Ratings by Evercore ISI (Amit Daryanani)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/9/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2026 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/7/2026 | NetApp | NTAP | Upgrade | Outperform (In Line) |
228.45 (203.80) |
-10.79% | Details | |
| 10/1/2026 | Accenture plc | ACN | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/30/2026 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 9/21/2026 | CIENA | CIEN | Upgrade | Outperform (In Line) |
348.80 (332.73) |
-4.61% | Details | |
| 9/18/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/14/2026 | Lyntris | LYNX | New Coverage | Outperform (N/A) |
12.74 (11.33) |
-11.07% | Details | |
| 9/14/2026 | HP Enterprise | HPE | Downgrade | In Line (Outperform) |
55.22 (55.13) |
-0.16% | Details | |
| 9/10/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/3/2026 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 9/3/2026 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 9/2/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2026 | Red Cat Holdings Inc. | RCAT | New Coverage | Outperform (N/A) |
8.49 (4.72) |
-44.41% | Details | |
| 8/31/2026 | Lumentum | LITE | New Coverage | Outperform (N/A) |
956.14 (824.13) |
-13.81% | Details | |
| 8/27/2026 | Everpure | P | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2026 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/24/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/29/2026 | Vertiv | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2026 | IBM | IBM | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/21/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/14/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/8/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2026 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/1/2026 | Everpure | P | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/25/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/22/2026 | TE Connectivity | TEL | Downgrade | In Line (Outperform) |
212.20 (212.64) |
0.21% | Details | |
| 6/8/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2026 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2026 | Dell | DELL | New Coverage | Outperform (N/A) |
305.32 (451.71) |
47.95% | Details | |
| 5/27/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2026 | F5 Networks | FFIV | Upgrade | Outperform (In Line) |
364.59 (442.03) |
21.24% | Details | |
| 5/14/2026 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 5/4/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2026 | Vertiv | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Western Digital Corp. | WDC | Maintain | In Line (N/A) |
|
Details | ||
| 4/20/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Ingram Micro | INGM | Maintain | In Line (N/A) |
|
Details | ||
| 4/20/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2026 | SanDisk | SNDK | New Coverage | Outperform (N/A) |
851.77 (1299.30) |
52.54% | Details | |
| 4/10/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2026 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/8/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Vistance Networks | VISN | Maintain | In Line (N/A) |
|
Details | ||
| 4/7/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2026 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Vistance | VISN | New Coverage | In Line (N/A) |
19.58 (5.80) |
-70.38% | Details | |
| 2/26/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | Dell | DELL | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/20/2026 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2026 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 2/13/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 2/4/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/2/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/28/2026 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/27/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Cisco | CSCO | Upgrade | Outperform (In Line) |
74.59 (107.39) |
43.97% | Details | |
| 1/26/2026 | IBM | IBM | Maintain | Underperform (N/A) |
|
Details | ||
| 1/22/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/9/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/18/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 12/11/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2025 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/8/2025 | IBM | IBM | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/8/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2025 | HP Enterprise | HPE | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/20/2025 | Cisco | CSCO | Maintain | In Line (N/A) |
|
Details | ||
| 11/19/2025 | IBM | IBM | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/13/2025 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/23/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/15/2025 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 10/8/2025 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/7/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2025 | CoreWeave | CRWV | New Coverage | Outperform (N/A) |
122.52 (61.39) |
-49.89% | Details | |
| 9/26/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | HP, Inc. | HPQ | Downgrade | In Line (Outperform) |
29.04 (30.01) |
3.34% | Details | |
| 9/10/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 9/4/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | Cisco | CSCO | Maintain | In Line (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 8/7/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Cisco | CSCO | Downgrade | In Line (Outperform) |
68.69 (74.59) |
8.59% | Details | |
| 7/24/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Ralliant Corp. | RAL | New Coverage | In Line (N/A) |
48.02 (61.03) |
27.09% | Details | |
| 7/18/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | Accenture plc | ACN | New Coverage | Outperform (N/A) |
279.67 (229.68) |
-17.87% | Details | |
| 7/17/2025 | Cognizant Technology Solutions | CTSH | New Coverage | Outperform (N/A) |
74.83 (66.03) |
-11.76% | Details | |
| 7/10/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 6/10/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | Amphenol | APH | Maintain | In Line (N/A) |
|
Details | ||
| 6/3/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | HP, Inc. | HPQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | HP Enterprise | HPE | Upgrade | Outperform (In Line) |
17.46 (55.13) |
215.75% | Details | |
| 5/20/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 5/5/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 4/3/2025 | Sensata Technologies | ST | Downgrade | In Line (Outperform) |
24.61 (40.58) |
64.89% | Details | |
| 4/2/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/27/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/10/2025 | Karman Holdings Inc | KRMN | New Coverage | Outperform (N/A) |
28.78 (34.68) |
20.5% | Details | |
| 3/7/2025 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2025 | Ingram Micro | INGM | Maintain | In Line (N/A) |
|
Details | ||
| 2/24/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2025 | Juniper Networks | JNPR | Upgrade | Outperform (In Line) |
34.59 (39.95) |
15.5% | Details | |
| 1/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 1/29/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 1/22/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2024 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | Ingram Micro | INGM | New Coverage | In Line (N/A) |
22.75 (26.70) |
17.36% | Details | |
| 11/13/2024 | Pure Storage | PSTG | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/13/2024 | Rackspace Technology Inc. | RXT | Maintain | In Line (N/A) |
|
Details | ||
| 11/11/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 10/23/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2024 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2024 | Dell | DELL | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/15/2024 | CIENA | CIEN | Downgrade | In Line (Outperform) |
67.73 (348.80) |
414.99% | Details | |
| 10/15/2024 | Sensata Technologies | ST | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2024 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/27/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 9/18/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | Resideo Technologies | REZI | New Coverage | Outperform (N/A) |
19.22 (16.46) |
-14.36% | Details | |
| 7/30/2024 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 7/24/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 6/10/2024 | Fortinet | FTNT | Maintain | In Line (In Line) |
|
Details | ||
| 6/10/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 6/5/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 6/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 5/30/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | HP, Inc. | HPQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2024 | Sensata Technologies | ST | Upgrade | Outperform (In Line) |
39.40 (24.61) |
-37.54% | Details | |
| 5/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2024 | Western Digital Corp. | WDC | New Coverage | Outperform (N/A) |
64.98 (332.00) |
410.93% | Details | |
| 3/25/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2024 | Motorola Solutions Inc. | MSI | New Coverage | Outperform (N/A) |
348.56 (463.15) |
32.88% | Details | |
| 3/22/2024 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Rackspace Technology Inc. | RXT | Maintain | In Line (N/A) |
|
Details | ||
| 3/11/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 3/1/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 2/29/2024 | CommScope Holding | COMM | New Coverage | In Line (N/A) |
1.85 (19.58) |
958.38% | Details | |
| 2/29/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Seagate Technology | STX | New Coverage | Outperform (N/A) |
88.66 (639.01) |
620.74% | Details | |
| 2/14/2024 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 2/6/2024 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/30/2024 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/26/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2024 | IBM | IBM | Upgrade | Outperform (In Line) |
166.84 (232.14) |
39.14% | Details | |
| 1/12/2024 | CIENA | CIEN | Upgrade | Outperform (In Line) |
48.38 (67.73) |
40% | Details | |
| 1/10/2024 | Juniper Networks | JNPR | Downgrade | In Line (Outperform) |
30.22 (34.59) |
14.46% | Details | |
| 1/4/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2023 | HP, Inc. | HPQ | Upgrade | Outperform (In Line) |
29.41 (29.04) |
-1.26% | Details | |
| 12/1/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 11/24/2023 | HP, Inc. | HPQ | Maintain | In Line (N/A) |
|
Details | ||
| 11/20/2023 | HP, Inc. | HPQ | Maintain | In Line (N/A) |
|
Details | ||
| 11/16/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | Arista Networks | ANET | Maintain | (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Downgrade | In Line (Outperform) |
57.31 (169.13) |
195.11% | Details | |
| 11/2/2023 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/31/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 10/26/2023 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2023 | Apple | AAPL | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Juniper Networks | JNPR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 8/31/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 8/18/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 8/9/2023 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 7/17/2023 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 6/29/2023 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 6/5/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 5/23/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Rackspace Technology Inc. | RXT | Maintain | In Line (N/A) |
|
Details | ||
| 5/5/2023 | TE Connectivity | TEL | Upgrade | Outperform (In Line) |
119.33 (212.20) |
77.83% | Details | |
| 5/4/2023 | CommScope Holding | COMM | Maintain | In Line (N/A) |
|
Details | ||
| 5/3/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 4/20/2023 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 4/19/2023 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2023 | Juniper Networks | JNPR | Upgrade | Outperform (In Line) |
33.37 (39.95) |
19.72% | Details | |
| 3/15/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/3/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | CommScope Holding | COMM | Maintain | In Line (N/A) |
|
Details | ||
| 2/23/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 2/16/2023 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2023 | Fortive | FTV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/30/2023 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 1/19/2023 | TE Connectivity | TEL | Downgrade | In Line (Outperform) |
124.21 (212.64) |
71.19% | Details | |
| 1/17/2023 | IBM | IBM | Maintain | Underperform (N/A) |
|
Details | ||
| 1/12/2023 | HP Enterprise | HPE | Downgrade | In Line (Outperform) |
17.06 (17.46) |
2.34% | Details | |
| 1/3/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2022 | Vivent Smart Home | VVNT | Maintain | In Line (N/A) |
|
Details | ||
| 11/30/2022 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 11/22/2022 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2022 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Vivent Smart Home | VVNT | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2022 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/28/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 10/26/2022 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 10/20/2022 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 10/16/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2022 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/11/2022 | F5 Networks | FFIV | Downgrade | In Line (Outperform) |
143.54 (364.59) |
154% | Details | |
| 10/11/2022 | CIENA | CIEN | Downgrade | In Line (Outperform) |
39.81 (332.73) |
735.8% | Details | |
| 9/28/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | HP, Inc. | HPQ | Maintain | In Line (N/A) |
|
Details | ||
| 8/29/2022 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 8/22/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 8/18/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 7/29/2022 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 7/20/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 7/4/2022 | HP, Inc. | HPQ | Downgrade | In Line (Outperform) |
32.78 (30.01) |
-8.45% | Details | |
| 6/28/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | CommScope Holding | COMM | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Plantronics | POLY | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Vivent Smart Home | VVNT | Maintain | In Line (N/A) |
|
Details | ||
| 6/14/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 5/31/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 4/5/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2022 | Dell | DELL | Upgrade | Outperform (In Line) |
51.96 (305.32) |
487.61% | Details | |
| 3/7/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Dell | DELL | Maintain | In Line (N/A) |
|
Details | ||
| 2/22/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/26/2022 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Plantronics | POLY | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | F5 Networks | FFIV | Upgrade | Outperform (In Line) |
235.70 (143.54) |
-39.1% | Details | |
| 1/10/2022 | CommScope Holding | COMM | Downgrade | In Line (Outperform) |
10.96 (1.85) |
-83.12% | Details | |
| 1/6/2022 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | CDW Corporation | CDW | New Coverage | Outperform (N/A) |
191.75 (150.48) |
-21.52% | Details | |
| 12/14/2021 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Vivent Smart Home | VVNT | Downgrade | In Line (Outperform) |
9.03 (12.00) |
32.89% | Details | |
| 12/14/2021 | Sensata Technologies | ST | Downgrade | Underperform (Outperform) |
59.36 (40.58) |
-31.64% | Details | |
| 12/14/2021 | Dell | DELL | Downgrade | In Line (Outperform) |
55.72 (451.71) |
710.68% | Details | |
| 12/9/2021 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2021 | IBM | IBM | New Coverage | In Line (N/A) |
117.10 (232.14) |
98.24% | Details | |
| 12/1/2021 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 11/26/2021 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | HP, Inc. | HPQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | TE Connectivity | TEL | Upgrade | Outperform (In Line) |
147.01 (212.64) |
44.64% | Details | |
| 9/16/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2021 | HP Enterprise | HPE | Upgrade | Outperform (In Line) |
14.02 (55.13) |
293.22% | Details | |
| 6/23/2021 | Helmerich & Payne | HP | Upgrade | Outperform (In Line) |
33.56 (37.43) |
11.53% | Details | |
| 4/19/2021 | Sensata Technologies | ST | Upgrade | Outperform (In Line) |
58.37 (40.58) |
-30.48% | Details | |
| 3/16/2021 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2021 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2020 | Resideo Technologies | REZI | New Coverage | Outperform (N/A) |
17.74 (19.22) |
8.34% | Details | |
| 10/20/2020 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 9/21/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2020 | Vertiv Holdings Co. | VRT | New Coverage | Outperform (N/A) |
16.10 (206.42) |
1182.11% | Details | |
| 8/31/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2020 | Rackspace Technology Inc. | RXT | New Coverage | Outperform (N/A) |
18.69 (2.83) |
-84.86% | Details | |
| 5/21/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2020 | Checkpoint Software | CHKP | New Coverage | In Line (N/A) |
101.99 (137.87) |
35.18% | Details | |
| 5/4/2020 | Palo Alto Networks | PANW | New Coverage | In Line (N/A) |
194.68 (342.00) |
75.67% | Details | |
| 5/4/2020 | Fortinet | FTNT | New Coverage | Outperform (N/A) |
104.34 (169.13) |
62.1% | Details | |
| 4/20/2020 | Akamai Technologies | AKAM | New Coverage | Outperform (N/A) |
105.35 (91.35) |
-13.29% | Details | |
| 3/16/2020 | TE Connectivity | TEL | New Coverage | In Line (N/A) |
70.21 (147.01) |
109.39% | Details | |
| 2/5/2020 | Plantronics | PLT | Downgrade | In Line (Outperform) |
27.47 (12.38) |
-54.93% | Details | |
| 2/5/2020 | Vivent Smart Home | VVNT | New Coverage | Outperform (N/A) |
14.25 (12.00) |
-15.79% | Details | |
| 1/29/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2020 | IBM | IBM | Downgrade | In Line (Outperform) |
136.74 (117.10) |
-14.36% | Details | |
| 1/5/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2019 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2019 | Helmerich & Payne | HP | Upgrade | Outperform (In Line) |
40.79 (37.43) |
-8.24% | Details | |
| 10/14/2019 | HP Enterprise | HPE | Upgrade | In Line (Underperform) |
14.11 (55.13) |
290.72% | Details | |
| 8/23/2019 | HP, Inc. | HPQ | Downgrade | In Line (Outperform) |
18.93 (30.01) |
58.53% | Details | |
| 6/28/2019 | Plantronics | PLT | New Coverage | Outperform (N/A) |
35.69 (27.47) |
-23.03% | Details | |
| 6/20/2019 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2019 | Apple | AAPL | New Coverage | Outperform (N/A) |
45.64 (343.46) |
652.54% | Details | |
| 6/6/2019 | Sensata Technologies | ST | New Coverage | In Line (N/A) |
45.45 (40.58) |
-10.72% | Details | |
| 6/6/2019 | CDW Corporation | CDW | New Coverage | Outperform (N/A) |
102.48 (191.75) |
87.11% | Details | |
| 6/6/2019 | NetApp | NTAP | New Coverage | In Line (N/A) |
61.15 (228.45) |
273.59% | Details | |
| 6/6/2019 | HP Enterprise | HPE | New Coverage | Underperform (N/A) |
14.13 (14.11) |
-0.14% | Details | |
| 6/6/2019 | HP, Inc. | HPQ | New Coverage | Outperform (N/A) |
19.39 (18.93) |
-2.37% | Details | |
| 6/6/2019 | Dell | DELL | New Coverage | Outperform (N/A) |
57.68 (451.71) |
683.13% | Details | |
| 6/6/2019 | IBM | IBM | New Coverage | Outperform (N/A) |
132.69 (232.14) |
74.95% | Details |
