Fri I noticed this:
Harmonic named a top pick for 2023 at Northland 09:07 HLIT Northland analyst Tim Savageaux named Harmonic as one of his top picks in Communications Technology "for the second year in a row," citing expectations for expanding deployment of next-gen vCCAP-Remote PHY cable network architecture by MSOs in the U.S. and globally. He believes this expansion positions Harmonic well to hit analyst day targets for Broadband revenue of $830M in 2023 and $230M in EBITDA, the analyst tells investors. Savageaux has an Outperform rating and $20 price target on Harmonic shares.
and on Jan 2->
Rosenblatt reveals 15 best stock ideas for 2023 01/02 MRVL, LGF.B, AMD, NVDA, MU, BRPHF, HLIT, AYX, ALTR, CIEN, RMBS, CALX, SIX, EXTR, BATRK Rosenblatt analysts expect a "particularly strong" second half of 2023 for equities, led by technology. In the meantime, the firm recommends focusing on fundamentals and emphasizes stock picking in portfolios this year. Rosenblatt tells investors to "start playing offense," saying "demand for growth will also face much less of a valuation headwind in 2023 as fundamentals rule the day." The firm laid out its best ideas for 2023: Marvell Technology Group (MRVL), Lionsgate (LGF.B), AMD (AMD), Nvidia (NVDA), Micron Technology (MU), Galaxy Digital (BRPHF), Harmonic (HLIT), Alteryx (AYX), Altair Engineering (ALTR), Ciena (CIEN), Rambus (RMBS), Calix (CALX), Six Flags Entertainment (SIX), Extreme Networks (EXTR), Liberty Braves (BATRK).
