Global tech coverage

Steve Frankel • Director of Research • sfrankel@rblt.com • (212) 607-3171
Evan Morgan • Head of Sales • emorgan@rblt.com • (212) 607-3166

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8x8, Inc.

EGHT

Cloud Communications and Cybersecurity

Catharine Trebnick

BUY

BUY

BUY

BUY

Adeia Inc.

ADEA

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

ADTRAN Holdings, Inc.

ADTN

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Advanced Micro Devices, Inc.

AMD

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Alphabet, Inc

GOOGL

Internet Media

Scott Devitt

BUY

BUY

BUY

BUY

Amazon.com, Inc.

AMZN

Internet Media

Scott Devitt

BUY

BUY

BUY

BUY

Ambarella, Inc.

AMBA

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Apple Inc.

AAPL

Internet Media

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Applied Optoelectronics, Inc.

AAOI

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Arista Networks, Inc.

ANET

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

ARM Holdings PLC ADR

ARM

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Arteris, Inc.

AIP

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Atlanta Braves Holdings Inc

BATRK

Internet Media

Barton Crockett

BUY

BUY

BUY

BUY

Autodesk, Inc.

ADSK

Software

Blair Abernethy

BUY

BUY

BUY

BUY

Bentley Systems, Inc.

BSY

Software

Blair Abernethy

BUY

BUY

BUY

BUY

Bitdeer Technologies Group Class A

BTDR

FinTech

Kevin Cassidy

BUY

BUY

BUY

BUY

BitGo Holdings, Inc.

BTGO

FinTech

Chris Brendler

BUY

BUY

BUY

BUY

Blaize Holdings, Inc.

BZAI

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Broadcom Inc.

AVGO

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Bullish

BLSH

FinTech

Chris Brendler

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Cadence Design Systems, Inc.

CDNS

Software

Blair Abernethy

BUY

BUY

BUY

BUY

Calix Inc.

CALX

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Canaan Inc.

CAN

FinTech

Kevin Cassidy

BUY

BUY

BUY

BUY

Cerebras Systems

CBRS

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

CEVA, Inc.

CEVA

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY