Close

Ratings by BofA Securities (Vivek Arya)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
12/2/2022 Ambarella AMBA Maintain Underperform
(N/A)
 
 
  Details
12/1/2022 Credo Technology Group Holding Ltd. CRDO Maintain Buy
(N/A)
 
 
  Details
11/23/2022 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
11/18/2022 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
11/17/2022 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
11/11/2022 Coherent COHR Upgrade Buy
(Neutral)
35.09
(37.77)
7.64% Details
11/11/2022 Lumentum LITE Downgrade Neutral
(Buy)
56.55
(55.00)
-2.74% Details
11/4/2022 Skyworks Solutions SWKS Maintain Underperform
(N/A)
 
 
  Details
11/4/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
10/28/2022 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
10/24/2022 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
10/24/2022 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
10/20/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
10/7/2022 Camtek CAMT Maintain Neutral
(N/A)
 
 
  Details
10/7/2022 Nova Measuring Instruments NVMI Maintain Buy
(N/A)
 
 
  Details
10/7/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
10/7/2022 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
10/7/2022 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
10/7/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
9/30/2022 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
9/6/2022 Lumentum LITE New Coverage Buy
(N/A)
79.59
(55.00)
-30.9% Details
9/1/2022 Credo Technology Group Holding Ltd. CRDO Maintain Buy
(N/A)
 
 
  Details
8/23/2022 Rockley Photonics Holdings Ltd RKLY Maintain Neutral
(N/A)
 
 
  Details
8/18/2022 Wolfspeed WOLF Maintain Underperform
(N/A)
 
 
  Details
8/3/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
8/3/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
8/2/2022 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
7/1/2022 Micron Technology MU Downgrade Neutral
(Buy)
55.28
(53.65)
-2.95% Details
6/29/2022 Skyworks Solutions SWKS Downgrade Underperform
(Neutral)
96.22
(93.96)
-2.35% Details
6/29/2022 Qorvo Inc QRVO Downgrade Underperform
(Neutral)
98.55
(97.19)
-1.38% Details
6/29/2022 Valens Semiconductor Ltd. VLN Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Credo Technology Group Holding Ltd. CRDO Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Ambarella AMBA Maintain Underperform
(N/A)
 
 
  Details
6/29/2022 Cirrus Logic CRUS Maintain Underperform
(N/A)
 
 
  Details
6/29/2022 Wolfspeed WOLF Maintain Underperform
(N/A)
 
 
  Details
6/29/2022 GlobalFoundries Inc. GFS Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
6/29/2022 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
6/29/2022 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Micron Technology MU Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
6/29/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
6/29/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/29/2022 Cadence Designs CDNS Upgrade Neutral
(Underperform)
150.12
(172.43)
14.86% Details
6/29/2022 Synopsys SNPS Upgrade Neutral
(Underperform)
303.67
(348.17)
14.65% Details
6/29/2022 Texas Instruments TXN Downgrade Neutral
(Buy)
154.16
(177.66)
15.24% Details
6/29/2022 Teradyne TER Downgrade Neutral
(Buy)
95.23
(92.67)
-2.69% Details
6/8/2022 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
6/3/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/1/2022 Ambarella AMBA Maintain Underperform
(N/A)
 
 
  Details
5/27/2022 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
5/26/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
5/23/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
5/20/2022 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
5/17/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
5/12/2022 Valens Semiconductor Ltd. VLN Maintain Buy
(N/A)
 
 
  Details
5/11/2022 GlobalFoundries Inc. GFS Maintain Buy
(N/A)
 
 
  Details
5/10/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
5/4/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
4/27/2022 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
4/26/2022 Cadence Designs CDNS Maintain Underperform
(N/A)
 
 
  Details
4/21/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
4/12/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
3/21/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
3/9/2022 Rockley Photonics Holdings Ltd RKLY Maintain Neutral
(N/A)
 
 
  Details
3/3/2022 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
3/3/2022 Valens Semiconductor Ltd. VLN Maintain Buy
(N/A)
 
 
  Details
3/1/2022 Ambarella AMBA Maintain Underperform
(N/A)
 
 
  Details
2/22/2022 Credo Technology Group Holding Ltd. CRDO New Coverage Buy
(N/A)
15.20
(14.94)
-1.71% Details
2/17/2022 Synopsys SNPS Maintain Underperform
(N/A)
 
 
  Details
2/4/2022 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
2/4/2022 Skyworks Solutions SWKS Maintain Neutral
(N/A)
 
 
  Details
2/4/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
2/3/2022 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
2/3/2022 Qorvo Inc QRVO Maintain Neutral
(N/A)
 
 
  Details
2/2/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/27/2022 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
1/10/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/10/2022 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
1/10/2022 Ambarella AMBA Maintain Underperform
(N/A)
 
 
  Details
1/10/2022 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
1/10/2022 Synopsys SNPS Maintain Underperform
(N/A)
 
 
  Details
1/10/2022 Micron Technology MU Maintain Buy
(N/A)
 
 
  Details
1/10/2022 Wolfspeed WOLF Maintain Underperform
(N/A)
 
 
  Details
1/10/2022 Cadence Designs CDNS Maintain Underperform
(N/A)
 
 
  Details
1/10/2022 Skyworks Solutions SWKS Maintain Neutral
(N/A)
 
 
  Details
1/10/2022 Qorvo Inc QRVO Maintain Neutral
(N/A)
 
 
  Details
1/10/2022 II-VI, Inc. IIVI Maintain Neutral
(N/A)
 
 
  Details
1/10/2022 Teradyne TER Maintain Buy
(N/A)
 
 
  Details
1/10/2022 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
1/10/2022 MACOM Technology Solutions MTSI Maintain Buy
(N/A)
 
 
  Details
1/10/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
1/10/2022 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
1/10/2022 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
1/6/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
12/22/2021 Rockley Photonics Holdings Ltd RKLY Downgrade Neutral
(Buy)
5.28
(0.22)
-95.83% Details
12/21/2021 Micron Technology MU Upgrade Buy
(Neutral)
82.03
(54.68)
-33.34% Details
12/8/2021 Intel INTC Maintain Underperform
(Underperform)
 
 
  Details
12/3/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
12/1/2021 GlobalFoundries Inc. GFS Maintain Buy
(N/A)
 
 
  Details
11/26/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/24/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
11/22/2021 GlobalFoundries Inc. GFS New Coverage Buy
(N/A)
62.11
(62.54)
0.69% Details
11/19/2021 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
11/18/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/17/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
11/17/2021 Teradyne TER Maintain Buy
(N/A)
 
 
  Details
11/16/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/15/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/15/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
11/12/2021 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
11/10/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
11/10/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/9/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
11/4/2021 Qorvo Inc QRVO Downgrade Neutral
(Buy)
178.12
(97.19)
-45.44% Details
11/2/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
10/29/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
10/27/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
10/26/2021 Cadence Designs CDNS Maintain Underperform
(N/A)
 
 
  Details
10/22/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
10/21/2021 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
10/15/2021 Micron Technology MU New Coverage Neutral
(N/A)
67.80
(54.68)
-19.35% Details
10/7/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
9/17/2021 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
9/17/2021 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
9/17/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
9/17/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
9/17/2021 Cree CREE Downgrade Underperform
(Neutral)
88.30
(79.12)
-10.4% Details
9/17/2021 Cirrus Logic CRUS Downgrade Underperform
(Neutral)
88.18
(74.09)
-15.98% Details
9/17/2021 Synopsys SNPS Downgrade Underperform
(Neutral)
335.38
(348.17)
3.81% Details
9/17/2021 Rockley Photonics Holdings Ltd RKLY New Coverage Buy
(N/A)
8.96
(0.22)
-97.54% Details
8/27/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
8/27/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
8/19/2021 Synopsys SNPS Maintain Neutral
(N/A)
 
 
  Details
8/19/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/13/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
8/4/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
8/4/2021 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
8/3/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
8/3/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
7/27/2021 Cadence Designs CDNS Maintain Underperform
(N/A)
 
 
  Details
7/26/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
7/23/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
7/22/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
7/22/2021 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
7/22/2021 Texas Industries TXI Maintain Buy
(N/A)
 
 
  Details
7/15/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
7/13/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
6/30/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/29/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/25/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
6/24/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/18/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/18/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/9/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
6/8/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
6/4/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
5/27/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
5/21/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
5/7/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
4/26/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
4/20/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
4/15/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
4/13/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
4/13/2021 NVIDIA NVDA Maintain Buy
(Buy)
 
 
  Details
4/6/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
4/5/2021 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
4/5/2021 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
4/5/2021 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
3/30/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
3/30/2021 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
3/26/2021 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
3/23/2021 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
3/23/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
3/18/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
3/16/2021 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
3/5/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
3/3/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
3/1/2021 ON Semiconductor ON Upgrade Buy
(Underperform)
40.27
(73.04)
81.38% Details
2/25/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/27/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/25/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/19/2021 Intel INTC Maintain Underperform
(N/A)
 
 
  Details
1/13/2021 II-VI, Inc. IIVI Maintain Buy
(N/A)
 
 
  Details
1/11/2021 MACOM Technology Solutions MTSI Upgrade Buy
(Underperform)
58.09
(68.77)
18.39% Details
1/11/2021 Skyworks Solutions SWKS Downgrade Neutral
(Buy)
163.48
(93.96)
-42.53% Details
1/11/2021 Synopsys SNPS Downgrade Neutral
(Buy)
262.80
(335.38)
27.62% Details
1/11/2021 Cadence Designs CDNS Downgrade Underperform
(Buy)
136.19
(172.43)
26.61% Details
12/21/2020 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
12/4/2020 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
12/3/2020 Synopsys SNPS Maintain Buy
(N/A)
 
 
  Details
11/25/2020 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
11/13/2020 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
11/12/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/3/2020 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
10/29/2020 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
10/23/2020 Intel INTC Downgrade Underperform
(Neutral)
53.90
(29.41)
-45.44% Details
10/22/2020 Xilinx XLNX Maintain Underperform
(N/A)
 
 
  Details
10/20/2020 Cadence Designs CDNS Maintain Buy
(N/A)
 
 
  Details
10/16/2020 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
10/9/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
9/18/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
9/14/2020 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
9/14/2020 Qorvo Inc QRVO Maintain Buy
(N/A)
 
 
  Details
9/4/2020 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
9/2/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/20/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/17/2020 Intel INTC Maintain Buy
(N/A)
 
 
  Details
8/3/2020 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
7/29/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
7/24/2020 Intel INTC Downgrade Neutral
(Buy)
60.40
(29.41)
-51.31% Details
7/22/2020 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
7/15/2020 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Teradyne TER Maintain Neutral
(N/A)
 
 
  Details
7/9/2020 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Synopsys SNPS Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Qorvo Inc QRVO Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
7/9/2020 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Cadence Designs CDNS Maintain Buy
(N/A)
 
 
  Details
7/9/2020 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
7/7/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/22/2020 Intel INTC Maintain Buy
(N/A)
 
 
  Details
6/17/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/10/2020 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
6/5/2020 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
6/3/2020 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
6/2/2020 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
5/27/2020 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
5/27/2020 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
5/21/2020 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
5/21/2020 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
4/29/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
4/29/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
4/29/2020 Maxim Integrated Products MXIM Maintain Underperform
(N/A)
 
 
  Details
4/15/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
4/8/2020 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
3/2/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
2/14/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/13/2020 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
2/3/2020 ON Semiconductor ON Downgrade Underperform
(Buy)
23.15
(73.04)
215.51% Details
1/29/2020 Xilinx XLNX Maintain Underperform
(N/A)
 
 
  Details
1/29/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/24/2020 Intel INTC Maintain Buy
(N/A)
 
 
  Details
1/10/2020 Teradyne TER Maintain Neutral
(N/A)
 
 
  Details
1/10/2020 Cadence Designs CDNS Maintain Neutral
(N/A)
 
 
  Details
1/10/2020 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
1/10/2020 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
1/10/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/10/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
1/10/2020 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
1/10/2020 Inphi Corp. IPHI Maintain Buy
(N/A)
 
 
  Details
1/10/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/10/2020 Microchip Technology MCHP Upgrade Buy
(Neutral)
110.32
(77.31)
-29.92% Details
1/10/2020 Xilinx XLNX Downgrade Underperform
(Neutral)
101.51
(194.92)
92.02% Details
1/10/2020 Lam Research LRCX Upgrade Buy
(Neutral)
297.93
(457.67)
53.62% Details
1/10/2020 Applied Materials AMAT Upgrade Buy
(Neutral)
61.97
(106.71)
72.2% Details
1/3/2020 Cirrus Logic CRUS Maintain Underperform
(N/A)
 
 
  Details
12/10/2019 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
12/9/2019 Skyworks Solutions SWKS Upgrade Buy
(Underperform)
101.36
(93.96)
-7.3% Details
12/9/2019 Qorvo Inc QRVO Upgrade Buy
(Underperform)
106.62
(97.19)
-8.84% Details
12/2/2019 Intel INTC Maintain Buy
(N/A)
 
 
  Details
11/20/2019 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
11/15/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/13/2019 Skyworks Solutions SWKS Maintain Underperform
(N/A)
 
 
  Details
10/25/2019 Intel INTC Maintain Buy
(N/A)
 
 
  Details
10/23/2019 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
10/15/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
10/3/2019 Lam Research LRCX Maintain Neutral
(N/A)
 
 
  Details
10/3/2019 Applied Materials AMAT Maintain Neutral
(N/A)
 
 
  Details
9/27/2019 Maxim Integrated Products MXIM Downgrade Underperform
(Neutral)
58.36
(103.14)
76.73% Details
9/27/2019 Texas Instruments TXN Upgrade Buy
(Neutral)
128.11
(177.66)
38.68% Details
9/20/2019 Inphi Corp. IPHI Maintain Buy
(N/A)
 
 
  Details
9/20/2019 Xilinx XLNX Downgrade Neutral
(Buy)
103.62
(101.51)
-2.04% Details
9/18/2019 KLA-Tencor KLAC Maintain Buy
(N/A)
 
 
  Details
8/30/2019 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
8/6/2019 KLA-Tencor KLAC Maintain Buy
(N/A)
 
 
  Details
7/25/2019 Xilinx XLNX Maintain Buy
(N/A)
 
 
  Details
7/17/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
7/15/2019 Inphi Corp. IPHI Maintain Buy
(N/A)
 
 
  Details
7/11/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/10/2019 AMD AMD Maintain Buy
(N/A)
 
 
  Details
5/6/2019 Inphi Corp. IPHI Upgrade Buy
(Underperform)
51.13
(172.27)
236.93% Details
4/11/2019 Intel INTC Maintain Buy
(N/A)
 
 
  Details
4/4/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
4/2/2019 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
4/2/2019 Intel INTC Maintain Buy
(N/A)
 
 
  Details
4/2/2019 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
4/1/2019 Intel INTC Maintain Buy
(N/A)
 
 
  Details
3/15/2019 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
3/12/2019 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
2/11/2019 Analog Devices ADI Upgrade Buy
(Neutral)
100.63
(168.63)
67.57% Details
2/6/2019 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
1/25/2019 Intel INTC Maintain Buy
(N/A)
 
 
  Details
1/24/2019 Xilinx XLNX Maintain Buy
(N/A)
 
 
  Details
1/15/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/4/2019 Maxim Integrated Products MXIM Downgrade Neutral
(Buy)
50.84
(58.36)
14.79% Details
1/4/2019 Analog Devices ADI Downgrade Neutral
(Buy)
85.92
(100.63)
17.12% Details
1/4/2019 Texas Instruments TXN Downgrade Neutral
(Buy)
94.45
(128.11)
35.64% Details
1/4/2019 Intel INTC Upgrade Buy
(Neutral)
44.49
(29.41)
-33.9% Details
1/3/2019 Skyworks Solutions SWKS Maintain Buy
(N/A)
 
 
  Details
12/4/2018 Cirrus Logic CRUS Maintain Underperform
(N/A)
 
 
  Details
11/20/2018 Cirrus Logic CRUS Maintain Underperform
(N/A)
 
 
  Details
11/20/2018 Qorvo Inc QRVO Maintain Underperform
(N/A)
 
 
  Details
11/20/2018 Teradyne TER Downgrade Neutral
(Buy)
36.41
(92.67)
154.52% Details
11/20/2018 Skyworks Solutions SWKS Downgrade Underperform
(Buy)
72.95
(101.36)
38.94% Details
11/9/2018 Skyworks Solutions SWKS Downgrade Neutral
(Buy)
82.65
(72.95)
-11.74% Details
11/8/2018 Xilinx XLNX Maintain Buy
(N/A)
 
 
  Details
9/17/2018 NXP Semiconductors NV NXPI Upgrade Buy
(Neutral)
92.76
(171.06)
84.41% Details
9/17/2018 Microchip Technology MCHP Downgrade Neutral
(Buy)
83.77
(110.32)
31.69% Details
9/7/2018 Broadcom Limited AVGO Upgrade Buy
(Neutral)
215.97
(540.80)
150.41% Details
9/5/2018 AMD AMD Maintain Buy
(N/A)
 
 
  Details
8/28/2018 Lam Research LRCX Downgrade Neutral
(Buy)
172.46
(297.93)
72.75% Details
8/28/2018 Applied Materials AMAT Downgrade Neutral
(Buy)
42.73
(61.97)
45.03% Details
8/17/2018 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details