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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Cerebras Systems

CBRS

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

CEVA, Inc.

CEVA

Semiconductors

Kevin Cassidy

BUY

BUY

BUY

BUY

Chewy, Inc. Class A

CHWY

Internet and Consumer Tech

Scott Devitt

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Ciena Corporation

CIEN

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Cipher Digital Inc.

CIFR

FinTech

Chris Brendler

BUY

BUY

BUY

BUY

Cisco Systems, Inc.

CSCO

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Coherent Corp.

COHR

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Coinbase Global, Inc.

COIN

FinTech

Chris Brendler

BUY

BUY

BUY

BUY

Comcast Corp.

CMCSA

Internet Media

Barton Crockett

BUY

BUY

BUY

BUY

CoreWeave, Inc.

CRWV

Quantum

John McPeake

BUY

BUY

BUY

BUY

Credo Technology Group Holding Ltd.

CRDO

Comm & Cloud Infrastructure

Mike Genovese

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

CrowdStrike Holdings, Inc.

CRWD

Software

Catharine Trebnick

BUY

BUY

BUY

BUY

Datadog, Inc.

DDOG

Software

Blair Abernethy

BUY

BUY

BUY

BUY

Dolby Laboratories, Inc.

DLB

Internet Media

Steve Frankel

BUY

BUY

BUY

BUY

DoorDash Inc.

DASH

Internet and Consumer Tech

Scott Devitt

BUY

BUY

BUY

BUY

D-Wave Quantum Inc.

QBTS

Quantum

John McPeake

BUY

BUY

BUY

BUY

Dynatrace Inc

DT

Software

Blair Abernethy

BUY

BUY

BUY

BUY

eBay Inc.

EBAY

Internet and Consumer Tech

Scott Devitt

BUY

BUY

BUY

BUY

Elastic NV

ESTC

Software

Blair Abernethy

BUY

BUY

BUY

BUY

Etsy, Inc.

ETSY

Internet and Consumer Tech

Scott Devitt

BUY

BUY

BUY

BUY

Expedia Inc.

EXPE

Internet and Consumer Tech

Scott Devitt

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Extreme Networks, Inc.

EXTR

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Fabrinet

FN

Comm & Cloud Infrastructure

Mike Genovese

BUY

BUY

BUY

BUY

Five9, Inc.

FIVN

Comm & Cloud Infrastructure

Catharine Trebnick

BUY

BUY

BUY

BUY

Fortinet, Inc.

FTNT

Software

Catharine Trebnick

BUY

BUY

BUY

BUY