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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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

FinTech

MARA Holdings, Inc.

MARA

Chris Brendler

BUY

BUY

BUY

BUY

Semiconductors

Marvell Technology Group Ltd.

MRVL

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Meta Platforms, Inc.

META

Barton Crockett

BUY

BUY

BUY

BUY

Semiconductors

Microchip Technology Incorporated

MCHP

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Micron Technology, Inc.

MU

Kevin Cassidy

BUY

BUY

BUY

BUY

Cloud Networks

MongoDB, Inc

MDB

Blair Abernethy

BUY

BUY

BUY

BUY

Semiconductors

Monolithic Power Systems, Inc.

MPWR

Kevin Cassidy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

NVIDIA Corporation

NVDA

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Navitas Semiconductor Corp.

NVTS

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Netflix, Inc.

NFLX

Barton Crockett

BUY

BUY

BUY

BUY

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

Cyber Security

OneSpan Inc

OSPN

Catharine Trebnick

BUY

BUY

BUY

BUY

Semiconductors

Ouster, Inc.

OUST

Kevin Garrigan

BUY

BUY

BUY

BUY

Software

PDF Solutions, Inc.

PDFS

Blair Abernethy

BUY

BUY

BUY

BUY

Software

PTC, Inc.

PTC

Blair Abernethy

BUY

BUY

BUY

BUY

Software

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

BUY

BUY

BUY

BUY

Semiconductors

QUALCOMM Incorporated

QCOM

Kevin Cassidy

BUY

BUY

BUY

BUY