Ratings by BNP Paribas Exane (Karl Ackerman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/5/2026 | GlobalFoundries Inc. | GFS | Downgrade | Neutral (Outperform) |
48.68 (46.11) |
-5.28% | Details | |
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Seagate Technology | STX | Upgrade | Outperform (Neutral) |
325.99 (697.97) |
114.11% | Details | |
| 11/20/2025 | Astera Labs | ALAB | New Coverage | Outperform (N/A) |
139.52 (297.20) |
113.02% | Details | |
| 10/13/2025 | CIENA | CIEN | Upgrade | Outperform (Neutral) |
155.94 (363.21) |
132.92% | Details | |
| 10/13/2025 | Micron Technology | MU | Upgrade | Outperform (Underperform) |
181.60 (983.23) |
441.43% | Details | |
| 9/25/2025 | Arista Networks | ANET | Upgrade | Outperform (Neutral) |
142.64 (186.72) |
30.9% | Details | |
| 8/29/2025 | Marvell | MRVL | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/11/2025 | Arista Networks | ANET | Downgrade | Neutral (N/A) |
96.80 (142.64) |
47.36% | Details | |
| 5/16/2025 | Seagate Technology | STX | Upgrade | Neutral (Underperform) |
105.19 (697.97) |
563.53% | Details | |
| 4/9/2025 | MACOM Technology Solutions | MTSI | Upgrade | Outperform (Neutral) |
87.64 (260.92) |
197.72% | Details | |
| 3/11/2025 | Lumentum | LITE | Upgrade | Outperform (Neutral) |
62.11 (913.95) |
1371.5% | Details | |
| 1/28/2025 | Cisco | CSCO | Upgrade | Outperform (Neutral) |
59.08 (110.29) |
86.68% | Details | |
| 11/18/2024 | Ingram Micro | INGM | New Coverage | Neutral (N/A) |
23.47 (28.40) |
21.01% | Details | |
| 10/30/2024 | Qorvo Inc | QRVO | Downgrade | Neutral (Outperform) |
100.48 (114.17) |
13.62% | Details | |
| 10/9/2024 | CIENA | CIEN | Downgrade | Neutral (Outperform) |
65.25 (155.94) |
138.99% | Details | |
| 9/12/2024 | Micron Technology | MU | Downgrade | Underperform (Outperform) |
86.85 (181.60) |
109.1% | Details | |
| 5/13/2024 | Cisco | CSCO | Upgrade | Neutral (Underperform) |
47.79 (110.29) |
130.78% | Details | |
| 4/11/2024 | CIENA | CIEN | New Coverage | Outperform (N/A) |
46.74 (363.21) |
677.09% | Details | |
| 1/11/2024 | Seagate Technology | STX | Downgrade | Underperform (Neutral) |
80.11 (697.97) |
771.26% | Details | |
| 9/20/2023 | Skyworks Solutions | SWKS | Downgrade | Neutral (Outperform) |
98.50 (87.23) |
-11.44% | Details | |
| 9/20/2023 | Western Digital Corp. | WDC | Upgrade | Outperform (Neutral) |
43.65 (396.42) |
808.18% | Details | |
| 8/3/2023 | Qorvo Inc | QRVO | Upgrade | Outperform (Neutral) |
110.21 (114.17) |
3.59% | Details | |
| 7/20/2023 | Arista Networks | ANET | New Coverage | Outperform (N/A) |
176.26 (186.72) |
5.93% | Details | |
| 7/20/2023 | Juniper Networks | JNPR | New Coverage | Neutral (N/A) |
30.22 (39.95) |
32.2% | Details | |
| 7/20/2023 | Cisco | CSCO | New Coverage | Underperform (N/A) |
52.43 (110.29) |
110.36% | Details | |
| 5/19/2023 | MaxLinear | MXL | Upgrade | Neutral (Underperform) |
27.43 (75.14) |
173.93% | Details | |
| 2/28/2023 | MACOM Technology Solutions | MTSI | New Coverage | Neutral (N/A) |
68.11 (260.92) |
283.09% | Details | |
| 2/28/2023 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
585.45 (351.81) |
-39.91% | Details | |
| 2/28/2023 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Outperform (N/A) |
10.34 (173.69) |
1579.79% | Details | |
| 2/28/2023 | MaxLinear | MXL | New Coverage | Underperform (N/A) |
34.49 (75.14) |
117.86% | Details | |
| 1/23/2023 | Western Digital Corp. | WDC | Upgrade | Neutral (Underperform) |
37.55 (396.42) |
955.71% | Details | |
| 9/13/2022 | Marvell | MRVL | New Coverage | Outperform (N/A) |
50.25 (251.65) |
400.8% | Details | |
| 9/13/2022 | Seagate Technology | STX | New Coverage | Neutral (N/A) |
68.77 (697.97) |
914.93% | Details | |
| 9/13/2022 | Western Digital Corp. | WDC | New Coverage | Underperform (N/A) |
43.27 (396.42) |
816.15% | Details | |
| 9/13/2022 | Skyworks Solutions | SWKS | New Coverage | Outperform (N/A) |
103.62 (87.23) |
-15.82% | Details | |
| 9/13/2022 | Qorvo Inc | QRVO | New Coverage | Neutral (N/A) |
93.41 (114.17) |
22.22% | Details | |
| 9/13/2022 | Micron Technology | MU | New Coverage | Outperform (N/A) |
57.94 (983.23) |
1596.98% | Details |
