Rosenblatt Securities

Shares of Workday Inc (NASDAQ:WDAY) tanked in early trading on Wednesday, despite the company reporting solid fourth-quarter results. Here are the key analyst insights: Guggenheim Securities analyst John DiFucci reiterated a Buy rating, while cutting the price target from $85 to $75. DA Davidson...

Advanced Micro Devices (NASDAQ:AMD) provided the “receipts” needed to validate its AI roadmap, sparking a rally that a Rosenblatt analyst believes offers significant “upside” for the chipmaker after its deal with Meta Platforms Inc. (NASDAQ:META), announced on Tuesday....

Shares of Cadence Design Systems Inc (NASDAQ:CDNS) rallied in early trading on Wednesday, after the company reported upbeat fourth-quarter results. Here are the key analyst insights: Rosenblatt Securities analyst Blair Abernethy upgraded the rating from Neutral to Buy, while raising the price...

Shares of Palo Alto Networks Inc (NASDAQ:PANW) nosedived in early trading on Wednesday, after the company reported its fiscal second-quarter results. Here are the key analyst insights: Needham analyst Mike Cikos maintained a Buy rating, while reducing the price target from $230 to $200. Goldman...

Shares of Arista Networks Inc (NYSE:ANET) rallied in early trading on Friday, after the company reported upbeat fourth-quarter results. Here are the key analyst insights: JPMorgan analyst Samik Chatterjee maintained an Overweight rating, while raising the price target from $175 to $190. KeyBanc...

Shares of Cisco Systems Inc (NASDAQ:CSCO) nosedived in early trading on Thursday, even after the company reported upbeat fiscal second-quarter results. Here are the key analyst insights: Goldman Sachs analyst Michael Ng maintained a Buy rating and price target of $75.  Rosenblatt Securities...

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in early trading on Wednesday, even after the company Tuesday reported record fourth-quarter revenues. Here are the key analyst insights: Scotiabank analyst Patrick Colville maintained a Sector Outperform rating, while reducing the price...

ON Semiconductor Corp (NASDAQ:ON) on Monday reported mixed fourth-quarter results. Here are the key analyst insights: Benchmark analyst David Williams downgraded the rating to Hold. Rosenblatt Securities analyst Kevin Cassidy maintained a Neutral rating, while raising the price target from $50 to...

Arm Holdings PLC (NASDAQ:ARM) shares jumped in early trading on Thursday, after the company reported upbeat quarterly results. • ARM Holdings shares are climbing with conviction. Why is ARM stock surging? Here are the key analyst insights: JPMorgan analyst Harlan Sur reiterated an...

Shares of Qualcomm Inc (NASDAQ:QCOM) were trading under pressure on Thursday, despite the company reporting upbeat quarterly results. Here are the key analyst insights: Rosenblatt Securities analyst Kevin Cassidy reiterated a Buy rating, while slashing the price target from $225 to $190. JPMorgan...

Shares of Coherent Corp (NYSE:COHR) were trading under pressure on Thursday, despite the company reporting upbeat quarterly results. Here are the key analyst insights: Rosenblatt Securities analyst Mike Genovese reaffirmed a Buy rating, while raising the price target from $220 to $300. Needham...

OneStream Inc (NASDAQ:OS) announced on Tuesday that Hg Capital offered the company $24 per share. Here are the key analyst insights: Needham analyst Scott Berg downgraded the rating from Buy to Hold; he removed the price target. Rosenblatt Securities analyst Robert Simmons cut the rating from Buy...

Penguin Solutions Inc's (NASDAQ:PENG) better-than-expected results for the fiscal first quarter show steady progress in AI, according to Rosenblatt Securities. The Penguin Solutions Analyst: analyst Kevin Cassidy reiterated a Buy rating and price target of $30. The Penguin Solutions Thesis: The...

Broadcom Inc (NASDAQ:AVGO) shares tanked in early trading on Friday, even after the company on Thursday reported upbeat fiscal fourth-quarter earnings. • Broadcom shares are retreating from recent levels. What’s behind AVGO decline? Here are some key analyst takeaways: BofA...

Synopsys Inc (NASDAQ:SNPS) is scheduled to report its fiscal fourth-quarter results on Wednesday after market close. • Synopsys shares are consolidating. What should traders watch with SNPS? Following the third-quarter miss and guidance cut, the company is likely to report broadly in line...