Ratings by Wolfe Research (Jeff Kvaal)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
9/1/2021 Apple AAPL Upgrade Peerperform
(Underperform)
151.83
(146.92)
-3.23% Details
7/29/2021 Equinix EQIX Maintain Outperform
(N/A)
 
 
  Details
7/28/2021 Apple AAPL Maintain Underperform
(N/A)
 
 
  Details
7/14/2021 Juniper Networks JNPR Upgrade Outperform
(Peerperform)
27.45
(28.53)
3.93% Details
6/4/2021 Apple AAPL Maintain Underperform
(N/A)
 
 
  Details
6/3/2021 CIENA CIEN Maintain Outperform
(N/A)
 
 
  Details
6/2/2021 RingCentral RNG Maintain Outperform
(N/A)
 
 
  Details
5/26/2021 RingCentral RNG Maintain Outperform
(N/A)
 
 
  Details
5/13/2021 Infinera Corp. INFN Upgrade Peerperform
(Underperform)
8.42
(8.21)
-2.49% Details
4/29/2021 Apple AAPL Maintain Underperform
(N/A)
 
 
  Details
4/21/2021 Apple AAPL Maintain Underperform
(N/A)
 
 
  Details
4/16/2021 Cisco CSCO Upgrade Outperform
(Peerperform)
51.64
(56.73)
9.86% Details
4/8/2021 CommScope Holding COMM Maintain Outperform
(N/A)
 
 
  Details
3/18/2021 Equinix EQIX New Coverage Outperform
(N/A)
656.45
(834.68)
27.15% Details
3/18/2021 American Tower AMT New Coverage Outperform
(N/A)
223.17
(282.18)
26.44% Details
3/18/2021 Crown Castle CCI New Coverage Peerperform
(N/A)
164.96
(182.07)
10.37% Details
3/18/2021 SBA Communications SBAC New Coverage Outperform
(N/A)
267.72
(344.99)
28.86% Details
3/18/2021 Digital Realty Trust DLR New Coverage Peerperform
(N/A)
134.68
(152.72)
13.39% Details
3/2/2021 Zoom Video ZM Maintain Outperform
(N/A)
 
 
  Details
2/19/2021 Arista Networks ANET Maintain Outperform
(N/A)
 
 
  Details
2/18/2021 Twilio TWLO Maintain Outperform
(N/A)
 
 
  Details
2/17/2021 RingCentral RNG Maintain Outperform
(N/A)
 
 
  Details
1/21/2021 CIENA CIEN Maintain Outperform
(N/A)
 
 
  Details
1/11/2021 Apple AAPL Maintain Underperform
(N/A)
 
 
  Details
12/16/2020 Arista Networks ANET Upgrade Outperform
(Peerperform)
279.59
(360.15)
28.81% Details
12/2/2020 Slack Technologies Inc. WORK Maintain Peerperform
(N/A)
 
 
  Details
12/1/2020 Zoom Video ZM Maintain Peerperform
(N/A)
 
 
  Details
10/13/2020 Twilio TWLO Maintain Outperform
(N/A)
 
 
  Details
9/18/2020 Cisco CSCO Downgrade Peerperform
(Outperform)
40.37
(56.73)
40.53% Details
7/24/2020 Zoom Video ZM New Coverage Peerperform
(N/A)
251.50
(272.36)
8.29% Details
7/24/2020 Twilio TWLO New Coverage Outperform
(N/A)
254.32
(343.21)
34.95% Details
7/24/2020 Slack Technologies Inc. WORK New Coverage Peerperform
(N/A)
30.35
(45.20)
48.93% Details
7/24/2020 RingCentral RNG New Coverage Outperform
()
275.38
(222.13)
-19.34% Details
7/24/2020 Juniper Networks JNPR New Coverage Peerperform
(N/A)
24.50
(27.45)
12.04% Details
7/24/2020 Infinera Corp. INFN New Coverage Underperform
(N/A)
7.80
(8.42)
7.95% Details
7/24/2020 F5 Networks FFIV New Coverage Outperform
(N/A)
154.71
(204.24)
32.01% Details
7/24/2020 CommScope Holding COMM New Coverage Outperform
(N/A)
8.97
(13.75)
53.29% Details
7/24/2020 Cisco CSCO New Coverage Outperform
(N/A)
47.41
(56.73)
19.66% Details
7/24/2020 CIENA CIEN New Coverage Outperform
(N/A)
55.17
(52.02)
-5.71% Details
7/24/2020 Arista Networks ANET New Coverage Peerperform
(N/A)
239.30
(360.15)
50.5% Details
7/24/2020 Apple AAPL New Coverage Underperform
(N/A)
92.85
(146.92)
58.23% Details