Ratings by JPMorgan (Richard Choe)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/27/2026 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/17/2026 | Riot Platforms | RIOT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/10/2026 | Csquare Inc | CSQR | New Coverage | Neutral (N/A) |
20.07 (18.35) |
-8.57% | Details | |
| 8/7/2026 | Cipher Digital | CIFR | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/4/2026 | SBA Communications | SBAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2026 | Uniti Group | UNIT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2026 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | Digital Realty Trust | DLR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2026 | Crown Castle | CCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/8/2026 | Blackstone Digital Infrastructure Trust | BXDC | New Coverage | Neutral (N/A) |
22.10 (20.30) |
-8.14% | Details | |
| 6/8/2026 | Blackstone Digital Infrastructure Trust | BXDC | New Coverage | Neutral (N/A) |
22.10 (22.10) |
0% | Details | |
| 5/28/2026 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/12/2026 | Uniti Group | UNIT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2026 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2026 | American Tower | AMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Digital Realty Trust | DLR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/5/2026 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/3/2026 | Uniti Group | UNIT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2026 | SBA Communications | SBAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2026 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Crown Castle | CCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2026 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | DigitalBridge Group Inc. | DBRG | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/20/2025 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/14/2025 | IHS Holding | IHS | Downgrade | Underweight (Overweight) |
6.88 (8.40) |
22.09% | Details | |
| 11/14/2025 | IHS Holding | IHS | Downgrade | Underweight (Overweight) |
6.88 (6.88) |
0% | Details | |
| 11/11/2025 | Cencora Inc | COR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/24/2025 | Digital Realty Trust | DLR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/23/2025 | Uniti Group | UNIT | New Coverage | Neutral (N/A) |
5.60 (9.75) |
74.11% | Details | |
| 8/21/2025 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2025 | Cencora Inc | COR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | Digital Realty Trust | DLR | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2025 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/22/2025 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/21/2025 | Dycom Industries | DY | New Coverage | Overweight (N/A) |
152.32 (287.30) |
88.62% | Details | |
| 2/14/2025 | Digital Realty Trust | DLR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | Cencora Inc | cor | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | DigitalBridge Group Inc. | DBRG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Digital Realty Trust | DLR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2024 | DigitalBridge Group Inc. | DBRG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2024 | Digital Realty Trust | DLR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2024 | Cencora Inc | COR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2024 | Digital Realty Trust | DLR | Upgrade | Overweight (Neutral) |
146.89 (183.27) |
24.77% | Details | |
| 5/1/2024 | DigitalBridge Group Inc. | DBRG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | AT&T | T | Upgrade | Overweight (Neutral) |
17.53 (26.00) |
48.32% | Details | |
| 1/24/2024 | Cencora Inc | COR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2023 | DigitalBridge Group Inc. | DBRG | Upgrade | Overweight (Neutral) |
16.31 (15.91) |
-2.45% | Details | |
| 8/7/2023 | DigitalBridge Group Inc. | DBRG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2023 | DigitalBridge Group Inc. | DBRG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2022 | Switch Inc. | SWCH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | DigitalBridge Group Inc. | DBRG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2022 | Switch Inc. | SWCH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | DigitalBridge Group Inc. | DBRG | Upgrade | Neutral (Underweight) |
6.90 (15.91) |
130.58% | Details | |
| 2/25/2022 | Switch Inc. | SWCH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Switch Inc. | SWCH | Upgrade | Overweight (Neutral) |
20.31 (34.25) |
68.64% | Details | |
| 11/1/2019 | CoreSite Realty | COR | Maintain | Underweight (N/A) |
|
Details | ||
| 11/1/2019 | CyrusOne | CONE | Downgrade | Neutral (Overweight) |
74.58 (90.36) |
21.16% | Details | |
| 10/29/2019 | QTS Realty Trust | QTS | Upgrade | Overweight (Neutral) |
52.43 (77.98) |
48.73% | Details | |
| 2/11/2019 | CoreSite Realty | COR | Downgrade | Underweight (Neutral) |
96.75 (330.97) |
242.09% | Details | |
| 8/14/2018 | Switch Inc. | SWCH | Downgrade | Neutral (Overweight) |
13.98 (20.31) |
45.28% | Details |
