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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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

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

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

Cyber Security

OneSpan Inc

OSPN

Catharine Trebnick

BUY

BUY

BUY

BUY

Semiconductors

Ouster, Inc.

OUST

Kevin Cassidy

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

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

Paramount Global

PARA

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Software

Pegasystems, Inc.

PEGA

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Pinterest, Inc.

PINS

Barton Crockett

BUY

BUY

BUY

BUY