# Rosenblatt Securities

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/rosenblatt-securities
Canonical HTML page: https://getyourbrief.com/entity/rosenblatt-securities

## Timeline

- **2027-10-31**: Revenue Milestone Projection — Broadcom projected to surpass $100 billion in annual AI chip revenue.
- **2026-03-17**: Q1 2026 Earnings Review — Analysts confirm Broadcom's Q1 results met market expectations.
- **2026-03-05**: Price Target Revision — Rosenblatt Securities increases AVGO price target to $500.

## Recent coverage (7 stories, network-wide)

### PubMatic CFO Sells 36K Shares for $490K: AdTech Stability Signal for Marketers?
2026-08-12 11:28:24 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 2

CFO Steven Pantelick’s pre-planned stock sales to cover tax withholding don’t indicate insider pessimism, but PubMatic’s improving revenue—$62.57M in Q1, beating estimates—and stock near its 52-week high signal a programmatic rebound that matters for media buyers and brand strategists.
Full story: https://getmarketingbrief.com/story/pubmatic-cfo-sells-36k-shares-adtech-marketers

### Cloud Infrastructure Bets Heat Up: MXL +7%, CRWV +6.6% on July 20
2026-08-05 08:09:34 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 2

MaxLinear and CoreWeave posted strong gains on thin volume, reflecting divergent investor views on cloud and AI infrastructure. While MaxLinear’s data-center connectivity chips benefit from SaaS growth, CoreWeave’s GPU cloud underpins the growing demand for AI-powered SaaS applications. The moves underscore the high-risk, high-reward dynamics shaping the software-as-a-service supply chain.
Full story: https://getsaasbrief.com/story/maxlinear-coreweave-surge-7pct-saas-cloud-infrastructure

### AI Hardware & Cloud: MXL Jumps 7%, CRWV Gains 6.6% in Mixed Session
2026-08-05 08:09:24 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Two firms critical to the AI ecosystem—MaxLinear and CoreWeave—rallied on July 20, 2026, but volume data hints at fragile confidence. MaxLinear’s semiconductor solutions enable high-speed data transfer for AI clusters, while CoreWeave’s GPU cloud is a direct infrastructure play. The moves highlight investors’ growing selectivity in AI-linked stocks as earnings volatility mounts.
Full story: https://getaibrief.com/story/ai-infrastructure-mxl-crwv-surge-7-percent

### Goldman Sachs Reaffirms $250 Nvidia Target as GTC 2026 Silences Bears
2026-03-23 00:20:44 · Sector: ai · Sentiment: Positive · Impact: 7/10 · Sources: 3

Goldman Sachs and major Wall Street institutions have issued a strong vote of confidence in Nvidia following GTC 2026, maintaining bullish price targets despite market skepticism. Analysts highlight the Blackwell architecture and expanding demand across robotics and inference as key drivers for the next phase of AI growth.
Full story: https://getaibrief.com/story/goldman-sachs-nvidia-gtc-2026-analysis

### Broadcom AI Chip Revenue Projected to Surpass $100 Billion by 2027
2026-03-18 00:52:52 · Sector: ai · Sentiment: Positive · Impact: 7/10 · Sources: 2

Broadcom is emerging as a dominant force in the custom AI silicon market, with analysts projecting its AI-related revenue to exceed $100 billion by 2027. Following strong Q1 2026 results, Rosenblatt Securities has raised its price target to $500, highlighting the company's critical role in the global AI infrastructure build-out.
Full story: https://getaibrief.com/story/broadcom-ai-chip-revenue-100-billion-projection-2027

### Broadcom’s AI Trajectory: Rosenblatt Projects $100B Revenue Milestone by 2027
2026-03-18 00:47:29 · Sector: finance · Sentiment: Positive · Impact: 7/10 · Sources: 2

Rosenblatt Securities has reaffirmed its bullish stance on Broadcom, projecting that the company's AI-related chip revenue could surpass $100 billion by 2027. This optimistic outlook follows Q1 2026 earnings that met expectations and underscores Broadcom's pivotal role in the global AI infrastructure build-out.
Full story: https://getfinancebrief.com/story/broadcom-avgo-ai-chip-revenue-forecast-2027

### Needham Slashes Trade Desk Target to $32 Amid Growing Ad-Tech Skepticism
2026-02-26 15:25:05 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Needham & Company has aggressively lowered its price target for Trade Desk (TTD) to $32.00, joining a wave of analysts reassessing the company's premium valuation. Despite recent revenue beats, institutional sell-offs and concerns over long-term growth sustainability are driving a significant market re-rating.
Full story: https://getfinancebrief.com/story/needham-trade-desk-ttd-downgrade-analysis

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