Ratings by KeyBanc (John Vinh)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/25/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2026 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2026 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2026 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2026 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Sector Weight (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2026 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2026 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Silicon Labs | SLAB | Downgrade | Sector Weight (Overweight) |
136.62 (218.00) |
59.57% | Details | |
| 2/4/2026 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Qorvo Inc | QRVO | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Intel | INTC | Upgrade | Overweight (Sector Weight) |
45.55 (131.65) |
189.02% | Details | |
| 1/13/2026 | AMD | AMD | Upgrade | Overweight (Sector Weight) |
203.17 (519.74) |
155.82% | Details | |
| 1/6/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 11/5/2025 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Skyworks Solutions | SWKS | Upgrade | Overweight (Sector Weight) |
75.84 (71.40) |
-5.85% | Details | |
| 10/23/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2025 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 10/6/2025 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2025 | AMD | AMD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/30/2025 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2025 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/12/2025 | Synaptics | SYNA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2025 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/20/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/5/2025 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2025 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2025 | AMD | AMD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2025 | AMD | AMD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2025 | Qorvo Inc | QRVO | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/13/2025 | Indie Semiconductor Inc | INDI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/6/2025 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 4/8/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | AMD | AMD | Downgrade | Sector Weight (Overweight) |
85.76 (519.74) |
506.04% | Details | |
| 4/1/2025 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/21/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2025 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | Indie Semiconductor Inc | INDI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/6/2025 | Qualcomm | QCOM | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | Synaptics | SYNA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/22/2025 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2025 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2025 | ON Semiconductor | ON | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/23/2024 | Qualcomm | QCOM | Maintain | Sector Weight (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2024 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2024 | Synaptics | SYNA | Downgrade | Sector Weight (Overweight) |
76.34 (130.11) |
70.43% | Details | |
| 10/8/2024 | Qualcomm | QCOM | Downgrade | Sector Weight (Overweight) |
168.90 (197.41) |
16.88% | Details | |
| 10/8/2024 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2024 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2024 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/23/2024 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Intel | INTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/9/2024 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | indie Semiconductor Inc | INDI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2024 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Skyworks Solutions | SWKS | Downgrade | Sector Weight (Overweight) |
104.74 (75.84) |
-27.59% | Details | |
| 4/8/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2024 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2024 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2024 | indie Semiconductor Inc | INDI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2024 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Arm Holdings | ARM | New Coverage | Overweight (N/A) |
52.09 (359.08) |
589.35% | Details | |
| 10/3/2023 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | Ambarella | AMBA | Downgrade | Sector Weight (Overweight) |
77.74 (62.99) |
-18.97% | Details | |
| 5/26/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2023 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2023 | Lattice Semiconductor | LSCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/10/2023 | Skyworks Solutions | SWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2023 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2022 | Cirrus Logic | CRUS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2022 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2022 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2022 | Monolithic Power Systems | MPWR | Upgrade | Overweight (Sector Weight) |
444.69 (1434.95) |
222.69% | Details | |
| 1/11/2022 | Intel | INTC | Downgrade | Sector Weight (Overweight) |
53.44 (131.65) |
146.35% | Details | |
| 12/8/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2021 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2021 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | Silicon Labs | SLAB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2021 | indie Semiconductor Inc | INDI | New Coverage | Overweight (N/A) |
11.00 (3.59) |
-67.36% | Details | |
| 10/7/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2021 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2021 | Ambarella | AMBA | Downgrade | Sector Weight (Overweight) |
144.98 (62.99) |
-56.55% | Details | |
| 9/1/2021 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/30/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2021 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2021 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2021 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2021 | Intel | INTC | New Coverage | Overweight (N/A) |
55.36 (131.65) |
137.81% | Details | |
| 5/20/2021 | NVIDIA | NVDA | New Coverage | Overweight (N/A) |
56.26 (199.00) |
253.71% | Details | |
| 5/7/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2021 | Silicon Labs | SLAB | Upgrade | Overweight (Sector Weight) |
147.95 (136.62) |
-7.66% | Details | |
| 4/21/2021 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2021 | Lattice Semiconductor | LSCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2021 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2021 | ON Semiconductor | ON | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | ON Semiconductor | ON | Upgrade | Overweight (Sector Weight) |
29.92 (115.74) |
286.83% | Details | |
| 8/6/2020 | Synaptics | SYNA | Upgrade | Overweight (Sector Weight) |
82.39 (130.11) |
57.92% | Details | |
| 3/31/2020 | Synaptics | SYNA | Downgrade | Sector Weight (Overweight) |
58.86 (130.11) |
121.05% | Details | |
| 2/7/2020 | Synaptics | SYNA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2020 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2020 | Synaptics | SYNA | Upgrade | Overweight (Sector Weight) |
65.77 (130.11) |
97.83% | Details | |
| 10/1/2019 | Xilinx | XLNX | Downgrade | Sector Weight (Overweight) |
95.95 (194.92) |
103.15% | Details | |
| 9/13/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2019 | Ambarella | AMBA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/26/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2019 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2019 | Monolithic Power Systems | MPWR | Downgrade | Sector Weight (Overweight) |
154.40 (1434.95) |
829.37% | Details | |
| 4/26/2019 | Qorvo Inc | QRVO | Downgrade | Sector Weight (Overweight) |
77.25 (97.18) |
25.8% | Details | |
| 4/2/2019 | Qorvo Inc | QRVO | Upgrade | Overweight (Sector Weight) |
71.73 (77.25) |
7.7% | Details | |
| 3/28/2019 | ON Semiconductor | ON | Maintain | Sector Weight (Sector Weight) |
|
Details | ||
| 3/5/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2018 | Qorvo Inc | QRVO | Downgrade | Sector Weight (Overweight) |
61.13 (71.73) |
17.34% | Details | |
| 11/13/2018 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2018 | Synaptics | SYNA | Downgrade | Sector Weight (Overweight) |
34.93 (65.77) |
88.29% | Details | |
| 10/16/2018 | Integrated Device Technology | IDTI | Downgrade | Sector Weight (Overweight) |
46.81 (48.99) |
4.66% | Details | |
| 10/16/2018 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2018 | Monolithic Power Systems | MPWR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2018 | Xilinx | XLNx | Maintain | Overweight (N/A) |
|
Details |
