| Date | Company Name | Action | Current
Price | Price
Target | Rating | Impact on
Share Price |
|---|
| 1/31/2025 | EA Electronic Arts | Upgrade | $132.00 | $145.00 | Neutral ➝ Buy | High |
| 1/23/2025 | CCI Crown Castle | Lower Price Target | $90.00 | $127.00 ➝ $105.00 | | Low |
| 1/21/2025 | WBD Warner Bros. Discovery | Upgrade | $10.00 | $9.00 ➝ $13.00 | Neutral ➝ Buy | Low |
| 1/21/2025 | FOX FOX | Downgrade | $50.00 | | Strong-Buy ➝ Hold | Low |
| 1/21/2025 | FOXA FOX | Downgrade | $53.00 | $51.00 ➝ $52.00 | Buy ➝ Neutral | Low |
| 1/10/2025 | ROKU Roku | Downgrade | $81.00 | $55.00 | Neutral ➝ Sell | Low |
| 1/7/2025 | AAPL Apple | Reiterated Rating | $233.00 | $202.00 ➝ $188.00 | Neutral ➝ Sell | Medium |
| 11/26/2024 | ETSY Etsy | Boost Price Target | $55.00 | $60.00 ➝ $61.00 | Neutral ➝ Neutral | N/A |
| 11/26/2024 | SHOP Shopify | Boost Price Target | $119.00 | $86.00 ➝ $99.00 | Neutral ➝ Neutral | N/A |
| 11/26/2024 | AMZN Amazon.com | Boost Price Target | $239.00 | $235.00 ➝ $248.00 | Buy ➝ Buy | N/A |
| 11/19/2024 | AAPL Apple | Lower Price Target | $233.00 | $211.00 ➝ $202.00 | Neutral | N/A |
| 10/1/2024 | ROKU Roku | Upgrade | $81.00 | $80.00 | Sell ➝ Neutral | Medium |
| 9/26/2024 | FLUT Flutter Entertainment | Boost Price Target | $266.00 | $245.00 ➝ $275.00 | Buy ➝ Buy | Low |
| 9/23/2024 | TTD Trade Desk | Initiated Coverage | $115.00 | $100.00 | Neutral | Low |
| 9/5/2024 | FYBR Frontier Communications Parent | Downgrade | $36.00 | | Strong-Buy ➝ Hold | Low |
| 8/19/2024 | AAPL Apple | Initiated Coverage | $233.00 | $211.00 | Neutral | Low |
| 8/15/2024 | T AT&T | Boost Price Target | $24.00 | $17.00 ➝ $18.00 | Neutral ➝ Neutral | Low |
| 8/8/2024 | WBD Warner Bros. Discovery | Lower Price Target | $10.00 | $10.00 ➝ $9.00 | Neutral ➝ Neutral | N/A |
| 8/7/2024 | LUMN Lumen Technologies | Boost Price Target | $5.00 | $1.00 ➝ $3.00 | Sell ➝ Sell | Low |
| 7/2/2024 | DIS Walt Disney | Lower Price Target | $112.00 | $130.00 ➝ $125.00 | Buy ➝ Buy | Low |
| 6/6/2024 | SHOP Shopify | Downgrade | $119.00 | $74.00 ➝ $65.00 | Buy ➝ Neutral | Low |
| 5/10/2024 | RBLX Roblox | Upgrade | $67.00 | $31.00 ➝ $26.00 | Sell ➝ Neutral | Low |
| 5/6/2024 | FLUT Flutter Entertainment | Initiated Coverage | $266.00 | $240.00 | Buy | Low |
| 4/17/2024 | OMC Omnicom Group | Boost Price Target | $84.00 | $89.00 ➝ $93.00 | Neutral ➝ Neutral | Low |
| 4/11/2024 | CART Maplebear | Reiterated Rating | $49.00 | $36.00 ➝ $37.00 | Neutral ➝ Neutral | Low |
| 4/11/2024 | UBER Uber Technologies | Reiterated Rating | $70.00 | $92.00 | Buy ➝ Buy | Low |
| 4/11/2024 | DASH DoorDash | Upgrade | $196.00 | $118.00 ➝ $164.00 | Neutral ➝ Buy | Low |
| 4/11/2024 | AMZN Amazon.com | Reiterated Rating | $239.00 | $228.00 | Buy ➝ Buy | Low |
| 3/28/2024 | DKNG DraftKings | Boost Price Target | $42.00 | $52.00 ➝ $55.00 | Buy ➝ Buy | Low |
| 3/5/2024 | CABO Cable One | Upgrade | $281.00 | $615.00 | Neutral ➝ Buy | Low |
| 2/14/2024 | LYFT Lyft | Upgrade | $14.00 | | Sell ➝ Neutral | Low |
| 2/5/2024 | TTWO Take-Two Interactive Software | Downgrade | $183.00 | $169.00 ➝ $167.00 | Buy ➝ Neutral | Low |
| 1/29/2024 | TKO TKO Group | Initiated Coverage | $161.00 | $95.00 | Neutral | Low |
| 1/9/2024 | PARA Paramount Global | Upgrade | $11.00 | $13.00 | Sell ➝ Neutral | Low |
| 12/15/2023 | ROKU Roku | Downgrade | $81.00 | $64.00 ➝ $66.00 | Market Perform ➝ Sell | Low |
| 12/6/2023 | NTDOY Nintendo | Initiated Coverage | $18.00 | | Buy | Low |
| 10/31/2023 | LYFT Lyft | Downgrade | $14.00 | $7.00 | Market Perform ➝ Sell | Low |
| 10/31/2023 | ROKU Roku | Upgrade | $81.00 | $55.00 | Sell ➝ Market Perform | Low |
| 10/24/2023 | DKNG DraftKings | Upgrade | $42.00 | $37.00 | Hold ➝ Buy | Low |
| 10/23/2023 | CART Maplebear | Initiated Coverage | $49.00 | $30.00 | Market Perform | Low |
| 9/18/2023 | PYPL PayPal | Reiterated Rating | $79.00 | $75.00 | Outperform ➝ Market Perform | Low |
| 9/15/2023 | DASH DoorDash | Downgrade | $196.00 | | Outperform ➝ Market Perform | Low |
| 9/14/2023 | LAW CS Disco | Downgrade | $5.00 | $9.00 | Outperform ➝ Market Perform | Low |
| 7/27/2023 | NOW ServiceNow | Boost Price Target | $1,023.00 | $549.00 ➝ $600.00 | Outperform | Low |
| 7/24/2023 | SHOP Shopify | Upgrade | $119.00 | $76.00 | Market Perform ➝ Outperform | Low |
| 6/23/2023 | W Wayfair | Upgrade | $47.00 | $44.00 | Underperform ➝ Market Perform | Low |
| 6/14/2023 | FOUR Shift4 Payments | Upgrade | $120.00 | $75.00 ➝ $80.00 | Market Perform ➝ Outperform | Low |
| 6/6/2023 | T AT&T | Upgrade | $24.00 | $17.00 | Underperform ➝ Market Perform | Low |
| 5/23/2023 | ZM Zoom Video Communications | Upgrade | $87.00 | $85.00 | Underperform ➝ Market Perform | Low |
| 5/10/2023 | LZ LegalZoom.com | Upgrade | $9.00 | $12.00 | Underperform ➝ Market Perform | Low |
| 4/26/2023 | MSFT Microsoft | Boost Price Target | $416.00 | $263.00 ➝ $306.00 | Market Perform | Low |
| 4/24/2023 | AMZN Amazon.com | Lower Price Target | $239.00 | $119.00 ➝ $116.00 | Outperform | Low |
| 4/10/2023 | CWAN Clearwater Analytics | Initiated Coverage | $29.00 | $19.50 | Outperform | Low |
| 3/30/2023 | CCI Crown Castle | Upgrade | $90.00 | $161.00 ➝ $155.00 | Market Perform ➝ Outperform | Low |
| 3/30/2023 | AMT American Tower | Upgrade | $190.00 | $244.00 ➝ $234.00 | Market Perform ➝ Outperform | Low |
| 3/30/2023 | SBAC SBA Communications | Upgrade | $205.00 | $330.00 ➝ $312.00 | Market Perform ➝ Outperform | Low |
| 3/7/2023 | LSPD Lightspeed Commerce | Downgrade | $13.00 | $23.00 ➝ $17.00 | Outperform ➝ Market Perform | Low |
| 3/2/2023 | OKTA Okta | Boost Price Target | $97.00 | $71.00 ➝ $85.00 | Underperform | Low |
| 2/13/2023 | CFLT Confluent | Initiated Coverage | $30.00 | $36.00 | Outperform | Low |
| 2/13/2023 | HCP HashiCorp | Initiated Coverage | $34.00 | $43.00 | Outperform | N/A |
| 2/10/2023 | IPG Interpublic Group of Companies | Downgrade | $28.00 | $36.00 ➝ $37.00 | Outperform ➝ Market Perform | Low |
| 2/6/2023 | TMUS T-Mobile US | Reiterated Rating | $247.00 | $174.00 | Outperform ➝ Market Perform | Low |
| 1/30/2023 | LYFT Lyft | Initiated Coverage | $14.00 | $15.00 | Market Perform | Low |
| 1/30/2023 | UBER Uber Technologies | Initiated Coverage | $70.00 | $47.00 | Outperform | Low |
| 1/30/2023 | DASH DoorDash | Initiated Coverage | $196.00 | $79.00 | Outperform | Low |
| 1/27/2023 | TTWO Take-Two Interactive Software | Upgrade | $183.00 | $140.00 | Market Perform ➝ Outperform | Low |
| 1/24/2023 | IBM International Business Machines | Upgrade | $253.00 | $140.00 | Underperform ➝ Market Perform | Low |
| 1/20/2023 | NFLX Netflix | Boost Price Target | $1,016.00 | $240.00 ➝ $250.00 | Market Perform | Low |
| 1/19/2023 | DXC DXC Technology | Downgrade | $22.00 | $32.00 ➝ $28.00 | Market Perform ➝ Underperform | Low |
| 1/19/2023 | CTSH Cognizant Technology Solutions | Downgrade | $87.00 | $70.00 ➝ $60.00 | Market Perform ➝ Underperform | Low |
| 1/19/2023 | IBM International Business Machines | Upgrade | $253.00 | $140.00 | Underperform ➝ Market Perform | Low |
| 1/9/2023 | PYCR Paycor HCM | Initiated Coverage | $22.00 | $28.00 | Market Perform | Low |
| 1/9/2023 | CDAY Ceridian HCM | Initiated Coverage | $66.00 | $68.00 | Market Perform | Low |
| 1/9/2023 | WDAY Workday | Initiated Coverage | $278.00 | $245.00 | Outperform | Low |
| 1/9/2023 | PAYC Paycom Software | Initiated Coverage | $205.00 | $310.00 | Underperform | Low |
| 12/19/2022 | T AT&T | Reiterated Rating | $24.00 | $17.00 | Market Perform ➝ Underperform | Low |
| 12/19/2022 | VZ Verizon Communications | Upgrade | $40.00 | $41.00 | Underperform ➝ Market Perform | Low |
| 12/2/2022 | SMAR Smartsheet | Lower Price Target | $56.00 | $45.00 | | Low |
| 12/2/2022 | FOUR Shift4 Payments | Boost Price Target | $120.00 | $50.00 | | Low |
| 12/2/2022 | PAYX Paychex | Boost Price Target | $150.00 | $130.00 | | Low |
| 11/24/2022 | ADSK Autodesk | Lower Price Target | $308.00 | $177.00 | | Low |
| 11/22/2022 | ZM Zoom Video Communications | Lower Price Target | $87.00 | $85.00 ➝ $80.00 | Underperform | Low |
| 11/21/2022 | DIS Walt Disney | Upgrade | $112.00 | $120.00 | Market Perform ➝ Outperform | Low |
| 11/17/2022 | CCOI Cogent Communications | Boost Price Target | $80.00 | $93.00 | | Low |
| 11/15/2022 | SHOP Shopify | Initiated Coverage | $119.00 | $30.00 | Market Perform | Low |
| 11/15/2022 | W Wayfair | Initiated Coverage | $47.00 | $20.00 | Underperform | Low |
| 11/15/2022 | RNG RingCentral | Lower Price Target | $35.00 | $55.00 | | Low |
| 11/15/2022 | CHWY Chewy | Initiated Coverage | $39.00 | $33.00 | Market Perform | Low |
| 11/15/2022 | EBAY eBay | Initiated Coverage | $68.00 | $44.00 | Market Perform | Low |
| 11/15/2022 | FIVN Five9 | Lower Price Target | $42.00 | $60.00 | | Low |
| 11/15/2022 | AMZN Amazon.com | Initiated Coverage | $239.00 | $118.00 | Outperform | Low |
| 11/15/2022 | ETSY Etsy | Initiated Coverage | $55.00 | $116.00 | Market Perform | Low |
| 11/4/2022 | GPN Global Payments | Lower Price Target | $111.00 | $135.00 | | Low |
| 11/1/2022 | FI Fiserv | Lower Price Target | $231.00 | $140.00 | | Low |
| 11/1/2022 | MA Mastercard | Lower Price Target | $567.00 | $420.00 | | Low |
| 10/27/2022 | NOW ServiceNow | Upgrade | $1,023.00 | $549.00 | Market Perform ➝ Outperform | Low |
| 10/3/2022 | RBLX Roblox | Initiated Coverage | $67.00 | $19.00 | Underperform | Low |
| 9/29/2022 | LUMN Lumen Technologies | Lower Price Target | $5.00 | $6.00 | | Low |
| 9/29/2022 | FYBR Frontier Communications Parent | Lower Price Target | $36.00 | $29.00 | | Low |
| 9/28/2022 | FYBR Frontier Communications Parent | Reiterated Rating | $36.00 | | Buy | Low |
