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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The Trade Desk Inc.

TTD

Internet Media

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Twilio, Inc. Class A

TWLO

Comm & Cloud Infrastructure

Catharine Trebnick

BUY

BUY

BUY

BUY

Uber Technologies Inc.

UBER

Internet and Consumer Tech

Scott Devitt

BUY

BUY

BUY

BUY

Universal Electronics, Inc.

UEIC

Internet Media

Steve Frankel

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Universal Technical Institute, Inc.

UTI

Internet Media

Steve Frankel

BUY

BUY

BUY

BUY

USA TODAY Co., Inc.

TDAY

Internet Media

Barton Crockett

BUY

BUY

BUY

BUY

Varonis Systems, Inc.

VRNS

Software

Catharine Trebnick

BUY

BUY

BUY

BUY

Viant Technology Inc.

DSP

Internet Media

Barton Crockett

BUY

BUY

BUY

BUY

Viavi Solutions Inc.

VIAV

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Walt Disney Co

DIS

Internet Media

Barton Crockett

BUY

BUY

BUY

BUY

Wayfair, Inc.

W

Internet and Consumer Tech

Scott Devitt

BUY

BUY

BUY

BUY

Webull Corporation

BULL

FinTech

Chris Brendler

BUY

BUY

BUY

BUY

Western Digital Corporation

WDC

Semiconductors

Sajal Dogra

BUY

BUY

BUY

BUY

Xometry, Inc.

XMTR

Internet and Consumer Tech

Scott Devitt

BUY

BUY

BUY

BUY

Xperi Inc.

XPER

Internet Media

Steve Frankel

BUY

BUY

BUY

BUY

Zoom Communications, Inc.

ZM

Comm & Cloud Infrastructure

Catharine Trebnick

BUY

BUY

BUY

BUY

Zscaler, Inc.

ZS

Comm & Cloud Infrastructure

Catharine Trebnick

BUY

BUY

BUY

BUY