Ratings by RBC Capital (Srini Pajjuri)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/16/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/25/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/15/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/15/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/2/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/19/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | (N/A) |
|
Details | ||
| 2/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Silicon Labs | SLAB | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/2/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/15/2026 | SanDisk | SNDK | New Coverage | Sector Perform (N/A) |
389.81 (1354.82) |
247.56% | Details | |
| 1/15/2026 | Silicon Labs | SLAB | New Coverage | Sector Perform (N/A) |
146.45 (217.47) |
48.49% | Details | |
| 1/15/2026 | Broadcom Limited | AVGO | New Coverage | Sector Perform (N/A) |
354.61 (370.83) |
4.57% | Details | |
| 1/15/2026 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
185.81 (202.81) |
9.15% | Details | |
| 1/15/2026 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
304.87 (529.66) |
73.73% | Details | |
| 1/15/2026 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
107.84 (267.19) |
147.77% | Details | |
| 1/15/2026 | Marvell | MRVL | New Coverage | Outperform (N/A) |
83.05 (188.68) |
127.19% | Details | |
| 1/15/2026 | ASML Inc. | ASML | New Coverage | Outperform (N/A) |
1270.16 (1747.58) |
37.59% | Details | |
| 1/15/2026 | Intel | INTC | New Coverage | Sector Perform (N/A) |
47.29 (95.04) |
100.97% | Details | |
| 1/15/2026 | AMD | AMD | New Coverage | Sector Perform (N/A) |
220.97 (495.76) |
124.36% | Details | |
| 1/15/2026 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
214.38 (313.30) |
46.14% | Details | |
| 1/14/2026 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
180.56 (303.62) |
68.15% | Details | |
| 1/14/2026 | Lattice Semiconductor | LSCC | New Coverage | Outperform (N/A) |
86.30 (125.23) |
45.11% | Details | |
| 1/14/2026 | Micron Technology | MU | New Coverage | Outperform (N/A) |
338.13 (848.95) |
151.07% | Details | |
| 1/14/2026 | Qualcomm | QCOM | New Coverage | Sector Perform (N/A) |
165.29 (171.78) |
3.93% | Details | |
| 1/14/2026 | KLA Corporation | KLAC | New Coverage | Sector Perform (N/A) |
1441.82 (212.75) |
-85.24% | Details | |
| 1/14/2026 | Skyworks Solutions | SWKS | New Coverage | Sector Perform (N/A) |
58.50 (59.35) |
1.45% | Details |
