Ratings by Baird (Tristan Gerra)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/2/2022 Ambarella AMBA Maintain Outperform
(N/A)
 
 
  Details
4/11/2022 NVIDIA NVDA Downgrade Neutral
(Outperform)
242.08
(171.26)
-29.25% Details
3/29/2022 NVIDIA NVDA Maintain Outperform
(N/A)
 
 
  Details
2/10/2022 Ambarella AMBA Upgrade Outperform
(Neutral)
144.68
(72.86)
-49.64% Details
11/22/2021 GlobalFoundries Inc. GFS New Coverage Outperform
(N/A)
64.27
(45.89)
-28.6% Details
10/13/2021 Skyworks Solutions SWKS Downgrade Neutral
(Outperform)
159.46
(98.03)
-38.52% Details
8/26/2021 Rockley Photonics Holdings Ltd RKLY New Coverage Outperform
(N/A)
7.59
(2.66)
-64.95% Details
7/20/2021 Velodyne Lidar, Inc. VLDR Downgrade Neutral
(Outperform)
9.08
(1.23)
-86.45% Details
6/25/2021 Luminar Technologies LAZR Upgrade Outperform
(Neutral)
22.42
(7.49)
-66.59% Details
5/5/2021 Ouster Inc. OUST New Coverage Outperform
(N/A)
10.65
(1.93)
-81.88% Details
5/5/2021 NVIDIA NVDA New Coverage Outperform
(N/A)
593.47
(171.26)
-71.14% Details
5/4/2021 ON Semiconductor ON Upgrade Outperform
(Neutral)
37.57
(52.97)
40.99% Details
4/1/2021 Aeva Technologies Inc. AEVA New Coverage Outperform
(N/A)
11.32
(3.59)
-68.29% Details
10/21/2020 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
10/12/2020 Xilinx XLNX Downgrade Neutral
(Outperform)
120.94
(194.92)
61.17% Details
10/9/2020 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
9/30/2020 Velodyne Lidar, Inc. VLDR New Coverage Outperform
(N/A)
0.05
(1.23)
2360% Details
9/30/2020 Micron Technology MU Maintain Neutral
(N/A)
 
 
  Details
9/21/2020 Semtech Corp. SMTC Maintain Outperform
(N/A)
 
 
  Details
8/26/2020 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
8/6/2020 Himax Technologies HIMX Maintain Outperform
(N/A)
 
 
  Details
8/6/2020 Western Digital Corp. WDC Maintain Outperform
(N/A)
 
 
  Details
7/27/2020 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
7/27/2020 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
7/24/2020 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
7/24/2020 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
7/24/2020 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
7/22/2020 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
7/13/2020 Analog Devices ADI Maintain Outperform
(N/A)
 
 
  Details
5/29/2020 Ambarella AMBA New Coverage Neutral
(N/A)
57.05
(72.86)
27.71% Details
5/21/2020 Analog Devices ADI Maintain Outperform
(N/A)
 
 
  Details
4/29/2020 Lattice Semiconductor LSCC Maintain Outperform
(N/A)
 
 
  Details
4/23/2020 Seagate Technology STX Maintain Outperform
(N/A)
 
 
  Details
4/17/2020 Diodes DIOD Upgrade Outperform
(Neutral)
44.85
(66.40)
48.05% Details
3/25/2020 Himax Technologies HIMX New Coverage Outperform
(N/A)
2.36
(8.99)
280.93% Details
3/13/2020 Broadcom Limited AVGO Maintain Outperform
(N/A)
 
 
  Details
3/13/2020 Broadcom Limited AVGO Maintain Outperform
(N/A)
 
 
  Details
3/12/2020 Semtech Corp. SMTC Maintain Outperform
(N/A)
 
 
  Details
3/12/2020 Semtech Corp. SMTC Maintain Outperform
(N/A)
 
 
  Details
3/6/2020 ON Semiconductor ON Maintain Neutral
(N/A)
 
 
  Details
3/5/2020 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
3/2/2020 Western Digital Corp. WDC Upgrade Outperform
(Underperform)
55.17
(47.07)
-14.68% Details
3/2/2020 Micron Technology MU Upgrade Neutral
(Underperform)
50.58
(58.44)
15.54% Details
3/2/2020 Seagate Technology STX Upgrade Outperform
(Neutral)
48.36
(74.15)
53.33% Details
2/13/2020 Sequans Communications SQNS Maintain Outperform
(N/A)
 
 
  Details
2/12/2020 Diodes DIOD Maintain Neutral
(N/A)
 
 
  Details
1/31/2020 Western Digital Corp. WDC Maintain Underperform
(N/A)
 
 
  Details
1/31/2020 Western Digital Corp. WDC Maintain Underperform
(N/A)
 
 
  Details
1/29/2020 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
1/24/2020 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
1/24/2020 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
1/23/2020 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
1/23/2020 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
1/6/2020 Knowles Corp KN Maintain Outperform
(N/A)
 
 
  Details
1/6/2020 Lattice Semiconductor LSCC Maintain Outperform
(N/A)
 
 
  Details
12/19/2019 Micron Technology MU Maintain Underperform
(N/A)
 
 
  Details
12/13/2019 Broadcom Limited AVGO Maintain Outperform
(N/A)
 
 
  Details
12/5/2019 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
11/6/2019 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
10/30/2019 Lattice Semiconductor LSCC Maintain Outperform
(N/A)
 
 
  Details
10/30/2019 Lattice Semiconductor LSCC Maintain Outperform
(N/A)
 
 
  Details
10/29/2019 Diodes DIOD Maintain Neutral
(N/A)
 
 
  Details
10/25/2019 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
10/24/2019 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
10/23/2019 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
9/27/2019 Micron Technology MU Maintain Underperform
(N/A)
 
 
  Details
9/23/2019 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
9/23/2019 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
9/12/2019 Knowles Corp KN Maintain Outperform
(N/A)
 
 
  Details
9/4/2019 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
8/26/2019 Semtech Corp. SMTC Maintain Outperform
(N/A)
 
 
  Details
7/26/2019 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
7/26/2019 Knowles Corp KN Maintain Outperform
(N/A)
 
 
  Details
7/26/2019 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
7/26/2019 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
7/25/2019 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
6/21/2019 Micron Technology MU Maintain Underperform
(N/A)
 
 
  Details
6/17/2019 Broadcom Limited AVGO Maintain Outperform
(N/A)
 
 
  Details
6/14/2019 Broadcom Limited AVGO Maintain Outperform
(N/A)
 
 
  Details
6/5/2019 Skyworks Solutions SWKS Maintain Outperform
(Outperform)
 
 
  Details
5/1/2019 Lattice Semiconductor LSCC Maintain Outperform
(N/A)
 
 
  Details
5/1/2019 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
4/30/2019 Seagate Technology STX Maintain Neutral
(N/A)
 
 
  Details
4/26/2019 Western Digital Corp. WDC Downgrade Underperform
(Neutral)
53.94
(47.07)
-12.74% Details
4/24/2019 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
3/28/2019 Xilinx XLNx Maintain Outperform
(N/A)
 
 
  Details
3/21/2019 Micron Technology MU Maintain Underperform
(N/A)
 
 
  Details
2/27/2019 ON Semiconductor ON Downgrade Neutral
(Outperform)
22.52
(52.97)
135.21% Details
2/27/2019 Diodes DIOD Downgrade Neutral
(Outperform)
43.29
(44.85)
3.6% Details
2/22/2019 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
2/20/2019 Sequans Communications SQNS Maintain Outperform
(Outperform)
 
 
  Details
2/13/2019 Lattice Semiconductor LSCC Maintain Outperform
(N/A)
 
 
  Details
2/8/2019 Knowles Corp KN Maintain Outperform
(N/A)
 
 
  Details
2/6/2019 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
2/4/2019 ON Semiconductor ON Maintain Outperform
(N/A)
 
 
  Details
1/25/2019 Intel INTC Maintain Outperform
(N/A)
 
 
  Details
1/25/2019 Western Digital Corp. WDC Maintain Outperform
(Outperform)
 
 
  Details
1/24/2019 Texas Instruments TXN Maintain Neutral
(N/A)
 
 
  Details
1/24/2019 Xilinx XLNX Maintain Outperform
(N/A)
 
 
  Details
1/11/2019 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
12/19/2018 Micron Technology MU Maintain Underperform
(N/A)
 
 
  Details
12/14/2018 Lattice Semiconductor LSCC Upgrade Outperform
(Neutral)
6.69
(52.01)
677.43% Details
12/13/2018 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
11/21/2018 Analog Devices ADI Maintain Outperform
(N/A)
 
 
  Details
11/20/2018 Micron Technology MU Downgrade Underperform
(Outperform)
36.83
(58.44)
58.67% Details
11/9/2018 Skyworks Solutions SWKS Maintain Outperform
(N/A)
 
 
  Details
11/8/2018 Himax Technologies HIMX Maintain Outperform
(N/A)
 
 
  Details
11/7/2018 Diodes DIOD Maintain Outperform
(N/A)
 
 
  Details
10/29/2018 Lattice Semiconductor LSCC Maintain Neutral
(Neutral)
 
 
  Details
10/25/2018 AMD AMD Maintain Neutral
(N/A)
 
 
  Details
10/12/2018 Himax Technologies HIMX Maintain Outperform
(N/A)
 
 
  Details
10/1/2018 Himax Technologies HIMX Maintain Outperform
(N/A)
 
 
  Details
10/1/2018 AMD AMD Downgrade Neutral
(Outperform)
32.59
(87.08)
167.2% Details
9/21/2018 Micron Technology MU Maintain Outperform
(N/A)
 
 
  Details
9/7/2018 Broadcom Limited AVGO Maintain Outperform
(N/A)
 
 
  Details
9/6/2018 Micron Technology MU Maintain Outperform
(Outperform)
 
 
  Details
8/28/2018 Xilinx XLNX Upgrade Outperform
(Neutral)
75.24
(194.92)
159.06% Details