Moffett Nathanson Stock Recommendations and Price Targets

This is a list of recent ratings by Moffett Nathanson.

Date	Company Name	Action	Current Price	Price Target	Rating
1/27/2026	UMGNF Universal Music Group	Initiated Coverage	$25.00		Buy
1/27/2026	SIRI Sirius XM	Initiated Coverage	$20.00	$21.00	Neutral
1/27/2026	WMG Warner Music Group	Initiated Coverage	$31.00	$38.00	Buy
1/27/2026	SPOT Spotify Technology	Initiated Coverage	$513.00	$487.00	Neutral
1/22/2026	LYV Live Nation Entertainment	Lower Price Target	$147.00	$185.00 ➝ $180.00	Buy ➝ Buy
1/21/2026	NFLX Netflix	Lower Price Target	$84.00	$140.00 ➝ $115.00	Buy ➝ Buy
1/20/2026	CNK Cinemark	Upgrade	$23.00	$30.00	Neutral ➝ Buy
1/12/2026	TTD Trade Desk	Upgrade	$32.00	$39.00	Sell ➝ Neutral
1/12/2026	STNG Scorpio Tankers	Upgrade	$60.00		Neutral
12/29/2025	DDOG Datadog	Reiterated Rating	$137.00		Buy ➝ Buy
12/12/2025	DLR Digital Realty Trust	Boost Price Target	$163.00	$166.00 ➝ $172.00	Neutral ➝ Neutral
11/25/2025	GOOGL Alphabet	Boost Price Target	$335.00	$305.00 ➝ $315.00	Buy ➝ Buy
11/13/2025	CMCSA Comcast	Lower Price Target	$29.00	$58.00 ➝ $53.00	Buy ➝ Buy
11/12/2025	NFLX Netflix	Reiterated Rating	$84.00		Buy ➝ Buy
11/7/2025	WBD Warner Bros. Discovery	Boost Price Target	$28.00	$23.00 ➝ $26.00	Buy ➝ Buy
10/30/2025	GOOGL Alphabet	Boost Price Target	$335.00	$295.00 ➝ $305.00	Buy ➝ Buy
10/29/2025	ETSY Etsy	Reiterated Rating	$58.00		Neutral ➝ Neutral
10/6/2025	DLR Digital Realty Trust	Boost Price Target	$163.00	$163.00 ➝ $166.00	Neutral ➝ Neutral
10/2/2025	TMUS T-Mobile US	Boost Price Target	$185.00	$210.00 ➝ $230.00	Neutral ➝ Neutral
9/25/2025	CHWY Chewy	Upgrade	$31.00	$48.00	Neutral ➝ Buy
9/25/2025	GOOGL Alphabet	Boost Price Target	$335.00	$230.00 ➝ $295.00	Buy ➝ Buy
9/22/2025	WBD Warner Bros. Discovery	Boost Price Target	$28.00	$14.00 ➝ $23.00	Buy ➝ Buy
9/12/2025	CMCSA Comcast	Boost Price Target	$29.00	$56.00 ➝ $58.00	Buy ➝ Buy
9/4/2025	AAPL Apple	Upgrade	$260.00	$225.00	Sell ➝ Neutral
8/19/2025	CRWV CoreWeave	Boost Price Target	$111.00	$56.00 ➝ $65.00	Neutral ➝ Neutral
8/18/2025	LYV Live Nation Entertainment	Initiated Coverage	$147.00	$195.00	Buy
8/8/2025	TTD Trade Desk	Downgrade	$32.00	$45.00	Neutral ➝ Sell
6/24/2025	AMZN Amazon.com	Boost Price Target	$243.00	$250.00 ➝ $253.00	Buy
6/12/2025	CMCSA Comcast	Boost Price Target	$29.00	$56.00 ➝ $58.00	Buy
6/2/2025	CMCSA Comcast	Lower Price Target	$29.00	$57.00 ➝ $56.00	Buy
5/7/2025	EA Electronic Arts	Reiterated Rating	$204.00	$163.00	Buy ➝ Neutral
5/5/2025	CRWV CoreWeave	Initiated Coverage	$111.00	$43.00	Neutral
5/1/2025	META Meta Platforms	Boost Price Target	$668.00	$525.00 ➝ $605.00	Buy
4/18/2025	NFLX Netflix	Reiterated Rating	$84.00	$110.00 ➝ $115.00	Buy ➝ Buy
4/7/2025	CMCSA Comcast	Lower Price Target	$29.00	$58.00 ➝ $57.00	Buy
3/17/2025	NFLX Netflix	Upgrade	$84.00	$85.00 ➝ $110.00	Neutral ➝ Buy
3/4/2025	ROKU Roku	Upgrade	$104.00	$70.00	Sell ➝ Neutral
2/7/2025	RBLX Roblox	Downgrade	$73.00	$34.00	Neutral ➝ Sell
2/7/2025	TTWO Take-Two Interactive Software	Boost Price Target	$244.00	$156.00 ➝ $170.00	Neutral ➝ Neutral
2/5/2025	EQIX Equinix	Upgrade	$809.00		Hold ➝ Strong-Buy
1/31/2025	EA Electronic Arts	Upgrade	$204.00	$145.00	Neutral ➝ Buy
1/23/2025	CCI Crown Castle	Lower Price Target	$87.00	$127.00 ➝ $105.00
1/21/2025	WBD Warner Bros. Discovery	Upgrade	$28.00	$9.00 ➝ $13.00	Neutral ➝ Buy
1/21/2025	FOX FOX	Downgrade	$65.00		Strong-Buy ➝ Hold
1/21/2025	FOXA FOX	Downgrade	$72.00	$51.00 ➝ $52.00	Buy ➝ Neutral
1/10/2025	ROKU Roku	Downgrade	$104.00	$55.00	Neutral ➝ Sell
1/7/2025	AAPL Apple	Reiterated Rating	$260.00	$202.00 ➝ $188.00	Neutral ➝ Sell
11/26/2024	ETSY Etsy	Boost Price Target	$58.00	$60.00 ➝ $61.00	Neutral ➝ Neutral
11/26/2024	SHOP Shopify	Boost Price Target	$136.00	$86.00 ➝ $99.00	Neutral ➝ Neutral
11/26/2024	AMZN Amazon.com	Boost Price Target	$243.00	$235.00 ➝ $248.00	Buy ➝ Buy
11/19/2024	AAPL Apple	Lower Price Target	$260.00	$211.00 ➝ $202.00	Neutral
10/1/2024	ROKU Roku	Upgrade	$104.00	$80.00	Sell ➝ Neutral
9/26/2024	FLUT Flutter Entertainment	Boost Price Target	$169.00	$245.00 ➝ $275.00	Buy ➝ Buy
9/23/2024	TTD Trade Desk	Initiated Coverage	$32.00	$100.00	Neutral
9/5/2024	FYBR Frontier Communications Parent	Downgrade	$38.00		Strong-Buy ➝ Hold
8/19/2024	AAPL Apple	Initiated Coverage	$260.00	$211.00	Neutral
8/15/2024	T AT&T	Boost Price Target	$23.00	$17.00 ➝ $18.00	Neutral ➝ Neutral
8/8/2024	WBD Warner Bros. Discovery	Lower Price Target	$28.00	$10.00 ➝ $9.00	Neutral ➝ Neutral
8/7/2024	LUMN Lumen Technologies	Boost Price Target	$9.00	$1.00 ➝ $3.00	Sell ➝ Sell
7/2/2024	DIS Walt Disney	Lower Price Target	$110.00	$130.00 ➝ $125.00	Buy ➝ Buy
6/6/2024	SHOP Shopify	Downgrade	$136.00	$74.00 ➝ $65.00	Buy ➝ Neutral
5/10/2024	RBLX Roblox	Upgrade	$73.00	$31.00 ➝ $26.00	Sell ➝ Neutral
5/6/2024	FLUT Flutter Entertainment	Initiated Coverage	$169.00	$240.00	Buy
4/17/2024	OMC Omnicom Group	Boost Price Target	$78.00	$89.00 ➝ $93.00	Neutral ➝ Neutral
4/11/2024	CART Maplebear	Reiterated Rating	$38.00	$36.00 ➝ $37.00	Neutral ➝ Neutral
4/11/2024	UBER Uber Technologies	Reiterated Rating	$81.00	$92.00	Buy ➝ Buy
4/11/2024	DASH DoorDash	Upgrade	$207.00	$118.00 ➝ $164.00	Neutral ➝ Buy
4/11/2024	AMZN Amazon.com	Reiterated Rating	$243.00	$228.00	Buy ➝ Buy
3/28/2024	DKNG DraftKings	Boost Price Target	$31.00	$52.00 ➝ $55.00	Buy ➝ Buy
3/5/2024	CABO Cable One	Upgrade	$76.00	$615.00	Neutral ➝ Buy
2/14/2024	LYFT Lyft	Upgrade	$18.00		Sell ➝ Neutral
2/5/2024	TTWO Take-Two Interactive Software	Downgrade	$244.00	$169.00 ➝ $167.00	Buy ➝ Neutral
1/29/2024	TKO TKO Group	Initiated Coverage	$201.00	$95.00	Neutral
12/15/2023	ROKU Roku	Downgrade	$104.00	$64.00 ➝ $66.00	Market Perform ➝ Sell
12/6/2023	NTDOY Nintendo	Initiated Coverage	$17.00		Buy
10/31/2023	LYFT Lyft	Downgrade	$18.00	$7.00	Market Perform ➝ Sell
10/31/2023	ROKU Roku	Upgrade	$104.00	$55.00	Sell ➝ Market Perform
10/24/2023	DKNG DraftKings	Upgrade	$31.00	$37.00	Hold ➝ Buy
10/23/2023	CART Maplebear	Initiated Coverage	$38.00	$30.00	Market Perform
9/18/2023	PYPL PayPal	Reiterated Rating	$55.00	$75.00	Outperform ➝ Market Perform
9/15/2023	DASH DoorDash	Downgrade	$207.00		Outperform ➝ Market Perform
9/14/2023	LAW CS Disco	Downgrade	$6.00	$9.00	Outperform ➝ Market Perform
7/27/2023	NOW ServiceNow	Boost Price Target	$132.00	$109.80 ➝ $120.00	Outperform
7/24/2023	SHOP Shopify	Upgrade	$136.00	$76.00	Market Perform ➝ Outperform
6/23/2023	W Wayfair	Upgrade	$110.00	$44.00	Underperform ➝ Market Perform
6/14/2023	FOUR Shift4 Payments	Upgrade	$61.00	$75.00 ➝ $80.00	Market Perform ➝ Outperform
6/6/2023	T AT&T	Upgrade	$23.00	$17.00	Underperform ➝ Market Perform
5/23/2023	ZM Zoom Communications	Upgrade	$94.00	$85.00	Underperform ➝ Market Perform
5/10/2023	LZ LegalZoom.com	Upgrade	$9.00	$12.00	Underperform ➝ Market Perform
4/26/2023	MSFT Microsoft	Boost Price Target	$481.00	$263.00 ➝ $306.00	Market Perform
4/24/2023	AMZN Amazon.com	Lower Price Target	$243.00	$119.00 ➝ $116.00	Outperform
4/10/2023	CWAN Clearwater Analytics	Initiated Coverage	$24.00	$19.50	Outperform
3/30/2023	SBAC SBA Communications	Upgrade	$187.00	$330.00 ➝ $312.00	Market Perform ➝ Outperform
3/30/2023	AMT American Tower	Upgrade	$180.00	$244.00 ➝ $234.00	Market Perform ➝ Outperform
3/30/2023	CCI Crown Castle	Upgrade	$87.00	$161.00 ➝ $155.00	Market Perform ➝ Outperform
3/7/2023	LSPD Lightspeed Commerce	Downgrade	$12.00	$23.00 ➝ $17.00	Outperform ➝ Market Perform
3/2/2023	OKTA Okta	Boost Price Target	$92.00	$71.00 ➝ $85.00	Underperform
2/13/2023	CFLT Confluent	Initiated Coverage	$31.00	$36.00	Outperform
2/6/2023	TMUS T-Mobile US	Reiterated Rating	$185.00	$174.00	Outperform ➝ Market Perform
1/30/2023	DASH DoorDash	Initiated Coverage	$207.00	$79.00	Outperform