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 |
|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | ROKU | Roku, Inc. | Communication Services | Maintains | Buy → Buy | — | +7.7% | +6.0% |
| May 1, 2026 | TWLO | Twilio Inc. | Communication Services | Maintains | Buy → Buy | — | +20.1% | +23.8% |
| May 1, 2026 | MPWR | Monolithic Power Systems, Inc. | Technology | Maintains | Neutral → Neutral | — | -3.1% | -1.9% |
| May 1, 2026 | WDC | Western Digital Corporation | Technology | Maintains | Buy → Buy | — | -6.5% | -0.7% |
| May 1, 2026 | AAPL | Apple Inc. | Technology | Maintains | Neutral → Neutral | — | +2.8% | +3.2% |
| Apr 30, 2026 | QCOM | QUALCOMM Incorporated | Technology | Maintains | Buy → Buy | — | +10.3% | +15.1% |
| Apr 30, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +3.9% | +0.8% |
| Apr 30, 2026 | GOOGL | Alphabet Inc. | Communication Services | Maintains | Neutral → Neutral | — | +6.9% | +10.0% |
| Apr 30, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Buy | $332 | +3.9% | +0.8% |
| Apr 29, 2026 | SPOT | Spotify Technology S.A. | Communication Services | Maintains | Neutral → Neutral | — | -0.0% | +2.2% |
| Apr 29, 2026 | STX | Seagate Technology Holdings plc | Technology | Maintains | Buy → Buy | — | +15.4% | +11.1% |
| Apr 29, 2026 | SPOT | Spotify Technology S.A. | Communication Services | Upgrade | Neutral → Buy | $500 | -0.0% | +2.2% |
| Apr 28, 2026 | CDNS | Cadence Design Systems, Inc. | Technology | Maintains | Buy → Buy | — | -2.0% | -3.3% |
| Apr 24, 2026 | CDNS | Cadence Design Systems, Inc. | Technology | Maintains | Buy → Buy | — | +1.8% | +5.9% |
| Apr 24, 2026 | INTC | Intel Corporation | Technology | Maintains | Sell → Sell | — | +23.1% | +23.6% |
| Apr 23, 2026 | PUBM | PubMatic, Inc. | Technology | Maintains | Buy → Buy | — | -0.3% | -3.8% |
| Apr 23, 2026 | CALX | Calix, Inc. | Technology | Maintains | Buy → Buy | — | -1.1% | +0.1% |
| Apr 23, 2026 | PEGA | Pegasystems Inc. | Technology | Maintains | Buy → Buy | — | -4.5% | -5.9% |
| Apr 23, 2026 | TXN | Texas Instruments Incorporated | Technology | Maintains | Buy → Buy | — | +10.2% | +19.4% |
| Apr 23, 2026 | GOOGL | Alphabet Inc. | Communication Services | Maintains | Neutral → Neutral | — | +0.5% | -0.1% |
| Apr 23, 2026 | SIRI | Sirius XM Holdings Inc. | Communication Services | Upgrade | Neutral → Buy | $46 | +2.4% | -0.2% |
| Apr 22, 2026 | CALX | Calix, Inc. | Technology | Maintains | Buy → Buy | — | -10.2% | -14.0% |
| Apr 21, 2026 | AAPL | Apple Inc. | Technology | Maintains | Neutral → Neutral | — | -0.6% | -2.5% |
| Apr 20, 2026 | PDFS | PDF Solutions, Inc. | Technology | Maintains | Buy → Buy | — | +1.0% | -1.0% |
| Apr 20, 2026 | IMAX | IMAX Corporation | Communication Services | Maintains | Buy → Buy | — | -0.3% | +2.5% |