Sector:
Cloud Communications and Networking
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
A. O. Smith Corporation
Sector:
Cloud Communications and Networking
Sector:
Industrial Technology
Company:
Advanced Micro Devices, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Alphabet Inc. Class A
Sector:
Industrial Technology
Company:
Altra Industrial Motion Corp.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Applied Optoelectronics, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Arista Networks, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Bandwidth Inc. Class A
Sector:
Cloud Communications and Networking
Sector:
Cloud Communications and Networking
Company:
Casa Systems, Inc.
Company:
Cboe Global Markets Inc
Sector:
Consumer Technology
Company:
Charter Communications
Analyst:
Bernie McTernan, CFA
Sector:
Cloud Communications and Networking
Company:
Ciena Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Company:
Comcast Corporation
Analyst:
Bernie McTernan, CFA
Sector:
Cloud Communications and Networking
Company:
CommScope Holding Co., Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Company:
Discovery Communications
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Company:
DraftKings Inc Class A
Analyst:
Bernie McTernan, CFA
Sector:
Cloud Communications and Networking
Company:
Dycom Industries, Inc.
Sector:
Cloud Communications and Networking
Company:
Fidelity National Information Services, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Analyst:
Bernie McTernan, CFA
Company:
Global Payments Inc.
Sector:
Cloud Communications and Networking
Sector:
Industrial Technology
Sector:
Cloud Communications and Networking
Company:
Infinera Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Inphi Corporation
Company:
Intel Corporation
Company:
Intercontinental Exchange, Inc.
Sector:
Cloud Communications and Networking
Company:
Juniper Networks, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Lattice Semiconductor Corporation
Sector:
Cloud Communications and Networking
Company:
Lumentum Holdings, Inc.
Sector:
Industrial Technology
Company:
MKS Instruments, Inc.
Sector:
Consumer Technology
Company:
MSG Networks, Inc.
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Manhattan Associates, Inc.
Company:
MarketAxess Holdings Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Marvell Technology Group Ltd.
Company:
Microchip Technology Incorporated
Company:
Micron Technology, Inc.
Company:
Monolithic Power Systems, Inc.
Sector:
Cloud Communications and Networking
Company:
NICE Ltd Sponsored ADR
Company:
NVIDIA Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
NeoPhotonics Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Nokia Oyj Sponsored ADR
Company:
ON Semiconductor Corporation
Company:
PayPal Holdings, Inc.
Sector:
Consumer Technology
Company:
Peloton Interactive Inc.
Analyst:
Bernie McTernan, CFA
Sector:
Consumer Technology
Company:
Penn National Gaming, Inc.
Analyst:
Bernie McTernan, CFA
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
QUALCOMM Incorporated
Sector:
Cloud Communications and Networking
Company:
RingCentral, Inc. Class A
Sector:
Industrial Technology
Company:
Rockwell Automation, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
SMART Global Holdings, Inc.
Company:
Seagate Technology PLC
Company:
Skyworks Solutions, Inc.
Company:
Spotify Technology SA
Company:
Synaptics Incorporated
Company:
Texas Instruments Incorporated
Company:
The Trade Desk, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
Thermon Group Holdings, Inc.
Company:
Tradeweb Markets, Inc.
Sector:
Cloud Communications and Networking
Company:
Twilio, Inc. Class A
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Virtu Financial, Inc.
Sector:
Cloud Communications and Networking
Company:
Vonage Holdings Corp.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Analyst:
Bernie McTernan, CFA
Company:
Western Digital Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Consumer Technology
Company:
World Wrestling Entertainment, Inc.
Analyst:
Bernie McTernan, CFA
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Sector:
Cloud Communications and Networking
Company:
Zoom Video Communications, Inc. Class A
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
nVent Electric plc
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