Ratings by Susquehanna (Christopher Rolland)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/2/2026 | Credo Tech | CRDO | Maintain | Positive (N/A) |
|
Details | ||
| 5/29/2026 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 5/28/2026 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 5/27/2026 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 5/26/2026 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 5/20/2026 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 5/12/2026 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/8/2026 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 5/8/2026 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 5/8/2026 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 5/8/2026 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2026 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Positive (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 5/5/2026 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 4/24/2026 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 4/16/2026 | Arm Holdings | ARM | Maintain | Positive (N/A) |
|
Details | ||
| 4/14/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2026 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 3/3/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Positive (N/A) |
|
Details | ||
| 2/24/2026 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 2/23/2026 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 2/6/2026 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Downgrade | Neutral (Positive) |
148.89 (226.11) |
51.86% | Details | |
| 2/4/2026 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Fabrinet | FN | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2026 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 1/21/2026 | Arm Holdings | ARM | Upgrade | Positive (Neutral) |
107.17 (439.46) |
310.06% | Details | |
| 1/20/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2025 | MACOM Technology Solutions | MTSI | New Coverage | Neutral (N/A) |
177.25 (391.41) |
120.82% | Details | |
| 12/15/2025 | Fabrinet | FN | New Coverage | Positive (N/A) |
470.89 (573.76) |
21.85% | Details | |
| 12/4/2025 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 11/25/2025 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/18/2025 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 11/13/2025 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/7/2025 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 11/6/2025 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 11/6/2025 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 10/30/2025 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 10/30/2025 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2025 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Positive (N/A) |
|
Details | ||
| 10/15/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Positive (N/A) |
|
Details | ||
| 8/20/2025 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 8/7/2025 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 8/5/2025 | Silicon Labs | SLAB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2025 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2025 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 7/24/2025 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2025 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 7/23/2025 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2025 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2025 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2025 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | Silicon Labs | SLAB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2025 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2025 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Positive (N/A) |
|
Details | ||
| 7/22/2025 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 6/3/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Positive (N/A) |
|
Details | ||
| 5/29/2025 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 5/28/2025 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 5/27/2025 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 5/22/2025 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/13/2025 | Silicon Labs | SLAB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2025 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 4/30/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 4/23/2025 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 4/16/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2025 | Credo Technology Group Holding Ltd. | CRDO | Upgrade | Positive (Neutral) |
43.70 (271.83) |
522.04% | Details | |
| 3/5/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 2/11/2025 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2025 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/31/2025 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 1/30/2025 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 1/29/2025 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2025 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2025 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2025 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2025 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2025 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2025 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2025 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2025 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 1/8/2025 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 12/17/2024 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Neutral (N/A) |
77.25 (271.83) |
251.88% | Details | |
| 12/17/2024 | Silicon Labs | SLAB | New Coverage | Neutral (N/A) |
131.12 (219.75) |
67.59% | Details | |
| 12/4/2024 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 11/27/2024 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 11/27/2024 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 11/21/2024 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 11/20/2024 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 11/14/2024 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 11/7/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 11/5/2024 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 11/5/2024 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 11/1/2024 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2024 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2024 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 10/1/2024 | MaxLinear | MXL | Downgrade | Neutral (Positive) |
14.48 (88.76) |
512.98% | Details | |
| 8/22/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2024 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 7/30/2024 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 7/26/2024 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2024 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 7/17/2024 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 6/10/2024 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 6/10/2024 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 6/6/2024 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 5/2/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | Skyworks Solutions | SWKS | Downgrade | Neutral (Positive) |
106.59 (72.45) |
-32.03% | Details | |
| 4/30/2024 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 4/30/2024 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 4/29/2024 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 4/24/2024 | RTX Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 4/23/2024 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 4/23/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 4/1/2024 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 3/19/2024 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 3/14/2024 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 2/28/2024 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 2/28/2024 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 2/14/2024 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 2/8/2024 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 2/7/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 2/2/2024 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 2/1/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 1/31/2024 | Skyworks Solutions | SWKS | Maintain | Positive (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/29/2024 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Impinj Inc | PI | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2024 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 1/18/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 1/16/2024 | Skyworks Solutions | SWKS | Maintain | Positive (N/A) |
|
Details | ||
| 1/16/2024 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 1/16/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 1/16/2024 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 1/16/2024 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/16/2024 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 12/18/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 12/13/2023 | Impinj Inc | PI | New Coverage | Positive (N/A) |
80.10 (128.71) |
60.69% | Details | |
| 12/1/2023 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 12/1/2023 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 11/28/2023 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 11/22/2023 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 11/10/2023 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 11/9/2023 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 11/8/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 11/2/2023 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 10/26/2023 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Skyworks Solutions | SWKS | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2023 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 10/19/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/14/2023 | Semtech Corp. | SMTC | Upgrade | Positive (Neutral) |
22.87 (158.23) |
591.87% | Details | |
| 8/30/2023 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 8/24/2023 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 8/24/2023 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 8/23/2023 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 8/17/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Skyworks Solutions | SWKS | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2023 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2023 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 8/1/2023 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 7/31/2023 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2023 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 7/26/2023 | Raytheon Technologies Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 7/25/2023 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 7/20/2023 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 7/19/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2023 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 6/2/2023 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 6/1/2023 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2023 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/25/2023 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 5/25/2023 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 5/18/2023 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Positive (N/A) |
|
Details | ||
| 5/5/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 5/5/2023 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 5/5/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 5/4/2023 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 5/4/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 5/2/2023 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 4/27/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Skyworks Solutions | SWKS | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 4/25/2023 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 4/24/2023 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 4/20/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/30/2023 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/30/2023 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 3/30/2023 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 3/29/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2023 | Qualcomm | QCOM | Upgrade | Positive (Neutral) |
115.49 (148.89) |
28.92% | Details | |
| 3/16/2023 | Intel | INTC | Upgrade | Neutral (Negative) |
28.41 (133.99) |
371.63% | Details | |
| 3/16/2023 | Skyworks Solutions | SWKS | Upgrade | Positive (Neutral) |
111.70 (72.45) |
-35.14% | Details | |
| 3/3/2023 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 3/1/2023 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 3/1/2023 | Ambarella | AMBA | Maintain | Positive (N/A) |
|
Details | ||
| 2/16/2023 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Positive (N/A) |
|
Details | ||
| 2/14/2023 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 2/10/2023 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 2/10/2023 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 2/3/2023 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 2/3/2023 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 2/3/2023 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 2/3/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 2/2/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2023 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 2/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2023 | STMicroelectronics | STM | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Negative (N/A) |
|
Details | ||
| 1/26/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2023 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 1/24/2023 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 1/24/2023 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 1/24/2023 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2023 | Intel | INTC | Maintain | Negative (N/A) |
|
Details | ||
| 12/12/2022 | STMicroelectronics | STM | New Coverage | Positive (N/A) |
38.24 (78.39) |
104.99% | Details | |
| 12/12/2022 | Wolfspeed | WOLF | New Coverage | Neutral (N/A) |
82.67 (57.41) |
-30.56% | Details | |
| 12/12/2022 | Ambarella | AMBA | New Coverage | Positive (N/A) |
78.07 (69.97) |
-10.38% | Details | |
| 12/12/2022 | Analog Devices | ADI | New Coverage | Positive (N/A) |
168.68 (434.46) |
157.56% | Details | |
| 12/5/2022 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 12/1/2022 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/28/2022 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/15/2022 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 11/9/2022 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 11/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 10/26/2022 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 10/26/2022 | Raytheon Technologies Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 10/26/2022 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2022 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2022 | MaxLinear | MXL | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2022 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2022 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 10/24/2022 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 10/21/2022 | Intel | INTC | Maintain | Negative (N/A) |
|
Details | ||
| 10/21/2022 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 9/29/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 9/29/2022 | Intel | INTC | Maintain | Negative (N/A) |
|
Details | ||
| 9/29/2022 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 9/20/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 9/1/2022 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2022 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 8/25/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 8/9/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 8/5/2022 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 8/5/2022 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2022 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 8/1/2022 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 8/1/2022 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 7/29/2022 | Intel | INTC | Downgrade | Negative (Neutral) |
39.71 (133.99) |
237.42% | Details | |
| 7/19/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 7/13/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 6/16/2022 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 6/1/2022 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/24/2022 | Lattice Semiconductor | LSCC | Upgrade | Positive (Neutral) |
48.82 (153.72) |
214.87% | Details | |
| 5/18/2022 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/9/2022 | MaxLinear | MXL | Upgrade | Positive (Neutral) |
43.27 (88.76) |
105.13% | Details | |
| 5/6/2022 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 5/5/2022 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2022 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 5/3/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2022 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 4/29/2022 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2022 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2022 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 4/12/2022 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 3/17/2022 | Semtech Corp. | SMTC | Maintain | Negative (N/A) |
|
Details | ||
| 3/15/2022 | Semtech Corp. | SMTC | Maintain | Negative (N/A) |
|
Details | ||
| 3/7/2022 | Power Integrations | POWI | Maintain | Positive (N/A) |
|
Details | ||
| 3/7/2022 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 3/1/2022 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 2/24/2022 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 2/18/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2022 | Lattice Semiconductor | LSCC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2022 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 2/7/2022 | Power Integrations | POWI | Upgrade | Positive (Neutral) |
83.11 (87.11) |
4.81% | Details | |
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 12/16/2021 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2021 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 12/14/2021 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 12/7/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 12/2/2021 | Semtech Corp. | SMTC | Maintain | Negative (N/A) |
|
Details | ||
| 12/1/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 11/30/2021 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2021 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2021 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/10/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 11/8/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 11/5/2021 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 11/3/2021 | Lattice Semiconductor | LSCC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 10/29/2021 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 10/22/2021 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 10/20/2021 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 9/28/2021 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 9/22/2021 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2021 | Lattice Semiconductor | LSCC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 9/2/2021 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 8/25/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 8/11/2021 | II-VI, Inc. | IIVI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 8/6/2021 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 8/5/2021 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2021 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 7/30/2021 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2021 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 7/28/2021 | Raytheon Technologies Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 7/26/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 7/1/2021 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 6/15/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 6/3/2021 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 5/27/2021 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/25/2021 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/12/2021 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 5/12/2021 | Lattice Semiconductor | LSCC | Maintain | Negative (N/A) |
|
Details | ||
| 5/7/2021 | II-VI, Inc. | IIVI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2021 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 5/7/2021 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 5/6/2021 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 4/30/2021 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 4/28/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 4/27/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 4/19/2021 | Knowles Corp | KN | Downgrade | Neutral (Positive) |
21.35 (41.37) |
93.77% | Details | |
| 4/19/2021 | Lattice Semiconductor | LSCC | Downgrade | Neutral (Positive) |
57.92 (153.72) |
165.4% | Details | |
| 4/19/2021 | Qualcomm | QCOM | Downgrade | Neutral (Positive) |
138.21 (226.11) |
63.6% | Details | |
| 4/12/2021 | Raytheon Technologies Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 3/30/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 3/18/2021 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 3/2/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 3/2/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 2/22/2021 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 2/17/2021 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 2/5/2021 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2021 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 2/4/2021 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2021 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 1/29/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | Raytheon Technologies Corp. | RTX | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2021 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | Maxim Integrated Products | MXIM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | Knowles Corp | KN | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2021 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2021 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 1/26/2021 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2021 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2021 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 1/19/2021 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 1/15/2021 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/15/2021 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 1/15/2021 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 1/15/2021 | II-VI, Inc. | IIVI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2021 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2021 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 1/12/2021 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 1/12/2021 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 1/12/2021 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 1/12/2021 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 12/9/2020 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 12/3/2020 | Semtech Corp. | SMTC | Maintain | Negative (N/A) |
|
Details | ||
| 12/1/2020 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 11/16/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/6/2020 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 11/5/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2020 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 11/3/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2020 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 10/27/2020 | Xilinx | XLNX | Downgrade | Neutral (Positive) |
114.55 (194.92) |
70.16% | Details | |
| 10/26/2020 | AMD | AMD | Maintain | Positive (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2020 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2020 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 10/19/2020 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 10/8/2020 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 10/8/2020 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 9/14/2020 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 9/9/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2020 | Broadcom Limited | AVGO | Maintain | (N/A) |
|
Details | ||
| 8/24/2020 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 8/17/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 8/11/2020 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 8/6/2020 | Synaptics | SYNA | Maintain | Positive (N/A) |
|
Details | ||
| 8/4/2020 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 7/31/2020 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 7/29/2020 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Upgrade | Positive (Neutral) |
67.61 (537.37) |
694.81% | Details | |
| 7/27/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2020 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 7/21/2020 | Synaptics | SYNA | Upgrade | Positive (Neutral) |
72.05 (140.89) |
95.54% | Details | |
| 7/13/2020 | Maxim Integrated Products | MXIM | Downgrade | Neutral (Positive) |
64.09 (103.14) |
60.93% | Details | |
| 7/1/2020 | II-VI, Inc. | IIVI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2020 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 6/30/2020 | II-VI, Inc. | IIVI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2020 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 6/29/2020 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/25/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 6/12/2020 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 6/3/2020 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 6/2/2020 | Broadcom Limited | AVGO | Maintain | Positive (Positive) |
|
Details | ||
| 5/29/2020 | Marvell | MRVL | Maintain | Positive (Positive) |
|
Details | ||
| 5/28/2020 | Semtech Corp. | SMTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/19/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 5/11/2020 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 5/8/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2020 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 5/4/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 4/21/2020 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2020 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 4/7/2020 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/31/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 3/10/2020 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 3/6/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2020 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 2/18/2020 | Mellanox Technologies | MLNX | Upgrade | Positive (Neutral) |
121.17 (124.89) |
3.07% | Details | |
| 2/14/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 2/12/2020 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 2/12/2020 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 2/7/2020 | Synaptics | SYNA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2020 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2020 | Knowles Corp | KN | Maintain | Positive (N/A) |
|
Details | ||
| 2/5/2020 | Lumentum | LITE | Maintain | Positive (N/A) |
|
Details | ||
| 1/31/2020 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 1/29/2020 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Positive (N/A) |
|
Details | ||
| 1/28/2020 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2020 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 1/27/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 1/22/2020 | Intel | INTC | Maintain | Positive (N/A) |
|
Details | ||
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 12/13/2019 | Synaptics | SYNA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2019 | II-VI, Inc. | IIVI | New Coverage | Neutral (N/A) |
30.36 (41.95) |
38.18% | Details | |
| 12/12/2019 | Lumentum | LITE | New Coverage | Positive (N/A) |
69.81 (850.00) |
1117.59% | Details | |
| 11/15/2019 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/12/2019 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 11/7/2019 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 11/6/2019 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 10/30/2019 | Maxim Integrated Products | MXIM | Maintain | Positive (N/A) |
|
Details | ||
| 10/30/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2019 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 10/29/2019 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | Knowles Corp | KN | Maintain | Positive (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2019 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 10/23/2019 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2019 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 10/16/2019 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 9/26/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2019 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/19/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2019 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 8/29/2019 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2019 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2019 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 8/1/2019 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 8/1/2019 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 7/31/2019 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 7/31/2019 | Maxim Integrated Products | MXIM | Maintain | Positive (N/A) |
|
Details | ||
| 7/31/2019 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 7/29/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2019 | Knowles Corp | KN | Upgrade | Positive (Neutral) |
17.76 (41.37) |
132.94% | Details | |
| 7/24/2019 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 6/24/2019 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 6/24/2019 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2019 | MaxLinear | MXL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2019 | Cypress Semi | CY | Downgrade | Neutral (Positive) |
17.82 (23.82) |
33.67% | Details | |
| 5/30/2019 | Semtech Corp. | SMTC | Maintain | Positive (N/A) |
|
Details | ||
| 5/28/2019 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 5/22/2019 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 5/16/2019 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 5/16/2019 | Synaptics | SYNA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2019 | Cirrus Logic | CRUS | Maintain | Positive (N/A) |
|
Details | ||
| 5/2/2019 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 5/1/2019 | Maxim Integrated Products | MXIM | Maintain | Positive (N/A) |
|
Details | ||
| 5/1/2019 | Lattice Semiconductor | LSCC | Maintain | Positive (N/A) |
|
Details | ||
| 4/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2019 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2019 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 4/24/2019 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 4/24/2019 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2019 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 4/17/2019 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 3/20/2019 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 3/18/2019 | Synaptics | SYNA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2019 | Semtech Corp. | SMTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2019 | Mellanox Technologies | MLNX | Downgrade | Neutral (Positive) |
109.38 (124.89) |
14.18% | Details | |
| 3/6/2019 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details | ||
| 2/15/2019 | NVIDIA | NVDA | Maintain | Positive (N/A) |
|
Details | ||
| 2/13/2019 | Lattice Semiconductor | LSCC | Upgrade | Positive (Neutral) |
7.95 (153.72) |
1833.58% | Details | |
| 2/7/2019 | Marvell | MRVL | Maintain | Positive (N/A) |
|
Details | ||
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2019 | ON Semiconductor | ON | Maintain | Positive (N/A) |
|
Details | ||
| 1/31/2019 | Mellanox Technologies | MLNX | Maintain | Positive (N/A) |
|
Details | ||
| 1/31/2019 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 1/30/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2019 | Intel | INTC | Downgrade | Neutral (Positive) |
49.76 (133.99) |
169.27% | Details | |
| 1/24/2019 | Xilinx | XLNX | Maintain | Positive (N/A) |
|
Details | ||
| 1/23/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2019 | Mellanox Technologies | MLNX | Maintain | Positive (N/A) |
|
Details | ||
| 12/7/2018 | Semtech Corp. | SMTC | New Coverage | Neutral (N/A) |
50.04 (158.23) |
216.21% | Details | |
| 12/7/2018 | Skyworks Solutions | SWKS | New Coverage | Neutral (N/A) |
70.76 (72.45) |
2.39% | Details | |
| 12/7/2018 | Qorvo Inc | QRVO | New Coverage | Neutral (N/A) |
64.16 (98.42) |
53.4% | Details | |
| 12/7/2018 | NXP Semiconductors NV | NXPI | New Coverage | Neutral (N/A) |
81.82 (313.27) |
282.88% | Details | |
| 12/7/2018 | Synaptics | SYNA | New Coverage | Neutral (N/A) |
39.21 (140.89) |
259.32% | Details | |
| 11/13/2018 | Xilinx | XLNX | Upgrade | Positive (Neutral) |
85.64 (194.92) |
127.6% | Details | |
| 11/13/2018 | NVIDIA | NVDA | Upgrade | Positive (Neutral) |
18.95 (210.69) |
1011.82% | Details | |
| 11/8/2018 | Qualcomm | QCOM | Maintain | Positive (N/A) |
|
Details | ||
| 10/26/2018 | Intel | INTC | Maintain | Positive (N/A) |
|
Details | ||
| 10/26/2018 | Cypress Semi | CY | Maintain | Positive (N/A) |
|
Details | ||
| 10/25/2018 | Knowles Corp | KN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2018 | MaxLinear | MXL | Downgrade | Neutral (Positive) |
16.95 (88.76) |
423.66% | Details | |
| 10/23/2018 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2018 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2018 | Power Integrations | POWI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2018 | Microchip Technology | MCHP | Maintain | Positive (N/A) |
|
Details | ||
| 10/10/2018 | Maxim Integrated Products | MXIM | Maintain | Positive (N/A) |
|
Details | ||
| 10/10/2018 | Cypress Semi | CY | Maintain | Positive (N/A) |
|
Details | ||
| 10/10/2018 | Texas Instruments | TXN | Maintain | Positive (N/A) |
|
Details | ||
| 9/6/2018 | Broadcom Limited | AVGO | Maintain | Positive (N/A) |
|
Details |
