Ratings by JPMorgan (Richard Choe)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
3/5/2026 Dycom Industries DY Maintain Overweight
(Overweight)
 
 
  Details
3/3/2026 Uniti Group UNIT Maintain Neutral
(Neutral)
 
 
  Details
2/27/2026 SBA Communications SBAC Maintain Neutral
(Neutral)
 
 
  Details
2/12/2026 Equinix EQIX Maintain Overweight
(Overweight)
 
 
  Details
2/5/2026 Crown Castle CCI Maintain Neutral
(Neutral)
 
 
  Details
2/4/2026 Dycom Industries DY Maintain Overweight
(Overweight)
 
 
  Details
12/5/2025 DigitalBridge Group Inc. DBRG Maintain Overweight
(Overweight)
 
 
  Details
11/20/2025 Dycom Industries DY Maintain Overweight
(Overweight)
 
 
  Details
11/14/2025 IHS Holding IHS Downgrade Underweight
(Overweight)
6.88
(8.08)
17.44% Details
11/14/2025 IHS Holding IHS Downgrade Underweight
(Overweight)
6.88
(6.88)
0% Details
11/11/2025 Cencora Inc COR Maintain Overweight
(Overweight)
 
 
  Details
10/30/2025 Equinix EQIX Maintain Overweight
(Overweight)
 
 
  Details
10/24/2025 Digital Realty Trust DLR Maintain Overweight
(Overweight)
 
 
  Details
10/23/2025 Uniti Group UNIT New Coverage Neutral
(N/A)
5.60
(8.05)
43.75% Details
8/21/2025 Dycom Industries DY Maintain Overweight
(N/A)
 
 
  Details
8/11/2025 Cencora Inc COR Maintain Overweight
(Overweight)
 
 
  Details
7/31/2025 Equinix EQIX Maintain Overweight
(Overweight)
 
 
  Details
7/25/2025 Digital Realty Trust DLR Maintain Overweight
(Overweight)
 
 
  Details
6/26/2025 Equinix EQIX Maintain Overweight
(Overweight)
 
 
  Details
5/22/2025 Dycom Industries DY Maintain Overweight
(Overweight)
 
 
  Details
4/21/2025 Dycom Industries DY New Coverage Overweight
(N/A)
152.32
(357.07)
134.42% Details
2/14/2025 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
1/24/2025 Cencora Inc cor Maintain Overweight
(N/A)
 
 
  Details
1/21/2025 DigitalBridge Group Inc. DBRG Maintain Overweight
(N/A)
 
 
  Details
12/4/2024 AT&T T Maintain Overweight
(N/A)
 
 
  Details
10/25/2024 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
10/1/2024 DigitalBridge Group Inc. DBRG Maintain Overweight
(N/A)
 
 
  Details
10/1/2024 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
8/21/2024 Cencora Inc COR Maintain Overweight
(N/A)
 
 
  Details
7/25/2024 AT&T T Maintain Overweight
(N/A)
 
 
  Details
6/28/2024 Digital Realty Trust DLR Upgrade Overweight
(Neutral)
146.89
(176.19)
19.95% Details
5/1/2024 DigitalBridge Group Inc. DBRG Maintain Overweight
(N/A)
 
 
  Details
2/1/2024 AT&T T Upgrade Overweight
(Neutral)
17.53
(28.64)
63.38% Details
1/24/2024 Cencora Inc COR Maintain Overweight
(N/A)
 
 
  Details
9/28/2023 DigitalBridge Group Inc. DBRG Upgrade Overweight
(Neutral)
16.31
(15.40)
-5.58% Details
8/7/2023 DigitalBridge Group Inc. DBRG Maintain Neutral
(N/A)
 
 
  Details
2/27/2023 DigitalBridge Group Inc. DBRG Maintain Neutral
(N/A)
 
 
  Details
12/6/2022 Switch Inc. SWCH Maintain Overweight
(N/A)
 
 
  Details
11/8/2022 DigitalBridge Group Inc. DBRG Maintain Neutral
(N/A)
 
 
  Details
3/24/2022 Switch Inc. SWCH Maintain Overweight
(N/A)
 
 
  Details
3/18/2022 DigitalBridge Group Inc. DBRG Upgrade Neutral
(Underweight)
6.90
(15.40)
123.19% Details
2/25/2022 Switch Inc. SWCH Maintain Overweight
(N/A)
 
 
  Details
8/6/2021 Switch Inc. SWCH Upgrade Overweight
(Neutral)
20.31
(34.25)
68.64% Details
11/1/2019 CoreSite Realty COR Maintain Underweight
(N/A)
 
 
  Details
11/1/2019 CyrusOne CONE Downgrade Neutral
(Overweight)
74.58
(90.36)
21.16% Details
10/29/2019 QTS Realty Trust QTS Upgrade Overweight
(Neutral)
52.43
(77.98)
48.73% Details
2/11/2019 CoreSite Realty COR Downgrade Underweight
(Neutral)
96.75
(358.46)
270.5% Details
8/14/2018 Switch Inc. SWCH Downgrade Neutral
(Overweight)
13.98
(20.31)
45.28% Details