Ratings by Wolfe Research (George Notter)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/21/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | Celestica | CLS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2026 | Super Micro Computer | SMCI | New Coverage | Peerperform (N/A) |
29.27 (36.71) |
25.42% | Details | |
| 6/10/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Cisco | CSCO | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/8/2026 | Applied Optoelectronics | AAOI | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/6/2026 | Corning | GLW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Celestica | CLS | New Coverage | Outperform (N/A) |
280.66 (292.59) |
4.25% | Details | |
| 2/4/2026 | Fabrinet | FN | Upgrade | Outperform (Peerperform) |
448.53 (402.07) |
-10.36% | Details | |
| 1/27/2026 | Corning | GLW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2025 | Amdocs Ltd. | DOX | Downgrade | Peerperform (Outperform) |
83.96 (62.60) |
-25.44% | Details | |
| 11/5/2025 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Radware | RDWR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Radware | RDWR | New Coverage | Outperform (N/A) |
30.49 (27.93) |
-8.4% | Details | |
| 7/8/2025 | Motorola Solutions Inc. | MSI | New Coverage | Peerperform (N/A) |
424.84 (491.24) |
15.63% | Details | |
| 7/8/2025 | HP Enterprise | HPE | New Coverage | Peerperform (N/A) |
21.34 (50.87) |
138.38% | Details | |
| 7/8/2025 | Lumentum | LITE | New Coverage | Outperform (N/A) |
92.75 (868.95) |
836.87% | Details | |
| 7/8/2025 | Corning | GLW | New Coverage | Outperform (N/A) |
53.04 (145.56) |
174.43% | Details | |
| 7/8/2025 | Fabrinet | FN | New Coverage | Peerperform (N/A) |
294.66 (448.53) |
52.22% | Details | |
| 7/8/2025 | Harmonic Inc. | HLIT | New Coverage | Underperform (N/A) |
9.81 (11.72) |
19.47% | Details | |
| 7/8/2025 | CSG Systems International Inc. | CSGS | New Coverage | Peerperform (N/A) |
66.04 (80.69) |
22.18% | Details | |
| 7/8/2025 | F5 Networks | FFIV | New Coverage | Outperform (N/A) |
300.13 (395.72) |
31.85% | Details | |
| 7/8/2025 | Amdocs Ltd. | DOX | New Coverage | Outperform (N/A) |
92.60 (83.96) |
-9.33% | Details | |
| 7/8/2025 | Applied Optoelectronics | AAOI | New Coverage | Peerperform (N/A) |
28.66 (103.39) |
260.75% | Details | |
| 7/8/2025 | Adient | ADNT | New Coverage | Peerperform (N/A) |
22.38 (18.25) |
-18.45% | Details | |
| 7/8/2025 | Cisco | CSCO | New Coverage | Peerperform (N/A) |
69.37 (109.74) |
58.2% | Details | |
| 7/8/2025 | Coherent | COHR | New Coverage | Outperform (N/A) |
90.90 (272.03) |
199.26% | Details | |
| 7/8/2025 | CommScope Holding | COMM | New Coverage | Peerperform (N/A) |
8.67 (19.58) |
125.84% | Details | |
| 7/8/2025 | Arista Networks | ANET | New Coverage | Outperform (N/A) |
102.52 (189.26) |
84.61% | Details | |
| 7/8/2025 | Axon Enterprise | AXON | New Coverage | Outperform (N/A) |
795.48 (518.30) |
-34.84% | Details | |
| 7/8/2025 | CIENA | CIEN | New Coverage | Outperform (N/A) |
81.38 (360.33) |
342.77% | Details | |
| 7/8/2025 | Calix | CALX | New Coverage | Peerperform (N/A) |
53.93 (37.70) |
-30.09% | Details |
