Ratings by Jefferies (Blayne Curtis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/2/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2025 | KLA Corporation | KLAC | Downgrade | Hold (Buy) |
705.54 (634.43) |
-10.08% | Details | |
| 3/28/2025 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
150.68 (137.46) |
-8.77% | Details | |
| 3/27/2025 | AMD | AMD | Downgrade | Hold (Buy) |
114.81 (87.50) |
-23.79% | Details | |
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2025 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | Navitas Semiconductor | NVTS | Maintain | Hold (N/A) |
|
Details | ||
| 2/21/2025 | Lumentum | LITE | New Coverage | Buy (N/A) |
77.29 (52.00) |
-32.72% | Details | |
| 2/21/2025 | Coherent | COHR | New Coverage | Buy (N/A) |
86.38 (55.29) |
-35.99% | Details | |
| 2/21/2025 | Harmonic Inc. | HLIT | New Coverage | Hold (N/A) |
10.61 (8.90) |
-16.12% | Details | |
| 2/19/2025 | Arteris, Inc | AIP | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | InterDigital Inc. | IDCC | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2025 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | Silvaco Group Inc | SVCO | New Coverage | Buy (N/A) |
17.98 (4.40) |
-75.53% | Details | |
| 5/22/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | Arteris, Inc | AIP | New Coverage | Hold (N/A) |
8.27 (5.82) |
-29.63% | Details | |
| 5/13/2024 | Navitas Semiconductor | NVTS | New Coverage | Hold (N/A) |
4.10 (1.82) |
-55.61% | Details | |
| 5/13/2024 | InterDigital Inc. | IDCC | New Coverage | Hold (N/A) |
106.52 (189.27) |
77.68% | Details | |
| 5/13/2024 | Impinj Inc | PI | New Coverage | Buy (N/A) |
160.27 (68.67) |
-57.15% | Details | |
| 5/13/2024 | Camtek | CAMT | New Coverage | Buy (N/A) |
90.46 (60.37) |
-33.26% | Details | |
| 5/13/2024 | Nova Measuring Instruments | NVMI | New Coverage | Buy (N/A) |
193.50 (175.62) |
-9.24% | Details | |
| 5/13/2024 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
26.76 (18.06) |
-32.51% | Details | |
| 5/13/2024 | Rambus Inc. | RMBS | New Coverage | Buy (N/A) |
56.70 (45.72) |
-19.37% | Details | |
| 5/13/2024 | Lattice Semiconductor | LSCC | New Coverage | Buy (N/A) |
69.55 (41.18) |
-40.79% | Details | |
| 5/13/2024 | AMD | AMD | New Coverage | Buy (N/A) |
151.92 (114.81) |
-24.43% | Details | |
| 5/13/2024 | Intel | INTC | New Coverage | Hold (N/A) |
29.85 (18.93) |
-36.58% | Details | |
| 5/13/2024 | Lam Research | LRCX | New Coverage | Buy (N/A) |
915.42 (63.76) |
-93.03% | Details | |
| 5/13/2024 | Analog Devices | ADI | New Coverage | Buy (N/A) |
207.19 (176.27) |
-14.92% | Details | |
| 5/13/2024 | KLA Corporation | KLAC | New Coverage | Buy (N/A) |
718.27 (705.54) |
-1.77% | Details | |
| 5/13/2024 | NXP Semiconductors NV | NXPI | New Coverage | Buy (N/A) |
261.73 (170.74) |
-34.76% | Details | |
| 5/13/2024 | Microchip Technology | MCHP | New Coverage | Buy (N/A) |
91.50 (38.56) |
-57.86% | Details | |
| 5/13/2024 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
70.46 (34.64) |
-50.84% | Details | |
| 5/13/2024 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
51.09 (31.70) |
-37.95% | Details | |
| 5/13/2024 | MACOM Technology Solutions | MTSI | New Coverage | Buy (N/A) |
101.39 (97.29) |
-4.04% | Details | |
| 5/13/2024 | Onto Innovation Inc. | ONTO | New Coverage | Buy (N/A) |
208.42 (114.99) |
-44.83% | Details | |
| 5/13/2024 | Marvell | MRVL | New Coverage | Buy (Buy) |
67.68 (51.70) |
-23.61% | Details | |
| 5/13/2024 | Texas Instruments | TXN | New Coverage | Hold (Buy) |
185.32 (148.44) |
-19.9% | Details | |
| 5/13/2024 | Applied Materials | AMAT | New Coverage | Hold (Buy) |
206.33 (150.68) |
-26.97% | Details | |
| 5/13/2024 | Broadcom Limited | AVGO | New Coverage | Buy (Buy) |
1305.67 (170.99) |
-86.9% | Details | |
| 5/13/2024 | NVIDIA | NVDA | New Coverage | Buy (Buy) |
88.75 (101.49) |
14.35% | Details | |
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Buy (N/A) |
75.59 (58.96) |
-22% | Details |
