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
6/11/2026	INTC Intel	Downgrade	$117.00		Neutral
6/11/2026	CHWY Chewy	Set Price Target	$19.00	$28.00
6/11/2026	ORCL Oracle	Set Price Target	$184.00	$325.00
6/8/2026	BXDC Blackstone Digital Infrastructure Trust	Initiated Coverage	$22.00	$21.00	Neutral
6/8/2026	BXDC Blackstone Digital Infrastructure Trust	Initiated Coverage	$22.00	$21.00	Neutral
4/24/2026	FLUT Flutter Entertainment	Downgrade	$111.00	$127.00	Buy ➝ Neutral
4/24/2026	DKNG DraftKings	Downgrade	$30.00	$38.00 ➝ $27.00	Buy ➝ Neutral
4/15/2026	DASH DoorDash	Set Price Target	$155.00	$276.00
4/14/2026	NFLX Netflix	Boost Price Target	$81.00	$115.00 ➝ $120.00	Buy ➝ Buy
4/8/2026	TMUS T-Mobile US	Upgrade	$186.00	$254.00	Neutral ➝ Buy
4/7/2026	AMZN Amazon.com	Boost Price Target	$242.00	$283.00 ➝ $288.00	Buy
3/8/2026	WBD Warner Bros. Discovery	Upgrade	$27.00		Hold ➝ Strong-Buy
3/6/2026	WBD Warner Bros. Discovery	Downgrade	$27.00	$31.00	Buy ➝ Hold
2/26/2026	TTD Trade Desk	Reiterated Rating	$19.00	$32.00	Neutral ➝ Neutral
2/25/2026	AAPL Apple	Boost Price Target	$296.00	$241.00 ➝ $270.00	Neutral
2/13/2026	ROKU Roku	Reiterated Rating	$120.00	$100.00	Neutral ➝ Neutral
2/9/2026	SHOP Shopify	Upgrade	$110.00	$150.00	Neutral ➝ Buy
2/9/2026	SHOP Shopify	Set Price Target	$110.00	$122.00 ➝ $150.00	Neutral ➝ Buy
2/5/2026	GOOGL Alphabet	Boost Price Target	$358.00	$305.00 ➝ $350.00	Buy ➝ Buy
1/30/2026	WBD Warner Bros. Discovery	Boost Price Target	$27.00	$26.00 ➝ $31.00	Buy ➝ Buy
1/27/2026	UMGNF Universal Music Group	Initiated Coverage	$21.00		Buy
1/27/2026	SIRI Sirius XM	Initiated Coverage	$28.00	$21.00	Neutral
1/27/2026	WMG Warner Music Group	Initiated Coverage	$29.00	$38.00	Buy
1/27/2026	SIRI Sirius XM	Initiated Coverage	$28.00	$21.00	Hold
1/27/2026	WMG Warner Music Group	Initiated Coverage	$29.00	$38.00	Buy
1/27/2026	SPOT Spotify Technology	Initiated Coverage	$486.00	$487.00	Neutral
1/22/2026	LYV Live Nation Entertainment	Lower Price Target	$172.00	$185.00 ➝ $180.00	Buy ➝ Buy
1/21/2026	NFLX Netflix	Lower Price Target	$81.00	$140.00 ➝ $115.00	Buy ➝ Buy
1/20/2026	CNK Cinemark	Upgrade	$34.00	$30.00	Neutral ➝ Buy
1/12/2026	TTD Trade Desk	Upgrade	$19.00	$39.00	Sell ➝ Neutral
1/12/2026	STNG Scorpio Tankers	Upgrade	$76.00		Neutral
12/29/2025	DDOG Datadog	Reiterated Rating	$234.00		Buy ➝ Buy
12/12/2025	DLR Digital Realty Trust	Boost Price Target	$183.00	$166.00 ➝ $172.00	Neutral ➝ Neutral
11/25/2025	GOOGL Alphabet	Boost Price Target	$358.00	$305.00 ➝ $315.00	Buy ➝ Buy
11/13/2025	CMCSA Comcast	Lower Price Target	$24.00	$58.00 ➝ $53.00	Buy ➝ Buy
11/12/2025	NFLX Netflix	Reiterated Rating	$81.00		Buy ➝ Buy
11/7/2025	WBD Warner Bros. Discovery	Boost Price Target	$27.00	$23.00 ➝ $26.00	Buy ➝ Buy
10/30/2025	GOOGL Alphabet	Boost Price Target	$358.00	$295.00 ➝ $305.00	Buy ➝ Buy
10/29/2025	ETSY Etsy	Reiterated Rating	$69.00		Neutral ➝ Neutral
10/6/2025	DLR Digital Realty Trust	Boost Price Target	$183.00	$163.00 ➝ $166.00	Neutral ➝ Neutral
10/2/2025	TMUS T-Mobile US	Boost Price Target	$186.00	$210.00 ➝ $230.00	Neutral ➝ Neutral
9/25/2025	CHWY Chewy	Upgrade	$19.00	$48.00	Neutral ➝ Buy
9/25/2025	GOOGL Alphabet	Boost Price Target	$358.00	$230.00 ➝ $295.00	Buy ➝ Buy
9/22/2025	WBD Warner Bros. Discovery	Boost Price Target	$27.00	$14.00 ➝ $23.00	Buy ➝ Buy
9/12/2025	CMCSA Comcast	Boost Price Target	$24.00	$56.00 ➝ $58.00	Buy ➝ Buy
9/4/2025	AAPL Apple	Upgrade	$296.00	$225.00	Sell ➝ Neutral
8/19/2025	CRWV CoreWeave	Boost Price Target	$96.00	$56.00 ➝ $65.00	Neutral ➝ Neutral
8/18/2025	LYV Live Nation Entertainment	Initiated Coverage	$172.00	$195.00	Buy
8/8/2025	TTD Trade Desk	Downgrade	$19.00	$45.00	Neutral ➝ Sell
6/24/2025	AMZN Amazon.com	Boost Price Target	$242.00	$250.00 ➝ $253.00	Buy
6/12/2025	CMCSA Comcast	Boost Price Target	$24.00	$56.00 ➝ $58.00	Buy
6/2/2025	CMCSA Comcast	Lower Price Target	$24.00	$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	$96.00	$43.00	Neutral
5/1/2025	META Meta Platforms	Boost Price Target	$568.00	$525.00 ➝ $605.00	Buy
4/18/2025	NFLX Netflix	Reiterated Rating	$81.00	$110.00 ➝ $115.00	Buy ➝ Buy
4/7/2025	CMCSA Comcast	Lower Price Target	$24.00	$58.00 ➝ $57.00	Buy
3/17/2025	NFLX Netflix	Upgrade	$81.00	$85.00 ➝ $110.00	Neutral ➝ Buy
3/4/2025	ROKU Roku	Upgrade	$120.00	$70.00	Sell ➝ Neutral
2/7/2025	RBLX Roblox	Downgrade	$43.00	$34.00	Neutral ➝ Sell
2/7/2025	TTWO Take-Two Interactive Software	Boost Price Target	$212.00	$156.00 ➝ $170.00	Neutral ➝ Neutral
2/5/2025	EQIX Equinix	Upgrade	$1,043.00		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	$92.00	$127.00 ➝ $105.00
1/21/2025	WBD Warner Bros. Discovery	Upgrade	$27.00	$9.00 ➝ $13.00	Neutral ➝ Buy
1/21/2025	FOX FOX	Downgrade	$61.00		Strong-Buy ➝ Hold
1/21/2025	FOXA FOX	Downgrade	$68.00	$51.00 ➝ $52.00	Buy ➝ Neutral
1/10/2025	ROKU Roku	Downgrade	$120.00	$55.00	Neutral ➝ Sell
1/7/2025	AAPL Apple	Reiterated Rating	$296.00	$202.00 ➝ $188.00	Neutral ➝ Sell
11/26/2024	ETSY Etsy	Boost Price Target	$69.00	$60.00 ➝ $61.00	Neutral ➝ Neutral
11/26/2024	SHOP Shopify	Boost Price Target	$110.00	$86.00 ➝ $99.00	Neutral ➝ Neutral
11/26/2024	AMZN Amazon.com	Boost Price Target	$242.00	$235.00 ➝ $248.00	Buy ➝ Buy
11/19/2024	AAPL Apple	Lower Price Target	$296.00	$211.00 ➝ $202.00	Neutral
10/1/2024	ROKU Roku	Upgrade	$120.00	$80.00	Sell ➝ Neutral
9/26/2024	FLUT Flutter Entertainment	Boost Price Target	$111.00	$245.00 ➝ $275.00	Buy ➝ Buy
9/23/2024	TTD Trade Desk	Initiated Coverage	$19.00	$100.00	Neutral
8/19/2024	AAPL Apple	Initiated Coverage	$296.00	$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	$27.00	$10.00 ➝ $9.00	Neutral ➝ Neutral
8/7/2024	LUMN Lumen Technologies	Boost Price Target	$8.00	$1.00 ➝ $3.00	Sell ➝ Sell
7/2/2024	DIS Walt Disney	Lower Price Target	$100.00	$130.00 ➝ $125.00	Buy ➝ Buy
6/6/2024	SHOP Shopify	Downgrade	$110.00	$74.00 ➝ $65.00	Buy ➝ Neutral
5/10/2024	RBLX Roblox	Upgrade	$43.00	$31.00 ➝ $26.00	Sell ➝ Neutral
5/6/2024	FLUT Flutter Entertainment	Initiated Coverage	$111.00	$240.00	Buy
4/17/2024	OMC Omnicom Group	Boost Price Target	$76.00	$89.00 ➝ $93.00	Neutral ➝ Neutral
4/11/2024	CART Maplebear	Reiterated Rating	$42.00	$36.00 ➝ $37.00	Neutral ➝ Neutral
4/11/2024	UBER Uber Technologies	Reiterated Rating	$70.00	$92.00	Buy ➝ Buy
4/11/2024	DASH DoorDash	Upgrade	$155.00	$118.00 ➝ $164.00	Neutral ➝ Buy
4/11/2024	AMZN Amazon.com	Reiterated Rating	$242.00	$228.00	Buy ➝ Buy
3/28/2024	DKNG DraftKings	Boost Price Target	$30.00	$52.00 ➝ $55.00	Buy ➝ Buy
3/5/2024	CABO Cable One	Upgrade	$42.00	$615.00	Neutral ➝ Buy
2/14/2024	LYFT Lyft	Upgrade	$14.00		Sell ➝ Neutral
2/5/2024	TTWO Take-Two Interactive Software	Downgrade	$212.00	$169.00 ➝ $167.00	Buy ➝ Neutral
1/29/2024	TKO TKO Group	Initiated Coverage	$214.00	$95.00	Neutral
12/15/2023	ROKU Roku	Downgrade	$120.00	$64.00 ➝ $66.00	Market Perform ➝ Sell
12/6/2023	NTDOY Nintendo	Initiated Coverage	$11.00		Buy
10/31/2023	LYFT Lyft	Downgrade	$14.00	$7.00	Market Perform ➝ Sell
10/31/2023	ROKU Roku	Upgrade	$120.00	$55.00	Sell ➝ Market Perform
10/24/2023	DKNG DraftKings	Upgrade	$30.00	$37.00	Hold ➝ Buy
10/23/2023	CART Maplebear	Initiated Coverage	$42.00	$30.00	Market Perform