Ratings by New Street Research (Pierre Ferragu)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
9/4/2026 Planet Labs PL Upgrade Neutral
(Sell)
18.35
(17.43)
-5.01% Details
8/14/2026 Micron Technology MU Upgrade Buy
(Neutral)
949.83
(1082.28)
13.94% Details
7/30/2026 Arm Holdings ARM Upgrade Buy
(Neutral)
224.89
(310.32)
37.99% Details
6/18/2026 Arm Holdings ARM Downgrade Neutral
(Buy)
418.88
(224.89)
-46.31% Details
6/10/2026 SpaceX SPCX New Coverage Buy
(N/A)
21.98
(148.68)
576.43% Details
5/14/2026 Telesat Corp TSAT New Coverage Sell
(N/A)
53.62
(48.21)
-10.09% Details
5/14/2026 Planet Labs PL New Coverage Sell
(N/A)
40.74
(18.35)
-54.96% Details
5/14/2026 Iridium Communications IRDM New Coverage Neutral
(N/A)
43.09
(48.75)
13.14% Details
5/14/2026 Echostar Holdings SATS New Coverage Buy
(N/A)
133.23
(103.92)
-22% Details
5/14/2026 ViaSat VSAT New Coverage Buy
(N/A)
70.58
(73.02)
3.46% Details
5/14/2026 Rocket Lab USA RKLB New Coverage Buy
(N/A)
124.15
(73.95)
-40.43% Details
5/14/2026 AST Spacemobile ASTS New Coverage Neutral
(N/A)
74.81
(61.81)
-17.38% Details
3/19/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
10/14/2025 Micron Technology MU Downgrade Neutral
(Buy)
192.77
(1082.28)
461.44% Details
10/6/2025 ASML Inc. ASML Downgrade Neutral
(Buy)
1032.22
(1743.94)
68.95% Details
8/6/2025 AMD AMD Maintain Buy
(N/A)
 
 
  Details
5/16/2025 Cisco CSCO Downgrade Neutral
(Buy)
64.26
(106.70)
66.04% Details
2/13/2025 Cisco CSCO Maintain Buy
(N/A)
 
 
  Details
1/6/2025 Tesla TSLA Upgrade Buy
(Neutral)
410.44
(372.11)
-9.34% Details
8/29/2024 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/15/2024 Cisco CSCO Upgrade Buy
(Neutral)
45.44
(106.70)
134.82% Details
8/7/2024 Wolfspeed WOLF Downgrade Neutral
(Buy)
14.33
(27.57)
92.39% Details
8/6/2024 NVIDIA NVDA Upgrade Buy
(Neutral)
100.45
(225.07)
124.06% Details
8/2/2024 Intel INTC Downgrade Neutral
(Buy)
29.05
(123.00)
323.41% Details
8/1/2024 Nokia NOK Upgrade Buy
(Neutral)
3.92
(10.39)
165.05% Details
7/24/2024 Tesla TSLA Downgrade Neutral
(Buy)
246.38
(372.11)
51.03% Details
7/5/2024 NVIDIA NVDA Downgrade Neutral
(Buy)
128.28
(100.45)
-21.69% Details
6/10/2024 Microsoft MSFT New Coverage Buy
(N/A)
424.52
(516.17)
21.59% Details
5/15/2024 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/23/2024 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/13/2024 Arista Networks ANET Maintain Buy
(N/A)
 
 
  Details
1/26/2024 Tesla TSLA Maintain Buy
(N/A)
 
 
  Details
1/24/2024 AMD AMD Upgrade Buy
(Neutral)
168.18
(630.63)
274.97% Details
11/16/2023 Cisco CSCO Maintain Neutral
(Buy)
 
 
  Details
10/19/2023 Tesla TSLA Maintain Buy
(N/A)
 
 
  Details
8/23/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
6/16/2023 ASML Inc. ASML Downgrade Neutral
(Buy)
738.69
(1743.94)
136.09% Details
6/16/2023 Applied Materials AMAT Downgrade Neutral
(Buy)
140.11
(485.00)
246.16% Details
4/13/2023 Micron Technology MU Maintain Buy
(N/A)
 
 
  Details
2/23/2023 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
2/3/2023 Apple AAPL Maintain Neutral
(N/A)
 
 
  Details
2/1/2023 AMD AMD Maintain Neutral
()
 
 
  Details
12/1/2022 Mobileye N.V MBLY New Coverage Buy
(N/A)
28.51
(8.03)
-71.83% Details
10/21/2022 ASML Inc. ASML Upgrade Buy
(Neutral)
437.27
(1743.94)
298.82% Details
10/21/2022 Applied Materials AMAT Upgrade Buy
(Neutral)
78.66
(485.00)
516.58% Details
8/3/2022 AMD AMD Maintain Sell
(N/A)
 
 
  Details
5/20/2022 Palo Alto Networks PANW Maintain Buy
(N/A)
 
 
  Details
4/13/2022 NVIDIA NVDA Upgrade Buy
(Neutral)
21.50
(225.07)
946.84% Details
1/28/2022 Apple AAPL Upgrade Neutral
(Sell)
159.22
(341.07)
114.21% Details
1/12/2022 Tesla TSLA Maintain Buy
(N/A)
 
 
  Details
1/10/2022 Micron Technology MU New Coverage Buy
(N/A)
95.65
(192.77)
101.54% Details
12/8/2021 Tesla TSLA Maintain Buy
(N/A)
 
 
  Details
10/1/2021 Altimeter Growth Corp AGC New Coverage Buy
(N/A)
10.22
(11.01)
7.73% Details
9/28/2021 Applied Materials AMAT Downgrade Neutral
(Buy)
141.92
(485.00)
241.74% Details
7/7/2021 Aeva Technologies Inc. AEVA New Coverage Buy
(N/A)
10.51
(15.35)
46.05% Details
5/28/2021 Apple AAPL Downgrade Sell
(Neutral)
125.28
(159.22)
27.09% Details
3/31/2021 Tesla TSLA Maintain Buy
(N/A)
 
 
  Details
3/29/2021 Cree CREE New Coverage Buy
(N/A)
107.50
(79.12)
-26.4% Details
3/16/2021 AMD AMD Maintain Sell
(N/A)
 
 
  Details
3/9/2021 Tesla TSLA Upgrade Buy
(Neutral)
187.67
(246.38)
31.28% Details
2/3/2021 NVIDIA NVDA Upgrade Neutral
(Sell)
54.23
(21.50)
-60.35% Details
12/9/2020 Tesla TSLA Downgrade Neutral
(Buy)
216.63
(372.11)
71.77% Details
10/8/2020 NVIDIA NVDA Downgrade Sell
(Neutral)
55.86
(225.07)
302.92% Details
10/8/2020 Tesla TSLA Upgrade Buy
(Neutral)
137.99
(216.63)
56.99% Details
9/25/2020 Uber Inc. UBER Maintain Buy
(N/A)
 
 
  Details
7/23/2020 Tesla TSLA Downgrade Neutral
(Buy)
106.16
(137.99)
29.98% Details
6/23/2020 Apple AAPL Maintain Neutral
(N/A)
 
 
  Details
4/30/2020 Tesla TSLA Maintain Buy
(N/A)
 
 
  Details
3/27/2020 Tesla TSLA Upgrade Buy
(Neutral)
35.21
(372.11)
956.83% Details
2/13/2020 Tesla TSLA Maintain Neutral
(N/A)
 
 
  Details
2/13/2020 Applied Materials AMAT Maintain Buy
(N/A)
 
 
  Details
2/10/2020 Uber Inc. UBER Maintain Buy
(N/A)
 
 
  Details
2/4/2020 Tesla TSLA Downgrade Neutral
(Buy)
58.68
(35.21)
-40% Details
1/7/2020 Nokia NOK Upgrade Buy
(Neutral)
3.94
(10.39)
163.71% Details
11/15/2019 NVIDIA NVDA Downgrade Neutral
(Buy)
20.98
(55.86)
166.25% Details
10/19/2018 AMD AMD New Coverage Sell
(N/A)
26.62
(630.63)
2269.01% Details
8/20/2018 Apple AAPL Downgrade Sell
(Neutral)
54.40
(39.48)
-27.43% Details