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
Software
ANSYS, Inc.
ANSS
Blair Abernethy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Advanced Energy Industries, Inc.
AEIS
Kevin Garrigan
BUY
BUY
SELL
BUY
NR
Semiconductors
Advanced Micro Devices, Inc.
AMD
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Payments
Adyen NV
ADYEN
Sean Horgan
NEUTRAL
BUY
SELL
NEUTRAL
NR
Software
Altair Engineering, Inc.
ALTR
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Software
Alteryx, Inc.
AYX
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Semiconductors
Ambarella, Inc.
AMBA
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Cloud Communications and Networking
Applied Optoelectronics, Inc.
AAOI
Kevin Garrigan
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
NEUTRAL
BUY
SELL
NEUTRAL
NR
FinTech
CME Group Inc.
CME
Sean Horgan
SELL
BUY
SELL
SELL
NR
Software
Cadence Design Systems, Inc.
CDNS
Blair Abernethy
BUY
BUY
SELL
BUY
NR
FinTech
Cboe Global Markets Inc
CBOE
Sean Horgan
BUY
BUY
SELL
BUY
NR
Semiconductors
Cohu, Inc.
COHU
Kevin Garrigan
BUY
BUY
SELL
BUY
NR
Payments
Coinbase Global, Inc.
COIN
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
Criteo SA
CRTO
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Software
Datadog, Inc.
DDOG
Blair Abernethy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet
Discovery Communications
DISCA
Mark Zgutowicz
NEUTRAL
BUY
SELL
NEUTRAL
NR
Software
Dynatrace Inc
DT
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Software
Elastic NV
ESTC
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Internet
Facebook, Inc.
FB
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Payments
Fidelity National Information Services, Inc.
FIS
Sean Horgan
NEUTRAL
BUY
SELL
NEUTRAL
NR
Payments
Fiserv, Inc.
FISV
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
Fox Corporation
FOXA
Mark Zgutowicz
NEUTRAL
BUY
SELL
NEUTRAL
NR
Payments
Global Payments Inc.
GPN
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
GoDaddy, Inc.
GDDY
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Semiconductors
Intel Corporation
INTC
Hans Mosesmann
SELL
BUY
SELL
SELL
NR
FinTech
Intercontinental Exchange, Inc.
ICE
Sean Horgan
BUY
BUY
SELL
BUY
NR
Semiconductors
Lattice Semiconductor Corporation
LSCC
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Cloud Communications and Networking
Lumentum Holdings, Inc.
LITE
Kevin Garrigan
BUY
BUY
SELL
BUY
NR
Semiconductors
MKS Instruments, Inc.
MKSI
Kevin Garrigan
BUY
BUY
SELL
BUY
NR
Software
Manhattan Associates, Inc.
MANH
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
FinTech
MarketAxess Holdings Inc.
MKTX
Sean Horgan
BUY
BUY
SELL
BUY
NR
Semiconductors
Marvell Technology Group Ltd.
MRVL
Hans Mosesmann
BUY
BUY
SELL
BUY
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
FinTech
MoneyLion Inc.
ML
Sean Horgan
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
FinTech
Nasdaq, Inc.
NDAQ
Sean Horgan
NEUTRAL
BUY
SELL
NEUTRAL
NR
Cloud Communications and Networking
NeoPhotonics Corporation
NPTN
Kevin Garrigan
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet
Netflix, Inc.
NFLX
Mark Zgutowicz
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
Payments
PayPal Holdings, Inc.
PYPL
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
Pinterest, Inc.
PINS
Mark Zgutowicz
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
FinTech
Robinhood Markets, Inc.
HOOD
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
Roku, Inc.
ROKU
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Semiconductors
SMART Global Holdings, Inc.
SGH
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Semiconductors
Seagate Technology PLC
STX
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet
Shopify, Inc.
SHOP
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Semiconductors
Skyworks Solutions, Inc.
SWKS
Kevin Cassidy
BUY
BUY
SELL
BUY
NR
Internet
Snap, Inc.
SNAP
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Software
Snowflake Inc.
SNOW
Blair Abernethy
NEUTRAL
BUY
SELL
NEUTRAL
NR
FinTech
SoFi Technologies Inc
SOFI
Sean Horgan
BUY
BUY
SELL
BUY
NR
Software
Splunk Inc.
SPLK
Blair Abernethy
BUY
BUY
SELL
BUY
NR
Internet
Spotify Technology SA
SPOT
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Payments
Square, Inc.
SQ
Sean Horgan
BUY
BUY
SELL
BUY
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
Teradyne, Inc.
TER
Kevin Garrigan
BUY
BUY
SELL
BUY
NR
Semiconductors
Texas Instruments Incorporated
TXN
Hans Mosesmann
BUY
BUY
SELL
BUY
NR
Internet
The Trade Desk, Inc.
TTD
Mark Zgutowicz
NEUTRAL
BUY
SELL
NEUTRAL
NR
FinTech
Tradeweb Markets, Inc.
TW
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
Twitter, Inc.
TWTR
Mark Zgutowicz
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet
ViacomCBS, Inc.
VIAC
Mark Zgutowicz
NEUTRAL
BUY
SELL
NEUTRAL
NR
FinTech
Virtu Financial, Inc.
VIRT
Sean Horgan
BUY
BUY
SELL
BUY
NR
Internet
Walt Disney Co
DIS
Mark Zgutowicz
BUY
BUY
SELL
BUY
NR
Semiconductors
Western Digital Corporation
WDC
Kevin Cassidy
NEUTRAL
BUY
SELL
NEUTRAL
NR
Internet
Wix.com Ltd.
WIX
Mark Zgutowicz
NEUTRAL
BUY
SELL
NEUTRAL
NR
Semiconductors
Xilinx, Inc.
XLNX
Hans Mosesmann
NEUTRAL
BUY
SELL
NEUTRAL
NR
Source: Rosenblatt
Disclaimer (2020): The information contained in this communication is not intended as an offer or solicitation for the purchase or sale of any securities, futures, options, or any other investment product. This communication is not research, and does not contain enough information on which to make an investment decision. The information herein has been obtained from various sources. We do not guarantee its accuracy. Any opinion offered herein reflects Rosenblatt Securities Inc.'s current judgment and may change without notice. Please see respective company reports for full and appropriate disclaimers. Member: NYSE, SIPC, FINRA