Ratings by Bernstein SocGen Group (Stacy Rasgon)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/11/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2024 | Lam Research | LRCX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Lam Research | LRCX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/4/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | NXP Semiconductors NV | NXPI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Intel | INTC | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/4/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2024 | Analog Devices | ADI | Downgrade | Market Perform (Outperform) |
193.58 (196.50) |
1.51% | Details | |
| 12/15/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/22/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2023 | Texas Instruments | TXN | Downgrade | Underperform (Market Perform) |
168.70 (174.81) |
3.62% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2023 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2023 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/3/2023 | Intel | INTC | Upgrade | Market Perform (Underperform) |
32.67 (34.50) |
5.6% | Details | |
| 3/28/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2023 | Lam Research | LRCX | Downgrade | Market Perform (Outperform) |
478.82 (884.89) |
84.81% | Details | |
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/24/2023 | AMD | AMD | Downgrade | Market Perform (Outperform) |
70.07 (151.74) |
116.55% | Details | |
| 12/1/2022 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | AMD | AMD | Upgrade | Outperform (Market Perform) |
113.83 (151.74) |
33.3% | Details | |
| 2/3/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/29/2021 | NXP Semiconductors NV | NXPI | Downgrade | Market Perform (Outperform) |
216.69 (235.04) |
8.47% | Details | |
| 5/27/2021 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/20/2021 | Analog Devices | ADI | Upgrade | Outperform (Market Perform) |
145.89 (196.50) |
34.69% | Details | |
| 3/31/2021 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
125.71 (196.06) |
55.96% | Details | |
| 3/31/2021 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
570.29 (478.82) |
-16.04% | Details | |
| 3/3/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/18/2021 | Analog Devices | ADI | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2020 | Qualcomm | QCOM | Upgrade | Outperform (Market Perform) |
107.19 (163.63) |
52.65% | Details | |
| 7/24/2020 | Intel | INTC | Downgrade | Underperform (Market Perform) |
61.05 (34.50) |
-43.49% | Details | |
| 7/22/2020 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2020 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/15/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2020 | Qualcomm | QCOM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/29/2020 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2020 | Intel | INTC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/26/2020 | Intel | INTC | Upgrade | Market Perform (Underperform) |
52.40 (34.50) |
-34.16% | Details | |
| 3/19/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2020 | Analog Devices | ADI | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/19/2020 | Texas Instruments | TXN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2020 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/19/2020 | NVIDIA | NVDA | Upgrade | Outperform (Market Perform) |
289.79 (796.77) |
174.95% | Details | |
| 2/14/2020 | NVIDIA | NVDA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/30/2019 | AMD | AMD | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/1/2019 | Intel | INTC | Maintain | Underperform (Underperform) |
|
Details | ||
| 2/11/2019 | NVIDIA | NVDA | Downgrade | Market Perform (Outperform) |
148.17 (289.79) |
95.58% | Details | |
| 1/25/2019 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details |
