Kevin Cassidy Analyst Performance

Managing Director, Senior Research Analyst at Rosenblatt Securities

Kevin Cassidy is a stock analyst at Rosenblatt Securities focused in the computer and technology sector, covering 27 publicly traded companies. Over the past year, Kevin Cassidy has issued 83 stock ratings, including buy, hold, and sell recommendations. While full access to Kevin Cassidy's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Kevin Cassidy's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ranking: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 132 Last 11 Years
Buy Recommendations: 90.15% 119 Buy Ratings
Companies Covered: 27 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	90.2%	119 ratings
Hold	8.3%	11 ratings
Sell	1.5%	2 ratings

Out of 132 total stock ratings issued by Kevin Cassidy at Rosenblatt Securities, the majority (90.2%) have been Buy recommendations, followed by 8.3% Hold and 1.5% Sell.

Best & Worst Calls

Best Call
0000.0%
AMBA
Nov 2020
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Worst Call
000.0%
AMBA
May 2015
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Exchange Coverage

Exchange	Percentage	Count
NASDAQ	100.0% of companies on NASDAQ	27 companies

Kevin Cassidy, an analyst at Rosenblatt Securities, currently covers 27 companies listed on , with the majority traded on NASDAQ.

Coverage Focus

Sector Icon	Sector	Percentage
	Computer and Technology 21 companies	77.8%
	Business Services 3 companies	11.1%
	Finance 2 companies	7.4%
	Financial Services 1 company	3.7%

Kevin Cassidy of Rosenblatt Securities specializes in stock coverage within the Computer and Technology sector, with additional focus on Business Services and Finance companies.

Coverage Industries

Industry	Percentage
ELEC COMP - SEMIC 9 companies	33.3%
COMP - INTEGT SYS 3 companies	11.1%
TECHNOLOGY SERVICES 3 companies	11.1%
SEMI - GENERAL 2 companies	7.4%
FIN - MISC SVCS 2 companies	7.4%
SEMI - ANALOG & MIXED 2 companies	7.4%
COMP - STORAGE DE 2 companies	7.4%
UNCLASSIFIED 1 company	3.7%
INTERNET SOFTWARE 1 company	3.7%
SEMI - RADIO FREQ 1 company	3.7%
SEMICONDUCTORS & RELATED DEVICES 1 company	3.7%

About Kevin Cassidy

Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group. Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.

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Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
NVDA NVIDIA	9/23/2025	Reiterated Rating	$183.61	$215.00	Buy
MU Micron Technology	9/18/2025	Reiterated Rating	$159.99	$200.00	Buy
RMBS Rambus	9/17/2025	Boost Price Target	$97.05	$130.00	Buy
BTDR Bitdeer Technologies Group	9/15/2025	Reiterated Rating	$16.15	$20.00	Buy
CAN Canaan	9/12/2025	Reiterated Rating	$0.82	$4.00	Buy
AVGO Broadcom	9/5/2025	Boost Price Target	$306.10	$400.00	Buy
CAN Canaan	8/29/2025	Reiterated Rating	$0.76	$4.00	Buy
MRVL Marvell Technology	8/29/2025	Lower Price Target	$77.23	$95.00	Buy
AMBA Ambarella	8/29/2025	Boost Price Target	$70.63	$100.00	Buy
NVDA NVIDIA	8/28/2025	Boost Price Target	$181.60	$215.00	Buy
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NVTS Navitas Semiconductor	8/26/2025	Reiterated Rating	$6.20	$8.00	Buy
BTDR Bitdeer Technologies Group	8/19/2025	Reiterated Rating	$14.36	$20.00	Buy
CAN Canaan	8/15/2025	Lower Price Target	$0.78	$4.00	Buy
BZAI Blaize	8/15/2025	Reiterated Rating	$3.78	$6.00	Buy
CEVA Ceva	8/14/2025	Reiterated Rating	$24.37	$40.00	Buy
MU Micron Technology	8/11/2025	Reiterated Rating	$124.27	$200.00	Buy
PENG Penguin Solutions	8/11/2025	Reiterated Rating	$23.26	$27.00	Buy
ON ON Semiconductor	8/5/2025	Lower Price Target	$47.97	$50.00	Neutral
NVTS Navitas Semiconductor	8/5/2025	Lower Price Target	$8.05	$8.00	Buy
QCOM QUALCOMM	7/31/2025	Reiterated Rating	$159.06	$225.00	Buy
ARM ARM	7/31/2025	Reiterated Rating	$163.32	$180.00	Buy
WDC Western Digital	7/31/2025	Boost Price Target	$71.43	$90.00	Buy
STX Seagate Technology	7/30/2025	Boost Price Target	$152.68	$200.00	Buy
RMBS Rambus	7/29/2025	Boost Price Target	$72.75	$90.00	Buy
INTC Intel	7/25/2025	Reiterated Rating	$22.63	$14.00	Sell
BZAI Blaize	7/21/2025	Upgrade	$4.81	$6.00	Buy
CAN Canaan	7/8/2025	Reiterated Rating	$0.69	$5.00	Buy
PENG Penguin Solutions	7/3/2025	Reiterated Rating	$20.20	$27.00	Buy
MU Micron Technology	6/23/2025	Boost Price Target	$123.49	$200.00	Buy
CAN Canaan	6/16/2025	Reiterated Rating	$0.67	$5.00	Buy
BTDR Bitdeer Technologies Group	6/16/2025	Reiterated Rating	$12.68	$20.00	Buy
AMD Advanced Micro Devices	6/13/2025	Reiterated Rating	$118.50	$200.00	Buy
MCHP Microchip Technology	5/30/2025	Boost Price Target	$58.11	$70.00	Buy
AMBA Ambarella	5/30/2025	Boost Price Target	$62.00	$95.00	Buy
NVDA NVIDIA	5/29/2025	Boost Price Target	$134.81	$200.00	Buy
STX Seagate Technology	5/23/2025	Reiterated Rating	$108.86	$130.00	Buy
NVTS Navitas Semiconductor	5/22/2025	Boost Price Target	$1.91	$6.00	Buy
CAN Canaan	5/21/2025	Lower Price Target	$0.73	$5.00	Buy
CAN Canaan	5/15/2025	Reiterated Rating	$0.76	$8.00	Buy
BTDR Bitdeer Technologies Group	5/12/2025	Boost Price Target	$14.09	$15.00	Buy

CEVA Ceva	5/8/2025	Reiterated Rating	$21.17	$40.00	Buy
ARM ARM	5/8/2025	Lower Price Target	$123.85	$180.00	Buy
ON ON Semiconductor	5/6/2025	Reiterated Rating	$38.41	$42.00	Neutral
NVTS Navitas Semiconductor	5/6/2025	Reiterated Rating	$2.00	$4.00	Buy
ADEA Adeia	5/6/2025	Reiterated Rating	$12.35	$17.00	Buy
QCOM QUALCOMM	5/1/2025	Reiterated Rating	$148.46	$225.00	Buy
STX Seagate Technology	4/30/2025	Reiterated Rating	$81.60	$130.00	Buy
WDC Western Digital	4/29/2025	Lower Price Target	$40.91	$50.00	Buy
RMBS Rambus	4/29/2025	Reiterated Rating	$52.22	$80.00	Buy
INTC Intel	4/25/2025	Lower Price Target	$21.49	$14.00	Sell
CEVA Ceva	4/23/2025	Reiterated Rating	$23.50	$45.00	Buy
BZAI Blaize	4/22/2025	Initiated Coverage	$2.67	$3.00	Neutral
PENG Penguin Solutions	4/17/2025	Reiterated Rating	$16.44	$27.00	Buy
NVDA NVIDIA	4/16/2025	Lower Price Target	$102.22	$200.00	Buy
CAN Canaan	4/11/2025	Reiterated Rating	$0.65	$8.00	Buy
BTDR Bitdeer Technologies Group	4/10/2025	Lower Price Target	$8.83	$12.00	Buy
PENG Penguin Solutions	4/3/2025	Reiterated Rating	$18.05	$27.00	Buy
CAN Canaan	3/27/2025	Reiterated Rating	$0.94	$8.00	Buy
MU Micron Technology	3/21/2025	Lower Price Target	$103.00	$200.00	Buy
NVDA NVIDIA	3/19/2025	Reiterated Rating	$115.43	$220.00	Buy
BTDR Bitdeer Technologies Group	3/17/2025	Lower Price Target	$10.32	$25.00	Buy
NVTS Navitas Semiconductor	3/13/2025	Reiterated Rating	$2.44	$5.00	Buy
SMCI Super Micro Computer	3/10/2025	Initiated Coverage	$38.24	$60.00	Buy
MRVL Marvell Technology	3/6/2025	Reiterated Rating	$90.14	$140.00	Buy
MCHP Microchip Technology	3/4/2025	Reiterated Rating	$57.95	$70.00	Buy
WULF TeraWulf	3/3/2025	Reiterated Rating	$4.19	$10.00	Buy
ADEA Adeia	2/28/2025	Reiterated Rating	$15.73	$20.00	Buy
ON ON Semiconductor	2/27/2025	Reiterated Rating	$50.55	$49.00	Neutral
SYNA Synaptics	2/27/2025	Reiterated Rating	$68.03	$105.00	Buy
AMBA Ambarella	2/27/2025	Reiterated Rating	$75.81	$100.00	Buy
BTDR Bitdeer Technologies Group	2/24/2025	Reiterated Rating	$13.09	$30.00	Buy
NVTS Navitas Semiconductor	2/20/2025	Reiterated Rating	$3.44	$5.00	Buy
ADEA Adeia	2/18/2025	Reiterated Rating	$13.28	$18.00	Buy
CEVA Ceva	2/11/2025	Reiterated Rating	$32.73	$35.00	Buy
ON ON Semiconductor	2/7/2025	Reiterated Rating	$52.44	$75.00	Neutral
QCOM QUALCOMM	2/6/2025	Reiterated Rating	$175.86	$250.00	Buy
SWKS Skyworks Solutions	2/6/2025	Reiterated Rating	$87.08	$80.00	Neutral
BTDR Bitdeer Technologies Group	2/5/2025	Boost Price Target	$16.89	$30.00	Buy
SYNA Synaptics	2/4/2025	Reiterated Rating	$85.05	$92.00	Buy
RMBS Rambus	2/4/2025	Boost Price Target	$60.35	$92.00	Buy
WDC Western Digital	1/29/2025	Lower Price Target	$63.04	$95.00	Buy
STX Seagate Technology	1/22/2025	Boost Price Target	$101.25	$150.00	Buy
BTDR Bitdeer Technologies Group	1/13/2025	Reiterated Rating	$18.50	$22.00	Buy

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