Analyst
Profile

Mike Genovese

Senior Research Analyst

Sector Coverage:

Comm and Cloud Infrastructure

Mike Genovese began his career as a market intelligence analyst at Ciena, a leading Optical networking vendor. He has covered Comm Equipment stocks for twenty years as a sell-side and buy-side analyst. Mike joined Rosenblatt Securities in 2022,  where he follows the Comm and Cloud Infrastructure sectors. Mike is known and respected for his deep industry knowledge, accurate channel checks, and high-conviction stock calls. Mike previously worked in equity research and investment management at MKM Partners, Citigroup, and Alliance Bernstein. He received an M.A. from The Fletcher School at Tufts University and a B.A. with High Honors from Swarthmore College.


Companies Covered:

AAOI
Applied Optoelectronics, Inc.
ADTN
ADTRAN, Inc.
ANET
Arista Networks, Inc.
CALX
Calix Inc.
CIEN
Ciena Corporation
COHR
Coherent Corp.
CSCO
Cisco Systems, Inc.
EXTR
Extreme Networks, Inc.
FN
Fabrinet
INFN
Infinera Corporation
JNPR
Juniper Networks, Inc.
LITE
Lumentum Holdings, Inc.
RBBN
Ribbon Communications, Inc.
VIAV
Viavi Solutions Inc.
Mike Genovese, Senior Research Analyst at Rosenblatt Securities

In the Press