Ratings by Credit Suisse (Sami Badri)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/31/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Motorola Solutions Inc. | MSI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2023 | Checkpoint Software | CHKP | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2023 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2023 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Digital Realty Trust | DLR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2023 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2023 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2023 | Cyxtera Technologies | CYXT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2023 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Digital Realty Trust | DLR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/16/2023 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | Cyxtera Technologies | CYXT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2023 | Motorola Solutions Inc. | MSI | Downgrade | Neutral (Outperform) |
260.61 (408.39) |
56.71% | Details | |
| 1/10/2023 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2023 | Digital Realty Trust | DLR | Downgrade | Underperform (Neutral) |
100.27 (183.50) |
83.01% | Details | |
| 12/21/2022 | Oracle | ORCL | New Coverage | Outperform (N/A) |
80.50 (230.33) |
186.12% | Details | |
| 12/21/2022 | Workday | WDAY | New Coverage | Neutral (N/A) |
170.04 (146.90) |
-13.61% | Details | |
| 12/21/2022 | Microsoft | MSFT | New Coverage | Outperform (N/A) |
240.45 (427.34) |
77.73% | Details | |
| 12/21/2022 | Autodesk | ADSK | New Coverage | Outperform (N/A) |
188.54 (229.60) |
21.78% | Details | |
| 12/21/2022 | Adobe | ADBE | New Coverage | Neutral (N/A) |
328.76 (256.24) |
-22.06% | Details | |
| 12/21/2022 | Cloudflare Inc. | NET | New Coverage | Outperform (N/A) |
45.07 (265.33) |
488.71% | Details | |
| 12/21/2022 | ServiceNow | NOW | New Coverage | Outperform (N/A) |
382.30 (117.90) |
-69.16% | Details | |
| 12/21/2022 | Zscaler | ZS | New Coverage | Outperform (N/A) |
112.27 (134.37) |
19.68% | Details | |
| 12/21/2022 | Palo Alto Networks | PANW | New Coverage | Outperform (N/A) |
150.52 (280.43) |
86.31% | Details | |
| 12/21/2022 | Checkpoint Software | CHKP | New Coverage | Underperform (N/A) |
127.48 (135.68) |
6.43% | Details | |
| 12/21/2022 | salesforce.com | CRM | New Coverage | Outperform (N/A) |
129.01 (190.61) |
47.75% | Details | |
| 12/21/2022 | Palantir Technologies Inc. | PLTR | New Coverage | Neutral (N/A) |
6.35 (142.20) |
2139.37% | Details | |
| 12/21/2022 | UiPath Inc. | PATH | New Coverage | Outperform (N/A) |
12.48 (11.67) |
-6.49% | Details | |
| 11/17/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Radius Global Infrastructure | RADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Cogent Communications | CCOI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2022 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2022 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2022 | Arista Networks | ANET | Downgrade | Neutral (Outperform) |
110.52 (174.37) |
57.77% | Details | |
| 10/21/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Cogent Communications | CCOI | Downgrade | Neutral (Outperform) |
51.53 (16.39) |
-68.19% | Details | |
| 10/6/2022 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/6/2022 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2022 | CommScope Holding | COMM | Upgrade | Outperform (Neutral) |
9.56 (19.58) |
104.81% | Details | |
| 8/18/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Radius Global Infrastructure | RADI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2022 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2022 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2022 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2022 | F5 Networks | FFIV | Downgrade | Neutral (Outperform) |
149.98 (405.66) |
170.48% | Details | |
| 6/22/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2022 | Switch Inc. | SWCH | Downgrade | Neutral (Outperform) |
33.40 (34.25) |
2.54% | Details | |
| 5/13/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2022 | Axon Enterprise | AXON | New Coverage | Outperform (N/A) |
95.99 (481.48) |
401.59% | Details | |
| 5/9/2022 | Tyler Tech | TYL | New Coverage | Neutral (N/A) |
363.91 (303.77) |
-16.53% | Details | |
| 5/6/2022 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2022 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2022 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Cyxtera Technologies | CYXT | New Coverage | Outperform (N/A) |
12.57 (0.07) |
-99.44% | Details | |
| 3/2/2022 | Radius Global Infrastructure | RADI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2022 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/28/2022 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2022 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2022 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2021 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2021 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2021 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2021 | CoreSite Realty | COR | Downgrade | Neutral (Outperform) |
166.59 (263.64) |
58.26% | Details | |
| 11/12/2021 | Radius Global Infrastructure | RADI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Equinix | EQIX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2021 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2021 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | CoreSite Realty | COR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2021 | Crown Castle | CCI | Upgrade | Outperform (Neutral) |
168.85 (88.62) |
-47.52% | Details | |
| 10/19/2021 | SBA Communications | SBAC | Upgrade | Outperform (Neutral) |
326.90 (196.58) |
-39.87% | Details | |
| 10/5/2021 | Equinix | EQIX | Downgrade | Neutral (Outperform) |
785.61 (1077.00) |
37.09% | Details | |
| 10/5/2021 | Digital Realty Trust | DLR | Downgrade | Neutral (Outperform) |
145.45 (183.50) |
26.16% | Details | |
| 10/5/2021 | CommScope Holding | COMM | Downgrade | Neutral (Outperform) |
13.52 (9.56) |
-29.29% | Details | |
| 9/16/2021 | Cisco | CSCO | Upgrade | Outperform (Neutral) |
57.87 (126.50) |
118.59% | Details | |
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2021 | Radius Global Infrastructure | RADI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | SBA Communications | SBAC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2021 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Crown Castle | CCI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2021 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2021 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/16/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2021 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2021 | F5 Networks | FFIV | Upgrade | Outperform (Neutral) |
188.62 (405.66) |
115.07% | Details | |
| 6/7/2021 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2021 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2021 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2021 | Cogent Communications | CCOI | Upgrade | Outperform (Outperform) |
75.51 (51.53) |
-31.76% | Details | |
| 4/29/2021 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 4/28/2021 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | SBA Communications | SBAC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2021 | Crown Castle | CCI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2021 | F5 Networks | FFIV | Downgrade | Neutral (Outperform) |
215.35 (405.66) |
88.37% | Details | |
| 4/5/2021 | Palo Alto Networks | PANW | New Coverage | Outperform (N/A) |
322.06 (280.43) |
-12.93% | Details | |
| 4/1/2021 | Ubiquiti | UI | Maintain | Underperform (N/A) |
|
Details | ||
| 3/2/2021 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2021 | SBA Communications | SBAC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2021 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2021 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/11/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2021 | SBA Communications | SBAC | Downgrade | Neutral (Outperform) |
278.27 (196.58) |
-29.36% | Details | |
| 1/29/2021 | Crown Castle | CCI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/8/2021 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2021 | Arista Networks | ANET | Upgrade | Outperform (Neutral) |
286.01 (174.37) |
-39.03% | Details | |
| 1/6/2021 | CoreSite Realty | COR | Upgrade | Outperform (Neutral) |
119.15 (263.64) |
121.27% | Details | |
| 12/22/2020 | Radius Global Infrastructure | RADI | New Coverage | Outperform (N/A) |
12.37 (15.00) |
21.26% | Details | |
| 11/19/2020 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2020 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2020 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2020 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2020 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2020 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2020 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | CoreSite Realty | COR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2020 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2020 | Crown Castle | CCI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2020 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2020 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Cogent Communications | CCOI | Downgrade | Neutral (Outperform) |
62.08 (75.51) |
21.63% | Details | |
| 9/28/2020 | Ubiquiti | UI | Maintain | Underperform (N/A) |
|
Details | ||
| 9/10/2020 | Cogent Communications | CCOI | Maintain | Outperform (Neutral) |
|
Details | ||
| 8/13/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2020 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2020 | Crown Castle | CCI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2020 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2020 | CoreSite Realty | COR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2020 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 7/28/2020 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2020 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2020 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2020 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2020 | Equinix | EQIX | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/8/2020 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | Digital Realty Trust | DLR | New Coverage | Outperform (N/A) |
143.56 (183.50) |
27.82% | Details | |
| 5/14/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2020 | Ubiquiti | UI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/11/2020 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2020 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2020 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2020 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2020 | CoreSite Realty | COR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2020 | Crown Castle | CCI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2020 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 4/28/2020 | Crown Castle | CCI | New Coverage | Neutral (N/A) |
161.61 (88.62) |
-45.16% | Details | |
| 4/28/2020 | SBA Communications | SBAC | New Coverage | Outperform (N/A) |
305.79 (196.58) |
-35.71% | Details | |
| 4/28/2020 | American Tower | AMT | New Coverage | Outperform (N/A) |
244.61 (182.24) |
-25.5% | Details | |
| 4/14/2020 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2020 | Ubiquiti | UI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/28/2020 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2020 | Cogent Communications | CCOI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2020 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2020 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2020 | Arista Networks | ANEt | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | Ubiquiti | UI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/7/2020 | CoreSite Realty | COR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2020 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2020 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2020 | Ubiquiti | UI | Downgrade | Underperform (Neutral) |
185.07 (576.13) |
211.3% | Details | |
| 12/20/2019 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2019 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2019 | CoreSite Realty | COR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2019 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2019 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2019 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2019 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2019 | Switch Inc. | SWCH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2019 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | CyrusOne | CONE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2019 | CommScope Holding | COMM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2019 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | QTS Realty Trust | QTS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2019 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2019 | CommScope Holding | COMM | Upgrade | Outperform (Neutral) |
21.73 (19.58) |
-9.89% | Details | |
| 3/14/2019 | InterXion Holding | INXN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2019 | InterXion Holding | INXN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2019 | CyrusOne | CONE | Downgrade | Neutral (Outperform) |
52.46 (90.36) |
72.25% | Details | |
| 2/11/2019 | Ubiquiti Networks | UBNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2019 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2019 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2018 | ARRIS Group | ARRS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2018 | CoreSite Realty | COR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2018 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2018 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2018 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2018 | CommScope Holding | COMM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2018 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2018 | Ubiquiti Networks | UBNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2018 | Ubiquiti Networks | UBNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2018 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2018 | Arista Networks | ANET | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/5/2018 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details |
