Ratings by Bernstein SocGen Group (Stacy Rasgon)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/14/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2026 | PDF Solutions Inc. | PDFS | New Coverage | Outperform (N/A) |
49.45 (47.93) |
-3.07% | Details | |
| 8/5/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/27/2026 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2026 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/23/2026 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/25/2026 | Qualcomm | QCOM | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/17/2026 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/17/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Upgrade | Outperform (Market Perform) |
341.54 (484.39) |
41.83% | Details | |
| 4/30/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2026 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2026 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/15/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | Qualcomm | QCOM | Downgrade | Market Perform (Outperform) |
128.67 (160.19) |
24.5% | Details | |
| 3/13/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/9/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2026 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/21/2026 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/21/2026 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/14/2026 | KLA Corporation | KLAC | New Coverage | Outperform (N/A) |
1428.17 (194.79) |
-86.36% | Details | |
| 1/12/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/29/2025 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/28/2025 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/28/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2025 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/20/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/14/2025 | Broadcom Limited | AVGO | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/8/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/3/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/15/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/23/2025 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/13/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | Texas Instruments | TXN | Upgrade | Market Perform (Underperform) |
188.08 (272.24) |
44.75% | Details | |
| 6/3/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2025 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/7/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2025 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2025 | Lam Research | LRCX | Upgrade | Outperform (Market Perform) |
74.51 (327.92) |
340.1% | Details | |
| 1/13/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2024 | Lam Research | LRCX | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 11/29/2024 | Applied Materials | AMAT | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2024 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 9/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/11/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2024 | Lam Research | LRCX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Lam Research | LRCX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/4/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Intel | INTC | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/4/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Analog Devices | ADI | Downgrade | Market Perform (Outperform) |
193.58 (376.63) |
94.56% | Details | |
| 12/15/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/22/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2023 | Texas Instruments | TXN | Downgrade | Underperform (Market Perform) |
168.70 (188.08) |
11.49% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2023 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/3/2023 | Intel | INTC | Upgrade | Market Perform (Underperform) |
32.67 (96.69) |
195.96% | Details | |
| 3/28/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2023 | Lam Research | LRCX | Downgrade | Market Perform (Outperform) |
478.82 (74.51) |
-84.44% | Details | |
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/24/2023 | AMD | AMD | Downgrade | Market Perform (Outperform) |
70.07 (341.54) |
387.43% | Details | |
| 12/1/2022 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | AMD | AMD | Upgrade | Outperform (Market Perform) |
113.83 (484.39) |
325.54% | Details | |
| 2/3/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/29/2021 | NXP Semiconductors NV | NXPI | Downgrade | Market Perform (Outperform) |
216.69 (228.56) |
5.48% | Details | |
| 5/27/2021 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/20/2021 | Analog Devices | ADI | Upgrade | Outperform (Market Perform) |
145.89 (376.63) |
158.16% | Details | |
| 3/31/2021 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
125.71 (514.33) |
309.14% | Details | |
| 3/31/2021 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
570.29 (478.82) |
-16.04% | Details | |
| 3/3/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/18/2021 | Analog Devices | ADI | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2020 | Qualcomm | QCOM | Upgrade | Outperform (Market Perform) |
107.19 (128.67) |
20.04% | Details | |
| 7/24/2020 | Intel | INTC | Downgrade | Underperform (Market Perform) |
61.05 (96.69) |
58.38% | Details | |
| 7/22/2020 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2020 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/15/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2020 | Qualcomm | QCOM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/29/2020 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/26/2020 | Intel | INTC | Upgrade | Market Perform (Underperform) |
52.40 (96.69) |
84.52% | Details | |
| 3/19/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2020 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/19/2020 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2020 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/19/2020 | NVIDIA | NVDA | Upgrade | Outperform (Market Perform) |
28.98 (219.74) |
658.25% | Details | |
| 2/14/2020 | NVIDIA | NVDA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/30/2019 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/1/2019 | Intel | INTC | Maintain | Underperform (Underperform) |
|
Details | ||
| 2/11/2019 | NVIDIA | NVDA | Downgrade | Market Perform (Outperform) |
14.82 (28.98) |
95.55% | Details | |
| 1/25/2019 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details |
