Ratings by Jefferies (Blayne Curtis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2026 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2026 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
107.93 (272.01) |
152.02% | Details | |
| 4/10/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 12/15/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | KLA Corporation | KLAC | Upgrade | Buy (Hold) |
1246.18 (244.49) |
-80.38% | Details | |
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2025 | SanDisk | SNDK | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Upgrade | Buy (Hold) |
164.67 (519.85) |
215.69% | Details | |
| 9/23/2025 | Onto Innovation Inc. | ONTO | Upgrade | Buy (Hold) |
122.67 (315.88) |
157.5% | Details | |
| 8/29/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2025 | SanDisk | SNDK | New Coverage | Buy (N/A) |
46.21 (1963.60) |
4149.3% | Details | |
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2025 | Onto Innovation Inc. | ONTO | Downgrade | Hold (Buy) |
99.40 (122.67) |
23.41% | Details | |
| 5/7/2025 | AMD | AMD | Maintain | Hold (N/A) |
|
Details | ||
| 4/2/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2025 | KLA Corporation | KLAC | Downgrade | Hold (Buy) |
705.54 (1246.18) |
76.63% | Details | |
| 3/28/2025 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
150.68 (585.88) |
288.82% | Details | |
| 3/27/2025 | AMD | AMD | Downgrade | Hold (Buy) |
114.81 (519.85) |
352.79% | 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 (827.92) |
971.19% | Details | |
| 2/21/2025 | Coherent | COHR | New Coverage | Buy (N/A) |
86.38 (381.22) |
341.33% | Details | |
| 2/21/2025 | Harmonic Inc. | HLIT | New Coverage | Hold (N/A) |
10.61 (14.66) |
38.17% | 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 (12.88) |
-28.36% | 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 (41.22) |
398.43% | Details | |
| 5/13/2024 | Navitas Semiconductor | NVTS | New Coverage | Hold (N/A) |
4.10 (21.40) |
421.95% | Details | |
| 5/13/2024 | InterDigital Inc. | IDCC | New Coverage | Hold (N/A) |
106.52 (279.17) |
162.08% | Details | |
| 5/13/2024 | Impinj Inc | PI | New Coverage | Buy (N/A) |
160.27 (125.22) |
-21.87% | Details | |
| 5/13/2024 | Camtek | CAMT | New Coverage | Buy (N/A) |
90.46 (169.39) |
87.25% | Details | |
| 5/13/2024 | Nova Measuring Instruments | NVMI | New Coverage | Buy (N/A) |
193.50 (527.88) |
172.81% | Details | |
| 5/13/2024 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
26.76 (55.52) |
107.47% | Details | |
| 5/13/2024 | Rambus Inc. | RMBS | New Coverage | Buy (N/A) |
56.70 (128.21) |
126.12% | Details | |
| 5/13/2024 | Lattice Semiconductor | LSCC | New Coverage | Buy (N/A) |
69.55 (144.61) |
107.92% | 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 (132.28) |
343.15% | Details | |
| 5/13/2024 | Lam Research | LRCX | New Coverage | Buy (N/A) |
915.42 (371.33) |
-59.44% | Details | |
| 5/13/2024 | Analog Devices | ADI | New Coverage | Buy (N/A) |
207.19 (407.26) |
96.56% | 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 (299.94) |
14.6% | Details | |
| 5/13/2024 | Microchip Technology | MCHP | New Coverage | Buy (N/A) |
91.50 (93.26) |
1.92% | Details | |
| 5/13/2024 | ON Semiconductor | ON | New Coverage | Buy (N/A) |
70.46 (117.06) |
66.14% | Details | |
| 5/13/2024 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
51.09 (83.39) |
63.22% | Details | |
| 5/13/2024 | MACOM Technology Solutions | MTSI | New Coverage | Buy (N/A) |
101.39 (372.15) |
267.05% | Details | |
| 5/13/2024 | Onto Innovation Inc. | ONTO | New Coverage | Buy (N/A) |
208.42 (99.40) |
-52.31% | Details | |
| 5/13/2024 | Marvell | MRVL | New Coverage | Buy (Buy) |
67.68 (279.04) |
312.29% | Details | |
| 5/13/2024 | Texas Instruments | TXN | New Coverage | Hold (Buy) |
185.32 (304.36) |
64.23% | 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 (380.15) |
-70.88% | Details | |
| 5/13/2024 | NVIDIA | NVDA | New Coverage | Buy (Buy) |
88.75 (200.04) |
125.4% | Details | |
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Buy (N/A) |
75.59 (397.02) |
425.23% | Details |
