Ratings by Needham (N. Quinn Bolton)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/29/2026 | Quantinuum Inc | QNT | New Coverage | Buy (N/A) |
75.57 (73.51) |
-2.73% | Details | |
| 6/26/2026 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2026 | Cerebras Systems | CBRS | Maintain | Buy (Buy) |
|
Details | ||
| 6/22/2026 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2026 | Cerebras Systems | CBRS | New Coverage | Buy (N/A) |
201.01 (198.53) |
-1.23% | Details | |
| 6/3/2026 | Horizon Quantum | HQ | New Coverage | Buy (N/A) |
13.87 (24.06) |
73.47% | Details | |
| 6/2/2026 | Credo Tech | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2026 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2026 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2026 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2026 | Rigetti Computing Inc. | RGTI | Maintain | Buy (Buy) |
|
Details | ||
| 5/8/2026 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Super Micro Computer | SMCI | Maintain | Buy (Buy) |
|
Details | ||
| 5/6/2026 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2026 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2026 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | MaxLinear | MXL | Upgrade | Buy (Hold) |
34.25 (95.80) |
179.71% | Details | |
| 4/24/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 4/21/2026 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2026 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2026 | Ambiq Micro Inc | AMBQ | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2026 | Rigetti Computing Inc. | RGTI | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2026 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Upgrade | Buy (Hold) |
346.37 (393.64) |
13.65% | Details | |
| 2/17/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Super Micro Computer | SMCI | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/16/2026 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 12/16/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2025 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Super Micro Computer | SMCI | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | Vicor Corporation | VICR | Upgrade | Buy (Hold) |
65.80 (277.43) |
321.63% | Details | |
| 10/13/2025 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/22/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2025 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2025 | Ambiq Micro Inc | AMBQ | New Coverage | Buy (N/A) |
37.01 (85.59) |
131.26% | Details | |
| 8/15/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Rigetti Computing Inc. | RGTI | Maintain | Buy (Buy) |
|
Details | ||
| 8/7/2025 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Super Micro Computer | SMCI | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2025 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2025 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Semtech Corp. | SMTC | Maintain | Buy (Buy) |
|
Details | ||
| 5/28/2025 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2025 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2025 | Super Micro Computer | SMCI | New Coverage | Buy (N/A) |
32.94 (28.24) |
-14.27% | Details | |
| 5/6/2025 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2025 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2025 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2025 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Astera Labs | ALAB | Maintain | Buy (Buy) |
|
Details | ||
| 2/10/2025 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2025 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 1/13/2025 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | KLA Corporation | KLAC | Upgrade | Buy (Hold) |
686.20 (229.52) |
-66.55% | Details | |
| 1/13/2025 | Ichor Holdings | ICHR | Downgrade | Hold (Buy) |
32.68 (96.44) |
195.1% | Details | |
| 1/13/2025 | Cohu | COHU | Downgrade | Hold (Buy) |
26.37 (55.14) |
109.1% | Details | |
| 1/7/2025 | Advanced Energy Industries | AEIS | Upgrade | Buy (Hold) |
121.24 (309.27) |
155.09% | Details | |
| 12/19/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2024 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2024 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2024 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Vicor Corporation | VICR | Maintain | Hold (N/A) |
|
Details | ||
| 9/18/2024 | Super Micro Computer | SMCI | New Coverage | Buy (N/A) |
439.38 (28.24) |
-93.57% | Details | |
| 9/5/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2024 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | Onto Innovation Inc. | ONTO | Upgrade | Buy (Hold) |
209.14 (317.02) |
51.58% | Details | |
| 8/9/2024 | Rigetti Computing Inc. | RGTI | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Astera Labs | ALAB | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | MaxLinear | MXL | Downgrade | Hold (Buy) |
22.29 (34.25) |
53.66% | Details | |
| 7/24/2024 | Vicor Corporation | VICR | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2024 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2024 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2024 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2024 | Analog Devices | ADI | Maintain | Hold (N/A) |
|
Details | ||
| 5/10/2024 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Buy (N/A) |
72.73 (417.45) |
473.97% | Details | |
| 4/10/2024 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | D-Wave Quantum Inc. | QBTS | New Coverage | Buy (N/A) |
1.88 (21.16) |
1025.53% | Details | |
| 4/1/2024 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2024 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Intel | INTC | Downgrade | Hold (Buy) |
49.55 (112.54) |
127.12% | Details | |
| 1/25/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2023 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Lattice Semiconductor | LSCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2023 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | Vicor Corporation | VICR | Downgrade | Hold (Buy) |
53.19 (65.80) |
23.71% | Details | |
| 10/24/2023 | Lattice Semiconductor | LSCC | New Coverage | Buy (N/A) |
71.43 (139.53) |
95.34% | Details | |
| 10/13/2023 | SMART Global Holdings | SGH | New Coverage | Buy (N/A) |
23.58 (20.85) |
-11.58% | Details | |
| 10/13/2023 | Lam Research | LRCX | Upgrade | Buy (Hold) |
654.96 (353.17) |
-46.08% | Details | |
| 10/13/2023 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
145.00 (588.66) |
305.97% | Details | |
| 9/28/2023 | Micron Technology | MU | New Coverage | Buy (N/A) |
68.21 (991.64) |
1353.8% | Details | |
| 9/6/2023 | Semtech Corp. | SMTC | Upgrade | Buy (Hold) |
25.36 (137.50) |
442.19% | Details | |
| 8/30/2023 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2023 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2023 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2023 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2023 | Rigetti Computing Inc. | RGTI | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2023 | IonQ, Inc. | IONQ | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2023 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2023 | Onto Innovation Inc. | ONTO | Downgrade | Hold (Buy) |
111.76 (317.02) |
183.66% | Details | |
| 6/14/2023 | Nova Measuring Instruments | NVMI | Downgrade | Hold (Buy) |
118.52 (473.99) |
299.92% | Details | |
| 6/14/2023 | KLA Corporation | KLAC | Downgrade | Hold (Buy) |
479.89 (229.52) |
-52.17% | Details | |
| 6/14/2023 | Applied Materials | AMAT | Downgrade | Hold (Buy) |
141.79 (588.66) |
315.16% | Details | |
| 6/14/2023 | Advanced Energy Industries | AEIS | Downgrade | Hold (Buy) |
108.75 (121.24) |
11.49% | Details | |
| 6/14/2023 | Axcelis Technologies | ACLS | Downgrade | Hold (Buy) |
180.28 (142.93) |
-20.72% | Details | |
| 6/1/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2023 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2023 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2023 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2023 | Rigetti Computing Inc. | RGTI | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2023 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2023 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2023 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2023 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Rigetti Computing Inc. | RGTI | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Rockley Photonics Holdings Ltd | RKLY | Downgrade | Hold (Buy) |
0.37 (0.19) |
-48.65% | Details | |
| 11/9/2022 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 9/22/2022 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Analog Devices | ADI | Downgrade | Hold (Buy) |
170.13 (393.64) |
131.38% | Details | |
| 8/16/2022 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2022 | Semtech Corp. | SMTC | Downgrade | Hold (Buy) |
55.34 (137.50) |
148.46% | Details | |
| 7/29/2022 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2022 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2022 | IonQ, Inc. | IONQ | New Coverage | Buy (N/A) |
5.64 (44.77) |
693.79% | Details | |
| 6/8/2022 | Rigetti Computing Inc. | RGTI | New Coverage | Buy (N/A) |
7.25 (16.99) |
134.34% | Details | |
| 6/1/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2022 | Rockley Photonics Holdings Ltd | RKLY | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2022 | Navitas Semiconductor | NVTS | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2022 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2022 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2022 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2022 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2022 | Rockley Photonics Holdings Ltd | RKLY | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2022 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
15.20 (265.65) |
1647.7% | Details | |
| 2/17/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2022 | Navitas Semiconductor | NVTS | New Coverage | Buy (N/A) |
9.56 (14.18) |
48.33% | Details | |
| 2/16/2022 | Resonant | RESN | Downgrade | Hold (Buy) |
4.39 (4.48) |
2.05% | Details | |
| 2/3/2022 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2022 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | ACM Research, Inc. | ACMR | Upgrade | Buy (Hold) |
71.02 (106.04) |
49.31% | Details | |
| 12/17/2021 | Advanced Energy Industries | AEIS | Upgrade | Buy (Hold) |
84.93 (309.27) |
264.15% | Details | |
| 12/2/2021 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2021 | MACOM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2021 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Ambarella | AMBA | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2021 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2021 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 9/7/2021 | Rockley Photonics Holdings Ltd | RKLY | New Coverage | Buy (N/A) |
9.36 (0.19) |
-97.97% | Details | |
| 9/2/2021 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Advanced Energy Industries | AEIS | Downgrade | Hold (Buy) |
90.37 (309.27) |
242.23% | Details | |
| 7/30/2021 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | KLA Corporation | KLAC | Upgrade | Buy (Hold) |
319.43 (229.52) |
-28.15% | Details | |
| 7/29/2021 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2021 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2021 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2021 | Analog Devices | ADI | New Coverage | Buy (N/A) |
163.63 (393.64) |
140.57% | Details | |
| 4/29/2021 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2021 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2021 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2021 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2021 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2021 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | Resonant | RESN | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Lam Research | LRCX | Downgrade | Hold (Buy) |
514.46 (353.17) |
-31.35% | Details | |
| 12/30/2020 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 12/30/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2020 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2020 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
22.79 (57.38) |
151.78% | Details | |
| 11/13/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2020 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2020 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2020 | Resonant | RESN | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2020 | ACM Research, Inc. | ACMR | Downgrade | Hold (Buy) |
11.02 (71.02) |
544.46% | Details | |
| 8/17/2020 | FormFactor | FORM | Upgrade | Buy (Hold) |
28.53 (119.44) |
318.65% | Details | |
| 8/14/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2020 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2020 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2020 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2020 | Vicor Corporation | VICR | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2020 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2020 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2020 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2020 | Cohu | COHU | New Coverage | Buy (N/A) |
15.81 (55.14) |
248.77% | Details | |
| 6/15/2020 | SiTime Corp. | SITM | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2020 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Semtech Corp. | SMTC | Upgrade | Buy (Hold) |
33.78 (137.50) |
307.05% | Details | |
| 3/11/2020 | Resonant | RESN | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | Monolithic Power Systems | MPWR | Upgrade | Buy (Hold) |
171.54 (1374.13) |
701.06% | Details | |
| 3/4/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2020 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2020 | Camtek | CAMT | New Coverage | Buy (N/A) |
12.01 (27.16) |
126.14% | Details | |
| 2/13/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | SiTime Corp. | SITM | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Advanced Energy Industries | AEIS | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Amcor Plc. | AMCR | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2020 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2020 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2020 | SiTime Corp. | SITM | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2019 | SiTime Corp. | SITM | New Coverage | Buy (N/A) |
19.63 (648.15) |
3201.83% | Details | |
| 12/12/2019 | FormFactor | FORM | Downgrade | Hold (Buy) |
23.75 (28.53) |
20.13% | Details | |
| 12/5/2019 | Advanced Energy Industries | AEIS | New Coverage | Buy (N/A) |
62.75 (90.37) |
44.02% | Details | |
| 11/19/2019 | MaxLinear | MXL | Upgrade | Buy (Hold) |
19.84 (22.29) |
12.35% | Details | |
| 11/15/2019 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Nova Measuring Instruments | NVMI | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2019 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2019 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2019 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Hold (Hold) |
|
Details | ||
| 10/24/2019 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2019 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2019 | Ambarella | AMBA | Maintain | Underperform (N/A) |
|
Details | ||
| 10/3/2019 | Resonant | RESN | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2019 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2019 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2019 | ACM Research, Inc. | ACMR | New Coverage | Buy (N/A) |
13.98 (106.04) |
658.51% | Details | |
| 8/7/2019 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2019 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2019 | FormFactor | FORM | New Coverage | Buy (N/A) |
14.77 (23.75) |
60.8% | Details | |
| 6/5/2019 | Ambarella | AMBA | Downgrade | Underperform (Hold) |
39.75 (46.79) |
17.71% | Details | |
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Aquantia | AQ | Downgrade | Hold (Buy) |
9.56 (13.24) |
38.49% | Details | |
| 5/3/2019 | Monolithic Power Systems | MPWR | Downgrade | Hold (Buy) |
154.40 (171.54) |
11.1% | Details | |
| 5/2/2019 | MaxLinear | MXL | Downgrade | Hold (Buy) |
26.91 (19.84) |
-26.27% | Details | |
| 5/1/2019 | Nanometrics | NANO | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | Xilinx | XLNX | Downgrade | Hold (Buy) |
139.72 (194.92) |
39.51% | Details | |
| 4/25/2019 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2019 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2019 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2019 | Nanometrics | NANO | New Coverage | Buy (N/A) |
31.26 (35.33) |
13.02% | Details | |
| 4/17/2019 | KLA-Tencor | KLAC | New Coverage | Hold (N/A) |
122.25 (319.43) |
161.29% | Details | |
| 4/17/2019 | Nova Measuring Instruments | NVMI | New Coverage | Buy (N/A) |
28.02 (473.99) |
1591.61% | Details | |
| 3/28/2019 | Quantenna Communications | QTNA | Downgrade | Hold (Buy) |
20.53 (24.51) |
19.39% | Details | |
| 2/22/2019 | Ultra Clean | UCTT | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | Aquantia | AQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2019 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2019 | MaxLinear | MXL | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2019 | M/A-COM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2019 | Inphi Corp. | IPHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2019 | Intel | INTC | Downgrade | Hold (Buy) |
49.76 (56.95) |
14.45% | Details | |
| 1/24/2019 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2019 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2019 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2018 | Ultra Clean | UCTT | New Coverage | Buy (N/A) |
7.65 (106.19) |
1288.1% | Details | |
| 12/21/2018 | Ichor Holdings | ICHR | New Coverage | Buy (N/A) |
15.74 (96.44) |
512.71% | Details | |
| 12/21/2018 | Lam Research | LRCX | New Coverage | Buy (N/A) |
131.12 (514.46) |
292.36% | Details | |
| 12/21/2018 | Applied Materials | AMAT | New Coverage | Buy (N/A) |
31.53 (588.66) |
1766.98% | Details | |
| 11/14/2018 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2018 | Resonant | RESN | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2018 | M/A-COM Technology Solutions | MTSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2018 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2018 | Xilinx | XLNX | New Coverage | Buy (N/A) |
77.36 (139.72) |
80.61% | Details | |
| 9/13/2018 | Monolithic Power Systems | MPWR | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | Quantenna Communications | QTNA | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2018 | Integrated Device Technology | IDTI | Downgrade | Hold (Buy) |
42.49 (48.99) |
15.3% | Details | |
| 9/4/2018 | Semtech Corp. | SMTC | Downgrade | Hold (Buy) |
59.75 (137.50) |
130.13% | Details | |
| 8/30/2018 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details |
