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Joshua Buchalter, CFA
Director - Senior Analyst, Semiconductors Equity Research at Cowen Inc.
Joshua Buchalter, CFA, is a Director of Equity Research specializing in the semiconductor and mobility technology sectors at Cowen Inc., where he has been part of the team since 2018. He focuses on providing insights and analysis within these sectors, leveraging his extensive background in equity research.
Education and Early Career
Buchalter holds a Bachelor of Science in Economics from Tufts University and an MBA in Finance and Accounting from Boston College. He is also a CFA charterholder, which signifies his expertise in investment analysis and portfolio management. Before joining Cowen, he worked as an equity research associate covering the semiconductor sector at both Oppenheimer & Co. and Needham & Co..12
Professional Role
In his current role at Cowen, Buchalter leads research efforts related to semiconductors, contributing to various reports and insights that analyze market trends, supply-demand dynamics, and investment opportunities within the semiconductor industry. His work is critical in guiding investment decisions for clients interested in this rapidly evolving sector.13
Performance Metrics
Buchalter's performance as an analyst is characterized by a 36% success rate on his stock recommendations, with an average return of approximately -11.10% per rating. His most notable recommendation was a buy rating on Mobileye Global, which yielded a return of +56.70%.2
Current Insights
Buchalter has been involved in discussions regarding the future of U.S. semiconductor manufacturing, particularly in light of recent investments and geopolitical factors affecting the industry. His insights suggest that while there are challenges ahead, such as higher operating costs and talent scarcity, there is potential for the U.S. to meet domestic demand for leading-edge chips by the end of the decade.34
Overall, Joshua Buchalter's expertise and analytical skills make him a significant figure in the semiconductor research landscape, providing valuable guidance to investors navigating this complex market.
