Ratings by Argus (Jim Kelleher)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/3/2026 | HP Enterprise | HPE | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2026 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2026 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2026 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2026 | Nokia | NOK | Upgrade | Buy (Hold) |
10.33 (12.44) |
20.43% | Details | |
| 3/20/2026 | Super Micro Computer | SMCI | Downgrade | Hold (Buy) |
30.79 (28.31) |
-8.05% | Details | |
| 3/20/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2026 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | Pinterest Inc | PINS | Downgrade | Hold (Buy) |
17.13 (22.52) |
31.47% | Details | |
| 2/3/2026 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2026 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Super Micro Computer | SMCI | Upgrade | Buy (Hold) |
42.03 (30.79) |
-26.74% | Details | |
| 10/29/2025 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Jabil | JBL | Upgrade | Buy (Hold) |
196.89 (330.29) |
67.75% | Details | |
| 5/6/2025 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Juniper Networks | JNPR | Downgrade | Hold (Buy) |
36.00 (39.95) |
10.97% | Details | |
| 2/5/2025 | Viavi Solutions | VIAV | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2024 | Cracker Barrel | CBRL | Upgrade | Buy (Hold) |
48.81 (50.42) |
3.3% | Details | |
| 10/31/2024 | Super Micro Computer | SMCI | Downgrade | Hold (Buy) |
33.07 (42.03) |
27.09% | Details | |
| 8/6/2024 | Intel | INTC | Downgrade | Hold (Buy) |
20.11 (109.84) |
446.2% | Details | |
| 8/6/2024 | Cracker Barrel | CBRL | Downgrade | Hold (Buy) |
40.05 (50.42) |
25.89% | Details | |
| 7/26/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2024 | Juniper Networks | JNPR | Upgrade | Buy (Hold) |
35.50 (39.95) |
12.54% | Details | |
| 6/11/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | HP Enterprise | HPE | Upgrade | Buy (Hold) |
19.59 (48.54) |
147.78% | Details | |
| 6/5/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2024 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2024 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2024 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2024 | ASML Inc. | ASML | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Upgrade | Buy (Hold) |
96.25 (979.30) |
917.45% | Details | |
| 3/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2024 | Jabil | JBL | Downgrade | Hold (Buy) |
124.18 (196.89) |
58.55% | Details | |
| 3/6/2024 | Super Micro Computer | SMCI | New Coverage | Buy (N/A) |
1090.83 (28.31) |
-97.4% | Details | |
| 3/4/2024 | NetApp | NTAP | Upgrade | Buy (Hold) |
105.31 (168.87) |
60.36% | Details | |
| 2/27/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Pinterest Inc | PINS | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2024 | Pinterest Inc | PINS | Upgrade | Buy (Hold) |
36.41 (17.13) |
-52.95% | Details | |
| 11/20/2023 | ADTRAN | ADTN | Downgrade | Hold (Buy) |
5.55 (13.44) |
142.16% | Details | |
| 9/6/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2023 | Twilio | TWLO | Upgrade | Buy (Hold) |
60.58 (214.56) |
254.18% | Details | |
| 7/31/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2023 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Lyft | LYFT | Downgrade | Hold (Buy) |
10.46 (15.61) |
49.24% | Details | |
| 1/27/2023 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Seagate Technology | STX | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | Twilio | TWLO | Downgrade | Hold (Buy) |
81.26 (214.56) |
164.04% | Details | |
| 8/8/2022 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2022 | Sanmina-SCI Corp. | SANM | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2022 | Snap Inc | SNAP | Downgrade | Hold (Buy) |
9.96 (4.68) |
-53.01% | Details | |
| 6/29/2022 | ASML Inc. | ASML | New Coverage | Buy (N/A) |
490.41 (1797.32) |
266.49% | Details | |
| 5/18/2022 | Flextronics | FLEX | Upgrade | Buy (Hold) |
16.80 (135.80) |
708.33% | Details | |
| 5/5/2022 | Twitter, Inc. | TWTR | Downgrade | Hold (Buy) |
49.06 (53.70) |
9.46% | Details | |
| 11/24/2021 | Alibaba | BABA | Downgrade | Hold (Buy) |
133.66 (112.33) |
-15.96% | Details | |
| 11/15/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Motorola Solutions Inc. | MSI | Upgrade | Buy (Hold) |
247.05 (422.88) |
71.17% | Details | |
| 11/5/2021 | Qorvo Inc | QRVO | Downgrade | Hold (Buy) |
154.46 (85.81) |
-44.45% | Details | |
| 10/8/2021 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | NXP Semiconductors NV | NXPI | New Coverage | Buy (N/A) |
211.91 (292.26) |
37.92% | Details | |
| 8/30/2021 | Pinterest Inc | PINS | Downgrade | Hold (Buy) |
57.22 (22.52) |
-60.64% | Details | |
| 8/4/2021 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2021 | Qorvo Inc | QRVO | New Coverage | Buy (N/A) |
195.65 (85.81) |
-56.14% | Details | |
| 6/22/2021 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | New Coverage | Buy (N/A) |
114.14 (434.11) |
280.33% | Details | |
| 5/14/2021 | ADTRAN | ADTN | Upgrade | Buy (Hold) |
19.01 (13.44) |
-29.3% | Details | |
| 5/4/2021 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | Twitter, Inc. | TWTR | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2021 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2021 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2021 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2021 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2021 | Microchip Technology | MCHP | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2021 | Xilinx | XLNX | Downgrade | Hold (Buy) |
133.57 (194.92) |
45.93% | Details | |
| 1/28/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2021 | Dell | DELL | New Coverage | Buy (N/A) |
74.86 (434.97) |
481.04% | Details | |
| 1/12/2021 | Twitter, Inc. | TWTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2020 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 12/1/2020 | Pinterest Inc | PINS | Upgrade | Buy (Hold) |
70.02 (22.52) |
-67.84% | Details | |
| 10/27/2020 | Twilio | TWLO | Maintain | Buy (Buy) |
|
Details | ||
| 10/27/2020 | Seagate Technology | STX | Maintain | Buy (Buy) |
|
Details | ||
| 10/14/2020 | Apple | AAPL | Maintain | Buy (Buy) |
|
Details | ||
| 9/15/2020 | Peloton Interactive | PTON | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2020 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2020 | Alibaba | BABA | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2020 | Motorola Solutions Inc. | MSI | Downgrade | Hold (Buy) |
142.22 (422.88) |
197.34% | Details | |
| 7/30/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2020 | IBM | IBM | Upgrade | Buy (Hold) |
126.06 (287.56) |
128.11% | Details | |
| 7/1/2020 | Shopify | SHOP | New Coverage | Buy (N/A) |
949.20 (122.54) |
-87.09% | Details | |
| 6/9/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2020 | Alibaba | BABA | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | Pinterest Inc | PINS | Downgrade | Buy (Hold) |
19.50 (22.52) |
15.49% | Details | |
| 5/27/2020 | HP Enterprise | HPE | Downgrade | Buy (Hold) |
9.42 (19.59) |
107.96% | Details | |
| 5/13/2020 | Peloton Interactive | PTON | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2020 | Lyft | LYFT | New Coverage | Buy (N/A) |
30.10 (15.61) |
-48.14% | Details | |
| 3/31/2020 | Twitter, Inc. | TWTR | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2020 | HP, Inc. | HPQ | Upgrade | Buy (Hold) |
17.84 (24.22) |
35.76% | Details | |
| 3/25/2020 | Intel | INTC | Upgrade | Buy (Hold) |
52.40 (109.84) |
109.62% | Details | |
| 3/17/2020 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | SkyWest | SKYW | Upgrade | Buy (Hold) |
35.73 (99.72) |
179.09% | Details | |
| 3/4/2020 | Beyond Meat Inc. | BYND | New Coverage | Buy (N/A) |
95.43 (0.66) |
-99.31% | Details | |
| 2/25/2020 | Pinterest Inc | PINS | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2020 | Alibaba | BABA | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2020 | NetApp | NTAP | Downgrade | Hold (Buy) |
53.43 (168.87) |
216.06% | Details | |
| 2/18/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2020 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 12/31/2019 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2019 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2019 | KLA-Tencor | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2019 | HP Enterprise | HPE | Upgrade | Buy (Hold) |
13.37 (48.54) |
263.05% | Details | |
| 8/26/2019 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2019 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2019 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2018 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2018 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2018 | Flextronics | FLEX | Downgrade | Hold (Buy) |
6.94 (16.80) |
142.07% | Details | |
| 10/25/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2018 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2018 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2018 | AMD | AMD | Maintain | Buy (N/A) |
|
Details |

