Ratings by New Street Research (Pierre Ferragu)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/18/2026 Arm Holdings ARM Downgrade Neutral
(Buy)
418.88
(267.19)
-36.21% Details
6/10/2026 SpaceX SPCX New Coverage Buy
(N/A)
21.98
(123.99)
464.1% Details
5/14/2026 Telesat Corp TSAT New Coverage Sell
(N/A)
53.62
(36.38)
-32.15% Details
5/14/2026 Planet Labs PL New Coverage Sell
(N/A)
40.74
(22.47)
-44.85% Details
5/14/2026 Iridium Communications IRDM New Coverage Neutral
(N/A)
43.09
(46.68)
8.33% 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
(71.48)
1.28% Details
5/14/2026 Rocket Lab USA RKLB New Coverage Buy
(N/A)
124.15
(67.62)
-45.53% Details
5/14/2026 AST Spacemobile ASTS New Coverage Neutral
(N/A)
74.81
(57.80)
-22.74% Details
3/19/2026 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
10/14/2025 Micron Technology MU Downgrade Neutral
(Buy)
192.77
(848.95)
340.4% Details
10/6/2025 ASML Inc. ASML Downgrade Neutral
(Buy)
1032.22
(1747.58)
69.3% Details
8/6/2025 AMD AMD Maintain Buy
(N/A)
 
 
  Details
5/16/2025 Cisco CSCO Downgrade Neutral
(Buy)
64.26
(111.94)
74.2% Details
2/13/2025 Cisco CSCO Maintain Buy
(N/A)
 
 
  Details
1/6/2025 Tesla TSLA Upgrade Buy
(Neutral)
410.44
(380.84)
-7.21% Details
8/29/2024 NVIDIA NVDA Maintain Buy
(N/A)
 
 
  Details
8/15/2024 Cisco CSCO Upgrade Buy
(Neutral)
45.44
(111.94)
146.35% Details
8/7/2024 Wolfspeed WOLF Downgrade Neutral
(Buy)
14.33
(29.89)
108.58% Details
8/6/2024 NVIDIA NVDA Upgrade Buy
(Neutral)
100.45
(202.81)
101.9% Details
8/2/2024 Intel INTC Downgrade Neutral
(Buy)
29.05
(95.04)
227.16% Details
8/1/2024 Nokia NOK Upgrade Buy
(Neutral)
3.92
(10.12)
158.16% Details
7/24/2024 Tesla TSLA Downgrade Neutral
(Buy)
246.38
(380.84)
54.57% 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
(393.82)
-7.23% 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
(495.76)
194.78% 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
(1747.58)
136.58% Details
6/16/2023 Applied Materials AMAT Downgrade Neutral
(Buy)
140.11
(529.66)
278.03% 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
(9.22)
-67.66% Details
10/21/2022 ASML Inc. ASML Upgrade Buy
(Neutral)
437.27
(1747.58)
299.66% Details
10/21/2022 Applied Materials AMAT Upgrade Buy
(Neutral)
78.66
(529.66)
573.35% 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
(202.81)
843.3% Details
1/28/2022 Apple AAPL Upgrade Neutral
(Sell)
159.22
(333.74)
109.61% 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
(529.66)
273.21% Details
7/7/2021 Aeva Technologies Inc. AEVA New Coverage Buy
(N/A)
10.51
(16.71)
58.99% 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
(380.84)
75.8% Details
10/8/2020 NVIDIA NVDA Downgrade Sell
(Neutral)
55.86
(202.81)
263.07% 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
(380.84)
981.62% 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
(10.12)
156.85% 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
(495.76)
1762.36% Details
8/20/2018 Apple AAPL Downgrade Sell
(Neutral)
54.40
(39.48)
-27.43% Details