/23/2023 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
2/15/2023 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
2/9/2023 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
2/3/2023 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
2/3/2023 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
2/2/2023 Corning GLW Maintain Positive
(N/A)
 
 
  Details
1/24/2023 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
1/23/2023 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
1/23/2023 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
1/23/2023 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
1/23/2023 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
1/23/2023 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
1/19/2023 Universal Display OLED Upgrade Neutral
(Negative)
127.69
(77.95)
-38.95% Details
12/1/2022 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
11/30/2022 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
11/30/2022 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
11/18/2022 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
11/18/2022 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
11/14/2022 ASML Inc. ASML Upgrade Positive
(Neutral)
576.44
(1641.52)
184.77% Details
11/10/2022 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
11/10/2022 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
11/9/2022 GlobalFoundries Inc. GFS Maintain Positive
(N/A)
 
 
  Details
11/2/2022 Super Micro Computer SMCI Maintain Neutral
(N/A)
 
 
  Details
11/2/2022 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
11/1/2022 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
10/27/2022 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
10/27/2022 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
10/27/2022 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
10/27/2022 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
10/27/2022 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
10/27/2022 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
10/26/2022 Corning GLW Maintain Positive
(N/A)
 
 
  Details
10/17/2022 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
10/17/2022 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
10/17/2022 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
10/17/2022 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
10/17/2022 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
10/17/2022 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
10/5/2022 Silicon Motion Technology SIMO Upgrade Positive
(Neutral)
69.20
(211.30)
205.35% Details
9/26/2022 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/19/2022 Super Micro Computer SMCI Downgrade Neutral
(Positive)
62.30
(31.63)
-49.23% Details
9/19/2022 NetApp NTAP Downgrade Neutral
(Positive)
68.68
(203.80)
196.74% Details
9/9/2022 Corning GLW Maintain Positive
(N/A)
 
 
  Details
8/15/2022 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Neutral
(N/A)
 
 
  Details
8/5/2022 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
7/28/2022 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
7/27/2022 Corning GLW Maintain Positive
(N/A)
 
 
  Details
7/22/2022 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
7/14/2022 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Neutral
(N/A)
 
 
  Details
6/2/2022 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
5/26/2022 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
5/17/2022 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Neutral
(N/A)
 
 
  Details
5/5/2022 Silicon Motion Technology SIMO Downgrade Neutral
(Positive)
81.20
(69.20)
-14.78% Details
5/5/2022 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
5/3/2022 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
4/28/2022 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
4/14/2022 Seagate Technology STX Downgrade Negative
(Neutral)
84.10
(320.32)
280.88% Details
3/14/2022 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
3/14/2022 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
3/14/2022 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
3/14/2022 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
2/24/2022 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
2/14/2022 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
1/28/2022 Teradyne TER Maintain Positive
(N/A)
 
 
  Details
1/28/2022 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
1/28/2022 National Instruments NATI Upgrade Positive
(Neutral)
38.78
(59.98)
54.67% Details
1/28/2022 Corning GLW Upgrade Positive
(Neutral)
40.56
(132.00)
225.44% Details
1/27/2022 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
1/20/2022 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
12/30/2021 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
12/15/2021 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
12/2/2021 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
12/1/2021 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
11/30/2021 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
11/9/2021 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
11/9/2021 GlobalFoundries Inc. GFS New Coverage Positive
(N/A)
59.36
(46.68)
-21.36% Details
10/29/2021 National Instruments NATI Maintain Neutral
(N/A)
 
 
  Details
10/29/2021 Silicon Motion Technology SIMO Upgrade Positive
(Neutral)
69.72
(211.30)
203.07% Details
10/28/2021 KLA Corporation KLAC Maintain Positive
(N/A)
 
 
  Details
10/27/2021 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
10/22/2021 Seagate Technology STX Maintain Neutral
(N/A)
 
 
  Details
10/21/2021 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
10/21/2021 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
9/29/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/23/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/22/2021 Coherent COHR Downgrade Neutral
(Positive)
250.76
(232.90)
-7.12% Details
9/14/2021 KLA Corporation KLAC Upgrade Positive
(Neutral)
355.60
(165.74)
-53.39% Details
9/14/2021 Advanced Energy Industries AEIS Downgrade Neutral
(Positive)
88.08
(238.05)
170.27% Details
9/14/2021 Lam Research LRCX Downgrade Neutral
(Positive)
608.77
(263.94)
-56.64% Details
9/14/2021 Applied Materials AMAT Downgrade Neutral
(Positive)
139.44
(409.29)
193.52% Details
9/2/2021 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
8/25/2021 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
8/11/2021 Super Micro Computer SMCI Maintain Positive
(N/A)
 
 
  Details
8/5/2021 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
8/2/2021 Silicon Motion Technology SIMO Maintain Neutral
(N/A)
 
 
  Details
7/30/2021 National Instruments NATI Maintain Neutral
(N/A)
 
 
  Details
7/29/2021 Teradyne TER Upgrade Positive
(Neutral)
122.08
(325.00)
166.22% Details
7/22/2021 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
7/21/2021 Seagate Technology STX Maintain Neutral
(N/A)
 
 
  Details
6/30/2021 Teradyne TER Maintain Neutral
(N/A)
 
 
  Details
6/30/2021 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Upgrade Neutral
(Negative)
120.23
(412.61)
243.18% Details
6/25/2021 Rambus Inc. RMBS Maintain Positive
(N/A)
 
 
  Details
6/23/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
6/11/2021 Seagate Technology STX Upgrade Neutral
(Negative)
97.46
(639.01)
555.66% Details
6/3/2021 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
6/2/2021 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
6/1/2021 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
5/27/2021 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
5/21/2021 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
5/7/2021 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
5/7/2021 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
5/6/2021 Silicon Motion Technology SIMO Maintain Neutral
(N/A)
 
 
  Details
5/5/2021 Super Micro Computer SMCI Maintain Positive
(N/A)
 
 
  Details
4/30/2021 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
4/30/2021 Rambus Inc. RMBS New Coverage Positive
(N/A)
19.34
(99.99)
417.01% Details
4/28/2021 Teradyne TER Maintain Neutral
(N/A)
 
 
  Details
4/23/2021 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
4/22/2021 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
4/22/2021 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
4/19/2021 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
4/1/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
3/16/2021 Taiwan Semiconductor Manufacturing Co. Ltd. TSM Maintain Negative
(N/A)
 
 
  Details
3/3/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
3/3/2021 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
3/3/2021 Nutanix NTNX Maintain Positive
(N/A)
 
 
  Details
2/25/2021 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
2/24/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
2/19/2021 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
2/19/2021 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
2/19/2021 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
2/17/2021 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
2/4/2021 Silicon Motion Technology SIMO Maintain Neutral
(N/A)
 
 
  Details
2/3/2021 Super Micro Computer SMCI Maintain Positive
(N/A)
 
 
  Details
2/3/2021 Viavi Solutions VIAV Maintain Positive
(N/A)
 
 
  Details
1/29/2021 National Instruments NATI Maintain Neutral
(N/A)
 
 
  Details
1/28/2021 Teradyne TER Maintain Neutral
(N/A)
 
 
  Details
1/28/2021 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
1/8/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
1/7/2021 ASML Inc. ASML Maintain Neutral
(N/A)
 
 
  Details
1/7/2021 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
1/7/2021 KLA Corporation KLAC Maintain Neutral
(N/A)
 
 
  Details
1/7/2021 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
1/5/2021 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
12/2/2020 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
12/2/2020 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
11/19/2020 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
11/13/2020 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
11/11/2020 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
11/5/2020 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
11/3/2020 Silicon Motion Technology SIMO Maintain Neutral
(N/A)
 
 
  Details
10/23/2020 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
10/22/2020 Teradyne TER Upgrade Neutral
(Negative)
92.07
(325.00)
252.99% Details
10/16/2020 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
9/11/2020 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
8/21/2020 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
8/21/2020 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
8/14/2020 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
8/12/2020 Super Micro Computer SMCI Maintain Positive
(N/A)
 
 
  Details
8/5/2020 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
7/30/2020 Silicon Motion Technology SIMO Maintain Neutral
(N/A)
 
 
  Details
7/30/2020 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
7/30/2020 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
7/30/2020 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
7/28/2020 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
7/22/2020 Teradyne TER Maintain Negative
(N/A)
 
 
  Details
7/10/2020 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
6/18/2020 Keysight Technologies KEYS Maintain Positive
(Positive)
 
 
  Details
6/11/2020 Pure Storage PSTG Maintain Positive
(N/A)
 
 
  Details
6/10/2020 National Instruments NATI Maintain Neutral
(N/A)
 
 
  Details
5/29/2020 Pure Storage PSTG Maintain Positive
(Positive)
 
 
  Details
5/28/2020 NetApp NTAP Maintain Positive
(Positive)
 
 
  Details
5/28/2020 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
5/27/2020 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
5/15/2020 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
5/8/2020 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
5/1/2020 National Instruments NATI Maintain Neutral
(N/A)
 
 
  Details
4/29/2020 Silicon Motion Technology SIMO Maintain Neutral
(N/A)
 
 
  Details
4/28/2020 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
4/3/2020 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
3/23/2020 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
2/24/2020 Keysight Technologies KEYS Maintain Positive
(N/A)
 
 
  Details
2/21/2020 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
2/18/2020 Advanced Energy Industries AEIS Maintain Positive
(N/A)
 
 
  Details
2/10/2020 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
2/10/2020 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
2/6/2020 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
2/6/2020 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
2/4/2020 Super Micro Computer SMCI New Coverage Positive
(N/A)
28.66
(31.63)
10.36% Details
1/30/2020 Lam Research LRCX Upgrade Positive
(Neutral)
298.22
(263.94)
-11.49% Details
1/24/2020 Teradyne TER Downgrade Negative
(Neutral)
76.21
(325.00)
326.45% Details
1/21/2020 Universal Display OLED Maintain Negative
(N/A)
 
 
  Details
1/6/2020 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
12/16/2019 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
12/16/2019 Coherent COHR Upgrade Positive
(Neutral)
156.87
(250.76)
59.85% Details
12/16/2019 Micron Technology MU Upgrade Positive
(Neutral)
51.20
(878.84)
1616.48% Details
11/15/2019 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
11/14/2019 NetApp NTAP Maintain Positive
(N/A)
 
 
  Details
11/11/2019 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
10/29/2019 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
10/24/2019 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 National Instruments NATI New Coverage Neutral
(N/A)
40.28
(38.78)
-3.72% Details
10/18/2019 Keysight Technologies KEYS New Coverage Positive
(N/A)
95.59
(331.21)
246.49% Details
10/17/2019 Viavi Solutions VIAV New Coverage Positive
(N/A)
14.76
(33.38)
126.15% Details
9/27/2019 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
9/23/2019 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
9/23/2019 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
9/17/2019 Corning GLW Maintain Neutral
(N/A)
 
 
  Details
9/12/2019 Universal Display OLED Downgrade Negative
(Neutral)
193.16
(77.95)
-59.64% Details
9/9/2019 NetApp NTAP Upgrade Positive
(Neutral)
51.98
(203.80)
292.07% Details
9/9/2019 Pure Storage PSTG Upgrade Positive
(Neutral)
17.11
(94.72)
453.59% Details
9/9/2019 Nutanix NTNX Upgrade Positive
(Negative)
23.96
(66.94)
179.38% Details
8/28/2019 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
8/27/2019 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
8/2/2019 Universal Display OLED Maintain Neutral
(N/A)
 
 
  Details
8/2/2019 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
8/1/2019 Corning GLW Downgrade Neutral
(Positive)
31.40
(132.00)
320.38% Details
7/31/2019 Coherent COHR Maintain Neutral
(N/A)
 
 
  Details
6/17/2019 Seagate Technology STX Maintain Negative
(N/A)
 
 
  Details
6/3/2019 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
5/31/2019 Nutanix NTNX Maintain Negative
(N/A)
 
 
  Details
5/23/2019 NetApp NTAP Maintain Neutral
(Neutral)
 
 
  Details
5/15/2019 Applied Materials AMAT Upgrade Positive
(Neutral)
39.09
(409.29)
947.05% Details
5/15/2019 Advanced Energy Industries AEIS Upgrade Positive
(Neutral)
47.27
(238.05)
403.6% Details
5/7/2019 KLA-Tencor KLAC Maintain Neutral
(N/A)
 
 
  Details
5/3/2019 Universal Display OLED Maintain Neutral
(N/A)
 
 
  Details
5/2/2019 Corning GLW Maintain Positive
(N/A)
 
 
  Details
4/29/2019 Universal Display OLED Downgrade Neutral
(Positive)
163.34
(193.16)
18.26% Details
4/29/2019 Coherent COHR Downgrade Neutral
(Positive)
152.71
(156.87)
2.72% Details
4/25/2019 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
3/26/2019 Universal Display OLED Maintain Positive
(N/A)
 
 
  Details
2/22/2019 Universal Display OLED Maintain Positive
(Positive)
 
 
  Details
2/19/2019 Universal Display OLED Maintain Positive
(N/A)
 
 
  Details
2/15/2019 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
2/14/2019 NetApp NTAP Maintain Neutral
(N/A)
 
 
  Details
1/29/2019 Corning GLW Maintain Positive
(N/A)
 
 
  Details
12/10/2018 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
12/6/2018 HP Enterprise HPE Maintain Neutral
(N/A)
 
 
  Details
11/20/2018 Pure Storage PSTG Maintain Neutral
(N/A)
 
 
  Details
11/2/2018 Universal Display OLED Maintain Positive
(N/A)
 
 
  Details
10/30/2018 Advanced Energy Industries AEIS Maintain Neutral
(N/A)
 
 
  Details
10/25/2018 Teradyne TER Maintain Neutral
(N/A)
 
 
  Details
10/23/2018 Seagate Technology STX Downgrade Negative
(Neutral)
43.81
(639.01)
1358.59% Details
10/23/2018 Micron Technology MU Downgrade Neutral
(Positive)
39.76
(51.20)
28.77% Details
10/23/2018 NetApp NTAP Downgrade Neutral
(Positive)
77.57
(51.98)
-32.99% Details
10/23/2018 Lam Research LRCX Downgrade Neutral
(Positive)
145.20
(298.22)
105.39% Details
10/23/2018 ASML Inc. ASML Downgrade Neutral
(Positive)
176.33
(1641.52)
830.94% Details
10/23/2018 Applied Materials AMAT Downgrade Neutral
(Positive)
33.53
(39.09)
16.58% Details
10/10/2018 Coherent COHR Maintain Positive
(N/A)
 
 
  Details
10/10/2018 Universal Display OLED Maintain Positive
(N/A)
 
 
  Details
10/3/2018 Applied Materials AMAT Maintain Positive
(N/A)
 
 
  Details
10/3/2018 Lam Research LRCX Maintain Positive
(N/A)
 
 
  Details
9/24/2018 Nutanix NTNX Downgrade Negative
(Neutral)
48.01
(23.96)
-50.09% Details
9/10/2018 Micron Technology MU Maintain Positive
(N/A)
 
 
  Details
9/4/2018 ASML Inc. ASML Maintain Positive
(N/A)
 
 
  Details
8/31/2018 Nutanix NTNX Maintain Neutral
(N/A)
 
 
  Details