Ratings by Morgan Stanley (Craig Hettenbach)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/8/2026 | GMR Solutions Inc | GMRS | New Coverage | Equalweight (N/A) |
10.97 (13.32) |
21.42% | Details | |
| 5/26/2026 | R1 RCM Inc | RCM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/14/2026 | Doximity Inc | DOCS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | American Well Corp. | AMWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2026 | Tenet Healthcare | THC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2026 | Universal Health Services | UHS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/30/2026 | Waystar Holding | WAY | New Coverage | Equalweight (N/A) |
24.85 (18.41) |
-25.92% | Details | |
| 3/6/2026 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2026 | Veeva Systems | VEEV | Upgrade | Equalweight (Underweight) |
171.99 (159.71) |
-7.14% | Details | |
| 2/17/2026 | Veeva Systems | VEEV | Upgrade | Equalweight (Underweight) |
171.99 (171.99) |
0% | Details | |
| 2/12/2026 | Tenet Healthcare | THC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Doximity Inc | DOCS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2026 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | Tenet Healthcare | THC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | American Well Corp. | AMWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2025 | HCA Healthcare Inc | HCA | Downgrade | Underweight (Equalweight) |
482.35 (386.92) |
-19.78% | Details | |
| 12/15/2025 | Doximity Inc | DOCS | Upgrade | Overweight (Equalweight) |
44.13 (20.48) |
-53.59% | Details | |
| 11/14/2025 | Ardent Health Partners Inc | ARDT | Downgrade | Equalweight (Overweight) |
14.05 (9.18) |
-34.66% | Details | |
| 11/12/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Tenet Healthcare | THC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Universal Health Services | UHS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2025 | HCA Healthcare Inc | HCA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/2/2025 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/28/2025 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2025 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Doximity Inc | DOCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2025 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2025 | HCA Healthcare Inc | HCA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2025 | Tenet Healthcare | THC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/7/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/1/2025 | Omada Health Inc | OMDA | New Coverage | Overweight (N/A) |
0.00 (18.30) |
0% | Details | |
| 6/23/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2025 | Hinge Health Inc | HNGE | New Coverage | Overweight (N/A) |
0.00 (70.38) |
0% | Details | |
| 6/11/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2025 | Tenet Healthcare | THC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2025 | HCA Healthcare Inc | HCA | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/4/2025 | Universal Health Services | UHS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/4/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2025 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 5/22/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/26/2025 | Universal Health Services | UHS | New Coverage | Equalweight (N/A) |
181.58 (145.85) |
-19.68% | Details | |
| 3/26/2025 | Tenet Healthcare | THC | New Coverage | Overweight (N/A) |
129.49 (180.88) |
39.69% | Details | |
| 3/6/2025 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 2/25/2025 | Hims and Hers | HIMS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2025 | Hims and Hers | HIMS | Downgrade | Equalweight (Overweight) |
59.18 (32.96) |
-44.31% | Details | |
| 2/7/2025 | Doximity Inc | DOCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2025 | Ardent Health Partners Inc | ARDT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2025 | Ardent Health Partners Inc | ARDT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2024 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 12/17/2024 | HCA Healthcare Inc | HCA | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2024 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2024 | American Well Corp. | AMWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2024 | Hims and Hers | HIMS | New Coverage | Overweight (N/A) |
30.02 (59.18) |
97.14% | Details | |
| 12/6/2024 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 11/14/2024 | Doximity Inc | DOCS | Upgrade | Equalweight (Underweight) |
58.05 (44.13) |
-23.98% | Details | |
| 11/8/2024 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2024 | Doximity Inc | DOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 9/3/2024 | HCA Healthcare Inc | HCA | New Coverage | Equalweight (N/A) |
392.79 (482.35) |
22.8% | Details | |
| 8/13/2024 | Sharecare inc. | SHCR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/12/2024 | Ardent Health Partners Inc | ARDT | New Coverage | Overweight (N/A) |
16.07 (14.05) |
-12.57% | Details | |
| 8/9/2024 | Doximity Inc | DOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2024 | R1 RCM Inc | RCM | Downgrade | Equalweight (Overweight) |
13.95 (14.31) |
2.58% | Details | |
| 8/6/2024 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/24/2024 | Sharecare inc. | SHCR | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2024 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | Definitive Healthcare Corp | DH | Downgrade | Equalweight (Overweight) |
7.34 (0.74) |
-89.92% | Details | |
| 4/10/2024 | Model N, Inc. | MODN | Downgrade | Equalweight (Overweight) |
29.82 (30.00) |
0.6% | Details | |
| 3/25/2024 | R1 RCM Inc | RCM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2024 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 12/15/2023 | R1 RCM Inc | RCM | Upgrade | Overweight (Equalweight) |
10.73 (13.95) |
30.01% | Details | |
| 11/15/2023 | Model N, Inc. | MODN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2023 | Veeva Systems | VEEV | Maintain | Underweight (N/A) |
|
Details | ||
| 11/10/2023 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2023 | Doximity Inc | DOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2023 | R1 RCM Inc | RCM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2023 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | American Well Corp. | AMWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2023 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Model N, Inc. | MODN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Doximity Inc | DOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/3/2023 | R1 RCM Inc | RCM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | American Well Corp. | AMWL | Downgrade | Equalweight (Overweight) |
2.30 (8.33) |
262.17% | Details | |
| 7/17/2023 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/28/2023 | Veeva Systems | VEEV | Downgrade | Underweight (Equalweight) |
199.33 (171.99) |
-13.72% | Details | |
| 5/17/2023 | Doximity Inc | DOCS | Maintain | Underweight (N/A) |
|
Details | ||
| 5/11/2023 | Lifestance Health Group | LFST | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | R1 RCM Inc | RCM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/27/2023 | Model N, Inc. | MODN | New Coverage | Overweight (N/A) |
31.95 (30.00) |
-6.1% | Details | |
| 2/28/2023 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | Doximity Inc | DOCS | Downgrade | Underweight (Equalweight) |
33.48 (58.05) |
73.39% | Details | |
| 12/6/2022 | R1 RCM Inc | RCM | New Coverage | Equalweight (N/A) |
9.56 (14.31) |
49.69% | Details | |
| 11/9/2022 | GoodRx Holdings Inc. | GDRX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2022 | Sharecare inc. | SHCR | New Coverage | Equalweight (N/A) |
1.57 (1.43) |
-8.92% | Details | |
| 6/22/2022 | Definitive Healthcare Corp | DH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Doximity Inc | DOCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2021 | Definitive Healthcare Corp | DH | Upgrade | Overweight (Equalweight) |
26.70 (0.74) |
-97.23% | Details | |
| 11/5/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2021 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2021 | Definitive Healthcare Corp | DH | New Coverage | Equalweight (N/A) |
43.31 (0.74) |
-98.29% | Details | |
| 7/30/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2021 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2021 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/4/2021 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/1/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Qorvo Inc | QRVO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/4/2021 | ON Semiconductor | ON | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/30/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/29/2021 | Silicon Labs | SLAB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/29/2021 | Amphenol | APH | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/26/2021 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/26/2021 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2021 | Cree | CREE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2021 | TE Connectivity | TEL | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/14/2021 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2021 | NXP Semiconductors NV | NXPI | Downgrade | Equalweight (Overweight) |
212.91 (210.97) |
-0.91% | Details | |
| 3/22/2021 | Sensata Technologies | ST | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/8/2021 | Amphenol | APH | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2021 | Synaptics | SYNA | New Coverage | Overweight (N/A) |
131.96 (134.41) |
1.86% | Details | |
| 2/22/2021 | Silicon Labs | SLAB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/11/2021 | Impinj Inc | PI | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | ON Semiconductor | ON | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/29/2021 | Skyworks Solutions | SWKS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/28/2021 | TE Connectivity | TEL | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/19/2021 | Impinj Inc | PI | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/11/2021 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 12/14/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Sensata Technologies | ST | Upgrade | Overweight (Equalweight) |
49.64 (48.81) |
-1.67% | Details | |
| 12/7/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/7/2020 | Cree | CREE | Downgrade | Equalweight (Overweight) |
91.82 (79.12) |
-13.83% | Details | |
| 11/6/2020 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2020 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | Microchip Technology | MCHP | Upgrade | Overweight (Equalweight) |
111.34 (143.14) |
28.56% | Details | |
| 10/12/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 10/5/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/15/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2020 | Amphenol | APH | Downgrade | Equalweight (Overweight) |
107.30 (158.70) |
47.9% | Details | |
| 8/19/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 6/22/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Sensata Technologies | ST | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Qorvo Inc | QRVO | Upgrade | Overweight (Equalweight) |
108.90 (99.60) |
-8.54% | Details | |
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2020 | Sensata Technologies | ST | Upgrade | Equalweight (Underweight) |
36.35 (48.81) |
34.28% | Details | |
| 5/21/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/18/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2020 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2020 | Cree | CREE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2020 | Cree | CREE | New Coverage | Overweight (N/A) |
44.25 (79.12) |
78.8% | Details | |
| 2/20/2020 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2020 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2020 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2020 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2020 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 12/18/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 12/18/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2019 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/19/2019 | Broadcom Limited | AVGO | Upgrade | Overweight (Equalweight) |
312.91 (1401.27) |
347.82% | Details | |
| 11/11/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2019 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2019 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2019 | TE Connectivity | TEL | Downgrade | Equalweight (Overweight) |
93.18 (203.05) |
117.91% | Details | |
| 9/16/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2019 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2019 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 6/12/2019 | NXP Semiconductors NV | NXPI | Upgrade | Overweight (Equalweight) |
95.39 (299.94) |
214.44% | Details | |
| 6/10/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2019 | Cypress Semi | CY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2019 | Cypress Semi | CY | Upgrade | Equalweight (Underweight) |
15.40 (23.82) |
54.68% | Details | |
| 5/24/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/23/2019 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2019 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2019 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2019 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/25/2019 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/5/2019 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2019 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2019 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/14/2019 | Maxim Integrated Products | MXIM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2019 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2019 | Cypress Semi | CY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2018 | Analog Devices | ADI | Downgrade | Equalweight (Overweight) |
87.31 (407.26) |
366.45% | Details | |
| 12/7/2018 | Broadcom Limited | AVGO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/28/2018 | Broadcom Limited | AVGO | New Coverage | Equalweight (N/A) |
235.31 (380.15) |
61.55% | Details | |
| 11/28/2018 | Skyworks Solutions | SWKS | Upgrade | Equalweight (Underweight) |
70.95 (73.44) |
3.51% | Details | |
| 11/21/2018 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2018 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 10/31/2018 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2018 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2018 | Cypress Semi | CY | Maintain | Underweight (N/A) |
|
Details | ||
| 10/10/2018 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Skyworks Solutions | SWKS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2018 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Maxim Integrated Products | MXIM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2018 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2018 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2018 | Cypress Semi | CY | Maintain | Underweight (N/A) |
|
Details | ||
| 9/17/2018 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2018 | Sensata Technologies | ST | Downgrade | Underweight (Equalweight) |
52.04 (36.35) |
-30.15% | Details | |
| 9/14/2018 | Impinj Inc | PI | Maintain | Equalweight (N/A) |
|
Details |

