Ratings by Rothschild Redburn (Mike Harrison)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/1/2026 | Astera Labs | ALAB | New Coverage | Neutral (N/A) |
196.85 (303.62) |
54.24% | Details | |
| 5/1/2026 | CIENA | CIEN | New Coverage | Neutral (N/A) |
475.39 (374.41) |
-21.24% | Details | |
| 5/1/2026 | Coherent | COHR | New Coverage | Buy (N/A) |
304.93 (277.60) |
-8.96% | Details | |
| 5/1/2026 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
175.77 (202.68) |
15.31% | Details | |
| 5/1/2026 | Celestica | CLS | New Coverage | Buy (N/A) |
376.54 (301.34) |
-19.97% | Details | |
| 5/1/2026 | Lumentum | LITE | New Coverage | Buy (N/A) |
858.32 (732.82) |
-14.62% | Details | |
| 5/28/2025 | Marvell | MRVL | New Coverage | Neutral (N/A) |
60.69 (188.68) |
210.89% | Details | |
| 5/28/2025 | Arista Networks | ANET | New Coverage | Buy (N/A) |
91.20 (168.61) |
84.88% | Details | |
| 5/28/2025 | Broadcom Limited | AVGO | New Coverage | Buy (N/A) |
228.72 (370.83) |
62.13% | Details |

