Ratings by Wolfe Research (Chris Caso)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Peerperform (N/A) |
54.08 (61.50) |
13.72% | Details | |
| 9/21/2023 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/15/2023 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
144.58 (149.78) |
3.6% | Details | |
| 9/15/2023 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
658.66 (715.92) |
8.69% | Details | |
| 9/14/2023 | KLA Corporation | KLAC | New Coverage | Outperform (N/A) |
483.60 (544.62) |
12.62% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2023 | Microchip Technology | MCHP | New Coverage | Peerperform (N/A) |
93.34 (83.44) |
-10.61% | Details | |
| 7/20/2023 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
474.94 (467.70) |
-1.52% | Details | |
| 7/20/2023 | Texas Instruments | TXN | New Coverage | Peerperform (N/A) |
183.68 (152.71) |
-16.86% | Details | |
| 7/20/2023 | Qualcomm | QCOM | New Coverage | Outperform (N/A) |
122.86 (129.05) |
5.04% | Details | |
| 7/20/2023 | Marvell | MRVL | New Coverage | Outperform (N/A) |
65.76 (55.73) |
-15.25% | Details | |
| 7/20/2023 | NXP Semiconductors NV | NXPI | New Coverage | Peerperform (N/A) |
223.66 (204.08) |
-8.75% | Details | |
| 7/20/2023 | Allegro MicroSystems | ALGM | New Coverage | Peerperform (N/A) |
52.72 (27.22) |
-48.37% | Details | |
| 7/20/2023 | Analog Devices | ADI | New Coverage | Peerperform (N/A) |
196.50 (183.38) |
-6.68% | Details | |
| 7/20/2023 | ON Semiconductor | ON | New Coverage | Peerperform (N/A) |
104.84 (71.33) |
-31.96% | Details | |
| 7/20/2023 | Intel | INTC | New Coverage | Underperform (N/A) |
34.50 (44.70) |
29.57% | Details | |
| 7/20/2023 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
67.45 (53.69) |
-20.4% | Details | |
| 7/20/2023 | AMD | AMD | New Coverage | Outperform (N/A) |
117.93 (121.16) |
2.74% | Details | |
| 7/20/2023 | SiTime Corp. | SITM | New Coverage | Outperform (N/A) |
130.83 (110.60) |
-15.46% | Details | |
| 7/20/2023 | Skyworks Solutions | SWKS | New Coverage | Outperform (N/A) |
115.04 (96.93) |
-15.74% | Details | |
| 7/20/2023 | Monolithic Power Systems | MPWR | New Coverage | Peerperform (N/A) |
588.11 (548.72) |
-6.7% | Details | |
| 7/20/2023 | Micron Technology | MU | New Coverage | Outperform (N/A) |
64.94 (76.12) |
17.22% | Details | |
| 7/20/2023 | Qorvo Inc | QRVO | New Coverage | Outperform (N/A) |
106.77 (96.50) |
-9.62% | Details | |
| 7/20/2023 | Broadcom Limited | AVGO | New Coverage | Peerperform (N/A) |
903.43 (925.73) |
2.47% | Details |
