Ratings by Bernstein SocGen Group (Nikhil Devnani)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/6/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | Zillow Group | ZG | Downgrade | Market Perform (Outperform) |
37.03 (33.76) |
-8.83% | Details | |
| 8/5/2026 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2026 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/1/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2026 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2026 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/14/2026 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2026 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2026 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/23/2026 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/19/2026 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/9/2026 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Amazon.com | AMZN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2025 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2025 | eBay | ebay | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/24/2025 | Zillow Group | ZG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/17/2025 | Zillow Group | ZG | Upgrade | Outperform (Market Perform) |
83.70 (37.03) |
-55.76% | Details | |
| 9/12/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/11/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/8/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2025 | Zillow Group | ZG | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/2/2025 | Zillow Group | ZG | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | eBay | EBAY | Downgrade | Market Perform (Outperform) |
66.26 (110.14) |
66.22% | Details | |
| 4/17/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/1/2025 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/13/2025 | Zillow Group | ZG | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/13/2025 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/10/2025 | Zillow Group | ZG | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2025 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2025 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2025 | Amazon.com | AMZN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/14/2025 | Zillow Group | ZG | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/14/2025 | Instacart | CART | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2025 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/14/2025 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2024 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/12/2024 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2024 | eBay | EBAY | Upgrade | Outperform (Market Perform) |
58.11 (66.26) |
14.03% | Details | |
| 10/25/2024 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/7/2024 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/14/2024 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/14/2024 | Instacart | CART | Upgrade | Outperform (Market Perform) |
35.35 (45.03) |
27.38% | Details | |
| 2/12/2024 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/14/2023 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2023 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Wayfair | W | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/2/2023 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/27/2023 | Zillow Group | ZG | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/4/2023 | Instacart | CART | New Coverage | Market Perform (N/A) |
26.54 (35.35) |
33.2% | Details | |
| 9/22/2023 | Wayfair | W | Upgrade | Market Perform (Underperform) |
63.62 (104.07) |
63.58% | Details | |
| 8/3/2023 | Etsy | ETSY | Downgrade | Market Perform (Outperform) |
98.60 (68.73) |
-30.29% | Details | |
| 8/2/2023 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Wayfair | W | Maintain | Underperform (N/A) |
|
Details | ||
| 6/26/2023 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Zillow Group | ZG | Upgrade | Market Perform (Underperform) |
42.78 (83.70) |
95.65% | Details | |
| 4/27/2023 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2023 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Zillow Group | ZG | Maintain | Underperform (N/A) |
|
Details | ||
| 2/10/2023 | Lyft | LYFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/9/2023 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | Wayfair | W | Maintain | Underperform (N/A) |
|
Details | ||
| 10/28/2022 | Zillow Group | ZG | Maintain | Underperform (N/A) |
|
Details | ||
| 10/19/2022 | Wayfair | W | Maintain | Underperform (N/A) |
|
Details | ||
| 10/19/2022 | eBay | EBAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/24/2022 | DoorDash Inc. | DASH | New Coverage | Outperform (N/A) |
66.23 (213.26) |
222% | Details | |
| 5/24/2022 | Zillow Group | ZG | New Coverage | Underperform (N/A) |
40.23 (33.76) |
-16.08% | Details | |
| 5/24/2022 | eBay | EBAY | New Coverage | Market Perform (N/A) |
44.31 (58.11) |
31.14% | Details | |
| 5/24/2022 | Lyft | LYFT | New Coverage | Market Perform (N/A) |
19.07 (16.30) |
-14.53% | Details | |
| 5/24/2022 | Uber Inc. | UBER | New Coverage | Outperform (N/A) |
23.35 (70.47) |
201.8% | Details | |
| 5/24/2022 | Etsy | ETSY | New Coverage | Outperform (N/A) |
78.34 (68.73) |
-12.27% | Details | |
| 5/24/2022 | Wayfair | W | New Coverage | Underperform (N/A) |
51.42 (104.07) |
102.39% | Details |

