Downgrades Neutral Sell X

AAPL Apple

MoffettNathanson

$188

Reiterated Neutral X

AAPL Apple

MoffettNathanson

$211 $202

Initiated Neutral X

AAPL Apple

MoffettNathanson

$211

Initiated Buy X

ACN Accenture

MoffettNathanson

Initiated Hold X

ADBE Adobe

MoffettNathanson

$354

Initiated Buy X

ADP Automatic Data

MoffettNathanson

$180

Initiated Sell X

ADSK Autodesk

MoffettNathanson

$206

Initiated Neutral X

AFRM Affirm

MoffettNathanson

$50

Upgrades Sell Neutral X

AMCX AMC Networks

MoffettNathanson

Upgrades Mkt Perform Outperform X

AMT American Tower

MoffettNathanson

$244 $234

Downgrades Buy Neutral X

AMT American Tower

MoffettNathanson

Reiterated Outperform X

AMZN Amazon

MoffettNathanson

$119 $116

Initiated Outperform X

AMZN Amazon

MoffettNathanson

$118

Initiated Market Perform X

ASAN Asana

MoffettNathanson

$26

Downgrades Outperform Mkt Perform X

ATVI Activision Blizzard

MoffettNathanson

$91 $95

Upgrades Neutral Buy X

ATVI Activision Blizzard

MoffettNathanson

$95

Initiated Buy X

ATVI Activision Blizzard

MoffettNathanson

$124

Upgrades Sell Neutral X

BBY Best Buy

MoffettNathanson

Upgrades Neutral Buy X

CABO Cable ONE

MoffettNathanson

$615

Upgrades Sell Neutral X

CABO Cable ONE

MoffettNathanson

Initiated Market Perform X

CART Instacart

MoffettNathanson

$30

Upgrades Neutral Buy X

CBS CBS

MoffettNathanson

Upgrades Mkt Perform Outperform X

CCI Crown Castle

MoffettNathanson

$161 $155

Downgrades Buy Neutral X

CCI Crown Castle

MoffettNathanson

Upgrades Neutral Buy X

CCOI Cogent Communications

MoffettNathanson

$63 $69

Initiated Market Perform X

CDAY Ceridian HCM

MoffettNathanson

$68

Initiated Outperform X

CFLT Confluent

MoffettNathanson

$36

Initiated Market Perform X

CHWY Chewy

MoffettNathanson

$33

Downgrades Buy Neutral X

CMCSA Comcast

MoffettNathanson

Upgrades Sell Neutral X

CNK Cinemark

MoffettNathanson

Initiated Buy X

COIN Coinbase Global

MoffettNathanson

$600

Initiated Neutral X

CONE CyrusOne

MoffettNathanson

$58

Initiated Buy X

COR CoreSite Realty

MoffettNathanson

$125

Initiated Buy X

CRWD CrowdStrike

MoffettNathanson

$280

Upgrades Sell Neutral X

CTL CenturyLink

MoffettNathanson

Reiterated Sell X

CTL CenturyLink

MoffettNathanson

$16

Downgrades Neutral Sell X

CTL CenturyLink

MoffettNathanson

Downgrades Mkt Perform Underperform X

CTSH Cognizant Tech

MoffettNathanson

$60

Downgrades Mkt Perform Underperform X

CTSH Cognizant Tech

MoffettNathanson

$70 $60

Initiated Neutral X

CTSH Cognizant Tech

MoffettNathanson

$85

Initiated Outperform X

CWAN Clearwater Analytics

MoffettNathanson

$19.50

Upgrades Neutral Buy X

DASH DoorDash

MoffettNathanson

$118 $164

Downgrades Outperform Mkt Perform X

DASH DoorDash

MoffettNathanson

Initiated Outperform X

DASH DoorDash

MoffettNathanson

$79

Downgrades Neutral Sell X

DATA Tableau Software

MoffettNathanson

Initiated Buy X

DDOG Datadog

MoffettNathanson

$143

Reiterated Buy X

DIS Walt Disney

MoffettNathanson

$130 $125

Upgrades Mkt Perform Outperform X

DIS Walt Disney

MoffettNathanson

$120

Upgrades Neutral Buy X

DISCA Discovery

MoffettNathanson

$23 $45

Upgrades Sell Neutral X

DISCA Discovery

MoffettNathanson

Upgrades Sell Neutral X

DISH DISH Network

MoffettNathanson

$15 $40

Downgrades Neutral Sell X

DISH DISH Network

MoffettNathanson

$30

Upgrades Sell Neutral X

DISH DISH Network

MoffettNathanson

Downgrades Neutral Sell X

DISH DISH Network

MoffettNathanson

Upgrades Sell Neutral X

DISH DISH Network

MoffettNathanson

Upgrades Hold Buy X

DKNG DraftKings

MoffettNathanson

$37

Initiated Neutral X

DKNG DraftKings

MoffettNathanson

$36

Initiated Neutral X

DLR Digital Realty Trust

MoffettNathanson

$115

Initiated Underperform X

DOCU DocuSign

MoffettNathanson

$58

Initiated Hold X

DT Dynatrace

MoffettNathanson

$52

Downgrades Mkt Perform Underperform X

DXC DXC Technology

MoffettNathanson

$32 $28

Initiated Buy X

DXC DXC Technology

MoffettNathanson

$95

Upgrades Neutral Buy X

EA Electronic Arts

MoffettNathanson

$145

Downgrades Buy Neutral X

EA Electronic Arts

MoffettNathanson

$141 $147

Upgrades Neutral Buy X

EA Electronic Arts

MoffettNathanson

$151 $141

Initiated Neutral X

EA Electronic Arts

MoffettNathanson

$151

Initiated Market Perform X

EBAY eBay

MoffettNathanson

$44

Initiated Buy X

EQIX Equinix

MoffettNathanson

$515

Initiated Market Perform X

ETSY Etsy

MoffettNathanson

$116

Reiterated Buy X

FB Meta Platforms

MoffettNathanson

$420 $380

Upgrades Neutral Buy X

FB Facebook

MoffettNathanson

$210

Downgrades Buy Neutral X

FB Facebook

MoffettNathanson

Initiated Buy X

FISV Fiserv

MoffettNathanson

$108

Initiated Hold X

FIVN Five9

MoffettNathanson

$103

Upgrades Mkt Perform Outperform X

FOUR Shift4 Payments

MoffettNathanson

$75 $80

Initiated Neutral X

FOUR Shift4 Payments

MoffettNathanson

$70

Downgrades Buy Neutral X

FOXA Fox Corporation

MoffettNathanson

$51 $52

Initiated Buy X

FOXA 21st Century Fox

MoffettNathanson

$51

Reiterated Buy X

GOOGL Alphabet A

MoffettNathanson

$1290 $1250

Initiated Buy X

GTLB GitLab

MoffettNathanson

$104

Initiated Outperform X

HCP HashiCorp

MoffettNathanson

$43

Upgrades Underperform Mkt Perform X

IBM IBM

MoffettNathanson

$140

Upgrades Underperform Mkt Perform X

IBM IBM

MoffettNathanson

$140

Initiated Sell X

IBM IBM

MoffettNathanson

$150

Initiated Outperform X

INTU Intuit

MoffettNathanson

$500

Initiated Buy X

IOT Samsara

MoffettNathanson

$40

Downgrades Outperform Mkt Perform X

IPG Interpublic

MoffettNathanson

$36 $37

Initiated Neutral X

IPG Interpublic

MoffettNathanson

$23

Downgrades Outperform Mkt Perform X

LAW CS Disco

MoffettNathanson

$9

Initiated Outperform X

LAW CS Disco

MoffettNathanson

$20

Downgrades Outperform Mkt Perform X

LSPD Lightspeed

MoffettNathanson

$23 $17

Initiated Buy X

LSPD Lightspeed

MoffettNathanson

$40

Upgrades Sell Neutral X

LYFT Lyft

MoffettNathanson

Downgrades Mkt Perform Sell X

LYFT Lyft

MoffettNathanson

$7

Initiated Market Perform X

LYFT Lyft

MoffettNathanson

$15

Upgrades Underperform Mkt Perform X

LZ LegalZoom.com

MoffettNathanson

$12

Initiated Underperform X

LZ LegalZoom.com

MoffettNathanson

$11

Initiated Outperform X

MNDY Monday.com

MoffettNathanson

$170

Reiterated Market Perform X

MSFT Microsoft

MoffettNathanson

$263 $306

Initiated Hold X

MSFT Microsoft

MoffettNathanson

$285

Initiated Market Perform X

NCNO nCino

MoffettNathanson

$40

Initiated Buy X

NET Cloudflare

MoffettNathanson

$114

Upgrades Neutral Buy X

NFLX Netflix

MoffettNathanson

$850 $1100

Reiterated Market Perform X

NFLX Netflix

MoffettNathanson

$240 $250

Reiterated Neutral X

NFLX Netflix

MoffettNathanson

$460 $375

Upgrades Mkt Perform Outperform X

NOW ServiceNow

MoffettNathanson

$549

Initiated Hold X

NOW ServiceNow

MoffettNathanson

$553

Initiated Sell X

OKTA Okta

MoffettNathanson

$71

Initiated Sell X

OMC Omnicom

MoffettNathanson

$63

Downgrades Buy Neutral X

ORLY O’Reilly Auto

MoffettNathanson

Initiated Underperform X

PAYC Paycom Software

MoffettNathanson

$310

Initiated Neutral X

PAYX Paychex

MoffettNathanson

$79

Initiated Buy X

PCOR Procore Technologies

MoffettNathanson

$73

Initiated Market Perform X

PGY Pagaya

MoffettNathanson

$12

Initiated Market Perform X

PYCR Paycor

MoffettNathanson

$28

Downgrades Outperform Mkt Perform X

PYPL PayPal

MoffettNathanson

$75

Initiated Neutral X

QTS QTS Realty Trust

MoffettNathanson

$40

Downgrades Neutral Sell X

RBLX Roblox

MoffettNathanson

$34

Upgrades Sell Neutral X

RBLX Roblox

MoffettNathanson

$26

Initiated Underperform X

RBLX Roblox

MoffettNathanson

$19

Initiated Buy X

RNG RingCentral

MoffettNathanson

$90

Upgrades Sell Neutral X

ROKU Roku

MoffettNathanson

$70

Downgrades Neutral Sell X

ROKU Roku

MoffettNathanson

$55

Upgrades Sell Neutral X

ROKU Roku

MoffettNathanson

$80

Downgrades Neutral Sell X

ROKU Roku

MoffettNathanson

$66

Upgrades Sell Mkt Perform X

ROKU Roku

MoffettNathanson

$55

Upgrades Sell Neutral X

ROKU Roku

MoffettNathanson

$100

Downgrades Neutral Sell X

ROKU Roku

MoffettNathanson

$330 $220

Upgrades Mkt Perform Outperform X

SBAC SBA Comm

MoffettNathanson

$330 $312

Downgrades Buy Neutral X

SBAC SBA Comm

MoffettNathanson

$393 $380

Downgrades Buy Neutral X

SBAC SBA Comm

MoffettNathanson

Downgrades Buy Neutral X

SHOP Shopify

MoffettNathanson

$74 $65

Upgrades Mkt Perform Outperform X

SHOP Shopify

MoffettNathanson

$76

Initiated Market Perform X

SHOP Shopify

MoffettNathanson

$30

Initiated Outperform X

SMAR Smartsheet

MoffettNathanson

$50

Upgrades Neutral Buy X

SNAP Snap

MoffettNathanson

$39 $57

Reiterated Neutral X

SNAP Snap

MoffettNathanson

$8 $10

Reiterated Neutral X

SNAP Snap

MoffettNathanson

$8 $6.50

Upgrades Sell Neutral X

SNAP Snap

MoffettNathanson

Initiated Buy X

SNOW Snowflake

MoffettNathanson

$242

Initiated Buy X

STRY Starry

MoffettNathanson

$11

Downgrades Neutral Sell X

SYMC Symantec

MoffettNathanson

Upgrades Underperform Mkt Perform X

T AT&T

MoffettNathanson

$17

Downgrades Mkt Perform Underperform X

T AT&T

MoffettNathanson

$17

Upgrades Sell Neutral X

T AT&T

MoffettNathanson

$23 $28

Upgrades Sell Neutral X

T AT&T

MoffettNathanson

Downgrades Neutral Sell X

T AT&T

MoffettNathanson

Downgrades Outperform Mkt Perform X

TMUS T-Mobile US

MoffettNathanson

$174

Upgrades Neutral Buy X

TSCO Tractor Supply

MoffettNathanson

Initiated Neutral X

TTD The Trade Desk

MoffettNathanson

$100

Downgrades Buy Neutral X

TTWO Take-Two

MoffettNathanson

$169 $167

Upgrades Mkt Perform Outperform X

TTWO Take-Two

MoffettNathanson

$140

Downgrades Buy Neutral X

TTWO Take-Two

MoffettNathanson

$170

Initiated Buy X

TTWO Take-Two

MoffettNathanson

$214

Upgrades Sell Neutral X

TWTR Twitter

MoffettNathanson

$55

Reiterated Sell X

TWTR Twitter

MoffettNathanson

$28 $25

Reiterated Sell X

TWTR Twitter

MoffettNathanson

$23 $21

Downgrades Buy Neutral X

TWX Time Warner

MoffettNathanson

Upgrades Neutral Buy X

TWX Time Warner

MoffettNathanson

Initiated Outperform X

UBER Uber

MoffettNathanson

$47

Upgrades Sell Neutral X

VIAC ViacomCBS

MoffettNathanson

Downgrades Neutral Sell X

VIAC ViacomCBS

MoffettNathanson

$50 $55

Upgrades Underperform Mkt Perform X

VZ Verizon

MoffettNathanson

$41

Downgrades Mkt Perform Underperform X

VZ Verizon

MoffettNathanson

$41

Downgrades Buy Neutral X

VZ Verizon

MoffettNathanson

$62 $57

Downgrades Buy Neutral X

VZ Verizon

MoffettNathanson

Upgrades Neutral Buy X

VZ Verizon

MoffettNathanson

Upgrades Underperform Mkt Perform X

W Wayfair

MoffettNathanson

$44

Initiated Underperform X

W Wayfair

MoffettNathanson

$20

Upgrades Neutral Buy X

WBD Warner Bros. Discovery

MoffettNathanson

$9 $13

Initiated Outperform X

WDAY Workday

MoffettNathanson

$245

Upgrades Neutral Buy X

WP Worldpay

MoffettNathanson

Initiated Neutral X

WPP WPP plc

MoffettNathanson

Upgrades Neutral Buy X

ZAYO Zayo Group Holdings

MoffettNathanson

Upgrades Underperform Mkt Perform X

ZM Zoom Video

MoffettNathanson

$85

Initiated Sell X

ZM Zoom Video

MoffettNathanson

$86

Initiated Hold X

ZS Zscaler

MoffettNathanson

$268