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Samik Chatterjee is an analyst at JP Morgan. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 08/12/2025
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|---|---|---|---|---|---|---|---|---|---|---|
08/06/2025 | ANET | Arista Networks | $137.90 | 8.77% | $130 → $150 | Maintains | Overweight | |||
08/06/2025 | SMCI | Super Micro Computer | $46.14 | -2.47% | $46 → $45 | Maintains | Neutral | |||
08/01/2025 | AAPL | Apple | $233.10 | 9.4% | $250 → $255 | Maintains | Overweight | |||
07/28/2025 | QCOM | Qualcomm | $156.73 | 27.61% | $190 → $200 | Maintains | Overweight | |||
07/25/2025 | GLW | Corning | $65.46 | -0.7% | $62 → $65 | Maintains | Overweight | |||
07/24/2025 | TEL | TE Connectivity | $206.29 | -1.11% | $186 → $204 | Maintains | Neutral | |||
07/24/2025 | APH | Amphenol | $109.81 | 13.83% | $120 → $125 | Maintains | Overweight | |||
07/17/2025 | SMCI | Super Micro Computer | $46.14 | -0.3% | $35 → $46 | Maintains | Neutral | |||
07/17/2025 | APH | Amphenol | $109.81 | 9.28% | $91 → $120 | Maintains | Overweight | |||
07/17/2025 | AAPL | Apple | $233.10 | 7.25% | $230 → $250 | Maintains | Overweight | |||
07/17/2025 | ANET | Arista Networks | $137.90 | -5.73% | $110 → $130 | Maintains | Overweight | |||
07/17/2025 | CALX | Calix | $58.84 | -11.62% | $38 → $52 | Maintains | Neutral | |||
07/17/2025 | CDW | CDW | $167.48 | 22.4% | $185 → $205 | Maintains | Neutral | |||
07/17/2025 | CLS | Celestica | $204.50 | -16.87% | $115 → $170 | Maintains | Overweight | |||
07/17/2025 | CIEN | Ciena | $94.66 | 10.92% | $83 → $105 | Maintains | Overweight | |||
07/17/2025 | CSCO | Cisco Systems | $70.37 | 10.84% | $73 → $78 | Maintains | Overweight | |||
07/17/2025 | COHR | Coherent | $91.81 | 38.32% | $100 → $127 | Maintains | Overweight | |||
07/17/2025 | GLW | Corning | $65.46 | -5.28% | $52 → $62 | Maintains | Overweight | |||
07/17/2025 | DELL | Dell Technologies | $138.68 | 4.56% | $125 → $145 | Maintains | Overweight | |||
07/17/2025 | FFIV | F5 | $325.79 | -6.38% | $285 → $305 | Maintains | Neutral | |||
07/17/2025 | FN | Fabrinet | $331.78 | -4.15% | $235 → $318 | Maintains | Neutral | |||
07/17/2025 | FLEX | Flex | $50.35 | 19.17% | $44 → $60 | Maintains | Overweight | |||
07/17/2025 | INGM | Ingram Micro Holding | $19.96 | 20.24% | $21 → $24 | Maintains | Neutral | |||
07/17/2025 | JBL | Jabil | $217.82 | 17.53% | $214 → $256 | Maintains | Overweight | |||
07/17/2025 | JAMF | Jamf Holding | $8.60 | 39.53% | $15 → $12 | Maintains | Overweight | |||
07/17/2025 | KEYS | Keysight Techs | $173.62 | 15.19% | $177 → $200 | Maintains | Overweight | |||
07/17/2025 | LOGI | Logitech International | $99.01 | 5.04% | $80 → $104 | Maintains | Neutral | |||
07/17/2025 | LITE | Lumentum Holdings | $117.02 | 5.11% | $100 → $123 | Maintains | Overweight | |||
07/17/2025 | MBLY | Mobileye Global | $14.24 | -15.73% | $10 → $12 | Maintains | Underweight | |||
07/17/2025 | NTAP | NetApp | $109.40 | 18.83% | $115 → $130 | Maintains | Overweight | |||
07/17/2025 | PENG | Penguin Solutions | $24.10 | -0.41% | $21 → $24 | Maintains | Neutral | |||
07/17/2025 | QCOM | Qualcomm | $156.73 | 21.23% | $185 → $190 | Maintains | Overweight | |||
07/17/2025 | ST | Sensata Technologies | $33.49 | -4.46% | $23 → $32 | Maintains | Underweight | |||
07/17/2025 | TEL | TE Connectivity | $206.29 | -9.84% | $148 → $186 | Maintains | Neutral | |||
07/17/2025 | TER | Teradyne | $114.02 | -10.54% | $88 → $102 | Downgrade | Overweight → Neutral | |||
07/17/2025 | HPE | Hewlett Packard | $21.56 | 39.15% | → $30 | Reinstates | → Overweight | |||
07/09/2025 | PENG | Penguin Solutions | $24.10 | -12.86% | $18 → $21 | Maintains | Neutral | |||
06/26/2025 | AAPL | Apple | $233.10 | -1.33% | $240 → $230 | Maintains | Overweight | |||
06/18/2025 | JBL | Jabil | $217.82 | -1.75% | $180 → $214 | Maintains | Overweight | |||
06/12/2025 | LITE | Lumentum Holdings | $117.02 | -14.54% | $87 → $100 | Maintains | Overweight | |||
06/12/2025 | COHR | Coherent | $91.81 | 8.91% | $86 → $100 | Maintains | Overweight | |||
05/30/2025 | NTAP | NetApp | $109.40 | 5.12% | $120 → $115 | Maintains | Overweight | |||
05/30/2025 | DELL | Dell Technologies | $138.68 | -9.86% | $111 → $125 | Maintains | Overweight | |||
05/29/2025 | HPQ | HP | $27.03 | -0.12% | $30 → $27 | Maintains | Overweight | |||
05/27/2025 | CIEN | Ciena | $94.66 | -9.15% | $76 → $86 | Maintains | Overweight | |||
05/23/2025 | DELL | Dell Technologies | $138.68 | -19.96% | $108 → $111 | Maintains | Overweight | |||
05/23/2025 | HPQ | HP | $27.03 | 10.97% | $29 → $30 | Maintains | Overweight | |||
05/23/2025 | NTAP | NetApp | $109.40 | 9.69% | $113 → $120 | Maintains | Overweight | |||
05/21/2025 | COHR | Coherent | $91.81 | -6.33% | $86 → $86 | Maintains | Overweight | |||
05/21/2025 | KEYS | Keysight Techs | $173.62 | 1.95% | $172 → $177 | Maintains | Overweight | |||
05/15/2025 | CSCO | Cisco Systems | $70.37 | 3.74% | $70 → $73 | Maintains | Overweight | |||
05/15/2025 | LAZR | Luminar Technologies | $2.54 | — | — | Downgrade | Overweight → Neutral | |||
05/09/2025 | INGM | Ingram Micro Holding | $19.96 | 5.21% | $20 → $21 | Maintains | Neutral | |||
05/09/2025 | WOLF | Wolfspeed | $1.32 | — | — | Downgrade | Neutral → Underweight | |||
05/07/2025 | SMCI | Super Micro Computer | $46.14 | -24.14% | $36 → $35 | Maintains | Neutral | |||
05/06/2025 | FN | Fabrinet | $331.78 | -29.17% | $220 → $235 | Maintains | Neutral | |||
04/30/2025 | SMCI | Super Micro Computer | $46.14 | -21.98% | $39 → $36 | Maintains | Neutral | |||
04/29/2025 | QCOM | Qualcomm | $156.73 | 18.04% | → $185 | Reinstates | → Overweight | |||
04/28/2025 | CLS | Celestica | $204.50 | -43.77% | $105 → $115 | Maintains | Overweight | |||
04/24/2025 | TEL | TE Connectivity | $206.29 | -28.26% | $146 → $148 | Maintains | Neutral | |||
04/24/2025 | APH | Amphenol | $109.81 | -17.13% | $85 → $91 | Maintains | Overweight | |||
04/23/2025 | CALX | Calix | $58.84 | -35.42% | $34 → $38 | Maintains | Neutral | |||
04/17/2025 | TER | Teradyne | $114.02 | -19.31% | $120 → $92 | Maintains | Overweight | |||
04/17/2025 | TEL | TE Connectivity | $206.29 | -29.23% | $169 → $146 | Maintains | Neutral | |||
04/17/2025 | SMCI | Super Micro Computer | $46.14 | -15.47% | $45 → $39 | Maintains | Neutral | |||
04/17/2025 | ST | Sensata Technologies | $33.49 | -37.3% | $27 → $21 | Maintains | Underweight | |||
04/17/2025 | NTAP | NetApp | $109.40 | 3.29% | $153 → $113 | Maintains | Overweight | |||
04/17/2025 | MSI | Motorola Solutions | $470.20 | 9.53% | $570 → $515 | Maintains | Overweight | |||
04/17/2025 | MBLY | Mobileye Global | $14.24 | -29.78% | $11 → $10 | Maintains | Underweight | |||
04/17/2025 | LITE | Lumentum Holdings | $117.02 | -37.62% | $105 → $73 | Maintains | Overweight | |||
04/17/2025 | LOGI | Logitech International | $99.01 | -19.2% | $96 → $80 | Maintains | Neutral | |||
04/17/2025 | KEYS | Keysight Techs | $173.62 | -0.93% | $200 → $172 | Maintains | Overweight | |||
04/17/2025 | JAMF | Jamf Holding | $8.60 | 74.42% | $18 → $15 | Maintains | Overweight | |||
04/17/2025 | JBL | Jabil | $217.82 | -29.3% | $175 → $154 | Maintains | Overweight | |||
04/17/2025 | INGM | Ingram Micro Holding | $19.96 | 0.2% | $26 → $20 | Maintains | Neutral | |||
04/17/2025 | HPQ | HP | $27.03 | 7.27% | $40 → $29 | Maintains | Overweight | |||
04/17/2025 | FLEX | Flex | $50.35 | -20.56% | $52 → $40 | Maintains | Overweight | |||
04/17/2025 | FN | Fabrinet | $331.78 | -33.69% | $265 → $220 | Maintains | Neutral | |||
04/17/2025 | FFIV | F5 | $325.79 | -12.52% | $296 → $285 | Maintains | Neutral | |||
04/17/2025 | DELL | Dell Technologies | $138.68 | -22.12% | $150 → $108 | Maintains | Overweight | |||
04/17/2025 | GLW | Corning | $65.46 | -23.61% | $62 → $50 | Maintains | Overweight | |||
04/17/2025 | COHR | Coherent | $91.81 | -12.87% | $120 → $80 | Maintains | Overweight | |||
04/17/2025 | CSCO | Cisco Systems | $70.37 | -0.53% | $73 → $70 | Maintains | Overweight | |||
04/17/2025 | CIEN | Ciena | $94.66 | -19.71% | $88 → $76 | Maintains | Overweight | |||
04/17/2025 | CDW | CDW | $167.48 | 4.49% | $222 → $175 | Maintains | Neutral | |||
04/17/2025 | CALX | Calix | $58.84 | -42.22% | $45 → $34 | Maintains | Neutral | |||
04/17/2025 | ANET | Arista Networks | $137.90 | -20.23% | $140 → $110 | Maintains | Overweight | |||
04/17/2025 | APH | Amphenol | $109.81 | -22.59% | $90 → $85 | Maintains | Overweight | |||
04/14/2025 | AAPL | Apple | $233.10 | 5.11% | $270 → $245 | Maintains | Overweight | |||
03/31/2025 | PENG | Penguin Solutions | $24.10 | -17.01% | → $20 | Initiates | → Neutral | |||
03/21/2025 | JBL | Jabil | $217.82 | -19.66% | $172 → $175 | Maintains | Overweight | |||
03/21/2025 | SMCI | Super Micro Computer | $46.14 | -2.47% | $35 → $45 | Upgrade | Underweight → Neutral | |||
03/17/2025 | ANET | Arista Networks | $137.90 | 1.52% | $460 → $140 | Maintains | Overweight | |||
03/12/2025 | TER | Teradyne | $114.02 | 5.24% | $145 → $120 | Maintains | Overweight | |||
03/05/2025 | INGM | Ingram Micro Holding | $19.96 | 30.26% | $27 → $26 | Maintains | Neutral | |||
02/28/2025 | NTAP | NetApp | $109.40 | 39.85% | $160 → $153 | Maintains | Overweight | |||
02/21/2025 | LKQ | LKQ | $31.72 | 54.47% | $48 → $49 | Maintains | Overweight | |||
02/13/2025 | CSCO | Cisco Systems | $70.37 | 3.74% | $69 → $73 | Maintains | Overweight | |||
02/12/2025 | SMCI | Super Micro Computer | $46.14 | -24.14% | $23 → $35 | Maintains | Underweight | |||
02/11/2025 | DELL | Dell Technologies | $138.68 | 8.17% | $160 → $150 | Maintains | Overweight | |||
02/11/2025 | LKQ | LKQ | $31.72 | 51.31% | $50 → $48 | Maintains | Overweight | |||
02/10/2025 | CSCO | Cisco Systems | $70.37 | -1.95% | $66 → $69 | Maintains | Overweight | |||
02/06/2025 | JAMF | Jamf Holding | $8.60 | 132.56% | → $20 | Initiates | → Overweight | |||
02/04/2025 | FN | Fabrinet | $331.78 | -20.13% | $275 → $265 | Maintains | Neutral | |||
01/31/2025 | TER | Teradyne | $114.02 | 27.17% | $158 → $145 | Maintains | Overweight | |||
01/31/2025 | CALX | Calix | $58.84 | -23.52% | $38 → $45 | Maintains | Neutral | |||
01/31/2025 | AAPL | Apple | $233.10 | 15.83% | $260 → $270 | Maintains | Overweight | |||
01/29/2025 | LOGI | Logitech International | $99.01 | 1% | $99 → $100 | Maintains | Neutral | |||
01/28/2025 | CIEN | Ciena | $94.66 | -7.04% | $84 → $88 | Upgrade | Neutral → Overweight | |||
01/23/2025 | APH | Amphenol | $109.81 | -18.04% | $85 → $90 | Maintains | Overweight | |||
01/21/2025 | LOGI | Logitech International | $99.01 | -0.01% | $93 → $99 | Maintains | Neutral | |||
01/21/2025 | AAPL | Apple | $233.10 | 11.54% | $265 → $260 | Maintains | Overweight | |||
01/14/2025 | COMM | CommScope Hldg Co | $15.15 | -67% | → $5 | Upgrade | Underweight → Neutral | |||
12/16/2024 | NTAP | NetApp | $109.40 | 46.25% | → $160 | Upgrade | Neutral → Overweight | |||
12/16/2024 | KEYS | Keysight Techs | $173.62 | 15.19% | → $200 | Upgrade | Neutral → Overweight | |||
12/16/2024 | TER | Teradyne | $114.02 | 38.57% | $145 → $158 | Upgrade | Neutral → Overweight | |||
12/14/2024 | CIEN | Ciena | $94.66 | -11.26% | $65 → $84 | Maintains | Neutral | |||
11/20/2024 | HPQ | HP | $27.03 | 51.66% | $42 → $41 | Maintains | Overweight | |||
11/20/2024 | INGM | Ingram Micro Holding | $19.96 | 40.28% | → $28 | Initiates | → Neutral | |||
11/11/2024 | CSCO | Cisco Systems | $70.37 | -6.21% | $55 → $66 | Upgrade | Neutral → Overweight | |||
11/08/2024 | ANET | Arista Networks | $137.90 | 233.58% | $480 → $460 | Maintains | Overweight | |||
11/07/2024 | WOLF | Wolfspeed | $1.32 | 1187.88% | $20 → $17 | Maintains | Neutral | |||
11/07/2024 | QCOM | Qualcomm | $156.73 | 27.61% | $195 → $200 | Maintains | Overweight | |||
11/06/2024 | SMCI | Super Micro Computer | $46.14 | -50.15% | $50 → $23 | Downgrade | Neutral → Underweight | |||
11/05/2024 | ST | Sensata Technologies | $33.49 | -4.46% | $34 → $32 | Maintains | Underweight | |||
11/05/2024 | QCOM | Qualcomm | $156.73 | 24.42% | $210 → $195 | Maintains | Overweight | |||
10/30/2024 | XRX | Xerox Holdings | $4.36 | 83.49% | $11 → $8 | Maintains | Underweight | |||
10/30/2024 | GLW | Corning | $65.46 | -8.33% | $55 → $60 | Maintains | Overweight | |||
10/29/2024 | FFIV | F5 | $325.79 | -23.26% | $225 → $250 | Maintains | Neutral | |||
10/28/2024 | CDW | CDW | $167.48 | 40.32% | $260 → $235 | Downgrade | Overweight → Neutral | |||
10/23/2024 | LOGI | Logitech International | $99.01 | -6.07% | $98 → $93 | Maintains | Neutral | |||
10/21/2024 | XRX | Xerox Holdings | $4.36 | 152.29% | $13 → $11 | Maintains | Underweight | |||
10/07/2024 | CIEN | Ciena | $94.66 | -31.33% | → $65 | Downgrade | Overweight → Neutral | |||
10/07/2024 | MBLY | Mobileye Global | $14.24 | -29.78% | $16 → $10 | Downgrade | Neutral → Underweight | |||
10/04/2024 | ST | Sensata Technologies | $33.49 | 1.51% | $35 → $34 | Maintains | Underweight | |||
09/17/2024 | QCOM | Qualcomm | $156.73 | 33.99% | $230 → $210 | Maintains | Overweight | |||
09/12/2024 | LKQ | LKQ | $31.72 | 73.38% | $54 → $55 | Maintains | Overweight | |||
09/10/2024 | AAPL | Apple | $233.10 | 13.69% | $265 → $265 | Maintains | Overweight | |||
09/06/2024 | SMCI | Super Micro Computer | $46.14 | 983.67% | $950 → $500 | Downgrade | Overweight → Neutral | |||
09/03/2024 | JBL | Jabil | $217.82 | -38.94% | $137 → $133 | Maintains | Overweight | |||
08/29/2024 | NTAP | NetApp | $109.40 | 34.37% | $146 → $147 | Maintains | Neutral | |||
08/21/2024 | KEYS | Keysight Techs | $173.62 | -4.96% | $155 → $165 | Maintains | Neutral | |||
08/20/2024 | FN | Fabrinet | $331.78 | -14.1% | $240 → $285 | Maintains | Neutral | |||
08/19/2024 | LAZR | Luminar Technologies | $2.54 | 136.22% | $8 → $6 | Maintains | Overweight | |||
08/15/2024 | DELL | Dell Technologies | $138.68 | 15.38% | $155 → $160 | Maintains | Overweight | |||
08/12/2024 | COHR | Coherent | $91.81 | -7.42% | $75 → $85 | Maintains | Overweight | |||
08/12/2024 | FN | Fabrinet | $331.78 | -27.66% | $230 → $240 | Maintains | Neutral | |||
08/12/2024 | LITE | Lumentum Holdings | $117.02 | -44.45% | $57 → $65 | Maintains | Overweight | |||
08/08/2024 | CSCO | Cisco Systems | $70.37 | -21.84% | $53 → $55 | Maintains | Neutral | |||
08/06/2024 | SMCI | Super Micro Computer | $46.14 | 1958.98% | $1150 → $950 | Maintains | Overweight | |||
08/06/2024 | INFN | Infinera | — | — | $5 → $6 | Maintains | Underweight | |||
08/02/2024 | MBLY | Mobileye Global | $14.24 | 12.36% | $24 → $16 | Maintains | Neutral | |||
07/31/2024 | ANET | Arista Networks | $137.90 | 146.56% | $335 → $340 | Maintains | Overweight | |||
07/31/2024 | MBLY | Mobileye Global | $14.24 | 68.54% | $38 → $24 | Downgrade | Overweight → Neutral | |||
07/30/2024 | FFIV | F5 | $325.79 | -34.01% | $210 → $215 | Maintains | Neutral | |||
07/29/2024 | GLW | Corning | $65.46 | -15.97% | $47 → $55 | Maintains | Overweight | |||
07/25/2024 | FLEX | Flex | $50.35 | -16.58% | $40 → $42 | Maintains | Overweight | |||
07/24/2024 | AAPL | Apple | $233.10 | 13.69% | $245 → $265 | Maintains | Overweight | |||
07/23/2024 | TER | Teradyne | $114.02 | 27.17% | $120 → $145 | Maintains | Neutral | |||
07/23/2024 | FLEX | Flex | $50.35 | -20.56% | $34 → $40 | Maintains | Overweight | |||
07/22/2024 | CALX | Calix | $58.84 | -30.32% | $28 → $41 | Maintains | Neutral | |||
06/21/2024 | JBL | Jabil | $217.82 | -37.1% | $145 → $137 | Maintains | Overweight | |||
06/18/2024 | AAPL | Apple | $233.10 | 5.11% | $225 → $245 | Maintains | Overweight | |||
06/17/2024 | JBL | Jabil | $217.82 | -33.43% | $155 → $145 | Maintains | Overweight | |||
06/11/2024 | AAPL | Apple | $233.10 | -3.47% | $225 → $225 | Reiterates | Overweight → Overweight | |||
05/31/2024 | NTAP | NetApp | $109.40 | 14.26% | $95 → $125 | Upgrade | Underweight → Neutral | |||
05/30/2024 | CIEN | Ciena | $94.66 | -36.62% | $67 → $60 | Maintains | Overweight | |||
05/30/2024 | HPQ | HP | $27.03 | 40.57% | $34 → $38 | Maintains | Overweight | |||
05/30/2024 | GLW | Corning | $65.46 | -34.31% | $37 → $43 | Upgrade | Neutral → Overweight | |||
05/20/2024 | DELL | Dell Technologies | $138.68 | 11.77% | $125 → $155 | Maintains | Overweight | |||
05/03/2024 | AAPL | Apple | $233.10 | -3.47% | $210 → $225 | Maintains | Overweight | |||
05/02/2024 | CDW | CDW | $167.48 | 58.23% | $280 → $265 | Maintains | Overweight | |||
05/02/2024 | QCOM | Qualcomm | $156.73 | 18.04% | $170 → $185 | Maintains | Overweight | |||
05/01/2024 | GLW | Corning | $65.46 | -43.47% | $36 → $37 | Maintains | Neutral | |||
05/01/2024 | LOGI | Logitech International | $99.01 | -14.15% | $92 → $85 | Downgrade | Overweight → Neutral | |||
04/25/2024 | TEL | TE Connectivity | $206.29 | -18.08% | $170 → $169 | Maintains | Neutral | |||
04/25/2024 | APH | Amphenol | $109.81 | 18.39% | $125 → $130 | Maintains | Overweight | |||
04/24/2024 | XRX | Xerox Holdings | $4.36 | 289.91% | $18 → $17 | Maintains | Underweight | |||
04/22/2024 | CSCO | Cisco Systems | $70.37 | -24.68% | → $53 | Reinstates | → Neutral | |||
04/11/2024 | WOLF | Wolfspeed | $1.32 | 2551.52% | $43 → $35 | Maintains | Neutral | |||
04/11/2024 | TER | Teradyne | $114.02 | -3.53% | $100 → $110 | Maintains | Neutral | |||
04/11/2024 | MSI | Motorola Solns | $470.20 | -14.93% | $360 → $400 | Maintains | Overweight | |||
04/11/2024 | MBLY | Mobileye Global | $14.24 | 166.85% | $34 → $38 | Maintains | Overweight | |||
04/11/2024 | LITE | Lumentum Holdings | $117.02 | -51.29% | $62 → $57 | Maintains | Overweight | |||
04/11/2024 | FLEX | Flex | $50.35 | -32.47% | $32 → $34 | Maintains | Overweight | |||
04/11/2024 | FN | Fabrinet | $331.78 | -36.1% | $210 → $212 | Maintains | Neutral | |||
04/11/2024 | FFIV | F5 | $325.79 | -37.08% | $197 → $205 | Maintains | Neutral | |||
04/11/2024 | CDW | CDW | $167.48 | 67.18% | $267 → $280 | Maintains | Overweight | |||
04/11/2024 | AAPL | Apple | $233.10 | -9.91% | $215 → $210 | Maintains | Overweight | |||
04/11/2024 | ANET | Arista Networks | $137.90 | 128.43% | $297 → $315 | Maintains | Overweight | |||
04/11/2024 | APH | Amphenol | $109.81 | 13.83% | $118 → $125 | Maintains | Overweight | |||
04/11/2024 | GLW | Corning | $65.46 | -45% | $34 → $36 | Maintains | Neutral | |||
04/11/2024 | TEL | TE Connectivity | $206.29 | -17.59% | $169 → $170 | Maintains | Neutral | |||
03/26/2024 | LAZR | Luminar Technologies | $2.54 | 214.96% | $20 → $8 | Assumes | Overweight → Overweight | |||
03/25/2024 | SMCI | Super Micro Computer | $46.14 | 2392.45% | → $1150 | Initiates | → Overweight | |||
03/05/2024 | CIEN | Ciena | $94.66 | -29.22% | $56 → $67 | Maintains | Overweight | |||
03/04/2024 | COMM | CommScope Hldg Co | $15.15 | — | — | Downgrade | Neutral → Underweight | |||
03/01/2024 | NTAP | NetApp | $109.40 | -13.16% | $87 → $95 | Maintains | Underweight | |||
02/22/2024 | DELL | Dell Technologies | $138.68 | -27.89% | $90 → $100 | Maintains | Overweight | |||
02/15/2024 | KEYS | Keysight Techs | $173.62 | -2.09% | $184 → $170 | Downgrade | Overweight → Neutral | |||
02/15/2024 | TER | Teradyne | $114.02 | -12.3% | $90 → $100 | Upgrade | Underweight → Neutral | |||
02/09/2024 | LITE | Lumentum Holdings | $117.02 | -47.02% | $63 → $62 | Maintains | Overweight | |||
02/08/2024 | CDW | CDW | $167.48 | 59.42% | $253 → $267 | Maintains | Overweight | |||
02/02/2024 | AAPL | Apple | $233.10 | -7.76% | $225 → $215 | Maintains | Overweight | |||
02/01/2024 | WOLF | Wolfspeed | $1.32 | 3157.58% | $44 → $43 | Maintains | Neutral | |||
02/01/2024 | QCOM | Qualcomm | $156.73 | 8.47% | $173 → $170 | Maintains | Overweight | |||
01/26/2024 | XRX | Xerox Holdings | $4.36 | 312.84% | $16 → $18 | Maintains | Underweight | |||
01/25/2024 | LKQ | LKQ | $31.72 | 98.6% | $65 → $63 | Maintains | Overweight | |||
01/08/2024 | MSI | Motorola Solns | $470.20 | -23.44% | $348 → $360 | Maintains | Overweight | |||
01/08/2024 | FN | Fabrinet | $331.78 | -36.71% | $185 → $210 | Downgrade | Overweight → Neutral | |||
01/08/2024 | GRMN | Garmin | $236.58 | -42.94% | → $135 | Downgrade | Overweight → Neutral | |||
01/08/2024 | NTAP | NetApp | $109.40 | -20.48% | → $87 | Downgrade | Neutral → Underweight | |||
01/08/2024 | ST | Sensata Technologies | $33.49 | 1.51% | → $34 | Downgrade | Neutral → Underweight | |||
01/08/2024 | DELL | Dell Technologies | $138.68 | -35.1% | $77 → $90 | Upgrade | Neutral → Overweight | |||
12/01/2023 | DELL | Dell Technologies | $138.68 | -44.48% | $76 → $77 | Maintains | Neutral | |||
11/29/2023 | JBL | Jabil | $217.82 | -32.97% | $150 → $146 | Maintains | Overweight | |||
11/29/2023 | NTAP | NetApp | $109.40 | -18.65% | $86 → $89 | Maintains | Neutral | |||
11/17/2023 | HCA | HCA Healthcare | $390.46 | -32.13% | $313 → $265 | Maintains | Neutral | |||
11/07/2023 | FN | Fabrinet | $331.78 | -44.24% | $174 → $185 | Maintains | Overweight | |||
11/03/2023 | MSI | Motorola Solns | $470.20 | -25.99% | $311 → $348 | Maintains | Overweight | |||
11/03/2023 | AAPL | Apple | $233.10 | -3.47% | $230 → $225 | Maintains | Overweight | |||
11/02/2023 | QCOM | Qualcomm | $156.73 | -10.67% | $135 → $140 | Maintains | Overweight | |||
10/31/2023 | WOLF | Wolfspeed | $1.32 | 3687.88% | $60 → $50 | Maintains | Neutral | |||
10/26/2023 | TER | Teradyne | $114.02 | -22.82% | → $88 | Maintains | Underweight | |||
10/25/2023 | XRX | Xerox Holdings | $4.36 | 244.04% | $16 → $15 | Maintains | Underweight | |||
10/25/2023 | GLW | Corning | $65.46 | -52.64% | $36 → $31 | Maintains | Neutral | |||
10/25/2023 | CALX | Calix | $58.84 | -28.62% | $51 → $42 | Maintains | Neutral | |||
10/10/2023 | CMBM | Cambium Networks | $0.76 | 686.89% | $12 → $6 | Maintains | Underweight | |||
10/10/2023 | JNPR | Juniper Networks | — | — | $32 → $29 | Downgrade | Overweight → Neutral | |||
10/10/2023 | GLW | Corning | $65.46 | -45% | $43 → $36 | Downgrade | Overweight → Neutral | |||
10/09/2023 | GLW | Corning | $65.46 | -45% | $43 → $36 | Downgrade | Overweight → Neutral | |||
10/05/2023 | SQM | Sociedad Quimica Y Minera | $46.90 | 59.91% | $93 → $75 | Maintains | Overweight | |||
09/21/2023 | AAPL | Apple | $233.10 | — | — | Reiterates | Overweight → Overweight | |||
09/08/2023 | AAPL | Apple | $233.10 | -1.33% | $235 → $230 | Maintains | Overweight | |||
08/30/2023 | HPQ | HP | $27.03 | 44.27% | $40 → $39 | Maintains | Overweight | |||
08/18/2023 | LITE | Lumentum Holdings | $117.02 | -51.29% | $64 → $57 | Maintains | Overweight | |||
08/02/2023 | AAPL | Apple | $233.10 | 0.82% | $190 → $235 | Maintains | Overweight | |||
08/02/2023 | CMBM | Cambium Networks | $0.76 | 1473.77% | $17 → $12 | Downgrade | Neutral → Underweight | |||
07/21/2023 | SQM | Sociedad Quimica Y Minera | $46.90 | 98.29% | $97 → $93 | Maintains | Overweight | |||
07/19/2023 | CSCO | Cisco Systems | $70.37 | -11.89% | $55 → $62 | Upgrade | Neutral → Overweight | |||
06/07/2023 | CIEN | Ciena | $94.66 | -31.33% | $67 → $65 | Maintains | Overweight | |||
05/19/2023 | CALX | Calix | $58.84 | -16.72% | → $49 | Initiates | → Neutral | |||
04/28/2023 | TER | Teradyne | $114.02 | -29.84% | $81 → $80 | Maintains | Underweight | |||
04/19/2023 | SQM | Sociedad Quimica Y Minera | $46.90 | 106.82% | $134 → $97 | Maintains | Overweight | |||
04/19/2023 | KEYS | Keysight Techs | $173.62 | 18.07% | $218 → $205 | Maintains | Overweight | |||
04/19/2023 | FN | Fabrinet | $331.78 | -60.82% | $161 → $130 | Maintains | Overweight | |||
04/19/2023 | COHR | Coherent | $91.81 | -49.9% | $50 → $46 | Maintains | Overweight | |||
04/19/2023 | CDW | CDW | $167.48 | 22.4% | $225 → $205 | Maintains | Overweight | |||
04/19/2023 | CMBM | Cambium Networks | $0.76 | 2522.95% | $24 → $20 | Maintains | Neutral | |||
04/19/2023 | TEL | TE Connectivity | $206.29 | -33.59% | $132 → $137 | Maintains | Neutral | |||
04/19/2023 | HCA | HCA Healthcare | $390.46 | -27.52% | $257 → $283 | Maintains | Neutral | |||
04/19/2023 | GLW | Corning | $65.46 | -35.83% | $40 → $42 | Maintains | Overweight | |||
04/19/2023 | CIEN | Ciena | $94.66 | -29.22% | $66 → $67 | Maintains | Overweight | |||
04/19/2023 | ANET | Arista Networks | $137.90 | 41.41% | $175 → $195 | Maintains | Overweight | |||
04/19/2023 | AAPL | Apple | $233.10 | -18.49% | $175 → $190 | Maintains | Overweight | |||
04/17/2023 | HPQ | HP | $27.03 | 29.47% | $30 → $35 | Upgrade | Neutral → Overweight | |||
04/17/2023 | TER | Teradyne | $114.02 | -28.96% | $90 → $81 | Downgrade | Neutral → Underweight | |||
04/17/2023 | WOLF | Wolfspeed | $1.32 | 4824.24% | $100 → $65 | Downgrade | Overweight → Neutral | |||
04/17/2023 | CPTN | Cepton | — | — | — | Downgrade | Neutral → Underweight | |||
04/17/2023 | LITE | Lumentum Holdings | $117.02 | -48.73% | $54 → $60 | Upgrade | Neutral → Overweight | |||
04/17/2023 | DELL | Dell Technologies | $138.68 | -66.11% | → $47 | Downgrade | Overweight → Neutral | |||
03/07/2023 | CIEN | Ciena | $94.66 | -30.28% | $65 → $66 | Maintains | Overweight | |||
03/07/2023 | LAZR | Luminar Technologies | $2.54 | 687.4% | $15 → $20 | Maintains | Overweight | |||
03/03/2023 | DELL | Dell Technologies | $138.68 | -66.11% | $50 → $47 | Maintains | Overweight | |||
03/01/2023 | HPQ | HP | $27.03 | 10.97% | $27 → $30 | Maintains | Neutral | |||
02/23/2023 | NTAP | NetApp | $109.40 | -33.27% | $75 → $73 | Maintains | Neutral | |||
02/16/2023 | CSCO | Cisco Systems | $70.37 | -21.84% | $54 → $55 | Maintains | Neutral | |||
02/03/2023 | AAPL | Apple | $233.10 | -24.92% | $180 → $175 | Maintains | Overweight | |||
01/27/2023 | MBLY | Mobileye Global | $14.24 | 251.12% | $49 → $50 | Maintains | Overweight | |||
01/26/2023 | WOLF | Wolfspeed | $1.32 | 7475.76% | $106 → $100 | Maintains | Overweight | |||
01/19/2023 | TEL | TE Connectivity | $206.29 | -36.01% | $130 → $132 | Maintains | Neutral | |||
01/19/2023 | TER | Teradyne | $114.02 | -21.07% | $85 → $90 | Maintains | Neutral | |||
01/19/2023 | AAPL | Apple | $233.10 | -22.78% | $190 → $180 | Maintains | Overweight | |||
12/20/2022 | WOLF | Wolfspeed | $1.32 | 7930.3% | $125 → $106 | Maintains | Overweight | |||
12/20/2022 | VIAV | Viavi Solutions | $11.03 | -0.27% | $13 → $11 | Maintains | Neutral | |||
12/20/2022 | TEL | TE Connectivity | $206.29 | -36.98% | $135 → $130 | Maintains | Neutral | |||
12/20/2022 | QCOM | Qualcomm | $156.73 | 2.09% | $185 → $160 | Maintains | Overweight | |||
12/20/2022 | LAZR | Luminar Technologies | $2.54 | 529.92% | $30 → $16 | Maintains | Overweight | |||
12/20/2022 | INVZ | Innoviz Technologies | $1.58 | 722.78% | $22 → $13 | Maintains | Overweight | |||
12/20/2022 | HPE | Hewlett Packard | $21.56 | -7.24% | $18 → $20 | Maintains | Overweight | |||
12/20/2022 | FFIV | F5 | $325.79 | -47.82% | $190 → $170 | Maintains | Neutral | |||
12/20/2022 | GLW | Corning | $65.46 | -38.89% | $44 → $40 | Maintains | Overweight | |||
12/20/2022 | COMM | CommScope Hldg Co | $15.15 | -33.99% | $14 → $10 | Maintains | Neutral | |||
12/20/2022 | COHR | Coherent | $91.81 | -43.36% | $74 → $52 | Maintains | Overweight | |||
12/20/2022 | CDW | CDW | $167.48 | 34.34% | $215 → $225 | Maintains | Overweight | |||
12/20/2022 | CMBM | Cambium Networks | $0.76 | 3047.54% | $26 → $24 | Maintains | Neutral | |||
12/20/2022 | JNPR | Juniper Networks | — | — | $39 → $42 | Maintains | Overweight | |||
12/20/2022 | FN | Fabrinet | $331.78 | -52.98% | $126 → $156 | Upgrade | Neutral → Overweight | |||
12/20/2022 | LITE | Lumentum Holdings | $117.02 | -45.31% | $83 → $64 | Downgrade | Overweight → Neutral | |||
12/20/2022 | NTAP | NetApp | $109.40 | -35.1% | $90 → $71 | Downgrade | Overweight → Neutral | |||
12/20/2022 | AAPL | Apple | $233.10 | -18.49% | $200 → $190 | Maintains | Overweight | |||
12/13/2022 | MBLY | Mobileye Global | $14.24 | 251.12% | → $50 | Initiates | → Overweight | |||
11/03/2022 | TEL | TE Connectivity | $206.29 | -34.56% | $145 → $135 | Maintains | Neutral | |||
11/03/2022 | QCOM | Qualcomm | $156.73 | 18.04% | $190 → $185 | Maintains | Overweight | |||
11/01/2022 | WOLF | Wolfspeed | $1.32 | 9369.7% | $150 → $125 | Maintains | Overweight | |||
10/24/2022 | WOLF | Wolfspeed | $1.32 | 12021.21% | $130 → $160 | Upgrade | Neutral → Overweight | |||
10/12/2022 | TER | Teradyne | $114.02 | -25.45% | $105 → $85 | Maintains | Neutral | |||
10/12/2022 | QCOM | Qualcomm | $156.73 | 21.23% | $185 → $190 | Maintains | Overweight | |||
10/10/2022 | WOLF | Wolfspeed | $1.32 | 9748.48% | $120 → $130 | Maintains | Neutral | |||
10/10/2022 | NATI | National Instruments | — | — | $43 → $46 | Maintains | Neutral | |||
10/10/2022 | KEYS | Keysight Techs | $173.62 | 29.59% | $215 → $225 | Maintains | Overweight | |||
10/10/2022 | ST | Sensata Technologies | $33.49 | 40.32% | $42 → $47 | Maintains | Neutral | |||
10/10/2022 | APH | Amphenol | $109.81 | -11.67% | $86 → $97 | Maintains | Overweight | |||
10/10/2022 | TEL | TE Connectivity | $206.29 | -29.71% | $135 → $145 | Maintains | Neutral | |||
09/20/2022 | VLDR | Velodyne Lidar | — | — | — | Initiates | → Underweight | |||
09/20/2022 | INVZ | Innoviz Technologies | $1.58 | 1292.41% | → $22 | Initiates | → Overweight | |||
09/20/2022 | LAZR | Luminar Technologies | $2.54 | 1081.1% | → $30 | Initiates | → Overweight | |||
09/20/2022 | CPTN | Cepton | — | — | — | Initiates | → Neutral | |||
09/06/2022 | CIEN | Ciena | $94.66 | -52.46% | $62 → $45 | Downgrade | Overweight → Neutral | |||
08/29/2022 | NTAP | NetApp | $109.40 | -17.73% | $85 → $90 | Maintains | Overweight | |||
08/02/2022 | ANET | Arista Networks | $137.90 | 16.03% | $150 → $160 | Maintains | Overweight | |||
07/28/2022 | TER | Teradyne | $114.02 | -7.91% | → $105 | Maintains | Neutral | |||
07/27/2022 | TEL | TE Connectivity | $206.29 | -34.56% | $135 → $135 | Maintains | Neutral | |||
07/14/2022 | CMBM | Cambium Networks | $0.76 | 2129.51% | $18 → $17 | Maintains | Neutral | |||
07/14/2022 | CIEN | Ciena | $94.66 | -34.5% | $72 → $62 | Maintains | Overweight | |||
07/14/2022 | COMM | CommScope Hldg Co | $15.15 | -53.8% | $9 → $7 | Maintains | Neutral | |||
07/14/2022 | GLW | Corning | $65.46 | -37.36% | $45 → $41 | Maintains | Overweight | |||
07/14/2022 | DELL | Dell Technologies | $138.68 | -60.34% | $60 → $55 | Maintains | Overweight | |||
07/14/2022 | HPE | Hewlett Packard | $21.56 | -25.79% | $18 → $16 | Maintains | Overweight | |||
07/14/2022 | FN | Fabrinet | $331.78 | -73.48% | $115 → $88 | Maintains | Neutral | |||
07/14/2022 | HPQ | HP | $27.03 | 33.17% | $39 → $36 | Maintains | Neutral | |||
07/14/2022 | INFN | Infinera | — | — | $7.5 → $6.5 | Maintains | Underweight | |||
07/14/2022 | KEYS | Keysight Techs | $173.62 | 1.37% | $200 → $176 | Maintains | Overweight | |||
07/14/2022 | LITE | Lumentum Holdings | $117.02 | -14.54% | $115 → $100 | Maintains | Overweight | |||
07/14/2022 | NATI | National Instruments | — | — | $42 → $35 | Maintains | Neutral | |||
07/14/2022 | NTAP | NetApp | $109.40 | -22.3% | $100 → $85 | Maintains | Overweight | |||
07/14/2022 | QCOM | Qualcomm | $156.73 | 18.04% | $205 → $185 | Maintains | Overweight | |||
07/14/2022 | ST | Sensata Technologies | $33.49 | 25.39% | $58 → $42 | Maintains | Neutral | |||
07/14/2022 | VIAV | Viavi Solutions | $11.03 | 35.99% | $18 → $15 | Maintains | Neutral | |||
07/14/2022 | WOLF | Wolfspeed | $1.32 | 5960.61% | $105 → $80 | Maintains | Neutral | |||
07/14/2022 | XRX | Xerox Holdings | $4.36 | 221.1% | $16 → $14 | Maintains | Underweight | |||
07/14/2022 | FFIV | F5 | $325.79 | -45.36% | → $178 | Downgrade | Overweight → Neutral | |||
07/14/2022 | ANET | Arista Networks | $137.90 | 8.77% | $160 → $150 | Maintains | Overweight | |||
07/14/2022 | APH | Amphenol | $109.81 | — | — | Upgrade | Neutral → Overweight | |||
07/14/2022 | CSCO | Cisco Systems | $70.37 | -27.53% | $62 → $51 | Downgrade | Overweight → Neutral | |||
07/14/2022 | JNPR | Juniper Networks | — | — | $37 → $36 | Upgrade | Neutral → Overweight | |||
07/14/2022 | TEL | TE Connectivity | $206.29 | -35.04% | $166 → $134 | Downgrade | Overweight → Neutral | |||
07/14/2022 | CDW | CDW | $167.48 | — | — | Upgrade | Neutral → Overweight | |||
07/05/2022 | TER | Teradyne | $114.02 | 5.24% | → $120 | Initiates | → Neutral | |||
05/25/2022 | DELL | Dell Technologies | $138.68 | -56.73% | $68 → $60 | Maintains | Overweight | |||
05/25/2022 | HPE | Hewlett Packard | $21.56 | -16.51% | $20 → $18 | Maintains | Overweight | |||
05/25/2022 | HPQ | HP | $27.03 | 44.27% | $41 → $39 | Maintains | Neutral | |||
05/25/2022 | NTAP | NetApp | $109.40 | -8.59% | $110 → $100 | Maintains | Overweight | |||
05/19/2022 | CSCO | Cisco Systems | $70.37 | -11.89% | $67 → $62 | Maintains | Overweight | |||
05/18/2022 | KEYS | Keysight Techs | $173.62 | 15.19% | $230 → $200 | Maintains | Overweight | |||
05/11/2022 | AVYA | Avaya Hldgs | — | — | $16 → $7 | Downgrade | Neutral → Underweight | |||
04/29/2022 | AAPL | Apple | $233.10 | -14.2% | $205 → $200 | Maintains | Overweight | |||
04/24/2022 | AAPL | Apple | $233.10 | -12.05% | $210 → $205 | Maintains | Overweight | |||
04/12/2022 | TEL | TE Connectivity | $206.29 | -19.53% | → $166 | Maintains | Overweight | |||
02/22/2022 | CMBM | Cambium Networks | $0.76 | 4096.72% | $27 → $32 | Maintains | Neutral | |||
02/03/2022 | QCOM | Qualcomm | $156.73 | 53.13% | $225 → $240 | Maintains | Overweight | |||
01/27/2022 | GLW | Corning | $65.46 | -23.61% | $45 → $50 | Maintains | Overweight | |||
01/26/2022 | LITE | Lumentum Holdings | $117.02 | -6% | → $110 | Upgrade | Neutral → Overweight | |||
01/20/2022 | TEL | TE Connectivity | $206.29 | -14.68% | → $176 | Maintains | Overweight | |||
01/20/2022 | FFIV | F5 | $325.79 | -15.59% | $245 → $275 | Maintains | Overweight | |||
01/20/2022 | FN | Fabrinet | $331.78 | -62.32% | $115 → $125 | Maintains | Neutral | |||
01/20/2022 | LITE | Lumentum Holdings | $117.02 | -6% | $100 → $110 | Maintains | Neutral | |||
12/13/2021 | KEYS | Keysight Techs | $173.62 | 32.47% | $220 → $230 | Maintains | Overweight | |||
12/13/2021 | LITE | Lumentum Holdings | $117.02 | -14.54% | $95 → $100 | Maintains | Neutral | |||
12/13/2021 | AAPL | Apple | $233.10 | -9.91% | $180 → $210 | Maintains | Overweight | |||
12/13/2021 | CMBM | Cambium Networks | $0.76 | 3834.43% | $49 → $30 | Downgrade | Overweight → Neutral | |||
12/13/2021 | COMM | CommScope Hldg Co | $15.15 | -14.19% | $15 → $13 | Downgrade | Overweight → Neutral | |||
12/13/2021 | NATI | National Instruments | — | — | $46 → $48 | Upgrade | Underweight → Neutral | |||
12/13/2021 | NTAP | NetApp | $109.40 | 0.55% | $108 → $110 | Upgrade | Neutral → Overweight | |||
11/23/2021 | AAPL | Apple | $233.10 | -22.78% | $180 → $180 | Maintains | Overweight | |||
10/28/2021 | AAPL | Apple | $233.10 | -22.78% | $175 → $180 | Maintains | Overweight | |||
10/18/2021 | TEL | TE Connectivity | $206.29 | -17.59% | $160 → $170 | Maintains | Overweight | |||
10/18/2021 | INFN | Infinera | — | — | $11 → $9 | Downgrade | Neutral → Underweight | |||
10/18/2021 | AVYA | Avaya Hldgs | — | — | $32 → $23 | Downgrade | Overweight → Neutral | |||
10/18/2021 | ST | Sensata Technologies | $33.49 | — | — | Downgrade | Overweight → Neutral | |||
10/11/2021 | AAPL | Apple | $233.10 | -24.92% | $175 → $175 | Maintains | Overweight | |||
07/20/2021 | VIAV | Viavi Solutions | $11.03 | 72.26% | → $19 | Downgrade | Overweight → Neutral | |||
07/14/2021 | AAPL | Apple | $233.10 | -24.92% | $170 → $175 | Maintains | Overweight | |||
07/06/2021 | AAPL | Apple | $233.10 | -27.07% | $165 → $170 | Maintains | Overweight | |||
05/14/2021 | LITE | Lumentum Holdings | $117.02 | -31.63% | $118 → $80 | Downgrade | Overweight → Neutral | |||
04/29/2021 | AAPL | Apple | $233.10 | -29.21% | $150 → $165 | Maintains | Overweight | |||
04/27/2021 | AAPL | Apple | $233.10 | -35.65% | $150 → $150 | Maintains | Overweight | |||
04/19/2021 | GLW | Corning | $65.46 | -15.97% | → $55 | Upgrade | Neutral → Overweight | |||
03/05/2021 | CSCO | Cisco Systems | $70.37 | -21.84% | → $55 | Upgrade | Neutral → Overweight | |||
03/04/2021 | QCOM | Qualcomm | $156.73 | 8.47% | $185 → $170 | Maintains | Overweight | |||
03/03/2021 | CASA | Casa Systems | — | — | $9 → $10 | Upgrade | Underweight → Neutral | |||
03/03/2021 | ST | Sensata Technologies | $33.49 | 114.96% | $61 → $72 | Upgrade | Neutral → Overweight | |||
02/08/2021 | IIVI | II-VI | — | — | $65 → $100 | Maintains | Overweight | |||
02/05/2021 | AVYA | Avaya Hldgs | — | — | $23 → $27 | Maintains | Overweight | |||
02/05/2021 | KEYS | Keysight Techs | $173.62 | -4.96% | $135 → $165 | Maintains | Overweight | |||
01/25/2021 | CSCO | Cisco Systems | $70.37 | -28.95% | $44 → $50 | Maintains | Neutral | |||
01/25/2021 | ANET | Arista Networks | $137.90 | 153.81% | $330 → $350 | Maintains | Overweight | |||
12/11/2020 | JNPR | Juniper Networks | — | — | → $25 | Downgrade | Overweight → Neutral | |||
12/11/2020 | GLW | Corning | $65.46 | -40.42% | → $39 | Downgrade | Overweight → Neutral | |||
12/11/2020 | COMM | CommScope Hldg Co | $15.15 | 18.81% | → $18 | Upgrade | Neutral → Overweight | |||
11/16/2020 | FFIV | F5 | $325.79 | -41.07% | → $192 | Upgrade | Neutral → Overweight | |||
10/08/2020 | NPTN | NeoPhotonics | — | — | → $7 | Downgrade | Overweight → Neutral | |||
10/08/2020 | NATI | National Instruments | — | — | → $37 | Downgrade | Neutral → Underweight | |||
10/08/2020 | ANET | Arista Networks | $137.90 | 99.42% | → $275 | Upgrade | Neutral → Overweight | |||
09/01/2020 | AAPL | Apple | $233.10 | -35.65% | $115 → $150 | Maintains | Overweight | |||
07/29/2020 | JNPR | Juniper Networks | — | — | $27 → $28 | Maintains | Overweight | |||
07/16/2020 | CSCO | Cisco Systems | $70.37 | -28.95% | → $50 | Downgrade | Overweight → Neutral | |||
07/16/2020 | GLW | Corning | $65.46 | -45% | $25 → $36 | Upgrade | Neutral → Overweight | |||
06/18/2020 | GLW | Corning | $65.46 | -61.81% | $23 → $25 | Maintains | Neutral | |||
06/01/2020 | KEYS | Keysight Techs | $173.62 | -26.85% | $112 → $127 | Upgrade | Neutral → Overweight | |||
06/01/2020 | HLIT | Harmonic | $9.25 | -35.14% | $7.5 → $6 | Downgrade | Overweight → Neutral | |||
06/01/2020 | VIAV | Viavi Solutions | $11.03 | 45.06% | $14 → $16 | Upgrade | Neutral → Overweight | |||
05/12/2020 | IIVI | II-VI | — | — | $45 → $53 | Maintains | Overweight | |||
05/12/2020 | AVYA | Avaya Hldgs | — | — | $11 → $16 | Maintains | Overweight | |||
05/01/2020 | AAPL | Apple | $233.10 | 50.15% | $335 → $350 | Maintains | Overweight | |||
04/28/2020 | HLIT | Harmonic | $9.25 | -18.92% | $9 → $7.5 | Maintains | Overweight | |||
04/28/2020 | FFIV | F5 | $325.79 | -55.49% | $138 → $145 | Maintains | Neutral | |||
04/23/2020 | APH | Amphenol | $109.81 | -18.04% | $96 → $90 | Maintains | Neutral | |||
04/23/2020 | AVYA | Avaya Hldgs | — | — | → $11 | Initiates | → Overweight | |||
04/14/2020 | HLIT | Harmonic | $9.25 | — | — | Initiates | → Overweight | |||
04/14/2020 | NPTN | NeoPhotonics | — | — | → $11 | Initiates | → Overweight | |||
04/14/2020 | EXTR | Extreme Networks | $20.83 | — | — | Initiates | → Neutral | |||
04/14/2020 | KEYS | Keysight Techs | $173.62 | -35.49% | → $112 | Initiates | → Neutral | |||
04/08/2020 | AAPL | Apple | $233.10 | 43.72% | $350 → $335 | Maintains | Overweight | |||
03/04/2020 | ANET | Arista Networks | $137.90 | 31.98% | → $182 | Upgrade | Underweight → Neutral | |||
01/29/2020 | AAPL | Apple | $233.10 | 50.15% | $300 → $350 | Maintains | Overweight | |||
01/21/2020 | TEL | TE Connectivity | $206.29 | -43.28% | $98 → $117 | Upgrade | Neutral → Overweight | |||
01/13/2020 | AAPL | Apple | $233.10 | 26.98% | $296 → $296 | Maintains | Overweight | |||
12/02/2019 | AAPL | Apple | $233.10 | 26.98% | $290 → $296 | Maintains | Overweight | |||
11/15/2019 | AAPL | Apple | $233.10 | 24.41% | $280 → $290 | Maintains | Overweight | |||
11/14/2019 | CSCO | Cisco Systems | $70.37 | -17.58% | $62 → $58 | Maintains | Overweight | |||
11/14/2019 | NTAP | NetApp | $109.40 | -50.64% | $51 → $54 | Maintains | Neutral | |||
11/13/2019 | IIVI | II-VI | — | — | $47 → $45 | Maintains | Overweight | |||
11/13/2019 | INFN | Infinera | — | — | — | Upgrade | Underweight → Neutral | |||
10/28/2019 | AAPL | Apple | $233.10 | 17.98% | $265 → $275 | Maintains | Overweight | |||
10/22/2019 | TEL | TE Connectivity | $206.29 | -50.56% | → $102 | Initiates | → Neutral | |||
10/22/2019 | APH | Amphenol | $109.81 | -5.29% | → $104 | Initiates | → Neutral | |||
10/22/2019 | JNPR | Juniper Networks | — | — | — | Upgrade | Underweight → Neutral | |||
09/30/2019 | AAPL | Apple | $233.10 | 13.69% | $243 → $265 | Maintains | Overweight | |||
09/06/2019 | CIEN | Ciena | $94.66 | -47.18% | $53 → $50 | Maintains | Overweight | |||
07/29/2019 | IIVI | II-VI | — | — | → $50 | Initiates | → Overweight | |||
07/09/2019 | AAPL | Apple | $233.10 | 2.53% | $233 → $239 | Maintains | Overweight | |||
06/25/2019 | NTAP | NetApp | $109.40 | -38.76% | $64 → $67 | Maintains | Neutral | |||
06/03/2019 | INFN | Infinera | — | — | — | Downgrade | Neutral → Underweight | |||
06/03/2019 | INFN | Infinera | — | — | — | Downgrade | Neutral → Underweight | |||
04/22/2019 | COMM | CommScope Hldg Co | $15.15 | — | — | Initiates | → Overweight | |||
04/22/2019 | ST | Sensata Technologies | $33.49 | 70.17% | $60 → $57 | Downgrade | Overweight → Neutral | |||
04/22/2019 | VIAV | Viavi Solutions | $11.03 | 17.86% | $12 → $13 | Upgrade | Underweight → Neutral | |||
03/22/2019 | LITE | Lumentum Holdings | $117.02 | -44.45% | $50 → $65 | Upgrade | Neutral → Overweight | |||
03/12/2019 | FFIV | F5 | $325.79 | — | — | Downgrade | Overweight → Neutral | |||
02/14/2019 | NTAP | NetApp | $109.40 | -31.44% | $80 → $75 | Downgrade | Overweight → Neutral | |||
11/14/2018 | HTZ | Hertz Global Holdings | $5.42 | 305.9% | $21 → $22 | Maintains | Neutral | |||
11/13/2018 | LITE | Lumentum Holdings | $117.02 | -57.27% | $80 → $50 | Downgrade | Overweight → Neutral | |||
11/02/2018 | VIAV | Viavi Solutions | $11.03 | 8.79% | $11 → $12 | Maintains | Underweight | |||
11/02/2018 | AAPL | Apple | $233.10 | 15.83% | $272 → $270 | Maintains | Overweight | |||
10/11/2018 | LITE | Lumentum Holdings | $117.02 | — | — | Upgrade | Neutral → Overweight | |||
09/27/2018 | AAPL | Apple | $233.10 | 16.69% | → $272 | Initiates | → Overweight | |||
06/01/2018 | CIEN | Ciena | $94.66 | -65.14% | $36 → $33 | Maintains | Overweight | |||
05/23/2018 | LITE | Lumentum Holdings | $117.02 | -33.34% | $74 → $78 | Maintains | Neutral | |||
05/03/2018 | VIAV | Viavi Solutions | $11.03 | -9.34% | → $10 | Initiates | → Underweight | |||
05/03/2018 | LITE | Lumentum Holdings | $117.02 | -36.76% | → $74 | Initiates | → Neutral | |||
05/03/2018 | JNPR | Juniper Networks | — | — | → $24 | Initiates | → Underweight | |||
05/03/2018 | INFN | Infinera | — | — | → $13 | Initiates | → Neutral | |||
05/03/2018 | GLW | Corning | $65.46 | -49.58% | → $33 | Initiates | → Neutral | |||
05/03/2018 | COMM | CommScope Hldg Co | $15.15 | 124.42% | → $34 | Initiates | → Neutral | |||
05/03/2018 | FFIV | F5 | $325.79 | -35.23% | → $211 | Initiates | → Overweight | |||
05/03/2018 | CIEN | Ciena | $94.66 | -61.97% | → $36 | Initiates | → Overweight | |||
05/03/2018 | CSCO | Cisco Systems | $70.37 | -19% | → $57 | Initiates | → Overweight | |||
08/04/2017 | HTZ | Hertz Global Holdings | $5.42 | 176.75% | → $15 | Initiates | → Neutral | |||
08/04/2017 | CAR | Avis Budget Gr | $161.25 | -75.81% | → $39 | Initiates | → Overweight | |||
02/21/2017 | LKQ | LKQ | $31.72 | 29.25% | → $41 | Initiates | → Overweight | |||
10/11/2016 | VIAV | Viavi Solutions | $11.03 | — | — | Upgrade | Neutral → Overweight | |||
09/08/2016 | AAPL | Apple | $233.10 | — | — | Maintains | Overweight | |||
08/18/2016 | NTAP | NetApp | $109.40 | — | — | Upgrade | Underweight → Neutral | |||
07/28/2016 | INFN | Infinera | — | — | $19 → $8.5 | Downgrade | Overweight → Neutral | |||
07/27/2016 | AAPL | Apple | $233.10 | -54.1% | $105 → $107 | Maintains | Overweight | |||
05/19/2016 | CSCO | Cisco Systems | $70.37 | -60.21% | $27.5 → $28 | Maintains | Neutral | |||
05/05/2016 | LITE | Lumentum Holdings | $117.02 | -76.07% | $25 → $28 | Upgrade | Neutral → Overweight | |||
04/06/2016 | CSCO | Cisco Systems | $70.37 | -60.92% | $17 → $27.5 | Upgrade | Underweight → Neutral | |||
01/28/2016 | JNPR | Juniper Networks | — | — | $35 → $30 | Maintains | Overweight | |||
12/17/2015 | GLW | Corning | $65.46 | -72.5% | $20 → $18 | Downgrade | Overweight → Neutral | |||
12/17/2015 | COMM | CommScope Hldg Co | $15.15 | — | — | Upgrade | Neutral → Overweight | |||
10/15/2015 | ST | Sensata Technologies | $33.49 | 85.1% | → $62 | Initiates | → Overweight | |||
09/23/2015 | COMM | CommScope Hldg Co | $15.15 | 107.92% | $30 → $31.5 | Assumes | → Neutral | |||
08/06/2015 | LITE | Lumentum Holdings | $117.02 | -82.91% | → $20 | Initiates | → Neutral | |||
05/21/2015 | NTAP | NetApp | $109.40 | -73.49% | $35 → $29 | Downgrade | Neutral → Underweight | |||
02/11/2015 | AAPL | Apple | $233.10 | -37.79% | $140 → $145 | Maintains | Overweight | |||
02/09/2015 | GLW | Corning | $65.46 | -58.75% | $26 → $27 | Maintains | Overweight | |||
01/28/2015 | AAPL | Apple | $233.10 | -39.94% | $112 → $140 | Maintains | Overweight | |||
01/28/2015 | JNPR | Juniper Networks | — | — | $22.5 → $25 | Maintains | Overweight | |||
01/23/2015 | INFN | Infinera | — | — | $15 → $20 | Maintains | Overweight | |||
01/15/2015 | GLW | Corning | $65.46 | -60.28% | $21 → $26 | Upgrade | Neutral → Overweight | |||
12/10/2014 | NTAP | NetApp | $109.40 | -60.24% | → $43.5 | Initiates | → Neutral | |||
11/14/2014 | FFIV | F5 | $325.79 | -60.1% | $115 → $130 | Maintains | Neutral | |||
10/23/2014 | INFN | Infinera | — | — | $13 → $15 | Maintains | Overweight | |||
07/24/2014 | FFIV | F5 | $325.79 | -65.62% | $110 → $112 | Maintains | Neutral | |||
05/01/2014 | COMM | CommScope Hldg Co | $15.15 | 98.02% | $29 → $30 | Maintains | Overweight | |||
04/29/2014 | GLW | Corning | $65.46 | -67.92% | $16.5 → $21 | Maintains | Neutral | |||
04/29/2014 | COMM | CommScope Hldg Co | $15.15 | 91.42% | $25 → $29 | Maintains | Overweight | |||
02/17/2014 | CIEN | CIENA Corporation | $94.66 | -68.31% | $26 → $30 | Maintains | Overweight | |||
01/28/2014 | AAPL | Apple | $233.10 | 150.97% | $615 → $585 | Maintains | Overweight | |||
01/27/2014 | CSCO | Cisco Systems | $70.37 | -75.84% | $21 → $17 | Downgrade | Neutral → Underweight | |||
12/19/2013 | AAPL | Apple | $233.10 | 163.84% | $600 → $615 | Maintains | Overweight | |||
12/04/2013 | COMM | CommScope Hldg Co | $15.15 | 58.42% | → $24 | Initiates | → Overweight | |||
08/09/2013 | CSCO | Cisco Systems | $70.37 | -63.05% | $18 → $26 | Upgrade | Underweight → Neutral | |||
04/26/2013 | NATI | National Instruments | — | — | $32 → $28 | Downgrade | Overweight → Neutral | |||
03/22/2013 | FFIV | F5 | $325.79 | -72.37% | $105 → $90 | Maintains | Neutral | |||
01/17/2013 | AAPL | Apple | $233.10 | 211.03% | $770 → $725 | Maintains | Overweight | |||
01/17/2013 | INFN | Infinera | — | — | $6 → $8 | Upgrade | Neutral → Overweight | |||
01/17/2013 | JNPR | Juniper Networks | — | — | $21 → $25 | Upgrade | Neutral → Overweight | |||
01/17/2013 | CSCO | Cisco Systems | $70.37 | -74.42% | $20 → $18 | Downgrade | Neutral → Underweight | |||
12/20/2012 | JNPR | Juniper Networks | — | — | $19 → $21 | Maintains | Neutral | |||
12/20/2012 | FFIV | F5 | $325.79 | -70.84% | $83 → $95 | Maintains | Neutral | |||
12/20/2012 | CSCO | Cisco Systems | $70.37 | -71.58% | $19 → $20 | Maintains | Neutral | |||
12/19/2012 | ST | Sensata Technologies | $33.49 | 4.49% | $32 → $35 | Maintains | Overweight | |||
12/10/2012 | CSCO | Cisco Systems | $70.37 | -73% | $18 → $19 | Maintains | Neutral | |||
11/09/2012 | CSCO | Cisco Systems | $70.37 | -75.84% | $21 → $17 | Downgrade | Overweight → Neutral | |||
09/10/2012 | ST | Sensata Technologies | $33.49 | 7.48% | $31 → $36 | Maintains | Overweight | |||
09/10/2012 | JNPR | Juniper Networks | — | — | $15.5 → $18.5 | Maintains | Neutral | |||
09/10/2012 | CSCO | Cisco Systems | $70.37 | -70.16% | $20 → $21 | Maintains | Overweight | |||
09/05/2012 | AAPL | Apple | $233.10 | 230.33% | $675 → $770 | Maintains | Overweight | |||
08/31/2012 | CIEN | Ciena | $94.66 | -83.1% | $19 → $16 | Maintains | Overweight | |||
08/16/2012 | CSCO | Cisco Systems | $70.37 | -71.58% | $19 → $20 | Maintains | Overweight | |||
07/25/2012 | AAPL | Apple | $233.10 | 189.58% | $695 → $675 | Maintains | Overweight | |||
07/25/2012 | JNPR | Juniper Networks | — | — | $17 → $15.5 | Maintains | Neutral | |||
07/23/2012 | JNPR | Juniper Networks | — | — | $19 → $17 | Maintains | Neutral | |||
07/19/2012 | FFIV | F5 | $325.79 | -69.61% | $101 → $99 | Maintains | Neutral | |||
07/12/2012 | ST | Sensata Technologies | $33.49 | -7.45% | $32 → $31 | Maintains | Overweight | |||
06/22/2012 | GLW | Corning | $65.46 | -81.67% | $13.5 → $12 | Upgrade | Underweight → Neutral | |||
06/13/2012 | JNPR | Juniper Networks | — | — | $22 → $19 | Maintains | Neutral | |||
06/01/2012 | CIEN | Ciena | $94.66 | -82.04% | $20 → $17 | Maintains | Overweight | |||
05/24/2012 | NTAP | NetApp | $109.40 | -65.27% | $52 → $38 | Maintains | Overweight | |||
04/26/2012 | GLW | Corning | $65.46 | -79.38% | $12.5 → $13.5 | Maintains | Underweight | |||
04/23/2012 | JNPR | Juniper Networks | — | — | $20 → $22 | Maintains | Neutral | |||
04/19/2012 | FFIV | F5 Networks | $325.79 | -58.87% | $122 → $134 | Maintains | Neutral | |||
04/16/2012 | FFIV | F5 Networks | $325.79 | -62.55% | $120 → $122 | Maintains | Neutral | |||
04/04/2012 | CIEN | Ciena | $94.66 | -78.87% | $15 → $20 | Upgrade | Neutral → Overweight | |||
04/03/2012 | AAPL | Apple | $233.10 | 206.74% | $625 → $715 | Maintains | Overweight |
