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

8x8, Inc.

EGHT

Catharine Trebnick

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

ADTRAN, Inc.

ADTN

Mike Genovese

BUY

BUY

BUY

BUY

Software

ANSYS, Inc.

ANSS

Blair Abernethy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

ARM Holdings PLC ADR

ARM

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Adeia

ADEA

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Advanced Micro Devices, Inc.

AMD

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Alphabet, Inc

GOOGL

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

Amazon.com, Inc.

AMZN

Barton Crockett

BUY

BUY

BUY

BUY

Semiconductors

Ambarella, Inc.

AMBA

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Apple Inc.

AAPL

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Comm & Cloud Infrastructure

Applied Optoelectronics, Inc.

AAOI

Mike Genovese

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Arista Networks, Inc.

ANET

Mike Genovese

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Arteris, Inc.

AIP

Kevin Cassidy

BUY

BUY

BUY

BUY

Software

Autodesk, Inc.

ADSK

Blair Abernethy

BUY

BUY

BUY

BUY

Software

Bentley Systems, Inc.

BSY

Blair Abernethy

BUY

BUY

BUY

BUY

FinTech

Bitdeer Technologies Group Class A

BTDR

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Blaize Holdings, Inc.

BZAI

Kevin Cassidy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

Brightcove, Inc.

BCOV

Steve Frankel

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Broadcom Inc.

AVGO

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

CEVA, Inc.

CEVA

Kevin Cassidy

BUY

BUY

BUY

BUY

Software

Cadence Design Systems, Inc.

CDNS

Blair Abernethy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Comm & Cloud Infrastructure

Calix Inc.

CALX

Mike Genovese

BUY

BUY

BUY

BUY

FinTech

Canaan Inc.

CAN

Kevin Cassidy

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Ciena Corporation

CIEN

Mike Genovese

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

FinTech

Cipher Mining Inc.

CIFR

Chris Brendler

BUY

BUY

BUY

BUY