Ratings by TD Cowen (Sean O'Loughlin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2026 | Semtech Corp. | SMTC | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2026 | Credo Tech | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Lumentum | LITE | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2026 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2026 | Lumentum | LITE | New Coverage | Hold (N/A) |
672.00 (802.01) |
19.35% | Details | |
| 3/11/2026 | Arista Networks | ANET | New Coverage | Buy (N/A) |
139.62 (186.96) |
33.91% | Details | |
| 3/11/2026 | CIENA | CIEN | New Coverage | Buy (N/A) |
337.36 (460.72) |
36.57% | Details | |
| 3/11/2026 | Coherent | COHR | New Coverage | Buy (N/A) |
260.64 (324.50) |
24.5% | Details | |
| 2/6/2026 | MACOM Technology Solutions | MTSI | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | MACOM Technology Solutions | MTSI | Maintain | (N/A) |
|
Details | ||
| 11/7/2025 | MACOM Technology Solutions | MTSI | Maintain | (N/A) |
|
Details | ||
| 11/5/2025 | Astera Labs | ALAB | Maintain | (N/A) |
|
Details | ||
| 9/30/2025 | Broadcom Limited | AVGO | New Coverage | Buy (N/A) |
327.90 (399.97) |
21.98% | Details | |
| 9/30/2025 | Astera Labs | ALAB | New Coverage | Hold (N/A) |
198.80 (412.97) |
107.73% | Details | |
| 9/30/2025 | Semtech Corp. | SMTC | New Coverage | Buy (N/A) |
61.98 (136.13) |
119.64% | Details | |
| 9/30/2025 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
146.01 (257.79) |
76.56% | Details | |
| 9/30/2025 | MACOM Technology Solutions | MTSI | New Coverage | Buy (N/A) |
123.29 (308.52) |
150.24% | Details |
