Ratings by Barclays (Blayne Curtis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/4/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2024 | Camtek | CAMT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/1/2024 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2024 | KLA Corporation | KLAC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | KLA Corporation | KLAC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/16/2024 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | NXP Semiconductors NV | NXPI | Upgrade | Overweight (Equalweight) |
211.49 (215.12) |
1.72% | Details | |
| 1/16/2024 | Camtek | CAMT | Upgrade | Overweight (Equalweight) |
71.86 (74.68) |
3.92% | Details | |
| 12/5/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2023 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2023 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2023 | Silicon Labs | SLAB | Upgrade | Equalweight (Underweight) |
92.18 (115.19) |
24.96% | Details | |
| 11/1/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Overweight (N/A) |
52.51 (87.19) |
66.04% | Details | |
| 9/19/2023 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2023 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2023 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2023 | SiTime Corp. | SITM | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/20/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2023 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/20/2023 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2023 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2023 | Skyworks Solutions | SWKS | Downgrade | Equalweight (Overweight) |
115.04 (96.11) |
-16.46% | Details | |
| 6/14/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2023 | Allegro MicroSystems | ALGM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2023 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2023 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2023 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | Silicon Labs | SLAB | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2023 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2023 | Qualcomm | QCOM | Upgrade | Overweight (Equalweight) |
117.58 (157.63) |
34.06% | Details | |
| 1/23/2023 | KLA Corporation | KLAC | Downgrade | Underweight (Equalweight) |
402.10 (628.16) |
56.22% | Details | |
| 1/23/2023 | AMD | AMD | Upgrade | Overweight (Equalweight) |
67.71 (146.64) |
116.57% | Details | |
| 1/23/2023 | Skyworks Solutions | SWKS | Upgrade | Overweight (Equalweight) |
99.92 (96.11) |
-3.81% | Details | |
| 1/10/2023 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/23/2022 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2022 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2022 | Intel | INTC | Upgrade | Equalweight (Underweight) |
26.27 (34.20) |
30.19% | Details | |
| 10/28/2022 | Intel | INTC | Upgrade | Equalweight (Underweight) |
26.27 (34.20) |
30.19% | Details | |
| 10/27/2022 | Silicon Labs | SLAB | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | Qorvo Inc | QRVO | Downgrade | Equalweight (Overweight) |
82.12 (104.88) |
27.72% | Details | |
| 10/24/2022 | Analog Devices | ADI | Downgrade | Equalweight (Overweight) |
142.08 (183.36) |
29.05% | Details | |
| 10/24/2022 | Silicon Labs | SLAB | Downgrade | Underweight (Equalweight) |
121.67 (115.19) |
-5.33% | Details | |
| 10/24/2022 | NXP Semiconductors NV | NXPI | Downgrade | Equalweight (Overweight) |
139.04 (215.12) |
54.72% | Details | |
| 10/24/2022 | Texas Instruments | TXN | Upgrade | Equalweight (Underweight) |
153.72 (159.68) |
3.88% | Details | |
| 10/13/2022 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/7/2022 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/28/2022 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/28/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/28/2022 | Camtek | CAMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2022 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/25/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2022 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Ouster Inc. | OUST | Downgrade | Equalweight (Overweight) |
1.96 (7.16) |
265.31% | Details | |
| 7/25/2022 | Lam Research | LRCX | Downgrade | Equalweight (Overweight) |
476.13 (870.25) |
82.78% | Details | |
| 7/25/2022 | Camtek | CAMT | Downgrade | Equalweight (Overweight) |
30.52 (74.68) |
144.69% | Details | |
| 7/11/2022 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/11/2022 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Ouster Inc. | OUST | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2022 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2022 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2022 | AMD | AMD | Downgrade | Equalweight (Overweight) |
123.23 (146.64) |
19% | Details | |
| 2/18/2022 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2022 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Ouster Inc. | OUST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2022 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2021 | Ouster Inc. | OUST | New Coverage | Overweight (N/A) |
6.80 (7.16) |
5.29% | Details | |
| 11/5/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2021 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 9/7/2021 | Cirrus Logic | CRUS | Upgrade | Overweight (Equalweight) |
84.17 (82.02) |
-2.55% | Details | |
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2021 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2021 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2021 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/21/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | Cirrus Logic | CRUS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2021 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2021 | Cirrus Logic | CRUS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2021 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Ouster Inc. | OUST | New Coverage | Overweight (N/A) |
10.65 (7.16) |
-32.77% | Details | |
| 4/28/2021 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/28/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2021 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2021 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/11/2021 | Qorvo Inc | QRVO | Upgrade | Overweight (Equalweight) |
170.90 (104.88) |
-38.63% | Details | |
| 3/1/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2021 | MACOM Technology Solutions | MTSI | Upgrade | Overweight (Equalweight) |
55.97 (92.81) |
65.82% | Details | |
| 1/27/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2021 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2021 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2021 | MACOM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2021 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2021 | Coherent | COHR | Downgrade | Underweight (Equalweight) |
173.81 (42.59) |
-75.5% | Details | |
| 1/8/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2020 | Coherent | COHR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2020 | MACOM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | AMD | AMD | Upgrade | Overweight (Equalweight) |
82.23 (146.64) |
78.33% | Details | |
| 10/21/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/19/2020 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2020 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2020 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2020 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2020 | MACOM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Downgrade | Underweight (Equalweight) |
61.05 (34.20) |
-43.98% | Details | |
| 7/22/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/20/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/20/2020 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | MACOM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2020 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2020 | Maxim Integrated Products | MXIM | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2020 | MACOM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | Coherent | COHR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2020 | SMART Global Holdings | SGH | Downgrade | Equalweight (Overweight) |
24.34 (16.92) |
-30.48% | Details | |
| 4/17/2020 | Texas Instruments | TXN | Downgrade | Underweight (Equalweight) |
107.98 (159.68) |
47.88% | Details | |
| 4/1/2020 | Intel | INTC | Upgrade | Equalweight (Underweight) |
54.12 (34.20) |
-36.81% | Details | |
| 2/5/2020 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2020 | Maxim Integrated Products | MXIM | Downgrade | Underweight (Equalweight) |
62.19 (103.14) |
65.85% | Details | |
| 12/19/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2019 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/17/2019 | Cirrus Logic | CRUS | Upgrade | Equalweight (Underweight) |
55.31 (62.54) |
13.07% | Details | |
| 9/12/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/12/2019 | Analog Devices | ADI | Upgrade | Overweight (Equalweight) |
113.98 (183.36) |
60.87% | Details | |
| 8/30/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2019 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2019 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2019 | Coherent | COHR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2019 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2019 | Qualcomm | QCOM | Downgrade | Equalweight (Overweight) |
75.67 (157.63) |
108.31% | Details | |
| 6/28/2019 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/6/2019 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | Qorvo Inc | QRVO | Downgrade | Equalweight (Overweight) |
64.18 (104.88) |
63.42% | Details | |
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2019 | AMD | AMD | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/1/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | Qorvo Inc | QRVo | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | Coherent | COHR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2019 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2019 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2019 | Quantenna Communications | QTNA | Upgrade | Equalweight (Underweight) |
20.53 (24.51) |
19.39% | Details | |
| 3/27/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2019 | Aquantia | AQ | Downgrade | Equalweight (Overweight) |
9.91 (13.24) |
33.6% | Details | |
| 2/6/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2019 | Quantenna Communications | QTNA | Downgrade | Underweight (Equalweight) |
15.33 (20.53) |
33.92% | Details | |
| 1/17/2019 | Coherent | COHR | Downgrade | Equalweight (Overweight) |
114.48 (42.59) |
-62.8% | Details | |
| 12/11/2018 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2018 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2018 | Cirrus Logic | CRUS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 11/16/2018 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2018 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Lumentum | LITE | New Coverage | Overweight (N/A) |
55.10 (41.74) |
-24.25% | Details | |
| 11/8/2018 | Finisar | FNSr | New Coverage | Equalweight (N/A) |
17.03 (23.77) |
39.58% | Details | |
| 11/8/2018 | Coherent | COHR | New Coverage | Overweight (N/A) |
133.17 (114.48) |
-14.03% | Details | |
| 11/8/2018 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2018 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2018 | Cypress Semi | CY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2018 | Aquantia | AQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2018 | Xilinx | XLNX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | NXP Semiconductors NV | NXPI | Upgrade | Overweight (Equalweight) |
77.70 (215.12) |
176.86% | Details | |
| 10/23/2018 | AMD | AMD | Upgrade | Equalweight (Underweight) |
23.66 (146.64) |
519.78% | Details | |
| 10/23/2018 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | SMART Global Holdings | SGH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2018 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2018 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2018 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2018 | M/A-COM Technology Solutions | MTSI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2018 | Cypress Semi | CY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2018 | AMD | AMD | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/1/2018 | Intel | INTC | Downgrade | Underweight (Equalweight) |
45.88 (54.12) |
17.96% | Details | |
| 9/21/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/21/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2018 | Qualcomm | QCOM | New Coverage | Overweight (N/A) |
72.51 (75.67) |
4.36% | Details | |
| 9/12/2018 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details |
