Ratings by BofA Securities (Ruplu Bhattacharya)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/18/2026 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2026 | Arrow Electronics | ARW | Upgrade | Neutral (Underperform) |
201.46 (229.57) |
13.95% | Details | |
| 5/13/2026 | Avnet | AVT | Upgrade | Neutral (Underperform) |
82.11 (90.44) |
10.14% | Details | |
| 5/13/2026 | FLEX Ltd | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Enovix Corporation | ENVX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Super Micro Computer | SMCI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2026 | Ingram Micro | INGM | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | Celestica | CLS | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2026 | FLEX Ltd | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2026 | Concentrix Corp. | CNXC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/23/2026 | Super Micro Computer | SMCI | Maintain | Underperform (N/A) |
|
Details | ||
| 3/19/2026 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2026 | Enovix Corporation | ENVX | New Coverage | Neutral (N/A) |
5.01 (6.63) |
32.34% | Details | |
| 3/3/2026 | Ingram Micro | INGM | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Celestica | CLS | New Coverage | Buy (N/A) |
333.17 (349.79) |
4.99% | Details | |
| 1/23/2026 | Sanmina-SCI Corp. | SANM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Super Micro Computer | SMCI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/22/2026 | Vishay Intertechnology | VSH | Maintain | Underperform (N/A) |
|
Details | ||
| 1/14/2026 | Concentrix Corp. | CNXC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2026 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2025 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2025 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | CDW Corporation | CDW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Super Micro Computer | SMCI | Maintain | Underperform (N/A) |
|
Details | ||
| 11/3/2025 | Ingram Micro | INGM | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Ingram Micro | INGM | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2025 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | Sanmina-SCI Corp. | SANM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2025 | Avnet | AVT | Maintain | Underperform (N/A) |
|
Details | ||
| 7/10/2025 | Sanmina-SCI Corp. | SANM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2025 | Super Micro Computer | SMCI | New Coverage | Underperform (N/A) |
49.11 (33.58) |
-31.62% | Details | |
| 6/20/2025 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2025 | Ingram Micro | INGM | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2025 | Ingram Micro | INGM | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Arrow Electronics | ARW | Downgrade | Underperform (Neutral) |
109.72 (201.46) |
83.61% | Details | |
| 1/31/2025 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Avnet | AVT | Downgrade | Underperform (Neutral) |
53.24 (82.11) |
54.23% | Details | |
| 1/29/2025 | Sanmina-SCI Corp. | SANM | Upgrade | Neutral (Underperform) |
81.02 (248.38) |
206.57% | Details | |
| 1/16/2025 | Concentrix Corp. | CNXC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Flextronics | FLEX | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2024 | Ingram Micro | INGM | New Coverage | Buy (N/A) |
22.75 (28.54) |
25.45% | Details | |
| 10/29/2024 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2024 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2024 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | Concentrix Corp. | CNXC | Upgrade | Neutral (Underperform) |
72.34 (23.92) |
-66.93% | Details | |
| 8/7/2024 | Super Micro Computer | SMCI | Downgrade | Neutral (Buy) |
616.94 (49.11) |
-92.04% | Details | |
| 6/27/2024 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2024 | Concentrix Corp. | CNXC | Downgrade | Underperform (Neutral) |
62.23 (23.92) |
-61.56% | Details | |
| 3/13/2024 | Super Micro Computer | SMCI | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | CDW Corporation | CDW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | Super Micro Computer | SMCI | New Coverage | Buy (N/A) |
880.55 (33.58) |
-96.19% | Details | |
| 2/5/2024 | Avnet | AVT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2024 | Sanmina-SCI Corp. | SANM | Maintain | Underperform (N/A) |
|
Details | ||
| 12/15/2023 | Sanmina-SCI Corp. | SANM | New Coverage | Underperform (N/A) |
53.01 (248.38) |
368.55% | Details | |
| 11/2/2023 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2023 | Concentrix Corp. | CNXC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | CDW Corporation | CDW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2023 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2023 | Avnet | AVT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2023 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2023 | Concentrix Corp. | CNXC | Downgrade | Neutral (Buy) |
83.48 (62.23) |
-25.46% | Details | |
| 6/28/2023 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2023 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | CDW Corporation | CDW | Downgrade | Neutral (Buy) |
190.28 (128.66) |
-32.38% | Details | |
| 2/17/2023 | Roku Inc. | ROKU | Upgrade | Buy (Underperform) |
70.57 (77.87) |
10.34% | Details | |
| 2/14/2023 | Roku Inc. | ROKU | Maintain | Underperform (N/A) |
|
Details | ||
| 2/7/2023 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2023 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2022 | Arrow Electronics | ARW | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2022 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2022 | Concentrix Corp. | CNXC | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | Roku Inc. | ROKU | Downgrade | Underperform (Buy) |
85.17 (135.65) |
59.27% | Details | |
| 6/27/2022 | Concentrix Corp. | CNXC | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2022 | CDW Corporation | CDW | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Concentrix Corp. | CNXC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/28/2022 | TD Synnex | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2022 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2022 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 12/17/2021 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2021 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2021 | Sanmina-SCI Corp. | SANM | Downgrade | Underperform (Neutral) |
42.91 (53.01) |
23.54% | Details | |
| 10/7/2021 | Avnet | AVT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/16/2021 | Jabil | JBL | Maintain | Buy (N/A) |
|
Details | ||
| 6/15/2021 | SYNNEX Corp. | SNX | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2021 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2020 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2020 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2020 | Roku Inc. | ROKU | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | Jabil | JBL | Upgrade | Buy (Neutral) |
26.72 (367.59) |
1275.71% | Details | |
| 5/5/2020 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2019 | Jabil | JBL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2019 | Arrow Electronics | ARW | Maintain | Underperform (N/A) |
|
Details | ||
| 10/4/2019 | Jabil | JBL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2019 | Jabil | JBL | Maintain | Neutral (N/A) |
|
Details |
