Matthew Ramsay
Stock Analyst at TD Cowen
(4.63)
# 186
Out of 4,496 analysts
82
Total ratings
57.35%
Success rate
29.37%
Average return
Main Sectors:
Top Industries:
22 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AVGO Broadcom | Maintains: Buy | $175 → $210 | $157.35 | +33.46% | 8 | Jul 16, 2024 | |
| AMD Advanced Micro Devices | Maintains: Buy | $200 → $210 | $151.58 | +38.54% | 9 | Jul 15, 2024 | |
| NVDA NVIDIA | Maintains: Buy | $120 → $140 | $117.93 | +18.71% | 13 | Jun 10, 2024 | |
| CRUS Cirrus Logic | Maintains: Buy | $100 → $115 | $134.87 | -14.73% | 4 | May 8, 2024 | |
| WOLF Wolfspeed | Downgrades: Hold | $25 | $20.97 | +19.22% | 5 | May 2, 2024 | |
| SWKS Skyworks Solutions | Downgrades: Hold | $125 → $90 | $114.26 | -21.23% | 4 | May 1, 2024 | |
| INTC Intel | Maintains: Hold | $42 → $35 | $32.98 | +6.12% | 7 | Apr 26, 2024 | |
| NXPI NXP Semiconductors | Maintains: Outperform | $270 → $300 | $269.29 | +11.40% | 4 | Mar 12, 2024 | |
| ARM Arm Holdings | Initiates: Outperform | $63 | $163.40 | -61.44% | 1 | Oct 9, 2023 | |
| AMBA Ambarella | Downgrades: Market Perform | $90 → $65 | $56.74 | +14.56% | 4 | Aug 30, 2023 | |
| STM ST Microelectronics | Maintains: Outperform | $56 → $65 | $39.93 | +62.78% | 2 | Jul 28, 2023 | |
| MRVL Marvell Technology | Maintains: Outperform | $50 → $65 | $66.51 | -2.27% | 1 | May 26, 2023 | |
| SLAB Silicon Laboratories | Maintains: Outperform | $200 → $180 | $110.33 | +63.15% | 3 | Apr 27, 2023 | |
| CEVA CEVA, Inc. | Maintains: Outperform | $30 → $40 | $19.78 | +102.22% | 2 | Feb 16, 2023 | |
| LSCC Lattice Semiconductor | Maintains: Outperform | $87 → $95 | $56.23 | +68.95% | 1 | Feb 14, 2023 | |
| MPWR Monolithic Power Systems | Maintains: Outperform | $490 → $550 | $808.83 | -32.00% | 3 | Feb 9, 2023 | |
| ON ON Semiconductor | Maintains: Outperform | $81 → $95 | $72.53 | +30.98% | 2 | Feb 7, 2023 | |
| POWI Power Integrations | Maintains: Market Perform | $65 → $85 | $71.86 | +18.29% | 1 | Feb 7, 2023 | |
| QCOM QUALCOMM | Maintains: Outperform | $165 → $155 | $186.21 | -16.76% | 4 | Feb 3, 2023 | |
| QRVO Qorvo | Maintains: Market Perform | $80 → $100 | $121.80 | -17.90% | 2 | Feb 2, 2023 | |
| SMTC Semtech | Downgrades: Market Perform | $65 → $43 | $31.66 | +35.82% | 1 | Sep 1, 2022 | |
| MCHP Microchip Technology | Maintains: Outperform | $60 → $72 | $88.77 | -18.89% | 1 | Aug 3, 2022 |
Broadcom
Jul 16, 2024
Maintains: Buy
Price Target: $175 → $210
Current: $157.35
Upside: +33.46%
Advanced Micro Devices
Jul 15, 2024
Maintains: Buy
Price Target: $200 → $210
Current: $151.58
Upside: +38.54%
NVIDIA
Jun 10, 2024
Maintains: Buy
Price Target: $120 → $140
Current: $117.93
Upside: +18.71%
Cirrus Logic
May 8, 2024
Maintains: Buy
Price Target: $100 → $115
Current: $134.87
Upside: -14.73%
Wolfspeed
May 2, 2024
Downgrades: Hold
Price Target: $25
Current: $20.97
Upside: +19.22%
Skyworks Solutions
May 1, 2024
Downgrades: Hold
Price Target: $125 → $90
Current: $114.26
Upside: -21.23%
Intel
Apr 26, 2024
Maintains: Hold
Price Target: $42 → $35
Current: $32.98
Upside: +6.12%
NXP Semiconductors
Mar 12, 2024
Maintains: Outperform
Price Target: $270 → $300
Current: $269.29
Upside: +11.40%
Arm Holdings
Oct 9, 2023
Initiates: Outperform
Price Target: $63
Current: $163.40
Upside: -61.44%
Ambarella
Aug 30, 2023
Downgrades: Market Perform
Price Target: $90 → $65
Current: $56.74
Upside: +14.56%
ST Microelectronics
Jul 28, 2023
Maintains: Outperform
Price Target: $56 → $65
Current: $39.93
Upside: +62.78%
Marvell Technology
May 26, 2023
Maintains: Outperform
Price Target: $50 → $65
Current: $66.51
Upside: -2.27%
Silicon Laboratories
Apr 27, 2023
Maintains: Outperform
Price Target: $200 → $180
Current: $110.33
Upside: +63.15%
CEVA, Inc.
Feb 16, 2023
Maintains: Outperform
Price Target: $30 → $40
Current: $19.78
Upside: +102.22%
Lattice Semiconductor
Feb 14, 2023
Maintains: Outperform
Price Target: $87 → $95
Current: $56.23
Upside: +68.95%
Monolithic Power Systems
Feb 9, 2023
Maintains: Outperform
Price Target: $490 → $550
Current: $808.83
Upside: -32.00%
ON Semiconductor
Feb 7, 2023
Maintains: Outperform
Price Target: $81 → $95
Current: $72.53
Upside: +30.98%
Power Integrations
Feb 7, 2023
Maintains: Market Perform
Price Target: $65 → $85
Current: $71.86
Upside: +18.29%
QUALCOMM
Feb 3, 2023
Maintains: Outperform
Price Target: $165 → $155
Current: $186.21
Upside: -16.76%
Qorvo
Feb 2, 2023
Maintains: Market Perform
Price Target: $80 → $100
Current: $121.80
Upside: -17.90%
Semtech
Sep 1, 2022
Downgrades: Market Perform
Price Target: $65 → $43
Current: $31.66
Upside: +35.82%
Microchip Technology
Aug 3, 2022
Maintains: Outperform
Price Target: $60 → $72
Current: $88.77
Upside: -18.89%