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Global Tech Research

Our team of TMT analysts is led by a former tech PM and director of research with a record of success at both bulge and boutiques.

What sets us apart?

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“These Are the Most Successful Firms on Wall Street Right Now Compared to the S&P 500.”

Rosenblatt’s Global Tech Research Group

Michael Kiernan

Michael Kiernan, CFA – Managing Director, Director of Research

Michael Kiernan is Director of Research and a Managing Director.  Michael has over 30 years of industry experience. He joined Rosenblatt in early 2019 from Wolfe Research, one of just a handful of success stories in the boutique research business of the past decade.  At Wolfe, Kiernan also served as director of research, during a rapid growth stage in research coverage, from a universe of roughly 150 stocks to nearly 400 in less than four years. His proven track record also includes multi-year runs building strong equity research franchises as product manager at Lazard Capital Markets and prior to that Bear Stearns, where the equity research team climbed all the way up to number two in the annual Institutional Investor survey rankings.  Prior to moving to the sell-side, Kiernan spent about 15 years as a portfolio manager, including a decade at UBS Asset Management.  Michael holds an MBA from Fordham University and his BA in Economics from Rutgers University and is a CFA charterholder.

Hans Mosesmann

Hans Mosesmann – Senior Research Analyst

Prior to joining Rosenblatt Securities, Mosesmann was an electrical engineer who spent a decade working at chipmakers Texas Instruments and Advanced Micro Devices before moving to Wall Street in 1996. Mosesmann is known and respected for his coverage of such companies as AMD, Intel, Micron Technologies and Nvidia. Mosesmann spent a decade at Raymond James Financial covering the semiconductor industry. Prior to Raymond James, he worked as an equity analyst for several technology- and growth-company-focused boutiques, including Needham & Co., Volpe Brown Whelan and Soundview Securities, as well as Prudential Securities. Mosesmann holds a Bachelor of Science in Electrical Engineering from the University of Florida and an MBA in Finance from Loyola University of Maryland.

Sector Coverage: Semiconductors
Companies Covered:
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AAOI
Applied Optoelectronics, Inc.
AIP
Arteris, Inc.
AMD
Advanced Micro Devices, Inc.
AVGO
Broadcom Limited
INTC
Intel Corporation
LSCC
Lattice Semiconductor Corp
MCHP
Microchip Technology, Inc.
MPWR
Monolithic Power Systems, Inc.
MRVL
Marvell Technology Group Ltd.
MU
Micron Technology, Inc.
NVDA
NVIDIA Corporation
TXN
Texas Instruments Incorporated
XLNX
Xilinx, Inc.
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Kevin Cassidy

Kevin Cassidy – Senior Research Analyst

Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group.  Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.

Sector Coverage: Semiconductors
Companies Covered:
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AMBA
Ambarella, Inc.
CEVA
CEVA, Inc.
NVTS
Navitas Semiconductor Corp.
ON
ON Semiconductor Corporation
QCOM
QUALCOMM Incorporated
QRVO
Qorvo, Inc.
RMBS
Rambus Inc.
SGH
SMART Global Holdings, Inc.
STX
Seagate Technology Plc
SWKS
Skyworks Solutions, Inc.
SYNA
Synaptics Incorporated
WDC
Western Digital Corporation
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Mike Genovese

Mike Genovese - Senior Research Analyst

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.

Sector Coverage: Comm and Cloud Infrastructure
Companies Covered:
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ADTN
ADTRAN, Inc.
ANET
Arista Networks, Inc.
CALX
Calix Inc.
CIEN
Ciena Corporation
CSCO
Cisco Systems, Inc.
EXTR
Extreme Networks, Inc.
INFN
Infinera Corporation
JNPR
Juniper Networks, Inc.
LITE
Lumentum  Holdings, Inc.
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Blair Abernethy, CFA - Senior Research Analyst and Managing Director

Blair Abernethy, CFA – Senior Research Analyst

Blair Abernethy is a Senior Research Analyst and Managing Director covering the Software Sector. He has 20+ years of Sell-side experience, including roles at Thomas Weisel Partners and Stifel Nicolaus. Similar to many of our analysts, Blair has extensive software industry experience and a deep network of professionals in the field, his expertise includes working with AI/ML startups, as well as corporate banking experience with Scotiabank and GE Capital. He holds an MBA from the University of Toronto, a Bachelor of Science in Electrical Engineering from the University of Michigan and is a CFA charterholder.

Sector Coverage: Software
Companies Covered:
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ADSK
Autodesk, Inc.
ALTR
Altair Engineering, Inc.
ANSS
ANSYS, Inc.
AYX
Alteryx, Inc.
CDNS
Cadence Design Systems, Inc.
DDOG
Datadog, Inc.
DT
Dynatrace Inc.
ESTC
Elastic NV
MANH
Manhattan Associates, Inc.
MSFT
Microsoft Corporation
PDFS
PDF Solutions, Inc.
PTC
PTC Inc.
SNOW
Snowflake Inc.
SNPS
Synopsys, Inc.
SPLK
Splunk Inc.
SUMO
Sumo Logic, Inc.
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Sean Horgan

Barton Crockett – Managing Director, Senior Research Analyst

Crockett joins Rosenblatt Securities after founding DCFstocks, a long-term focused research service that concentrated on TMT. His 20+ year career as a sell-side analyst includes Internet and Media coverage at JP Morgan, Lazard Capital Markets and B. Riley FBR. Previously, Crockett worked for nearly a decade as a journalist at news organizations including MSNBC and the American Banker. Crockett twice topped his sector in The Wall Street Journal’s “Best on the Street” ranking. His frequent media appearances include CNBC, Bloomberg, Barron’s, The Los Angeles Times, The New York Times and The Wall Street Journal. Crockett is a graduate of Northwestern University.

Sector Coverage: Internet Media
Companies Covered:
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AAPL
Apple Inc.
AMZN
Amazon.com, Inc.
BATRK
Liberty Braves
CHTR
Charter Communications, Inc.
CMCSA
Comcast Corp.
DIS
Walt Disney Co
META
Meta Platforms, Inc.
FOXA
Fox Corporation
FUN
Cedar Fair LP
FWONK
Formula One
GOOGL
Alphabet, Inc
LBRDK
Liberty Broadband Corp.
LGF.B
Lions Gate Entertainment Corp.
LSXMK
Liberty Sirius
LYV
Live Nation Entertainment, Inc.
NFLX
Netflix, Inc.
NXST
Nexstar Media Group, Inc.
PARA
Paramount Global
PINS
Pinterest, Inc.
ROKU
Roku, Inc.
SBGI
Sinclair Broadcast Group, Inc.
SEAS
SeaWorld Entertainment, Inc.
SIRI
Sirius XM Holdings, Inc.
SIX
Six Flags Entertainment Corp.
SNAP
Snap, Inc.
SPOT
Spotify Technology SA
TWTR
Twitter, Inc.
WBD
Warner Bros Discovery, Inc.
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Steve Frankel

Steve Frankel – Associate Director of Research, Senior Research Analyst

Steve joined Rosenblatt in May of 2022 from Colliers Securities where for the last 11 years he was an analyst following stocks in the Digital Media sector and served as the firm’s Director of Research. Prior to Colliers, Steve was a Managing Director at Adams, Harkness and Hill/Canaccord for 25 years where he followed the technology sector and served in various management roles including Director of Research. He has been named a Wall Street Journal All-Star and a top stock picker by Stamine. Steve earned both a BA in Economics and an MBA in Finance & Investments from the University of Wisconsin-Madison, where he was a member of the Applied Securities Analysis Program.

Sector Coverage: Digital Media
Companies Covered:
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AVID
Avid Technology Inc
BCOV
Brightcove, Inc.
DLB
Dolby Laboratories, Inc.
HLIT
Harmonic, Inc.
IMAX
IMAX Corp.
LINC
Lincoln Educational Services Corporation
QUOT
Quotient Technology, Inc.
UEIC
Universal Electronics, Inc.
UTI
Universal Technical Institute, Inc.
Andrew Bond

Andrew Bond – Senior Research Analyst

Andrew joined Rosenblatt after six years at RBC Capital Markets where he was most recently the Head of US Market Structure in a team that was ranked first in Greenwich Associates’ annual buy-side survey. In this role Andrew led RBC’s research, strategy and client engagement around market structure and also helped develop and implement RBC’s policies and views with respect to markets and regulatory issues. Prior to taking on this role, Andrew was RBC’s Senior Research Analyst covering exchanges and brokers. Andrew began his career at Wells Fargo Securities where he spent four years as a research analyst covering exchanges, brokers and asset managers.  Andrew received his B.A. in Business from George Washington University and his MBA from Georgetown University.

Sector Coverage: FinTech: Exchanges, Crypto and Brokers
Companies Covered:
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CBOE
Cboe Global Markets, Inc.
CME
CME Group, Inc.
ICE
Intercontinental Exchange, Inc.
MKTX
MarketAxess Holdings, Inc.
NDAQ
Nasdaq, Inc.
TW
Tradeweb Markets, Inc.
Joe Winn

Joe Winn – Research Analyst

Joseph Winn is Vice President of FinTech research at Rosenblatt Securities. Previously he was as an Equity Research Analyst at Centre Asset Management, a long-only asset manager ranked 5-stars by Morningstar. Prior to joining Centre Asset Management in 2018, Joe served as Vice President of Software Equity Research at Wedbush Securities. Joe began his career in 2015 as an Equity Research Associate covering TMT at B. Riley FBR, then later covering Software at Nomura. He received an MBA from Babson College and a B.S. in Finance from Sacred Heart University.

Sector Coverage: FinTech
Evan Morgan

Evan Morgan – Managing Director, Head of Research Sales

Evan Morgan is Head of Research Sales and a Managing Director, bringing 25 years of Institutional Equities experience to the position.  Prior to joining Rosenblatt in 2015, Evan was a Managing Director with Zelman & Associates.  Previously he was Chief Executive Officer of Wedge Partners, an institutional brokerage firm focused on technology and Asia. Morgan founded Wedge Partners' China-based research business in 2008.  Prior to joining Wedge in 2007, Evan held various executive positions including Vice Chairman of FTN Midwest Securities.  Evan was a founding member of Midwest Research in 1996 and served as its Chairman and CEO prior to its acquisition by First Tennessee Bank. Prior to Midwest, he was a Vice President in Institutional Sales with Roulston & Co. from 1994 through 1996. Evan was with Apple Computer, Inc. from 1988 until 1993 in a number of capacities including business planning, dealer channel sales and market development. He began his career with Chase Manhattan Bank in their Management Development Program. Evan has an A.B. in Economics and History from Columbia University and earned his MBA from Case Western Reserve University’s Weatherhead School of Management, where he serves on their Visiting Committee.

International Markets Research

International Markets Research, Trading, and Chaperone Service

Our exclusive partnerships in Emerging and Frontier markets expand our research offering beyond the US. Having curated relationships with an array of leading non-US financial institutions dominant in their local markets, we bring US institutional investors some of the highest-quality equity research and corporate-access opportunities, as well as access to capital-markets transactions, available from these markets. Our best-in-class partners employ more than a hundred analysts in 25 countries, covering more than a thousand stocks. We also run a fully staffed international desk with global trading capabilities which allows us to provide locally-sourced blocks and liquidity.  The color and differentiated insight we are able to provide through our partners on the ground and our focus on this niche gives our clients a demonstrable edge. Our partners are:

AK Investment
Turkey
al rajhi capital
Saudi Arabia
buauang securities
Thailand
china tonghai securities
China
Excellence Nessah Brokrage Services
Israel
John Keels Group
Sri Lanka
JS Global
Pakistan
National Bank of Greece
Greece
Philip Captial
India
PKO Securities
Central & eastern europe
SinoPac Securities
Taiwan
Sterling Capital Limited
Kenya

For more information contact InternationalResearch@rblt.com.