Ratings by William Blair (Jed Dorsheimer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/2/2026 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/28/2026 | Terawulf Inc. | WULF | New Coverage | Outperform (N/A) |
16.49 (12.87) |
-21.95% | Details | |
| 8/17/2026 | Enovix Corporation | ENVX | Downgrade | Market Perform (Outperform) |
4.39 (2.49) |
-43.28% | Details | |
| 8/3/2026 | GE Vernova | GEV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | Fervo Energy | FRVO | New Coverage | Outperform (N/A) |
37.22 (9.07) |
-75.63% | Details | |
| 4/23/2026 | GE Vernova | GEV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Cameco Corporation | CCJ | New Coverage | Outperform (N/A) |
120.66 (81.82) |
-32.19% | Details | |
| 4/2/2026 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/2/2026 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/18/2026 | Oklo | OKLO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Amprius Technologies | AMPX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | First Solar | FSLR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2026 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | GE Vernova | GEV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2026 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/10/2025 | GE Vernova | GEV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | Oklo | OKLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Oklo | OKLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2025 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/1/2025 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/29/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2025 | Oklo | OKLO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2025 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/5/2025 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/19/2025 | Tesla | TSLA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/12/2025 | Oklo | OKLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | BWX Technologies | BWXT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Amprius Technologies | AMPX | Upgrade | Outperform (Market Perform) |
8.06 (8.33) |
3.35% | Details | |
| 7/9/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | Tesla | TSLA | Downgrade | Market Perform (Outperform) |
315.35 (386.14) |
22.45% | Details | |
| 7/2/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | QuantumScape | QS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/28/2025 | Centrus Energy Corp. | LEU | New Coverage | Outperform (N/A) |
127.86 (108.66) |
-15.02% | Details | |
| 5/28/2025 | Oklo | OKLO | New Coverage | Outperform (N/A) |
53.90 (27.93) |
-48.18% | Details | |
| 5/28/2025 | BWX Technologies | BWXT | New Coverage | Outperform (N/A) |
122.36 (135.00) |
10.33% | Details | |
| 4/23/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2025 | GE Vernova | GEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | SolarEdge Technologies | SEDG | New Coverage | Market Perform (N/A) |
25.69 (32.72) |
27.36% | Details | |
| 8/29/2024 | Enphase Energy | ENPH | New Coverage | Market Perform (N/A) |
123.65 (31.79) |
-74.29% | Details | |
| 8/29/2024 | GE Vernova | GEV | New Coverage | Outperform (N/A) |
184.00 (925.21) |
402.83% | Details | |
| 8/29/2024 | First Solar | FSLR | New Coverage | Market Perform (N/A) |
228.57 (172.69) |
-24.45% | Details | |
| 8/29/2024 | Tesla | TSLA | New Coverage | Outperform (N/A) |
205.75 (315.35) |
53.27% | Details | |
| 8/19/2024 | Wolfspeed | WOLF | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/19/2024 | Applied Materials | AMAT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Wolfspeed | WOLF | Downgrade | Market Perform (Outperform) |
26.11 (24.01) |
-8.04% | Details | |
| 12/15/2023 | QuantumScape | QS | New Coverage | Market Perform (N/A) |
7.63 (4.04) |
-47.05% | Details | |
| 12/15/2023 | Enovix Corporation | ENVX | New Coverage | Outperform (N/A) |
14.02 (4.39) |
-68.69% | Details | |
| 12/15/2023 | Amprius Technologies | AMPX | New Coverage | Market Perform (N/A) |
3.54 (8.06) |
127.68% | Details | |
| 12/15/2023 | SES AI Corp. | SES | New Coverage | Market Perform (N/A) |
2.17 (0.61) |
-71.89% | Details | |
| 1/10/2023 | ON Semiconductor | ON | Downgrade | Market Perform (Outperform) |
64.65 (76.80) |
18.79% | Details | |
| 10/17/2022 | Wolfspeed | WOLF | New Coverage | Outperform (N/A) |
97.59 (24.01) |
-75.4% | Details | |
| 10/17/2022 | STMicroelectronics | STM | New Coverage | Market Perform (N/A) |
30.61 (47.34) |
54.66% | Details | |
| 10/17/2022 | ON Semiconductor | ON | New Coverage | Outperform (N/A) |
57.77 (76.80) |
32.94% | Details | |
| 10/17/2022 | Coherent | COHR | New Coverage | Market Perform (N/A) |
30.78 (236.91) |
669.69% | Details | |
| 10/17/2022 | Applied Materials | AMAT | New Coverage | Market Perform (N/A) |
74.82 (539.14) |
620.58% | Details |
