Analyst
Profile
Kevin Cassidy
Senior Research Analyst
Sector Coverage:
Semiconductors
Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group. Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.
Companies Covered:
ADEA
Adeia
AMBA
Ambarella, Inc.
AMD
Advanced Micro Devices, Inc.
ARM
ARM Holdings PLC ADR
AVGO
Broadcom Inc.
BTDR
Bitdeer Technologies Group Class A
BZAI
Blaize Holdings, Inc.
CAN
Canaan Inc.
CEVA
CEVA, Inc.
INTC
Intel Corporation
MRVL
Marvell Technology Group Ltd.
MU
Micron Technology, Inc.
NVDA
NVIDIA Corporation
PENG
Penguin Solutions, Inc.
QCOM
QUALCOMM Incorporated
RMBS
Rambus Inc.
SMCI
Super Micro Computer, Inc.
STX
Seagate Technology PLC
SYNA
Synaptics Incorporated
WDC
Western Digital Corporation
In the Press
TipRanks
|
May 12, 2025
Bitdeer price target raised to $15 from $12 at Rosenblatt
The Globe and Mail
|
May 9, 2025
ARM Holdings PLC ADR (ARM) Receives a Buy from Rosenblatt Securities
Buisness Insider
|
Apr 8, 2025
Marvell sale of auto ethernet business makes ‘good sense,’ says Rosenblatt
all articles by
Kevin Cassidy