Ratings by Morgan Stanley (Craig Hettenbach)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2021 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/1/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Qorvo Inc | QRVO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/4/2021 | ON Semiconductor | ON | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/30/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/29/2021 | Silicon Labs | SLAB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/29/2021 | Amphenol | APH | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/26/2021 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/26/2021 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2021 | Cree | CREE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2021 | TE Connectivity | TEL | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/14/2021 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2021 | NXP Semiconductors NV | NXPI | Downgrade | Equalweight (Overweight) |
212.91 (198.43) |
-6.8% | Details | |
| 3/22/2021 | Sensata Technologies | ST | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/8/2021 | Amphenol | APH | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2021 | Synaptics | SYNA | New Coverage | Overweight (N/A) |
131.96 (147.10) |
11.47% | Details | |
| 2/22/2021 | Silicon Labs | SLAB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/11/2021 | Impinj Inc | PI | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | ON Semiconductor | ON | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/29/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/28/2021 | TE Connectivity | TEL | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/19/2021 | Impinj Inc | PI | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/11/2021 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 12/14/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Sensata Technologies | ST | Upgrade | Overweight (Equalweight) |
49.64 (57.14) |
15.11% | Details | |
| 12/7/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/7/2020 | Cree | CREE | Downgrade | Equalweight (Overweight) |
91.82 (93.74) |
2.09% | Details | |
| 11/6/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2020 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | Microchip Technology | MCHP | Upgrade | Overweight (Equalweight) |
111.34 (150.23) |
34.93% | Details | |
| 10/12/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 10/5/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/15/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2020 | Amphenol | APH | Downgrade | Equalweight (Overweight) |
107.30 (67.39) |
-37.19% | Details | |
| 8/19/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 6/22/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Qorvo Inc | QRVO | Upgrade | Overweight (Equalweight) |
108.90 (181.33) |
66.51% | Details | |
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2020 | Sensata Technologies | ST | Upgrade | Equalweight (Underweight) |
36.35 (57.14) |
57.19% | Details | |
| 5/21/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/18/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2020 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2020 | Cree | CREE | New Coverage | Overweight (N/A) |
44.25 (93.74) |
111.84% | Details | |
| 2/20/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 12/18/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 12/18/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2019 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/19/2019 | Broadcom Limited | AVGO | Upgrade | Overweight (Equalweight) |
312.91 (471.17) |
50.58% | Details | |
| 11/11/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2019 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2019 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2019 | TE Connectivity | TEL | Downgrade | Equalweight (Overweight) |
93.18 (133.81) |
43.6% | Details | |
| 9/16/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2019 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2019 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 6/12/2019 | NXP Semiconductors NV | NXPI | Upgrade | Overweight (Equalweight) |
95.39 (198.43) |
108.02% | Details | |
| 6/10/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2019 | Cypress Semi | CY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2019 | Cypress Semi | CY | Upgrade | Equalweight (Underweight) |
15.40 (23.82) |
54.68% | Details | |
| 5/24/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/23/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2019 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2019 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2019 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/25/2019 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/5/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2019 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/14/2019 | Maxim Integrated Products | MXIM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2019 | Cypress Semi | CY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2018 | Analog Devices | ADI | Downgrade | Equalweight (Overweight) |
87.31 (166.22) |
90.38% | Details | |
| 12/7/2018 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/28/2018 | Broadcom Limited | AVGO | New Coverage | Equalweight (N/A) |
235.31 (471.17) |
100.23% | Details | |
| 11/28/2018 | Skyworks Solutions | SWKS | Upgrade | Equalweight (Underweight) |
70.95 (172.46) |
143.07% | Details | |
| 11/21/2018 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2018 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 10/31/2018 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2018 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2018 | Cypress Semi | CY | Maintain | Underweight (N/A) |
|
Details | ||
| 10/10/2018 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Skyworks Solutions | SWKS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2018 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2018 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2018 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2018 | Cypress Semi | CY | Maintain | Underweight (N/A) |
|
Details | ||
| 9/17/2018 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2018 | Sensata Technologies | ST | Downgrade | Underweight (Equalweight) |
52.04 (36.35) |
-30.15% | Details | |
| 9/14/2018 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details |
