Ratings by Wolfe Research (George Notter)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Celestica | CLS | New Coverage | Outperform (N/A) |
280.66 (249.52) |
-11.1% | Details | |
| 2/4/2026 | Fabrinet | FN | Upgrade | Outperform (Peerperform) |
448.53 (489.38) |
9.11% | Details | |
| 1/27/2026 | Corning | GLW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2025 | Amdocs Ltd. | DOX | Downgrade | Peerperform (Outperform) |
83.96 (69.71) |
-16.97% | Details | |
| 11/5/2025 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Radware | RDWR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Radware | RDWR | New Coverage | Outperform (N/A) |
30.49 (24.72) |
-18.92% | Details | |
| 7/8/2025 | Motorola Solutions Inc. | MSI | New Coverage | Peerperform (N/A) |
424.84 (460.76) |
8.45% | Details | |
| 7/8/2025 | HP Enterprise | HPE | New Coverage | Peerperform (N/A) |
21.34 (21.13) |
-0.98% | Details | |
| 7/8/2025 | Lumentum | LITE | New Coverage | Outperform (N/A) |
92.75 (558.44) |
502.09% | Details | |
| 7/8/2025 | Corning | GLW | New Coverage | Outperform (N/A) |
53.04 (123.29) |
132.45% | Details | |
| 7/8/2025 | Fabrinet | FN | New Coverage | Peerperform (N/A) |
294.66 (448.53) |
52.22% | Details | |
| 7/8/2025 | Harmonic Inc. | HLIT | New Coverage | Underperform (N/A) |
9.81 (9.38) |
-4.38% | Details | |
| 7/8/2025 | CSG Systems International Inc. | CSGS | New Coverage | Peerperform (N/A) |
66.04 (79.90) |
20.99% | Details | |
| 7/8/2025 | F5 Networks | FFIV | New Coverage | Outperform (N/A) |
300.13 (286.22) |
-4.63% | Details | |
| 7/8/2025 | Amdocs Ltd. | DOX | New Coverage | Outperform (N/A) |
92.60 (83.96) |
-9.33% | Details | |
| 7/8/2025 | Applied Optoelectronics | AAOI | New Coverage | Peerperform (N/A) |
28.66 (95.58) |
233.5% | Details | |
| 7/8/2025 | Adient | ADNT | New Coverage | Peerperform (N/A) |
22.38 (21.28) |
-4.92% | Details | |
| 7/8/2025 | Cisco | CSCO | New Coverage | Peerperform (N/A) |
69.37 (78.64) |
13.36% | Details | |
| 7/8/2025 | Coherent | COHR | New Coverage | Outperform (N/A) |
90.90 (235.72) |
159.32% | Details | |
| 7/8/2025 | CommScope Holding | COMM | New Coverage | Peerperform (N/A) |
8.67 (19.58) |
125.84% | Details | |
| 7/8/2025 | Arista Networks | ANET | New Coverage | Outperform (N/A) |
102.52 (132.89) |
29.62% | Details | |
| 7/8/2025 | Axon Enterprise | AXON | New Coverage | Outperform (N/A) |
795.48 (574.01) |
-27.84% | Details | |
| 7/8/2025 | CIENA | CIEN | New Coverage | Outperform (N/A) |
81.38 (294.17) |
261.48% | Details | |
| 7/8/2025 | Calix | CALX | New Coverage | Peerperform (N/A) |
53.93 (50.47) |
-6.42% | Details |
