David Dai CFA
Stock Analyst at Bernstein
(4.70)
# 770
Out of 4,703 analysts
213
Total ratings
62.2%
Success rate
23.4%
Average return
Main Sectors:
Stocks Rated by David Dai CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| KLAC KLA Corporation | Maintained: Buy | $250 | $185.60 | +34.70% | 5 | Sep 2, 2026 | |
| TYO: 6857 Advantest Corporation | Maintained: Buy | ¥39,200 → ¥45,800 | ¥34,310 | +33.49% | 23 | Sep 2, 2026 | |
| TYO: 6146 Disco Corporation | Maintained: Buy | ¥99,000 | ¥56,750 | +74.45% | 15 | Sep 2, 2026 | |
| TYO: 6920 Lasertec Corporation | Maintained: Buy | ¥54,000 | ¥35,530 | +51.98% | 13 | Sep 2, 2026 | |
| TYO: 8035 Tokyo Electron Limited | Maintained: Buy | ¥59,200 → ¥79,300 | ¥55,550 | +42.75% | 32 | Sep 2, 2026 | |
| TYO: 6525 Kokusai Electric Corporation | Maintained: Buy | ¥8,240 → ¥12,420 | ¥8,867 | +40.07% | 12 | Sep 2, 2026 | |
| LRCX Lam Research | Maintained: Buy | $340 → $385 | $307.65 | +25.14% | 4 | Aug 11, 2026 | |
| AMS: ASML ASML Holding N.V. | Reiterated: Buy | €2,500 | €1,467 | +70.37% | 25 | Aug 11, 2026 | |
| ETR: IFX Infineon Technologies AG | Maintained: Buy | €102.00 | €56.86 | +79.39% | 17 | Aug 6, 2026 | |
| AMS: BESI BE Semiconductor Industries N.V. | Maintained: Buy | €280.00 | €196.65 | +42.38% | 5 | Jul 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $1,971 → $2,623 | $1,714.88 | +52.96% | 6 | Jul 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $430 | $428.91 | +0.25% | 1 | Jul 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥8,200 → ¥11,200 | ¥6,148 | +82.17% | 2 | Jun 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $500 | $252.09 | +98.34% | 1 | Jun 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €72.00 | €65.60 | +9.76% | 1 | May 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | ¥10,800 → ¥21,600 | ¥13,480 | +60.24% | 15 | Apr 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $30 → $22 | $24.56 | -10.42% | 2 | Mar 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥2,300 → ¥3,300 | ¥3,404 | -3.06% | 10 | Feb 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | ¥1,550 | ¥3,320 | -53.31% | 9 | Feb 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥4,600 | ¥3,768 | +22.08% | 1 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥5,000 | ¥5,236 | -4.51% | 3 | Dec 2, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | ¥2,940 → ¥4,540 | ¥21,910 | n/a | 7 | Aug 21, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $781.00 | n/a | 1 | Aug 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥25,000 | ¥23,995 | n/a | 3 | Feb 3, 2025 |
KLA Corporation
Sep 2, 2026
Maintained: Buy
Price Target: $250
Current: $185.60
Upside: +34.70%
Advantest Corporation
Sep 2, 2026
Maintained: Buy
Price Target: ¥39,200 → ¥45,800
Current: ¥34,310
Upside: +33.49%
Disco Corporation
Sep 2, 2026
Maintained: Buy
Price Target: ¥99,000
Current: ¥56,750
Upside: +74.45%
Lasertec Corporation
Sep 2, 2026
Maintained: Buy
Price Target: ¥54,000
Current: ¥35,530
Upside: +51.98%
Tokyo Electron Limited
Sep 2, 2026
Maintained: Buy
Price Target: ¥59,200 → ¥79,300
Current: ¥55,550
Upside: +42.75%
Kokusai Electric Corporation
Sep 2, 2026
Maintained: Buy
Price Target: ¥8,240 → ¥12,420
Current: ¥8,867
Upside: +40.07%
Lam Research
Aug 11, 2026
Maintained: Buy
Price Target: $340 → $385
Current: $307.65
Upside: +25.14%
ASML Holding N.V.
Aug 11, 2026
Reiterated: Buy
Price Target: €2,500
Current: €1,467
Upside: +70.37%
Infineon Technologies AG
Aug 6, 2026
Maintained: Buy
Price Target: €102.00
Current: €56.86
Upside: +79.39%
BE Semiconductor Industries N.V.
Jul 13, 2026
Maintained: Buy
Price Target: €280.00
Current: €196.65
Upside: +42.38%
Jul 6, 2026
Maintained: Buy
Price Target: $1,971 → $2,623
Current: $1,714.88
Upside: +52.96%
Jul 6, 2026
Maintained: Buy
Price Target: $430
Current: $428.91
Upside: +0.25%
Jun 17, 2026
Maintained: Buy
Price Target: ¥8,200 → ¥11,200
Current: ¥6,148
Upside: +82.17%
Jun 17, 2026
Maintained: Buy
Price Target: $500
Current: $252.09
Upside: +98.34%
May 28, 2026
Maintained: Buy
Price Target: €72.00
Current: €65.60
Upside: +9.76%
Apr 6, 2026
Maintained: Hold
Price Target: ¥10,800 → ¥21,600
Current: ¥13,480
Upside: +60.24%
Mar 17, 2026
Downgraded: Hold
Price Target: $30 → $22
Current: $24.56
Upside: -10.42%
Feb 6, 2026
Maintained: Buy
Price Target: ¥2,300 → ¥3,300
Current: ¥3,404
Upside: -3.06%
Feb 6, 2026
Maintained: Hold
Price Target: ¥1,550
Current: ¥3,320
Upside: -53.31%
Jan 14, 2026
Maintained: Buy
Price Target: ¥4,600
Current: ¥3,768
Upside: +22.08%
Dec 2, 2025
Maintained: Buy
Price Target: ¥5,000
Current: ¥5,236
Upside: -4.51%
Aug 21, 2025
Upgraded: Buy
Price Target: ¥2,940 → ¥4,540
Current: ¥21,910
Upside: n/a
Aug 8, 2025
Maintained: Buy
Price Target: n/a
Current: $781.00
Upside: n/a
Feb 3, 2025
Reiterated: Buy
Price Target: ¥25,000
Current: ¥23,995
Upside: n/a