Rosenblatt
Upgrade grade
C
Downgrade grade
A+
Rosenblatt Securities was founded in 2001 by David Rosenblatt and has grown into a respected boutique investment bank with a focused yet comprehensive research platform. The firm maintains a lean, entrepreneurial structure while managing approximately 2,613 analyst ratings calls on US equities, demonstrating significant depth of coverage relative to its size. Rosenblatt is particularly known for its expertise in technology, media, and telecommunications sectors, where its analysts have built strong reputations for detailed fundamental research and independent thinking that often challenges consensus views. The firm has earned recognition for a research culture that emphasizes contrarian perspectives and detailed bottom-up analysis rather than following the herd, making it a source that institutional investors turn to when seeking alternative viewpoints on major tech and communications companies.
Upgrades
79
70.89% win rate
· avg +3.33% D1
Downgrades
56
85.71% win rate
· avg -7.60% D1
Avg Gap — Upgrades
+3.63%
open vs prev close
Avg Gap — Downgrades
-7.00%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Technology | 78.72% (47) | +3.04% | 95.12% (41) | -8.61% |
| Communication Services | 55.00% (20) | +4.55% | — | — |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2025 | 81.8% | 11 | — | — |
| 2024 | 83.3% | 12 | 90.9% | 11 |
| 2023 | — | — | 100.0% | 11 |
| 2020 | 66.7% | 15 | — | — |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Buy | $360 | +0.0% | +1.0% |
| Sep 22, 2026 | SNDK | Sandisk Corporation | Technology | Initiates | Buy | $2400 | -0.5% | +6.8% |
| Sep 17, 2026 | SLNH | Soluna Holdings, Inc. | Technology | Initiates | Buy | $4 | +8.9% | +6.2% |
| Sep 15, 2026 | NOK | Nokia Oyj | Technology | Initiates | Buy | $15 | +1.9% | +2.0% |
| Sep 15, 2026 | RBBN | Ribbon Communications Inc. | Communication Services | Downgrade | Buy → Neutral | $2 | -3.0% | -8.5% |
| Sep 3, 2026 | AVGO | Broadcom Inc. | Technology | Reiterates | Buy | $600 | -4.2% | -2.7% |
| Sep 1, 2026 | AAPL | Apple Inc. | Technology | Reiterates | Neutral | $303 | +0.0% | +2.6% |
| Sep 1, 2026 | UBER | Uber Technologies, Inc. | Technology | Initiates | Buy | $100 | -0.5% | -0.5% |
| Sep 1, 2026 | LYFT | Lyft, Inc. | Technology | Initiates | Neutral | — | -2.0% | -0.8% |
| Sep 1, 2026 | CART | Instacart (Maplebear Inc.) | Consumer Cyclical | Initiates | Neutral | $55 | -1.2% | -0.9% |
| Sep 1, 2026 | EXPE | Expedia Group, Inc. | Consumer Cyclical | Initiates | Neutral | $360 | -1.2% | -4.1% |
| Sep 1, 2026 | DASH | DoorDash, Inc. | Communication Services | Initiates | Buy | $270 | -0.7% | -2.6% |
| Sep 1, 2026 | BKNG | Booking Holdings Inc. | Consumer Cyclical | Initiates | Buy | $245 | -0.3% | -1.7% |
| Sep 1, 2026 | ABNB | Airbnb, Inc. | Consumer Cyclical | Initiates | Buy | $220 | -0.4% | -0.4% |
| Aug 27, 2026 | META | Meta Platforms, Inc. | Communication Services | Reiterates | Buy | $886 | +0.1% | -0.9% |
| Aug 20, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Buy | — | -1.0% | -2.2% |
| Aug 20, 2026 | GOOG | Alphabet Inc. | Communication Services | Reiterates | Buy | — | -0.6% | -1.0% |
| Aug 20, 2026 | XMTR | Xometry, Inc. | Industrials | Initiates | Buy | $110 | +0.8% | -1.7% |
| Aug 20, 2026 | W | Wayfair Inc. | Consumer Cyclical | Initiates | Buy | $125 | -1.5% | -4.2% |
| Aug 20, 2026 | SHOP | Shopify Inc. | Technology | Initiates | Buy | $175 | -0.1% | +0.4% |
| Aug 20, 2026 | ETSY | Etsy, Inc. | Consumer Cyclical | Initiates | Buy | $95 | +1.5% | +0.9% |
| Aug 20, 2026 | EBAY | eBay Inc. | Consumer Cyclical | Initiates | Buy | $120 | +0.6% | +1.9% |
| Aug 20, 2026 | CHWY | Chewy, Inc. | Consumer Cyclical | Initiates | Neutral | $25 | -3.0% | -0.5% |
| Aug 4, 2026 | SKHY | — | — | Initiates | Buy | $320 | +5.2% | +8.2% |
| Jul 15, 2026 | SECZ | — | — | Initiates | Buy | $14 | +4.7% | +12.7% |