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Global tech coverage

Steve Frankel • Director of Research • sfrankel@rblt.com • (212) 607-3171
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Internet Media
Charter Communications, Inc.
CHTR
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Comm & Cloud Infrastructure
Ciena Corporation
CIEN
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Cisco Systems, Inc.
CSCO
Mike Genovese
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Comm & Cloud Infrastructure
Coherent Corp.
COHR
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Internet Media
Comcast Corp.
CMCSA
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Software
CrowdStrike Holdings, Inc.
CRWD
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Software
CyberArk Software Ltd.
CYBR
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Software
Datadog, Inc.
DDOG
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Internet Media
Dolby Laboratories, Inc.
DLB
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Software
Dynatrace Inc
DT
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Software
Elastic NV
ESTC
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Internet Media
Emerald Holding, Inc.
EEX
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Extreme Networks, Inc.
EXTR
Mike Genovese
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Comm & Cloud Infrastructure
Fabrinet
FN
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Five9, Inc.
FIVN
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Internet Media
Formula One
FWONK
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Software
Fortinet, Inc.
FTNT
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Internet Media
Fox Corporation
FOXA
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Crypto
Galaxy Digital Holdings Ltd.
GLXY
Andrew Bond
BUY
BUY
BUY
BUY
BUY
Internet Media
Harmonic Inc.
HLIT
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Internet Media
IMAX Corp.
IMAX
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Infinera Corporation
INFN
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Semiconductors
Innoviz Technology Ltd.
INVZ
Kevin Cassidy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Semiconductors
Intel Corporation
INTC
Hans Mosesmann
SELL
SELL
SELL
SELL
SELL
FinTech
Intercontinental Exchange, Inc.
ICE
Andrew Bond
BUY
BUY
BUY
BUY
BUY