Ratings by RBC Capital (Srini Pajjuri)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/7/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2026 | Allegro MicroSystems | ALGM | New Coverage | Outperform (N/A) |
36.35 (31.69) |
-12.82% | Details | |
| 10/2/2026 | Onto Innovation Inc. | ONTO | New Coverage | Outperform (N/A) |
307.82 (198.67) |
-35.46% | Details | |
| 10/1/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/1/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/3/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/27/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2026 | SK Hynix | SKHY | New Coverage | Outperform (N/A) |
143.73 (131.69) |
-8.38% | Details | |
| 7/30/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/30/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/29/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
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 (1260.93) |
223.47% | Details | |
| 1/15/2026 | Silicon Labs | SLAB | New Coverage | Sector Perform (N/A) |
146.45 (221.12) |
50.99% | Details | |
| 1/15/2026 | Broadcom Limited | AVGO | New Coverage | Sector Perform (N/A) |
354.61 (323.24) |
-8.85% | Details | |
| 1/15/2026 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
185.81 (212.21) |
14.21% | Details | |
| 1/15/2026 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
304.87 (375.58) |
23.19% | Details | |
| 1/15/2026 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
107.84 (210.10) |
94.83% | Details | |
| 1/15/2026 | Marvell | MRVL | New Coverage | Outperform (N/A) |
83.05 (223.47) |
169.08% | Details | |
| 1/15/2026 | ASML Inc. | ASML | New Coverage | Outperform (N/A) |
1270.16 (1560.54) |
22.86% | Details | |
| 1/15/2026 | Intel | INTC | New Coverage | Sector Perform (N/A) |
47.29 (85.49) |
80.78% | Details | |
| 1/15/2026 | AMD | AMD | New Coverage | Sector Perform (N/A) |
220.97 (507.93) |
129.86% | Details | |
| 1/15/2026 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
214.38 (230.15) |
7.36% | Details | |
| 1/14/2026 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
180.56 (257.82) |
42.79% | Details | |
| 1/14/2026 | Lattice Semiconductor | LSCC | New Coverage | Outperform (N/A) |
86.30 (96.40) |
11.7% | Details | |
| 1/14/2026 | Micron Technology | MU | New Coverage | Outperform (N/A) |
338.13 (856.49) |
153.3% | Details | |
| 1/14/2026 | Qualcomm | QCOM | New Coverage | Sector Perform (N/A) |
165.29 (172.83) |
4.56% | Details | |
| 1/14/2026 | KLA Corporation | KLAC | New Coverage | Sector Perform (N/A) |
1441.82 (147.83) |
-89.75% | Details | |
| 1/14/2026 | Skyworks Solutions | SWKS | New Coverage | Sector Perform (N/A) |
58.50 (82.39) |
40.84% | Details |
