Ratings by Rothschild Redburn (Mike Harrison)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/1/2026 Astera Labs ALAB New Coverage Neutral
(N/A)
196.85
(367.15)
86.51% Details
5/1/2026 CIENA CIEN New Coverage Neutral
(N/A)
475.39
(445.98)
-6.19% Details
5/1/2026 Coherent COHR New Coverage Buy
(N/A)
304.93
(385.03)
26.27% Details
5/1/2026 Credo Technology Group Holding Ltd. CRDO New Coverage Buy
(N/A)
175.77
(250.81)
42.69% Details
5/1/2026 Celestica CLS New Coverage Buy
(N/A)
376.54
(393.12)
4.4% Details
5/1/2026 Lumentum LITE New Coverage Buy
(N/A)
858.32
(921.56)
7.37% Details
5/28/2025 Marvell MRVL New Coverage Neutral
(N/A)
60.69
(279.70)
360.87% Details
5/28/2025 Arista Networks ANET New Coverage Buy
(N/A)
91.20
(163.24)
78.99% Details
5/28/2025 Broadcom Limited AVGO New Coverage Buy
(N/A)
228.72
(382.07)
67.05% Details