Ratings by Barclays (Tim Long)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
3/6/2026 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
3/3/2026 Apple AAPL Maintain Underweight
(Underweight)
 
 
  Details
2/27/2026 NetApp NTAP Maintain Overweight
(Overweight)
 
 
  Details
2/27/2026 Dell DELL Maintain Overweight
(Overweight)
 
 
  Details
2/26/2026 Pure Storage PSTG Maintain Equalweight
(N/A)
 
 
  Details
2/26/2026 Nutanix NTNX Maintain Equalweight
(N/A)
 
 
  Details
2/25/2026 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
2/25/2026 Axon Enterprise AXON Maintain Overweight
(Overweight)
 
 
  Details
2/24/2026 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
2/19/2026 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
2/13/2026 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
2/12/2026 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
2/9/2026 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
2/4/2026 Super Micro Computer SMCI Maintain Equalweight
(N/A)
 
 
  Details
2/3/2026 Fabrinet FN Maintain Overweight
(N/A)
 
 
  Details
1/30/2026 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
1/29/2026 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
1/28/2026 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
1/28/2026 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
1/16/2026 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
1/16/2026 Logitech International LOGI Downgrade Equalweight
(Overweight)
96.74
(92.18)
-4.71% Details
1/16/2026 HP, Inc. HPQ Downgrade Underweight
(Equalweight)
20.77
(19.46)
-6.31% Details
1/16/2026 Garmin Ltd. GRMN Upgrade Equalweight
(Underweight)
211.52
(243.48)
15.11% Details
1/15/2026 Nutanix NTNX Downgrade Equalweight
(Overweight)
52.61
(39.83)
-24.29% Details
1/15/2026 Dell DELL Upgrade Overweight
(Equalweight)
119.66
(146.48)
22.41% Details
1/14/2026 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
1/9/2026 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
12/18/2025 Jabil JBL Maintain Overweight
(N/A)
 
 
  Details
12/12/2025 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
12/5/2025 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
12/3/2025 Pure Storage PSTG Maintain Equalweight
(N/A)
 
 
  Details
12/1/2025 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
12/1/2025 American Tower AMT Downgrade Equalweight
(Overweight)
181.24
(188.59)
4.06% Details
11/28/2025 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
11/26/2025 NetApp NTAP Maintain Overweight
(N/A)
 
 
  Details
11/26/2025 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
11/26/2025 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
11/25/2025 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
11/17/2025 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
11/17/2025 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
11/13/2025 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
11/11/2025 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
11/6/2025 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
11/5/2025 Harmonic Inc. HLIT Maintain Equalweight
(N/A)
 
 
  Details
11/5/2025 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
11/3/2025 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
10/31/2025 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
10/30/2025 Garmin Ltd. GRMN Maintain Underweight
(N/A)
 
 
  Details
10/30/2025 Garmin Ltd. GRMN Maintain Underweight
(N/A)
 
 
  Details
10/29/2025 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
10/29/2025 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
10/29/2025 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
10/28/2025 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
10/27/2025 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
10/17/2025 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
10/16/2025 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
10/8/2025 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
9/26/2025 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
9/26/2025 Jabil JBL Maintain Overweight
(N/A)
 
 
  Details
9/17/2025 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
9/15/2025 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
9/12/2025 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
9/11/2025 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
9/4/2025 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
8/29/2025 Pure Storage PSTG Maintain Equalweight
(N/A)
 
 
  Details
8/29/2025 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
8/28/2025 Seagate Technology STX Maintain Equalweight
(Equalweight)
 
 
  Details
8/28/2025 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
8/28/2025 NetApp NTAP Maintain Overweight
(N/A)
 
 
  Details
8/28/2025 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
8/25/2025 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
8/20/2025 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
8/20/2025 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
8/20/2025 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
8/18/2025 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
8/14/2025 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
8/8/2025 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
8/6/2025 Zebra Technologies ZBRA Maintain Equalweight
(N/A)
 
 
  Details
8/6/2025 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
8/5/2025 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
8/1/2025 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
7/31/2025 Garmin Ltd. GRMN Maintain Underweight
(N/A)
 
 
  Details
7/31/2025 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
7/30/2025 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
7/30/2025 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
7/30/2025 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
7/29/2025 Harmonic Inc. HLIT Maintain Equalweight
(N/A)
 
 
  Details
7/24/2025 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
7/23/2025 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
7/23/2025 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
7/11/2025 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
7/3/2025 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
6/24/2025 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
6/17/2025 Jabil JBL Maintain Overweight
(N/A)
 
 
  Details
6/9/2025 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
6/6/2025 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
6/4/2025 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
5/30/2025 NetApp NTAP Maintain Overweight
(N/A)
 
 
  Details
5/30/2025 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
5/29/2025 Pure Storage PSTG Maintain Equalweight
(N/A)
 
 
  Details
5/29/2025 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
5/27/2025 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
5/15/2025 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
5/12/2025 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
5/8/2025 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
5/7/2025 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
5/5/2025 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
5/5/2025 Juniper Networks JNPR Maintain Equalweight
(N/A)
 
 
  Details
5/1/2025 Garmin Ltd. GRMN Maintain Underweight
(N/A)
 
 
  Details
4/30/2025 Zebra Technologies ZBRA Maintain Equalweight
(N/A)
 
 
  Details
4/30/2025 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
4/30/2025 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
4/30/2025 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
4/30/2025 NetApp NTAP Upgrade Overweight
(Equalweight)
88.00
(101.06)
14.84% Details
4/29/2025 SBA Communications SBAC Maintain Overweight
(Overweight)
 
 
  Details
4/29/2025 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
4/11/2025 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
3/27/2025 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
3/21/2025 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
3/21/2025 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
3/20/2025 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
3/20/2025 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
3/12/2025 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
3/7/2025 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
3/3/2025 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
2/27/2025 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
2/27/2025 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
2/21/2025 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
2/20/2025 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
2/19/2025 Garmin Ltd. GRMN Maintain Underweight
(N/A)
 
 
  Details
2/19/2025 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
2/14/2025 Zebra Technologies ZBRA Maintain Equalweight
(N/A)
 
 
  Details
2/13/2025 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
2/13/2025 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
2/10/2025 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
2/5/2025 Juniper Networks JNPR Maintain Equalweight
(N/A)
 
 
  Details
1/31/2025 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
1/29/2025 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
1/29/2025 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
1/29/2025 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
1/28/2025 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
1/9/2025 Harmonic Inc. HLIT Downgrade Equalweight
(Overweight)
13.24
(9.38)
-29.15% Details
12/12/2024 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
12/6/2024 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
12/5/2024 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
12/4/2024 Pure Storage PSTG Maintain Equalweight
(N/A)
 
 
  Details
11/22/2024 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
11/20/2024 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
11/18/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
11/18/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
11/18/2024 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
11/18/2024 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
11/14/2024 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
11/11/2024 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
11/11/2024 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
11/7/2024 Cencora Inc COR Maintain Overweight
(N/A)
 
 
  Details
11/4/2024 Keysight Technologies KEYS Upgrade Overweight
(Equalweight)
149.01
(272.43)
82.83% Details
11/1/2024 Juniper Networks JNPR Maintain Equalweight
(N/A)
 
 
  Details
11/1/2024 Garmin Ltd. GRMN Maintain Underweight
(N/A)
 
 
  Details
11/1/2024 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
11/1/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
10/31/2024 Zebra Technologies ZBRA Maintain Equalweight
(N/A)
 
 
  Details
10/29/2024 Corning GLW Maintain Overweight
(N/A)
 
 
  Details
10/29/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
10/29/2024 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
10/29/2024 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
10/28/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
10/25/2024 Western Digital Corp. WDC Maintain Overweight
(N/A)
 
 
  Details
10/23/2024 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
10/10/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
10/10/2024 Digital Realty Trust DLR Maintain Underweight
(Underweight)
 
 
  Details
10/10/2024 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
10/10/2024 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
10/1/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
9/27/2024 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
9/25/2024 HP Enterprise HPE Upgrade Overweight
(Equalweight)
18.83
(21.13)
12.21% Details
9/23/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
9/16/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
9/13/2024 Garmin Ltd. GRMN Downgrade Underweight
(Equalweight)
182.76
(243.48)
33.22% Details
9/4/2024 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
8/30/2024 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
8/29/2024 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
8/29/2024 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
8/29/2024 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
8/27/2024 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
8/21/2024 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
8/20/2024 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
8/15/2024 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
8/13/2024 Dell DELL Upgrade Equalweight
(Underweight)
92.55
(146.48)
58.27% Details
8/7/2024 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
8/2/2024 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
8/2/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
8/1/2024 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
7/31/2024 Zebra Technologies ZBRA Maintain Equalweight
(N/A)
 
 
  Details
7/31/2024 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
7/31/2024 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
7/30/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
7/30/2024 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
7/30/2024 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
7/26/2024 Juniper Networks JNPR Maintain Equalweight
(N/A)
 
 
  Details
7/24/2024 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
7/24/2024 Logitech International LOGI Maintain Overweight
(Overweight)
 
 
  Details
7/24/2024 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
7/24/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
7/11/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
6/26/2024 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
6/11/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
6/7/2024 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
6/5/2024 HP Enterprise HPE Maintain Equalweight
(Equalweight)
 
 
  Details
5/31/2024 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
5/31/2024 Dell DELL Maintain Underweight
(N/A)
 
 
  Details
5/30/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
5/30/2024 Pure Storage PSTG Maintain Equalweight
(N/A)
 
 
  Details
5/30/2024 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
5/30/2024 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
5/30/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
5/30/2024 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
5/30/2024 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
5/24/2024 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
5/21/2024 Pure Storage PSTG Downgrade Equalweight
(Overweight)
59.15
(60.90)
2.96% Details
5/21/2024 HP, Inc. HPQ Upgrade Equalweight
(Underweight)
31.19
(19.46)
-37.61% Details
5/21/2024 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
5/21/2024 Dell DELL Maintain Underweight
(N/A)
 
 
  Details
5/17/2024 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
5/13/2024 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
5/9/2024 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
5/8/2024 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
5/3/2024 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
5/3/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
5/2/2024 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
5/1/2024 Zebra Technologies ZBRA Maintain Equalweight
(N/A)
 
 
  Details
5/1/2024 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
5/1/2024 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
4/30/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
4/30/2024 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
4/23/2024 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
4/22/2024 Western Digital Corp. WDC Maintain Overweight
(N/A)
 
 
  Details
4/22/2024 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
4/18/2024 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
4/17/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
4/17/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
4/2/2024 Zebra Technologies ZBRA New Coverage Equalweight
(N/A)
301.44
(301.94)
0.17% Details
3/27/2024 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
3/5/2024 SBA Communications SBAC Maintain Overweight
(Overweight)
 
 
  Details
3/5/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
3/5/2024 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
3/5/2024 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
3/4/2024 Dell DELL Maintain Underweight
(N/A)
 
 
  Details
3/1/2024 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
3/1/2024 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
2/29/2024 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
2/29/2024 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
2/29/2024 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
2/29/2024 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
2/22/2024 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
2/21/2024 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
2/15/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
2/15/2024 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
2/13/2024 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
2/12/2024 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
2/9/2024 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
2/2/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
2/2/2024 Apple AAPL Maintain Underweight
(N/A)
 
 
  Details
2/1/2024 Cencora Inc COR Maintain Overweight
(N/A)
 
 
  Details
1/31/2024 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
1/31/2024 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
1/26/2024 Western Digital Corp. WDC Maintain Overweight
(N/A)
 
 
  Details
1/24/2024 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
1/24/2024 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
1/24/2024 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
1/24/2024 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
1/24/2024 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
1/16/2024 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
1/16/2024 Western Digital Corp. WDC Upgrade Overweight
(Equalweight)
50.60
(245.25)
384.68% Details
1/10/2024 Juniper Networks JNPR Downgrade Equalweight
(Overweight)
36.81
(39.95)
8.53% Details
1/10/2024 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
1/2/2024 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
1/2/2024 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
1/2/2024 Apple AAPL Downgrade Underweight
(Equalweight)
193.58
(257.46)
33% Details
12/8/2023 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
11/29/2023 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
11/29/2023 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
11/22/2023 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
11/21/2023 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
11/16/2023 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
11/8/2023 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
11/3/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
11/1/2023 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
10/31/2023 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
10/31/2023 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
10/30/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
10/27/2023 Juniper Networks JNPR Maintain Overweight
(N/A)
 
 
  Details
10/25/2023 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
10/25/2023 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
10/25/2023 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
10/18/2023 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
10/9/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
9/27/2023 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
9/19/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
9/7/2023 Seagate Technology STX Downgrade Equalweight
(Overweight)
70.89
(352.80)
397.67% Details
9/7/2023 Dell DELL Downgrade Underweight
(Equalweight)
68.10
(92.55)
35.9% Details
9/1/2023 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
9/1/2023 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
9/1/2023 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
8/31/2023 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
8/30/2023 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
8/28/2023 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
8/18/2023 Keysight Technologies KEYS Downgrade Equalweight
(Overweight)
150.80
(272.43)
80.66% Details
8/17/2023 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
8/9/2023 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
8/7/2023 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
8/4/2023 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
8/4/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
8/3/2023 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
8/3/2023 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
8/2/2023 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
8/1/2023 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
8/1/2023 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
8/1/2023 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
7/26/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
7/25/2023 F5 Networks FFIV Maintain Equalweight
(N/A)
 
 
  Details
7/24/2023 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
6/28/2023 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
6/7/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
6/7/2023 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
6/2/2023 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
5/31/2023 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
5/25/2023 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
5/18/2023 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
5/17/2023 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
5/10/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
5/10/2023 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
5/9/2023 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
5/8/2023 Ubiquiti UI Maintain Underweight
(N/A)
 
 
  Details
5/5/2023 Uniti Group UNIT Maintain Equalweight
(N/A)
 
 
  Details
5/5/2023 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
5/4/2023 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
5/4/2023 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
5/3/2023 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
5/2/2023 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
5/1/2023 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
5/1/2023 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
4/26/2023 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
4/26/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
4/25/2023 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
4/21/2023 Seagate Technology STX Maintain Overweight
(N/A)
 
 
  Details
4/20/2023 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
4/20/2023 F5 Networks FFIV Downgrade Equalweight
(Overweight)
142.89
(286.22)
100.31% Details
4/4/2023 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
3/29/2023 TD Synnex SNX Maintain Equalweight
(N/A)
 
 
  Details
3/28/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
3/23/2023 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
3/16/2023 Casa Sytems, Inc. CASA Maintain Equalweight
(N/A)
 
 
  Details
3/9/2023 Logitech International LOGI Maintain Overweight
(N/A)
 
 
  Details
3/7/2023 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
3/1/2023 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
2/27/2023 Uniti Group UNIT Maintain Equalweight
(N/A)
 
 
  Details
2/23/2023 Garmin Ltd. GRMN Maintain Equalweight
(N/A)
 
 
  Details
2/23/2023 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
2/22/2023 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
2/22/2023 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
2/15/2023 TD Synnex SNX New Coverage Equalweight
(N/A)
103.31
(156.37)
51.36% Details
2/14/2023 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
2/10/2023 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
2/8/2023 Crown Castle CCI Maintain Equalweight
(N/A)
 
 
  Details
2/8/2023 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
2/3/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
2/1/2023 Juniper Networks JNPR Maintain Overweight
(N/A)
 
 
  Details
1/31/2023 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
1/26/2023 Seagate Technology STX Maintain Overweight
(N/A)
 
 
  Details
1/25/2023 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
1/23/2023 Seagate Technology STX Upgrade Overweight
(Equalweight)
58.19
(352.80)
506.29% Details
1/12/2023 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
1/12/2023 Crown Castle CCI Downgrade Equalweight
(Overweight)
147.10
(84.33)
-42.67% Details
1/10/2023 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
1/10/2023 HP Enterprise HPE Downgrade Equalweight
(Overweight)
17.11
(21.13)
23.5% Details
1/10/2023 Keysight Technologies KEYS Upgrade Overweight
(Equalweight)
175.42
(272.43)
55.3% Details
1/10/2023 NetApp NTAP Downgrade Equalweight
(Overweight)
63.65
(88.00)
38.26% Details
12/19/2022 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
12/9/2022 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
12/1/2022 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
11/30/2022 NetApp NTAP Maintain Overweight
(N/A)
 
 
  Details
11/30/2022 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
11/23/2022 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
11/22/2022 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
11/18/2022 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
11/18/2022 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
11/14/2022 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
11/14/2022 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
11/14/2022 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
11/9/2022 Axon Enterprise AXON Maintain Overweight
(N/A)
 
 
  Details
11/9/2022 Logitech International LOGI New Coverage Overweight
(N/A)
53.44
(92.18)
72.49% Details
11/9/2022 Garmin Ltd. GRMN New Coverage Equalweight
(N/A)
86.58
(182.76)
111.09% Details
11/7/2022 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
11/4/2022 Casa Sytems, Inc. CASA Downgrade Equalweight
(Overweight)
2.84
(0.04)
-98.59% Details
11/4/2022 Uniti Group UNIT Maintain Equalweight
(N/A)
 
 
  Details
11/4/2022 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
11/4/2022 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
11/3/2022 Equinix EQIX Maintain Equalweight
(N/A)
 
 
  Details
11/1/2022 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
11/1/2022 Arista Networks ANET Maintain Overweight
(N/A)
 
 
  Details
10/28/2022 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
10/27/2022 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
10/27/2022 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
10/26/2022 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
10/26/2022 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
10/20/2022 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
10/20/2022 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
10/20/2022 Digital Realty Trust DLR Maintain Underweight
(N/A)
 
 
  Details
10/20/2022 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
10/20/2022 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
10/11/2022 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
9/23/2022 Equinix EQIX Downgrade Equalweight
(Overweight)
620.20
(937.20)
51.11% Details
9/23/2022 Digital Realty Trust DLR Downgrade Underweight
(Equalweight)
108.79
(176.19)
61.95% Details
9/21/2022 Cisco CSCO Downgrade Equalweight
(Overweight)
42.58
(78.64)
84.69% Details
9/21/2022 Arista Networks ANET Upgrade Overweight
(Equalweight)
114.07
(132.89)
16.5% Details
9/19/2022 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
9/15/2022 Axon Enterprise AXON New Coverage Overweight
(N/A)
118.72
(574.01)
383.5% Details
8/31/2022 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
8/29/2022 Nutanix NTNX Maintain Overweight
(N/A)
 
 
  Details
8/26/2022 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
8/26/2022 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
8/26/2022 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
8/26/2022 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
8/25/2022 NetApp NTAP Maintain Overweight
(N/A)
 
 
  Details
8/8/2022 Casa Sytems, Inc. CASA Maintain Overweight
(N/A)
 
 
  Details
8/5/2022 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
8/2/2022 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
8/2/2022 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
7/29/2022 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
7/27/2022 Juniper Networks JNPR Maintain Overweight
(N/A)
 
 
  Details
7/26/2022 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
7/20/2022 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
7/18/2022 Essential Utilities, Inc. WTRG Maintain Overweight
(N/A)
 
 
  Details
7/18/2022 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
7/13/2022 Apple AAPL Maintain Equalweight
(Equalweight)
 
 
  Details
6/30/2022 Nutanix NTNX New Coverage Overweight
(N/A)
14.62
(39.83)
172.44% Details
6/3/2022 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
6/2/2022 NetApp NTAP Maintain Overweight
(N/A)
 
 
  Details
6/2/2022 HP Enterprise HPE Maintain Overweight
(N/A)
 
 
  Details
6/1/2022 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
5/31/2022 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
5/19/2022 Cisco CSCO Maintain Overweight
(N/A)
 
 
  Details
5/13/2022 Switch Inc. SWCH Downgrade Equalweight
(Overweight)
33.54
(34.25)
2.12% Details
5/11/2022 Corning GLW Downgrade Equalweight
(Overweight)
35.76
(123.29)
244.77% Details
5/5/2022 Casa Sytems, Inc. CASA Maintain Overweight
(N/A)
 
 
  Details
5/3/2022 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
5/3/2022 Harmonic Inc. HLIT Maintain Overweight
(N/A)
 
 
  Details
4/29/2022 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
4/29/2022 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
4/27/2022 Corning GLW Maintain Overweight
(N/A)
 
 
  Details
4/26/2022 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
4/21/2022 Harmonic Inc. HLIT Upgrade Overweight
(Equalweight)
8.64
(13.24)
53.24% Details
4/20/2022 Essential Utilities, Inc. WTRG Maintain Overweight
(N/A)
 
 
  Details
4/20/2022 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
4/19/2022 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
4/19/2022 Casa Sytems, Inc. CASA Maintain Overweight
(N/A)
 
 
  Details
3/31/2022 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
3/31/2022 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
3/14/2022 Essential Utilities, Inc. WTRG Maintain Overweight
(N/A)
 
 
  Details
3/11/2022 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
3/10/2022 NetApp NTAP Upgrade Overweight
(Equalweight)
78.92
(101.06)
28.05% Details
3/8/2022 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
3/3/2022 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
2/18/2022 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
2/18/2022 Digital Realty Trust DLR Maintain Equalweight
(N/A)
 
 
  Details
2/15/2022 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
2/10/2022 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
2/10/2022 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
2/10/2022 Digital Realty Trust DLR Maintain Equalweight
(N/A)
 
 
  Details
2/9/2022 Essential Utilities, Inc. WTRG Maintain Overweight
(N/A)
 
 
  Details
2/9/2022 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
2/2/2022 Harmonic Inc. HLIT Maintain Equalweight
(N/A)
 
 
  Details
1/28/2022 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
1/28/2022 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
1/28/2022 Juniper Networks JNPR Maintain Overweight
(N/A)
 
 
  Details
1/28/2022 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
1/27/2022 Corning GLW Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 Switch Inc. SWCH Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 Digital Realty Trust DLR Downgrade Equalweight
(Overweight)
158.95
(176.19)
10.85% Details
1/12/2022 Seagate Technology STX Maintain Equalweight
(N/A)
 
 
  Details
1/4/2022 HP Enterprise HPE Upgrade Overweight
(Equalweight)
15.77
(21.13)
33.99% Details
12/10/2021 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
12/8/2021 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
12/8/2021 Essential Utilities, Inc. WTRG Upgrade Overweight
(Equalweight)
49.90
(39.90)
-20.04% Details
11/16/2021 CoreSite Realty COR Upgrade Equalweight
(Underweight)
166.59
(358.46)
115.17% Details
11/5/2021 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
11/5/2021 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
11/4/2021 Casa Sytems, Inc. CASA Maintain Overweight
(N/A)
 
 
  Details
11/2/2021 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
11/2/2021 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
11/2/2021 Dell DELL New Coverage Equalweight
(N/A)
109.99
(146.48)
33.18% Details
10/29/2021 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
10/29/2021 CoreSite Realty COR Maintain Underweight
(N/A)
 
 
  Details
10/29/2021 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
10/29/2021 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
10/28/2021 CyrusOne CONE Maintain Equalweight
(N/A)
 
 
  Details
10/27/2021 Juniper Networks JNPR Maintain Overweight
(N/A)
 
 
  Details
10/27/2021 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
10/27/2021 Corning GLW Maintain Overweight
(N/A)
 
 
  Details
10/22/2021 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
10/21/2021 HP, Inc. HPQ Maintain Underweight
(N/A)
 
 
  Details
9/28/2021 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
9/3/2021 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
8/26/2021 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
8/25/2021 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
8/25/2021 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
8/25/2021 CyrusOne CONE Maintain Equalweight
(N/A)
 
 
  Details
8/25/2021 CoreSite Realty COR Maintain Underweight
(N/A)
 
 
  Details
8/19/2021 Keysight Technologies KEYS Maintain Equalweight
(N/A)
 
 
  Details
8/19/2021 Cisco CSCO Maintain Overweight
(N/A)
 
 
  Details
8/6/2021 Switch Inc. SWCH Maintain Overweight
(N/A)
 
 
  Details
8/6/2021 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
8/3/2021 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
8/3/2021 Harmonic Inc. HLIT Maintain Equalweight
(N/A)
 
 
  Details
8/3/2021 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
7/28/2021 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
7/27/2021 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
7/22/2021 CyrusOne CONE Maintain Equalweight
(N/A)
 
 
  Details
7/15/2021 Essential Utilities, Inc. WTRG Maintain Equalweight
(N/A)
 
 
  Details
7/15/2021 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
7/2/2021 Keysight Technologies KEYS Downgrade Equalweight
(Overweight)
154.41
(272.43)
76.43% Details
6/30/2021 Seagate Technology STX Upgrade Equalweight
(Underweight)
86.21
(352.80)
309.23% Details
6/9/2021 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
6/4/2021 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
6/3/2021 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
6/2/2021 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
5/28/2021 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
5/25/2021 Essential Utilities, Inc. WTRG Maintain Equalweight
(N/A)
 
 
  Details
5/25/2021 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
5/19/2021 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
5/7/2021 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
5/5/2021 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
4/30/2021 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
4/30/2021 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
4/29/2021 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
4/29/2021 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
4/23/2021 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
3/10/2021 Essential Utilities, Inc. WTRG Maintain Equalweight
(N/A)
 
 
  Details
3/10/2021 American Water AWK Maintain Equalweight
(N/A)
 
 
  Details
3/1/2021 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
2/26/2021 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
2/25/2021 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
2/25/2021 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
2/23/2021 SBA Communications SBAC Maintain Overweight
(N/A)
 
 
  Details
2/19/2021 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
2/19/2021 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
1/29/2021 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
1/29/2021 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
1/28/2021 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
1/26/2021 QTS Realty Trust QTS Maintain Overweight
(N/A)
 
 
  Details
1/26/2021 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
1/21/2021 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
1/21/2021 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
1/15/2021 SBA Communications SBAC Upgrade Overweight
(Equalweight)
264.12
(196.58)
-25.57% Details
1/14/2021 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
1/14/2021 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
1/14/2021 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
1/14/2021 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
1/14/2021 Harmonic Inc. HLIT Maintain Equalweight
(N/A)
 
 
  Details
1/14/2021 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
1/14/2021 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
1/14/2021 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
1/14/2021 Corning GLW Upgrade Overweight
(Equalweight)
37.17
(123.29)
231.69% Details
1/14/2021 Juniper Networks JNPR Upgrade Overweight
(Equalweight)
23.50
(39.95)
70% Details
1/14/2021 Casa Sytems, Inc. CASA Upgrade Overweight
(Equalweight)
7.07
(0.04)
-99.43% Details
1/14/2021 HP, Inc. HPQ Downgrade Underweight
(Equalweight)
25.71
(31.19)
21.31% Details
1/8/2021 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
12/2/2020 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
11/19/2020 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
11/10/2020 Uniti Group UNIT Maintain Equalweight
(N/A)
 
 
  Details
11/6/2020 Switch Inc. SWCH Maintain Overweight
(N/A)
 
 
  Details
10/30/2020 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
10/30/2020 CyrusOne CONE Maintain Equalweight
(N/A)
 
 
  Details
10/30/2020 CoreSite Realty COR Maintain Underweight
(N/A)
 
 
  Details
10/30/2020 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
10/29/2020 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
10/29/2020 Casa Sytems, Inc. CASA Maintain Equalweight
(N/A)
 
 
  Details
10/28/2020 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
10/23/2020 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
9/4/2020 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
9/1/2020 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
8/31/2020 Digital Realty Trust DLR Maintain Overweight
(N/A)
 
 
  Details
8/28/2020 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
8/27/2020 QTS Realty Trust QTS Maintain Overweight
(N/A)
 
 
  Details
8/26/2020 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
8/26/2020 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
8/21/2020 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
8/11/2020 Uniti Group UNIT Maintain Equalweight
(N/A)
 
 
  Details
8/5/2020 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
8/4/2020 SBA Communications SBAC Maintain Equalweight
(N/A)
 
 
  Details
8/4/2020 Harmonic Inc. HLIT Maintain Equalweight
(N/A)
 
 
  Details
7/31/2020 Crown Castle CCI Maintain Overweight
(N/A)
 
 
  Details
7/31/2020 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
7/31/2020 American Tower AMT Maintain Overweight
(N/A)
 
 
  Details
7/30/2020 Equinix EQIX Maintain Overweight
(N/A)
 
 
  Details
7/29/2020 Juniper Networks JNPR Maintain Equalweight
(N/A)
 
 
  Details
7/29/2020 Corning GLW Maintain Equalweight
(N/A)
 
 
  Details
7/28/2020 QTS Realty Trust QTS Maintain Overweight
(N/A)
 
 
  Details
7/28/2020 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 SBA Communications SBAC New Coverage Equalweight
(N/A)
297.12
(196.58)
-33.84% Details
7/15/2020 Equinix EQIX New Coverage Overweight
(N/A)
716.91
(937.20)
30.73% Details
7/15/2020 Digital Realty Trust DLR New Coverage Overweight
(N/A)
146.78
(176.19)
20.04% Details
7/15/2020 CyrusOne CONE New Coverage Equalweight
(N/A)
76.87
(90.36)
17.55% Details
7/15/2020 Crown Castle CCI New Coverage Overweight
(N/A)
169.35
(90.43)
-46.6% Details
7/15/2020 American Water AWK New Coverage Equalweight
(N/A)
134.84
(137.49)
1.97% Details
7/15/2020 American Tower AMT New Coverage Overweight
(N/A)
258.94
(188.59)
-27.17% Details
7/15/2020 Switch Inc. SWCH New Coverage Overweight
(N/A)
17.65
(34.25)
94.05% Details
7/15/2020 QTS Realty Trust QTS New Coverage Overweight
(N/A)
63.79
(77.98)
22.24% Details
7/15/2020 Essential Utilities, Inc. WTRG New Coverage Equalweight
(N/A)
43.37
(40.35)
-6.96% Details
7/15/2020 Uniti Group UNIT New Coverage Equalweight
(N/A)
8.87
(8.05)
-9.24% Details
7/15/2020 CoreSite Realty COR New Coverage Underweight
(N/A)
121.40
(358.46)
195.27% Details
6/11/2020 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
6/8/2020 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
5/22/2020 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
5/22/2020 Harmonic Inc. HLIT New Coverage Equalweight
(N/A)
5.42
(9.38)
73.06% Details
5/14/2020 Cisco CSCO Maintain Overweight
(N/A)
 
 
  Details
5/8/2020 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
5/6/2020 Arista Networks ANET Maintain Equalweight
(N/A)
 
 
  Details
5/1/2020 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
5/1/2020 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
4/29/2020 Corning GLW Downgrade Equalweight
(Overweight)
21.63
(123.29)
470% Details
4/28/2020 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
2/19/2020 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
2/19/2020 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
2/18/2020 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
2/5/2020 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
1/30/2020 Arista Networks ANET Downgrade Equalweight
(Overweight)
236.72
(132.89)
-43.86% Details
12/19/2019 Cisco CSCO Upgrade Overweight
(Equalweight)
46.44
(78.64)
69.34% Details
12/13/2019 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
11/26/2019 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
11/22/2019 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
11/14/2019 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
10/31/2019 Western Digital Corp. WDC Maintain Equalweight
(N/A)
 
 
  Details
10/31/2019 Motorola Solutions Inc. MSI Maintain Overweight
(N/A)
 
 
  Details
10/31/2019 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
10/25/2019 Juniper Networks JNPR Maintain Equalweight
(N/A)
 
 
  Details
10/24/2019 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details
10/17/2019 Apple AAPL Maintain Equalweight
(N/A)
 
 
  Details
9/20/2019 Seagate Technology STX Maintain Underweight
(N/A)
 
 
  Details
9/17/2019 Corning GLW Maintain Overweight
(N/A)
 
 
  Details
9/11/2019 Apple AAPL Maintain Equalweight
(Equalweight)
 
 
  Details
9/6/2019 CIENA CIEN Maintain Overweight
(N/A)
 
 
  Details
8/30/2019 Dell DELL Maintain Equalweight
(N/A)
 
 
  Details
8/28/2019 HP Enterprise HPE Maintain Equalweight
(N/A)
 
 
  Details
8/23/2019 HP, Inc. HPQ Maintain Equalweight
(N/A)
 
 
  Details
8/22/2019 Pure Storage PSTG Maintain Overweight
(N/A)
 
 
  Details
8/22/2019 Keysight Technologies KEYS Maintain Overweight
(N/A)
 
 
  Details
8/15/2019 NetApp NTAP Maintain Equalweight
(N/A)
 
 
  Details
8/15/2019 Cisco CSCO Maintain Equalweight
(N/A)
 
 
  Details
8/12/2019 Ubiquiti Networks UBNT Maintain Underweight
(N/A)
 
 
  Details
8/8/2019 Western Digital Corp. WDC New Coverage Equalweight
(N/A)
53.58
(245.25)
357.73% Details
8/8/2019 Ubiquiti Networks UBNT New Coverage Underweight
(N/A)
119.13
(110.59)
-7.17% Details
8/8/2019 Seagate Technology STX New Coverage Underweight
(N/A)
44.68
(352.80)
689.62% Details
8/8/2019 Pure Storage PSTG New Coverage Overweight
(N/A)
13.06
(59.15)
352.91% Details
8/8/2019 NetApp NTAP New Coverage Equalweight
(N/A)
46.01
(101.06)
119.65% Details
8/8/2019 Keysight Technologies KEYS New Coverage Overweight
(N/A)
85.88
(272.43)
217.22% Details
8/8/2019 Juniper Networks JNPR New Coverage Equalweight
(N/A)
25.24
(39.95)
58.28% Details
8/8/2019 HP, Inc. HPQ New Coverage Equalweight
(N/A)
19.25
(19.46)
1.09% Details
8/8/2019 HP Enterprise HPE New Coverage Equalweight
(N/A)
13.07
(21.13)
61.67% Details
8/8/2019 F5 Networks FFIV New Coverage Overweight
(N/A)
136.12
(286.22)
110.27% Details
8/8/2019 Dell DELL New Coverage Equalweight
(N/A)
50.77
(146.48)
188.52% Details
8/8/2019 Corning GLW New Coverage Overweight
(N/A)
28.52
(123.29)
332.29% Details
8/8/2019 Cisco CSCO New Coverage Equalweight
(N/A)
52.60
(78.64)
49.51% Details
8/8/2019 CIENA CIEN New Coverage Overweight
()
42.67
(294.17)
589.41% Details
8/8/2019 Casa Sytems, Inc. CASA New Coverage Equalweight
(N/A)
7.45
(0.04)
-99.46% Details
8/8/2019 Arista Networks ANET New Coverage Overweight
(N/A)
235.82
(132.89)
-43.65% Details
8/8/2019 Apple AAPL New Coverage Equalweight
(N/A)
49.25
(257.46)
422.76% Details
8/8/2018 Motorola Solutions Inc. MSI New Coverage Overweight
(N/A)
171.58
(460.76)
168.54% Details
11/30/-0001 F5 Networks FFIV Maintain Overweight
(N/A)
 
 
  Details