Summit Insights Group
Summit Insights Group is an independent technology equity research boutique based in Summit, New Jersey, covering semiconductors, enterprise software and IT hardware. It has no investment banking business and draws on its analysts' industry and supply-chain experience.
Company history
Srini Nandury, formerly a senior analyst at Bank of America Merrill Lynch, Cross Research and Bear Stearns, founded the firm in 2012 as Summit Research Partners, based in Summit, New Jersey, with offices in New York City and Milpitas, California. In January 2015 it began an exclusive research alliance with WR Hambrecht + Co. It has operated as Summit Insights Group LLC since 2018, with offices in the New York area and on the West Coast.
- 2012Founded as Summit Research Partners in Summit, New Jersey
- 2015Exclusive research alliance with WR Hambrecht + Co
- 2018Summit Insights Group LLC formed
Research
Summit Insights Group publishes fundamental research for institutional investors on semiconductors, semiconductor equipment, enterprise software and IT hardware, supported by proprietary channel checks and direct industry access. It has no investment banking or advisory relationships with the companies it covers, and employees may not trade securities in their coverage universe. Ratings are Buy, Hold and Sell, defined relative to the broader market over 12 months.
Coverage12M
- Stocks
- 1
- Ratings
- 2
- Price targets
- 0
- Upgrades
- 0
- Downgrades
- 2
- Initiations
- 0
- Reiterations
- 0
- Positive0%0
- Neutral100%1
- Negative0%0
Sectors
Ratings
Listing
Activity24M
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 WDCWestern Digital Corporation | Hold | — |
Recent actions
| Stock | Rating action | Rating | Date |
|---|---|---|---|
| Western Digital CorporationWDC | Downgrade | Positive →Hold | Aug 6 |
| Western Digital CorporationWDC | Downgrade | Buy →Positive | Aug 6 |
| Western Digital CorporationWDC | Downgrade | Buy →Hold | Aug 1, 2024 |
 Marvell Technology, Inc.MRVL | Upgrade | Hold →Buy | Mar 8, 2024 |
 Intel CorporationINTC | Downgrade | Buy →Hold | Jan 26, 2024 |
 Broadcom Inc.AVGO | Upgrade | Hold →Buy | Dec 8, 2023 |
| SWSkyworks Solutions, Inc.SWKS | Downgrade | Buy →Hold | Nov 3, 2023 |
| QRQorvo, Inc.QRVO | Downgrade | Buy →Hold | Nov 2, 2023 |
| Western Digital CorporationWDC | Upgrade | Hold →Buy | Oct 30, 2023 |
| ONON Semiconductor CorporationON | Downgrade | Buy →Hold | Oct 30, 2023 |
| SMSemtech CorporationSMTC | Upgrade | Hold →Buy | Sep 14, 2023 |
 Seagate Technology Holdings plcSTX | Downgrade | Buy →Sell | Jul 27, 2023 |
References
- Summit Insights Group: Semiconductor & Software Equity Researchsummitinsightsgroup.com
- Legal and Required Disclosures - Summit Insights Groupsummitinsightsgroup.com
- Semiconductor Equity Research Analysts - Summit Insights Groupsummitinsightsgroup.com
- WR Hambrecht + Co and Summit Research Partners Announce Allianceprweb.com
- Summit Insights Group | LinkedInlinkedin.com