Ratings by Needham (Alex Henderson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/4/2026 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2026 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2026 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2025 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2025 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2025 | Extreme Networks | EXTR | Maintain | Buy (Buy) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2025 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2025 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2024 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2024 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | Silicom Ltd. | SILC | Downgrade | Hold (Buy) |
13.59 (19.04) |
40.1% | Details | |
| 6/3/2024 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2024 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2024 | HashiCorp Inc | HCP | Downgrade | Hold (Buy) |
31.41 (34.78) |
10.73% | Details | |
| 3/22/2024 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2024 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2024 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Radcom | RDCM | Upgrade | Buy (Hold) |
8.50 (11.20) |
31.76% | Details | |
| 1/10/2024 | Juniper Networks | JNPR | Downgrade | Hold (Buy) |
36.81 (39.95) |
8.53% | Details | |
| 12/6/2023 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/27/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2023 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2023 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2023 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2023 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 8/4/2023 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Juniper Networks | JNPR | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2023 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2023 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2023 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2023 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2023 | Luna Innovations | LUNA | New Coverage | Buy (N/A) |
8.15 (0.89) |
-89.08% | Details | |
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2023 | HashiCorp Inc | HCP | Upgrade | Buy (Hold) |
31.65 (34.78) |
9.89% | Details | |
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2023 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2023 | Okta, Inc | OKTA | Upgrade | Buy (Hold) |
76.15 (80.72) |
6% | Details | |
| 2/2/2023 | Varonis Systems | VRNS | Downgrade | Hold (Buy) |
27.14 (24.39) |
-10.13% | Details | |
| 1/25/2023 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2023 | Qualys | QLYS | Downgrade | Hold (Buy) |
112.09 (98.66) |
-11.98% | Details | |
| 12/7/2022 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Telos Corp. | TLS | Downgrade | Hold (Buy) |
11.04 (4.30) |
-61.05% | Details | |
| 11/8/2022 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2022 | Qualys | QLYS | Upgrade | Buy (Hold) |
130.57 (98.66) |
-24.44% | Details | |
| 10/21/2022 | Rapid7 | RPD | Downgrade | Hold (Buy) |
45.28 (7.07) |
-84.39% | Details | |
| 10/20/2022 | Telos Corp. | TLS | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | HashiCorp Inc | HCP | New Coverage | Hold (N/A) |
32.49 (34.78) |
7.05% | Details | |
| 9/1/2022 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2022 | Okta, Inc | OKTA | Downgrade | Hold (Buy) |
91.40 (80.72) |
-11.68% | Details | |
| 8/16/2022 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2022 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2022 | Radware | RDWR | Downgrade | Hold (Buy) |
23.91 (24.72) |
3.39% | Details | |
| 8/2/2022 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Viavi Solutions | VIAV | Downgrade | Hold (Buy) |
13.69 (8.07) |
-41.05% | Details | |
| 7/19/2022 | Arista Networks | ANET | Upgrade | Buy (Hold) |
100.58 (132.89) |
32.12% | Details | |
| 6/28/2022 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2022 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | KnowBe4 Inc. | KNBE | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | SailPoint Technologies Holdings | SAIL | Downgrade | Hold (Buy) |
49.59 (15.39) |
-68.97% | Details | |
| 3/21/2022 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2022 | CyberArk Software | CYBR | Upgrade | Buy (Hold) |
155.58 (408.85) |
162.79% | Details | |
| 2/2/2022 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 12/28/2021 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 12/28/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 12/28/2021 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2021 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2021 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2021 | Mimecast Limited | MIME | Downgrade | Hold (Buy) |
75.00 (79.92) |
6.56% | Details | |
| 11/29/2021 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/18/2021 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2021 | Juniper Networks | JNPR | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Infinera Corp. | INFN | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | Extreme Networks | EXTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/27/2021 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/9/2021 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2021 | Okta, Inc | OKTA | Upgrade | Buy (Hold) |
264.76 (80.72) |
-69.51% | Details | |
| 9/1/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Akamai Technologies | AKAM | Downgrade | Hold (Buy) |
119.82 (99.89) |
-16.63% | Details | |
| 8/4/2021 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 8/2/2021 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | Radware | RDWR | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | Extreme Networks | EXTR | Upgrade | Buy (Hold) |
10.43 (13.98) |
34.04% | Details | |
| 7/27/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2021 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2021 | Mimecast Limited | MIME | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2021 | KnowBe4 Inc. | KNBE | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2021 | Radware | RDWR | Upgrade | Buy (Hold) |
31.04 (24.72) |
-20.36% | Details | |
| 5/24/2021 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 5/20/2021 | KnowBe4 Inc. | KNBE | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2021 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2021 | Ceragon Networks | CRNT | Upgrade | Buy (Hold) |
3.33 (2.24) |
-32.73% | Details | |
| 4/30/2021 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Juniper Networks | JNPR | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2021 | Telos Corp. | TLS | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2021 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2021 | Ceragon Networks | CRNT | Upgrade | Hold (Underperform) |
4.17 (2.24) |
-46.28% | Details | |
| 3/11/2021 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2021 | Applied Optoelectronics | AAOI | Downgrade | Hold (Buy) |
9.02 (25.84) |
186.47% | Details | |
| 3/1/2021 | SailPoint Technologies Holdings | SAIL | Upgrade | Buy (Hold) |
56.38 (15.39) |
-72.7% | Details | |
| 2/25/2021 | Proofpoint | PFPT | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2021 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2021 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2021 | Juniper Networks | JNPR | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2021 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2021 | Ceragon Networks | CRNT | Downgrade | Underperform (Buy) |
6.46 (4.17) |
-35.45% | Details | |
| 1/20/2021 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2021 | NeoPhotonics | NPTN | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2021 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2021 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/12/2021 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 12/30/2020 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2020 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/30/2020 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/30/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2020 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2020 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2020 | NeoPhotonics | NPTN | Upgrade | Buy (Hold) |
6.88 (16.01) |
132.7% | Details | |
| 10/27/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2020 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/9/2020 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (Buy) |
|
Details | ||
| 8/31/2020 | NeoPhotonics | NPTN | Downgrade | Hold (Buy) |
6.92 (6.88) |
-0.58% | Details | |
| 8/18/2020 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2020 | OneSpan Inc. | OSPN | Maintain | Buy (Buy) |
|
Details | ||
| 8/12/2020 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2020 | Applied Optoelectronics | AAOI | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/29/2020 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2020 | CIENA | CIEN | Upgrade | Buy (Hold) |
54.35 (43.56) |
-19.85% | Details | |
| 7/21/2020 | Applied Optoelectronics | AAOI | Upgrade | Buy (Hold) |
12.02 (9.02) |
-24.96% | Details | |
| 7/20/2020 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/13/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2020 | OneSpan Inc. | OSPN | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2020 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 6/19/2020 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2020 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (Buy) |
|
Details | ||
| 6/1/2020 | Juniper Networks | JNPR | Maintain | Buy (Buy) |
|
Details | ||
| 6/1/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2020 | Zscaler | ZS | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 5/19/2020 | OneSpan Inc. | OSPN | New Coverage | Buy (N/A) |
17.89 (10.89) |
-39.13% | Details | |
| 5/18/2020 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2020 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 5/8/2020 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2020 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | Ceragon Networks | CRNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | SailPoint Technologies Holdings | SAIL | Downgrade | Hold (Buy) |
18.11 (15.39) |
-15.02% | Details | |
| 5/1/2020 | NeoPhotonics | NPTN | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2020 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Juniper Networks | JNPR | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2020 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2020 | Ceragon Networks | CRNT | Upgrade | Buy (Hold) |
1.99 (2.24) |
12.56% | Details | |
| 4/7/2020 | Silicom Ltd. | SILC | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2020 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2020 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | Okta, Inc | OKTA | Downgrade | Hold (Buy) |
131.34 (264.76) |
101.58% | Details | |
| 2/13/2020 | CyberArk Software | CYBR | Downgrade | Hold (Buy) |
119.38 (155.58) |
30.32% | Details | |
| 2/13/2020 | Radware | RDWR | Downgrade | Hold (Buy) |
22.83 (24.72) |
8.28% | Details | |
| 2/10/2020 | F5 Networks | FFIV | Upgrade | Buy (Hold) |
123.58 (265.07) |
114.49% | Details | |
| 2/5/2020 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2020 | Lumentum | LITE | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2020 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Silicom Ltd. | SILC | Upgrade | Buy (Hold) |
35.06 (13.59) |
-61.24% | Details | |
| 1/22/2020 | NeoPhotonics | NPTN | Upgrade | Buy (Hold) |
8.58 (6.92) |
-19.35% | Details | |
| 1/10/2020 | Juniper Networks | JNPR | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2020 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2020 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/2/2020 | Lumentum | LITE | Downgrade | Buy (Strong Buy) |
79.30 (558.44) |
604.21% | Details | |
| 12/30/2019 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2019 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 12/16/2019 | Extreme Networks | EXTR | Maintain | Hold () |
|
Details | ||
| 12/13/2019 | CIENA | CIEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2019 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2019 | Cisco | CSCO | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2019 | Arista Networks | ANET | Downgrade | Hold (Buy) |
244.57 (132.89) |
-45.66% | Details | |
| 10/28/2019 | Arista Networks | ANET | Maintain | Buy (Buy) |
|
Details | ||
| 10/10/2019 | ForeScout Technologies | FSCT | Downgrade | Hold (Buy) |
39.20 (28.99) |
-26.05% | Details | |
| 10/8/2019 | Cloudflare Inc. | NET | New Coverage | Buy (N/A) |
17.04 (195.19) |
1045.48% | Details | |
| 9/30/2019 | Infinera Corp. | INFN | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 9/23/2019 | Juniper Networks | JNPR | Upgrade | Buy (Hold) |
23.85 (39.95) |
67.51% | Details | |
| 9/23/2019 | Lumentum | LITE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/16/2019 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/13/2019 | Viavi Solutions | VIAV | Maintain | Buy (Buy) |
|
Details | ||
| 9/3/2019 | CIENA | CIEN | Maintain | Hold (Hold) |
|
Details | ||
| 8/26/2019 | Fabrinet | FN | Maintain | Buy (Buy) |
|
Details | ||
| 8/16/2019 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | Lumentum | LITE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/29/2019 | Radware | RDWR | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2019 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2019 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2019 | Acacia Communications | ACIA | Downgrade | Hold (Buy) |
48.06 (114.99) |
139.26% | Details | |
| 7/1/2019 | Acacia Communications | ACIA | Upgrade | Buy (Hold) |
47.16 (48.06) |
1.91% | Details | |
| 6/7/2019 | CIENA | CIEN | Maintain | Hold (Hold) |
|
Details | ||
| 5/17/2019 | NeoPhotonics | NPTN | Downgrade | Hold (Strong Buy) |
5.72 (8.58) |
50% | Details | |
| 5/14/2019 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2019 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Mimecast Limited | MIME | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Lumentum | LITE | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 4/29/2019 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2019 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2019 | Akamai Technologies | AKAM | New Coverage | Buy (N/A) |
75.34 (99.89) |
32.59% | Details | |
| 4/4/2019 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2019 | Lumentum | LITE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 3/13/2019 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2019 | Proofpoint | PFPT | Maintain | Buy (Buy) |
|
Details | ||
| 3/11/2019 | ForeScout Technologies | FSCT | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2019 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/22/2019 | Applied Optoelectronics | AAOI | Downgrade | Hold (Buy) |
14.60 (12.02) |
-17.67% | Details | |
| 2/14/2019 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2019 | Radcom | RDCM | Downgrade | Hold (Buy) |
8.05 (8.50) |
5.59% | Details | |
| 2/12/2019 | Mimecast Limited | MIME | Maintain | Buy (Buy) |
|
Details | ||
| 2/12/2019 | Varonis Systems | VRNS | Maintain | Buy (Buy) |
|
Details | ||
| 2/6/2019 | Lumentum | LITE | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 2/6/2019 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2019 | Lumentum | LITE | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 12/18/2018 | Fabrinet | FN | Maintain | Buy (Buy) |
|
Details | ||
| 12/17/2018 | Arista Networks | ANET | Maintain | Buy (Buy) |
|
Details | ||
| 12/17/2018 | Lumentum | LITE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 12/4/2018 | Finisar | FNSR | Maintain | Hold (N/A) |
|
Details | ||
| 11/28/2018 | Ceragon Networks | CRNT | Downgrade | Hold (Buy) |
4.40 (1.99) |
-54.77% | Details | |
| 11/20/2018 | CIENA | CIEN | Downgrade | Hold (Buy) |
32.47 (54.35) |
67.39% | Details | |
| 11/12/2018 | Lumentum | LITE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/8/2018 | CyberArk Software | CYBR | Maintain | Buy (Buy) |
|
Details | ||
| 11/7/2018 | Infinera Corp. | INFN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/6/2018 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2018 | Applied Optoelectronics | AAOI | Maintain | Buy (Buy) |
|
Details | ||
| 10/15/2018 | Finisar | FNSR | Maintain | Hold (Hold) |
|
Details | ||
| 10/9/2018 | Radcom | RDCM | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2018 | Lumentum | LITE | Maintain | Strong Buy (Strong Buy) |
|
Details | ||
| 10/1/2018 | Applied Optoelectronics | AAOI | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2018 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2018 | ForeScout Technologies | FSCT | New Coverage | Buy (N/A) |
38.11 (39.20) |
2.86% | Details | |
| 9/18/2018 | Radcom | RDCM | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2018 | Varonis Systems | VRNS | Maintain | Buy (Buy) |
|
Details | ||
| 9/10/2018 | NeoPhotonics | NPTN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/7/2018 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2018 | Radware | RDWR | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2018 | Zscaler | ZS | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/5/2018 | Fabrinet | FN | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | Lumentum | LITE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 9/4/2018 | Arista Networks | ANET | Maintain | Buy (Buy) |
|
Details | ||
| 8/31/2018 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2018 | Fabrinet | FN | Downgrade | Buy (Strong Buy) |
43.66 (239.61) |
448.81% | Details | |
| 8/13/2018 | Viavi Solutions | VIAV | Upgrade | Buy (Hold) |
10.61 (27.88) |
162.77% | Details |
