Ratings by New Street Research (Pierre Ferragu)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/14/2026 | Micron Technology | MU | Upgrade | Buy (Neutral) |
949.83 (933.44) |
-1.73% | Details | |
| 7/30/2026 | Arm Holdings | ARM | Upgrade | Buy (Neutral) |
224.89 (234.82) |
4.42% | Details | |
| 6/18/2026 | Arm Holdings | ARM | Downgrade | Neutral (Buy) |
418.88 (224.89) |
-46.31% | Details | |
| 6/10/2026 | SpaceX | SPCX | New Coverage | Buy (N/A) |
21.98 (142.23) |
547.09% | Details | |
| 5/14/2026 | Telesat Corp | TSAT | New Coverage | Sell (N/A) |
53.62 (42.94) |
-19.92% | Details | |
| 5/14/2026 | Planet Labs | PL | New Coverage | Sell (N/A) |
40.74 (19.26) |
-52.72% | Details | |
| 5/14/2026 | Iridium Communications | IRDM | New Coverage | Neutral (N/A) |
43.09 (46.72) |
8.42% | Details | |
| 5/14/2026 | Echostar Holdings | SATS | New Coverage | Buy (N/A) |
133.23 (103.92) |
-22% | Details | |
| 5/14/2026 | ViaSat | VSAT | New Coverage | Buy (N/A) |
70.58 (66.28) |
-6.09% | Details | |
| 5/14/2026 | Rocket Lab USA | RKLB | New Coverage | Buy (N/A) |
124.15 (62.54) |
-49.63% | Details | |
| 5/14/2026 | AST Spacemobile | ASTS | New Coverage | Neutral (N/A) |
74.81 (55.80) |
-25.41% | Details | |
| 3/19/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2025 | Micron Technology | MU | Downgrade | Neutral (Buy) |
192.77 (933.44) |
384.22% | Details | |
| 10/6/2025 | ASML Inc. | ASML | Downgrade | Neutral (Buy) |
1032.22 (1665.14) |
61.32% | Details | |
| 8/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Cisco | CSCO | Downgrade | Neutral (Buy) |
64.26 (109.74) |
70.77% | Details | |
| 2/13/2025 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | Tesla | TSLA | Upgrade | Buy (Neutral) |
410.44 (356.09) |
-13.24% | Details | |
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Cisco | CSCO | Upgrade | Buy (Neutral) |
45.44 (109.74) |
141.51% | Details | |
| 8/7/2024 | Wolfspeed | WOLF | Downgrade | Neutral (Buy) |
14.33 (26.31) |
83.6% | Details | |
| 8/6/2024 | NVIDIA | NVDA | Upgrade | Buy (Neutral) |
100.45 (217.44) |
116.47% | Details | |
| 8/2/2024 | Intel | INTC | Downgrade | Neutral (Buy) |
29.05 (88.97) |
206.27% | Details | |
| 8/1/2024 | Nokia | NOK | Upgrade | Buy (Neutral) |
3.92 (9.93) |
153.32% | Details | |
| 7/24/2024 | Tesla | TSLA | Downgrade | Neutral (Buy) |
246.38 (356.09) |
44.53% | Details | |
| 7/5/2024 | NVIDIA | NVDA | Downgrade | Neutral (Buy) |
128.28 (100.45) |
-21.69% | Details | |
| 6/10/2024 | Microsoft | MSFT | New Coverage | Buy (N/A) |
424.52 (501.02) |
18.02% | Details | |
| 5/15/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Tesla | TSLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2024 | AMD | AMD | Upgrade | Buy (Neutral) |
168.18 (459.61) |
173.28% | Details | |
| 11/16/2023 | Cisco | CSCO | Maintain | Neutral (Buy) |
|
Details | ||
| 10/19/2023 | Tesla | TSLA | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | ASML Inc. | ASML | Downgrade | Neutral (Buy) |
738.69 (1665.14) |
125.42% | Details | |
| 6/16/2023 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
140.11 (441.85) |
215.36% | Details | |
| 4/13/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | AMD | AMD | Maintain | Neutral () |
|
Details | ||
| 12/1/2022 | Mobileye N.V | MBLY | New Coverage | Buy (N/A) |
28.51 (8.36) |
-70.68% | Details | |
| 10/21/2022 | ASML Inc. | ASML | Upgrade | Buy (Neutral) |
437.27 (1665.14) |
280.8% | Details | |
| 10/21/2022 | Applied Materials | AMAT | Upgrade | Buy (Neutral) |
78.66 (441.85) |
461.72% | Details | |
| 8/3/2022 | AMD | AMD | Maintain | Sell (N/A) |
|
Details | ||
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2022 | NVIDIA | NVDA | Upgrade | Buy (Neutral) |
21.50 (217.44) |
911.35% | Details | |
| 1/28/2022 | Apple | AAPL | Upgrade | Neutral (Sell) |
159.22 (325.13) |
104.2% | Details | |
| 1/12/2022 | Tesla | TSLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Micron Technology | MU | New Coverage | Buy (N/A) |
95.65 (192.77) |
101.54% | Details | |
| 12/8/2021 | Tesla | TSLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2021 | Altimeter Growth Corp | AGC | New Coverage | Buy (N/A) |
10.22 (11.01) |
7.73% | Details | |
| 9/28/2021 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
141.92 (441.85) |
211.34% | Details | |
| 7/7/2021 | Aeva Technologies Inc. | AEVA | New Coverage | Buy (N/A) |
10.51 (14.78) |
40.63% | Details | |
| 5/28/2021 | Apple | AAPL | Downgrade | Sell (Neutral) |
125.28 (159.22) |
27.09% | Details | |
| 3/31/2021 | Tesla | TSLA | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2021 | Cree | CREE | New Coverage | Buy (N/A) |
107.50 (79.12) |
-26.4% | Details | |
| 3/16/2021 | AMD | AMD | Maintain | Sell (N/A) |
|
Details | ||
| 3/9/2021 | Tesla | TSLA | Upgrade | Buy (Neutral) |
187.67 (246.38) |
31.28% | Details | |
| 2/3/2021 | NVIDIA | NVDA | Upgrade | Neutral (Sell) |
54.23 (21.50) |
-60.35% | Details | |
| 12/9/2020 | Tesla | TSLA | Downgrade | Neutral (Buy) |
216.63 (356.09) |
64.38% | Details | |
| 10/8/2020 | NVIDIA | NVDA | Downgrade | Sell (Neutral) |
55.86 (217.44) |
289.26% | Details | |
| 10/8/2020 | Tesla | TSLA | Upgrade | Buy (Neutral) |
137.99 (216.63) |
56.99% | Details | |
| 9/25/2020 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | Tesla | TSLA | Downgrade | Neutral (Buy) |
106.16 (137.99) |
29.98% | Details | |
| 6/23/2020 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2020 | Tesla | TSLA | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Tesla | TSLA | Upgrade | Buy (Neutral) |
35.21 (356.09) |
911.33% | Details | |
| 2/13/2020 | Tesla | TSLA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2020 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2020 | Tesla | TSLA | Downgrade | Neutral (Buy) |
58.68 (35.21) |
-40% | Details | |
| 1/7/2020 | Nokia | NOK | Upgrade | Buy (Neutral) |
3.94 (9.93) |
152.03% | Details | |
| 11/15/2019 | NVIDIA | NVDA | Downgrade | Neutral (Buy) |
20.98 (55.86) |
166.25% | Details | |
| 10/19/2018 | AMD | AMD | New Coverage | Sell (N/A) |
26.62 (459.61) |
1626.56% | Details | |
| 8/20/2018 | Apple | AAPL | Downgrade | Sell (Neutral) |
54.40 (39.48) |
-27.43% | Details |

