Ratings by Wolfe Research (Chris Caso)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/25/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Qualcomm | QCOM | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Qorvo Inc | QRVO | Downgrade | Peerperform (Outperform) |
81.72 (84.35) |
3.22% | Details | |
| 4/10/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/30/2026 | Broadcom Limited | AVGO | Upgrade | Outperform (Peerperform) |
330.73 (384.05) |
16.12% | Details | |
| 1/29/2026 | Lam Research | LRCX | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/15/2026 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Monolithic Power Systems | MPWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2025 | Qualcomm | QCOM | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/14/2025 | Monolithic Power Systems | MPWR | Upgrade | Outperform (Peerperform) |
981.67 (1291.38) |
31.55% | Details | |
| 10/14/2025 | AMD | AMD | Upgrade | Outperform (Peerperform) |
216.42 (534.39) |
146.92% | Details | |
| 10/13/2025 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Texas Instruments | TXN | Upgrade | Outperform (Peerperform) |
184.99 (298.57) |
61.4% | Details | |
| 7/28/2025 | Texas Instruments | TXN | Upgrade | Outperform (Peerperform) |
184.99 (184.99) |
0% | Details | |
| 6/26/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | AMD | AMD | Downgrade | Peerperform (Outperform) |
119.96 (534.39) |
345.47% | Details | |
| 1/15/2025 | Lam Research | LRCX | Downgrade | Peerperform (Outperform) |
75.06 (329.92) |
339.54% | Details | |
| 12/19/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | Intel | INTC | Maintain | Peerperform (Peerperform) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/11/2024 | Monolithic Power Systems | MPWR | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2024 | Intel | INTC | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/17/2024 | Intel | INTC | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2024 | Texas Instruments | TXN | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/20/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | Qualcomm | QCOM | Downgrade | Peerperform (Outperform) |
164.48 (183.98) |
11.86% | Details | |
| 7/8/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Intel | INTC | Upgrade | Peerperform (Underperform) |
31.27 (103.12) |
229.77% | Details | |
| 5/9/2024 | Skyworks Solutions | SWKS | Downgrade | Peerperform (Outperform) |
93.24 (58.24) |
-37.54% | Details | |
| 5/2/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/3/2024 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 3/13/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Allegro MicroSystems | ALGM | Upgrade | Outperform (Peerperform) |
29.14 (50.86) |
74.54% | Details | |
| 1/26/2024 | KLA Corporation | KLAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Microchip Technology | MCHP | Upgrade | Outperform (Peerperform) |
85.16 (84.23) |
-1.09% | Details | |
| 1/18/2024 | Analog Devices | ADI | Upgrade | Outperform (Peerperform) |
187.79 (386.01) |
105.55% | Details | |
| 1/18/2024 | NXP Semiconductors NV | NXPI | Upgrade | Outperform (Peerperform) |
208.99 (278.39) |
33.21% | Details | |
| 12/21/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Peerperform (N/A) |
54.08 (298.99) |
452.87% | Details | |
| 9/21/2023 | Broadcom Limited | AVGO | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/15/2023 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
144.58 (575.39) |
297.97% | Details | |
| 9/15/2023 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
658.66 (75.06) |
-88.6% | Details | |
| 9/14/2023 | KLA Corporation | KLAC | New Coverage | Outperform (N/A) |
483.60 (222.25) |
-54.04% | Details | |
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2023 | Microchip Technology | MCHP | New Coverage | Peerperform (N/A) |
93.34 (84.23) |
-9.76% | Details | |
| 7/20/2023 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
47.49 (203.53) |
328.57% | Details | |
| 7/20/2023 | Texas Instruments | TXN | New Coverage | Peerperform (N/A) |
183.68 (298.57) |
62.55% | Details | |
| 7/20/2023 | Qualcomm | QCOM | New Coverage | Outperform (N/A) |
122.86 (183.98) |
49.75% | Details | |
| 7/20/2023 | Marvell | MRVL | New Coverage | Outperform (N/A) |
65.76 (217.53) |
230.79% | Details | |
| 7/20/2023 | NXP Semiconductors NV | NXPI | New Coverage | Peerperform (N/A) |
223.66 (278.39) |
24.47% | Details | |
| 7/20/2023 | Allegro MicroSystems | ALGM | New Coverage | Peerperform (N/A) |
52.72 (50.86) |
-3.53% | Details | |
| 7/20/2023 | Analog Devices | ADI | New Coverage | Peerperform (N/A) |
196.50 (386.01) |
96.44% | Details | |
| 7/20/2023 | ON Semiconductor | ON | New Coverage | Peerperform (N/A) |
104.84 (90.37) |
-13.8% | Details | |
| 7/20/2023 | Intel | INTC | New Coverage | Underperform (N/A) |
34.50 (103.12) |
198.9% | Details | |
| 7/20/2023 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
67.45 (63.94) |
-5.2% | Details | |
| 7/20/2023 | AMD | AMD | New Coverage | Outperform (N/A) |
117.93 (534.39) |
353.14% | Details | |
| 7/20/2023 | SiTime Corp. | SITM | New Coverage | Outperform (N/A) |
130.83 (602.55) |
360.56% | Details | |
| 7/20/2023 | Skyworks Solutions | SWKS | New Coverage | Outperform (N/A) |
115.04 (58.24) |
-49.37% | Details | |
| 7/20/2023 | Monolithic Power Systems | MPWR | New Coverage | Peerperform (N/A) |
588.11 (1291.38) |
119.58% | Details | |
| 7/20/2023 | Micron Technology | MU | New Coverage | Outperform (N/A) |
64.94 (937.00) |
1342.87% | Details | |
| 7/20/2023 | Qorvo Inc | QRVO | New Coverage | Outperform (N/A) |
106.77 (81.72) |
-23.46% | Details | |
| 7/20/2023 | Broadcom Limited | AVGO | New Coverage | Peerperform (N/A) |
903.43 (330.73) |
-63.39% | Details |
