Rosenblatt Securities

Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Friday, after the company missed earnings for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating...

Shares of Snowflake Inc (NYSE:SNOW) tanked in early trading on Thursday, after the company reported results for its first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Hedberg reiterated an Outperform rating,...

Shares of Zoom Video Communications Inc (NASDAQ:ZM) were down on last check Tuesday, after the company reported upbeat first-quarter revenues and earnings. The results came amid an exciting earnings season. Here are some key analyst takeaways. Stifel analyst Parker Lane maintained a Hold rating,...

Shares of Palo Alto Networks Inc (NASDAQ:PANW) dipped in early trading on Tuesday, although the company reported upbeat revenues and earnings for its fiscal third quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew...

Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported stronger-than-expected results for its fiscal third quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Michael Ng...

Chipmaker Advanced Micro Devices, Inc. (NASDAQ:AMD) is scheduled to report its first-quarter results Tuesday after the market closes. The company’s exposure to artificial intelligence technology makes its earnings a significant report to keep an eye on to confirm whether the momentum is alive...

Zoom Video Communications Inc (NASDAQ:ZM) is holding its ground in the AI wave, despite intense competition. The company has refused its channel strategy, which is generating "positive partner feedback," according to Rosenblatt Securities. The Zoom Video Communications Analyst: Catharine Trebnick...

Arista Networks Inc (NYSE: ANET) shares tanked in premarket trading on Friday, amid concerns around AI stocks trading at a premium. Although ethernet could prevail in the AI era, the company is unlikely to be a big winner of this trend, according to Rosenblatt Securities. The Arista Networks...

Broadcom Inc (NASDAQ: AVGO) recently announced projections for AI chip sales for 2024. The company is among the beneficiaries of massive AI investments by corporations. It hosted an “Enabling AI Infrastructure Investor Meeting” on Wednesday; here are some key analyst takeaways...

Shares of Applied Optoelectronics Inc (NASDAQ: AAOI) were recovering on Tuesday, after last week’s steep decline. The company’s sales are poised to explode from mid-2024 onwards, "driven by AI 400+G Optical interconnects for Data Centers and DOCSIS 4.0 amplifiers for Cable networks...

Micron Technology Inc (NASDAQ: MU) shares climbed in early trading on Thursday, after the company reported better-than-expected revenues for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Goldman Sachs On...

CrowdStrike Holdings Inc (NASDAQ: CRWD) recently reported strong third-quarter results, with solid profitability gains. To delve deeper into these results and their implications, analysts from Rosenblatt Securities and Needham have provided their insights and forecasts for the company's future...

Spotify Technology's (NYSE: SPOT) sales and subscriber numbers remain strong on the heels of Paul Vogel's announced exit as CFO, effective March 31. The large-scale restructuring plan currently in the works could cause margins to “explode,” according to Rosenblatt Securities....

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares rallied Thursday after the company announced the launched of its new GenAI chip. Raymond James On Advanced Micro Devices Analyst Srini Pajjuri maintained a Strong Buy rating while raising the price target from $125 to $140. “AMD...

Zscaler Inc (NASDAQ: ZS) shares tanked in premarket trading on Tuesday, after the company reported its first quarter results for fiscal 2024. The stock did manage to rebound in the morning. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings...