Ratings by Baird (Tristan Gerra)
| Date | Company | Symbol | 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 |
