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 32 publicly traded companies. Over the past year, Kevin Cassidy has issued 157 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
258 Last 11 Years
Buy Recommendations
89.49% 230 Buy Ratings
Companies Covered
32 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy89.5%230 ratings
Hold8.6%22 ratings
Sell1.9%5 ratings

Out of 257 total stock ratings issued by Kevin Cassidy at Rosenblatt Securities, the majority (89.5%) have been Buy recommendations, followed by 8.6% Hold and 1.9% Sell.

Exchange Coverage

ExchangePercentageCount
NASDAQ
100.0% of companies on NASDAQ
32 companies

Kevin Cassidy, an analyst at Rosenblatt Securities, currently covers 32 companies listed on , with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Computer and Technology
25 companies
78.1%
Business Services
3 companies
9.4%
Finance
2 companies
6.3%
Manufacturing
1 company
3.1%
Financial Services
1 company
3.1%

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
10 companies
31.3%
SEMI - GENERAL
3 companies
9.4%
TECHNOLOGY SERVICES
3 companies
9.4%
SEMI - ANALOG & MIXED
3 companies
9.4%
COMP - INTEGT SYS
3 companies
9.4%
INTERNET SOFTWARE
2 companies
6.3%
FIN - MISC SVCS
2 companies
6.3%
COMP - STORAGE DE
2 companies
6.3%
ELECTRONIC COMPONENTS & ACCESSORIES
1 company
3.1%
GENERAL INDUSTRIAL MACHINERY,
1 company
3.1%
UNCLASSIFIED
1 company
3.1%
SEMI - RADIO FREQ
1 company
3.1%

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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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
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
6/12/2026Reiterated Rating$286.65$240.00Buy
Cerebras Systems Inc. stock logo
CBRS
Cerebras Systems
6/8/2026Initiated Coverage$201.01$300.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
6/4/2026Reiterated Rating$405.66$500.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
6/2/2026Boost Price Target$70.60$65.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
5/28/2026Boost Price Target$198.70$240.00Buy
Ouster, Inc. stock logo
OUST
Ouster
5/27/2026Boost Price Target$42.70$53.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
5/26/2026Reiterated Rating$93.65$115.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
5/21/2026Reiterated Rating$223.47$325.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
5/20/2026Lower Price Target$0.42$1.30Buy
Synaptics Incorporated stock logo
SYNA
Synaptics
5/20/2026Boost Price Target$123.64$180.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
5/15/2026Boost Price Target$14.75$25.00Buy
Arteris, Inc. stock logo
AIP
Arteris
5/13/2026Boost Price Target$32.43$38.00Buy
Ceva, Inc. stock logo
CEVA
Ceva
5/12/2026Boost Price Target$37.08$45.00Buy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
5/8/2026Boost Price Target$101.58$120.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
5/7/2026Boost Price Target$218.78$270.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/6/2026Boost Price Target$355.26$490.00Buy
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
5/6/2026Boost Price Target$34.63$40.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
5/6/2026Boost Price Target$16.68$13.00Neutral
Adeia Inc. stock logo
ADEA
Adeia
5/5/2026Reiterated Rating$33.63$40.00Buy
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
5/5/2026Boost Price Target$125.57$175.00Buy
onsemi stock logo
ON
onsemi
5/5/2026Boost Price Target$102.04$85.00Neutral
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
5/1/2026Boost Price Target$1,614.41$1,575.00Neutral
Western Digital Corporation stock logo
WDC
Western Digital
5/1/2026Boost Price Target$434.52$500.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
4/30/2026Reiterated Rating$167.11$190.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/29/2026Boost Price Target$579.03$1,000.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
4/28/2026Boost Price Target$141.34$150.00Buy
Intel Corporation stock logo
INTC
Intel
4/24/2026Boost Price Target$66.78$50.00Sell
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/23/2026Boost Price Target$236.31$330.00Buy
Blaize Holdings, Inc. stock logo
BZAI
Blaize
4/16/2026Reiterated Rating$1.65$6.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
4/7/2026Reiterated Rating$314.43$500.00Buy
Adeia Inc. stock logo
ADEA
Adeia
4/2/2026Reiterated Rating$24.35$40.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
3/30/2026Reiterated Rating$16.69$30.00Buy
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
3/25/2026Lower Price Target$23.49$32.00Buy
Blaize Holdings, Inc. stock logo
BZAI
Blaize
3/25/2026Reiterated Rating$1.36$6.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
3/25/2026Reiterated Rating$160.29$175.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
3/23/2026Reiterated Rating$177.42$325.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
3/23/2026Reiterated Rating$55.74$115.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
3/18/2026Reiterated Rating$9.25$18.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
3/17/2026Reiterated Rating$183.22$300.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
3/16/2026Reiterated Rating$0.49$2.25Buy
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Micron Technology, Inc. stock logo
MU
Micron Technology
3/16/2026Reiterated Rating$446.81$500.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
3/12/2026Reiterated Rating$10.84$7.00Neutral
Ceva, Inc. stock logo
CEVA
Ceva
3/12/2026Reiterated Rating$19.87$40.00Buy
Adeia Inc. stock logo
ADEA
Adeia
3/9/2026Boost Price Target$21.70$40.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
3/5/2026Boost Price Target$317.53$500.00Buy
Ouster, Inc. stock logo
OUST
Ouster
3/3/2026Reiterated Rating$20.25$40.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
2/26/2026Boost Price Target$195.64$300.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
2/25/2026Lower Price Target$9.88$7.00Neutral
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
2/24/2026Reiterated Rating$0.46$2.25Buy
Adeia Inc. stock logo
ADEA
Adeia
2/24/2026Boost Price Target$18.84$30.00Buy
Ceva, Inc. stock logo
CEVA
Ceva
2/18/2026Reiterated Rating$20.45$40.00Buy
Arteris, Inc. stock logo
AIP
Arteris
2/13/2026Reiterated Rating$14.92$20.00Buy
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
2/11/2026Boost Price Target$90.95$105.00Buy
onsemi stock logo
ON
onsemi
2/10/2026Boost Price Target$65.10$60.00Neutral
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
2/9/2026Lower Price Target$12.59$18.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
2/9/2026Lower Price Target$0.59$2.50Buy
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
2/6/2026Boost Price Target$1,155.99$1,000.00Neutral
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
2/6/2026Boost Price Target$78.04$115.00Buy
Synaptics Incorporated stock logo
SYNA
Synaptics
2/6/2026Boost Price Target$87.31$125.00Buy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
2/5/2026Reiterated Rating$222.92$240.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
2/5/2026Lower Price Target$104.90$175.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
2/5/2026Lower Price Target$148.89$190.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
2/4/2026Reiterated Rating$290.24$340.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
2/4/2026Reiterated Rating$242.11$300.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
2/3/2026Lower Price Target$78.57$115.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
2/3/2026Reiterated Rating$19.80$30.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
2/3/2026Reiterated Rating$113.71$130.00Buy
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
2/2/2026Reiterated Rating$29.11$55.00Buy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
1/28/2026Boost Price Target$196.63$240.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/28/2026Boost Price Target$371.76$500.00Buy
Intel Corporation stock logo
INTC
Intel
1/23/2026Boost Price Target$54.32$30.00Sell
Western Digital Corporation stock logo
WDC
Western Digital
1/20/2026Boost Price Target$221.51$270.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/20/2026Boost Price Target$326.23$370.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
1/20/2026Reiterated Rating$362.75$500.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
1/15/2026Reiterated Rating$0.88$4.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
1/14/2026Set Price Target$12.77$5.90
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
1/14/2026Reiterated Rating$12.77$30.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
1/7/2026Reiterated Rating$21.55$30.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
1/7/2026Reiterated Rating$88.23$120.00Buy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
1/6/2026Reiterated Rating$72.08$80.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
12/31/2025Reiterated Rating$20.03$30.00Buy
Adeia Inc. stock logo
ADEA
Adeia
12/22/2025Boost Price Target$16.57$20.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
12/15/2025Reiterated Rating$0.84$4.00Buy
Arteris, Inc. stock logo
AIP
Arteris
12/15/2025Reiterated Rating$16.29$20.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
12/15/2025Reiterated Rating$241.14$300.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
12/9/2025Boost Price Target$401.10$440.00Buy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
12/3/2025Reiterated Rating$56.71$80.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
12/1/2025Reiterated Rating$89.24$95.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
11/26/2025Boost Price Target$75.68$115.00Buy
Ambarella, Inc. stock logo
AMBA
Ambarella
11/24/2025Reiterated Rating$88.64$100.00Buy
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NVIDIA Corporation stock logo
NVDA
NVIDIA
11/20/2025Boost Price Target$186.52$245.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
11/19/2025Reiterated Rating$1.03$4.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
11/17/2025Boost Price Target$246.83$300.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
11/12/2025Reiterated Rating$237.52$300.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
11/11/2025Boost Price Target$17.65$30.00Buy
Ceva, Inc. stock logo
CEVA
Ceva
11/11/2025Reiterated Rating$26.01$40.00Buy
Synaptics Incorporated stock logo
SYNA
Synaptics
11/11/2025Reiterated Rating$68.22$95.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
11/10/2025Reiterated Rating$7.84$8.00Neutral
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
11/6/2025Reiterated Rating$160.19$180.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
11/6/2025Reiterated Rating$179.72$225.00Buy
Arteris, Inc. stock logo
AIP
Arteris
11/5/2025Boost Price Target$12.32$20.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
11/5/2025Boost Price Target$250.05$300.00Buy
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
11/5/2025Lower Price Target$47.61$55.00Buy
Adeia Inc. stock logo
ADEA
Adeia
11/4/2025Reiterated Rating$14.30$17.00Buy
onsemi stock logo
ON
onsemi
11/4/2025Reiterated Rating$50.46$50.00Neutral
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
11/4/2025Lower Price Target$12.25$8.00Neutral
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
11/4/2025Boost Price Target$72.82$80.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
11/3/2025Boost Price Target$202.46$240.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
10/31/2025Boost Price Target$138.13$165.00Buy
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
10/31/2025Boost Price Target$1,087.56$950.00Neutral
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
10/29/2025Reiterated Rating$1.45$4.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
10/29/2025Boost Price Target$223.00$270.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
10/28/2025Reiterated Rating$187.68$225.00Buy
Rambus, Inc. stock logo
RMBS
Rambus
10/28/2025Reiterated Rating$113.61$130.00Buy
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
10/24/2025Boost Price Target$47.92$60.00Buy
Intel Corporation stock logo
INTC
Intel
10/24/2025Boost Price Target$38.16$25.00Sell
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
10/22/2025Lower Price Target$171.57$200.00Buy
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
10/20/2025Downgrade$14.66$12.00Neutral
Synaptics Incorporated stock logo
SYNA
Synaptics
10/17/2025Reiterated Rating$69.90$95.00Buy
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
10/15/2025Reiterated Rating$20.12$20.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
10/14/2025Reiterated Rating$22.32$30.00Buy
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
10/13/2025Reiterated Rating$1.41$4.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
10/8/2025Lower Price Target$27.00$30.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
10/7/2025Boost Price Target$203.71$250.00Buy
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
10/1/2025Boost Price Target$26.28$36.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
9/29/2025Boost Price Target$106.88$125.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
9/29/2025Boost Price Target$217.51$250.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
9/24/2025Boost Price Target$166.41$250.00Buy
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$250.00Buy
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
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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
onsemi stock logo
ON
onsemi
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
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
onsemi stock logo
ON
onsemi
5/6/2025Reiterated Rating$38.41$42.00Neutral
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
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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
onsemi stock logo
ON
onsemi
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
onsemi stock logo
ON
onsemi
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