Rosenblatt Equity Research

Global Tech Coverage

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?

The result of this approach is that while others are contracting their efforts, if not shuttering them altogether in the MiFID II environment, we are expanding. We are adding experienced analysts and smart, energetic associates, while others are cutting back. We are rolling out coverage on more names, not less. We are planning lots of corporate access and meetings with industry experts. We are committed to the business of making money for clients with differentiated research and becoming the premier Global Tech research boutique.

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.

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.

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.
AMD
Advanced Micro Devices, Inc.
AVGO
Broadcom Limited
INTC
Intel Corporation
LITE
Lumentum Holdings, Inc.
LSCC
Lattice Semiconductor Corp
MCHP
Microchip Technology, Inc.
MPWR
Monolithic Power Systems, Inc.
MRVL
Marvell Technology Group Ltd.
MU
Micron Technology, Inc.
NPTN
NeoPhotonics Corporation
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.
ON
ON Semiconductor Corporation
QCOM
QUALCOMM Incorporated
QRVO
Qorvo, 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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Kevin Garrigan

Kevin Garrigan - Research Analyst

Kevin joined the Rosenblatt Semiconductor team in 2018, where he focused on Optical Components. Kevin began his career on the buyside at George McKelvey company as a general analyst, covering various stocks. Kevin graduated from James Madison University where he received his Bachelor of Science in Economics and Psychology.

Sector Coverage: Semiconductors
Companies Covered:
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AAOI
Applied Optoelectronics, Inc.
LITE
Lumentum Holdings, Inc.
NPTN
NeoPhotonics Corporation
John McPeake is a Senior Research Analyst and Managing Director

John McPeake – Senior Research Analyst

John McPeake is a Senior Research Analyst and Managing Director covering the Software Sector.  He has over 25 years of industry experience including 10 years on the sell-side and 15 years on the buy side.  In 2002, he was the Institutional investor number two ranked infrastructure software analyst while at Prudential Securities.  John has 15 years of experience on the buy side as a technology analyst and portfolio manager at firms including Fred Alger Management, Seminole Capital Management, and PAW Capital Partners.  John also ran his own TMT-focused hedge fund for three years, and most recently worked at a Vista Equity Group portfolio company (7Park Data), helping the company’s financial services clients derive value from alternative data sets.  He has a BA from Hamilton College and an MBA from New York University.

Sector Coverage: Software
Companies Covered:
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CDNS
Cadence DesignSystems, Inc.
MSFT
Microsoft Corporation
PDFS
PDF Solutions, Inc.
SNPS
Synopsys, 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.
DDOG
Datadog, Inc.
DT
Dynatrace Inc.
ESTC
Elastic NV
PTC
PTC Inc.
SNOW
Snowflake Inc.
SPLK
Splunk Inc.
SUMO
Sumo Logic, Inc.
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Mark Zgutowicz

Mark Zgutowicz – Senior Research Analyst

Mark brings 20 years of sell-side and buy-side experience to the Rosenblatt research team.  Mark’s sell-side tenure includes senior analyst roles at Piper Jaffray and Northland Capital Markets covering the technology and marketing services sectors.  Most recently, Mark was a senior analyst at asset manager Cornerstone Capital Management, responsible for technology sector investment with a focus on consumer internet.  In addition to Cornerstone, Mark’s buy-side tenure includes senior analyst and portfolio management roles at Aplos Advisors, Waddell & Reed, US Bancorp Asset Management, and American Express Financial Advisors, with responsibility for technology and media sector investment.  Mark has a Bachelor of Arts in Business Administration with a finance concentration from the University of St. Thomas and earned an MBA with a finance concentration from the Carlson School of Management at the University of Minnesota

Sector Coverage: Internet
Companies Covered:
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CRTO
Criteo S.A.
DIS
Walt Disney Co
DISCA
Discovery Communications
FB
Facebook, Inc.
FOXA
Fox Corporation
GDDY
GoDaddy, Inc.
MANH
Manhattan Associates, Inc.
NFLX
Netflix, Inc
PINS
Pinterest, Inc.
ROKU
Roku, Inc.
SHOP
Shopify, Inc.
SNAP
Snap, Inc.
SPOT
Spotify Technology S.A.
TTD
The Trade Desk, Inc.
TWTR
Twitter, Inc.
VIAC
ViacomCBS, Inc.
WIX
Wix.com Ltd.
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scott graham

Scott Graham – Senior Research Analyst

Scott Graham is a Managing Director and Senior Equity Research Analyst for Rosenblatt Securities, covering Industrial Technology. He joined the firm in September 2019. Previously he was with BMO Capital Markets and before that Jefferies LLC; in both positions he was a Managing Director and Senior Equity Research Analyst covering Multi-Industry and Industrial Distribution stocks. At BMO, he led the birth of BMO’s Growth Conference, while at Jefferies was a primary contributor to the firm’s Global Industrial Conference and conceived and wrote the firm’s Monthly Short Cycle Monitor, Jefferies’ most widely read collaborative research report. His trademark quarterly report, Process Capex, was among the most read publications at both BMO and Jefferies. Prior to joining Jefferies, Mr. Graham spent three years as a Managing Director and Senior Equity Research Analyst at Ladenburg Thalmann and then Boenning & Scattergood, in both positions covering Water Industrials stocks. He began covering industrial stocks in 2000 at Bear Stearns, where is spent nearly ten years. Mr. Graham has been ranked in the Institutional Investor poll several times. He received an MBA degree from Fordham University’s Gabelli School of Business, where he achieved Beta Gamma Sigma Honor Society status, and a BSM degree from Tulane University. Mr. Graham is also a CPA.

Sector Coverage: Industrial Technology
Companies Covered:
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AEIS
AIMC
Advanced Energy Industries, Inc.
Altra Industrial Motion Corp.
AME
AMETEK, Inc.
AOS
A.O. Smith Corporation
COHU
Cohu, Inc.
FTV
Fortive Corp.
IEX
IDEX Corporation
MKSI
MKS Instruments, Inc.
NVT
nVent Electric plc
PNR
Pentair plc
ROK
Rockwell Automation, Inc.
TER
Teradyne, Inc.
THR
Thermon Group Holdings, Inc.
XYL
Xylem Inc.
 View Posts
Sean Horgan

Sean Horgan – Research Analyst

Sean joined Rosenblatt in 2018 as an Associate, where he supported our Payments, FinTech, Market Structure, Internet, and Software teams. In 2019, he moved up to a Senior Associate role and narrowed his focus on the Payments, FinTech, and Market Structure team. In 2020, he was again promoted to Analyst with lead coverage in Payments and Market Structure. Sean began his career on the buyside at Emerald Asset Management on the SMID-cap team with a focus on the Technology sector. Sean graduated Magna Cum Laude from Temple University where he received his B.B.A.

Sector Coverage: FinTech and Payments
Companies Covered:
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ADYEN
Adyen NV
CBOE
Cboe Global Markets Inc
COIN
Coinbase Global, Inc.
CME
CME Group Inc.
FIS
Fidelity National Information Services, Inc.
FISV
Fiserv, Inc.
GPN
Global Payments Inc.
ICE
Intercontinental Exchange, Inc.
MKTX
MarketAxess Holdings Inc.
NDAQ
Nasdaq, Inc.
PYPL
PayPal Holdings, Inc.
SOFI
SoFi Technologies Inc
SQ
Square, Inc.
TW
Tradeweb Markets, Inc.
VIRT
Virtu Financial, Inc.
 View Posts

For more information contact TMTResearch@rblt.com.

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
aletheia capital
Asia
buauang securities
Thailand
Cardinal Stone
Nigeria
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
UCB - United Commercial Bank
Bangladesh

For more information contact InternationalResearch@rblt.com.