Akamai Technologies Inc. (NASDAQ:AKAM): Cowen defended Akamai Technologies Inc. and said that conversations with Investor Relations and shareholders have not raised any new issues. The analyst continues to view Akamai as a top pick and remains comfortable with estimates at the high end of the range.
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ARM Holdings plc (NASDAQ:ARMH): After meeting with ARM Holdings PLC.’s management, Benchmark expects their processor royal units to increase at an 18% compound annual growth rate from 2011-2016. The firm also expects the company’s royalty rate to increase and they reiterate a Buy rating on their stock.
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