Ratings by BofA Securities (Tal Liani)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/7/2026 | Adobe | ADBE | New Coverage | Underperform (N/A) |
218.07 (237.25) |
8.8% | Details | |
| 7/7/2026 | Figma Inc | FIG | New Coverage | Buy (N/A) |
21.08 (23.95) |
13.61% | Details | |
| 7/7/2026 | Shopify | SHOP | New Coverage | Buy (N/A) |
120.14 (123.56) |
2.85% | Details | |
| 6/12/2026 | SailPoint Technologies Holdings | SAIL | Downgrade | Neutral (Buy) |
14.42 (15.68) |
8.74% | Details | |
| 6/9/2026 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2026 | Workday | WDAY | New Coverage | Neutral (N/A) |
124.02 (144.78) |
16.74% | Details | |
| 5/27/2026 | Intuit | INTU | New Coverage | Buy (N/A) |
304.35 (291.09) |
-4.36% | Details | |
| 5/26/2026 | F5 Networks | FFIV | Maintain | Underperform (N/A) |
|
Details | ||
| 5/18/2026 | ServiceNow | NOW | New Coverage | Buy (N/A) |
95.07 (103.24) |
8.59% | Details | |
| 5/4/2026 | Checkpoint Software | CHKP | Downgrade | Neutral (Buy) |
114.51 (137.10) |
19.73% | Details | |
| 4/16/2026 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2026 | Nebius Group | NBIS | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2026 | Nebius Group | NBIS | New Coverage | Buy (N/A) |
114.15 (177.71) |
55.68% | Details | |
| 3/24/2026 | Microsoft | MSFT | New Coverage | Buy (N/A) |
383.00 (393.82) |
2.83% | Details | |
| 3/24/2026 | Oracle | ORCL | New Coverage | Buy (N/A) |
154.34 (126.41) |
-18.1% | Details | |
| 3/24/2026 | CoreWeave | CRWV | New Coverage | Buy (N/A) |
81.96 (73.21) |
-10.68% | Details | |
| 3/9/2026 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2026 | CIENA | CIEN | Upgrade | Buy (Neutral) |
299.30 (374.41) |
25.1% | Details | |
| 2/26/2026 | Vistance Networks | VISN | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2026 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Downgrade | Neutral (Buy) |
148.89 (138.11) |
-7.24% | Details | |
| 1/20/2026 | CIENA | CIEN | Downgrade | Neutral (Buy) |
243.42 (299.30) |
22.96% | Details | |
| 12/11/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | Amdocs Ltd. | DOX | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2025 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Upgrade | Buy (Neutral) |
176.17 (358.68) |
103.6% | Details | |
| 8/14/2025 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | CommScope Holding | COMM | Upgrade | Buy (Underperform) |
14.44 (19.58) |
35.6% | Details | |
| 6/4/2025 | CrowdStrike Holdings | CRWD | Downgrade | Neutral (Buy) |
488.76 (203.08) |
-58.45% | Details | |
| 5/30/2025 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2025 | Checkpoint Software | CHKP | Upgrade | Buy (Neutral) |
227.87 (114.51) |
-49.75% | Details | |
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Buy (N/A) |
22.05 (15.68) |
-28.89% | Details | |
| 3/7/2025 | Zscaler | ZS | Upgrade | Buy (Neutral) |
202.16 (149.94) |
-25.83% | Details | |
| 2/27/2025 | CommScope Holding | COMM | Maintain | Underperform (N/A) |
|
Details | ||
| 2/26/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2025 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2024 | CIENA | CIEN | Upgrade | Buy (Neutral) |
84.52 (243.42) |
188% | Details | |
| 11/14/2024 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2024 | Checkpoint Software | CHKP | Downgrade | Neutral (Buy) |
177.87 (227.87) |
28.11% | Details | |
| 9/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | CIENA | CIEN | Downgrade | Neutral (Buy) |
54.93 (374.41) |
581.61% | Details | |
| 9/4/2024 | Zscaler | ZS | Downgrade | Neutral (Buy) |
193.19 (149.94) |
-22.39% | Details | |
| 8/21/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2024 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | CommScope Holding | COMM | Maintain | Underperform (N/A) |
|
Details | ||
| 8/9/2024 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2024 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | SecureWorks | SCWX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/7/2024 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Fastly Inc. | FSLY | Downgrade | Underperform (Buy) |
12.93 (20.72) |
60.25% | Details | |
| 5/2/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Cisco | CSCO | Upgrade | Buy (Neutral) |
48.49 (111.94) |
130.85% | Details | |
| 4/1/2024 | InterDigital Inc. | IDCC | Downgrade | Underperform (Buy) |
106.46 (260.45) |
144.65% | Details | |
| 3/15/2024 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2024 | CommScope Holding | COMM | Maintain | Underperform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2024 | CommScope Holding | COMM | Downgrade | Underperform (Neutral) |
2.38 (14.44) |
506.72% | Details | |
| 1/16/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2023 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2023 | InterDigital Inc. | IDCC | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2023 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2023 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2023 | Palo Alto Networks | PANW | Downgrade | Neutral (Buy) |
256.18 (176.17) |
-31.23% | Details | |
| 11/10/2023 | CommScope Holding | COMM | Downgrade | Neutral (Buy) |
1.57 (19.58) |
1147.13% | Details | |
| 10/26/2023 | F5 Networks | FFIV | Downgrade | Underperform (Neutral) |
151.68 (409.10) |
169.71% | Details | |
| 9/13/2023 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2023 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 9/11/2023 | SecureWorks | SCWX | Maintain | Underperform (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | Cisco | CSCO | Downgrade | Neutral (Buy) |
52.12 (111.94) |
114.77% | Details | |
| 6/9/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | SecureWorks | SCWX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/8/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2023 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | InterDigital Inc. | IDCC | Upgrade | Buy (Underperform) |
80.00 (260.45) |
225.56% | Details | |
| 5/4/2023 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | AudioCodes | AUDC | Downgrade | Underperform (Neutral) |
11.86 (9.75) |
-17.79% | Details | |
| 4/11/2023 | Fastly Inc. | FSLY | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2023 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2023 | Palo Alto Networks | PANW | Maintain | (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2023 | Palo Alto Networks | PANW | Maintain | Buy (Buy) |
|
Details | ||
| 2/13/2023 | Fastly Inc. | FSLY | Upgrade | Buy (Underperform) |
9.87 (20.72) |
109.93% | Details | |
| 1/12/2023 | Juniper Networks | JNPR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/12/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2023 | Amdocs Ltd. | DOX | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | SecureWorks | SCWX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2022 | Arista Networks | ANET | Upgrade | Buy (Underperform) |
120.86 (168.61) |
39.51% | Details | |
| 10/4/2022 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2022 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | Ping Identity Holding Corp. | PING | Downgrade | Neutral (Buy) |
17.40 (28.50) |
63.79% | Details | |
| 7/25/2022 | InterDigital Inc. | IDCC | New Coverage | Underperform (N/A) |
62.90 (260.45) |
314.07% | Details | |
| 7/20/2022 | Checkpoint Software | CHKP | Upgrade | Buy (Underperform) |
123.75 (137.10) |
10.79% | Details | |
| 7/20/2022 | F5 Networks | FFIV | Downgrade | Neutral (Buy) |
151.68 (409.10) |
169.71% | Details | |
| 7/20/2022 | Arista Networks | ANET | Downgrade | Underperform (Buy) |
104.75 (168.61) |
60.96% | Details | |
| 7/20/2022 | Juniper Networks | JNPR | Downgrade | Underperform (Buy) |
29.18 (39.95) |
36.91% | Details | |
| 6/23/2022 | Juniper Networks | JNPR | Upgrade | Buy (Underperform) |
28.16 (39.95) |
41.87% | Details | |
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2022 | AudioCodes | AUDC | Maintain | Neutral (Buy) |
|
Details | ||
| 4/27/2022 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2022 | Fastly Inc. | FSLY | Maintain | Underperform (N/A) |
|
Details | ||
| 2/17/2022 | Allot Communications | ALLT | Downgrade | Underperform (Neutral) |
8.08 (8.05) |
-0.37% | Details | |
| 2/2/2022 | AudioCodes | AUDC | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2022 | Fastly Inc. | FSLY | Maintain | Underperform (N/A) |
|
Details | ||
| 1/11/2022 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | Juniper Networks | JNPR | Upgrade | Buy (Underperform) |
34.51 (39.95) |
15.76% | Details | |
| 12/10/2021 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2021 | SecureWorks | SCWX | Maintain | Underperform (N/A) |
|
Details | ||
| 11/18/2021 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Allot Communications | ALLT | Downgrade | Neutral (Buy) |
12.81 (8.05) |
-37.16% | Details | |
| 10/29/2021 | Checkpoint Software | CHKP | Maintain | Underperform (N/A) |
|
Details | ||
| 9/23/2021 | CommScope Holding | COMM | Downgrade | Neutral (Buy) |
13.77 (19.58) |
42.19% | Details | |
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2021 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | CIENA | CIEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2021 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Fastly Inc. | FSLY | Maintain | Underperform (N/A) |
|
Details | ||
| 7/27/2021 | F5 Networks | FFIV | Upgrade | Buy (Neutral) |
192.62 (409.10) |
112.39% | Details | |
| 7/9/2021 | KnowBe4 Inc. | KNBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2021 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2021 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2021 | NortonLifelock | NLOK | Upgrade | Buy (Underperform) |
23.35 (21.66) |
-7.24% | Details | |
| 4/6/2021 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2021 | McAfee Corp. | MCFE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2021 | Arista Networks | ANET | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2021 | Allot Communications | ALLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2021 | FireEye, Inc | FEYE | Upgrade | Buy (Neutral) |
20.07 (17.27) |
-13.95% | Details | |
| 1/21/2021 | CIENA | CIEN | Upgrade | Buy (Neutral) |
52.84 (54.93) |
3.96% | Details | |
| 12/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | F5 Networks | FFIV | Upgrade | Neutral (Underperform) |
164.84 (192.62) |
16.85% | Details | |
| 11/17/2020 | Palo Alto Networks | PANW | Upgrade | Buy (Neutral) |
258.70 (358.68) |
38.65% | Details | |
| 11/16/2020 | McAfee Corp. | MCFE | New Coverage | Neutral (N/A) |
17.16 (25.99) |
51.46% | Details | |
| 11/5/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2020 | Arista Networks | ANET | Upgrade | Buy (Neutral) |
216.12 (168.61) |
-21.98% | Details | |
| 10/29/2020 | Fastly Inc. | FSLY | Maintain | Underperform (N/A) |
|
Details | ||
| 10/27/2020 | F5 Networks | FFIV | Maintain | Underperform (N/A) |
|
Details | ||
| 10/14/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2020 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2020 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2020 | Fastly Inc. | FSLy | Downgrade | Underperform (Buy) |
102.72 (20.72) |
-79.83% | Details | |
| 6/24/2020 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2020 | Cisco | CSCO | Upgrade | Buy (Neutral) |
45.35 (111.94) |
146.84% | Details | |
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2020 | Fastly Inc. | FSLY | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2020 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2020 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | Ping Identity Holding Corp. | PING | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2020 | Ping Identity Holding Corp. | PING | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/8/2020 | CommScope Holding | COMM | Upgrade | Buy (Neutral) |
13.46 (19.58) |
45.47% | Details | |
| 1/8/2020 | FireEye, Inc | FEYE | Downgrade | Neutral (Buy) |
18.16 (17.27) |
-4.9% | Details | |
| 1/8/2020 | Palo Alto Networks | PANW | Downgrade | Neutral (Buy) |
241.64 (358.68) |
48.44% | Details | |
| 1/8/2020 | Cisco | CSCO | Downgrade | Neutral (Buy) |
47.49 (45.35) |
-4.51% | Details | |
| 12/11/2019 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2019 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2019 | F5 Networks | FFIV | Downgrade | Underperform (Buy) |
143.58 (164.84) |
14.81% | Details | |
| 11/14/2019 | Cisco | CSCO | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2019 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2019 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2019 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2019 | CrowdStrike Holdings | CRWD | New Coverage | Buy (N/A) |
67.21 (203.08) |
202.16% | Details | |
| 6/11/2019 | Fastly Inc. | FSLY | New Coverage | Buy (N/A) |
22.86 (102.72) |
349.34% | Details | |
| 5/31/2019 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2019 | Qualcomm | QCOM | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Acacia Communications | ACIA | Upgrade | Neutral (Underperform) |
60.55 (114.99) |
89.91% | Details | |
| 5/2/2019 | Qualcomm | QCOM | Upgrade | Buy (Neutral) |
86.37 (148.89) |
72.39% | Details | |
| 4/30/2019 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2019 | Arista Networks | ANET | Maintain | Buy (Buy) |
|
Details | ||
| 3/1/2019 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2019 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2019 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2019 | Juniper Networks | JNPR | Downgrade | Underperform (Buy) |
28.15 (39.95) |
41.92% | Details | |
| 1/30/2019 | CIENA | CIEN | Downgrade | Neutral (Buy) |
39.30 (374.41) |
852.7% | Details | |
| 1/24/2019 | F5 Networks | FFIV | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2018 | SecureWorks | SCWX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/6/2018 | Arista Networks | ANET | Upgrade | Buy (Neutral) |
229.73 (244.57) |
6.46% | Details | |
| 11/13/2018 | CommScope Holding | COMM | Downgrade | Neutral (Buy) |
19.24 (19.58) |
1.77% | Details | |
| 10/31/2018 | Qualcomm | QCOM | Upgrade | Neutral (Buy) |
62.17 (86.37) |
38.93% | Details | |
| 9/7/2018 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2018 | Acacia Communications | ACIA | Downgrade | Underperform (Neutral) |
41.35 (60.55) |
46.43% | Details |

