Ratings by Rothschild Redburn (Mike Harrison)
| Date | Company | Symbol | 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 |

