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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Comm & Cloud Infrastructure

Juniper Networks, Inc.

JNPR

Mike Genovese

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Lattice Semiconductor Corporation

LSCC

Hans Mosesmann

BUY

BUY

BUY

BUY

Internet Media

Liberty Braves

BATRK

Barton Crockett

BUY

BUY

BUY

BUY

Internet Media

Liberty Broadband Corp.

LBRDK

Barton Crockett

BUY

BUY

BUY

BUY

Internet Media

Liberty Sirius

LSXMK

Barton Crockett

BUY

BUY

BUY

BUY

Special Situations

Lincoln Educational Services Corporation

LINC

Steve Frankel

BUY

BUY

BUY

BUY

Internet Media

Lions Gate Entertainment Corp.

LGF.B

Barton Crockett

BUY

BUY

BUY

BUY

Internet Media

Live Nation Entertainment, Inc.

LYV

Barton Crockett

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Lumentum Holdings, Inc.

LITE

Mike Genovese

BUY

BUY

BUY

BUY

Semiconductors

Luminar Technology

LAZR

Kevin Cassidy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Software

Manhattan Associates, Inc.

MANH

Blair Abernethy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

FinTech

MarketAxess Holdings Inc.

MKTX

Andrew Bond

SELL

SELL

SELL

SELL

Semiconductors

Marvell Technology Group Ltd.

MRVL

Hans Mosesmann

BUY

BUY

BUY

BUY

Internet Media

Meta Platforms, Inc.

META

Barton Crockett

BUY

BUY

BUY

BUY

Semiconductors

Microchip Technology Incorporated

MCHP

Hans Mosesmann

BUY

BUY

BUY

BUY

Semiconductors

Micron Technology, Inc.

MU

Hans Mosesmann

BUY

BUY

BUY

BUY

Semiconductors

Monolithic Power Systems, Inc.

MPWR

Hans Mosesmann

BUY

BUY

BUY

BUY

Semiconductors

NVIDIA Corporation

NVDA

Hans Mosesmann

BUY

BUY

BUY

BUY

FinTech

Nasdaq, Inc.

NDAQ

Andrew Bond

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Navitas Semiconductor Corp.

NVTS

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Netflix, Inc.

NFLX

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

Nexstar Media Group, Inc.

NXST

Barton Crockett

BUY

BUY

BUY

BUY

CCaaS

Nice Ltd.

NICE

Catharine Trebnick

BUY

BUY

BUY

BUY

Semiconductors

ON Semiconductor Corporation

ON

Kevin Cassidy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Ouster, Inc.

OUST

Kevin Cassidy

BUY

BUY

BUY

BUY