Ratings by Stifel (Matthew Sheerin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 12/19/2024 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 12/10/2024 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | HP Enterprise | HPE | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Pure Storage | PSTG | Maintain | Hold (N/A) |
|
Details | ||
| 12/4/2024 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2024 | Ingram Micro | INGM | New Coverage | Buy (N/A) |
23.47 (22.06) |
-6.01% | Details | |
| 11/5/2024 | Sensata Technologies | ST | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2024 | TTM Technologies | TTMI | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2024 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2024 | Vishay Intertechnology | VSH | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Celestica | CLS | Upgrade | Buy (Hold) |
45.90 (123.47) |
169% | Details | |
| 8/29/2024 | Pure Storage | PSTG | Maintain | Hold (N/A) |
|
Details | ||
| 8/29/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2024 | Littelfuse Inc | LFUS | Upgrade | Buy (Hold) |
242.77 (302.28) |
24.51% | Details | |
| 8/9/2024 | Kopin Corp | KOPN | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2024 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2024 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2024 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2024 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2024 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2024 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 7/1/2024 | Gauzy Ltd | GAUZ | New Coverage | Buy (N/A) |
11.02 (0.50) |
-95.46% | Details | |
| 6/12/2024 | Amphenol | APH | Maintain | Hold (N/A) |
|
Details | ||
| 6/12/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Pure Storage | PSTG | Maintain | Hold (N/A) |
|
Details | ||
| 5/13/2024 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2024 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | TTM Technologies | TTMI | Upgrade | Buy (Hold) |
14.93 (87.91) |
488.81% | Details | |
| 4/30/2024 | Sensata Technologies | ST | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2024 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2024 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2024 | TE Connectivity | TEL | Maintain | Hold (N/A) |
|
Details | ||
| 4/15/2024 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 3/26/2024 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | HP Enterprise | HPE | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Pure Storage | PSTG | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2024 | Pure Storage | PSTG | Downgrade | Hold (Buy) |
44.51 (60.90) |
36.82% | Details | |
| 2/7/2024 | Sensata Technologies | ST | Maintain | Hold (N/A) |
|
Details | ||
| 1/25/2024 | TE Connectivity | TEL | Maintain | Hold (N/A) |
|
Details | ||
| 1/3/2024 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2024 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 1/3/2024 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2023 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 11/29/2023 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | Vishay Intertechnology | VSH | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 9/29/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2023 | Sensata Technologies | ST | Maintain | Hold (N/A) |
|
Details | ||
| 9/21/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2023 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2023 | TTM Technologies | TTMI | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2023 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2023 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 6/15/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | Kopin Corp | KOPN | New Coverage | Buy (N/A) |
2.17 (3.99) |
83.87% | Details | |
| 6/1/2023 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2023 | TTM Technologies | TTMI | Maintain | Hold (N/A) |
|
Details | ||
| 5/3/2023 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 4/20/2023 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 4/19/2023 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Insight Enterprises | NSIT | Downgrade | Hold (Buy) |
143.72 (84.99) |
-40.86% | Details | |
| 4/10/2023 | NetApp | NTAP | Upgrade | Buy (Hold) |
62.81 (101.06) |
60.9% | Details | |
| 3/28/2023 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2023 | Insight Enterprises | NSIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | TE Connectivity | TEL | Downgrade | Hold (Buy) |
132.21 (205.85) |
55.7% | Details | |
| 2/15/2023 | Sensata Technologies | ST | Downgrade | Hold (Buy) |
51.95 (32.98) |
-36.52% | Details | |
| 2/9/2023 | Insight Enterprises | NSIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | TTM Technologies | TTMI | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2023 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2023 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2023 | TE Connectivity | TEL | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | TTM Technologies | TTMI | Downgrade | Hold (Buy) |
16.86 (87.91) |
421.41% | Details | |
| 12/12/2022 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2022 | Vishay Intertechnology | VSH | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Sensata Technologies | ST | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2022 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2022 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 9/27/2022 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2022 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2022 | Sensata Technologies | ST | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2022 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 6/2/2022 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2022 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 4/28/2022 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 4/14/2022 | CDW Corporation | CDW | Upgrade | Buy (Hold) |
171.65 (123.42) |
-28.1% | Details | |
| 4/14/2022 | TD Synnex | SNX | Upgrade | Buy (Hold) |
98.14 (156.37) |
59.33% | Details | |
| 3/16/2022 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | Vishay Intertechnology | VSH | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2022 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2022 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2022 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | Jabil | JBL | Maintain | (N/A) |
|
Details | ||
| 12/16/2021 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2021 | CDW Corporation | CDW | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2021 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 12/1/2021 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2021 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2021 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 9/30/2021 | Jabil | JBL | Upgrade | Buy (Hold) |
60.94 (216.14) |
254.68% | Details | |
| 8/26/2021 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2021 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2021 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2021 | CDW Corporation | CDW | Maintain | Hold (N/A) |
|
Details | ||
| 6/25/2021 | SYNNEX Corp. | SNX | Maintain | Hold (N/A) |
|
Details | ||
| 6/17/2021 | Jabil | JBL | Maintain | Hold (N/A) |
|
Details | ||
| 6/3/2021 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 5/25/2021 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 5/12/2021 | HP Enterprise | HPE | New Coverage | Buy (N/A) |
16.41 (21.13) |
28.76% | Details | |
| 4/29/2021 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2021 | Tata Motors | TTM | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2021 | Sensata Technologies | ST | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2021 | SYNNEX Corp. | SNX | Maintain | Hold (N/A) |
|
Details | ||
| 3/17/2021 | Insight Enterprises | NSIT | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2021 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 3/9/2021 | Vishay Intertechnology | VSH | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2021 | Insight Enterprises | NSIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2021 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 2/9/2021 | Vishay Intertechnology | VSH | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2021 | Sensata Technologies | ST | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | TE Connectivity | TEL | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2021 | SYNNEX Corp. | SNX | Maintain | Hold (N/A) |
|
Details | ||
| 12/8/2020 | SYNNEX Corp. | SNX | Downgrade | Hold (Buy) |
80.94 (156.37) |
93.19% | Details | |
| 12/2/2020 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2020 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 11/18/2020 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2020 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2020 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 10/7/2020 | Vishay Intertechnology | VSH | Upgrade | Buy (Hold) |
16.41 (16.69) |
1.71% | Details | |
| 9/9/2020 | Sensata Technologies | ST | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2020 | NetApp | NTAP | Maintain | Hold (N/A) |
|
Details | ||
| 8/7/2020 | Avnet | AVT | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2020 | Insight Enterprises | NSIT | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2020 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2020 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2020 | Insight Enterprises | NSIT | Upgrade | Buy (Hold) |
47.56 (84.99) |
78.7% | Details | |
| 6/26/2020 | SYNNEX Corp. | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | NetApp | NTAP | Downgrade | Hold (Buy) |
43.01 (101.06) |
134.97% | Details | |
| 5/5/2020 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2020 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2020 | Celestica | CLS | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2020 | Plexus | PLXS | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2020 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2020 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2019 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | AVX | AVX | Maintain | Hold (N/A) |
|
Details | ||
| 11/14/2019 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2019 | Kemet | KEM | Downgrade | Hold (Buy) |
23.02 (27.58) |
19.81% | Details | |
| 11/1/2019 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2019 | CDW Corporation | CDW | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2019 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2019 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2019 | Tech Data | TECD | Maintain | Hold (N/A) |
|
Details | ||
| 9/30/2019 | AVX | AVX | Maintain | Hold (Hold) |
|
Details | ||
| 9/25/2019 | Jabil | JBL | Maintain | Hold (N/A) |
|
Details | ||
| 9/24/2019 | Jabil | JBL | Maintain | Hold (N/A) |
|
Details | ||
| 9/18/2019 | Pure Storage | PSTG | Maintain | Hold (N/A) |
|
Details | ||
| 9/13/2019 | Kemet | KEM | Upgrade | Buy (Hold) |
18.46 (23.02) |
24.7% | Details | |
| 8/2/2019 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2019 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2019 | Vishay Intertechnology | VSH | Maintain | Hold (N/A) |
|
Details | ||
| 6/26/2019 | SYNNEX Corp. | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2019 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2019 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2019 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 5/9/2019 | Vishay Intertechnology | VSH | Maintain | Hold (N/A) |
|
Details | ||
| 5/9/2019 | Arrow Electronics | ARW | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2019 | CDW Corporation | CDW | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2019 | Flextronics | FLEX | Maintain | Buy (Buy) |
|
Details | ||
| 4/24/2019 | TE Connectivity | TEL | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2019 | CDW Corporation | CDW | Downgrade | Hold (Buy) |
108.14 (123.42) |
14.13% | Details | |
| 4/17/2019 | Tech Data | TECD | Downgrade | Hold (Buy) |
109.02 (144.90) |
32.91% | Details | |
| 3/20/2019 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 3/8/2019 | Tech Data | TECD | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2019 | Tech Data | TECD | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2019 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2019 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2019 | Vishay Intertechnology | VSH | Maintain | Hold (N/A) |
|
Details | ||
| 2/1/2019 | Arrow Electronics | ARW | Downgrade | Hold (Buy) |
75.50 (138.36) |
83.26% | Details | |
| 1/30/2019 | Littelfuse Inc | LFUS | Maintain | Hold (N/A) |
|
Details | ||
| 11/29/2018 | Tech Data | TECD | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2018 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2018 | Insight Enterprises | NSIT | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2018 | TE Connectivity | TEL | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2018 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2018 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2018 | Sonos Inc. | SONO | New Coverage | Hold (N/A) |
20.21 (14.27) |
-29.39% | Details | |
| 8/16/2018 | NetApp | NTAP | Maintain | Buy (N/A) |
|
Details |
