Sundeep Bajikar is a global technology investor, author, and technologist. He currently serves as Head of Corporate Strategy and Market Intelligence at Applied Materials, where he is responsible for shaping the company’s strategy related to A.I. and the future of computing, in addition to tracking and measuring core business performance. Previously, Sundeep was Senior Vice President and Senior Analyst covering global technology stocks at Jefferies LLC, and became the first analyst to cover both Apple and Samsung Electronics concurrently. His coverage ranged from Semiconductors and SemiCap Equipment to IT Hardware, with total company market capitalization of nearly a trillion dollars. Prior to Jefferies, Sundeep was a Senior Analyst at Morgan Stanley for 5 years, covering Semiconductors. Combined, Sundeep has more than 9 years of experience in equity research, and has published hundreds of research reports as a sellside analyst. Sundeep has also consulted for Vine Street Capital Management LLC, an independent investment management firm based in the San Francisco Bay Area.
Prior to becoming an equity research analyst Sundeep spent 9 years of his career at Intel Corporation in various engineering and strategic planning roles. He holds 13 U.S. and international patents pertaining primarily to mobile device location and security technologies, with more than 20 additional patents pending.
During his career as a Wall Street analyst covering Global Technology Stocks, Sundeep was frequently quoted in the Wall Street Journal, Barron's, MarketWatch, The New York Times, CNN, CNBC, Bloomberg, and other media, particularly for his out-of-consensus coverage of Apple, Samsung Electronics, and Micron. He was voted Rising Star in Semiconductor Equity Research, in the Institutional Investor 2014 survey, and received Honorary Mention in the 2013 survey.
Sundeep holds an MBA in Finance from The Wharton School in addition to M.S. degrees in Electrical Engineering and Mechanical Engineering from University of Minnesota, and additional graduate engineering NDO coursework at Stanford University. Sundeep earned his B.S. in Mechanical Engineering from College of Engineering, Pune.
Select Media Mentions
WSJ: Softbank Shares Tumble as Investors Question ARM Deal
WSJ: Samsung's World of Possibilities
WSJ: The Loser of the Apple-Samsung Patent Fight? Apple and Samsung
Barron's: Samsung: Ready to Rebound
Barron's: Samsung Will Beat Back Xiaomi in 2015
Barron's: Apple: Jefferies Sees China iPhone 6 Strength, Warns of Cloud Challenges
CNN: What the Apple Car will mean for Apple's bottom line
CNBC: Are Markets Pricing in Hard Landing for Smartphones?
New York Times: Chip Profits Help Soften Other Losses at Samsung
Intelligent Transportation Systems: Evaluation of In-Vehicle GPS-Based Lane Position Sensing for Preventing Road Departure
MnDOT Research: Magnetic Lateral Indication System Evaluation
MnDOT Research: Evaluation of RADAR for Snowplows
Institute of Navigation: Time-Based GPS Trajectory Guidance
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