Free Trial
Kevin Cassidy

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 Rankings, Coverage, and Performance Statistics

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

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy90.2%119 ratings
Hold8.3%11 ratings
Sell1.5%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.

Exchange Coverage

ExchangePercentageCount
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 IconSectorPercentage
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

IndustryPercentage
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.
Follow on LinkedIn

Kevin Cassidy's Ratings History at Rosenblatt Securities

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 Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
NVIDIA Corporation stock logo
NVDA
NVIDIA
9/23/2025Reiterated Rating$183.61$215.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
9/18/2025Reiterated Rating$159.99$200.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
9/17/2025Boost Price Target$97.05$130.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
9/15/2025Reiterated Rating$16.15$20.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
9/12/2025Reiterated Rating$0.82$4.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
9/5/2025Boost Price Target$306.10$400.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
8/29/2025Reiterated Rating$0.76$4.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
8/29/2025Lower Price Target$77.23$95.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
8/29/2025Boost Price Target$70.63$100.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
8/28/2025Boost Price Target$181.60$215.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
8/26/2025Reiterated Rating$6.20$8.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
8/19/2025Reiterated Rating$14.36$20.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
8/15/2025Lower Price Target$0.78$4.00Buy
Blaize Holdings, Inc. stock logo
BZAI
Blaize
8/15/2025Reiterated Rating$3.78$6.00Buy
Ceva, Inc. stock logo
CEVA
Ceva
8/14/2025Reiterated Rating$24.37$40.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
8/11/2025Reiterated Rating$124.27$200.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
8/11/2025Reiterated Rating$23.26$27.00Buy
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
8/5/2025Lower Price Target$47.97$50.00Neutral
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
8/5/2025Lower Price Target$8.05$8.00Buy
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
7/31/2025Reiterated Rating$159.06$225.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
7/31/2025Reiterated Rating$163.32$180.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
7/31/2025Boost Price Target$71.43$90.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
7/30/2025Boost Price Target$152.68$200.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
7/29/2025Boost Price Target$72.75$90.00Buy
Intel Corporation stock logo
INTC
Intel
7/25/2025Reiterated Rating$22.63$14.00Sell
Blaize Holdings, Inc. stock logo
BZAI
Blaize
7/21/2025Upgrade$4.81$6.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
7/8/2025Reiterated Rating$0.69$5.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
7/3/2025Reiterated Rating$20.20$27.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
6/23/2025Boost Price Target$123.49$200.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
6/16/2025Reiterated Rating$0.67$5.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
6/16/2025Reiterated Rating$12.68$20.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
6/13/2025Reiterated Rating$118.50$200.00Buy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
5/30/2025Boost Price Target$58.11$70.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
5/30/2025Boost Price Target$62.00$95.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
5/29/2025Boost Price Target$134.81$200.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
5/23/2025Reiterated Rating$108.86$130.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
5/22/2025Boost Price Target$1.91$6.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
5/21/2025Lower Price Target$0.73$5.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
5/15/2025Reiterated Rating$0.76$8.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
5/12/2025Boost Price Target$14.09$15.00Buy
Ceva, Inc. stock logo
CEVA
Ceva
5/8/2025Reiterated Rating$21.17$40.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
5/8/2025Lower Price Target$123.85$180.00Buy
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
5/6/2025Reiterated Rating$38.41$42.00Neutral
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
5/6/2025Reiterated Rating$2.00$4.00Buy
Adeia Inc. stock logo
ADEA
Adeia
5/6/2025Reiterated Rating$12.35$17.00Buy
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
5/1/2025Reiterated Rating$148.46$225.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/30/2025Reiterated Rating$81.60$130.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
4/29/2025Lower Price Target$40.91$50.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
4/29/2025Reiterated Rating$52.22$80.00Buy
Intel Corporation stock logo
INTC
Intel
4/25/2025Lower Price Target$21.49$14.00Sell
Ceva, Inc. stock logo
CEVA
Ceva
4/23/2025Reiterated Rating$23.50$45.00Buy
Blaize Holdings, Inc. stock logo
BZAI
Blaize
4/22/2025Initiated Coverage$2.67$3.00Neutral
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
4/17/2025Reiterated Rating$16.44$27.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
4/16/2025Lower Price Target$102.22$200.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
4/11/2025Reiterated Rating$0.65$8.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
4/10/2025Lower Price Target$8.83$12.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
4/3/2025Reiterated Rating$18.05$27.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
3/27/2025Reiterated Rating$0.94$8.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
3/21/2025Lower Price Target$103.00$200.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
3/19/2025Reiterated Rating$115.43$220.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
3/17/2025Lower Price Target$10.32$25.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
3/13/2025Reiterated Rating$2.44$5.00Buy
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
3/10/2025Initiated Coverage$38.24$60.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
3/6/2025Reiterated Rating$90.14$140.00Buy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
3/4/2025Reiterated Rating$57.95$70.00Buy
TeraWulf Inc. stock logo
WULF
TeraWulf
3/3/2025Reiterated Rating$4.19$10.00Buy
Adeia Inc. stock logo
ADEA
Adeia
2/28/2025Reiterated Rating$15.73$20.00Buy
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
2/27/2025Reiterated Rating$50.55$49.00Neutral
Synaptics Incorporated stock logo
SYNA
Synaptics
2/27/2025Reiterated Rating$68.03$105.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
2/27/2025Reiterated Rating$75.81$100.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
2/24/2025Reiterated Rating$13.09$30.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
2/20/2025Reiterated Rating$3.44$5.00Buy
Adeia Inc. stock logo
ADEA
Adeia
2/18/2025Reiterated Rating$13.28$18.00Buy
Ceva, Inc. stock logo
CEVA
Ceva
2/11/2025Reiterated Rating$32.73$35.00Buy
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
2/7/2025Reiterated Rating$52.44$75.00Neutral
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
2/6/2025Reiterated Rating$175.86$250.00Buy
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
2/6/2025Reiterated Rating$87.08$80.00Neutral
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
2/5/2025Boost Price Target$16.89$30.00Buy
Synaptics Incorporated stock logo
SYNA
Synaptics
2/4/2025Reiterated Rating$85.05$92.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
2/4/2025Boost Price Target$60.35$92.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
1/29/2025Lower Price Target$63.04$95.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/22/2025Boost Price Target$101.25$150.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
1/13/2025Reiterated Rating$18.50$22.00Buy