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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Semiconductors

QUALCOMM Incorporated

QCOM

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Qorvo, Inc.

QRVO

Kevin Cassidy

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Media

Quad/Graphics, Inc.

QUAD

Barton Crockett

BUY

BUY

BUY

BUY

Semiconductors

Rambus Inc.

RMBS

Kevin Cassidy

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Ribbon Communications, Inc.

RBBN

Mike Genovese

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

RingCentral, Inc.

RNG

Catharine Trebnick

BUY

BUY

BUY

BUY

Internet Media

Roku, Inc.

ROKU

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

SMART Global Holdings, Inc.

SGH

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Seagate Technology PLC

STX

Kevin Cassidy

BUY

BUY

BUY

BUY

Software

Silvaco Group, Inc

SVCO

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Sinclair Broadcast Group, Inc.

SBGI

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Internet Media

Sirius XM Holdings, Inc.

SIRI

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Semiconductors

Skyworks Solutions, Inc.

SWKS

Kevin Cassidy

BUY

BUY

BUY

BUY

Internet Media

Snap, Inc.

SNAP

Barton Crockett

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL

Software

Snowflake Inc.

SNOW

Blair Abernethy

BUY

BUY

BUY

BUY

Internet Media

Sonos, Inc.

SONO

Steve Frankel

BUY

BUY

BUY

BUY

Internet Media

Spotify Technology SA

SPOT

Barton Crockett

BUY

BUY

BUY

BUY

Comm & Cloud Infrastructure

Sprinklr, Inc.

CXM

Catharine Trebnick

BUY

BUY

BUY

BUY

Internet Media

Stagwell, Inc.

STGW

Barton Crockett

BUY

BUY

BUY

BUY

Semiconductors

Super Micro Computer, Inc.

SMCI

Hans Mosesmann

BUY

BUY

BUY

BUY

Semiconductors

Synaptics Incorporated

SYNA

Kevin Cassidy

BUY

BUY

BUY

BUY

Software

Synopsys, Inc.

SNPS

Blair Abernethy

BUY

BUY

BUY

BUY

Crypto

TeraWulf Inc.

WULF

Kevin Cassidy

BUY

BUY

BUY

BUY

Semiconductors

Texas Instruments Incorporated

TXN

Hans Mosesmann

BUY

BUY

BUY

BUY

Internet Media

Universal Electronics, Inc.

UEIC

Steve Frankel

NEUTRAL

NEUTRAL

NEUTRAL

NEUTRAL