David Dai CFA
Stock Analyst at Bernstein
(4.81)
# 472
Out of 4,574 analysts
204
Total ratings
68.6%
Success rate
30.9%
Average return
Main Sectors:
Stocks Rated by David Dai CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| TYO: 6146 Disco Corporation | Reiterated: Buy | ¥85,000 → ¥99,000 | ¥60,890 | +62.59% | 13 | Jul 24, 2026 | |
| ASML ASML Holding | Maintained: Buy | $2,623 → $2,859 | $1,757.09 | +62.71% | 7 | Jul 20, 2026 | |
| AMS: ASML ASML Holding N.V. | Maintained: Buy | €2,300 → €2,500 | €1,563 | +59.95% | 23 | Jul 16, 2026 | |
| AMAT Applied Materials | Maintained: Buy | $525 | $536.25 | -2.10% | 3 | Jul 13, 2026 | |
| KLAC KLA Corporation | Maintained: Buy | $198 | $210.52 | -6.18% | 3 | Jul 13, 2026 | |
| LRCX Lam Research | Maintained: Buy | $340 | $305.21 | +11.40% | 3 | Jul 13, 2026 | |
| AMS: BESI BE Semiconductor Industries N.V. | Maintained: Buy | €280.00 | €227.00 | +23.35% | 5 | Jul 13, 2026 | |
| TYO: 6857 Advantest Corporation | Maintained: Buy | ¥39,200 | ¥28,945 | +35.43% | 22 | Jul 12, 2026 | |
| TYO: 8035 Tokyo Electron Limited | Maintained: Buy | ¥59,200 | ¥62,660 | -5.52% | 31 | Jul 12, 2026 | |
| TSM Taiwan Semiconductor Manufacturing Company | Maintained: Buy | $430 | $403.41 | +6.59% | 1 | Jul 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥8,240 | ¥8,563 | -3.77% | 10 | Jul 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €102.00 | €64.41 | +58.36% | 16 | Jun 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $600 | $521.95 | +14.95% | 1 | Jun 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥8,200 → ¥11,200 | ¥5,500 | +103.64% | 2 | Jun 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $500 | $260.01 | +92.30% | 1 | Jun 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €72.00 | €70.40 | +2.27% | 1 | May 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | ¥10,800 → ¥21,600 | ¥15,850 | +36.28% | 15 | Apr 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $30 → $22 | $20.98 | +4.86% | 2 | Mar 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥2,300 → ¥3,300 | ¥3,928 | -15.99% | 10 | Feb 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | ¥1,550 | ¥3,623 | -57.22% | 9 | Feb 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥4,600 | ¥3,409 | +34.94% | 1 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | ¥5,000 | ¥5,096 | -1.88% | 3 | Dec 2, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | ¥10,900 | ¥43,170 | -74.75% | 11 | Sep 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | ¥2,940 → ¥4,540 | ¥17,370 | -73.86% | 7 | Aug 21, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $787.00 | - | 1 | Aug 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | ¥25,000 | ¥24,560 | n/a | 3 | Feb 3, 2025 |
Disco Corporation
Jul 24, 2026
Reiterated: Buy
Price Target: ¥85,000 → ¥99,000
Current: ¥60,890
Upside: +62.59%
ASML Holding
Jul 20, 2026
Maintained: Buy
Price Target: $2,623 → $2,859
Current: $1,757.09
Upside: +62.71%
ASML Holding N.V.
Jul 16, 2026
Maintained: Buy
Price Target: €2,300 → €2,500
Current: €1,563
Upside: +59.95%
Applied Materials
Jul 13, 2026
Maintained: Buy
Price Target: $525
Current: $536.25
Upside: -2.10%
KLA Corporation
Jul 13, 2026
Maintained: Buy
Price Target: $198
Current: $210.52
Upside: -6.18%
Lam Research
Jul 13, 2026
Maintained: Buy
Price Target: $340
Current: $305.21
Upside: +11.40%
BE Semiconductor Industries N.V.
Jul 13, 2026
Maintained: Buy
Price Target: €280.00
Current: €227.00
Upside: +23.35%
Advantest Corporation
Jul 12, 2026
Maintained: Buy
Price Target: ¥39,200
Current: ¥28,945
Upside: +35.43%
Tokyo Electron Limited
Jul 12, 2026
Maintained: Buy
Price Target: ¥59,200
Current: ¥62,660
Upside: -5.52%
Taiwan Semiconductor Manufacturing Company
Jul 6, 2026
Maintained: Buy
Price Target: $430
Current: $403.41
Upside: +6.59%
Jul 1, 2026
Maintained: Buy
Price Target: ¥8,240
Current: ¥8,563
Upside: -3.77%
Jun 29, 2026
Maintained: Buy
Price Target: €102.00
Current: €64.41
Upside: +58.36%
Jun 17, 2026
Maintained: Buy
Price Target: $600
Current: $521.95
Upside: +14.95%
Jun 17, 2026
Maintained: Buy
Price Target: ¥8,200 → ¥11,200
Current: ¥5,500
Upside: +103.64%
Jun 17, 2026
Maintained: Buy
Price Target: $500
Current: $260.01
Upside: +92.30%
May 28, 2026
Maintained: Buy
Price Target: €72.00
Current: €70.40
Upside: +2.27%
Apr 6, 2026
Maintained: Hold
Price Target: ¥10,800 → ¥21,600
Current: ¥15,850
Upside: +36.28%
Mar 17, 2026
Downgraded: Hold
Price Target: $30 → $22
Current: $20.98
Upside: +4.86%
Feb 6, 2026
Maintained: Buy
Price Target: ¥2,300 → ¥3,300
Current: ¥3,928
Upside: -15.99%
Feb 6, 2026
Maintained: Hold
Price Target: ¥1,550
Current: ¥3,623
Upside: -57.22%
Jan 14, 2026
Maintained: Buy
Price Target: ¥4,600
Current: ¥3,409
Upside: +34.94%
Dec 2, 2025
Maintained: Buy
Price Target: ¥5,000
Current: ¥5,096
Upside: -1.88%
Sep 30, 2025
Maintained: Sell
Price Target: ¥10,900
Current: ¥43,170
Upside: -74.75%
Aug 21, 2025
Upgraded: Buy
Price Target: ¥2,940 → ¥4,540
Current: ¥17,370
Upside: -73.86%
Aug 8, 2025
Maintained: Buy
Price Target: n/a
Current: $787.00
Upside: -
Feb 3, 2025
Reiterated: Buy
Price Target: ¥25,000
Current: ¥24,560
Upside: n/a