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Weston Twigg is an analyst at Keybanc. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 03/28/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11/06/2024 | MCHP | Buy Now | Microchip Technology | $48.57 | 95.59% | Weston Twigg80% | $100 → $95 | Maintains | Overweight | Get Alert |
| 05/07/2024 | MCHP | Buy Now | Microchip Technology | $48.57 | 126.48% | Weston Twigg80% | $90 → $110 | Maintains | Overweight | Get Alert |
| 11/03/2023 | MCHP | Buy Now | Microchip Technology | $48.57 | 85.3% | Weston Twigg80% | $95 → $90 | Maintains | Overweight | Get Alert |
| 05/05/2023 | MCHP | Buy Now | Microchip Technology | $48.57 | 95.59% | Weston Twigg80% | $100 → $95 | Maintains | Overweight | Get Alert |
| 04/11/2023 | TER | Buy Now | Teradyne | $82.76 | 45% | Weston Twigg80% | $110 → $120 | Maintains | Neutral | Get Alert |
| 06/28/2022 | AZPN | Buy Now | Aspen Technology | — | — | Weston Twigg80% | $159 → $189 | Maintains | Neutral | Get Alert |
| 05/27/2022 | ADSK | Buy Now | Autodesk | $269.81 | -10.31% | Weston Twigg80% | $298 → $242 | Maintains | Overweight | Get Alert |
| 05/26/2022 | TER | Buy Now | Teradyne | $82.76 | 53.46% | Weston Twigg80% | $163 → $127 | Maintains | Overweight | Get Alert |
| 05/26/2022 | LRCX | Buy Now | Lam Research | $72.25 | 684.78% | Weston Twigg80% | $59.6 → $56.7 | Maintains | Neutral | Get Alert |
| 05/26/2022 | KLAC | Buy Now | KLA | $700.00 | -49.71% | Weston Twigg80% | $385 → $352 | Maintains | Neutral | Get Alert |
| 05/20/2022 | AMAT | Buy Now | Applied Mat | $144.70 | -8.78% | Weston Twigg80% | $153 → $132 | Maintains | Neutral | Get Alert |
| 05/17/2022 | AZPN | Buy Now | Aspen Technology | — | — | Weston Twigg80% | $170 → $159 | Maintains | Neutral | Get Alert |
| 05/12/2022 | SPIR | Buy Now | Spire Global | $8.35 | -76.05% | Weston Twigg80% | $34.4 → $16 | Maintains | Neutral | Get Alert |
| 05/10/2022 | SATL | Buy Now | Satellogic | $3.72 | 34.41% | Weston Twigg80% | → $5 | Initiates | → Underweight | Get Alert |
| 05/09/2022 | PLTR | Buy Now | Palantir Technologies | $84.67 | -83.47% | Weston Twigg80% | $16 → $14 | Maintains | Overweight | Get Alert |
| 05/05/2022 | TRMB | Buy Now | Trimble | $65.71 | 52.18% | Weston Twigg80% | $102 → $100 | Maintains | Overweight | Get Alert |
| 04/29/2022 | KLAC | Buy Now | KLA | $700.00 | -45% | Weston Twigg80% | $402 → $385 | Maintains | Neutral | Get Alert |
| 04/22/2022 | PLTR | Buy Now | Palantir Technologies | $84.67 | -81.1% | Weston Twigg80% | $15 → $16 | Maintains | Overweight | Get Alert |
| 04/21/2022 | LRCX | Buy Now | Lam Research | $72.25 | 724.91% | Weston Twigg80% | $62.7 → $59.6 | Maintains | Neutral | Get Alert |
| 03/09/2022 | PLTR | Buy Now | Palantir Technologies | $84.67 | -82.28% | Weston Twigg80% | → $15 | Initiates | → Overweight | Get Alert |
| 02/25/2022 | ADSK | Buy Now | Autodesk | $269.81 | 10.45% | Weston Twigg80% | $340 → $298 | Maintains | Overweight | Get Alert |
| 02/17/2022 | AMAT | Buy Now | Applied Mat | $144.70 | 5.74% | Weston Twigg80% | $158 → $153 | Maintains | Neutral | Get Alert |
| 02/10/2022 | TRMB | Buy Now | Trimble | $65.71 | 55.23% | Weston Twigg80% | $101 → $102 | Maintains | Overweight | Get Alert |
| 02/01/2022 | SPIR | Buy Now | Spire Global | $8.35 | -48.5% | Weston Twigg80% | $52 → $34.4 | Maintains | Neutral | Get Alert |
| 01/28/2022 | TER | Buy Now | Teradyne | $82.76 | 96.96% | Weston Twigg80% | $173 → $163 | Maintains | Overweight | Get Alert |
| 01/28/2022 | KLAC | Buy Now | KLA | $700.00 | -42.57% | Weston Twigg80% | $361 → $402 | Maintains | Neutral | Get Alert |
| 01/27/2022 | LRCX | Buy Now | Lam Research | $72.25 | 767.82% | Weston Twigg80% | $59.7 → $62.7 | Maintains | Neutral | Get Alert |
| 01/07/2022 | PL | Buy Now | Planet Labs | $3.43 | 191.55% | Weston Twigg80% | → $10 | Initiates | → Overweight | Get Alert |
| 12/15/2021 | TER | Buy Now | Teradyne | $82.76 | 109.04% | Weston Twigg80% | $172 → $173 | Maintains | Overweight | Get Alert |
| 11/24/2021 | ADSK | Buy Now | Autodesk | $269.81 | 26.01% | Weston Twigg80% | $338 → $340 | Maintains | Overweight | Get Alert |
| 11/15/2021 | TER | Buy Now | Teradyne | $82.76 | 107.83% | Weston Twigg80% | $141 → $172 | Maintains | Overweight | Get Alert |
| 10/28/2021 | KLAC | Buy Now | KLA | $700.00 | -48.43% | Weston Twigg80% | $338 → $361 | Maintains | Neutral | Get Alert |
| 10/21/2021 | LRCX | Buy Now | Lam Research | $72.25 | 726.3% | Weston Twigg80% | $60 → $59.7 | Maintains | Neutral | Get Alert |
| 10/15/2021 | ASML | Buy Now | ASML Holding | $672.60 | — | Weston Twigg80% | — | Initiates | → Overweight | Get Alert |
| 10/15/2021 | SPIR | Buy Now | Spire Global | $8.35 | -22.16% | Weston Twigg80% | → $52 | Initiates | → Neutral | Get Alert |
| 10/15/2021 | AMAT | Buy Now | Applied Mat | $144.70 | -10.16% | Weston Twigg80% | → $130 | Initiates | → Neutral | Get Alert |
| 10/15/2021 | LRCX | Buy Now | Lam Research | $72.25 | 730.45% | Weston Twigg80% | → $60 | Initiates | → Neutral | Get Alert |
| 10/15/2021 | ADSK | Buy Now | Autodesk | $269.81 | 25.27% | Weston Twigg80% | → $338 | Initiates | → Overweight | Get Alert |
| 10/15/2021 | AZPN | Buy Now | Aspen Technology | — | — | Weston Twigg80% | → $170 | Initiates | → Neutral | Get Alert |
| 10/15/2021 | TER | Buy Now | Teradyne | $82.76 | 65.54% | Weston Twigg80% | → $137 | Initiates | → Overweight | Get Alert |
| 10/15/2021 | KLAC | Buy Now | KLA | $700.00 | -51.71% | Weston Twigg80% | → $338 | Initiates | → Neutral | Get Alert |
| 10/15/2021 | TRMB | Buy Now | Trimble | $65.71 | 53.71% | Weston Twigg80% | → $101 | Initiates | → Overweight | Get Alert |
| 06/04/2021 | AVGO | Buy Now | Broadcom | $168.10 | 236.11% | Weston Twigg80% | $54 → $56.5 | Maintains | Overweight | Get Alert |
| 05/20/2021 | MU | Buy Now | Micron Technology | $88.02 | 30.65% | Weston Twigg80% | $137 → $115 | Maintains | Overweight | Get Alert |
| 05/20/2021 | INTC | Buy Now | Intel | $22.61 | 209.6% | Weston Twigg80% | $86 → $70 | Maintains | Overweight | Get Alert |
| 04/30/2021 | KLAC | Buy Now | KLA | $700.00 | -47.29% | Weston Twigg80% | $339 → $369 | Maintains | Overweight | Get Alert |
| 04/22/2021 | LRCX | Buy Now | Lam Research | $72.25 | 944.98% | Weston Twigg80% | $58.3 → $75.5 | Maintains | Overweight | Get Alert |
| 04/07/2021 | AMAT | Buy Now | Applied Mat | $144.70 | 4.35% | Weston Twigg80% | $144 → $151 | Maintains | Overweight | Get Alert |
| 03/04/2021 | MU | Buy Now | Micron Technology | $88.02 | 47.69% | Weston Twigg80% | $121 → $130 | Maintains | Overweight | Get Alert |
| 02/19/2021 | AMAT | Buy Now | Applied Mat | $144.70 | -0.48% | Weston Twigg80% | $104 → $144 | Maintains | Overweight | Get Alert |
| 02/04/2021 | KLAC | Buy Now | KLA | $700.00 | -51.57% | Weston Twigg80% | $293 → $339 | Maintains | Overweight | Get Alert |
| 01/29/2021 | MKSI | Buy Now | MKS Instruments | $81.59 | 153.71% | Weston Twigg80% | $175 → $207 | Maintains | Overweight | Get Alert |
| 01/28/2021 | LRCX | Buy Now | Lam Research | $72.25 | 706.92% | Weston Twigg80% | $51.9 → $58.3 | Maintains | Overweight | Get Alert |
| 01/22/2021 | INTC | Buy Now | Intel | $22.61 | 280.36% | Weston Twigg80% | $82 → $86 | Maintains | Overweight | Get Alert |
| 01/08/2021 | MU | Buy Now | Micron Technology | $88.02 | 37.47% | Weston Twigg80% | $82 → $121 | Maintains | Overweight | Get Alert |
| 01/06/2021 | TER | Buy Now | Teradyne | $82.76 | 66.75% | Weston Twigg80% | $115 → $138 | Maintains | Overweight | Get Alert |
| 01/06/2021 | MCHP | Buy Now | Microchip Technology | $48.57 | 250.01% | Weston Twigg80% | $82.5 → $85 | Maintains | Overweight | Get Alert |
| 01/06/2021 | LRCX | Buy Now | Lam Research | $72.25 | 618.34% | Weston Twigg80% | $47.2 → $51.9 | Maintains | Overweight | Get Alert |
| 01/06/2021 | KLAC | Buy Now | KLA | $700.00 | -58.14% | Weston Twigg80% | $266 → $293 | Maintains | Overweight | Get Alert |
| 01/06/2021 | AMAT | Buy Now | Applied Mat | $144.70 | -28.13% | Weston Twigg80% | $89 → $104 | Maintains | Overweight | Get Alert |
| 01/06/2021 | ADI | Buy Now | Analog Devices | $208.94 | -16.24% | Weston Twigg80% | $160 → $175 | Maintains | Overweight | Get Alert |
| 12/11/2020 | MKSI | Buy Now | MKS Instruments | $81.59 | 114.49% | Weston Twigg80% | $155 → $175 | Maintains | Overweight | Get Alert |
| 12/01/2020 | MU | Buy Now | Micron Technology | $88.02 | -15.93% | Weston Twigg80% | $70 → $74 | Maintains | Overweight | Get Alert |
| 11/25/2020 | ADI | Buy Now | Analog Devices | $208.94 | -23.42% | Weston Twigg80% | $150 → $160 | Maintains | Overweight | Get Alert |
| 11/23/2020 | LRCX | Buy Now | Lam Research | $72.25 | 553.29% | Weston Twigg80% | $42.4 → $47.2 | Maintains | Overweight | Get Alert |
| 11/23/2020 | KLAC | Buy Now | KLA | $700.00 | -62% | Weston Twigg80% | $246 → $266 | Maintains | Overweight | Get Alert |
| 11/13/2020 | AMAT | Buy Now | Applied Mat | $144.70 | -38.49% | Weston Twigg80% | $81 → $89 | Maintains | Overweight | Get Alert |
| 11/06/2020 | MCHP | Buy Now | Microchip Technology | $48.57 | 188.24% | Weston Twigg80% | $57.5 → $70 | Maintains | Overweight | Get Alert |
| 10/29/2020 | KLAC | Buy Now | KLA | $700.00 | -64.86% | Weston Twigg80% | $235 → $246 | Maintains | Overweight | Get Alert |
| 10/22/2020 | LRCX | Buy Now | Lam Research | $72.25 | 486.85% | Weston Twigg80% | $42.1 → $42.4 | Maintains | Overweight | Get Alert |
| 09/29/2020 | NXPI | Buy Now | NXP Semiconductors | $189.56 | -26.14% | Weston Twigg80% | $130 → $140 | Maintains | Overweight | Get Alert |
| 09/29/2020 | ADI | Buy Now | Analog Devices | $208.94 | -28.21% | Weston Twigg80% | $155 → $150 | Maintains | Overweight | Get Alert |
| 08/14/2020 | AMAT | Buy Now | Applied Mat | $144.70 | -44.02% | Weston Twigg80% | $76 → $81 | Maintains | Overweight | Get Alert |
| 08/04/2020 | KLAC | Buy Now | KLA | $700.00 | -66.43% | Weston Twigg80% | $182 → $235 | Maintains | Overweight | Get Alert |
| 07/31/2020 | MKSI | Buy Now | MKS Instruments | $81.59 | 86.3% | Weston Twigg80% | $122 → $152 | Maintains | Overweight | Get Alert |
| 07/30/2020 | LRCX | Buy Now | Lam Research | $72.25 | 482.7% | Weston Twigg80% | $34.8 → $42.1 | Maintains | Overweight | Get Alert |
| 07/07/2020 | QCOM | Buy Now | Qualcomm | $152.40 | -27.82% | Weston Twigg80% | $105 → $110 | Maintains | Overweight | Get Alert |
| 07/07/2020 | NXPI | Buy Now | NXP Semiconductors | $189.56 | -31.42% | Weston Twigg80% | $120 → $130 | Maintains | Overweight | Get Alert |
| 07/07/2020 | MCHP | Buy Now | Microchip Technology | $48.57 | 136.77% | Weston Twigg80% | $52.5 → $57.5 | Maintains | Overweight | Get Alert |
| 07/07/2020 | ADI | Buy Now | Analog Devices | $208.94 | -30.6% | Weston Twigg80% | $135 → $145 | Maintains | Overweight | Get Alert |
| 07/07/2020 | SWKS | Buy Now | Skyworks Solutions | $64.14 | 133.86% | Weston Twigg80% | → $150 | Upgrade | Sector Weight → Overweight | Get Alert |
| 06/30/2020 | MU | Buy Now | Micron Technology | $88.02 | -20.47% | Weston Twigg80% | $59 → $70 | Maintains | Overweight | Get Alert |
| 06/15/2020 | INTC | Buy Now | Intel | $22.61 | 262.67% | Weston Twigg80% | → $82 | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/28/2020 | QCOM | Buy Now | Qualcomm | $152.40 | -31.1% | Weston Twigg80% | → $105 | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/21/2020 | ADI | Buy Now | Analog Devices | $208.94 | -35.39% | Weston Twigg80% | $120 → $135 | Maintains | Overweight | Get Alert |
| 05/15/2020 | AMAT | Buy Now | Applied Mat | $144.70 | -47.48% | Weston Twigg80% | $86 → $76 | Maintains | Overweight | Get Alert |
| 05/06/2020 | KLAC | Buy Now | KLA | $700.00 | -74% | Weston Twigg80% | $204 → $182 | Maintains | Overweight | Get Alert |
| 04/23/2020 | LRCX | Buy Now | Lam Research | $72.25 | 381.66% | Weston Twigg80% | $38.5 → $34.8 | Maintains | Overweight | Get Alert |
| 03/31/2020 | SYNA | Buy Now | Synaptics | $63.06 | 50.65% | Weston Twigg80% | → $95 | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/31/2020 | NXPI | Buy Now | NXP Semiconductors | $189.56 | -39.33% | Weston Twigg80% | $155 → $115 | Maintains | Overweight | Get Alert |
| 03/31/2020 | MCHP | Buy Now | Microchip Technology | $48.57 | 75.01% | Weston Twigg80% | $60 → $42.5 | Maintains | Overweight | Get Alert |
| 03/31/2020 | AVGO | Buy Now | Broadcom | $168.10 | 72.52% | Weston Twigg80% | $24 → $29 | Maintains | Overweight | Get Alert |
| 03/31/2020 | ADI | Buy Now | Analog Devices | $208.94 | -42.57% | Weston Twigg80% | $145 → $120 | Maintains | Overweight | Get Alert |
| 03/24/2020 | MU | Buy Now | Micron Technology | $88.02 | -45.47% | Weston Twigg80% | $63 → $48 | Maintains | Overweight | Get Alert |
| 02/20/2020 | ADI | Buy Now | Analog Devices | $208.94 | -30.6% | Weston Twigg80% | $130 → $145 | Maintains | Overweight | Get Alert |
| 02/13/2020 | AMAT | Buy Now | Applied Mat | $144.70 | -40.57% | Weston Twigg80% | $70 → $86 | Maintains | Overweight | Get Alert |
| 01/30/2020 | LRCX | Buy Now | Lam Research | $72.25 | 432.87% | Weston Twigg80% | $31.3 → $38.5 | Maintains | Overweight | Get Alert |
| 01/29/2020 | MKSI | Buy Now | MKS Instruments | $81.59 | 59.33% | Weston Twigg80% | $117 → $130 | Maintains | Overweight | Get Alert |
| 01/24/2020 | TER | Buy Now | Teradyne | $82.76 | 12.37% | Weston Twigg80% | $68 → $93 | Maintains | Overweight | Get Alert |
| 01/07/2020 | MCHP | Buy Now | Microchip Technology | $48.57 | 147.07% | Weston Twigg80% | $55 → $60 | Maintains | Overweight | Get Alert |
| 12/19/2019 | MU | Buy Now | Micron Technology | $88.02 | -28.43% | Weston Twigg80% | $59 → $63 | Maintains | Overweight | Get Alert |
| 11/25/2019 | LRCX | Buy Now | Lam Research | $72.25 | 333.22% | Weston Twigg80% | $26.1 → $31.3 | Maintains | Overweight | Get Alert |
| 11/15/2019 | AMAT | Buy Now | Applied Mat | $144.70 | -51.62% | Weston Twigg80% | $54 → $70 | Maintains | Overweight | Get Alert |
| 10/31/2019 | KLAC | Buy Now | KLA | $700.00 | -70.86% | Weston Twigg80% | $162 → $204 | Maintains | Overweight | Get Alert |
| 10/24/2019 | LRCX | Buy Now | Lam Research | $72.25 | 261.25% | Weston Twigg80% | $25.2 → $26.1 | Maintains | Overweight | Get Alert |
| 10/01/2019 | NXPI | Buy Now | NXP Semiconductors | $189.56 | -31.42% | Weston Twigg80% | → $130 | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/01/2019 | MCHP | Buy Now | Microchip Technology | $48.57 | 126.48% | Weston Twigg80% | → $55 | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/01/2019 | ADI | Buy Now | Analog Devices | $208.94 | -37.78% | Weston Twigg80% | → $130 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/27/2019 | MU | Buy Now | Micron Technology | $88.02 | -32.97% | Weston Twigg80% | $58 → $59 | Maintains | Overweight | Get Alert |
| 09/12/2019 | KLAC | Buy Now | KLA | $700.00 | -76.86% | Weston Twigg80% | $152 → $162 | Maintains | Overweight | Get Alert |
| 09/10/2019 | MU | Buy Now | Micron Technology | $88.02 | -34.11% | Weston Twigg80% | $45 → $58 | Maintains | Overweight | Get Alert |
| 08/16/2019 | AMAT | Buy Now | Applied Mat | $144.70 | -62.68% | Weston Twigg80% | $56 → $54 | Maintains | Overweight | Get Alert |
| 08/06/2019 | KLAC | Buy Now | KLA | $700.00 | -78.29% | Weston Twigg80% | $149 → $152 | Maintains | Overweight | Get Alert |
| 08/01/2019 | LRCX | Buy Now | Lam Research | $72.25 | 248.79% | Weston Twigg80% | $23.6 → $25.2 | Maintains | Overweight | Get Alert |
| 06/26/2019 | MU | Buy Now | Micron Technology | $88.02 | -48.88% | Weston Twigg80% | $48 → $45 | Maintains | Overweight | Get Alert |
| 06/03/2019 | MU | Buy Now | Micron Technology | $88.02 | -45.47% | Weston Twigg80% | $49 → $48 | Maintains | Overweight | Get Alert |
| 05/07/2019 | KLAC | Buy Now | KLA | $700.00 | -78.71% | Weston Twigg80% | $143 → $149 | Maintains | Overweight | Get Alert |
| 04/26/2019 | QRVO | Buy Now | Qorvo | $71.50 | — | Weston Twigg80% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/25/2019 | LRCX | Buy Now | Lam Research | $72.25 | 226.64% | Weston Twigg80% | $22.3 → $23.6 | Maintains | Overweight | Get Alert |
| 04/02/2019 | QRVO | Buy Now | Qorvo | $71.50 | 18.88% | Weston Twigg80% | → $85 | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/21/2019 | MU | Buy Now | Micron Technology | $88.02 | -44.33% | Weston Twigg80% | $45 → $49 | Maintains | Overweight | Get Alert |
| 12/19/2018 | MU | Buy Now | Micron Technology | $88.02 | -48.88% | Weston Twigg80% | $61 → $45 | Maintains | Overweight | Get Alert |
| 12/10/2018 | MU | Buy Now | Micron Technology | $88.02 | -30.7% | Weston Twigg80% | $73 → $61 | Maintains | Overweight | Get Alert |
| 12/10/2018 | QRVO | Buy Now | Qorvo | $71.50 | — | Weston Twigg80% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 11/16/2018 | AMAT | Buy Now | Applied Mat | $144.70 | -61.3% | Weston Twigg80% | $71 → $56 | Maintains | Overweight | Get Alert |
| 10/30/2018 | KLAC | Buy Now | KLA | $700.00 | -81% | Weston Twigg80% | $152 → $133 | Maintains | Overweight | Get Alert |
| 10/17/2018 | LRCX | Buy Now | Lam Research | $72.25 | 219.72% | Weston Twigg80% | $26.1 → $23.1 | Maintains | Overweight | Get Alert |
| 09/25/2018 | TXN | Buy Now | Texas Instruments | $175.51 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | SIMO | Buy Now | Silicon Motion Technology | $50.73 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | QCOM | Buy Now | Qualcomm | $152.40 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | ON | Buy Now | ON Semiconductor | $41.00 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | ADI | Buy Now | Analog Devices | $208.94 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | INTC | Buy Now | Intel | $22.61 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | MCHP | Buy Now | Microchip Technology | $48.57 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | NVDA | Buy Now | NVIDIA | $109.01 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | MXIM | Buy Now | Maxim Integrated Products | — | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 09/25/2018 | AMD | Buy Now | Advanced Micro Devices | $102.40 | — | Weston Twigg80% | — | Initiates | → Sector Weight | Get Alert |
| 08/17/2018 | AMAT | Buy Now | Applied Mat | $144.70 | -50.93% | Weston Twigg80% | $75 → $71 | Maintains | Overweight | Get Alert |
| 07/27/2018 | LRCX | Buy Now | Lam Research | $72.25 | 261.25% | Weston Twigg80% | $28.3 → $26.1 | Maintains | Overweight | Get Alert |
| 07/05/2018 | SIMO | Buy Now | Silicon Motion Technology | $50.73 | 18.27% | Weston Twigg80% | $54 → $60 | Maintains | Overweight | Get Alert |
| 07/05/2018 | QRVO | Buy Now | Qorvo | $71.50 | — | Weston Twigg80% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/22/2018 | MU | Buy Now | Micron Technology | $88.02 | -9.11% | Weston Twigg80% | $72 → $80 | Maintains | Overweight | Get Alert |
| 04/27/2018 | KLAC | Buy Now | KLA | $700.00 | -78.29% | Weston Twigg80% | $151 → $152 | Maintains | Overweight | Get Alert |
| 04/18/2018 | LRCX | Buy Now | Lam Research | $72.25 | 291.7% | Weston Twigg80% | $27.6 → $28.3 | Maintains | Overweight | Get Alert |
| 03/23/2018 | MU | Buy Now | Micron Technology | $88.02 | -18.2% | Weston Twigg80% | $65 → $72 | Maintains | Overweight | Get Alert |
| 03/21/2018 | ENTG | Buy Now | Entegris | $88.74 | -49.29% | Weston Twigg80% | $37 → $45 | Maintains | Overweight | Get Alert |
| 03/08/2018 | MU | Buy Now | Micron Technology | $88.02 | -26.15% | Weston Twigg80% | $53 → $65 | Maintains | Overweight | Get Alert |
| 03/07/2018 | LRCX | Buy Now | Lam Research | $72.25 | 282.01% | Weston Twigg80% | $26.1 → $27.6 | Maintains | Overweight | Get Alert |
| 02/15/2018 | AMAT | Buy Now | Applied Mat | $144.70 | -48.86% | Weston Twigg80% | $67 → $74 | Maintains | Overweight | Get Alert |
| 02/06/2018 | MU | Buy Now | Micron Technology | $88.02 | — | Weston Twigg80% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/26/2018 | KLAC | Buy Now | KLA | $700.00 | -78.43% | Weston Twigg80% | $134 → $151 | Maintains | Overweight | Get Alert |
| 01/26/2018 | INTC | Buy Now | Intel | $22.61 | 165.37% | Weston Twigg80% | $50 → $60 | Maintains | Overweight | Get Alert |
| 01/25/2018 | LRCX | Buy Now | Lam Research | $72.25 | 261.25% | Weston Twigg80% | $22.5 → $26.1 | Maintains | Overweight | Get Alert |
| 12/18/2017 | KLAC | Buy Now | KLA | $700.00 | — | Weston Twigg80% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 11/17/2017 | AMAT | Buy Now | Applied Mat | $144.70 | -53.7% | Weston Twigg80% | $59 → $67 | Maintains | Overweight | Get Alert |
| 10/24/2017 | VECO | Buy Now | Veeco Instruments | $20.38 | — | Weston Twigg80% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 08/18/2017 | VECO | Buy Now | Veeco Instruments | $20.38 | 52.11% | Weston Twigg80% | $34 → $31 | Maintains | Overweight | Get Alert |
| 08/18/2017 | AMAT | Buy Now | Applied Mat | $144.70 | -60.61% | Weston Twigg80% | $55 → $57 | Maintains | Overweight | Get Alert |
| 03/16/2017 | LRCX | Buy Now | Lam Research | $72.25 | 125.61% | Weston Twigg80% | → $16.3 | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/12/2016 | LRCX | Buy Now | Lam Research | $72.25 | — | Weston Twigg80% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/06/2016 | VECO | Buy Now | Veeco Instruments | $20.38 | 17.76% | Weston Twigg80% | $23 → $24 | Maintains | Overweight | Get Alert |
| 07/28/2016 | LRCX | Buy Now | Lam Research | $72.25 | 39.79% | Weston Twigg80% | $9.6 → $10.1 | Maintains | Overweight | Get Alert |
| 10/30/2015 | TRMB | Buy Now | Trimble | $65.71 | -66.52% | Weston Twigg80% | $23 → $22 | Maintains | Overweight | Get Alert |
| 10/22/2015 | KLAC | Buy Now | KLA | $700.00 | — | Weston Twigg80% | — | Downgrade | Overweight → Neutral | Get Alert |
| 09/17/2015 | LRCX | Buy Now | Lam Research | $72.25 | 35.64% | Weston Twigg80% | $10 → $9.8 | Maintains | Overweight | Get Alert |
| 07/30/2015 | QRVO | Buy Now | Qorvo | $71.50 | 11.89% | Weston Twigg80% | $85 → $80 | Maintains | Overweight | Get Alert |
| 06/12/2015 | TRMB | Buy Now | Trimble | $65.71 | -57.39% | Weston Twigg80% | $30 → $28 | Maintains | Overweight | Get Alert |
| 07/08/2014 | AMAT | Buy Now | Applied Mat | $144.70 | -81.34% | Weston Twigg80% | → $27 | Assumes | → Overweight | Get Alert |
| 04/24/2014 | LRCX | Buy Now | Lam Research | $72.25 | -10.03% | Weston Twigg80% | $6.2 → $6.5 | Maintains | Outperform | Get Alert |
| 07/12/2013 | TRMB | Buy Now | Trimble | $65.71 | -46.74% | Weston Twigg80% | $36 → $35 | Maintains | Overweight | Get Alert |
| 05/17/2013 | AMAT | Buy Now | Applied Mat | $144.70 | -86.18% | Weston Twigg80% | $16 → $20 | Maintains | Overweight | Get Alert |
| 01/24/2013 | LRCX | Buy Now | Lam Research | $72.25 | -39.1% | Weston Twigg80% | $4.1 → $4.4 | Maintains | Overweight | Get Alert |
| 11/14/2012 | AMAT | Buy Now | Applied Mat | $144.70 | -91.02% | Weston Twigg80% | $15 → $13 | Maintains | Overweight | Get Alert |
| 10/18/2012 | LRCX | Buy Now | Lam Research | $72.25 | -46.02% | Weston Twigg80% | $4.5 → $3.9 | Maintains | Overweight | Get Alert |
| 08/27/2012 | TRMB | Buy Now | Trimble | $65.71 | 0.44% | Weston Twigg80% | $34.5 → $33 | Maintains | Overweight | Get Alert |
| 07/27/2012 | KLAC | Buy Now | KLA | $700.00 | -91.71% | Weston Twigg80% | $62 → $58 | Maintains | Overweight | Get Alert |
| 07/11/2012 | AMAT | Buy Now | Applied Mat | $144.70 | -89.63% | Weston Twigg80% | $16 → $15 | Maintains | Overweight | Get Alert |
| 04/27/2012 | KLAC | Buy Now | Kla-Tencor | $700.00 | -91.14% | Weston Twigg80% | $59 → $62 | Maintains | Overweight | Get Alert |
| 04/16/2012 | TRMB | Buy Now | Trimble Navigation | $65.71 | -1.08% | Weston Twigg80% | $32 → $32.5 | Maintains | Overweight | Get Alert |
| 02/17/2012 | AMAT | Buy Now | Applied Materials | $144.70 | -88.25% | Weston Twigg80% | $15 → $17 | Maintains | Overweight | Get Alert |
