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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Software

PTC, Inc.

PTC

Blair Abernethy

BUY

BUY

BUY

BUY

Quantum Computing and Software

Palantir Technologies

PLTR

John McPeake

BUY

BUY

BUY

BUY

Cloud Communications and Cybersecurity

Palo Alto Networks, Inc.

PANW

Catharine Trebnick

BUY

BUY

BUY

BUY

Software

Pegasystems, Inc.

PEGA

Blair Abernethy

BUY

BUY

BUY

BUY

Semiconductors

Penguin Solutions, Inc.

PENG

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Pinterest, Inc.

PINS

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

PubMatic, Inc.

PUBM

Barton Crockett

BUY

BUY

BUY

BUY

Semiconductors

QUALCOMM Incorporated

QCOM

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Quad/Graphics, Inc.

QUAD

Barton Crockett

BUY

BUY

BUY

BUY

Quantum Computing and Software

Quantum Computing Inc.

QUBT

John McPeake

BUY

BUY

BUY

BUY

Semiconductors

Rambus Inc.

RMBS

Kevin Cassidy

BUY

BUY

BUY

BUY

Software

RedCloud Holdings plc.

RCT

Blair Abernethy

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Ribbon Communications, Inc.

RBBN

Mike Genovese

BUY

BUY

BUY

BUY

Quantum Computing and Software

Rigetti Computing, Inc.

RGTI

John McPeake

BUY

BUY

BUY

BUY

Cloud Communications and Cybersecurity

RingCentral, Inc.

RNG

Catharine Trebnick

BUY

BUY

BUY

BUY

Internet Media

Roku, Inc.

ROKU

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Comm & Cloud Infrastructure

Rubrik, Inc.

RBRK

Blair Abernethy

BUY

BUY

BUY

BUY

Semiconductors

Seagate Technology PLC

STX

Kevin Cassidy

BUY

BUY

BUY

BUY

Cloud Communications and Cybersecurity

SentinelOne, Inc.

S

Catharine Trebnick

BUY

BUY

BUY

BUY

Software

Silvaco Group, Inc

SVCO

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Sirius XM Holdings, Inc.

SIRI

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

Snap, Inc.

SNAP

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Software

Snowflake Inc.

SNOW

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Sonos, Inc.

SONO

Steve Frankel

BUY

BUY

BUY

BUY

Internet Media

Spotify Technology SA

SPOT

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL