David Dai CFA
Stock Analyst at Bernstein
(4.53)
# 1,054
Out of 5,116 analysts
228
Total ratings
55.4%
Success rate
16.1%
Average return
Main Sectors:
Stocks Rated by David Dai CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| TYO: 6525 Kokusai Electric Corporation | Reiterated: Buy | ¥12,420 | ¥5,057 | +145.60% | 14 | Nov 3, 2026 | |
| AMS: ASML ASML Holding N.V. | Reiterated: Buy | €2,500 | €1,284 | +94.76% | 29 | Nov 3, 2026 | |
| KLAC KLA Corporation | Reiterated: Buy | $250 | $138.49 | +80.52% | 7 | Oct 25, 2026 | |
| TYO: 6857 Advantest Corporation | Reiterated: Buy | ¥45,800 | ¥28,015 | +63.48% | 25 | Oct 16, 2026 | |
| TYO: 8035 Tokyo Electron Limited | Reiterated: Buy | ¥15,860 → ¥79,300 | ¥8,263 | +859.70% | 34 | Oct 16, 2026 | |
| ARM Arm Holdings | Reiterated: Buy | $500 → $480 | $174.62 | +174.88% | 2 | Sep 15, 2026 | |
| ETR: IFX Infineon Technologies AG | Reiterated: Buy | €102.00 | €45.76 | +122.93% | 17 | Sep 7, 2026 | |
| TYO: 6146 Disco Corporation | Reiterated: Buy | ¥99,000 | ¥40,860 | +142.29% | 15 | Sep 2, 2026 | |
| TYO: 6920 Lasertec Corporation | Reiterated: Buy | ¥54,000 | ¥32,040 | +68.54% | 15 | Sep 2, 2026 | |
| LRCX Lam Research | Reiterated: Buy | $385 | $200.44 | +92.08% | 5 | Sep 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | €280.00 | €143.40 | +95.26% | 5 | Jul 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $1,971 → $2,623 | $1,424.75 | +84.10% | 6 | Jul 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $430 | $375.44 | +14.53% | 1 | Jul 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥8,200 → ¥11,200 | ¥3,549 | +215.58% | 2 | Jun 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | ¥10,800 → ¥21,600 | ¥7,778 | +177.71% | 15 | Apr 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $30 → $22 | $27.00 | -18.52% | 2 | Mar 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | ¥1,550 | ¥1,785 | -13.14% | 9 | Feb 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥2,300 → ¥3,300 | ¥2,478 | +33.20% | 10 | Feb 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥4,600 | ¥4,142 | +11.06% | 1 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥5,000 | ¥4,268 | +17.15% | 3 | Dec 2, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | ¥2,940 → ¥4,540 | ¥6,147 | n/a | 7 | Aug 21, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $705.00 | n/a | 1 | Aug 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥25,000 | ¥22,395 | n/a | 3 | Feb 3, 2025 |
Kokusai Electric Corporation
Nov 3, 2026
Reiterated: Buy
Price Target: ¥12,420
Current: ¥5,057
Upside: +145.60%
ASML Holding N.V.
Nov 3, 2026
Reiterated: Buy
Price Target: €2,500
Current: €1,284
Upside: +94.76%
KLA Corporation
Oct 25, 2026
Reiterated: Buy
Price Target: $250
Current: $138.49
Upside: +80.52%
Advantest Corporation
Oct 16, 2026
Reiterated: Buy
Price Target: ¥45,800
Current: ¥28,015
Upside: +63.48%
Tokyo Electron Limited
Oct 16, 2026
Reiterated: Buy
Price Target: ¥15,860 → ¥79,300
Current: ¥8,263
Upside: +859.70%
Arm Holdings
Sep 15, 2026
Reiterated: Buy
Price Target: $500 → $480
Current: $174.62
Upside: +174.88%
Infineon Technologies AG
Sep 7, 2026
Reiterated: Buy
Price Target: €102.00
Current: €45.76
Upside: +122.93%
Disco Corporation
Sep 2, 2026
Reiterated: Buy
Price Target: ¥99,000
Current: ¥40,860
Upside: +142.29%
Lasertec Corporation
Sep 2, 2026
Reiterated: Buy
Price Target: ¥54,000
Current: ¥32,040
Upside: +68.54%
Lam Research
Sep 2, 2026
Reiterated: Buy
Price Target: $385
Current: $200.44
Upside: +92.08%
Jul 13, 2026
Reiterated: Buy
Price Target: €280.00
Current: €143.40
Upside: +95.26%
Jul 6, 2026
Reiterated: Buy
Price Target: $1,971 → $2,623
Current: $1,424.75
Upside: +84.10%
Jul 6, 2026
Reiterated: Buy
Price Target: $430
Current: $375.44
Upside: +14.53%
Jun 17, 2026
Reiterated: Buy
Price Target: ¥8,200 → ¥11,200
Current: ¥3,549
Upside: +215.58%
Apr 6, 2026
Reiterated: Hold
Price Target: ¥10,800 → ¥21,600
Current: ¥7,778
Upside: +177.71%
Mar 17, 2026
Downgraded: Hold
Price Target: $30 → $22
Current: $27.00
Upside: -18.52%
Feb 6, 2026
Reiterated: Hold
Price Target: ¥1,550
Current: ¥1,785
Upside: -13.14%
Feb 6, 2026
Reiterated: Buy
Price Target: ¥2,300 → ¥3,300
Current: ¥2,478
Upside: +33.20%
Jan 14, 2026
Reiterated: Buy
Price Target: ¥4,600
Current: ¥4,142
Upside: +11.06%
Dec 2, 2025
Reiterated: Buy
Price Target: ¥5,000
Current: ¥4,268
Upside: +17.15%
Aug 21, 2025
Upgraded: Buy
Price Target: ¥2,940 → ¥4,540
Current: ¥6,147
Upside: n/a
Aug 8, 2025
Reiterated: Buy
Price Target: n/a
Current: $705.00
Upside: n/a
Feb 3, 2025
Reiterated: Buy
Price Target: ¥25,000
Current: ¥22,395
Upside: n/a