| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 11/25/2025 | GOOGL Alphabet | Boost Price Target | $318.00 | $305.00 ➝ $315.00 | Buy ➝ Buy |
| 11/13/2025 | CMCSA Comcast | Lower Price Target | $27.00 | $58.00 ➝ $53.00 | Buy ➝ Buy |
| 11/12/2025 | NFLX Netflix | Reiterated Rating | $103.00 | | Buy ➝ Buy |
| 11/7/2025 | WBD Warner Bros. Discovery | Boost Price Target | $25.00 | $23.00 ➝ $26.00 | Buy ➝ Buy |
| 10/30/2025 | GOOGL Alphabet | Boost Price Target | $318.00 | $295.00 ➝ $305.00 | Buy ➝ Buy |
| 10/29/2025 | ETSY Etsy | Reiterated Rating | $52.00 | | Neutral ➝ Neutral |
| 10/6/2025 | DLR Digital Realty Trust | Boost Price Target | $161.00 | $163.00 ➝ $166.00 | Neutral ➝ Neutral |
| 10/2/2025 | TMUS T-Mobile US | Boost Price Target | $208.00 | $210.00 ➝ $230.00 | Neutral ➝ Neutral |
| 9/25/2025 | CHWY Chewy | Upgrade | $33.00 | $48.00 | Neutral ➝ Buy |
| 9/25/2025 | GOOGL Alphabet | Boost Price Target | $318.00 | $230.00 ➝ $295.00 | Buy ➝ Buy |
| 9/22/2025 | WBD Warner Bros. Discovery | Boost Price Target | $25.00 | $14.00 ➝ $23.00 | Buy ➝ Buy |
| 9/12/2025 | CMCSA Comcast | Boost Price Target | $27.00 | $56.00 ➝ $58.00 | Buy ➝ Buy |
| 9/4/2025 | AAPL Apple | Upgrade | $281.00 | $225.00 | Sell ➝ Neutral |
| 8/19/2025 | CRWV CoreWeave | Boost Price Target | $86.00 | $56.00 ➝ $65.00 | Neutral ➝ Neutral |
| 8/18/2025 | LYV Live Nation Entertainment | Initiated Coverage | $140.00 | $195.00 | Buy |
| 8/8/2025 | TTD Trade Desk | Downgrade | $39.00 | $45.00 | Neutral ➝ Sell |
| 6/24/2025 | AMZN Amazon.com | Boost Price Target | $229.00 | $250.00 ➝ $253.00 | Buy |
| 6/12/2025 | CMCSA Comcast | Boost Price Target | $27.00 | $56.00 ➝ $58.00 | Buy |
| 6/2/2025 | CMCSA Comcast | Lower Price Target | $27.00 | $57.00 ➝ $56.00 | Buy |
| 5/7/2025 | EA Electronic Arts | Reiterated Rating | $203.00 | $163.00 | Buy ➝ Neutral |
| 5/5/2025 | CRWV CoreWeave | Initiated Coverage | $86.00 | $43.00 | Neutral |
| 5/1/2025 | META Meta Platforms | Boost Price Target | $662.00 | $525.00 ➝ $605.00 | Buy |
| 4/18/2025 | NFLX Netflix | Reiterated Rating | $103.00 | $110.00 ➝ $115.00 | Buy ➝ Buy |
| 4/7/2025 | CMCSA Comcast | Lower Price Target | $27.00 | $58.00 ➝ $57.00 | Buy |
| 3/17/2025 | NFLX Netflix | Upgrade | $103.00 | $85.00 ➝ $110.00 | Neutral ➝ Buy |
| 3/4/2025 | ROKU Roku | Upgrade | $95.00 | $70.00 | Sell ➝ Neutral |
| 2/7/2025 | TTWO Take-Two Interactive Software | Boost Price Target | $248.00 | $156.00 ➝ $170.00 | Neutral ➝ Neutral |
| 2/7/2025 | RBLX Roblox | Downgrade | $95.00 | $34.00 | Neutral ➝ Sell |
| 2/5/2025 | EQIX Equinix | Upgrade | $726.00 | | Hold ➝ Strong-Buy |
| 1/31/2025 | EA Electronic Arts | Upgrade | $203.00 | $145.00 | Neutral ➝ Buy |
| 1/23/2025 | CCI Crown Castle | Lower Price Target | $89.00 | $127.00 ➝ $105.00 | |
| 1/21/2025 | WBD Warner Bros. Discovery | Upgrade | $25.00 | $9.00 ➝ $13.00 | Neutral ➝ Buy |
| 1/21/2025 | FOX FOX | Downgrade | $60.00 | | Strong-Buy ➝ Hold |
| 1/21/2025 | FOXA FOX | Downgrade | $68.00 | $51.00 ➝ $52.00 | Buy ➝ Neutral |
| 1/10/2025 | ROKU Roku | Downgrade | $95.00 | $55.00 | Neutral ➝ Sell |
| 1/7/2025 | AAPL Apple | Reiterated Rating | $281.00 | $202.00 ➝ $188.00 | Neutral ➝ Sell |
| 11/26/2024 | ETSY Etsy | Boost Price Target | $52.00 | $60.00 ➝ $61.00 | Neutral ➝ Neutral |
| 11/26/2024 | SHOP Shopify | Boost Price Target | $162.00 | $86.00 ➝ $99.00 | Neutral ➝ Neutral |
| 11/26/2024 | AMZN Amazon.com | Boost Price Target | $229.00 | $235.00 ➝ $248.00 | Buy ➝ Buy |
| 11/19/2024 | AAPL Apple | Lower Price Target | $281.00 | $211.00 ➝ $202.00 | Neutral |
| 10/1/2024 | ROKU Roku | Upgrade | $95.00 | $80.00 | Sell ➝ Neutral |
| 9/26/2024 | FLUT Flutter Entertainment | Boost Price Target | $211.00 | $245.00 ➝ $275.00 | Buy ➝ Buy |
| 9/23/2024 | TTD Trade Desk | Initiated Coverage | $39.00 | $100.00 | Neutral |
| 9/5/2024 | FYBR Frontier Communications Parent | Downgrade | $38.00 | | Strong-Buy ➝ Hold |
| 8/19/2024 | AAPL Apple | Initiated Coverage | $281.00 | $211.00 | Neutral |
| 8/15/2024 | T AT&T | Boost Price Target | $25.00 | $17.00 ➝ $18.00 | Neutral ➝ Neutral |
| 8/8/2024 | WBD Warner Bros. Discovery | Lower Price Target | $25.00 | $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 | $105.00 | $130.00 ➝ $125.00 | Buy ➝ Buy |
| 6/6/2024 | SHOP Shopify | Downgrade | $162.00 | $74.00 ➝ $65.00 | Buy ➝ Neutral |
| 5/10/2024 | RBLX Roblox | Upgrade | $95.00 | $31.00 ➝ $26.00 | Sell ➝ Neutral |
| 5/6/2024 | FLUT Flutter Entertainment | Initiated Coverage | $211.00 | $240.00 | Buy |
| 4/17/2024 | OMC Omnicom Group | Boost Price Target | $70.00 | $89.00 ➝ $93.00 | Neutral ➝ Neutral |
| 4/11/2024 | CART Maplebear | Reiterated Rating | $43.00 | $36.00 ➝ $37.00 | Neutral ➝ Neutral |
| 4/11/2024 | UBER Uber Technologies | Reiterated Rating | $91.00 | $92.00 | Buy ➝ Buy |
| 4/11/2024 | DASH DoorDash | Upgrade | $221.00 | $118.00 ➝ $164.00 | Neutral ➝ Buy |
| 4/11/2024 | AMZN Amazon.com | Reiterated Rating | $229.00 | $228.00 | Buy ➝ Buy |
| 3/28/2024 | DKNG DraftKings | Boost Price Target | $35.00 | $52.00 ➝ $55.00 | Buy ➝ Buy |
| 3/5/2024 | CABO Cable One | Upgrade | $123.00 | $615.00 | Neutral ➝ Buy |
| 2/14/2024 | LYFT Lyft | Upgrade | $23.00 | | Sell ➝ Neutral |
| 2/5/2024 | TTWO Take-Two Interactive Software | Downgrade | $248.00 | $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 | $95.00 | $64.00 ➝ $66.00 | Market Perform ➝ Sell |
| 12/6/2023 | NTDOY Nintendo | Initiated Coverage | $21.00 | | Buy |
| 10/31/2023 | LYFT Lyft | Downgrade | $23.00 | $7.00 | Market Perform ➝ Sell |
| 10/31/2023 | ROKU Roku | Upgrade | $95.00 | $55.00 | Sell ➝ Market Perform |
| 10/24/2023 | DKNG DraftKings | Upgrade | $35.00 | $37.00 | Hold ➝ Buy |
| 10/23/2023 | CART Maplebear | Initiated Coverage | $43.00 | $30.00 | Market Perform |
| 9/18/2023 | PYPL PayPal | Reiterated Rating | $62.00 | $75.00 | Outperform ➝ Market Perform |
| 9/15/2023 | DASH DoorDash | Downgrade | $221.00 | | Outperform ➝ Market Perform |
| 9/14/2023 | LAW CS Disco | Downgrade | $7.00 | $9.00 | Outperform ➝ Market Perform |
| 7/27/2023 | NOW ServiceNow | Boost Price Target | $838.00 | $549.00 ➝ $600.00 | Outperform |
| 7/24/2023 | SHOP Shopify | Upgrade | $162.00 | $76.00 | Market Perform ➝ Outperform |
| 6/23/2023 | W Wayfair | Upgrade | $95.00 | $44.00 | Underperform ➝ Market Perform |
| 6/14/2023 | FOUR Shift4 Payments | Upgrade | $69.00 | $75.00 ➝ $80.00 | Market Perform ➝ Outperform |
| 6/6/2023 | T AT&T | Upgrade | $25.00 | $17.00 | Underperform ➝ Market Perform |
| 5/23/2023 | ZM Zoom Communications | Upgrade | $87.00 | $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 | $229.00 | $119.00 ➝ $116.00 | Outperform |
| 4/10/2023 | CWAN Clearwater Analytics | Initiated Coverage | $22.00 | $19.50 | Outperform |
| 3/30/2023 | SBAC SBA Communications | Upgrade | $190.00 | $330.00 ➝ $312.00 | Market Perform ➝ Outperform |
| 3/30/2023 | AMT American Tower | Upgrade | $179.00 | $244.00 ➝ $234.00 | Market Perform ➝ Outperform |
| 3/30/2023 | CCI Crown Castle | Upgrade | $89.00 | $161.00 ➝ $155.00 | Market Perform ➝ Outperform |
| 3/7/2023 | LSPD Lightspeed Commerce | Downgrade | $11.00 | $23.00 ➝ $17.00 | Outperform ➝ Market Perform |
| 3/2/2023 | OKTA Okta | Boost Price Target | $86.00 | $71.00 ➝ $85.00 | Underperform |
| 2/13/2023 | CFLT Confluent | Initiated Coverage | $23.00 | $36.00 | Outperform |
| 2/10/2023 | IPG Interpublic Group of Companies | Downgrade | $25.00 | $36.00 ➝ $37.00 | Outperform ➝ Market Perform |
| 2/6/2023 | TMUS T-Mobile US | Reiterated Rating | $208.00 | $174.00 | Outperform ➝ Market Perform |
| 1/30/2023 | DASH DoorDash | Initiated Coverage | $221.00 | $79.00 | Outperform |
| 1/30/2023 | UBER Uber Technologies | Initiated Coverage | $91.00 | $47.00 | Outperform |
| 1/30/2023 | LYFT Lyft | Initiated Coverage | $23.00 | $15.00 | Market Perform |
| 1/27/2023 | TTWO Take-Two Interactive Software | Upgrade | $248.00 | $140.00 | Market Perform ➝ Outperform |
| 1/24/2023 | IBM International Business Machines | Upgrade | $308.00 | $140.00 | Underperform ➝ Market Perform |
| 1/20/2023 | NFLX Netflix | Boost Price Target | $103.00 | $24.00 ➝ $25.00 | Market Perform |
| 1/19/2023 | IBM International Business Machines | Upgrade | $308.00 | $140.00 | Underperform ➝ Market Perform |
| 1/19/2023 | CTSH Cognizant Technology Solutions | Downgrade | $80.00 | $70.00 ➝ $60.00 | Market Perform ➝ Underperform |
| 1/19/2023 | DXC DXC Technology | Downgrade | $14.00 | $32.00 ➝ $28.00 | Market Perform ➝ Underperform |
| 1/9/2023 | PAYC Paycom Software | Initiated Coverage | $166.00 | $310.00 | Underperform |
| 1/9/2023 | WDAY Workday | Initiated Coverage | $217.00 | $245.00 | Outperform |
