Ratings by Baird (Tristan Gerra)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/27/2026 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Diodes | DIOD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | Rambus Inc. | RMBS | Downgrade | Neutral (Outperform) |
158.40 (127.10) |
-19.76% | Details | |
| 4/24/2026 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Diodes | DIOD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Diodes | DIOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Rambus Inc. | RMBS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/26/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2025 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2025 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | Rambus Inc. | RMBS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Diodes | DIOD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2025 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2025 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2025 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2025 | Texas Instruments | TXN | Upgrade | Outperform (Neutral) |
164.20 (304.87) |
85.67% | Details | |
| 4/7/2025 | Diodes | DIOD | Upgrade | Outperform (Neutral) |
37.03 (111.61) |
201.4% | Details | |
| 3/21/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2025 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2024 | Semtech Corp. | SMTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/26/2024 | Rambus Inc. | RMBS | New Coverage | Outperform (N/A) |
55.96 (158.40) |
183.06% | Details | |
| 11/20/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Luminar Technologies | LAZR | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/6/2024 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2024 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/20/2024 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2024 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Diodes | DIOD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | Luminar Technologies | LAZR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2024 | Micron Technology | MU | Upgrade | Outperform (Neutral) |
112.33 (1050.40) |
835.1% | Details | |
| 5/2/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2024 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2024 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Luminar Technologies | LAZR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Diodes | DIOD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2023 | GlobalFoundries Inc. | GFS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Downgrade | Neutral (Outperform) |
83.52 (114.42) |
37% | Details | |
| 10/31/2023 | Diodes | DIOD | Downgrade | Neutral (Outperform) |
69.48 (111.61) |
60.64% | Details | |
| 10/25/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2023 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | Ambarella | AMBA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Aeva Technologies Inc. | AEVA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | Sequans Communications | SQNS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2023 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Upgrade | Outperform (Neutral) |
30.69 (199.97) |
551.58% | Details | |
| 5/12/2023 | Ouster Inc. | OUST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2023 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2023 | Aeva Technologies Inc. | AEVA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2023 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2023 | Ambarella | AMBA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Navitas Semiconductor | NVTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2023 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | Diodes | DIOD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | AMD | AMD | Upgrade | Outperform (Neutral) |
68.47 (520.50) |
660.19% | Details | |
| 11/8/2022 | Ouster Inc. | OUST | Downgrade | Neutral (Outperform) |
1.17 (40.85) |
3391.45% | Details | |
| 10/7/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2022 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2022 | Rockley Photonics Holdings Ltd | RKLY | Downgrade | Neutral (Outperform) |
2.12 (0.19) |
-91.04% | Details | |
| 7/29/2022 | Intel | INTC | Downgrade | Neutral (Outperform) |
40.18 (133.27) |
231.68% | Details | |
| 7/1/2022 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | Ambarella | AMBA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2022 | NVIDIA | NVDA | Downgrade | Neutral (Outperform) |
24.21 (199.97) |
725.98% | Details | |
| 3/29/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2022 | Ambarella | AMBA | Upgrade | Outperform (Neutral) |
144.68 (63.64) |
-56.01% | Details | |
| 11/22/2021 | GlobalFoundries Inc. | GFS | New Coverage | Outperform (N/A) |
64.27 (83.22) |
29.48% | Details | |
| 10/13/2021 | Skyworks Solutions | SWKS | Downgrade | Neutral (Outperform) |
159.46 (71.60) |
-55.1% | Details | |
| 8/26/2021 | Rockley Photonics Holdings Ltd | RKLY | New Coverage | Outperform (N/A) |
7.59 (0.19) |
-97.5% | Details | |
| 7/20/2021 | Velodyne Lidar, Inc. | VLDR | Downgrade | Neutral (Outperform) |
9.08 (1.26) |
-86.12% | Details | |
| 6/25/2021 | Luminar Technologies | LAZR | Upgrade | Outperform (Neutral) |
22.42 (0.19) |
-99.15% | Details | |
| 5/5/2021 | Ouster Inc. | OUST | New Coverage | Outperform (N/A) |
10.65 (40.85) |
283.57% | Details | |
| 5/5/2021 | NVIDIA | NVDA | New Coverage | Outperform (N/A) |
59.35 (199.97) |
236.93% | Details | |
| 5/4/2021 | ON Semiconductor | ON | Upgrade | Outperform (Neutral) |
37.57 (114.42) |
204.55% | Details | |
| 4/1/2021 | Aeva Technologies Inc. | AEVA | New Coverage | Outperform (N/A) |
11.32 (20.43) |
80.48% | Details | |
| 10/21/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Xilinx | XLNX | Downgrade | Neutral (Outperform) |
120.94 (194.92) |
61.17% | Details | |
| 10/9/2020 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2020 | Velodyne Lidar, Inc. | VLDR | New Coverage | Outperform (N/A) |
0.05 (1.26) |
2420% | Details | |
| 9/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/21/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2020 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2020 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2020 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2020 | Ambarella | AMBA | New Coverage | Neutral (N/A) |
57.05 (63.64) |
11.55% | Details | |
| 5/21/2020 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2020 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2020 | Diodes | DIOD | Upgrade | Outperform (Neutral) |
44.85 (111.61) |
148.85% | Details | |
| 3/25/2020 | Himax Technologies | HIMX | New Coverage | Outperform (N/A) |
2.36 (15.86) |
572.03% | Details | |
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2020 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2020 | Western Digital Corp. | WDC | Upgrade | Outperform (Underperform) |
55.17 (645.75) |
1070.47% | Details | |
| 3/2/2020 | Micron Technology | MU | Upgrade | Neutral (Underperform) |
50.58 (1050.40) |
1976.71% | Details | |
| 3/2/2020 | Seagate Technology | STX | Upgrade | Outperform (Neutral) |
48.36 (1008.96) |
1986.35% | Details | |
| 2/13/2020 | Sequans Communications | SQNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | Diodes | DIOD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2020 | Western Digital Corp. | WDC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/31/2020 | Western Digital Corp. | WDC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/29/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2020 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2020 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2019 | Micron Technology | MU | Maintain | Underperform (N/A) |
|
Details | ||
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2019 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2019 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2019 | Diodes | DIOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2019 | Micron Technology | MU | Maintain | Underperform (N/A) |
|
Details | ||
| 9/23/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2019 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2019 | Semtech Corp. | SMTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/21/2019 | Micron Technology | MU | Maintain | Underperform (N/A) |
|
Details | ||
| 6/17/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/1/2019 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2019 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2019 | Western Digital Corp. | WDC | Downgrade | Underperform (Neutral) |
53.94 (645.75) |
1097.16% | Details | |
| 4/24/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/28/2019 | Xilinx | XLNx | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2019 | Micron Technology | MU | Maintain | Underperform (N/A) |
|
Details | ||
| 2/27/2019 | ON Semiconductor | ON | Downgrade | Neutral (Outperform) |
22.52 (114.42) |
408.08% | Details | |
| 2/27/2019 | Diodes | DIOD | Downgrade | Neutral (Outperform) |
43.29 (44.85) |
3.6% | Details | |
| 2/22/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2019 | Sequans Communications | SQNS | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/13/2019 | Lattice Semiconductor | LSCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Knowles Corp | KN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2019 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2019 | Western Digital Corp. | WDC | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/24/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2019 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Underperform (N/A) |
|
Details | ||
| 12/14/2018 | Lattice Semiconductor | LSCC | Upgrade | Outperform (Neutral) |
6.69 (143.66) |
2047.38% | Details | |
| 12/13/2018 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2018 | Analog Devices | ADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2018 | Micron Technology | MU | Downgrade | Underperform (Outperform) |
36.83 (1050.40) |
2752.02% | Details | |
| 11/9/2018 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2018 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2018 | Diodes | DIOD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2018 | Lattice Semiconductor | LSCC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2018 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2018 | Himax Technologies | HIMX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2018 | AMD | AMD | Downgrade | Neutral (Outperform) |
32.59 (520.50) |
1497.12% | Details | |
| 9/21/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2018 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2018 | Micron Technology | MU | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/28/2018 | Xilinx | XLNX | Upgrade | Outperform (Neutral) |
75.24 (194.92) |
159.06% | Details |
