Ratings by BNP Paribas Exane (Karl Ackerman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/9/2025 | MACOM Technology Solutions | MTSI | Upgrade | Outperform (Neutral) |
87.64 (97.29) |
11.01% | Details | |
| 3/11/2025 | Lumentum | LITE | Upgrade | Outperform (Neutral) |
62.11 (52.00) |
-16.28% | Details | |
| 1/28/2025 | Cisco | CSCO | Upgrade | Outperform (Neutral) |
59.08 (55.76) |
-5.62% | Details | |
| 11/18/2024 | Ingram Micro | INGM | New Coverage | Neutral (N/A) |
23.47 (16.17) |
-31.1% | Details | |
| 10/30/2024 | Qorvo Inc | QRVO | Downgrade | Neutral (Outperform) |
100.48 (57.63) |
-42.65% | Details | |
| 10/9/2024 | CIENA | CIEN | Downgrade | Neutral (Outperform) |
65.25 (60.14) |
-7.83% | Details | |
| 9/12/2024 | Micron Technology | MU | Downgrade | Underperform (Outperform) |
86.85 (68.80) |
-20.78% | Details | |
| 5/13/2024 | Cisco | CSCO | Upgrade | Neutral (Underperform) |
47.79 (55.76) |
16.68% | Details | |
| 4/11/2024 | CIENA | CIEN | New Coverage | Outperform (N/A) |
46.74 (60.14) |
28.67% | Details | |
| 1/11/2024 | Seagate Technology | STX | Downgrade | Underperform (Neutral) |
80.11 (75.78) |
-5.41% | Details | |
| 9/20/2023 | Skyworks Solutions | SWKS | Downgrade | Neutral (Outperform) |
98.50 (55.98) |
-43.17% | Details | |
| 9/20/2023 | Western Digital Corp. | WDC | Upgrade | Outperform (Neutral) |
43.65 (36.51) |
-16.36% | Details | |
| 8/3/2023 | Qorvo Inc | QRVO | Upgrade | Outperform (Neutral) |
110.21 (57.63) |
-47.71% | Details | |
| 7/20/2023 | Arista Networks | ANET | New Coverage | Outperform (N/A) |
176.26 (71.20) |
-59.61% | Details | |
| 7/20/2023 | Juniper Networks | JNPR | New Coverage | Neutral (N/A) |
30.22 (34.33) |
13.6% | Details | |
| 7/20/2023 | Cisco | CSCO | New Coverage | Underperform (N/A) |
52.43 (55.76) |
6.35% | Details | |
| 5/19/2023 | MaxLinear | MXL | Upgrade | Neutral (Underperform) |
27.43 (10.22) |
-62.74% | Details | |
| 2/28/2023 | MACOM Technology Solutions | MTSI | New Coverage | Neutral (N/A) |
68.11 (97.29) |
42.84% | Details | |
| 2/28/2023 | Broadcom Limited | AVGO | New Coverage | Outperform (N/A) |
585.45 (170.99) |
-70.79% | Details | |
| 2/28/2023 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Outperform (N/A) |
10.34 (36.63) |
254.26% | Details | |
| 2/28/2023 | MaxLinear | MXL | New Coverage | Underperform (N/A) |
34.49 (10.22) |
-70.37% | Details | |
| 1/23/2023 | Western Digital Corp. | WDC | Upgrade | Neutral (Underperform) |
37.55 (36.51) |
-2.77% | Details | |
| 9/13/2022 | Marvell | MRVL | New Coverage | Outperform (N/A) |
50.25 (51.70) |
2.89% | Details | |
| 9/13/2022 | Seagate Technology | STX | New Coverage | Neutral (N/A) |
68.77 (75.78) |
10.19% | Details | |
| 9/13/2022 | Western Digital Corp. | WDC | New Coverage | Underperform (N/A) |
43.27 (36.51) |
-15.62% | Details | |
| 9/13/2022 | Skyworks Solutions | SWKS | New Coverage | Outperform (N/A) |
103.62 (55.98) |
-45.98% | Details | |
| 9/13/2022 | Qorvo Inc | QRVO | New Coverage | Neutral (N/A) |
93.41 (57.63) |
-38.3% | Details | |
| 9/13/2022 | Micron Technology | MU | New Coverage | Outperform (N/A) |
57.94 (68.80) |
18.74% | Details |
