Ratings by Piper Sandler (Harsh Kumar)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/19/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2022 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2022 | Micron Technology | MU | Maintain | Underweight (Neutral) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2022 | AMD | AMD | Upgrade | Overweight (Neutral) |
95.12 (97.07) |
2.05% | Details | |
| 5/5/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2022 | NXP Semiconductors NV | NXPI | Downgrade | Neutral (Overweight) |
217.42 (180.32) |
-17.06% | Details | |
| 1/20/2022 | AMD | AMD | Downgrade | Neutral (Overweight) |
131.93 (97.07) |
-26.42% | Details | |
| 1/14/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Wolfspeed | WOLF | Upgrade | Overweight (Neutral) |
110.63 (108.54) |
-1.89% | Details | |
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | Great Wolf Resorts | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2021 | Impinj Inc | PI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2021 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2021 | SkyWater Technology, Inc | SKYT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2021 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2021 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | Cree | CREE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2021 | Digi International | DGII | New Coverage | Overweight (N/A) |
17.77 (35.02) |
97.07% | Details | |
| 3/4/2021 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2021 | Qualcomm | QCOM | Upgrade | Overweight (Neutral) |
137.04 (148.06) |
8.04% | Details | |
| 2/25/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2021 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Knowles Corp | KN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2021 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2020 | Cree | CREE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/29/2020 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2020 | Cree | CREE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/18/2020 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2020 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2020 | ON Semiconductor | ON | Upgrade | Overweight (Neutral) |
19.39 (72.47) |
273.75% | Details | |
| 6/15/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | Semtech Corp. | SMTC | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2020 | Cree | CREE | Upgrade | Neutral (Underweight) |
36.87 (79.12) |
114.59% | Details | |
| 3/12/2020 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2020 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
80.56 (148.06) |
83.79% | Details | |
| 3/3/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | AMD | AMD | Upgrade | Overweight (Neutral) |
45.48 (97.07) |
113.43% | Details | |
| 2/18/2020 | Knowles Corp | KN | Upgrade | Overweight (Neutral) |
17.62 (16.68) |
-5.33% | Details | |
| 2/5/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2020 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | Cree | CREE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/29/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | MACOM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Berry Petroleum | BRY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2019 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2019 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2019 | Cree | CREE | Downgrade | Underweight (Neutral) |
47.80 (79.12) |
65.52% | Details | |
| 8/20/2019 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2019 | AMD | AMD | New Coverage | Neutral (N/A) |
29.67 (97.07) |
227.17% | Details | |
| 8/7/2019 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2019 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2019 | M/A-COM Technology Solutions | MTSI | Upgrade | Overweight (Neutral) |
15.56 (60.32) |
287.66% | Details | |
| 7/9/2019 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2019 | Cypress Semi | CY | Downgrade | Neutral (Overweight) |
17.82 (23.82) |
33.67% | Details | |
| 5/30/2019 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2019 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2019 | Cypress Semi | CY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2019 | NVIDIA | NVDA | New Coverage | Overweight (N/A) |
177.50 (180.31) |
1.58% | Details | |
| 3/21/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2019 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2018 | NXP Semiconductors NV | NXPI | New Coverage | Overweight (N/A) |
71.31 (180.32) |
152.87% | Details | |
| 11/29/2018 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2018 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2018 | Cypress Semi | CY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | Micron Technology | MU | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/10/2018 | Micron Technology | MU | New Coverage | Neutral (N/A) |
43.07 (61.22) |
42.14% | Details | |
| 9/25/2018 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2018 | Integrated Device Technology | IDTI | Downgrade | Neutral (Overweight) |
42.08 (48.99) |
16.42% | Details | |
| 9/10/2018 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2018 | Integrated Device Technology | IDTI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2018 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2018 | Semtech Corp. | SMTC | Maintain | Overweight (N/A) |
|
Details |
