Ratings by RBC Capital (Mitch Steves)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/1/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2021 | Semtech Corp. | SMTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/8/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2021 | Micron Technology | MU | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/25/2021 | Seagate Technology | STX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/23/2021 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/16/2021 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2021 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2021 | Ceragon Networks | CRNT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/3/2021 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2021 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/27/2021 | Maxim Integrated Products | MXIM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/27/2021 | Archer Daniels Midland | ADM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2021 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2021 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2020 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/21/2020 | Texas Instruments | TXN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/21/2020 | Seagate Technology | STX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/20/2020 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2020 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/30/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 7/23/2020 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2020 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2020 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Maxim Integrated Products | MXIM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/23/2020 | Seagate Technology | STX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/23/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2020 | Texas Instruments | TXN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/23/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2020 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/6/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2020 | Impinj Inc | PI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/18/2020 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2020 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2020 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | Seagate Technology | STX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/4/2020 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/3/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/23/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2019 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Ichor Holdings | ICHR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2019 | Seagate Technology | STX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/31/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/25/2019 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2019 | Texas Instruments | TXN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/7/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2019 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 8/15/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2019 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2019 | Impinj Inc | PI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2019 | Texas Instruments | TXN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/22/2019 | Qualcomm | QCOM | New Coverage | Sector Perform (N/A) |
74.37 (165.29) |
122.25% | Details | |
| 7/19/2019 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2019 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 7/1/2019 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2019 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2019 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 5/17/2019 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2019 | Seagate Technology | STX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2019 | Texas Instruments | TXN | New Coverage | Sector Perform (N/A) |
117.21 (270.00) |
130.36% | Details | |
| 4/30/2019 | Impinj Inc | PI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/26/2019 | Juniper Networks | JNPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/25/2019 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2019 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2019 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2019 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2019 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 4/9/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2019 | Ichor Holdings | ICHR | New Coverage | Outperform (N/A) |
21.72 (61.53) |
183.29% | Details | |
| 3/28/2019 | Seagate Technology | STX | New Coverage | Sector Perform (N/A) |
45.82 (834.99) |
1722.33% | Details | |
| 3/28/2019 | Western Digital Corp. | WDC | New Coverage | Outperform (N/A) |
45.38 (462.49) |
919.15% | Details | |
| 3/28/2019 | Micron Technology | MU | New Coverage | Outperform (N/A) |
39.23 (338.13) |
761.92% | Details | |
| 3/14/2019 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2019 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 2/20/2019 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2019 | Juniper Networks | JNPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2019 | Lam Research | LRCX | Upgrade | Outperform (Sector Perform) |
165.49 (214.38) |
29.54% | Details | |
| 1/29/2019 | Applied Materials | AMAT | Upgrade | Outperform (Sector Perform) |
39.19 (304.87) |
677.93% | Details | |
| 1/24/2019 | Lam Research | LRCX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/17/2019 | Plexus | PLXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/10/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/27/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2018 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2018 | Applied Materials | AMAT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/8/2018 | ARRIS Group | ARRS | Downgrade | Sector Perform (Outperform) |
27.79 (31.66) |
13.93% | Details | |
| 11/7/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | Benchmark | BHE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2018 | Impinj Inc | PI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2018 | Juniper Networks | JNPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/17/2018 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2018 | AMD | AMD | New Coverage | Outperform (N/A) |
31.02 (220.97) |
612.35% | Details | |
| 9/12/2018 | Lam Research | LRCX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/12/2018 | Applied Materials | AMAT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/30/2018 | Semtech Corp. | SMTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/23/2018 | Synopsys | SNPS | Maintain | Top Pick (N/A) |
|
Details | ||
| 8/17/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2018 | Applied Materials | AMAT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/16/2018 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details |
