Ratings by Evercore ISI (Amit Daryanani)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/1/2026 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/1/2026 | Everpure | P | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/25/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/22/2026 | TE Connectivity | TEL | Downgrade | In Line (Outperform) |
212.20 (197.44) |
-6.96% | Details | |
| 6/8/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2026 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2026 | Dell | DELL | New Coverage | Outperform (N/A) |
305.32 (394.32) |
29.15% | Details | |
| 5/27/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2026 | F5 Networks | FFIV | Upgrade | Outperform (In Line) |
364.59 (408.14) |
11.94% | Details | |
| 5/14/2026 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 5/4/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2026 | Vertiv | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Western Digital Corp. | WDC | Maintain | In Line (N/A) |
|
Details | ||
| 4/20/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Ingram Micro | INGM | Maintain | In Line (N/A) |
|
Details | ||
| 4/20/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2026 | SanDisk | SNDK | New Coverage | Outperform (N/A) |
851.77 (1745.00) |
104.87% | Details | |
| 4/10/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2026 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/8/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Vistance Networks | VISN | Maintain | In Line (N/A) |
|
Details | ||
| 4/7/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2026 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Vistance | VISN | New Coverage | In Line (N/A) |
19.58 (12.15) |
-37.95% | Details | |
| 2/26/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | Dell | DELL | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/20/2026 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2026 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 2/13/2026 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 2/4/2026 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/2/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/28/2026 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/27/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Cisco | CSCO | Upgrade | Outperform (In Line) |
74.59 (112.69) |
51.08% | Details | |
| 1/26/2026 | IBM | IBM | Maintain | Underperform (N/A) |
|
Details | ||
| 1/22/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2026 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/9/2026 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/18/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 12/11/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2025 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/8/2025 | IBM | IBM | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/8/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2025 | HP Enterprise | HPE | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/20/2025 | Cisco | CSCO | Maintain | In Line (N/A) |
|
Details | ||
| 11/19/2025 | IBM | IBM | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/13/2025 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/23/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/15/2025 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 10/8/2025 | CoreWeave | CRWV | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/7/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2025 | CoreWeave | CRWV | New Coverage | Outperform (N/A) |
122.52 (81.75) |
-33.28% | Details | |
| 9/26/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | HP, Inc. | HPQ | Downgrade | In Line (Outperform) |
29.04 (21.93) |
-24.48% | Details | |
| 9/10/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 9/4/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | Cisco | CSCO | Maintain | In Line (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 8/7/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Cisco | CSCO | Downgrade | In Line (Outperform) |
68.69 (74.59) |
8.59% | Details | |
| 7/24/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Ralliant Corp. | RAL | New Coverage | In Line (N/A) |
48.02 (61.03) |
27.09% | Details | |
| 7/18/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | Accenture plc | ACN | New Coverage | Outperform (N/A) |
279.67 (137.35) |
-50.89% | Details | |
| 7/17/2025 | Cognizant Technology Solutions | CTSH | New Coverage | Outperform (N/A) |
74.83 (41.99) |
-43.89% | Details | |
| 7/10/2025 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 6/10/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | Amphenol | APH | Maintain | In Line (N/A) |
|
Details | ||
| 6/3/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | HP, Inc. | HPQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | HP Enterprise | HPE | Upgrade | Outperform (In Line) |
17.46 (41.23) |
136.14% | Details | |
| 5/20/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 5/5/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 4/3/2025 | Sensata Technologies | ST | Downgrade | In Line (Outperform) |
24.61 (45.34) |
84.23% | Details | |
| 4/2/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/27/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/10/2025 | Karman Holdings Inc | KRMN | New Coverage | Outperform (N/A) |
28.78 (56.37) |
95.87% | Details | |
| 3/7/2025 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2025 | Ingram Micro | INGM | Maintain | In Line (N/A) |
|
Details | ||
| 2/24/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2025 | Juniper Networks | JNPR | Upgrade | Outperform (In Line) |
34.59 (39.95) |
15.5% | Details | |
| 1/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 1/29/2025 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 1/22/2025 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2024 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | Ingram Micro | INGM | New Coverage | In Line (N/A) |
22.75 (25.65) |
12.75% | Details | |
| 11/13/2024 | Pure Storage | PSTG | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/13/2024 | Rackspace Technology Inc. | RXT | Maintain | In Line (N/A) |
|
Details | ||
| 11/11/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 10/23/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2024 | Motorola Solutions Inc. | MSI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2024 | Dell | DELL | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/15/2024 | CIENA | CIEN | Downgrade | In Line (Outperform) |
67.73 (422.46) |
523.74% | Details | |
| 10/15/2024 | Sensata Technologies | ST | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2024 | Apple | AAPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/27/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 9/18/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | Resideo Technologies | REZI | New Coverage | Outperform (N/A) |
19.22 (30.66) |
59.52% | Details | |
| 7/30/2024 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 7/24/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 6/10/2024 | Fortinet | FTNT | Maintain | In Line (In Line) |
|
Details | ||
| 6/10/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 6/5/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 6/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 5/30/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | HP, Inc. | HPQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2024 | Sensata Technologies | ST | Upgrade | Outperform (In Line) |
39.40 (24.61) |
-37.54% | Details | |
| 5/3/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2024 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2024 | Western Digital Corp. | WDC | New Coverage | Outperform (N/A) |
64.98 (539.00) |
729.49% | Details | |
| 3/25/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2024 | Motorola Solutions Inc. | MSI | New Coverage | Outperform (N/A) |
348.56 (422.66) |
21.26% | Details | |
| 3/22/2024 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Rackspace Technology Inc. | RXT | Maintain | In Line (N/A) |
|
Details | ||
| 3/11/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | HP Enterprise | HPE | Maintain | In Line (N/A) |
|
Details | ||
| 3/1/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 2/29/2024 | CommScope Holding | COMM | New Coverage | In Line (N/A) |
1.85 (19.58) |
958.38% | Details | |
| 2/29/2024 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Seagate Technology | STX | New Coverage | Outperform (N/A) |
88.66 (820.16) |
825.06% | Details | |
| 2/14/2024 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | In Line (N/A) |
|
Details | ||
| 2/6/2024 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/30/2024 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 1/26/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2024 | IBM | IBM | Upgrade | Outperform (In Line) |
166.84 (289.52) |
73.53% | Details | |
| 1/12/2024 | CIENA | CIEN | Upgrade | Outperform (In Line) |
48.38 (67.73) |
40% | Details | |
| 1/10/2024 | Juniper Networks | JNPR | Downgrade | In Line (Outperform) |
30.22 (34.59) |
14.46% | Details | |
| 1/4/2024 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2023 | HP, Inc. | HPQ | Upgrade | Outperform (In Line) |
29.41 (29.04) |
-1.26% | Details | |
| 12/1/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 11/24/2023 | HP, Inc. | HPQ | Maintain | In Line (N/A) |
|
Details | ||
| 11/20/2023 | HP, Inc. | HPQ | Maintain | In Line (N/A) |
|
Details | ||
| 11/16/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | Arista Networks | ANET | Maintain | (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Downgrade | In Line (Outperform) |
57.31 (156.25) |
172.64% | Details | |
| 11/2/2023 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/31/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 10/26/2023 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2023 | Apple | AAPL | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Juniper Networks | JNPR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 8/31/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 8/18/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 8/9/2023 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 7/17/2023 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 6/29/2023 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 6/5/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 5/23/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Rackspace Technology Inc. | RXT | Maintain | In Line (N/A) |
|
Details | ||
| 5/5/2023 | TE Connectivity | TEL | Upgrade | Outperform (In Line) |
119.33 (212.20) |
77.83% | Details | |
| 5/4/2023 | CommScope Holding | COMM | Maintain | In Line (N/A) |
|
Details | ||
| 5/3/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | F5 Networks | FFIV | Maintain | In Line (N/A) |
|
Details | ||
| 4/20/2023 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 4/19/2023 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2023 | Juniper Networks | JNPR | Upgrade | Outperform (In Line) |
33.37 (39.95) |
19.72% | Details | |
| 3/15/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | CIENA | CIEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/3/2023 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | CommScope Holding | COMM | Maintain | In Line (N/A) |
|
Details | ||
| 2/23/2023 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 2/16/2023 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2023 | Fortive | FTV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/30/2023 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 1/19/2023 | TE Connectivity | TEL | Downgrade | In Line (Outperform) |
124.21 (197.44) |
58.96% | Details | |
| 1/17/2023 | IBM | IBM | Maintain | Underperform (N/A) |
|
Details | ||
| 1/12/2023 | HP Enterprise | HPE | Downgrade | In Line (Outperform) |
17.06 (17.46) |
2.34% | Details | |
| 1/3/2023 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2022 | Vivent Smart Home | VVNT | Maintain | In Line (N/A) |
|
Details | ||
| 11/30/2022 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 11/22/2022 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2022 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Vivent Smart Home | VVNT | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2022 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/28/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 10/26/2022 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 10/20/2022 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 10/16/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2022 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 10/11/2022 | F5 Networks | FFIV | Downgrade | In Line (Outperform) |
143.54 (364.59) |
154% | Details | |
| 10/11/2022 | CIENA | CIEN | Downgrade | In Line (Outperform) |
39.81 (422.46) |
961.19% | Details | |
| 9/28/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | HP, Inc. | HPQ | Maintain | In Line (N/A) |
|
Details | ||
| 8/29/2022 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 8/22/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 8/18/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 7/29/2022 | Helmerich & Payne | HP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 7/20/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 7/4/2022 | HP, Inc. | HPQ | Downgrade | In Line (Outperform) |
32.78 (21.93) |
-33.1% | Details | |
| 6/28/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | CDW Corporation | CDW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | CommScope Holding | COMM | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Plantronics | POLY | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2022 | Vivent Smart Home | VVNT | Maintain | In Line (N/A) |
|
Details | ||
| 6/14/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 5/31/2022 | CIENA | CIEN | 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 | ||
| 5/11/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 4/5/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | IBM | IBM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2022 | Dell | DELL | Upgrade | Outperform (In Line) |
51.96 (305.32) |
487.61% | Details | |
| 3/7/2022 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Dell | DELL | Maintain | In Line (N/A) |
|
Details | ||
| 2/22/2022 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/26/2022 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Vertiv Holdings Co. | VRT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Sensata Technologies | ST | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Resideo Technologies | REZI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Plantronics | POLY | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Juniper Networks | JNPR | Maintain | In Line (N/A) |
|
Details | ||
| 1/20/2022 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2022 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | F5 Networks | FFIV | Upgrade | Outperform (In Line) |
235.70 (143.54) |
-39.1% | Details | |
| 1/10/2022 | CommScope Holding | COMM | Downgrade | In Line (Outperform) |
10.96 (1.85) |
-83.12% | Details | |
| 1/6/2022 | TE Connectivity | TEL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | CDW Corporation | CDW | New Coverage | Outperform (N/A) |
191.75 (133.37) |
-30.45% | Details | |
| 12/14/2021 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Amphenol | APH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Vivent Smart Home | VVNT | Downgrade | In Line (Outperform) |
9.03 (12.00) |
32.89% | Details | |
| 12/14/2021 | Sensata Technologies | ST | Downgrade | Underperform (Outperform) |
59.36 (45.34) |
-23.62% | Details | |
| 12/14/2021 | Dell | DELL | Downgrade | In Line (Outperform) |
55.72 (394.32) |
607.68% | Details | |
| 12/9/2021 | CIENA | CIEN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2021 | IBM | IBM | New Coverage | In Line (N/A) |
117.10 (289.52) |
147.24% | Details | |
| 12/1/2021 | NetApp | NTAP | Maintain | In Line (N/A) |
|
Details | ||
| 11/26/2021 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | HP, Inc. | HPQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | TE Connectivity | TEL | Upgrade | Outperform (In Line) |
147.01 (197.44) |
34.3% | Details | |
| 9/16/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2021 | HP Enterprise | HPE | Upgrade | Outperform (In Line) |
14.02 (41.23) |
194.08% | Details | |
| 6/23/2021 | Helmerich & Payne | HP | Upgrade | Outperform (In Line) |
33.56 (31.30) |
-6.73% | Details | |
| 4/19/2021 | Sensata Technologies | ST | Upgrade | Outperform (In Line) |
58.37 (45.34) |
-22.32% | Details | |
| 3/16/2021 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2021 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2020 | Resideo Technologies | REZI | New Coverage | Outperform (N/A) |
17.74 (19.22) |
8.34% | Details | |
| 10/20/2020 | IBM | IBM | Maintain | In Line (N/A) |
|
Details | ||
| 9/21/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2020 | Vertiv Holdings Co. | VRT | New Coverage | Outperform (N/A) |
16.10 (300.53) |
1766.65% | Details | |
| 8/31/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2020 | Rackspace Technology Inc. | RXT | New Coverage | Outperform (N/A) |
18.69 (5.72) |
-69.4% | Details | |
| 5/21/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2020 | Checkpoint Software | CHKP | New Coverage | In Line (N/A) |
101.99 (136.58) |
33.92% | Details | |
| 5/4/2020 | Palo Alto Networks | PANW | New Coverage | In Line (N/A) |
194.68 (348.06) |
78.79% | Details | |
| 5/4/2020 | Fortinet | FTNT | New Coverage | Outperform (N/A) |
104.34 (156.25) |
49.75% | Details | |
| 4/20/2020 | Akamai Technologies | AKAM | New Coverage | Outperform (N/A) |
105.35 (91.35) |
-13.29% | Details | |
| 3/16/2020 | TE Connectivity | TEL | New Coverage | In Line (N/A) |
70.21 (147.01) |
109.39% | Details | |
| 2/5/2020 | Plantronics | PLT | Downgrade | In Line (Outperform) |
27.47 (12.38) |
-54.93% | Details | |
| 2/5/2020 | Vivent Smart Home | VVNT | New Coverage | Outperform (N/A) |
14.25 (12.00) |
-15.79% | Details | |
| 1/29/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2020 | IBM | IBM | Downgrade | In Line (Outperform) |
136.74 (117.10) |
-14.36% | Details | |
| 1/5/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2019 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2019 | Helmerich & Payne | HP | Upgrade | Outperform (In Line) |
40.79 (31.30) |
-23.27% | Details | |
| 10/14/2019 | HP Enterprise | HPE | Upgrade | In Line (Underperform) |
14.11 (41.23) |
192.2% | Details | |
| 8/23/2019 | HP, Inc. | HPQ | Downgrade | In Line (Outperform) |
18.93 (21.93) |
15.85% | Details | |
| 6/28/2019 | Plantronics | PLT | New Coverage | Outperform (N/A) |
35.69 (27.47) |
-23.03% | Details | |
| 6/20/2019 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2019 | Apple | AAPL | New Coverage | Outperform (N/A) |
45.64 (308.63) |
576.23% | Details | |
| 6/6/2019 | Sensata Technologies | ST | New Coverage | In Line (N/A) |
45.45 (45.34) |
-0.24% | Details | |
| 6/6/2019 | CDW Corporation | CDW | New Coverage | Outperform (N/A) |
102.48 (191.75) |
87.11% | Details | |
| 6/6/2019 | NetApp | NTAP | New Coverage | In Line (N/A) |
61.15 (154.17) |
152.12% | Details | |
| 6/6/2019 | HP Enterprise | HPE | New Coverage | Underperform (N/A) |
14.13 (14.11) |
-0.14% | Details | |
| 6/6/2019 | HP, Inc. | HPQ | New Coverage | Outperform (N/A) |
19.39 (18.93) |
-2.37% | Details | |
| 6/6/2019 | Dell | DELL | New Coverage | Outperform (N/A) |
57.68 (394.32) |
583.63% | Details | |
| 6/6/2019 | IBM | IBM | New Coverage | Outperform (N/A) |
132.69 (289.52) |
118.19% | Details |
