Ratings by Morgan Stanley (Matthew Cost)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/10/2026 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2026 | Playtika Holding Corp. | PLTK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2026 | MNTN Inc | MNTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2026 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2026 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2026 | Roblox Corp. | RBLX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2026 | Liftoff Mobile | LFTO | New Coverage | Equalweight (N/A) |
25.78 (18.36) |
-28.78% | Details | |
| 6/11/2026 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/27/2026 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2026 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2026 | Opendoor Technologies | OPEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2026 | MNTN Inc | MNTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2026 | Compass Inc. | COMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2026 | Roblox Corp. | RBLX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2026 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2026 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Roblox Corp. | RBLX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2026 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Roblox Corp. | RBLX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | MNTN Inc | MNTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2026 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2025 | Roblox Corp. | RBLX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | MNTN Inc | MNTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2025 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2025 | Opendoor Technologies | OPEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | The Trade Desk | TTD | Downgrade | Equalweight (Overweight) |
52.03 (13.32) |
-74.4% | Details | |
| 8/13/2025 | Webtoon Entertainment Inc | WBTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2025 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2025 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | MNTN Inc | MNTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2025 | Roblox Corp. | RBLX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2025 | MNTN Inc | MNTN | New Coverage | Equalweight (N/A) |
11.00 (11.00) |
0% | Details | |
| 6/9/2025 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2025 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Playtika Holding Corp. | PLTK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2025 | Compass Inc. | COMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2025 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2025 | AppLovin Corp | APP | Upgrade | Overweight (Equalweight) |
235.28 (308.77) |
31.24% | Details | |
| 3/3/2025 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2025 | Webtoon Entertainment Inc | WBTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2025 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2025 | Compass Inc. | COMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2025 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Webtoon Entertainment Inc | WBTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2024 | Roblox Corp. | RBLX | Upgrade | Overweight (Equalweight) |
51.72 (38.63) |
-25.31% | Details | |
| 10/2/2024 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/12/2024 | Unity Software | U | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/3/2024 | Unity Software | U | Upgrade | Overweight (Equalweight) |
16.67 (46.54) |
179.18% | Details | |
| 8/16/2024 | Webtoon Entertainment Inc | WBTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2024 | Opendoor Technologies | OPEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Roblox Corp. | RBLX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Compass Inc. | COMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Playtika Holding Corp. | PLTK | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2024 | Webtoon Entertainment Inc | WBTN | New Coverage | Equalweight (N/A) |
20.48 (8.37) |
-59.13% | Details | |
| 7/9/2024 | Playtika Holding Corp. | PLTK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2024 | Roblox Corp. | RBLX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2024 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Integral Ad Science Holding Corp | IAS | Downgrade | Equalweight (Overweight) |
9.87 (10.34) |
4.76% | Details | |
| 3/20/2024 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | Playtika Holding Corp. | PLTK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2024 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2024 | Zillow | Z | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Roblox Corp. | RBLX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Unity Software | U | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2023 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2023 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | Roblox Corp. | RBLX | Upgrade | Equalweight (Underweight) |
37.74 (38.63) |
2.36% | Details | |
| 8/9/2023 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | Opendoor Technologies | OPEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | Unity Software | U | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2023 | Compass Inc. | COMP | New Coverage | Equalweight (N/A) |
3.64 (11.92) |
227.47% | Details | |
| 7/24/2023 | Zillow | Z | New Coverage | Equalweight (N/A) |
52.77 (35.72) |
-32.31% | Details | |
| 7/24/2023 | Opendoor Technologies | OPEN | New Coverage | Equalweight (N/A) |
4.03 (3.47) |
-13.9% | Details | |
| 7/18/2023 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2023 | The Trade Desk | TTD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2023 | The Trade Desk | TTD | Upgrade | Overweight (Equalweight) |
70.08 (52.03) |
-25.76% | Details | |
| 5/22/2023 | SciPlay Corp. | SCPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/18/2023 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2023 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2023 | Unity Software | U | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2023 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | PlayStudios | MYPS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/23/2023 | Roblox Corp. | RBLX | Maintain | Underweight (N/A) |
|
Details | ||
| 3/16/2023 | Roblox Corp. | RBLX | Maintain | Underweight (N/A) |
|
Details | ||
| 3/3/2023 | SciPlay Corp. | SCPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/16/2023 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/16/2023 | Roblox Corp. | RBLX | Maintain | Underweight (N/A) |
|
Details | ||
| 1/19/2023 | Roblox Corp. | RBLX | Downgrade | Underweight (Equalweight) |
37.12 (38.63) |
4.07% | Details | |
| 1/18/2023 | The Trade Desk | TTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2023 | SciPlay Corp. | SCPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2023 | Playtika Holding Corp. | PLTK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2023 | PlayStudios | MYPS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2023 | AppLovin Corp | APP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/28/2022 | Unity Software | U | New Coverage | Equalweight (N/A) |
36.17 (16.67) |
-53.91% | Details | |
| 11/28/2022 | Playtika Holding Corp. | PLTK | New Coverage | Equalweight (N/A) |
9.45 (2.35) |
-75.13% | Details | |
| 11/28/2022 | Activision Blizzard | ATVI | New Coverage | Overweight () |
76.59 (94.42) |
23.28% | Details | |
| 11/28/2022 | AppLovin Corp | APP | Downgrade | Equalweight (Overweight) |
14.10 (235.28) |
1568.65% | Details | |
| 11/8/2022 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | The Trade Desk | TTD | New Coverage | Equalweight (N/A) |
50.60 (13.32) |
-73.68% | Details | |
| 9/23/2022 | AppLovin Corp | APP | New Coverage | Overweight (N/A) |
21.14 (308.77) |
1360.6% | Details | |
| 9/7/2022 | PlayStudios | MYPS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2022 | SciPlay Corp. | SCPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2022 | Take-Two Interactive | TTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2022 | PlayStudios | MYPS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2022 | ironSource Ltd. | IS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | ironSource Ltd. | IS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | AppLovin Corp | APP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | ironSource Ltd. | IS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | PlayStudios | MYPS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2022 | Zynga | ZNGA | Downgrade | Equalweight (Overweight) |
8.96 (8.18) |
-8.71% | Details | |
| 12/14/2021 | Unity Software | U | Upgrade | Overweight (Equalweight) |
139.47 (36.17) |
-74.07% | Details | |
| 11/10/2021 | Unity Software | U | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2021 | Zynga | ZNGA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2021 | PlayStudios | MYPS | New Coverage | Equalweight (N/A) |
4.66 (0.52) |
-88.84% | Details | |
| 8/6/2021 | Zynga | ZNGA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2021 | Unity Software | U | New Coverage | Equalweight (N/A) |
110.49 (46.54) |
-57.88% | Details | |
| 5/6/2021 | Zynga | ZNGA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2021 | Zynga | ZNGA | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/15/2020 | Glu Mobile | GLUU | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2020 | Glu Mobile | GLUU | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2020 | Glu Mobile | GLUU | Downgrade | Equalweight (Overweight) |
8.95 (12.50) |
39.66% | Details | |
| 2/6/2020 | Glu Mobile | GLUU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2020 | Glu Mobile | GLUU | New Coverage | Overweight (N/A) |
5.90 (12.50) |
111.86% | Details |
