Ratings by Barclays (Tom O\'Malley)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/8/2026 | Cerebras Systems | CBRS | New Coverage | Overweight (N/A) |
215.40 (168.83) |
-21.62% | Details | |
| 5/28/2026 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | SiTime Corp. | SITM | Upgrade | Overweight (Equalweight) |
623.33 (645.30) |
3.52% | Details | |
| 5/5/2026 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Upgrade | Equalweight (Underweight) |
233.15 (303.32) |
30.1% | Details | |
| 3/25/2026 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2026 | Nova Measuring Instruments | NVMI | New Coverage | Overweight (N/A) |
432.17 (500.08) |
15.71% | Details | |
| 3/6/2026 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2026 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/15/2026 | SiTime Corp. | SITM | Upgrade | Equalweight (Underweight) |
350.63 (623.33) |
77.77% | Details | |
| 1/15/2026 | Applied Materials | AMAT | Upgrade | Overweight (Equalweight) |
304.87 (646.83) |
112.17% | Details | |
| 11/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Skyworks Solutions | SWKS | Upgrade | Equalweight (Underweight) |
75.84 (67.90) |
-10.47% | Details | |
| 10/6/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2025 | Synaptics | SYNA | New Coverage | Overweight (N/A) |
68.03 (126.79) |
86.37% | Details | |
| 8/15/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/11/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2025 | SanDisk | SNDK | New Coverage | Equalweight (N/A) |
50.31 (2239.83) |
4352.06% | Details | |
| 2/6/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details |
