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 31 publicly traded companies. Over the past year, Kevin Cassidy has issued 155 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: 245 Last 11 Years
Buy Recommendations: 88.93% 217 Buy Ratings
Companies Covered: 31 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	88.9%	217 ratings
Hold	9.0%	22 ratings
Sell	2.0%	5 ratings

Out of 244 total stock ratings issued by Kevin Cassidy at Rosenblatt Securities, the majority (88.9%) have been Buy recommendations, followed by 9.0% Hold and 2.0% Sell.

Best & Worst Calls

Best Call
0000.0%
WDC
Apr 2025
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Worst Call
000.0%
CAN
Mar 2025
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Exchange Coverage

Exchange	Percentage	Count
NASDAQ	96.8% of companies on NASDAQ	30 companies
NYSE	3.2% of companies on NYSE	1 company

Kevin Cassidy, an analyst at Rosenblatt Securities, currently covers 31 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector Icon	Sector	Percentage
	Computer and Technology 25 companies	80.6%
	Business Services 3 companies	9.7%
	Finance 2 companies	6.5%
	Financial Services 1 company	3.2%

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 10 companies	32.3%
SEMI - ANALOG & MIXED 3 companies	9.7%
COMP - INTEGT SYS 3 companies	9.7%
TECHNOLOGY SERVICES 3 companies	9.7%
SEMI - GENERAL 3 companies	9.7%
COMP - STORAGE DE 2 companies	6.5%
INTERNET SOFTWARE 2 companies	6.5%
FIN - MISC SVCS 2 companies	6.5%
UNCLASSIFIED 1 company	3.2%
GENERAL INDUSTRIAL MACHINERY, 1 company	3.2%
SEMI - RADIO FREQ 1 company	3.2%

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

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End Date

Rating

12-Month ROIAll ROI

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Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
MCHP Microchip Technology	5/8/2026	Boost Price Target	$101.58	$120.00	Buy
ARM ARM	5/7/2026	Boost Price Target	$218.78	$270.00	Buy
AMD Advanced Micro Devices	5/6/2026	Boost Price Target	$355.26	$490.00	Buy
SMCI Super Micro Computer	5/6/2026	Boost Price Target	$34.63	$40.00	Buy
NVTS Navitas Semiconductor	5/6/2026	Boost Price Target	$16.68	$13.00	Neutral
ADEA Adeia	5/5/2026	Reiterated Rating	$33.63	$40.00	Buy
LSCC Lattice Semiconductor	5/5/2026	Boost Price Target	$125.57	$175.00	Buy
ON onsemi	5/5/2026	Boost Price Target	$102.04	$85.00	Neutral
MPWR Monolithic Power Systems	5/1/2026	Boost Price Target	$1,614.41	$1,575.00	Neutral
WDC Western Digital	5/1/2026	Boost Price Target	$434.52	$500.00	Buy
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QCOM Qualcomm	4/30/2026	Reiterated Rating	$167.11	$190.00	Buy
STX Seagate Technology	4/29/2026	Boost Price Target	$579.03	$1,000.00	Buy
RMBS Rambus	4/28/2026	Boost Price Target	$141.34	$150.00	Buy
INTC Intel	4/24/2026	Boost Price Target	$66.78	$50.00	Sell
TXN Texas Instruments	4/23/2026	Boost Price Target	$236.31	$330.00	Buy
BZAI Blaize	4/16/2026	Reiterated Rating	$1.65	$6.00	Buy
AVGO Broadcom	4/7/2026	Reiterated Rating	$314.43	$500.00	Buy
ADEA Adeia	4/2/2026	Reiterated Rating	$24.35	$40.00	Buy
PENG Penguin Solutions	3/30/2026	Reiterated Rating	$16.69	$30.00	Buy
SMCI Super Micro Computer	3/25/2026	Lower Price Target	$23.49	$32.00	Buy
BZAI Blaize	3/25/2026	Reiterated Rating	$1.36	$6.00	Buy
ARM ARM	3/25/2026	Reiterated Rating	$160.29	$175.00	Buy
NVDA NVIDIA	3/23/2026	Reiterated Rating	$177.42	$325.00	Buy
AMBA Ambarella	3/23/2026	Reiterated Rating	$55.74	$115.00	Buy
BTDR Bitdeer Technologies Group	3/18/2026	Reiterated Rating	$9.25	$18.00	Buy
NVDA NVIDIA	3/17/2026	Reiterated Rating	$183.22	$300.00	Buy
CAN Canaan	3/16/2026	Reiterated Rating	$0.49	$2.25	Buy
MU Micron Technology	3/16/2026	Reiterated Rating	$446.81	$500.00	Buy
NVTS Navitas Semiconductor	3/12/2026	Reiterated Rating	$10.84	$7.00	Neutral
CEVA Ceva	3/12/2026	Reiterated Rating	$19.87	$40.00	Buy
ADEA Adeia	3/9/2026	Boost Price Target	$21.70	$40.00	Buy
AVGO Broadcom	3/5/2026	Boost Price Target	$317.53	$500.00	Buy
OUST Ouster	3/3/2026	Reiterated Rating	$20.25	$40.00	Buy
NVDA NVIDIA	2/26/2026	Boost Price Target	$195.64	$300.00	Buy
NVTS Navitas Semiconductor	2/25/2026	Lower Price Target	$9.88	$7.00	Neutral
CAN Canaan	2/24/2026	Reiterated Rating	$0.46	$2.25	Buy
ADEA Adeia	2/24/2026	Boost Price Target	$18.84	$30.00	Buy
CEVA Ceva	2/18/2026	Reiterated Rating	$20.45	$40.00	Buy
AIP Arteris	2/13/2026	Reiterated Rating	$14.92	$20.00	Buy
LSCC Lattice Semiconductor	2/11/2026	Boost Price Target	$90.95	$105.00	Buy

ON onsemi	2/10/2026	Boost Price Target	$65.10	$60.00	Neutral
BTDR Bitdeer Technologies Group	2/9/2026	Lower Price Target	$12.59	$18.00	Buy
CAN Canaan	2/9/2026	Lower Price Target	$0.59	$2.50	Buy
MPWR Monolithic Power Systems	2/6/2026	Boost Price Target	$1,155.99	$1,000.00	Neutral
MCHP Microchip Technology	2/6/2026	Boost Price Target	$78.04	$115.00	Buy
SYNA Synaptics	2/6/2026	Boost Price Target	$87.31	$125.00	Buy
TXN Texas Instruments	2/5/2026	Reiterated Rating	$222.92	$240.00	Buy
ARM ARM	2/5/2026	Lower Price Target	$104.90	$175.00	Buy
QCOM Qualcomm	2/5/2026	Lower Price Target	$148.89	$190.00	Buy
WDC Western Digital	2/4/2026	Reiterated Rating	$290.24	$340.00	Buy
AMD Advanced Micro Devices	2/4/2026	Reiterated Rating	$242.11	$300.00	Buy
MRVL Marvell Technology	2/3/2026	Lower Price Target	$78.57	$115.00	Buy
PENG Penguin Solutions	2/3/2026	Reiterated Rating	$19.80	$30.00	Buy
RMBS Rambus	2/3/2026	Reiterated Rating	$113.71	$130.00	Buy
SMCI Super Micro Computer	2/2/2026	Reiterated Rating	$29.11	$55.00	Buy
TXN Texas Instruments	1/28/2026	Boost Price Target	$196.63	$240.00	Buy
STX Seagate Technology	1/28/2026	Boost Price Target	$371.76	$500.00	Buy
INTC Intel	1/23/2026	Boost Price Target	$54.32	$30.00	Sell
WDC Western Digital	1/20/2026	Boost Price Target	$221.51	$270.00	Buy
STX Seagate Technology	1/20/2026	Boost Price Target	$326.23	$370.00	Buy
MU Micron Technology	1/20/2026	Reiterated Rating	$362.75	$500.00	Buy
CAN Canaan	1/15/2026	Reiterated Rating	$0.88	$4.00	Buy
BTDR Bitdeer Technologies Group	1/14/2026	Set Price Target	$12.77	$5.90
BTDR Bitdeer Technologies Group	1/14/2026	Reiterated Rating	$12.77	$30.00	Buy
PENG Penguin Solutions	1/7/2026	Reiterated Rating	$21.55	$30.00	Buy
MRVL Marvell Technology	1/7/2026	Reiterated Rating	$88.23	$120.00	Buy
MCHP Microchip Technology	1/6/2026	Reiterated Rating	$72.08	$80.00	Buy
PENG Penguin Solutions	12/31/2025	Reiterated Rating	$20.03	$30.00	Buy
ADEA Adeia	12/22/2025	Boost Price Target	$16.57	$20.00	Buy
CAN Canaan	12/15/2025	Reiterated Rating	$0.84	$4.00	Buy
AIP Arteris	12/15/2025	Reiterated Rating	$16.29	$20.00	Buy
MU Micron Technology	12/15/2025	Reiterated Rating	$241.14	$300.00	Buy
AVGO Broadcom	12/9/2025	Boost Price Target	$401.10	$440.00	Buy
MCHP Microchip Technology	12/3/2025	Reiterated Rating	$56.71	$80.00	Buy
MRVL Marvell Technology	12/1/2025	Reiterated Rating	$89.24	$95.00	Buy
AMBA Ambarella	11/26/2025	Boost Price Target	$75.68	$115.00	Buy
AMBA Ambarella	11/24/2025	Reiterated Rating	$88.64	$100.00	Buy
NVDA NVIDIA	11/20/2025	Boost Price Target	$186.52	$245.00	Buy
CAN Canaan	11/19/2025	Reiterated Rating	$1.03	$4.00	Buy
MU Micron Technology	11/17/2025	Boost Price Target	$246.83	$300.00	Buy
AMD Advanced Micro Devices	11/12/2025	Reiterated Rating	$237.52	$300.00	Buy
BTDR Bitdeer Technologies Group	11/11/2025	Boost Price Target	$17.65	$30.00	Buy
CEVA Ceva	11/11/2025	Reiterated Rating	$26.01	$40.00	Buy
SYNA Synaptics	11/11/2025	Reiterated Rating	$68.22	$95.00	Buy
NVTS Navitas Semiconductor	11/10/2025	Reiterated Rating	$7.84	$8.00	Neutral
ARM ARM	11/6/2025	Reiterated Rating	$160.19	$180.00	Buy
QCOM Qualcomm	11/6/2025	Reiterated Rating	$179.72	$225.00	Buy
AIP Arteris	11/5/2025	Boost Price Target	$12.32	$20.00	Buy
AMD Advanced Micro Devices	11/5/2025	Boost Price Target	$250.05	$300.00	Buy
SMCI Super Micro Computer	11/5/2025	Lower Price Target	$47.61	$55.00	Buy

ADEA Adeia	11/4/2025	Reiterated Rating	$14.30	$17.00	Buy
ON onsemi	11/4/2025	Reiterated Rating	$50.46	$50.00	Neutral
NVTS Navitas Semiconductor	11/4/2025	Lower Price Target	$12.25	$8.00	Neutral
LSCC Lattice Semiconductor	11/4/2025	Boost Price Target	$72.82	$80.00	Buy
NVDA NVIDIA	11/3/2025	Boost Price Target	$202.46	$240.00	Buy
WDC Western Digital	10/31/2025	Boost Price Target	$138.13	$165.00	Buy
MPWR Monolithic Power Systems	10/31/2025	Boost Price Target	$1,087.56	$950.00	Neutral
CAN Canaan	10/29/2025	Reiterated Rating	$1.45	$4.00	Buy
STX Seagate Technology	10/29/2025	Boost Price Target	$223.00	$270.00	Buy
QCOM Qualcomm	10/28/2025	Reiterated Rating	$187.68	$225.00	Buy
RMBS Rambus	10/28/2025	Reiterated Rating	$113.61	$130.00	Buy
SMCI Super Micro Computer	10/24/2025	Boost Price Target	$47.92	$60.00	Buy
INTC Intel	10/24/2025	Boost Price Target	$38.16	$25.00	Sell
TXN Texas Instruments	10/22/2025	Lower Price Target	$171.57	$200.00	Buy
NVTS Navitas Semiconductor	10/20/2025	Downgrade	$14.66	$12.00	Neutral
SYNA Synaptics	10/17/2025	Reiterated Rating	$69.90	$95.00	Buy
BTDR Bitdeer Technologies Group	10/15/2025	Reiterated Rating	$20.12	$20.00	Buy
PENG Penguin Solutions	10/14/2025	Reiterated Rating	$22.32	$30.00	Buy
CAN Canaan	10/13/2025	Reiterated Rating	$1.41	$4.00	Buy
PENG Penguin Solutions	10/8/2025	Lower Price Target	$27.00	$30.00	Buy
AMD Advanced Micro Devices	10/7/2025	Boost Price Target	$203.71	$250.00	Buy
PENG Penguin Solutions	10/1/2025	Boost Price Target	$26.28	$36.00	Buy
WDC Western Digital	9/29/2025	Boost Price Target	$106.88	$125.00	Buy
STX Seagate Technology	9/29/2025	Boost Price Target	$217.51	$250.00	Buy
MU Micron Technology	9/24/2025	Boost Price Target	$166.41	$250.00	Buy
NVDA NVIDIA	9/23/2025	Reiterated Rating	$183.61	$215.00	Buy
MU Micron Technology	9/18/2025	Reiterated Rating	$159.99	$250.00	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
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 onsemi	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
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
ON onsemi	5/6/2025	Reiterated Rating	$38.41	$42.00	Neutral
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 onsemi	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 onsemi	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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