Kevin Cassidy Analyst PerformanceManaging Director, Senior Research Analyst at Rosenblatt SecuritiesKevin 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 Rankings, Coverage, and Performance StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings132 Last 11 YearsBuy Recommendations90.15% 119 Buy RatingsCompanies Covered27 Unique Companies Ratings Distribution132RatingsDistribution of strong buy, buy, hold, and sell ratings by Kevin Cassidy.RatingPercentageCount Strong Buy0.0%0 ratings Buy90.2%119 ratings Hold8.3%11 ratings Sell1.5%2 ratingsOut 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 CallsBest Call0000.0%AMBANov 2020Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%AMBAMay 2015Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNASDAQ100.0% of companies on NASDAQ27 companiesKevin Cassidy, an analyst at Rosenblatt Securities, currently covers 27 companies listed on , with the majority traded on NASDAQ.Coverage FocusSector IconSectorPercentageComputer and Technology21 companies77.8%Business Services3 companies11.1%Finance2 companies7.4%Financial Services1 company3.7%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 IndustriesIndustryPercentageELEC COMP - SEMIC9 companies33.3%COMP - INTEGT SYS3 companies11.1%TECHNOLOGY SERVICES3 companies11.1%SEMI - GENERAL2 companies7.4%FIN - MISC SVCS2 companies7.4%SEMI - ANALOG & MIXED2 companies7.4%COMP - STORAGE DE2 companies7.4%UNCLASSIFIED1 company3.7%INTERNET SOFTWARE1 company3.7%SEMI - RADIO FREQ1 company3.7%SEMICONDUCTORS & RELATED DEVICES1 company3.7% About Kevin CassidyKevin 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.Follow on LinkedIn Kevin Cassidy's Ratings History at Rosenblatt Securities Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.Available with a MarketBeat All Access Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export to Excel CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsNVDANVIDIA9/23/2025Reiterated Rating$183.61$215.00Buy$0.0000.00% ROIMUMicron Technology9/18/2025Reiterated Rating$159.99$200.00Buy$0.0000.00% ROIRMBSRambus9/17/2025Boost Price Target$97.05$130.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group9/15/2025Reiterated Rating$16.15$20.00Buy$0.0000.00% ROICANCanaan9/12/2025Reiterated Rating$0.82$4.00Buy$0.0000.00% ROIAVGOBroadcom9/5/2025Boost Price Target$306.10$400.00Buy$0.0000.00% ROICANCanaan8/29/2025Reiterated Rating$0.76$4.00Buy$0.0000.00% ROIMRVLMarvell Technology8/29/2025Lower Price Target$77.23$95.00Buy$0.0000.00% ROIAMBAAmbarella8/29/2025Boost Price Target$70.63$100.00Buy$0.0000.00% ROINVDANVIDIA8/28/2025Boost Price Target$181.60$215.00Buy$0.0000.00% ROI Get the Latest News and Ratings for Your StocksEnter your email address below to receive the latest headlines and analysts' recommendations for your stocks with our free daily email newsletter. NVTSNavitas Semiconductor8/26/2025Reiterated Rating$6.20$8.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group8/19/2025Reiterated Rating$14.36$20.00Buy$0.0000.00% ROICANCanaan8/15/2025Lower Price Target$0.78$4.00Buy$0.0000.00% ROIBZAIBlaize8/15/2025Reiterated Rating$3.78$6.00Buy$0.0000.00% ROICEVACeva8/14/2025Reiterated Rating$24.37$40.00Buy$0.0000.00% ROIMUMicron Technology8/11/2025Reiterated Rating$124.27$200.00Buy$0.0000.00% ROIPENGPenguin Solutions8/11/2025Reiterated Rating$23.26$27.00Buy$0.0000.00% ROIONON Semiconductor8/5/2025Lower Price Target$47.97$50.00Neutral$0.0000.00% ROINVTSNavitas Semiconductor8/5/2025Lower Price Target$8.05$8.00Buy$0.0000.00% ROIQCOMQUALCOMM7/31/2025Reiterated Rating$159.06$225.00Buy$0.0000.00% ROIARMARM7/31/2025Reiterated Rating$163.32$180.00Buy$0.0000.00% ROIWDCWestern Digital7/31/2025Boost Price Target$71.43$90.00Buy$0.0000.00% ROISTXSeagate Technology7/30/2025Boost Price Target$152.68$200.00Buy$0.0000.00% ROIRMBSRambus7/29/2025Boost Price Target$72.75$90.00Buy$0.0000.00% ROIINTCIntel7/25/2025Reiterated Rating$22.63$14.00Sell$0.0000.00% ROIBZAIBlaize7/21/2025Upgrade$4.81$6.00Buy$0.0000.00% ROICANCanaan7/8/2025Reiterated Rating$0.69$5.00Buy$0.0000.00% ROIPENGPenguin Solutions7/3/2025Reiterated Rating$20.20$27.00Buy$0.0000.00% ROIMUMicron Technology6/23/2025Boost Price Target$123.49$200.00Buy$0.0000.00% ROICANCanaan6/16/2025Reiterated Rating$0.67$5.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group6/16/2025Reiterated Rating$12.68$20.00Buy$0.0000.00% ROIAMDAdvanced Micro Devices6/13/2025Reiterated Rating$118.50$200.00Buy$0.0000.00% ROIMCHPMicrochip Technology5/30/2025Boost Price Target$58.11$70.00Buy$0.0000.00% ROIAMBAAmbarella5/30/2025Boost Price Target$62.00$95.00Buy$0.0000.00% ROINVDANVIDIA5/29/2025Boost Price Target$134.81$200.00Buy$0.0000.00% ROISTXSeagate Technology5/23/2025Reiterated Rating$108.86$130.00Buy$0.0000.00% ROINVTSNavitas Semiconductor5/22/2025Boost Price Target$1.91$6.00Buy$0.0000.00% ROICANCanaan5/21/2025Lower Price Target$0.73$5.00Buy$0.0000.00% ROICANCanaan5/15/2025Reiterated Rating$0.76$8.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group5/12/2025Boost Price Target$14.09$15.00Buy$0.0000.00% ROICEVACeva5/8/2025Reiterated Rating$21.17$40.00Buy$0.0000.00% ROIARMARM5/8/2025Lower Price Target$123.85$180.00Buy$0.0000.00% ROIONON Semiconductor5/6/2025Reiterated Rating$38.41$42.00Neutral$0.0000.00% ROINVTSNavitas Semiconductor5/6/2025Reiterated Rating$2.00$4.00Buy$0.0000.00% ROIADEAAdeia5/6/2025Reiterated Rating$12.35$17.00Buy$0.0000.00% ROIQCOMQUALCOMM5/1/2025Reiterated Rating$148.46$225.00Buy$0.0000.00% ROISTXSeagate Technology4/30/2025Reiterated Rating$81.60$130.00Buy$0.0000.00% ROIWDCWestern Digital4/29/2025Lower Price Target$40.91$50.00Buy$0.0000.00% ROIRMBSRambus4/29/2025Reiterated Rating$52.22$80.00Buy$0.0000.00% ROIINTCIntel4/25/2025Lower Price Target$21.49$14.00Sell$0.0000.00% ROICEVACeva4/23/2025Reiterated Rating$23.50$45.00Buy$0.0000.00% ROIBZAIBlaize4/22/2025Initiated Coverage$2.67$3.00Neutral$0.0000.00% ROIPENGPenguin Solutions4/17/2025Reiterated Rating$16.44$27.00Buy$0.0000.00% ROINVDANVIDIA4/16/2025Lower Price Target$102.22$200.00Buy$0.0000.00% ROICANCanaan4/11/2025Reiterated Rating$0.65$8.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group4/10/2025Lower Price Target$8.83$12.00Buy$0.0000.00% ROIPENGPenguin Solutions4/3/2025Reiterated Rating$18.05$27.00Buy$0.0000.00% ROICANCanaan3/27/2025Reiterated Rating$0.94$8.00Buy$0.0000.00% ROIMUMicron Technology3/21/2025Lower Price Target$103.00$200.00Buy$0.0000.00% ROINVDANVIDIA3/19/2025Reiterated Rating$115.43$220.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group3/17/2025Lower Price Target$10.32$25.00Buy$0.0000.00% ROINVTSNavitas Semiconductor3/13/2025Reiterated Rating$2.44$5.00Buy$0.0000.00% ROISMCISuper Micro Computer3/10/2025Initiated Coverage$38.24$60.00Buy$0.0000.00% ROIMRVLMarvell Technology3/6/2025Reiterated Rating$90.14$140.00Buy$0.0000.00% ROIMCHPMicrochip Technology3/4/2025Reiterated Rating$57.95$70.00Buy$0.0000.00% ROIWULFTeraWulf3/3/2025Reiterated Rating$4.19$10.00Buy$0.0000.00% ROIADEAAdeia2/28/2025Reiterated Rating$15.73$20.00Buy$0.0000.00% ROIONON Semiconductor2/27/2025Reiterated Rating$50.55$49.00Neutral$0.0000.00% ROISYNASynaptics2/27/2025Reiterated Rating$68.03$105.00Buy$0.0000.00% ROIAMBAAmbarella2/27/2025Reiterated Rating$75.81$100.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group2/24/2025Reiterated Rating$13.09$30.00Buy$0.0000.00% ROINVTSNavitas Semiconductor2/20/2025Reiterated Rating$3.44$5.00Buy$0.0000.00% ROIADEAAdeia2/18/2025Reiterated Rating$13.28$18.00Buy$0.0000.00% ROICEVACeva2/11/2025Reiterated Rating$32.73$35.00Buy$0.0000.00% ROIONON Semiconductor2/7/2025Reiterated Rating$52.44$75.00Neutral$0.0000.00% ROIQCOMQUALCOMM2/6/2025Reiterated Rating$175.86$250.00Buy$0.0000.00% ROISWKSSkyworks Solutions2/6/2025Reiterated Rating$87.08$80.00Neutral$0.0000.00% ROIBTDRBitdeer Technologies Group2/5/2025Boost Price Target$16.89$30.00Buy$0.0000.00% ROISYNASynaptics2/4/2025Reiterated Rating$85.05$92.00Buy$0.0000.00% ROIRMBSRambus2/4/2025Boost Price Target$60.35$92.00Buy$0.0000.00% ROIWDCWestern Digital1/29/2025Lower Price Target$63.04$95.00Buy$0.0000.00% ROISTXSeagate Technology1/22/2025Boost Price Target$101.25$150.00Buy$0.0000.00% ROIBTDRBitdeer Technologies Group1/13/2025Reiterated Rating$18.50$22.00Buy$0.0000.00% ROI Stock Forecasts and Research Tools Today's Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.