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
Sector:
Cloud Communications and Networking
Company:
8x8, Inc.
Ticker:
EGHT
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
A. O. Smith Corporation
Ticker:
AOS
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
ADTRAN, Inc.
Ticker:
ADTN
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
AMETEK, Inc.
Ticker:
AME
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Advanced Micro Devices, Inc.
Ticker:
AMD
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Payments
Company:
Adyen NV
Ticker:
ADYEN
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Alphabet Inc. Class A
Ticker:
GOOGL
Analyst:
Mark Zgutowicz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
Altra Industrial Motion Corp.
Ticker:
AIMC
Analyst:
Scott Graham
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Amazon.com Inc.
Ticker:
AMZN
Analyst:
Mark Zgutowicz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Ambarella, Inc.
Ticker:
AMBA
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Applied Optoelectronics, Inc.
Ticker:
AAOI
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Arista Networks, Inc.
Ticker:
ANET
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Bandwidth Inc. Class A
Ticker:
BAND
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Broadcom Inc.
Ticker:
AVGO
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
CME Group Inc.
Ticker:
CME
Analyst:
Sean Horgan
Rating:
SELL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Calix, Inc.
Ticker:
CALX
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Casa Systems, Inc.
Ticker:
CASA
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
Cboe Global Markets Inc
Ticker:
CBOE
Analyst:
Sean Horgan
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Charter Communications
Ticker:
CHTR
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Ciena Corporation
Ticker:
CIEN
Analyst:
Ryan Koontz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Comcast Corporation
Ticker:
CMCSA
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
CommScope Holding Co., Inc.
Ticker:
COMM
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Criteo SA
Ticker:
CRTO
Analyst:
Mark Zgutowicz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Discovery Communications
Ticker:
DISCA
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
DraftKings Inc Class A
Ticker:
DKNG
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Dycom Industries, Inc.
Ticker:
DY
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Ericsson
Ticker:
ERIC
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Facebook, Inc.
Ticker:
FB
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Payments
Company:
Fidelity National Information Services, Inc.
Ticker:
FIS
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Payments
Company:
Fiserv, Inc.
Ticker:
FISV
Analyst:
Sean Horgan
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Five9, Inc.
Ticker:
FIVN
Analyst:
Ryan Koontz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
Fortive Corp.
Ticker:
FTV
Analyst:
Scott Graham
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Fox Corporation
Ticker:
FOXA
Analyst:
Bernie McTernan, CFA
Rating:
SELL
BUY
SELL
NEutral
NR
Sector:
Payments
Company:
Global Payments Inc.
Ticker:
GPN
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
GoDaddy, Inc.
Ticker:
GDDY
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Harmonic Inc.
Ticker:
HLIT
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
IDEX Corporation
Ticker:
IEX
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Infinera Corporation
Ticker:
INFN
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Inphi Corporation
Ticker:
IPHI
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Intel Corporation
Ticker:
INTC
Analyst:
Hans Mosesmann
Rating:
SELL
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
Intercontinental Exchange, Inc.
Ticker:
ICE
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Juniper Networks, Inc.
Ticker:
JNPR
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Lattice Semiconductor Corporation
Ticker:
LSCC
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Lumentum Holdings, Inc.
Ticker:
LITE
Analyst:
Ryan Koontz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
MKS Instruments, Inc.
Ticker:
MKSI
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
MSG Networks, Inc.
Ticker:
MSGN
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Software
Company:
Manhattan Associates, Inc.
Ticker:
MANH
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
MarketAxess Holdings Inc.
Ticker:
MKTX
Analyst:
Sean Horgan
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Marvell Technology Group Ltd.
Ticker:
MRVL
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Microchip Technology Incorporated
Ticker:
MCHP
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Micron Technology, Inc.
Ticker:
MU
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Monolithic Power Systems, Inc.
Ticker:
MPWR
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
NICE Ltd Sponsored ADR
Ticker:
NICE
Analyst:
Ryan Koontz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
NVIDIA Corporation
Ticker:
NVDA
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
Nasdaq, Inc.
Ticker:
NDAQ
Analyst:
Sean Horgan
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
NeoPhotonics Corporation
Ticker:
NPTN
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Netflix, Inc.
Ticker:
NFLX
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Nokia Oyj Sponsored ADR
Ticker:
NOK
Analyst:
Ryan Koontz
Rating:
NR
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
ON Semiconductor Corporation
Ticker:
ON
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Payments
Company:
PayPal Holdings, Inc.
Ticker:
PYPL
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Peloton Interactive Inc.
Ticker:
PTON
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Penn National Gaming, Inc.
Ticker:
PENN
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
Pentair plc
Ticker:
PNR
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Pinterest, Inc.
Ticker:
PINS
Analyst:
Mark Zgutowicz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
QUALCOMM Incorporated
Ticker:
QCOM
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
RingCentral, Inc. Class A
Ticker:
RNG
Analyst:
Ryan Koontz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
Rockwell Automation, Inc.
Ticker:
ROK
Analyst:
Scott Graham
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Roku, Inc.
Ticker:
ROKU
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
SMART Global Holdings, Inc.
Ticker:
SGH
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Seagate Technology PLC
Ticker:
STX
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Shopify, Inc.
Ticker:
SHOP
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Skyworks Solutions, Inc.
Ticker:
SWKS
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Snap, Inc.
Ticker:
SNAP
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Spotify Technology SA
Ticker:
SPOT
Analyst:
Mark Zgutowicz
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Payments
Company:
Square, Inc.
Ticker:
SQ
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Synaptics Incorporated
Ticker:
SYNA
Analyst:
Kevin Cassidy
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Texas Instruments Incorporated
Ticker:
TXN
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
The Trade Desk, Inc.
Ticker:
TTD
Analyst:
Mark Zgutowicz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
Thermon Group Holdings, Inc.
Ticker:
THR
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
Tradeweb Markets, Inc.
Ticker:
TW
Analyst:
Sean Horgan
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Twilio, Inc. Class A
Ticker:
TWLO
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Twitter, Inc.
Ticker:
TWTR
Analyst:
Mark Zgutowicz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
ViacomCBS, Inc.
Ticker:
VIAC
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Market Structure
Company:
Virtu Financial, Inc.
Ticker:
VIRT
Analyst:
Sean Horgan
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Vonage Holdings Corp.
Ticker:
VG
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
Walt Disney Co
Ticker:
DIS
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Western Digital Corporation
Ticker:
WDC
Analyst:
Kevin Cassidy
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Internet
Company:
Wix.com Ltd.
Ticker:
WIX
Analyst:
Mark Zgutowicz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Consumer Technology
Company:
World Wrestling Entertainment, Inc.
Ticker:
WWE
Analyst:
Bernie McTernan, CFA
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Semiconductors
Company:
Xilinx, Inc.
Ticker:
XLNX
Analyst:
Hans Mosesmann
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
Xylem Inc.
Ticker:
XYL
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Sector:
Cloud Communications and Networking
Company:
Zoom Video Communications, Inc. Class A
Ticker:
ZM
Analyst:
Ryan Koontz
Rating:
NEUTRAL
BUY
SELL
NEutral
NR
Sector:
Industrial Technology
Company:
nVent Electric plc
Ticker:
NVT
Analyst:
Scott Graham
Rating:
BUY
BUY
SELL
NEutral
NR
Source: Rosenblatt Estimates
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