Global Tech Research Coverage Universe

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Michael Kiernan • Director of Research • mkiernan@rblt.com • (212) 607-3134
Evan Morgan • Head of Sales • emorgan@rblt.com • (212) 607-3166
SectorCompanyTickerAnalystRating
Semiconductors
Arteris, Inc.
AIP
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Comm & Cloud Infrastructure
ADTRAN, Inc.
ADTN
Mike Genovese
BUY
BUY
SELL
BUY
NR
Software
ANSYS, Inc.
ANSS
Blair Abernethy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Advanced Micro Devices, Inc.
AMD
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Internet Media
Alphabet, Inc
GOOGL
Barton Crockett
BUY
BUY
SELL
BUY
NR
Software
Altair Engineering, Inc.
ALTR
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Software
Alteryx, Inc.
AYX
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Internet Media
Amazon.com, Inc.
AMZN
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Ambarella, Inc.
AMBA
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet Media
Apple Inc.
AAPL
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Comm & Cloud Infrastructure
Applied Optoelectronics, Inc.
AAOI
Hans Mosesmann
NEUTRAL
BUY
SELL
NEUTRAL
NR
Software
Autodesk, Inc.
ADSK
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Semiconductors
Broadcom Inc.
AVGO
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Semiconductors
CEVA, Inc.
CEVA
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Software
Cadence Design Systems, Inc.
CDNS
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Comm & Cloud Infrastructure
Calix Inc.
CALX
Mike Genovese
BUY
BUY
SELL
BUY
NR
Internet Media
Cedar Fair LP
FUN
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet Media
Charter Communications, Inc.
CHTR
Barton Crockett
BUY
BUY
SELL
BUY
NR
Comm & Cloud Infrastructure
Ciena Corporation
CIEN
Mike Genovese
BUY
BUY
SELL
BUY
NR
Internet Media
Comcast Corp.
CMCSA
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Software
Datadog, Inc.
DDOG
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Software
Dynatrace Inc
DT
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Software
Elastic NV
ESTC
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Internet Media
Formula One
FWONK
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Fox Corporation
FOXA
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Comm & Cloud Infrastructure
Infinera Corporation
INFN
Mike Genovese
BUY
BUY
SELL
BUY
NR
Semiconductors
Intel Corporation
INTC
Hans Mosesmann
SELL
BUY
SELL
SELL
NR
Semiconductors
Lattice Semiconductor Corporation
LSCC
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Internet Media
Liberty Braves
BATRK
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Liberty Broadband Corp.
LBRDK
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Liberty Sirius
LSXMK
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Lions Gate Entertainment Corp.
LGF.B
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Live Nation Entertainment, Inc.
LYV
Barton Crockett
BUY
BUY
SELL
BUY
NR
Comm & Cloud Infrastructure
Lumentum Holdings, Inc.
LITE
Mike Genovese
BUY
BUY
SELL
BUY
NR
Software
Manhattan Associates, Inc.
MANH
Blair Abernethy
BUY
SELL
NR
Semiconductors
Marvell Technology Group Ltd.
MRVL
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Internet Media
Meta Platforms, Inc.
FB
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Microchip Technology Incorporated
MCHP
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Semiconductors
Micron Technology, Inc.
MU
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Software
Microsoft Corporation
MSFT
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Semiconductors
Monolithic Power Systems, Inc.
MPWR
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Semiconductors
NVIDIA Corporation
NVDA
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Semiconductors
Navitas Semiconductor Corp.
NVTS
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Comm & Cloud Infrastructure
NeoPhotonics Corporation
NPTN
Mike Genovese
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet Media
Netflix, Inc.
NFLX
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet Media
Nexstar Media Group, Inc.
NXST
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
ON Semiconductor Corporation
ON
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Software
PDF Solutions, Inc.
PDFS
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Software
PTC, Inc.
PTC
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Internet Media
Paramount Global
PARA
Barton Crockett
SELL
BUY
SELL
SELL
NR
Internet Media
Pinterest, Inc.
PINS
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
QUALCOMM Incorporated
QCOM
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Semiconductors
Qorvo, Inc.
QRVO
Kevin Cassidy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Rambus Inc.
RMBS
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet Media
Roku, Inc.
ROKU
Barton Crockett
BUY
BUY
SELL
BUY
NR
Semiconductors
SMART Global Holdings, Inc.
SGH
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet Media
SeaWorld Entertainment, Inc.
SEAS
Barton Crockett
BUY
BUY
SELL
BUY
NR
Semiconductors
Seagate Technology PLC
STX
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet Media
Sinclair Broadcast Group, Inc.
SBGI
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet Media
Sirius XM Holdings, Inc.
SIRI
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Six Flags Entertainment Corp.
SIX
Barton Crockett
BUY
BUY
SELL
BUY
NR
Semiconductors
Skyworks Solutions, Inc.
SWKS
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet Media
Snap, Inc.
SNAP
Barton Crockett
BUY
BUY
SELL
BUY
NR
Software
Snowflake Inc.
SNOW
Blair Abernethy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Software
Splunk Inc.
SPLK
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Internet Media
Spotify Technology SA
SPOT
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Software
Sumo Logic, Inc.
SUMO
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Semiconductors
Synaptics Incorporated
SYNA
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Software
Synopsys, Inc.
SNPS
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Semiconductors
Texas Instruments Incorporated
TXN
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Internet Media
Twitter, Inc.
TWTR
Barton Crockett
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet Media
Walt Disney Co
DIS
Barton Crockett
BUY
BUY
SELL
BUY
NR
Internet Media
Warner Bros Discovery, Inc.
WBD
Barton Crockett
SELL
BUY
SELL
SELL
NR
Semiconductors
Western Digital Corporation
WDC
Kevin Cassidy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Xilinx, Inc.
XLNX
Hans Mosesmann
NEUTRAL
BUY
SELL
NEUTRAL
NR
Source: Rosenblatt
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