Ratings by JPMorgan (Samik Chatterjee)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/2/2026 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2026 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | HP, Inc. | HPQ | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/24/2026 | Keysight Technologies | KEYS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2026 | Sensata Technologies | ST | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/19/2026 | VisionChina Media | VISN | New Coverage | Neutral (N/A) |
18.91 (17.21) |
-8.99% | Details | |
| 2/5/2026 | Qualcomm | QCOM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | CDW Corporation | CDW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2026 | Coherent | COHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2026 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2026 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2026 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2026 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Mobileye N.V | MBLY | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/15/2026 | Calix | CALX | Upgrade | Overweight (Neutral) |
54.96 (50.47) |
-8.17% | Details | |
| 1/15/2026 | F5 Networks | FFIV | Upgrade | Overweight (Neutral) |
267.45 (286.22) |
7.02% | Details | |
| 1/6/2026 | Mobileye N.V | MBLY | Upgrade | Neutral (Underweight) |
11.51 (8.01) |
-30.41% | Details | |
| 12/18/2025 | Jabil | JBL | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/15/2025 | Ingram Micro | INGM | Downgrade | Underweight (Neutral) |
22.71 (22.06) |
-2.86% | Details | |
| 12/12/2025 | Costco Wholesale | COST | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/12/2025 | CIENA | CIEN | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | HP, Inc. | HPQ | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/25/2025 | Keysight Technologies | KEYS | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/13/2025 | Cisco | CSCO | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Costco Wholesale | COST | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | Super Micro Computer | SMCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/5/2025 | NetApp | NTAP | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/4/2025 | Qualcomm | QCOM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/4/2025 | Fabrinet | FN | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/3/2025 | Jamf Holding Corp. | JAMF | Downgrade | Neutral (Overweight) |
12.85 (13.05) |
1.56% | Details | |
| 10/31/2025 | Calix | CALX | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Teradyne | TER | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Teradyne | TER | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | TE Connectivity | TEL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | TE Connectivity | TEL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Flextronics | FLEX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Flextronics | FLEX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Logitech International | LOGI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | Corning | GLW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Celestica | CLS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/28/2025 | F5 Networks | FFIV | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/24/2025 | Super Micro Computer | SMCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | Amphenol | APH | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/22/2025 | HP, Inc. | HPQ | Downgrade | Neutral (Overweight) |
28.16 (19.46) |
-30.89% | Details | |
| 10/8/2025 | Dell | DELL | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/29/2025 | HP Enterprise | HPE | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/29/2025 | Dell | DELL | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/26/2025 | Costco Wholesale | COST | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/19/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2025 | Celestica | CLS | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/5/2025 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | HP, Inc. | HPQ | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Fabrinet | FN | Upgrade | Overweight (Neutral) |
294.35 (489.38) |
66.26% | Details | |
| 8/14/2025 | Cisco | CSCO | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2025 | Costco Wholesale | COST | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | Axon Enterprise | AXON | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | Teradyne | TER | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | F5 Networks | FFIV | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2025 | Corning | GLW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Celestica | CLS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2025 | TE Connectivity | TEL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2025 | Amphenol | APH | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/17/2025 | Teradyne | TER | Downgrade | Neutral (Overweight) |
91.98 (273.05) |
196.86% | Details | |
| 7/17/2025 | HP Enterprise | HPE | New Coverage | Overweight (N/A) |
20.35 (21.13) |
3.83% | Details | |
| 7/10/2025 | Costco Wholesale | COST | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2025 | Jabil | JBL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/12/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2025 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2025 | Costco Wholesale | COST | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/30/2025 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | NetApp | NTAP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2025 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2025 | Luminar Technologies | LAZR | Downgrade | Neutral (Overweight) |
4.53 (2.11) |
-53.42% | Details | |
| 5/9/2025 | Sensata Technologies | ST | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/9/2025 | Wolfspeed | WOLF | Downgrade | Underweight (Neutral) |
4.43 (16.57) |
274.04% | Details | |
| 5/8/2025 | Flext Ltd. | FLEX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | Costco | COST | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | Coherent | COHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | CDW Corporation | CDW | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2025 | Super Micro Computer | SMCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2025 | Lumentum | LITE | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2025 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2025 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2025 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | Corning | GLW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2025 | Celestica | CLS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | TE Connectivity | TEL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | Amphenol | APH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2025 | Calix | CALX | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/14/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Penguin Solutions | PENG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/7/2025 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2025 | Penguin Solutions | PENG | New Coverage | Neutral (N/A) |
17.46 (18.26) |
4.58% | Details | |
| 3/21/2025 | Jabil | JBL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/21/2025 | Luminar Technologies | LAZR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2025 | Super Micro Computer | SMCI | Upgrade | Neutral (Underweight) |
39.10 (31.31) |
-19.92% | Details | |
| 3/17/2025 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2025 | Jabil | JBL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/6/2025 | Logitech International | LOGI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2025 | Ingram Micro | INGM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/28/2025 | NetApp | NTAP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2025 | CommScope Holding | COMM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/26/2025 | Axon Enterprise | AXON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | Celestica | CLS | New Coverage | Overweight (N/A) |
125.02 (249.52) |
99.58% | Details | |
| 2/20/2025 | Garmin Ltd. | GRMN | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/13/2025 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | Sensata Technologies | ST | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/11/2025 | Super Micro Computer | SMCI | Maintain | Underweight (N/A) |
|
Details | ||
| 2/11/2025 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | Mobileye N.V | MBLY | Maintain | Underweight (N/A) |
|
Details | ||
| 2/10/2025 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2025 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | Fabrinet | FN | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/31/2025 | Calix | CALX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2025 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | Logitech International | LOGI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/28/2025 | Mobileye N.V | MBLY | Maintain | Underweight (N/A) |
|
Details | ||
| 1/28/2025 | CIENA | CIEN | Upgrade | Overweight (Neutral) |
76.29 (294.17) |
285.59% | Details | |
| 1/27/2025 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2025 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2025 | CommScope Holding | COMM | Upgrade | Neutral (Underweight) |
4.92 (19.58) |
297.97% | Details | |
| 12/31/2024 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2024 | Teradyne | TER | Upgrade | Overweight (Neutral) |
123.22 (273.05) |
121.6% | Details | |
| 12/16/2024 | Keysight Technologies | KEYS | Upgrade | Overweight (Neutral) |
166.50 (272.43) |
63.62% | Details | |
| 12/16/2024 | NetApp | NTAP | Upgrade | Overweight (Neutral) |
121.95 (101.06) |
-17.13% | Details | |
| 12/16/2024 | CIENA | CIEN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | CIENA | CIEN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Ingram Micro | INGM | New Coverage | Neutral (N/A) |
22.78 (22.71) |
-0.31% | Details | |
| 11/20/2024 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | Cisco | CSCO | Upgrade | Overweight (Neutral) |
58.06 (78.64) |
35.45% | Details | |
| 11/8/2024 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Axon Enterprise | AXON | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2024 | Super Micro Computer | SMCI | Downgrade | Underweight (Neutral) |
27.70 (39.10) |
41.16% | Details | |
| 11/5/2024 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 11/5/2024 | NetApp | NTAP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2024 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | CDW Corporation | CDW | Downgrade | Neutral (Overweight) |
217.01 (123.42) |
-43.13% | Details | |
| 10/21/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Mobileye N.V | MBLY | Downgrade | Underweight (Neutral) |
12.93 (11.51) |
-10.98% | Details | |
| 10/7/2024 | CIENA | CIEN | Downgrade | Neutral (Overweight) |
66.69 (76.29) |
14.39% | Details | |
| 10/4/2024 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 10/2/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2024 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2024 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2024 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2024 | Keysight Technologies | KEYS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2024 | Luminar Technologies | LAZR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2024 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2024 | Infinera Corp. | INFN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/5/2024 | Super Micro Computer | SMCI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Mobileye N.V | MBLY | Downgrade | Neutral (Overweight) |
20.84 (12.93) |
-37.96% | Details | |
| 7/30/2024 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2024 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2024 | Calix | CALX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2024 | Logitech International | LOGI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2024 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2024 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2024 | NetApp | NTAP | Upgrade | Neutral (Underweight) |
117.50 (101.06) |
-13.99% | Details | |
| 5/30/2024 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | Corning | GLW | Upgrade | Overweight (Neutral) |
35.55 (123.29) |
246.81% | Details | |
| 5/28/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2024 | Keysight Technologies | KEYS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2024 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | Corning | GLW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | Logitech International | LOGI | Downgrade | Neutral (Overweight) |
78.39 (92.18) |
17.59% | Details | |
| 4/25/2024 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | Cisco | CSCO | New Coverage | Neutral (N/A) |
48.32 (58.06) |
20.16% | Details | |
| 4/11/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2024 | Luminar Technologies | LAZR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2024 | Innoviz Technologies | INVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2024 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2024 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2024 | CommScope Holding | COMM | Downgrade | Underweight (Neutral) |
1.16 (4.92) |
324.14% | Details | |
| 3/1/2024 | NetApp | NTAP | Maintain | Underweight (N/A) |
|
Details | ||
| 3/1/2024 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2024 | Axon Enterprise | AXON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2024 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | Keysight Technologies | KEYS | Downgrade | Neutral (Overweight) |
154.89 (272.43) |
75.89% | Details | |
| 2/15/2024 | Teradyne | TER | Upgrade | Neutral (Underweight) |
101.57 (273.05) |
168.83% | Details | |
| 2/12/2024 | TELUS Corporation | TU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | CDW Corporation | CDW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Sensata Technologies | ST | Maintain | Underweight (N/A) |
|
Details | ||
| 2/7/2024 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2024 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | Logitech International | LOGI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Sensata Technologies | ST | Downgrade | Underweight (Neutral) |
36.22 (32.98) |
-8.95% | Details | |
| 1/8/2024 | NetApp | NTAP | Downgrade | Underweight (Neutral) |
85.07 (117.50) |
38.12% | Details | |
| 1/8/2024 | Garmin Ltd. | GRMN | Downgrade | Neutral (Overweight) |
122.85 (243.48) |
98.19% | Details | |
| 1/8/2024 | Fabrinet | FN | Downgrade | Neutral (Overweight) |
184.29 (294.35) |
59.72% | Details | |
| 1/8/2024 | Dell | DELL | Upgrade | Overweight (Neutral) |
75.84 (146.48) |
93.14% | Details | |
| 12/18/2023 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2023 | Dell | DELL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2023 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/20/2023 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Axon Enterprise | AXON | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Garmin Ltd. | GRMN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | Corning | GLW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | Calix | CALX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | Logitech International | LOGI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2023 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2023 | Juniper Networks | JNPR | Downgrade | Neutral (Overweight) |
26.61 (39.95) |
50.13% | Details | |
| 10/10/2023 | Corning | GLW | Downgrade | Neutral (Overweight) |
29.58 (35.55) |
20.18% | Details | |
| 10/9/2023 | Cambium Networks Corp. | CMBM | Maintain | Underweight (N/A) |
|
Details | ||
| 10/2/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2023 | Jabil | JBL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2023 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2023 | HP, Inc. | HPQ | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2023 | Amphenol | APH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2023 | Fabrinet | FN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/18/2023 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Garmin Ltd. | GRMN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | CDW Corporation | CDW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Cambium Networks Corp. | CMBM | Downgrade | Underweight (Neutral) |
16.26 (1.17) |
-92.8% | Details | |
| 8/1/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2023 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Juniper Networks | JNPR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2023 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Cisco | CSCO | Upgrade | Overweight (Neutral) |
51.24 (48.32) |
-5.7% | Details | |
| 7/17/2023 | TELUS Corporation | TU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/5/2023 | Motorola Solutions Inc. | MSI | New Coverage | Overweight (N/A) |
293.28 (460.76) |
57.11% | Details | |
| 7/5/2023 | Logitech International | LOGI | New Coverage | Overweight (N/A) |
59.40 (78.39) |
31.97% | Details | |
| 7/5/2023 | Jabil | JBL | New Coverage | Overweight (N/A) |
107.93 (241.09) |
123.38% | Details | |
| 7/5/2023 | Garmin Ltd. | GRMN | New Coverage | Overweight (N/A) |
104.29 (243.48) |
133.46% | Details | |
| 7/5/2023 | Flextronics | FLEX | New Coverage | Overweight (N/A) |
27.64 (59.91) |
116.75% | Details | |
| 7/5/2023 | Axon Enterprise | AXON | New Coverage | Overweight (N/A) |
195.12 (574.01) |
194.18% | Details | |
| 6/27/2023 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2023 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2023 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2023 | Calix | CALX | New Coverage | Neutral (N/A) |
45.93 (54.96) |
19.66% | Details | |
| 5/9/2023 | Fabrinet | FN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2023 | NetApp | NTAP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | TELUS Corporation | TU | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | CDW Corporation | CDW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Teradyne | TER | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2023 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2023 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Fabrinet | FN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | CDW Corporation | CDW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Cambium Networks Corp. | CMBM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Lumentum | LITE | Upgrade | Overweight (Neutral) |
45.63 (558.44) |
1123.84% | Details | |
| 4/17/2023 | Wolfspeed | WOLF | Downgrade | Neutral (Overweight) |
56.85 (4.43) |
-92.21% | Details | |
| 4/17/2023 | Teradyne | TER | Downgrade | Underweight (Neutral) |
101.94 (101.57) |
-0.36% | Details | |
| 4/17/2023 | Cepton Inc. | CPTN | Downgrade | Underweight (Neutral) |
0.39 (3.25) |
733.33% | Details | |
| 4/17/2023 | HP, Inc. | HPQ | Upgrade | Overweight (Neutral) |
29.90 (28.16) |
-5.82% | Details | |
| 4/17/2023 | Dell | DELL | Downgrade | Neutral (Overweight) |
42.65 (146.48) |
243.45% | Details | |
| 4/13/2023 | National Instruments | NATI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2023 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2023 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2023 | Luminar Technologies | LAZR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2023 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2023 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | Mobileye N.V | MBLY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2023 | Luminar Technologies | LAZR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2023 | Mobileye N.V | MBLY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2023 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2023 | NetApp | NTAP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2023 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2023 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2023 | Infinera Corp. | INFN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/19/2023 | Fabrinet | FN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2023 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Viavi Solutions | VIAV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2022 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | NetApp | NTAP | Downgrade | Neutral (Overweight) |
60.32 (101.06) |
67.54% | Details | |
| 12/20/2022 | Luminar Technologies | LAZR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Lumentum | LITE | Downgrade | Neutral (Overweight) |
52.09 (558.44) |
972.07% | Details | |
| 12/20/2022 | Juniper Networks | JNPR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Innoviz Technologies | INVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Fabrinet | FN | Upgrade | Overweight (Neutral) |
125.16 (489.38) |
291% | Details | |
| 12/20/2022 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2022 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2022 | Coherent | COHR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | CDW Corporation | CDW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | Cambium Networks Corp. | CMBM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2022 | TELUS Corporation | TU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2022 | Mobileye N.V | MBLY | New Coverage | Overweight (N/A) |
33.70 (8.01) |
-76.23% | Details | |
| 12/8/2022 | CIENA | CIEN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2022 | NetApp | NTAP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | TELUS Corporation | TU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2022 | Cambium Networks Corp. | CMBM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Wolfspeed | WOLF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2022 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Wolfspeed | WOLF | Upgrade | Overweight (Neutral) |
101.86 (16.57) |
-83.73% | Details | |
| 10/10/2022 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2022 | TE Connectivity | TEL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2022 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2022 | National Instruments | NATI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2022 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2022 | Amphenol | APH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2022 | Velodyne Lidar, Inc. | VLDR | New Coverage | Underweight (N/A) |
1.13 (1.26) |
11.5% | Details | |
| 9/20/2022 | Innoviz Technologies | INVZ | New Coverage | Overweight (N/A) |
5.45 (0.82) |
-84.95% | Details | |
| 9/20/2022 | Luminar Technologies | LAZR | New Coverage | Overweight (N/A) |
8.93 (4.53) |
-49.27% | Details | |
| 9/20/2022 | Cepton Inc. | CPTN | New Coverage | Neutral (N/A) |
1.64 (3.25) |
98.17% | Details | |
| 9/6/2022 | CIENA | CIEN | Downgrade | Neutral (Overweight) |
45.48 (66.69) |
46.64% | Details | |
| 8/29/2022 | NetApp | NTAP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2022 | TE Connectivity | TEL | Downgrade | Neutral (Overweight) |
113.01 (205.85) |
82.15% | Details | |
| 7/14/2022 | Juniper Networks | JNPR | Upgrade | Overweight (Neutral) |
28.37 (39.95) |
40.82% | Details | |
| 7/14/2022 | F5 Networks | FFIV | Downgrade | Neutral (Overweight) |
149.98 (267.45) |
78.32% | Details | |
| 7/14/2022 | Cisco | CSCO | Downgrade | Neutral (Overweight) |
42.86 (78.64) |
83.48% | Details | |
| 7/14/2022 | CDW Corporation | CDW | Upgrade | Overweight (Neutral) |
158.20 (217.01) |
37.17% | Details | |
| 7/14/2022 | Amphenol | APH | Upgrade | Overweight (Neutral) |
64.38 (131.87) |
104.83% | Details | |
| 7/5/2022 | Teradyne | TER | New Coverage | Neutral (N/A) |
89.55 (273.05) |
204.91% | Details | |
| 6/16/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | NetApp | NTAP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | Avaya Holdings | AVYA | Downgrade | Underweight (Neutral) |
8.22 (0.28) |
-96.59% | Details | |
| 5/5/2022 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2022 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2022 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2022 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/18/2022 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Lumentum | LITE | Upgrade | Overweight (Neutral) |
98.52 (558.44) |
466.83% | Details | |
| 1/20/2022 | Viavi Solutions | VIAV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2022 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2022 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2022 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2022 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2022 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2022 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2022 | Cambium Networks Corp. | CMBM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | NetApp | NTAP | Upgrade | Overweight (Neutral) |
89.31 (101.06) |
13.16% | Details | |
| 12/13/2021 | National Instruments | NATI | Upgrade | Neutral (Underweight) |
43.00 (59.98) |
39.49% | Details | |
| 12/13/2021 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2021 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | CommScope Holding | COMM | Downgrade | Neutral (Overweight) |
11.22 (19.58) |
74.51% | Details | |
| 12/13/2021 | Cambium Networks Corp. | CMBM | Downgrade | Neutral (Overweight) |
25.03 (1.17) |
-95.33% | Details | |
| 12/13/2021 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | Amphenol | APH | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2021 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Great Wolf Resorts | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Viavi Solutions | VIAV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Fabrinet | FN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | CommScope Holding | COMM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | TE Connectivity | TEL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Amphenol | APH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Infinera Corp. | INFN | Downgrade | Underweight (Neutral) |
8.26 (6.64) |
-19.61% | Details | |
| 10/18/2021 | Sensata Technologies | ST | Downgrade | Neutral (Overweight) |
58.08 (32.98) |
-43.22% | Details | |
| 10/11/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2021 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2021 | Lumentum | LITE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2021 | Viavi Solutions | VIAV | Downgrade | Neutral (Overweight) |
16.76 (27.88) |
66.35% | Details | |
| 7/14/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2021 | Infinera Corp. | INFN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2021 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2021 | Lumentum | LITE | New Coverage | Neutral (N/A) |
68.24 (98.52) |
44.37% | Details | |
| 4/19/2021 | Corning | GLW | Upgrade | Overweight (Neutral) |
45.90 (123.29) |
168.61% | Details | |
| 3/17/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2021 | Cisco | CSCO | Upgrade | Overweight (Neutral) |
45.13 (78.64) |
74.25% | Details | |
| 3/4/2021 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2021 | Sensata Technologies | ST | Upgrade | Overweight (Neutral) |
59.31 (32.98) |
-44.39% | Details | |
| 3/3/2021 | Casa Sytems, Inc. | CASA | Upgrade | Neutral (Underweight) |
8.49 (0.04) |
-99.53% | Details | |
| 2/1/2021 | National Instruments | NATI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/25/2021 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2021 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2021 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 12/29/2020 | Amphenol | APH | New Coverage | Neutral (N/A) |
129.17 (131.87) |
2.09% | Details | |
| 12/11/2020 | Juniper Networks | JNPR | Downgrade | Neutral (Overweight) |
21.90 (39.95) |
82.42% | Details | |
| 12/11/2020 | Corning | GLW | Downgrade | Neutral (Overweight) |
37.66 (123.29) |
227.38% | Details | |
| 12/11/2020 | CommScope Holding | COMM | Upgrade | Overweight (Neutral) |
12.99 (19.58) |
50.73% | Details | |
| 12/7/2020 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2020 | F5 Networks | FFIV | New Coverage | Overweight (N/A) |
157.12 (286.22) |
82.17% | Details | |
| 10/8/2020 | National Instruments | NATI | Downgrade | Underweight (Neutral) |
36.04 (59.98) |
66.43% | Details | |
| 10/8/2020 | Arista Networks | ANET | Upgrade | Overweight (Neutral) |
206.80 (132.89) |
-35.74% | Details | |
| 10/8/2020 | NeoPhotonics | NPTN | Downgrade | Neutral (Overweight) |
6.64 (16.01) |
141.11% | Details | |
| 9/1/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2020 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2020 | Corning | GLW | Upgrade | Overweight (Neutral) |
27.36 (123.29) |
350.62% | Details | |
| 7/16/2020 | Cisco | CSCO | Downgrade | Neutral (Overweight) |
46.26 (78.64) |
70% | Details | |
| 6/26/2020 | Keysight Technologies | KEYS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2020 | Viavi Solutions | VIAV | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2020 | Viavi Solutions | VIAV | Upgrade | Overweight (Neutral) |
11.59 (16.76) |
44.61% | Details | |
| 6/1/2020 | Harmonic Inc. | HLIT | Maintain | Neutral (Overweight) |
|
Details | ||
| 6/1/2020 | Keysight Technologies | KEYS | Upgrade | Overweight (Neutral) |
108.13 (154.89) |
43.24% | Details | |
| 5/28/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2020 | CommScope Holding | COMM | Downgrade | Neutral (Overweight) |
9.80 (19.58) |
99.8% | Details | |
| 4/20/2020 | Juniper Networks | JNPR | Upgrade | Overweight (Neutral) |
21.94 (39.95) |
82.09% | Details | |
| 4/14/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2020 | National Instruments | NATI | New Coverage | Neutral (N/A) |
35.66 (59.98) |
68.2% | Details | |
| 4/14/2020 | Casa Sytems, Inc. | CASA | New Coverage | Underweight (N/A) |
4.01 (0.04) |
-99% | Details | |
| 4/14/2020 | Harmonic Inc. | HLIT | New Coverage | Overweight (N/A) |
6.07 (9.38) |
54.53% | Details | |
| 4/14/2020 | Keysight Technologies | KEYS | New Coverage | Neutral (N/A) |
92.10 (272.43) |
195.8% | Details | |
| 4/14/2020 | Extreme Networks | EXTR | New Coverage | Neutral (N/A) |
2.86 (13.98) |
388.81% | Details | |
| 4/14/2020 | NeoPhotonics | NPTN | New Coverage | Overweight (N/A) |
7.73 (16.01) |
107.12% | Details | |
| 4/8/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2020 | Arista Networks | ANET | Upgrade | Neutral (Underweight) |
191.75 (132.89) |
-30.7% | Details | |
| 2/18/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2020 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2020 | Sensata Technologies | ST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2020 | Amphenol | APH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2020 | TE Connectivity | TEL | Upgrade | Overweight (Neutral) |
99.50 (205.85) |
106.88% | Details | |
| 1/13/2020 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/26/2019 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Infinera Corp. | INFN | Upgrade | Neutral (Underweight) |
5.26 (6.64) |
26.24% | Details | |
| 11/1/2019 | Lumentum | LITE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Arista Networks | ANET | Downgrade | Underweight (Neutral) |
246.27 (191.75) |
-22.14% | Details | |
| 10/31/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2019 | TE Connectivity | TEL | New Coverage | Neutral (N/A) |
92.81 (205.85) |
121.8% | Details | |
| 10/22/2019 | Amphenol | APH | New Coverage | Neutral (N/A) |
99.00 (131.87) |
33.2% | Details | |
| 10/22/2019 | Applied Optoelectronics | AAOI | Downgrade | Underweight (Neutral) |
10.85 (95.58) |
780.92% | Details | |
| 10/22/2019 | Juniper Networks | JNPR | Upgrade | Neutral (Underweight) |
23.90 (39.95) |
67.15% | Details | |
| 9/30/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2019 | Corning | GLW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2019 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/9/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2019 | Infinera Corp. | INFN | Downgrade | Underweight (Neutral) |
3.22 (6.64) |
106.21% | Details | |
| 5/1/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2019 | Corning | GLW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2019 | Sensata Technologies | ST | Downgrade | Neutral (Overweight) |
51.25 (32.98) |
-35.65% | Details | |
| 4/22/2019 | Viavi Solutions | VIAV | Upgrade | Neutral (Underweight) |
12.69 (27.88) |
119.7% | Details | |
| 4/22/2019 | CommScope Holding | COMM | New Coverage | Overweight (N/A) |
26.01 (19.58) |
-24.72% | Details | |
| 4/17/2019 | Qualcomm | QCOM | Upgrade | Overweight (Neutral) |
57.18 (135.69) |
137.3% | Details | |
| 3/27/2019 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
56.64 (57.18) |
0.95% | Details | |
| 3/26/2019 | Apple | AAPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/22/2019 | CIENA | CIEN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2019 | Lumentum | LITE | Upgrade | Overweight (Neutral) |
49.66 (558.44) |
1024.53% | Details | |
| 3/12/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2019 | F5 Networks | FFIV | Downgrade | Neutral (Overweight) |
157.99 (286.22) |
81.16% | Details | |
| 2/20/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2019 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2018 | Apple | AAPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2018 | Lumentum | LITE | Downgrade | Neutral (Overweight) |
55.95 (49.66) |
-11.24% | Details | |
| 10/11/2018 | Lumentum | LITE | Upgrade | Overweight (Neutral) |
55.58 (55.95) |
0.67% | Details | |
| 9/27/2018 | Apple | AAPL | New Coverage | Overweight (N/A) |
55.11 (257.46) |
367.17% | Details | |
| 9/18/2018 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/31/2018 | CIENA | CIEN | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/30/2018 | CIENA | CIEN | Maintain | Overweight (Overweight) |
|
Details |
