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For Retail Investors and Professional Trades Alike.Credit Suisse Analyst
Sami Badri is an analyst at Credit Suisse. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 12/15/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 05/31/2023 | MSFT | Buy Now | Microsoft | $473.88 | -11.37% | $350 → $420 | Maintains | Outperform | Get Alert | |
| 05/24/2023 | PANW | Buy Now | Palo Alto Networks | $187.19 | 38.9% | $235 → $260 | Maintains | Outperform | Get Alert | |
| 05/18/2023 | CSCO | Buy Now | Cisco Systems | $78.52 | -17.22% | $69 → $65 | Maintains | Outperform | Get Alert | |
| 05/10/2023 | PLTR | Buy Now | Palantir Technologies | $184.31 | -94.03% | → $11 | Reiterates | → Neutral | Get Alert | |
| 05/10/2023 | AXON | Buy Now | Axon Enterprise | $549.76 | -43.79% | $300 → $309 | Maintains | Outperform | Get Alert | |
| 05/05/2023 | MSI | Buy Now | Motorola Solns | $363.59 | -24.37% | $270 → $275 | Maintains | Neutral | Get Alert | |
| 05/04/2023 | EQIX | Buy Now | Equinix | $753.53 | 1.92% | $753 → $768 | Maintains | Neutral | Get Alert | |
| 05/02/2023 | CHKP | Buy Now | Check Point Software | $188.02 | -44.15% | $115 → $105 | Maintains | Underperform | Get Alert | |
| 05/02/2023 | ANET | Buy Now | Arista Networks | $127.44 | 18.49% | $146 → $151 | Maintains | Neutral | Get Alert | |
| 05/01/2023 | DLR | Buy Now | Digital Realty Trust | $152.21 | -46.78% | $80 → $81 | Maintains | Underperform | Get Alert | |
| 05/01/2023 | NET | Buy Now | Cloudflare | $197.04 | -61.94% | $95 → $75 | Maintains | Outperform | Get Alert | |
| 05/01/2023 | TYL | Buy Now | Tyler Technologies | $449.00 | -16.26% | $370 → $376 | Maintains | Neutral | Get Alert | |
| 04/26/2023 | JNPR | Buy Now | Juniper Networks | — | — | → $29 | Reiterates | → Underperform | Get Alert | |
| 04/26/2023 | MSFT | Buy Now | Microsoft | $473.88 | -26.14% | $285 → $350 | Maintains | Outperform | Get Alert | |
| 04/20/2023 | FFIV | Buy Now | F5 | $258.65 | -40.07% | $166 → $155 | Maintains | Neutral | Get Alert | |
| 04/11/2023 | AXON | Buy Now | Axon Enterprise | $549.76 | -45.43% | $237 → $300 | Maintains | Outperform | Get Alert | |
| 03/17/2023 | ADBE | Buy Now | Adobe | $354.69 | -1.32% | $325 → $350 | Maintains | Neutral | Get Alert | |
| 03/17/2023 | PATH | Buy Now | UiPath | $16.52 | 66.52% | → $27.5 | Maintains | Outperform | Get Alert | |
| 03/17/2023 | CYXT | Buy Now | Cyxtera Technologies | — | — | $5 → $4 | Maintains | Outperform | Get Alert | |
| 03/15/2023 | ORCL | Buy Now | Oracle | $186.49 | -38.33% | → $115 | Reiterates | → Outperform | Get Alert | |
| 03/15/2023 | ZS | Buy Now | Zscaler | $230.05 | -28.28% | $275 → $165 | Maintains | Outperform | Get Alert | |
| 03/01/2023 | WDAY | Buy Now | Workday | $217.40 | -10.31% | → $195 | Reiterates | → Neutral | Get Alert | |
| 03/01/2023 | AXON | Buy Now | Axon Enterprise | $549.76 | -56.89% | $200 → $237 | Maintains | Outperform | Get Alert | |
| 02/27/2023 | ADSK | Buy Now | Autodesk | $295.16 | -15.3% | $325 → $250 | Maintains | Outperform | Get Alert | |
| 02/23/2023 | PANW | Buy Now | Palo Alto Networks | $187.19 | 25.54% | $225 → $235 | Maintains | Outperform | Get Alert | |
| 02/21/2023 | TYL | Buy Now | Tyler Technologies | $449.00 | -17.59% | $375 → $370 | Maintains | Neutral | Get Alert | |
| 02/17/2023 | DLR | Buy Now | Digital Realty Trust | $152.21 | -47.44% | $81 → $80 | Maintains | Underperform | Get Alert | |
| 02/16/2023 | CSCO | Buy Now | Cisco Systems | $78.52 | -12.12% | $67 → $69 | Maintains | Outperform | Get Alert | |
| 02/16/2023 | EQIX | Buy Now | Equinix | $753.53 | -0.07% | $672 → $753 | Maintains | Neutral | Get Alert | |
| 02/15/2023 | CHKP | Buy Now | Check Point Software | $188.02 | -38.84% | → $115 | Reiterates | → Underperform | Get Alert | |
| 02/15/2023 | PLTR | Buy Now | Palantir Technologies | $184.31 | -94.03% | → $11 | Reiterates | → Neutral | Get Alert | |
| 02/14/2023 | ANET | Buy Now | Arista Networks | $127.44 | 14.56% | $140 → $146 | Maintains | Neutral | Get Alert | |
| 02/13/2023 | NET | Buy Now | Cloudflare | $197.04 | -51.79% | → $95 | Reiterates | → Outperform | Get Alert | |
| 02/07/2023 | CYXT | Buy Now | Cyxtera Technologies | — | — | $6 → $5 | Maintains | Outperform | Get Alert | |
| 01/31/2023 | TYL | Buy Now | Tyler Technologies | $449.00 | -16.48% | $408 → $375 | Maintains | Neutral | Get Alert | |
| 01/27/2023 | NOW | Buy Now | ServiceNow | $780.77 | -26.36% | $600 → $575 | Maintains | Outperform | Get Alert | |
| 01/26/2023 | MSFT | Buy Now | Microsoft | $473.88 | -39.86% | $365 → $285 | Maintains | Outperform | Get Alert | |
| 01/25/2023 | FFIV | Buy Now | F5 | $258.65 | -35.82% | $173 → $166 | Maintains | Neutral | Get Alert | |
| 01/11/2023 | MSI | Buy Now | Motorola Solns | $363.59 | -25.74% | $300 → $270 | Downgrade | Outperform → Neutral | Get Alert | |
| 01/10/2023 | AXON | Buy Now | Axon Enterprise | $549.76 | -63.62% | $152 → $200 | Maintains | Outperform | Get Alert | |
| 01/04/2023 | DLR | Buy Now | Digital Realty Trust | $152.21 | -46.78% | $91 → $81 | Downgrade | Neutral → Underperform | Get Alert | |
| 11/17/2022 | CSCO | Buy Now | Cisco Systems | $78.52 | -14.67% | $65 → $67 | Maintains | Outperform | Get Alert | |
| 11/10/2022 | RADI | Buy Now | Radius Global Infr | — | — | $21 → $18 | Maintains | Outperform | Get Alert | |
| 11/09/2022 | AXON | Buy Now | Axon Enterprise | $549.76 | -72.35% | $142 → $152 | Maintains | Outperform | Get Alert | |
| 11/08/2022 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 150.25% | $56 → $57 | Maintains | Neutral | Get Alert | |
| 11/07/2022 | ANET | Buy Now | Arista Networks | $127.44 | 9.86% | $119 → $140 | Maintains | Neutral | Get Alert | |
| 11/07/2022 | MSI | Buy Now | Motorola Solns | $363.59 | -17.49% | $301 → $300 | Maintains | Market Outperform | Get Alert | |
| 11/03/2022 | EQIX | Buy Now | Equinix | $753.53 | -21.57% | $571 → $591 | Maintains | Neutral | Get Alert | |
| 11/02/2022 | TYL | Buy Now | Tyler Technologies | $449.00 | -9.13% | $403 → $408 | Maintains | Neutral | Get Alert | |
| 11/01/2022 | ANET | Buy Now | Arista Networks | $127.44 | -6.62% | $110 → $119 | Maintains | Neutral | Get Alert | |
| 10/31/2022 | DLR | Buy Now | Digital Realty Trust | $152.21 | -40.21% | $98 → $91 | Maintains | Neutral | Get Alert | |
| 10/26/2022 | JNPR | Buy Now | Juniper Networks | — | — | $27 → $29 | Maintains | Underperform | Get Alert | |
| 10/26/2022 | FFIV | Buy Now | F5 | $258.65 | -33.11% | $169 → $173 | Maintains | Neutral | Get Alert | |
| 10/25/2022 | ANET | Buy Now | Arista Networks | $127.44 | -13.68% | $185 → $110 | Downgrade | Outperform → Neutral | Get Alert | |
| 10/21/2022 | CCI | Buy Now | Crown Castle | $88.66 | 82.72% | $213 → $162 | Maintains | Outperform | Get Alert | |
| 10/11/2022 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 145.86% | $74 → $56 | Downgrade | Outperform → Neutral | Get Alert | |
| 10/06/2022 | EQIX | Buy Now | Equinix | $753.53 | -24.22% | $716 → $571 | Maintains | Neutral | Get Alert | |
| 10/06/2022 | DLR | Buy Now | Digital Realty Trust | $152.21 | -35.62% | $146 → $98 | Maintains | Neutral | Get Alert | |
| 10/04/2022 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -9.28% | $11 → $17 | Upgrade | Neutral → Outperform | Get Alert | |
| 08/18/2022 | CSCO | Buy Now | Cisco Systems | $78.52 | -17.22% | $60 → $65 | Maintains | Outperform | Get Alert | |
| 08/10/2022 | RADI | Buy Now | Radius Global Infr | — | — | $23 → $21 | Maintains | Outperform | Get Alert | |
| 08/10/2022 | AXON | Buy Now | Axon Enterprise | $549.76 | -74.17% | $134 → $142 | Maintains | Outperform | Get Alert | |
| 08/02/2022 | SBAC | Buy Now | SBA Comms | $191.75 | 112.78% | $405 → $408 | Maintains | Outperform | Get Alert | |
| 08/02/2022 | ANET | Buy Now | Arista Networks | $127.44 | 45.17% | $178 → $185 | Maintains | Outperform | Get Alert | |
| 07/28/2022 | EQIX | Buy Now | Equinix | $753.53 | -4.98% | $718 → $716 | Maintains | Neutral | Get Alert | |
| 07/27/2022 | JNPR | Buy Now | Juniper Networks | — | — | $28 → $27 | Maintains | Underperform | Get Alert | |
| 07/26/2022 | FFIV | Buy Now | F5 | $258.65 | -33.89% | $167 → $171 | Maintains | Neutral | Get Alert | |
| 07/20/2022 | IBM | Buy Now | IBM | $306.41 | -49.09% | $166 → $156 | Maintains | Outperform | Get Alert | |
| 07/14/2022 | FFIV | Buy Now | F5 | $258.65 | -35.43% | $225 → $167 | Downgrade | Outperform → Neutral | Get Alert | |
| 06/22/2022 | MSI | Buy Now | Motorola Solns | $363.59 | -18.86% | $290 → $295 | Maintains | Outperform | Get Alert | |
| 05/19/2022 | CSCO | Buy Now | Cisco Systems | $78.52 | -23.59% | $72 → $60 | Maintains | Outperform | Get Alert | |
| 05/16/2022 | CSCO | Buy Now | Cisco Systems | $78.52 | -8.3% | $73 → $72 | Maintains | Outperform | Get Alert | |
| 05/16/2022 | SWCH | Buy Now | Switch | — | — | — | Downgrade | Outperform → Neutral | Get Alert | |
| 05/13/2022 | MSI | Buy Now | Motorola Solns | $363.59 | -20.24% | $288 → $290 | Maintains | Outperform | Get Alert | |
| 05/10/2022 | AXON | Buy Now | Axon Enterprise | $549.76 | -69.26% | → $169 | Initiates | → Outperform | Get Alert | |
| 05/10/2022 | TYL | Buy Now | Tyler Technologies | $449.00 | -9.13% | → $408 | Initiates | → Neutral | Get Alert | |
| 05/06/2022 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 233.66% | $80 → $76 | Maintains | Outperform | Get Alert | |
| 05/03/2022 | ANET | Buy Now | Arista Networks | $127.44 | 39.67% | $175 → $178 | Maintains | Outperform | Get Alert | |
| 04/29/2022 | AAPL | Buy Now | Apple | $273.25 | -38.15% | $168 → $169 | Maintains | Neutral | Get Alert | |
| 04/29/2022 | DLR | Buy Now | Digital Realty Trust | $152.21 | -2.77% | $146 → $148 | Maintains | Neutral | Get Alert | |
| 04/28/2022 | EQIX | Buy Now | Equinix | $753.53 | -4.72% | $714 → $718 | Maintains | Neutral | Get Alert | |
| 04/27/2022 | FFIV | Buy Now | F5 | $258.65 | -13.01% | $270 → $225 | Maintains | Outperform | Get Alert | |
| 04/26/2022 | SBAC | Buy Now | SBA Comms | $191.75 | 111.21% | $383 → $405 | Maintains | Outperform | Get Alert | |
| 04/25/2022 | EQIX | Buy Now | Equinix | $753.53 | -5.25% | $673 → $714 | Maintains | Neutral | Get Alert | |
| 04/22/2022 | CCI | Buy Now | Crown Castle | $88.66 | 142.5% | $204 → $215 | Maintains | Outperform | Get Alert | |
| 04/20/2022 | IBM | Buy Now | IBM | $306.41 | -45.82% | $165 → $166 | Maintains | Outperform | Get Alert | |
| 04/07/2022 | SWCH | Buy Now | Switch | — | — | $28 → $35 | Maintains | Outperform | Get Alert | |
| 04/07/2022 | CYXT | Buy Now | Cyxtera Technologies | — | — | → $15 | Initiates | → Outperform | Get Alert | |
| 03/02/2022 | RADI | Buy Now | Radius Global Infr | — | — | $24 → $23 | Maintains | Outperform | Get Alert | |
| 03/01/2022 | AMT | Buy Now | American Tower | $179.03 | 67.57% | $325 → $300 | Maintains | Outperform | Get Alert | |
| 03/01/2022 | SBAC | Buy Now | SBA Comms | $191.75 | 87.74% | $405 → $360 | Maintains | Outperform | Get Alert | |
| 02/25/2022 | SWCH | Buy Now | Switch | — | — | $31 → $28 | Maintains | Outperform | Get Alert | |
| 02/18/2022 | DLR | Buy Now | Digital Realty Trust | $152.21 | -4.08% | $150 → $146 | Maintains | Neutral | Get Alert | |
| 02/18/2022 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -41.3% | $10 → $11 | Maintains | Neutral | Get Alert | |
| 02/17/2022 | EQIX | Buy Now | Equinix | $753.53 | -10.69% | $675 → $673 | Maintains | Neutral | Get Alert | |
| 02/15/2022 | ANET | Buy Now | Arista Networks | $127.44 | 37.32% | $166 → $175 | Maintains | Outperform | Get Alert | |
| 02/10/2022 | MSI | Buy Now | Motorola Solns | $363.59 | -20.79% | $306 → $288 | Maintains | Outperform | Get Alert | |
| 02/03/2022 | MSI | Buy Now | Motorola Solns | $363.59 | -15.84% | $303 → $306 | Maintains | Outperform | Get Alert | |
| 01/31/2022 | AAPL | Buy Now | Apple | $273.25 | -38.52% | $150 → $168 | Maintains | Neutral | Get Alert | |
| 01/26/2022 | FFIV | Buy Now | F5 | $258.65 | 4.39% | $278 → $270 | Maintains | Outperform | Get Alert | |
| 01/24/2022 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 251.22% | $89 → $80 | Maintains | Outperform | Get Alert | |
| 12/15/2021 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -46.64% | $9.2 → $10 | Maintains | Neutral | Get Alert | |
| 11/18/2021 | CSCO | Buy Now | Cisco Systems | $78.52 | -7.03% | $74 → $73 | Maintains | Outperform | Get Alert | |
| 11/16/2021 | SWCH | Buy Now | Switch | — | — | $27 → $31 | Maintains | Outperform | Get Alert | |
| 11/16/2021 | CONE | Buy Now | CyrusOne | — | — | $83 → $90.5 | Maintains | Neutral | Get Alert | |
| 11/16/2021 | COR | Buy Now | CoreSite Realty | $347.87 | -51.13% | $158 → $170 | Downgrade | Outperform → Neutral | Get Alert | |
| 11/12/2021 | RADI | Buy Now | Radius Global Infr | — | — | $21 → $24 | Maintains | Outperform | Get Alert | |
| 11/05/2021 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -50.91% | $12 → $9.2 | Maintains | Neutral | Get Alert | |
| 11/05/2021 | MSI | Buy Now | Motorola Solns | $363.59 | -16.66% | $307 → $303 | Maintains | Outperform | Get Alert | |
| 11/05/2021 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 290.73% | $93 → $89 | Maintains | Outperform | Get Alert | |
| 11/04/2021 | EQIX | Buy Now | Equinix | $753.53 | -2.86% | $731 → $732 | Maintains | Neutral | Get Alert | |
| 11/02/2021 | SBAC | Buy Now | SBA Comms | $191.75 | 101.3% | $384 → $386 | Maintains | Outperform | Get Alert | |
| 11/02/2021 | ANET | Buy Now | Arista Networks | $127.44 | 299.4% | $410 → $509 | Maintains | Outperform | Get Alert | |
| 10/29/2021 | CONE | Buy Now | CyrusOne | — | — | $81 → $83 | Maintains | Neutral | Get Alert | |
| 10/29/2021 | AMT | Buy Now | American Tower | $179.03 | 83.21% | $324 → $328 | Maintains | Outperform | Get Alert | |
| 10/29/2021 | COR | Buy Now | CoreSite Realty | $347.87 | -54.58% | $161 → $158 | Maintains | Outperform | Get Alert | |
| 10/27/2021 | DLR | Buy Now | Digital Realty Trust | $152.21 | 5.77% | $150 → $161 | Maintains | Neutral | Get Alert | |
| 10/27/2021 | FFIV | Buy Now | F5 | $258.65 | 7.48% | $238 → $278 | Maintains | Outperform | Get Alert | |
| 10/19/2021 | CCI | Buy Now | Crown Castle | $88.66 | 119.94% | $192 → $195 | Upgrade | Neutral → Outperform | Get Alert | |
| 10/19/2021 | SBAC | Buy Now | SBA Comms | $191.75 | 100.26% | $325 → $384 | Upgrade | Neutral → Outperform | Get Alert | |
| 10/05/2021 | DLR | Buy Now | Digital Realty Trust | $152.21 | -1.45% | $171 → $150 | Downgrade | Outperform → Neutral | Get Alert | |
| 10/05/2021 | EQIX | Buy Now | Equinix | $753.53 | -2.99% | $942 → $731 | Downgrade | Outperform → Neutral | Get Alert | |
| 10/05/2021 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -35.97% | $23 → $12 | Downgrade | Outperform → Neutral | Get Alert | |
| 09/16/2021 | CSCO | Buy Now | Cisco Systems | $78.52 | -5.76% | $56 → $74 | Upgrade | Neutral → Outperform | Get Alert | |
| 08/24/2021 | PANW | Buy Now | Palo Alto Networks | $187.19 | 147.34% | $425 → $463 | Maintains | Outperform | Get Alert | |
| 08/19/2021 | CSCO | Buy Now | Cisco Systems | $78.52 | -28.68% | $46 → $56 | Maintains | Neutral | Get Alert | |
| 08/12/2021 | RADI | Buy Now | Radius Global Infr | — | — | $19 → $21 | Maintains | Outperform | Get Alert | |
| 08/06/2021 | MSI | Buy Now | Motorola Solns | $363.59 | -15.56% | $301 → $307 | Maintains | Outperform | Get Alert | |
| 08/06/2021 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 22.73% | $24 → $23 | Maintains | Outperform | Get Alert | |
| 08/06/2021 | SWCH | Buy Now | Switch | — | — | $20 → $24 | Maintains | Outperform | Get Alert | |
| 08/03/2021 | ANET | Buy Now | Arista Networks | $127.44 | 221.72% | $362 → $410 | Maintains | Outperform | Get Alert | |
| 08/03/2021 | SBAC | Buy Now | SBA Comms | $191.75 | 69.49% | $312 → $325 | Maintains | Neutral | Get Alert | |
| 07/30/2021 | CONE | Buy Now | CyrusOne | — | — | $79 → $81 | Maintains | Neutral | Get Alert | |
| 07/30/2021 | COR | Buy Now | CoreSite Realty | $347.87 | -53.72% | $157 → $161 | Maintains | Outperform | Get Alert | |
| 07/30/2021 | AMT | Buy Now | American Tower | $179.03 | 80.42% | $314 → $323 | Maintains | Outperform | Get Alert | |
| 07/29/2021 | EQIX | Buy Now | Equinix | $753.53 | 25.01% | $907 → $942 | Maintains | Outperform | Get Alert | |
| 07/27/2021 | FFIV | Buy Now | F5 | $258.65 | -7.98% | $235 → $238 | Maintains | Outperform | Get Alert | |
| 07/23/2021 | CCI | Buy Now | Crown Castle | $88.66 | 116.56% | $193 → $192 | Maintains | Neutral | Get Alert | |
| 06/24/2021 | EQIX | Buy Now | Equinix | $753.53 | 20.37% | $932 → $907 | Maintains | Outperform | Get Alert | |
| 06/17/2021 | CONE | Buy Now | CyrusOne | — | — | $82 → $79 | Maintains | Neutral | Get Alert | |
| 06/10/2021 | FFIV | Buy Now | F5 | $258.65 | -9.14% | → $235 | Upgrade | Neutral → Outperform | Get Alert | |
| 06/02/2021 | MSI | Buy Now | Motorola Solns | $363.59 | -17.21% | $204 → $301 | Maintains | Outperform | Get Alert | |
| 05/26/2021 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 28.07% | $23 → $24 | Maintains | Outperform | Get Alert | |
| 05/11/2021 | SWCH | Buy Now | Switch | — | — | $19 → $20 | Maintains | Outperform | Get Alert | |
| 05/05/2021 | ANET | Buy Now | Arista Networks | $127.44 | 184.06% | $359 → $362 | Maintains | Outperform | Get Alert | |
| 05/04/2021 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 308.3% | $70 → $93 | Upgrade | Neutral → Outperform | Get Alert | |
| 04/30/2021 | COR | Buy Now | CoreSite Realty | $347.87 | -54.87% | $156 → $157 | Maintains | Outperform | Get Alert | |
| 04/30/2021 | DLR | Buy Now | Digital Realty Trust | $152.21 | 11.03% | $167 → $169 | Maintains | Outperform | Get Alert | |
| 04/30/2021 | AMT | Buy Now | American Tower | $179.03 | 65.9% | $296 → $297 | Maintains | Outperform | Get Alert | |
| 04/29/2021 | EQIX | Buy Now | Equinix | $753.53 | 23.68% | $936 → $932 | Maintains | Outperform | Get Alert | |
| 04/28/2021 | JNPR | Buy Now | Juniper Networks | — | — | $22 → $23 | Maintains | Underperform | Get Alert | |
| 04/28/2021 | FFIV | Buy Now | F5 | $258.65 | -21.52% | $207 → $203 | Maintains | Neutral | Get Alert | |
| 04/27/2021 | SBAC | Buy Now | SBA Comms | $191.75 | 62.71% | $277 → $312 | Maintains | Neutral | Get Alert | |
| 04/22/2021 | EQIX | Buy Now | Equinix | $753.53 | 24.22% | $942 → $936 | Maintains | Outperform | Get Alert | |
| 04/08/2021 | FFIV | Buy Now | F5 | $258.65 | -19.97% | → $207 | Downgrade | Outperform → Neutral | Get Alert | |
| 04/01/2021 | UI | Buy Now | Ubiquiti | $551.65 | -77.16% | $157 → $126 | Maintains | Underperform | Get Alert | |
| 02/26/2021 | AMT | Buy Now | American Tower | $179.03 | 65.34% | $307 → $296 | Maintains | Outperform | Get Alert | |
| 02/23/2021 | SBAC | Buy Now | SBA Comms | $191.75 | 44.46% | $291 → $277 | Maintains | Neutral | Get Alert | |
| 02/19/2021 | ANET | Buy Now | Arista Networks | $127.44 | 181.7% | $351 → $359 | Maintains | Outperform | Get Alert | |
| 02/11/2021 | EQIX | Buy Now | Equinix | $753.53 | 25.01% | $915 → $942 | Maintains | Outperform | Get Alert | |
| 02/10/2021 | CSCO | Buy Now | Cisco Systems | $78.52 | -41.42% | $41 → $46 | Maintains | Neutral | Get Alert | |
| 02/05/2021 | COR | Buy Now | CoreSite Realty | $347.87 | -55.16% | $161 → $156 | Maintains | Outperform | Get Alert | |
| 02/05/2021 | MSI | Buy Now | Motorola Solns | $363.59 | -45.54% | $202 → $198 | Maintains | Outperform | Get Alert | |
| 02/03/2021 | SBAC | Buy Now | SBA Comms | $191.75 | 51.76% | → $291 | Downgrade | Outperform → Neutral | Get Alert | |
| 01/29/2021 | CCI | Buy Now | Crown Castle | $88.66 | 74.82% | $158 → $155 | Maintains | Neutral | Get Alert | |
| 01/08/2021 | FFIV | Buy Now | F5 | $258.65 | -19.97% | $205 → $207 | Maintains | Outperform | Get Alert | |
| 01/06/2021 | COR | Buy Now | CoreSite Realty | $347.87 | -53.72% | → $161 | Upgrade | Neutral → Outperform | Get Alert | |
| 01/06/2021 | ANET | Buy Now | Arista Networks | $127.44 | 175.42% | → $351 | Upgrade | Neutral → Outperform | Get Alert | |
| 12/22/2020 | RADI | Buy Now | Radius Global Infr | — | — | → $19 | Initiates | → Outperform | Get Alert | |
| 11/19/2020 | FFIV | Buy Now | F5 | $258.65 | -20.74% | $185 → $205 | Maintains | Outperform | Get Alert | |
| 11/13/2020 | CSCO | Buy Now | Cisco Systems | $78.52 | -47.78% | $36 → $41 | Maintains | Neutral | Get Alert | |
| 11/04/2020 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 1.39% | $18 → $19 | Maintains | Outperform | Get Alert | |
| 11/03/2020 | SBAC | Buy Now | SBA Comms | $191.75 | 86.18% | $361 → $357 | Maintains | Outperform | Get Alert | |
| 11/03/2020 | CONE | Buy Now | CyrusOne | — | — | $92 → $87 | Maintains | Neutral | Get Alert | |
| 11/03/2020 | AMT | Buy Now | American Tower | $179.03 | 68.13% | $300 → $301 | Maintains | Outperform | Get Alert | |
| 11/03/2020 | ANET | Buy Now | Arista Networks | $127.44 | 44.38% | $148 → $184 | Maintains | Neutral | Get Alert | |
| 10/30/2020 | DLR | Buy Now | Digital Realty Trust | $152.21 | 17.6% | $173 → $179 | Maintains | Outperform | Get Alert | |
| 10/30/2020 | COR | Buy Now | CoreSite Realty | $347.87 | -59.18% | $141 → $142 | Maintains | Neutral | Get Alert | |
| 10/30/2020 | MSI | Buy Now | Motorola Solns | $363.59 | -50.22% | $163 → $181 | Maintains | Outperform | Get Alert | |
| 10/27/2020 | FFIV | Buy Now | F5 | $258.65 | -28.47% | $184 → $185 | Maintains | Outperform | Get Alert | |
| 10/23/2020 | CCI | Buy Now | Crown Castle | $88.66 | 64.67% | $148 → $146 | Maintains | Neutral | Get Alert | |
| 10/22/2020 | FFIV | Buy Now | F5 | $258.65 | -28.86% | $183 → $184 | Maintains | Outperform | Get Alert | |
| 10/19/2020 | CSCO | Buy Now | Cisco Systems | $78.52 | -54.15% | $45 → $36 | Maintains | Neutral | Get Alert | |
| 10/16/2020 | SWCH | Buy Now | Switch | — | — | $23 → $21 | Maintains | Outperform | Get Alert | |
| 10/16/2020 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 207.32% | $93 → $70 | Downgrade | Outperform → Neutral | Get Alert | |
| 08/13/2020 | CSCO | Buy Now | Cisco Systems | $78.52 | -42.69% | $41 → $45 | Maintains | Neutral | Get Alert | |
| 08/07/2020 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 308.3% | $99 → $93 | Maintains | Outperform | Get Alert | |
| 08/07/2020 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -3.95% | $17 → $18 | Maintains | Outperform | Get Alert | |
| 08/04/2020 | CONE | Buy Now | CyrusOne | — | — | $78 → $92 | Maintains | Neutral | Get Alert | |
| 07/31/2020 | DLR | Buy Now | Digital Realty Trust | $152.21 | 13.66% | $164 → $173 | Maintains | Outperform | Get Alert | |
| 07/29/2020 | JNPR | Buy Now | Juniper Networks | — | — | $17 → $20 | Maintains | Underperform | Get Alert | |
| 07/28/2020 | FFIV | Buy Now | F5 | $258.65 | -29.25% | $170 → $183 | Maintains | Outperform | Get Alert | |
| 07/20/2020 | FFIV | Buy Now | F5 | $258.65 | -34.27% | $151 → $170 | Maintains | Outperform | Get Alert | |
| 06/15/2020 | AMT | Buy Now | American Tower | $179.03 | 67.57% | → $300 | Reiterates | → Outperform | Get Alert | |
| 06/01/2020 | MSI | Buy Now | Motorola Solns | $363.59 | -55.17% | $161 → $163 | Maintains | Outperform | Get Alert | |
| 06/01/2020 | DLR | Buy Now | Digital Realty Trust | $152.21 | 7.75% | → $164 | Reinstates | → Outperform | Get Alert | |
| 05/14/2020 | CSCO | Buy Now | Cisco Systems | $78.52 | -47.78% | $40 → $41 | Maintains | Neutral | Get Alert | |
| 05/11/2020 | UI | Buy Now | Ubiquiti | $551.65 | -76.07% | $127 → $132 | Maintains | Underperform | Get Alert | |
| 05/11/2020 | SWCH | Buy Now | Switch | — | — | $22 → $23 | Maintains | Outperform | Get Alert | |
| 05/11/2020 | EQIX | Buy Now | Equinix | $753.53 | -6.57% | $630 → $704 | Maintains | Outperform | Get Alert | |
| 05/08/2020 | COMM | Buy Now | CommScope Hldg Co | $18.74 | -9.28% | $19 → $17 | Maintains | Outperform | Get Alert | |
| 05/08/2020 | MSI | Buy Now | Motorola Solns | $363.59 | -55.72% | $196 → $161 | Maintains | Outperform | Get Alert | |
| 05/06/2020 | SBAC | Buy Now | SBA Comms | $191.75 | 88.27% | $365 → $361 | Maintains | Outperform | Get Alert | |
| 05/06/2020 | ANET | Buy Now | Arista Networks | $127.44 | 15.35% | $150 → $147 | Maintains | Neutral | Get Alert | |
| 05/06/2020 | CONE | Buy Now | CyrusOne | — | — | $68 → $78 | Maintains | Neutral | Get Alert | |
| 05/05/2020 | QTS | Buy Now | QTS Realty Trust | — | — | $64 → $68 | Maintains | Neutral | Get Alert | |
| 05/01/2020 | COR | Buy Now | CoreSite Realty | $347.87 | -64.35% | $100 → $124 | Maintains | Neutral | Get Alert | |
| 05/01/2020 | CCI | Buy Now | Crown Castle | $88.66 | 66.93% | $149 → $148 | Maintains | Neutral | Get Alert | |
| 04/30/2020 | AMT | Buy Now | American Tower | $179.03 | 67.57% | $308 → $300 | Maintains | Outperform | Get Alert | |
| 04/29/2020 | JNPR | Buy Now | Juniper Networks | — | — | $18 → $17 | Maintains | Underperform | Get Alert | |
| 04/28/2020 | FFIV | Buy Now | F5 | $258.65 | -41.62% | $156 → $151 | Maintains | Outperform | Get Alert | |
| 04/28/2020 | AMT | Buy Now | American Tower | $179.03 | 72.04% | → $308 | Initiates | → Outperform | Get Alert | |
| 04/28/2020 | CCI | Buy Now | Crown Castle | $88.66 | 68.06% | → $149 | Initiates | → Neutral | Get Alert | |
| 04/28/2020 | SBAC | Buy Now | SBA Comms | $191.75 | 90.35% | $365 → $365 | Initiates | → Outperform | Get Alert | |
| 04/14/2020 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 334.64% | $86 → $99 | Maintains | Outperform | Get Alert | |
| 04/09/2020 | CSCO | Buy Now | Cisco Systems | $78.52 | -49.06% | $45 → $40 | Maintains | Neutral | Get Alert | |
| 04/09/2020 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 1.39% | $21 → $19 | Maintains | Outperform | Get Alert | |
| 04/09/2020 | FFIV | Buy Now | F5 | $258.65 | -39.69% | $160 → $156 | Maintains | Outperform | Get Alert | |
| 04/09/2020 | JNPR | Buy Now | Juniper Networks | — | — | $19 → $18 | Maintains | Underperform | Get Alert | |
| 03/26/2020 | UI | Buy Now | Ubiquiti | $551.65 | -76.98% | $130 → $127 | Maintains | Underperform | Get Alert | |
| 02/25/2020 | QTS | Buy Now | QTS Realty Trust | — | — | $52 → $64 | Maintains | Neutral | Get Alert | |
| 02/13/2020 | CSCO | Buy Now | Cisco Systems | $78.52 | -42.69% | $46 → $45 | Maintains | Neutral | Get Alert | |
| 02/13/2020 | EQIX | Buy Now | Equinix | $753.53 | -16.39% | $634 → $630 | Maintains | Outperform | Get Alert | |
| 02/12/2020 | SWCH | Buy Now | Switch | — | — | $19 → $21 | Maintains | Outperform | Get Alert | |
| 01/28/2020 | FFIV | Buy Now | F5 | $258.65 | -38.14% | $163 → $160 | Maintains | Outperform | Get Alert | |
| 01/15/2020 | UI | Buy Now | Ubiquiti | $551.65 | — | — | Downgrade | Neutral → Underperform | Get Alert | |
| 12/20/2019 | FFIV | Buy Now | F5 | $258.65 | -36.98% | $192 → $163 | Maintains | Outperform | Get Alert | |
| 12/04/2019 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 12.06% | $23 → $21 | Maintains | Outperform | Get Alert | |
| 11/11/2019 | MSI | Buy Now | Motorola Solns | $363.59 | -51.32% | $179 → $177 | Maintains | Outperform | Get Alert | |
| 11/11/2019 | SWCH | Buy Now | Switch | — | — | $18 → $19 | Maintains | Outperform | Get Alert | |
| 11/06/2019 | QTS | Buy Now | QTS Realty Trust | — | — | $46 → $51 | Maintains | Neutral | Get Alert | |
| 11/05/2019 | CSCO | Buy Now | Cisco Systems | $78.52 | -37.6% | $50 → $49 | Maintains | Neutral | Get Alert | |
| 08/15/2019 | CSCO | Buy Now | Cisco Systems | $78.52 | -36.32% | $52 → $50 | Maintains | Neutral | Get Alert | |
| 08/09/2019 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 22.73% | $27 → $23 | Maintains | Outperform | Get Alert | |
| 07/31/2019 | QTS | Buy Now | QTS Realty Trust | — | — | $44 → $46 | Maintains | Neutral | Get Alert | |
| 07/26/2019 | COR | Buy Now | CoreSite Realty | $347.87 | -70.39% | $111 → $103 | Maintains | Neutral | Get Alert | |
| 07/25/2019 | FFIV | Buy Now | F5 | $258.65 | -26.16% | $188 → $191 | Maintains | Outperform | Get Alert | |
| 07/23/2019 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 44.08% | $30 → $27 | Maintains | Outperform | Get Alert | |
| 07/18/2019 | FFIV | Buy Now | F5 | $258.65 | -27.31% | $211 → $188 | Maintains | Outperform | Get Alert | |
| 07/11/2019 | EQIX | Buy Now | Equinix | $753.53 | -26.21% | $506 → $556 | Maintains | Outperform | Get Alert | |
| 05/31/2019 | CCOI | Buy Now | Cogent Comms Hldgs | $22.78 | 198.54% | → $68 | Initiates | → Outperform | Get Alert | |
| 05/16/2019 | CSCO | Buy Now | Cisco Systems | $78.52 | -33.77% | $47 → $52 | Maintains | Neutral | Get Alert | |
| 04/02/2019 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 81.43% | $20 → $34 | Upgrade | Neutral → Outperform | Get Alert | |
| 02/25/2019 | CONE | Buy Now | CyrusOne | — | — | $68 → $52 | Downgrade | Outperform → Neutral | Get Alert | |
| 02/14/2019 | CSCO | Buy Now | Cisco Systems | $78.52 | -40.14% | $44 → $47 | Reiterates | Neutral → Neutral | Get Alert | |
| 02/14/2019 | EQIX | Buy Now | Equinix | $753.53 | -37.1% | $467 → $474 | Maintains | Outperform | Get Alert | |
| 02/11/2019 | UBNT | Buy Now | Ubiquiti Networks | — | — | $86 → $103 | Maintains | Neutral | Get Alert | |
| 02/11/2019 | MSI | Buy Now | Motorola Solns | $363.59 | -59.29% | $134 → $148 | Maintains | Outperform | Get Alert | |
| 01/08/2019 | MSI | Buy Now | Motorola Solns | $363.59 | -63.15% | $137 → $134 | Maintains | Outperform | Get Alert | |
| 11/15/2018 | CSCO | Buy Now | Cisco Systems | $78.52 | -43.96% | $43 → $44 | Maintains | Neutral | Get Alert | |
| 11/12/2018 | UBNT | Buy Now | Ubiquiti Networks | — | — | $79 → $86 | Maintains | Neutral | Get Alert | |
| 10/25/2018 | FFIV | Buy Now | F5 | $258.65 | -15.72% | $216 → $218 | Maintains | Outperform | Get Alert | |
| 10/04/2018 | ANET | Buy Now | Arista Networks | $127.44 | 144.04% | $305 → $311 | Maintains | Outperform | Get Alert | |
| 09/05/2018 | FFIV | Buy Now | F5 | $258.65 | -16.49% | $188 → $216 | Maintains | Outperform | Get Alert | |
| 08/27/2018 | UBNT | Buy Now | Ubiquiti Networks | — | — | $73 → $79 | Maintains | Neutral | Get Alert | |
| 08/20/2018 | MSI | Buy Now | Motorola Solns | $363.59 | -62.32% | $129 → $137 | Maintains | Outperform | Get Alert | |
| 08/16/2018 | CSCO | Buy Now | Cisco Systems | $78.52 | -45.24% | $41 → $43 | Maintains | Neutral | Get Alert | |
| 08/09/2018 | EQIX | Buy Now | Equinix | $753.53 | -30.99% | $525 → $520 | Maintains | Outperform | Get Alert | |
| 08/08/2018 | DLR | Buy Now | Digital Realty Trust | $152.21 | -14.59% | $101 → $130 | Maintains | Neutral | Get Alert | |
| 08/08/2018 | QTS | Buy Now | QTS Realty Trust | — | — | $30 → $42 | Upgrade | Underperform → Neutral | Get Alert | |
| 05/10/2018 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 65.42% | → $31 | Initiates | → Neutral | Get Alert | |
| 05/10/2018 | MSI | Buy Now | Motorola Solns | $363.59 | -64.52% | → $129 | Initiates | → Outperform | Get Alert | |
| 05/10/2018 | FFIV | Buy Now | F5 | $258.65 | -27.31% | → $188 | Initiates | → Outperform | Get Alert | |
| 04/27/2018 | DLR | Buy Now | Digital Realty Trust | $152.21 | -33.64% | $95 → $101 | Maintains | Neutral | Get Alert | |
| 04/27/2018 | EQIX | Buy Now | Equinix | $753.53 | -30.33% | $519 → $525 | Maintains | Outperform | Get Alert | |
| 04/27/2018 | COR | Buy Now | CoreSite Realty | $347.87 | -67.8% | $107 → $112 | Maintains | Neutral | Get Alert | |
| 04/26/2018 | QTS | Buy Now | QTS Realty Trust | — | — | $31 → $30 | Maintains | Underperform | Get Alert | |
| 02/15/2018 | EQIX | Buy Now | Equinix | $753.53 | -31.12% | $524 → $519 | Maintains | Outperform | Get Alert | |
| 02/09/2018 | COR | Buy Now | CoreSite Realty | $347.87 | -69.24% | $111 → $107 | Maintains | Neutral | Get Alert | |
| 01/17/2018 | DLR | Buy Now | Digital Realty Trust | $152.21 | -37.59% | → $95 | Initiates | → Neutral | Get Alert | |
| 01/17/2018 | QTS | Buy Now | QTS Realty Trust | — | — | — | Downgrade | Neutral → Underperform | Get Alert | |
| 11/02/2017 | EQIX | Buy Now | Equinix | $753.53 | -31.66% | $510 → $515 | Maintains | Outperform | Get Alert | |
| 10/27/2017 | COR | Buy Now | CoreSite Realty | $347.87 | -68.09% | $105 → $111 | Maintains | Neutral | Get Alert | |
| 10/26/2017 | QTS | Buy Now | QTS Realty Trust | — | — | $54 → $55 | Maintains | Neutral | Get Alert | |
| 06/30/2017 | COR | Buy Now | CoreSite Realty | $347.87 | -70.39% | → $103 | Initiates | → Neutral | Get Alert | |
| 06/30/2017 | QTS | Buy Now | QTS Realty Trust | — | — | → $54 | Initiates | → Neutral | Get Alert | |
| 06/30/2017 | CONE | Buy Now | CyrusOne | — | — | → $73 | Initiates | → Outperform | Get Alert | |
| 07/21/2016 | FFIV | Buy Now | F5 | $258.65 | -51.67% | → $125 | Downgrade | Outperform → Neutral | Get Alert | |
| 01/29/2015 | COMM | Buy Now | CommScope Hldg Co | $18.74 | 76.09% | $30 → $33 | Maintains | Outperform | Get Alert | |
| 10/14/2014 | FFIV | Buy Now | F5 | $258.65 | -45.87% | → $140 | Initiates | → Outperform | Get Alert | |
| 08/06/2014 | MSI | Buy Now | Motorola Solns | $363.59 | -82.12% | $70 → $65 | Maintains | Outperform | Get Alert | |
| 06/13/2014 | AMT | Buy Now | American Tower | $179.03 | -43.58% | → $101 | Initiates | → Outperform | Get Alert | |
| 06/13/2014 | CCI | Buy Now | Crown Castle | $88.66 | -5.26% | → $84 | Initiates | → Neutral | Get Alert | |
| 06/13/2014 | SBAC | Buy Now | SBA Comms | $191.75 | -42.63% | → $110 | Initiates | → Neutral | Get Alert | |
| 04/09/2014 | CCI | Buy Now | Crown Castle | $88.66 | -43.6% | → $50 | Initiates | → Neutral | Get Alert | |
| 10/22/2012 | SBAC | Buy Now | SBA Comms | $191.75 | -63.49% | → $70 | Assumes | → Outperform | Get Alert | |
| 10/22/2012 | CCI | Buy Now | Crown Castle | $88.66 | -28.94% | → $63 | Assumes | → Neutral | Get Alert | |
| 10/22/2012 | AMT | Buy Now | American Tower | $179.03 | -58.11% | → $75 | Assumes | → Neutral | Get Alert | |
| 08/07/2012 | AMT | Buy Now | American Tower | $179.03 | — | — | Downgrade | Outperform → Neutral | Get Alert | |
| 03/16/2012 | CCI | Buy Now | Crown Castle International | $88.66 | -39.09% | → $54 | Initiates | → Neutral | Get Alert | |
| 03/16/2012 | SBAC | Buy Now | SBA Communications | $191.75 | -65.06% | → $67 | Initiates | → Outperform | Get Alert | |
| 03/16/2012 | AMT | Buy Now | American Tower | $179.03 | -58.11% | → $75 | Initiates | → Outperform | Get Alert | |
| 03/02/2012 | MSI | Buy Now | Motorola Solutions | $363.59 | -82.95% | $49 → $62 | Upgrade | Neutral → Outperform | Get Alert |
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