Rosenblatt Securities

Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...

Shares of Roku Inc. (NASDAQ:ROKU) fell in early trading on Friday despite the company’s upbeat first-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Roku Analyst Barton Crockett reiterated a...

Western Digital Corp (NASDAQ:WDC) reported on Wednesday upbeat fiscal third-quarter earnings. Structural changes "unlocking profitability," the new company reported a solid earnings beat, according to Rosenblatt Securities. The Western Digital Thesis: Analyst Kevin Cassidy maintained a Buy rating,...

Intel Corp (NASDAQ:INTC) shares dropped sharply after the company announced on Thursday disappointing second-quarter guidance. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Intel Analyst Kevin Cassidy maintained a Sell rating,...

Five9 Inc (NASDAQ:FIVN) is gearing up to report its quarterly results on May 1. The 2025 and 2026 revenue estimates have been lowered to reflect macro uncertainty arising from tariffs, according to Rosenblatt Securities. The Five9 Analyst: Analyst Catharine Trebnick reiterated a Buy rating while...

Coinbase Global Inc (NASDAQ:COIN) published on Tuesday a report warning investors of a "crypto winter" being underway. The company is scheduled to report its first-quarter earnings on May 8. Although the company began 2025 with significant momentum due to pro-crypto comments by the Trump...

Rosenblatt Securities analyst Chris Brendler maintained TeraWulf (NASDAQ:WULF) with a Buy and lowered the price target from $10 to $4 on Wednesday. TeraWulf fits perfectly into Brendler’s Bitcoin mining investment thesis with low power costs, an efficient fleet and a strong...

Couchbase Inc (NASDAQ:BASE) is poised for "heathy" growth in ARR (annual recurring revenue) over the next few years, as companies ramp up their shift to the Cloud, according to Rosenblatt Securities. The Couchbase Analyst: Analyst Blair Abernethy initiated coverage with a Buy rating and price...

Five9 Inc (NASDAQ:FIVN) has reaffirmed its first-quarter guidance, projecting a performance that is in line with or better than the previous quarter's results, according to Rosenblatt Securities. The Five9 Analyst: Analyst Catharine Trebnick reiterated a Buy rating and price target of $58. The...

Shares of Penguin Solutions Inc (NASDAQ:PENG) tanked in early trading on Thursday, even after the company posted better-than-expected results for its second quarter on Wednesday. The company delivered "another strong quarter" and its progress in fiscal 2025 is tracking better than expected,...

While Coinbase Global Inc.'s (NASDAQ:COIN) trading volumes have decelerated significantly, investors seem to be underestimating the potential of the company's non-trading revenue streams, according to Rosenblatt Securities. The Coinbase Global Analyst: Analyst Chris Brendler on Wednesday reiterated...

Shares of Micron Technology Inc. (NASDAQ:MU) tanked in early trading Friday, even after the company reported upbeat fiscal second-quarter results. Here are some key analyst takeaways. Rosenblatt Securities On Micron Technology Analyst Kevin Cassidy maintained a Buy rating while reducing the price...

Google parent Alphabet Inc (NASDAQ:GOOGL) acquired cloud security startup Wiz for $32 billion in an all-cash transaction. Here are some key analyst takeaways. Cantor Fitzgerald analyst Deepak Mathivanan maintained a Neutral rating and price target of $200. Rosenblatt Securities analyst Barton...

Zoom Communications Inc (NASDAQ:ZM) has unveiled expanded capabilities at Enterprise Connect 2025. Here are some key analyst takeaways. RBC Capital Markets On Zoom Communications Analyst Rishi Jaluria maintained an Outperform rating and price target of $95. Zoom Communications' churn rates have...

Shares of Rubrik Inc (NYSE:RBRK) were climbing in early trading on Friday, after reporting upbeat fourth-quarter results. Here are some key analyst takeaways. KeyBanc Capital Markets On Rubrik Analyst Eric Heath maintained an Overweight rating, while reducing the price target from $87 to $82....