Lynx Global
Lynx Equity Strategies, listed by some ratings aggregators as Lynx Global, is a New York-based independent equity research provider for technology-focused institutional funds. It is known for supply-chain-driven calls on AI semiconductor and memory stocks.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 112M
- Actions
- 112M
- Ratings / Price targets
- 1 / 0
- Buy-rated
- 100%of 1 rated
- On record
- Jan 2026 – Jan 2026
Overview
Lynx Equity Strategies covers semiconductors, hardware, software, cloud service providers and major internet platforms for active managers of technology-focused funds. Its research looks for themes across sectors and combines supply-chain checks with analysis of market events and longer-term trends. Institutional clients can also consult directly with its analysts.
KC Rajkumar founded Lynx Equity Strategies in 2017 after working as a semiconductor technologist (1996-2007), an RBC Capital Markets research analyst (2007-2011), a boutique hedge fund analyst (2011-2013) and an adviser to start-ups (2013-2017). The firm is neither a registered broker-dealer nor an investment adviser, and it supplements its published research with analyst consultations for institutional clients.
Milestones
- 2017
Founded by KC Rajkumar as independent research provider
Firm facts
- Legal name
- Lynx Equity Strategies, LLC
- Type
- Independent research
- Founded
- 2017
- Headquarters
- New York, United States
- Website
- lynxeq.com
Research philosophy
We look beyond traditional sector silos, and we identify commonalities across sectors.
Lynx combines information from multiple sources, including checks across the GPU, memory, foundry, chip-packaging and semiconductor-equipment supply chains, to build its investment views. It seeks connections across sectors and places market-moving events in the context of longer-term trends. The firm says its research supports active managers' daily decisions and that it revises its outlook as business fundamentals and industry cycles change. Its disclosures restrict employees, members of the firm and their immediate families from exercising investment discretion over a covered issuer's securities during the two days before and after a report.
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 Micron Technology, Inc.MU | Buy | — |
Recent actions
| Date | Stock | Rating action | Rating |
|---|---|---|---|
| Jan 12 | Micron Technology, Inc.MU | Reiterate | Buy |