Ratings by Oppenheimer (Rick Schafer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2026 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2026 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Perform (N/A) |
|
Details | ||
| 9/30/2025 | Semtech Corp. | SMTC | Upgrade | Outperform (Perform) |
62.97 (135.23) |
114.75% | Details | |
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2024 | AMD | AMD | Maintain | Perform (Perform) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2023 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Valens Semiconductor Ltd. | VLN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Valens Semiconductor Ltd. | VLN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2023 | Texas Instruments | TXN | Downgrade | Perform (Outperform) |
156.72 (272.24) |
73.71% | Details | |
| 9/1/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | Valens Semiconductor Ltd. | VLN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2023 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2022 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2022 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | Semtech Corp. | SMTC | Downgrade | Perform (Outperform) |
46.19 (62.97) |
36.33% | Details | |
| 7/21/2022 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2022 | Intel | INTC | Maintain | Perform (N/A) |
|
Details | ||
| 6/15/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Qorvo Inc | QRVO | Downgrade | Perform (Outperform) |
151.72 (95.70) |
-36.92% | Details | |
| 12/3/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2021 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2021 | Valens Semiconductor Ltd. | VLN | New Coverage | Outperform (N/A) |
7.55 (1.83) |
-75.76% | Details | |
| 10/22/2021 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2021 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2021 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2021 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2021 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2021 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2021 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2021 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2021 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2021 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2020 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2020 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Upgrade | Outperform (Perform) |
115.28 (95.70) |
-16.98% | Details | |
| 7/24/2020 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2020 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Semtech Corp. | SMTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/29/2020 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2020 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2020 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2020 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2019 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2019 | Semtech Corp. | SMTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/12/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2019 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2019 | Marvell | MRVL | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/3/2019 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details |
