Ratings by New Street Research (Pierre Ferragu)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/30/2026 | Arm Holdings | ARM | Upgrade | Buy (Neutral) |
224.89 (284.15) |
26.35% | 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 (142.02) |
546.13% | Details | |
| 5/14/2026 | Telesat Corp | TSAT | New Coverage | Sell (N/A) |
53.62 (53.74) |
0.22% | Details | |
| 5/14/2026 | Planet Labs | PL | New Coverage | Sell (N/A) |
40.74 (24.69) |
-39.4% | Details | |
| 5/14/2026 | Iridium Communications | IRDM | New Coverage | Neutral (N/A) |
43.09 (50.19) |
16.48% | 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 (86.33) |
22.32% | Details | |
| 5/14/2026 | Rocket Lab USA | RKLB | New Coverage | Buy (N/A) |
124.15 (80.99) |
-34.76% | Details | |
| 5/14/2026 | AST Spacemobile | ASTS | New Coverage | Neutral (N/A) |
74.81 (71.74) |
-4.1% | Details | |
| 3/19/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2025 | Micron Technology | MU | Downgrade | Neutral (Buy) |
192.77 (971.56) |
404% | Details | |
| 10/6/2025 | ASML Inc. | ASML | Downgrade | Neutral (Buy) |
1032.22 (1871.79) |
81.34% | Details | |
| 8/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Cisco | CSCO | Downgrade | Neutral (Buy) |
64.26 (113.00) |
75.85% | Details | |
| 2/13/2025 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | Tesla | TSLA | Upgrade | Buy (Neutral) |
410.44 (336.03) |
-18.13% | Details | |
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Cisco | CSCO | Upgrade | Buy (Neutral) |
45.44 (113.00) |
148.68% | Details | |
| 8/7/2024 | Wolfspeed | WOLF | Downgrade | Neutral (Buy) |
14.33 (31.91) |
122.68% | Details | |
| 8/6/2024 | NVIDIA | NVDA | Upgrade | Buy (Neutral) |
100.45 (225.20) |
124.19% | Details | |
| 8/2/2024 | Intel | INTC | Downgrade | Neutral (Buy) |
29.05 (105.61) |
263.55% | Details | |
| 8/1/2024 | Nokia | NOK | Upgrade | Buy (Neutral) |
3.92 (10.63) |
171.17% | Details | |
| 7/24/2024 | Tesla | TSLA | Downgrade | Neutral (Buy) |
246.38 (336.03) |
36.39% | 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 (493.72) |
16.3% | 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 (493.91) |
193.68% | 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 (1871.79) |
153.39% | Details | |
| 6/16/2023 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
140.11 (560.90) |
300.33% | 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 (8.84) |
-68.99% | Details | |
| 10/21/2022 | ASML Inc. | ASML | Upgrade | Buy (Neutral) |
437.27 (1871.79) |
328.06% | Details | |
| 10/21/2022 | Applied Materials | AMAT | Upgrade | Buy (Neutral) |
78.66 (560.90) |
613.07% | 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 (225.20) |
947.44% | Details | |
| 1/28/2022 | Apple | AAPL | Upgrade | Neutral (Sell) |
159.22 (303.70) |
90.74% | 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 (560.90) |
295.22% | Details | |
| 7/7/2021 | Aeva Technologies Inc. | AEVA | New Coverage | Buy (N/A) |
10.51 (23.62) |
124.74% | 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 (336.03) |
55.12% | Details | |
| 10/8/2020 | NVIDIA | NVDA | Downgrade | Sell (Neutral) |
55.86 (225.20) |
303.15% | 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 (336.03) |
854.36% | 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 (10.63) |
169.8% | 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 (493.91) |
1755.41% | Details | |
| 8/20/2018 | Apple | AAPL | Downgrade | Sell (Neutral) |
54.40 (39.48) |
-27.43% | Details |
