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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Internet Media

Charter Communications, Inc.

CHTR

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Comm & Cloud Infrastructure

Ciena Corporation

CIEN

Mike Genovese

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Cisco Systems, Inc.

CSCO

Mike Genovese

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Comm & Cloud Infrastructure

Coherent Corp.

COHR

Mike Genovese

BUY

BUY

BUY

BUY

Internet Media

Comcast Corp.

CMCSA

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Software

CrowdStrike Holdings, Inc.

CRWD

Catharine Trebnick

BUY

BUY

BUY

BUY

Software

CyberArk Software Ltd.

CYBR

Catharine Trebnick

BUY

BUY

BUY

BUY

Software

Datadog, Inc.

DDOG

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Dolby Laboratories, Inc.

DLB

Steve Frankel

BUY

BUY

BUY

BUY

Software

Dynatrace Inc

DT

Blair Abernethy

BUY

BUY

BUY

BUY

Software

Elastic NV

ESTC

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Emerald Holding, Inc.

EEX

Barton Crockett

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Extreme Networks, Inc.

EXTR

Mike Genovese

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Fabrinet

FN

Mike Genovese

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Five9, Inc.

FIVN

Catharine Trebnick

BUY

BUY

BUY

BUY

Internet Media

Formula One

FWONK

Barton Crockett

BUY

BUY

BUY

BUY

Software

Fortinet, Inc.

FTNT

Catharine Trebnick

BUY

BUY

BUY

BUY

Internet Media

Fox Corporation

FOXA

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Crypto

Galaxy Digital Holdings Ltd.

GLXY

Andrew Bond

BUY

BUY

BUY

BUY

Internet Media

Harmonic Inc.

HLIT

Steve Frankel

BUY

BUY

BUY

BUY

Internet Media

IMAX Corp.

IMAX

Steve Frankel

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Infinera Corporation

INFN

Mike Genovese

BUY

BUY

BUY

BUY

Semiconductors

Innoviz Technology Ltd.

INVZ

Kevin Cassidy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Intel Corporation

INTC

Hans Mosesmann

SELL

SELL

SELL

SELL

FinTech

Intercontinental Exchange, Inc.

ICE

Andrew Bond

BUY

BUY

BUY

BUY