Ratings by Jefferies (Mark Lipacis)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. 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
(46.10)
-10.33% 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
(46.18)
-1.89% 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
(426.15)
-41.26% Details
1/5/2022 KLA Corporation KLAC New Coverage Buy
(N/A)
435.09
(319.08)
-26.66% Details
1/5/2022 Applied Materials AMAT New Coverage Buy
(N/A)
159.93
(90.98)
-43.11% 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
(58.67)
-28.63% 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
(40.34)
-37.23% Details
11/22/2021 Arteris, Inc AIP New Coverage Buy
(N/A)
24.70
(6.97)
-71.78% Details
11/18/2021 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
11/15/2021 Navitas Semiconductor NVTS New Coverage Buy
(N/A)
17.60
(3.86)
-78.07% 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
(6.02)
-70.26% 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
(6.02)
-68.92% 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
(20.69)
-9.21% 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
(37.41)
-37.29% Details
1/6/2020 STMicroelectronics STM New Coverage Hold
(N/A)
27.33
(31.47)
15.15% 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
(46.10)
184.39% 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