Ratings by RBC Capital (Srini Pajjuri)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/25/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/25/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/15/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Skyworks Solutions | SWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Astera Labs | ALAB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/15/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/2/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Broadcom Limited | AVGO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/19/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Lattice Semiconductor | LSCC | Maintain | (N/A) |
|
Details | ||
| 2/10/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Silicon Labs | SLAB | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/2/2026 | Marvell | MRVL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | AMD | AMD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2026 | ASML Inc. | ASML | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/15/2026 | SanDisk | SNDK | New Coverage | Sector Perform (N/A) |
389.81 (2050.39) |
426% | Details | |
| 1/15/2026 | Silicon Labs | SLAB | New Coverage | Sector Perform (N/A) |
146.45 (219.03) |
49.56% | Details | |
| 1/15/2026 | Broadcom Limited | AVGO | New Coverage | Sector Perform (N/A) |
354.61 (372.45) |
5.03% | Details | |
| 1/15/2026 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
185.81 (194.97) |
4.93% | Details | |
| 1/15/2026 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
304.87 (694.64) |
127.85% | Details | |
| 1/15/2026 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
107.84 (343.58) |
218.6% | Details | |
| 1/15/2026 | Marvell | MRVL | New Coverage | Outperform (N/A) |
83.05 (277.75) |
234.44% | Details | |
| 1/15/2026 | ASML Inc. | ASML | New Coverage | Outperform (N/A) |
1270.16 (1883.11) |
48.26% | Details | |
| 1/15/2026 | Intel | INTC | New Coverage | Sector Perform (N/A) |
47.29 (131.72) |
178.54% | Details | |
| 1/15/2026 | AMD | AMD | New Coverage | Sector Perform (N/A) |
220.97 (539.49) |
144.15% | Details | |
| 1/15/2026 | Lam Research | LRCX | New Coverage | Outperform (N/A) |
214.38 (410.91) |
91.67% | Details | |
| 1/14/2026 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
180.56 (455.96) |
152.53% | Details | |
| 1/14/2026 | Lattice Semiconductor | LSCC | New Coverage | Outperform (N/A) |
86.30 (146.78) |
70.08% | Details | |
| 1/14/2026 | Micron Technology | MU | New Coverage | Outperform (N/A) |
338.13 (1145.28) |
238.71% | Details | |
| 1/14/2026 | Qualcomm | QCOM | New Coverage | Sector Perform (N/A) |
165.29 (188.72) |
14.18% | Details | |
| 1/14/2026 | KLA Corporation | KLAC | New Coverage | Sector Perform (N/A) |
1441.82 (278.39) |
-80.69% | Details | |
| 1/14/2026 | Skyworks Solutions | SWKS | New Coverage | Sector Perform (N/A) |
58.50 (67.71) |
15.74% | Details |
