Ratings by TD Cowen (Michael Elias)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2026 | Forgent Power Solutions | FPS | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2026 | GDS Holdings | GDS | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2026 | Vertiv | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2026 | Forgent Power Solutions | FPS | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | Akamai Technologies | AKAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2026 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2026 | Vertiv | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | Forgent Power Solutions | FPS | New Coverage | Buy (N/A) |
34.39 (61.64) |
79.24% | Details | |
| 2/27/2026 | SBA Communications | SBAC | Maintain | (N/A) |
|
Details | ||
| 2/25/2026 | American Tower | AMT | Maintain | (N/A) |
|
Details | ||
| 2/20/2026 | Akamai Technologies | AKAM | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2026 | IHS Holding | IHS | Downgrade | Hold (Buy) |
8.29 (8.20) |
-1.09% | Details | |
| 2/12/2026 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | Vertiv Holdings Co. | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 12/29/2025 | DigitalBridge Group Inc. | DBRG | Downgrade | Hold (Buy) |
13.92 (15.75) |
13.15% | Details | |
| 12/1/2025 | Vertiv Holdings Co. | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | GDS Holdings | GDS | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2025 | Advanced Flower Capital | AFCG | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | Akamai Technologies | AKAM | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2025 | SBA Communications | SBAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | DigitalBridge Group Inc. | DBRG | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Equinix | EQIX | Maintain | (N/A) |
|
Details | ||
| 10/30/2025 | Equinix | EQIX | Maintain | (N/A) |
|
Details | ||
| 10/29/2025 | American Tower | AMT | Maintain | (N/A) |
|
Details | ||
| 10/24/2025 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 10/23/2025 | Vertiv Holdings Co. | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Akamai Technologies | AKAM | Maintain | Hold (N/A) |
|
Details | ||
| 8/5/2025 | SBA Communications | SBAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2025 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 6/20/2025 | GDS Holdings | GDS | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2025 | IHS Holding | IHS | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Akamai Technologies | AKAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2025 | Vertiv Holdings Co. | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2025 | GDS Holdings | GDS | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2025 | IHS Holding | IHS | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2025 | DigitalBridge Group Inc. | DBRG | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2025 | Akamai Technologies | AKAM | Downgrade | Hold (Buy) |
98.03 (120.71) |
23.14% | Details | |
| 2/13/2025 | Vertiv Holdings Co. | VRT | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | GDS Holdings | GDS | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2024 | Advanced Flower Capital | AFCG | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2024 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2024 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | SBA Communications | SBAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2024 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 5/3/2024 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2024 | SBA Communications | SBAC | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2023 | Digital Realty Trust | DLR | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2023 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Edgio | EGIO | Maintain | Hold (N/A) |
|
Details | ||
| 6/22/2023 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2023 | Cyxtera Technologies | CYXT | Downgrade | Hold (Buy) |
1.39 (0.07) |
-94.96% | Details | |
| 12/13/2022 | Equinix | EQIX | Upgrade | Buy (Hold) |
680.37 (1102.99) |
62.12% | Details | |
| 11/10/2022 | Edgio | EGIO | Downgrade | Hold (Buy) |
2.16 (1.11) |
-48.61% | Details | |
| 8/19/2022 | Edgio | EGIO | Maintain | Buy (N/A) |
|
Details |
