Ratings by New Street Research (Pierre Ferragu)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/4/2026 | Planet Labs | PL | Upgrade | Neutral (Sell) |
18.35 (13.56) |
-26.1% | Details | |
| 8/14/2026 | Micron Technology | MU | Upgrade | Buy (Neutral) |
949.83 (878.84) |
-7.47% | Details | |
| 7/30/2026 | Arm Holdings | ARM | Upgrade | Buy (Neutral) |
224.89 (227.80) |
1.29% | 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 (146.03) |
564.38% | Details | |
| 5/14/2026 | Telesat Corp | TSAT | New Coverage | Sell (N/A) |
53.62 (44.96) |
-16.15% | Details | |
| 5/14/2026 | Planet Labs | PL | New Coverage | Sell (N/A) |
40.74 (18.35) |
-54.96% | Details | |
| 5/14/2026 | Iridium Communications | IRDM | New Coverage | Neutral (N/A) |
43.09 (43.76) |
1.55% | 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 (58.83) |
-16.65% | Details | |
| 5/14/2026 | Rocket Lab USA | RKLB | New Coverage | Buy (N/A) |
124.15 (50.84) |
-59.05% | Details | |
| 5/14/2026 | AST Spacemobile | ASTS | New Coverage | Neutral (N/A) |
74.81 (40.66) |
-45.65% | Details | |
| 3/19/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2025 | Micron Technology | MU | Downgrade | Neutral (Buy) |
192.77 (878.84) |
355.9% | Details | |
| 10/6/2025 | ASML Inc. | ASML | Downgrade | Neutral (Buy) |
1032.22 (1641.52) |
59.03% | Details | |
| 8/6/2025 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Cisco | CSCO | Downgrade | Neutral (Buy) |
64.26 (107.39) |
67.12% | Details | |
| 2/13/2025 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | Tesla | TSLA | Upgrade | Buy (Neutral) |
410.44 (354.72) |
-13.58% | Details | |
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Cisco | CSCO | Upgrade | Buy (Neutral) |
45.44 (107.39) |
136.33% | Details | |
| 8/7/2024 | Wolfspeed | WOLF | Downgrade | Neutral (Buy) |
14.33 (23.22) |
62.04% | Details | |
| 8/6/2024 | NVIDIA | NVDA | Upgrade | Buy (Neutral) |
100.45 (214.13) |
113.17% | Details | |
| 8/2/2024 | Intel | INTC | Downgrade | Neutral (Buy) |
29.05 (89.85) |
209.29% | Details | |
| 8/1/2024 | Nokia | NOK | Upgrade | Buy (Neutral) |
3.92 (9.14) |
133.16% | Details | |
| 7/24/2024 | Tesla | TSLA | Downgrade | Neutral (Buy) |
246.38 (354.72) |
43.97% | 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 (529.05) |
24.62% | 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 (528.75) |
214.4% | 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 (1641.52) |
122.22% | Details | |
| 6/16/2023 | Applied Materials | AMAT | Downgrade | Neutral (Buy) |
140.11 (409.29) |
192.12% | 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 (7.22) |
-74.68% | Details | |
| 10/21/2022 | ASML Inc. | ASML | Upgrade | Buy (Neutral) |
437.27 (1641.52) |
275.4% | Details | |
| 10/21/2022 | Applied Materials | AMAT | Upgrade | Buy (Neutral) |
78.66 (409.29) |
420.33% | 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 (214.13) |
895.95% | Details | |
| 1/28/2022 | Apple | AAPL | Upgrade | Neutral (Sell) |
159.22 (343.46) |
115.71% | 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 (409.29) |
188.39% | Details | |
| 7/7/2021 | Aeva Technologies Inc. | AEVA | New Coverage | Buy (N/A) |
10.51 (10.03) |
-4.57% | 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 (354.72) |
63.74% | Details | |
| 10/8/2020 | NVIDIA | NVDA | Downgrade | Sell (Neutral) |
55.86 (214.13) |
283.33% | 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 (354.72) |
907.44% | 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 (9.14) |
131.98% | 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 (528.75) |
1886.29% | Details | |
| 8/20/2018 | Apple | AAPL | Downgrade | Sell (Neutral) |
54.40 (39.48) |
-27.43% | Details |
