Ratings by Needham & Company (Alex Henderson)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
9/9/2021 SentinelOne Inc S Maintain Buy
(N/A)
 
 
  Details
9/2/2021 Okta, Inc OKTA Upgrade Buy
(Hold)
264.76
(251.76)
-4.91% Details
9/1/2021 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
8/30/2021 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
8/6/2021 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
8/5/2021 Rapid7 RPD Maintain Buy
(N/A)
 
 
  Details
8/4/2021 Akamai Technologies AKAM Downgrade Hold
(Buy)
119.82
(106.95)
-10.74% Details
8/4/2021 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
8/2/2021 Ceragon Networks CRNT Maintain Buy
(N/A)
 
 
  Details
7/29/2021 Radware RDWR Maintain Buy
(N/A)
 
 
  Details
7/29/2021 Extreme Networks EXTR Upgrade Buy
(Hold)
10.43
(9.06)
-13.14% Details
7/27/2021 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
7/19/2021 Ceragon Networks CRNT Maintain Buy
(N/A)
 
 
  Details
7/19/2021 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
7/19/2021 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
7/16/2021 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
7/14/2021 Rapid7 RPD Maintain Buy
(N/A)
 
 
  Details
7/14/2021 Mimecast Limited MIME Maintain Buy
(N/A)
 
 
  Details
7/14/2021 KnowBe4 Inc. KNBE Maintain Buy
(N/A)
 
 
  Details
7/13/2021 Radware RDWR Upgrade Buy
(Hold)
31.04
(35.01)
12.79% Details
5/24/2021 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
5/20/2021 KnowBe4 Inc. KNBE Maintain Buy
(N/A)
 
 
  Details
5/13/2021 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
5/4/2021 Ceragon Networks CRNT Upgrade Buy
(Hold)
3.33
(3.46)
3.9% Details
4/30/2021 Silicom Ltd. SILC Maintain Buy
(N/A)
 
 
  Details
4/28/2021 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
4/28/2021 Juniper Networks JNPR Maintain Buy
(N/A)
 
 
  Details
3/26/2021 Telos Corp. TLS Maintain Buy
(N/A)
 
 
  Details
3/25/2021 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
3/12/2021 Ceragon Networks CRNT Upgrade Hold
(Underperform)
4.17
(3.46)
-17.03% Details
3/11/2021 Silicom Ltd. SILC Maintain Buy
(N/A)
 
 
  Details
3/2/2021 Applied Optoelectronics AAOI Downgrade Hold
(Buy)
9.02
(6.78)
-24.83% Details
3/1/2021 SailPoint Technologies Holdings SAIL Upgrade Buy
(Hold)
56.38
(45.40)
-19.47% Details
2/25/2021 Proofpoint PFPT Maintain Buy
(N/A)
 
 
  Details
2/12/2021 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
2/10/2021 Allot Communications ALLT Maintain Buy
(N/A)
 
 
  Details
2/3/2021 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
2/2/2021 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
1/29/2021 Juniper Networks JNPR Maintain Buy
(N/A)
 
 
  Details
1/28/2021 Silicom Ltd. SILC Maintain Buy
(N/A)
 
 
  Details
1/27/2021 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
1/20/2021 Ceragon Networks CRNT Downgrade Underperform
(Buy)
6.46
(4.17)
-35.45% Details
1/20/2021 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
1/14/2021 Ceragon Networks CRNT Maintain Buy
(N/A)
 
 
  Details
1/13/2021 NeoPhotonics NPTN Maintain Buy
(N/A)
 
 
  Details
1/13/2021 CIENA CIEN Maintain Buy
(N/A)
 
 
  Details
1/12/2021 Zscaler ZS Maintain Strong Buy
(N/A)
 
 
  Details
1/12/2021 Viavi Solutions VIAV Maintain Buy
(N/A)
 
 
  Details
1/8/2021 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
12/30/2020 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
12/10/2020 Zscaler ZS Maintain Strong Buy
(N/A)
 
 
  Details
11/30/2020 Zscaler ZS Maintain Strong Buy
(N/A)
 
 
  Details
11/30/2020 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
11/19/2020 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
11/5/2020 Rapid7 RPD Maintain Buy
(N/A)
 
 
  Details
11/5/2020 NeoPhotonics NPTN Upgrade Buy
(Hold)
6.88
(8.54)
24.13% Details
10/27/2020 Varonis Systems VRNS Maintain Buy
(N/A)
 
 
  Details
9/17/2020 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
9/9/2020 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
9/3/2020 CrowdStrike Holdings CRWD Maintain Buy
(Buy)
 
 
  Details
8/31/2020 NeoPhotonics NPTN Downgrade Hold
(Buy)
6.92
(6.88)
-0.58% Details
8/18/2020 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
8/12/2020 OneSpan Inc. OSPN Maintain Buy
(Buy)
 
 
  Details
8/12/2020 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
8/7/2020 Applied Optoelectronics AAOI Maintain Buy
(N/A)
 
 
  Details
8/6/2020 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
7/29/2020 Silicom Ltd. SILC Maintain Buy
(N/A)
 
 
  Details
7/28/2020 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
7/21/2020 CIENA CIEN Upgrade Buy
(Hold)
54.35
(50.84)
-6.46% Details
7/21/2020 Applied Optoelectronics AAOI Upgrade Buy
(Hold)
12.02
(9.02)
-24.96% Details
7/20/2020 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
7/13/2020 Varonis Systems VRNS Maintain Buy
(N/A)
 
 
  Details
6/24/2020 OneSpan Inc. OSPN Maintain Buy
(N/A)
 
 
  Details
6/22/2020 Zscaler ZS Maintain Strong Buy
(N/A)
 
 
  Details
6/19/2020 Viavi Solutions VIAV Maintain Buy
(N/A)
 
 
  Details
6/11/2020 Varonis Systems VRNS Maintain Buy
(N/A)
 
 
  Details
6/8/2020 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
6/3/2020 CrowdStrike Holdings CRWD Maintain Buy
(Buy)
 
 
  Details
6/1/2020 Juniper Networks JNPR Maintain Buy
(Buy)
 
 
  Details
6/1/2020 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
5/29/2020 Zscaler ZS Maintain Strong Buy
(Strong Buy)
 
 
  Details
5/19/2020 OneSpan Inc. OSPN New Coverage Buy
(N/A)
17.89
(18.60)
3.97% Details
5/18/2020 Ceragon Networks CRNT Maintain Buy
(N/A)
 
 
  Details
5/13/2020 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
5/8/2020 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
5/5/2020 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
5/4/2020 Ceragon Networks CRNT Maintain Buy
(N/A)
 
 
  Details
5/4/2020 SailPoint Technologies Holdings SAIL Downgrade Hold
(Buy)
18.11
(45.40)
150.69% Details
5/1/2020 NeoPhotonics NPTN Maintain Buy
(N/A)
 
 
  Details
4/30/2020 Silicom Ltd. SILC Maintain Buy
(N/A)
 
 
  Details
4/29/2020 Juniper Networks JNPR Maintain Buy
(N/A)
 
 
  Details
4/28/2020 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
4/17/2020 Ceragon Networks CRNT Upgrade Buy
(Hold)
1.99
(3.46)
73.87% Details
4/7/2020 Silicom Ltd. SILC Maintain Buy
(N/A)
 
 
  Details
4/6/2020 F5 Networks FFIV Maintain Buy
(N/A)
 
 
  Details
3/18/2020 Viavi Solutions VIAV Maintain Buy
(N/A)
 
 
  Details
3/4/2020 Okta, Inc OKTA Downgrade Hold
(Buy)
131.34
(264.76)
101.58% Details
2/13/2020 CyberArk Software CYBR Downgrade Hold
(Buy)
119.38
(164.01)
37.38% Details
2/13/2020 Radware RDWR Downgrade Hold
(Buy)
22.83
(35.01)
53.35% Details
2/10/2020 F5 Networks FFIV Upgrade Buy
(Hold)
123.58
(197.17)
59.55% Details
2/5/2020 Viavi Solutions VIAV Maintain Buy
(N/A)
 
 
  Details
2/4/2020 Lumentum LITE Maintain Buy
(N/A)
 
 
  Details
2/4/2020 Allot Communications ALLT Maintain Buy
(N/A)
 
 
  Details
2/3/2020 Allot Communications ALLT Maintain Buy
(N/A)
 
 
  Details
1/30/2020 Silicom Ltd. SILC Upgrade Buy
(Hold)
35.06
(43.11)
22.96% Details
1/22/2020 NeoPhotonics NPTN Upgrade Buy
(Hold)
8.58
(6.92)
-19.35% Details
1/10/2020 Juniper Networks JNPR Maintain Buy
(N/A)
 
 
  Details
1/2/2020 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
1/2/2020 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
1/2/2020 Lumentum LITE Downgrade Buy
(Strong Buy)
79.30
(84.22)
6.2% Details
12/30/2019 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
12/16/2019 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
12/16/2019 Extreme Networks EXTR Maintain Hold
()
 
 
  Details
12/13/2019 CIENA CIEN Maintain Hold
(N/A)
 
 
  Details
12/2/2019 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
11/14/2019 Cisco CSCO Maintain Hold
(N/A)
 
 
  Details
11/1/2019 Arista Networks ANET Downgrade Hold
(Buy)
244.57
(351.54)
43.74% Details
10/28/2019 Arista Networks ANET Maintain Buy
(Buy)
 
 
  Details
10/10/2019 ForeScout Technologies FSCT Downgrade Hold
(Buy)
39.20
(28.99)
-26.05% Details
10/8/2019 Cloudflare Inc. NET New Coverage Buy
(N/A)
17.04
(130.40)
665.26% Details
9/30/2019 Infinera Corp. INFN Maintain Strong Buy
(Strong Buy)
 
 
  Details
9/23/2019 Juniper Networks JNPR Upgrade Buy
(Hold)
23.85
(27.41)
14.93% Details
9/23/2019 Lumentum LITE Maintain Strong Buy
(N/A)
 
 
  Details
9/16/2019 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
9/13/2019 Viavi Solutions VIAV Maintain Buy
(Buy)
 
 
  Details
9/3/2019 CIENA CIEN Maintain Hold
(Hold)
 
 
  Details
8/26/2019 Fabrinet FN Maintain Buy
(Buy)
 
 
  Details
8/16/2019 Viavi Solutions VIAV Maintain Buy
(N/A)
 
 
  Details
8/9/2019 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
8/9/2019 Lumentum LITE Maintain Strong Buy
(N/A)
 
 
  Details
7/29/2019 Radware RDWR Maintain Buy
(N/A)
 
 
  Details
7/29/2019 Rapid7 RPD Maintain Buy
(N/A)
 
 
  Details
7/17/2019 Okta, Inc OKTA Maintain Buy
(N/A)
 
 
  Details
7/10/2019 Acacia Communications ACIA Downgrade Hold
(Buy)
48.06
(114.99)
139.26% Details
7/1/2019 Acacia Communications ACIA Upgrade Buy
(Hold)
47.16
(48.06)
1.91% Details
6/7/2019 CIENA CIEN Maintain Hold
(Hold)
 
 
  Details
5/17/2019 NeoPhotonics NPTN Downgrade Hold
(Strong Buy)
5.72
(8.58)
50% Details
5/14/2019 CyberArk Software CYBR Maintain Buy
(N/A)
 
 
  Details
5/7/2019 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
5/6/2019 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
5/6/2019 Mimecast Limited MIME Maintain Buy
(N/A)
 
 
  Details
5/6/2019 Lumentum LITE Maintain Strong Buy
(Strong Buy)
 
 
  Details
4/29/2019 Arista Networks ANET Maintain Buy
(N/A)
 
 
  Details
4/29/2019 Rapid7 RPD Maintain Buy
(N/A)
 
 
  Details
4/22/2019 Akamai Technologies AKAM New Coverage Buy
(N/A)
75.34
(106.95)
41.96% Details
4/4/2019 Okta, Inc OKTA Maintain Buy
(N/A)
 
 
  Details
3/18/2019 Lumentum LITE Maintain Strong Buy
(N/A)
 
 
  Details
3/13/2019 Arista Networks ANET Maintain Buy
(N/A)
 
 
  Details
3/12/2019 Proofpoint PFPT Maintain Buy
(Buy)
 
 
  Details
3/11/2019 ForeScout Technologies FSCT Maintain Buy
(N/A)
 
 
  Details
3/1/2019 Zscaler ZS Maintain Strong Buy
(N/A)
 
 
  Details
2/22/2019 Applied Optoelectronics AAOI Downgrade Hold
(Buy)
14.60
(12.02)
-17.67% Details
2/14/2019 CyberArk Software CYBR Maintain Buy
(N/A)
 
 
  Details
2/12/2019 Radcom RDCM Downgrade Hold
(Buy)
8.05
(11.00)
36.65% Details
2/12/2019 Mimecast Limited MIME Maintain Buy
(Buy)
 
 
  Details
2/12/2019 Varonis Systems VRNS Maintain Buy
(Buy)
 
 
  Details
2/6/2019 Lumentum LITE Maintain Strong Buy
(Strong Buy)
 
 
  Details
2/6/2019 Allot Communications ALLT Maintain Buy
(N/A)
 
 
  Details
1/3/2019 Lumentum LITE Maintain Strong Buy
(Strong Buy)
 
 
  Details
12/18/2018 Fabrinet FN Maintain Buy
(Buy)
 
 
  Details
12/17/2018 Arista Networks ANET Maintain Buy
(Buy)
 
 
  Details
12/17/2018 Lumentum LITE Maintain Strong Buy
(N/A)
 
 
  Details
12/4/2018 Finisar FNSR Maintain Hold
(N/A)
 
 
  Details
11/28/2018 Ceragon Networks CRNT Downgrade Hold
(Buy)
4.40
(1.99)
-54.77% Details
11/20/2018 CIENA CIEN Downgrade Hold
(Buy)
32.47
(54.35)
67.39% Details
11/12/2018 Lumentum LITE Maintain Strong Buy
(N/A)
 
 
  Details
11/8/2018 CyberArk Software CYBR Maintain Buy
(Buy)
 
 
  Details
11/7/2018 Infinera Corp. INFN Maintain Strong Buy
(N/A)
 
 
  Details
11/6/2018 Allot Communications ALLT Maintain Buy
(N/A)
 
 
  Details
10/22/2018 Applied Optoelectronics AAOI Maintain Buy
(Buy)
 
 
  Details
10/15/2018 Finisar FNSR Maintain Hold
(Hold)
 
 
  Details
10/9/2018 Radcom RDCM Maintain Buy
(N/A)
 
 
  Details
10/8/2018 Lumentum LITE Maintain Strong Buy
(Strong Buy)
 
 
  Details
10/1/2018 Applied Optoelectronics AAOI Maintain Buy
(N/A)
 
 
  Details
9/21/2018 Rapid7 RPD Maintain Buy
(N/A)
 
 
  Details
9/21/2018 ForeScout Technologies FSCT New Coverage Buy
(N/A)
38.11
(39.20)
2.86% Details
9/18/2018 Radcom RDCM Maintain Buy
(N/A)
 
 
  Details
9/17/2018 Varonis Systems VRNS Maintain Buy
(Buy)
 
 
  Details
9/10/2018 NeoPhotonics NPTN Maintain Strong Buy
(N/A)
 
 
  Details
9/7/2018 Okta, Inc OKTA Maintain Buy
(N/A)
 
 
  Details
9/6/2018 Radware RDWR Maintain Buy
(N/A)
 
 
  Details
9/6/2018 Zscaler ZS Maintain Strong Buy
(N/A)
 
 
  Details
9/5/2018 Fabrinet FN Maintain Buy
(N/A)
 
 
  Details
9/5/2018 Lumentum LITE Maintain Strong Buy
(N/A)
 
 
  Details
9/4/2018 Arista Networks ANET Maintain Buy
(Buy)
 
 
  Details
8/31/2018 CIENA CIEN Maintain Buy
(N/A)
 
 
  Details
8/21/2018 Fabrinet FN Downgrade Buy
(Strong Buy)
43.66
(102.54)
134.86% Details
8/13/2018 Viavi Solutions VIAV Upgrade Buy
(Hold)
10.61
(15.38)
44.96% Details