Ratings by Truist Securities (Matthew Niknam)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/3/2026 | HP Enterprise | HPE | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2026 | Dell | DELL | Maintain | Hold (N/A) |
|
Details | ||
| 8/28/2026 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2026 | Keysight Technologies | KEYS | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2026 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2026 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2026 | Ingram Micro | INGM | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2026 | Corning | GLW | Upgrade | Buy (Hold) |
135.22 (154.30) |
14.11% | Details | |
| 7/31/2026 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2026 | Digital Realty Trust | DLR | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2026 | Crown Castle | CCI | Maintain | Hold (N/A) |
|
Details | ||
| 6/24/2026 | Digital Realty Trust | DLR | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2026 | Corning | GLW | Maintain | Hold (N/A) |
|
Details | ||
| 6/2/2026 | HP Enterprise | HPE | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2026 | Dell | DELL | Maintain | Hold (N/A) |
|
Details | ||
| 5/21/2026 | Keysight Technologies | KEYS | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2026 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2026 | Digital Realty Trust | DLR | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | Motorola Solutions Inc. | MSI | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Crown Castle | CCI | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2026 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2026 | SBA Communications | SBAC | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2026 | Ingram Micro | INGM | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2026 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Corning | GLW | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2026 | Crown Castle | CCI | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2026 | SBA Communications | SBAC | Upgrade | Buy (Hold) |
220.41 (189.44) |
-14.05% | Details | |
| 3/30/2026 | Equinix | EQIX | New Coverage | Buy (N/A) |
963.00 (1035.98) |
7.58% | Details | |
| 3/30/2026 | Keysight Technologies | KEYS | New Coverage | Hold (N/A) |
279.06 (327.21) |
17.25% | Details | |
| 3/30/2026 | Ingram Micro | INGM | New Coverage | Hold (N/A) |
22.30 (28.84) |
29.33% | Details | |
| 3/30/2026 | Dell | DELL | New Coverage | Hold (N/A) |
171.81 (524.14) |
205.07% | Details | |
| 3/30/2026 | Corning | GLW | New Coverage | Hold (N/A) |
136.81 (135.22) |
-1.16% | Details | |
| 3/30/2026 | Motorola Solutions Inc. | MSI | New Coverage | Buy (N/A) |
438.32 (468.05) |
6.78% | Details | |
| 3/30/2026 | HP Enterprise | HPE | New Coverage | Buy (N/A) |
23.94 (52.00) |
117.21% | Details | |
| 3/30/2026 | Cisco | CSCO | New Coverage | Buy (N/A) |
79.92 (109.20) |
36.64% | Details | |
| 3/30/2026 | Arista Networks | ANET | New Coverage | Buy (N/A) |
120.77 (193.78) |
60.45% | Details | |
| 3/30/2026 | SBA Communications | SBAC | New Coverage | Hold (N/A) |
167.06 (220.41) |
31.93% | Details | |
| 3/30/2026 | Digital Realty Trust | DLR | New Coverage | Buy (N/A) |
175.42 (188.39) |
7.39% | Details | |
| 3/30/2026 | DigitalBridge Group Inc. | DBRG | New Coverage | Hold (N/A) |
15.38 (15.93) |
3.58% | Details | |
| 3/30/2026 | American Tower | AMT | New Coverage | Buy (N/A) |
169.52 (175.85) |
3.73% | Details | |
| 3/30/2026 | Crown Castle | CCI | New Coverage | Hold (N/A) |
78.59 (75.83) |
-3.51% | Details |
