Ratings by William Blair (Sebastien Naji)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/11/2026 | Applied Materials | AMAT | New Coverage | Market Perform (N/A) |
539.14 (435.91) |
-19.15% | Details | |
| 8/4/2026 | SK Hynix | SKHY | New Coverage | Outperform (N/A) |
143.73 (163.68) |
13.88% | Details | |
| 7/24/2026 | AMD | AMD | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 7/9/2026 | AMD | AMD | New Coverage | Market Perform (N/A) |
517.41 (456.16) |
-11.84% | Details | |
| 6/2/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | Silicon Motion Technology | SIMO | New Coverage | Outperform (N/A) |
117.81 (235.70) |
100.07% | Details | |
| 1/22/2026 | Micron Technology | MU | New Coverage | Outperform (N/A) |
389.11 (958.16) |
146.24% | Details | |
| 1/22/2026 | Rambus Inc. | RMBS | New Coverage | Outperform (N/A) |
125.93 (84.34) |
-33.03% | Details | |
| 1/6/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Outperform (N/A) |
164.42 (164.17) |
-0.15% | Details | |
| 8/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
92.17 (282.82) |
206.85% | Details | |
| 5/8/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2025 | Marvell | MRVL | New Coverage | Outperform (N/A) |
109.69 (208.83) |
90.38% | Details | |
| 11/21/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2024 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
162.47 (357.16) |
119.83% | Details | |
| 9/18/2024 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
136.84 (242.59) |
77.28% | Details | |
| 9/18/2024 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
115.59 (228.45) |
97.64% | Details | |
| 9/10/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Upgrade | Outperform (Market Perform) |
112.42 (154.04) |
37.02% | Details |
