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Ratings by Jefferies (Mark Lipacis)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
2/22/2024 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/21/2024 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
2/8/2024 Arm Holdings ARM Maintain Buy
(N/A)
 
 
  Details
2/1/2024 Allegro MicroSystems ALGM Maintain Buy
(Buy)
 
 
  Details
1/31/2024 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/24/2024 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
1/10/2024 Arm Holdings ARM Maintain Buy
(N/A)
 
 
  Details
11/17/2023 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
11/8/2023 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
11/1/2023 AMD AMD Maintain Buy
(N/A)
 
 
  Details
10/31/2023 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
10/9/2023 Arm Holdings ARM New Coverage Buy
(N/A)
52.51
(128.53)
144.77% Details
8/24/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/23/2023 MACOM Technology Solutions MTSI Maintain Buy
(N/A)
 
 
  Details
8/1/2023 Rambus Inc. RMBS Maintain Buy
(N/A)
 
 
  Details
8/1/2023 Lattice Semiconductor LSCC Maintain Buy
(N/A)
 
 
  Details
7/26/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
7/26/2023 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
7/26/2023 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
6/28/2023 InterDigital Inc. IDCC Maintain Buy
(N/A)
 
 
  Details
6/22/2023 Intel INTC Maintain Hold
(N/A)
 
 
  Details
6/21/2023 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
6/20/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/14/2023 AMD AMD Maintain Buy
(N/A)
 
 
  Details
6/8/2023 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
6/8/2023 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
5/25/2023 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
5/25/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
5/18/2023 Rambus Inc. RMBS Upgrade Buy
(Hold)
52.59
(57.91)
10.12% Details
5/17/2023 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
5/16/2023 Lattice Semiconductor LSCC Maintain Buy
(N/A)
 
 
  Details
5/10/2023 GlobalFoundries Inc. GFS Maintain Buy
(N/A)
 
 
  Details
5/3/2023 AMD AMD Maintain Buy
(N/A)
 
 
  Details
4/25/2023 Luminar Technologies LAZR New Coverage Buy
(N/A)
5.61
(2.30)
-59% Details
4/20/2023 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
3/15/2023 Allegro MicroSystems ALGM Maintain Buy
(N/A)
 
 
  Details
2/23/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/17/2023 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
2/14/2023 Lattice Semiconductor LSCC Maintain Buy
(N/A)
 
 
  Details
2/13/2023 Impinj Inc PI Maintain Buy
(N/A)
 
 
  Details
2/10/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/7/2023 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
2/3/2023 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
2/3/2023 Texas Industries TXI Maintain Buy
(N/A)
 
 
  Details
2/1/2023 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
1/26/2023 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
1/25/2023 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
1/25/2023 Texas Industries TXI Maintain Buy
(N/A)
 
 
  Details
1/12/2023 Impinj Inc PI Maintain Buy
(N/A)
 
 
  Details
12/19/2022 Navitas Semiconductor NVTS Maintain Buy
(N/A)
 
 
  Details
12/9/2022 InterDigital Inc. IDCC New Coverage Buy
(N/A)
48.23
(109.28)
126.58% Details
11/9/2022 GlobalFoundries Inc. GFS Maintain Buy
(N/A)
 
 
  Details
10/26/2022 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
10/20/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
9/2/2022 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
8/25/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/2/2022 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
7/29/2022 Intel INTC Maintain Hold
(N/A)
 
 
  Details
7/27/2022 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
6/10/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
5/20/2022 Applied Materials AMAT 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
4/29/2022 KLA Corporation KLAC Maintain Buy
(N/A)
 
 
  Details
4/29/2022 M/A-COM Technology Solutions MTSI Upgrade Buy
(Hold)
51.41
(87.52)
70.24% Details
4/27/2022 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
4/21/2022 Lam Research LRCX Maintain Buy
(N/A)
 
 
  Details
4/8/2022 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
3/10/2022 Arteris, Inc AIP Maintain Buy
(N/A)
 
 
  Details
3/3/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Intel INTC Maintain Hold
(N/A)
 
 
  Details
2/16/2022 Tower Semiconductor TSEM Downgrade Hold
(Buy)
47.07
(33.52)
-28.79% Details
2/8/2022 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
2/4/2022 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
2/2/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/5/2022 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/5/2022 AMD AMD Maintain Buy
(N/A)
 
 
  Details
1/5/2022 Lam Research LRCX New Coverage Buy
(N/A)
725.46
(944.36)
30.17% Details
1/5/2022 KLA Corporation KLAC New Coverage Buy
(N/A)
435.09
(683.77)
57.16% Details
1/5/2022 Applied Materials AMAT New Coverage Buy
(N/A)
159.93
(199.73)
24.89% Details
12/17/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
12/17/2021 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
12/15/2021 Impinj Inc PI New Coverage Buy
(N/A)
82.21
(100.23)
21.92% Details
12/10/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
12/8/2021 Tower Semiconductor TSEM Maintain Buy
(N/A)
 
 
  Details
12/3/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
12/1/2021 Microchip Technology MCHP 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)
64.27
(54.11)
-15.81% Details
11/22/2021 Arteris, Inc AIP New Coverage Buy
(N/A)
24.70
(7.03)
-71.54% Details
11/18/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/15/2021 Navitas Semiconductor NVTS New Coverage Buy
(N/A)
17.60
(5.88)
-66.59% Details
11/9/2021 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
11/5/2021 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
11/5/2021 MACOM Technology Solutions MTSI Maintain Hold
(N/A)
 
 
  Details
11/2/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
10/28/2021 Xilinx XLNX Maintain Buy
(N/A)
 
 
  Details
10/27/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
10/7/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
9/23/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
9/3/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
9/3/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
8/9/2021 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
8/6/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
8/5/2021 SkyWater Technology, Inc SKYT Downgrade Hold
(Buy)
20.24
(9.82)
-51.48% Details
8/3/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
7/28/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
7/27/2021 Intel INTC Maintain Hold
(N/A)
 
 
  Details
7/23/2021 Intel INTC Maintain Hold
(N/A)
 
 
  Details
7/22/2021 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
6/17/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/16/2021 Microchip Technology MCHP 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
5/18/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
5/17/2021 SkyWater Technology, Inc SKYT New Coverage Buy
(N/A)
19.37
(9.82)
-49.3% Details
5/13/2021 TowerJazz TSEM Maintain Buy
(N/A)
 
 
  Details
5/4/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
4/28/2021 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
4/28/2021 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
4/28/2021 Maxim Integrated Products MXIM Maintain Buy
(N/A)
 
 
  Details
3/24/2021 Intel INTC Maintain Hold
(N/A)
 
 
  Details
2/18/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
2/5/2021 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
2/5/2021 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
2/3/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
2/3/2021 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
2/2/2021 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
1/28/2021 Xilinx XLNX Maintain Buy
(N/A)
 
 
  Details
1/27/2021 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
1/22/2021 Intel INTC Maintain Hold
(N/A)
 
 
  Details
1/19/2021 TowerJazz TSEM Maintain Buy
(N/A)
 
 
  Details
1/19/2021 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
1/19/2021 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
1/19/2021 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
1/19/2021 AMD AMD Maintain Buy
(N/A)
 
 
  Details
12/11/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
12/11/2020 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
11/23/2020 Allegro MicroSystems ALGM New Coverage Buy
(N/A)
22.79
(31.09)
36.42% Details
11/13/2020 TowerJazz TSEM Maintain Buy
(N/A)
 
 
  Details
10/28/2020 Maxim Integrated Products MXIM Maintain Buy
(N/A)
 
 
  Details
10/28/2020 Lattice Semiconductor LSCC Maintain Buy
(N/A)
 
 
  Details
10/23/2020 Intel INTC Maintain Hold
(N/A)
 
 
  Details
10/21/2020 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
10/9/2020 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
10/9/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
9/14/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
9/4/2020 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
8/28/2020 Marvell MRVL Maintain Buy
(N/A)
 
 
  Details
8/20/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/11/2020 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
8/10/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
8/5/2020 Inphi Corp. IPHI Maintain Buy
(N/A)
 
 
  Details
8/4/2020 Intel INTC Maintain Hold
(N/A)
 
 
  Details
8/4/2020 AMD AMD Maintain Buy
(N/A)
 
 
  Details
7/30/2020 MACOM Technology Solutions MTSI Maintain Hold
(N/A)
 
 
  Details
7/29/2020 Lattice Semiconductor LSCC Maintain Buy
(N/A)
 
 
  Details
7/29/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
7/29/2020 Maxim Integrated Products MXIM Maintain Buy
(N/A)
 
 
  Details
7/23/2020 STMicroelectronics STM Maintain Hold
(N/A)
 
 
  Details
7/22/2020 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
6/17/2020 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/17/2020 Rambus Inc. RMBS Maintain Hold
(N/A)
 
 
  Details
6/9/2020 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
6/3/2020 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
5/21/2020 Analog Devices ADI Maintain Buy
(N/A)
 
 
  Details
4/22/2020 Intel INTC Maintain Buy
(N/A)
 
 
  Details
4/8/2020 NXP Semiconductors NV NXPI Maintain Buy
(N/A)
 
 
  Details
1/23/2020 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
1/21/2020 Intel INTC Upgrade Hold
(Underperform)
59.66
(42.98)
-27.96% Details
1/6/2020 STMicroelectronics STM New Coverage Hold
(N/A)
27.33
(45.63)
66.96% Details
10/23/2019 Texas Instruments TXN Maintain Buy
(N/A)
 
 
  Details
8/20/2019 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
8/6/2019 ON Semiconductor ON Maintain Buy
(N/A)
 
 
  Details
6/14/2019 Broadcom Limited AVGO Maintain Buy
(N/A)
 
 
  Details
4/25/2019 M/A-COM Technology Solutions MTSI Downgrade Hold
(Buy)
16.21
(87.52)
439.91% Details
4/1/2019 AMD AMD Maintain Buy
(N/A)
 
 
  Details
3/20/2019 AMD AMD Maintain Buy
(N/A)
 
 
  Details
3/20/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
3/8/2019 Microchip Technology MCHP Maintain Buy
(N/A)
 
 
  Details
2/13/2019 Lattice Semiconductor LSCC Maintain Buy
(N/A)
 
 
  Details
1/29/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/25/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
1/11/2019 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
10/31/2018 Maxim Integrated Products MXIM Maintain Buy
(Buy)
 
 
  Details
9/21/2018 AMD AMD Maintain Buy
(N/A)
 
 
  Details
9/4/2018 AMD AMD Maintain Buy
(N/A)
 
 
  Details