Ratings by HSBC (Stephen Bersey)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/2/2026 | Adobe | ADBE | Upgrade | Buy (Hold) |
205.02 (222.65) |
8.6% | Details | |
| 6/30/2026 | Fortinet | FTNT | Downgrade | Reduce (Hold) |
151.35 (163.73) |
8.18% | Details | |
| 5/29/2026 | Snowflake Inc. | SNOW | Upgrade | Buy (Hold) |
175.26 (267.49) |
52.62% | Details | |
| 5/14/2026 | Cisco | CSCO | Upgrade | Buy (Hold) |
101.87 (118.31) |
16.14% | Details | |
| 5/1/2026 | Palantir | PLTR | Downgrade | Hold (Buy) |
139.11 (129.04) |
-7.24% | Details | |
| 4/28/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2026 | TE Connectivity | TEL | Downgrade | Hold (Buy) |
221.04 (198.91) |
-10.01% | Details | |
| 3/25/2026 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2026 | Synopsys | SNPS | Downgrade | Hold (Buy) |
442.44 (443.37) |
0.21% | Details | |
| 2/13/2026 | CrowdStrike Holdings | CRWD | Upgrade | Buy (Hold) |
411.54 (198.40) |
-51.79% | Details | |
| 2/3/2026 | Palantir Technologies Inc. | PLTR | Upgrade | Buy (Hold) |
147.76 (139.11) |
-5.85% | Details | |
| 11/26/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 11/21/2025 | Palo Alto Networks | PANW | Downgrade | Reduce (Hold) |
185.07 (338.31) |
82.8% | Details | |
| 11/18/2025 | IBM | IBM | Maintain | Reduce (N/A) |
|
Details | ||
| 11/7/2025 | Fortinet | FTNT | Downgrade | Hold (Buy) |
80.54 (151.35) |
87.92% | Details | |
| 10/1/2025 | Autodesk | ADSK | Upgrade | Buy (Hold) |
322.03 (208.58) |
-35.23% | Details | |
| 8/15/2025 | Cisco | CSCO | Downgrade | Hold (Buy) |
69.30 (101.87) |
47% | Details | |
| 8/6/2025 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2025 | Corning | GLW | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2025 | Docusign Inc. | DOCU | Maintain | Hold (N/A) |
|
Details | ||
| 6/4/2025 | Asana | ASAN | Downgrade | Reduce (Hold) |
19.00 (7.37) |
-61.21% | Details | |
| 5/5/2025 | Twilio | TWLO | Upgrade | Hold (Reduce) |
97.88 (218.60) |
123.33% | Details | |
| 4/25/2025 | IBM | IBM | Maintain | Reduce (N/A) |
|
Details | ||
| 4/24/2025 | TE Connectivity | TEL | Upgrade | Buy (Hold) |
133.45 (221.04) |
65.64% | Details | |
| 4/23/2025 | Intuit | INTU | Upgrade | Buy (Hold) |
568.84 (273.38) |
-51.94% | Details | |
| 4/10/2025 | Palo Alto Networks | PANW | Upgrade | Hold (Reduce) |
152.53 (185.07) |
21.33% | Details | |
| 2/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2025 | Corning | GLW | Upgrade | Buy (Hold) |
51.23 (192.38) |
275.52% | Details | |
| 1/23/2025 | TE Connectivity | TEL | Upgrade | Hold (Reduce) |
155.09 (133.45) |
-13.95% | Details | |
| 12/6/2024 | Docusign Inc. | DOCU | Downgrade | Reduce (Hold) |
83.68 (48.76) |
-41.73% | Details | |
| 11/29/2024 | Autodesk | ADSK | Downgrade | Hold (Buy) |
290.64 (208.58) |
-28.23% | Details | |
| 11/27/2024 | HP, Inc. | HPQ | Downgrade | Hold (Buy) |
39.10 (25.55) |
-34.65% | Details | |
| 11/27/2024 | CrowdStrike Holdings | CRWD | Downgrade | Hold (Buy) |
364.30 (411.54) |
12.97% | Details | |
| 11/22/2024 | Palo Alto Networks | PANW | Downgrade | Reduce (Hold) |
392.89 (152.53) |
-61.18% | Details | |
| 11/11/2024 | Fortinet | FTNT | Upgrade | Buy (Hold) |
92.04 (80.54) |
-12.49% | Details | |
| 11/11/2024 | Akamai Technologies | AKAM | Upgrade | Buy (Hold) |
89.37 (129.52) |
44.93% | Details | |
| 10/31/2024 | TE Connectivity | TEL | Downgrade | Reduce (Hold) |
152.64 (198.91) |
30.31% | Details | |
| 10/11/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2024 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 9/16/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Hold (N/A) |
|
Details | ||
| 9/3/2024 | Autodesk | ADSK | Upgrade | Buy (Hold) |
258.23 (208.58) |
-19.23% | Details | |
| 8/30/2024 | CrowdStrike Holdings | CRWD | Upgrade | Buy (Hold) |
271.67 (198.40) |
-26.97% | Details | |
| 8/23/2024 | Snowflake Inc. | SNOW | Upgrade | Hold (Reduce) |
135.06 (175.26) |
29.76% | Details | |
| 8/16/2024 | Cisco | CSCO | Upgrade | Buy (Hold) |
48.53 (118.31) |
143.79% | Details | |
| 8/7/2024 | Fortinet | FTNT | Upgrade | Hold (Reduce) |
55.81 (163.73) |
193.37% | Details | |
| 7/24/2024 | TE Connectivity | TEL | Downgrade | Hold (Buy) |
151.40 (198.91) |
31.38% | Details | |
| 7/24/2024 | Akamai Technologies | AKAM | Upgrade | Hold (Reduce) |
96.06 (129.52) |
34.83% | Details | |
| 7/23/2024 | CrowdStrike Holdings | CRWD | Downgrade | Hold (Buy) |
304.96 (271.67) |
-10.92% | Details | |
| 6/3/2024 | Asana | ASAN | Upgrade | Hold (Reduce) |
13.05 (7.37) |
-43.52% | Details | |
| 5/7/2024 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 3/15/2024 | Adobe | ADBE | Maintain | Hold (N/A) |
|
Details | ||
| 3/13/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Downgrade | Reduce (Hold) |
230.00 (267.49) |
16.3% | Details | |
| 2/22/2024 | Palo Alto Networks | PANW | Maintain | Hold (N/A) |
|
Details | ||
| 2/15/2024 | Snowflake Inc. | SNOW | Downgrade | Hold (Buy) |
236.00 (267.49) |
13.34% | Details | |
| 2/15/2024 | Akamai Technologies | AKAM | Downgrade | Reduce (Hold) |
125.05 (129.52) |
3.57% | Details | |
| 2/14/2024 | Palantir Technologies Inc. | PLTR | Downgrade | Hold (Buy) |
25.05 (147.76) |
489.86% | Details | |
| 2/14/2024 | HP, Inc. | HPQ | Upgrade | Buy (Hold) |
28.69 (39.10) |
36.28% | Details | |
| 2/14/2024 | Twilio | TWLO | Downgrade | Reduce (Hold) |
71.18 (97.88) |
37.51% | Details | |
| 2/13/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Downgrade | Reduce (Hold) |
66.09 (163.73) |
147.74% | Details | |
| 12/6/2023 | Asana | ASAN | Downgrade | Reduce (Hold) |
22.81 (7.37) |
-67.69% | Details | |
| 11/6/2023 | Fortinet | FTNT | Downgrade | Hold (Buy) |
57.59 (163.73) |
184.3% | Details | |
| 11/3/2023 | Palantir Technologies Inc. | PLTR | Upgrade | Buy (Hold) |
17.97 (129.04) |
618.09% | Details | |
| 10/25/2023 | Microsoft | MSFT | Upgrade | Buy (Hold) |
330.53 (384.36) |
16.29% | Details | |
| 9/29/2023 | Synopsys | SNPS | New Coverage | Buy (N/A) |
446.71 (443.37) |
-0.75% | Details | |
| 9/29/2023 | Palo Alto Networks | PANW | New Coverage | Hold (N/A) |
231.90 (392.89) |
69.42% | Details | |
| 9/29/2023 | Intuit | INTU | New Coverage | Hold (N/A) |
508.24 (273.38) |
-46.21% | Details | |
| 9/29/2023 | Fortinet | FTNT | New Coverage | Buy (N/A) |
58.14 (163.73) |
181.61% | Details | |
| 9/29/2023 | Fair Isaac | FICO | New Coverage | Reduce (N/A) |
885.61 (1279.41) |
44.47% | Details | |
| 9/29/2023 | Autodesk | ADSK | New Coverage | Hold (N/A) |
202.28 (258.23) |
27.66% | Details | |
| 9/29/2023 | Ascena Retail Group | ASNA | New Coverage | Hold (N/A) |
0.61 (0.61) |
0% | Details | |
| 9/29/2023 | Akamai Technologies | AKAM | New Coverage | Hold (N/A) |
106.96 (129.52) |
21.09% | Details | |
| 9/29/2023 | Adobe | ADBE | New Coverage | Hold (N/A) |
502.60 (205.02) |
-59.21% | Details | |
| 9/27/2023 | Docusign Inc. | DOCU | Upgrade | Hold (Reduce) |
41.50 (48.76) |
17.49% | Details | |
| 9/15/2023 | Zoom Video | ZM | New Coverage | Buy (N/A) |
69.84 (89.88) |
28.69% | Details | |
| 9/15/2023 | Twilio | TWLO | New Coverage | Hold (N/A) |
64.58 (218.60) |
238.49% | Details | |
| 9/15/2023 | Snowflake Inc. | SNOW | New Coverage | Buy (N/A) |
165.34 (267.49) |
61.78% | Details | |
| 9/15/2023 | ServiceNow | NOW | New Coverage | Buy (N/A) |
591.38 (108.84) |
-81.6% | Details | |
| 9/15/2023 | salesforce.com | CRM | New Coverage | Buy (N/A) |
218.80 (162.50) |
-25.73% | Details | |
| 9/15/2023 | Palantir Technologies Inc. | PLTR | New Coverage | Hold (N/A) |
15.60 (129.04) |
727.18% | Details | |
| 9/15/2023 | Oracle | ORCL | New Coverage | Buy (N/A) |
111.84 (144.22) |
28.95% | Details | |
| 9/15/2023 | Microsoft | MSFT | New Coverage | Hold (N/A) |
336.06 (384.36) |
14.37% | Details | |
| 9/15/2023 | Docusign Inc. | DOCU | New Coverage | Reduce (N/A) |
45.48 (48.76) |
7.21% | Details | |
| 9/15/2023 | CrowdStrike Holdings | CRWD | New Coverage | Buy (N/A) |
168.47 (198.40) |
17.77% | Details |

