Ratings by Wolfe Research (Peter Supino)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/1/2026 | Boyd Gaming | BYD | New Coverage | Peerperform (N/A) |
77.59 (76.39) |
-1.55% | Details | |
| 9/1/2026 | Churchill Downs | CHDN | New Coverage | Outperform (N/A) |
87.48 (86.65) |
-0.95% | Details | |
| 9/1/2026 | Flutter Entertainment | FLUT | New Coverage | Outperform (N/A) |
100.18 (97.00) |
-3.17% | Details | |
| 9/1/2026 | DraftKings Inc. | DKNG | New Coverage | Outperform (N/A) |
24.29 (23.44) |
-3.5% | Details | |
| 9/1/2026 | Wynn Resorts | WYNN | New Coverage | Outperform (N/A) |
91.28 (90.60) |
-0.74% | Details | |
| 9/1/2026 | Las Vegas Sands | LVS | New Coverage | Peerperform (N/A) |
43.81 (43.84) |
0.07% | Details | |
| 9/1/2026 | Red Rock Resorts | RRR | New Coverage | Outperform (N/A) |
56.16 (56.10) |
-0.11% | Details | |
| 9/1/2026 | Sportradar Group AG | SRAD | New Coverage | Outperform (N/A) |
12.43 (12.31) |
-0.97% | Details | |
| 9/1/2026 | Hyatt Hotels | H | New Coverage | Outperform (N/A) |
166.97 (162.55) |
-2.65% | Details | |
| 9/1/2026 | Hilton Worldwide | HLT | New Coverage | Peerperform (N/A) |
316.28 (311.99) |
-1.36% | Details | |
| 9/1/2026 | Marriott International | MAR | New Coverage | Peerperform (N/A) |
341.76 (334.55) |
-2.11% | Details | |
| 8/25/2026 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2026 | FOX Corp. | FOXA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2026 | T-Mobile | TMUS | Downgrade | Peerperform (Outperform) |
183.38 (182.16) |
-0.67% | Details | |
| 6/30/2026 | FOX Corp. | FOXA | Upgrade | Outperform (Peerperform) |
50.39 (65.93) |
30.84% | Details | |
| 6/30/2026 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2026 | Roku Inc. | ROKU | Downgrade | Peerperform (Outperform) |
143.66 (155.53) |
8.26% | Details | |
| 4/22/2026 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Live Nation Entertainment | LYV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2026 | Paramount Skydance | PSKY | Maintain | Underperform (N/A) |
|
Details | ||
| 3/18/2026 | Liberty Formula One | FWONK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | TKO Group Holdings | TKO | Downgrade | Peerperform (Outperform) |
216.23 (182.27) |
-15.71% | Details | |
| 2/12/2026 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Versant Media Group | VSNT | New Coverage | Outperform (N/A) |
34.41 (40.31) |
17.15% | Details | |
| 12/15/2025 | Madison Square Garden Sports | MSGS | Downgrade | Peerperform (Outperform) |
237.44 (381.69) |
60.75% | Details | |
| 12/15/2025 | Madison Square Garden Entertainment | MSGE | Downgrade | Peerperform (Outperform) |
54.70 (77.04) |
40.84% | Details | |
| 11/14/2025 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | Madison Square Garden Sports | MSGS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Madison Square Garden Sports | MSGS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | FOX Corp. | FOXA | Upgrade | Peerperform (Underperform) |
55.09 (50.39) |
-8.53% | Details | |
| 5/16/2025 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Walt Disney | DIS | Upgrade | Outperform (Peerperform) |
84.81 (106.22) |
25.24% | Details | |
| 4/7/2025 | Sony | SONY | Downgrade | Peerperform (Outperform) |
21.82 (24.81) |
13.7% | Details | |
| 4/7/2025 | FOX Corp. | FOXA | Downgrade | Underperform (Peerperform) |
49.73 (65.93) |
32.58% | Details | |
| 3/12/2025 | Verizon Communications | VZ | Downgrade | Peerperform (Outperform) |
43.43 (50.30) |
15.82% | Details | |
| 3/11/2025 | Madison Square Garden Entertainment | MSGE | Upgrade | Outperform (Peerperform) |
30.59 (54.70) |
78.82% | Details | |
| 2/14/2025 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2025 | Netflix | NFLX | Upgrade | Outperform (Peerperform) |
869.68 (80.81) |
-90.71% | Details | |
| 1/22/2025 | Netflix | NFLX | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/10/2025 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Warner Brothers Discovery | WBD | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/11/2024 | Warner Brothers Discovery | WBD | Upgrade | Peerperform (Underperform) |
9.37 (28.32) |
202.24% | Details | |
| 10/18/2024 | Netflix | NFLX | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/2/2024 | Sphere Entertainment | SPHR | Upgrade | Outperform (Peerperform) |
43.84 (133.30) |
204.06% | Details | |
| 9/30/2024 | Frontier Communications | FYBR | Downgrade | Peerperform (Outperform) |
35.71 (38.49) |
7.78% | Details | |
| 9/12/2024 | Roku Inc. | ROKU | Upgrade | Outperform (Peerperform) |
70.15 (143.66) |
104.79% | Details | |
| 8/2/2024 | Frontier Communications | FYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | Verizon Communications | VZ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2024 | Lionsgate | LGF-A | Upgrade | Peerperform (Underperform) |
7.80 (8.59) |
10.13% | Details | |
| 4/23/2024 | Warner Brothers Discovery | WBD | Downgrade | Underperform (Peerperform) |
8.47 (9.37) |
10.63% | Details | |
| 3/28/2024 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2024 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2024 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Take-Two Interactive | TTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Verizon Communications | VZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2024 | Sphere Entertainment | SPHR | New Coverage | Peerperform (N/A) |
31.36 (133.30) |
325.06% | Details | |
| 1/4/2024 | FOX Corp. | FOXA | Upgrade | Peerperform (Underperform) |
30.00 (65.93) |
119.77% | Details | |
| 1/3/2024 | Verizon Communications | VZ | Upgrade | Outperform (Peerperform) |
38.88 (43.43) |
11.7% | Details | |
| 12/12/2023 | Electronic Arts | EA | New Coverage | Peerperform (N/A) |
137.14 (209.70) |
52.91% | Details | |
| 12/12/2023 | Take-Two Interactive | TTWO | New Coverage | Outperform (N/A) |
155.32 (216.68) |
39.51% | Details | |
| 11/14/2023 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Madison Square Garden Sports | MSGS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2023 | Netflix | NFLX | Downgrade | Peerperform (Outperform) |
361.20 (869.68) |
140.78% | Details | |
| 7/19/2023 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2023 | Warner Brothers Discovery | WBD | Downgrade | Peerperform (Outperform) |
12.67 (28.32) |
123.52% | Details | |
| 6/27/2023 | Frontier Communications | FYBR | New Coverage | Outperform (N/A) |
16.21 (35.71) |
120.3% | Details | |
| 6/14/2023 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2023 | T-Mobile US, | TMUS | Upgrade | Outperform (Peerperform) |
126.55 (183.38) |
44.91% | Details | |
| 5/12/2023 | Walt Disney | DIS | Downgrade | Peerperform (Outperform) |
92.31 (106.22) |
15.07% | Details | |
| 3/17/2023 | Warner Brothers Discovery | WBD | Upgrade | Outperform (Peerperform) |
14.16 (28.32) |
100% | Details | |
| 3/14/2023 | Roku Inc. | ROKU | Upgrade | Peerperform (Underperform) |
59.99 (155.53) |
159.26% | Details | |
| 2/23/2023 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | World Wrestling Entertainment | WWE | Downgrade | Peerperform (N/A) |
84.63 (100.65) |
18.93% | Details | |
| 1/20/2023 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2023 | Lionsgate | LGF-A | Downgrade | Underperform (Peerperform) |
5.71 (7.80) |
36.6% | Details | |
| 1/3/2023 | T-Mobile US, | TMUS | Downgrade | Peerperform (Outperform) |
140.01 (182.16) |
30.1% | Details | |
| 1/3/2023 | FOX Corp. | FOXA | Downgrade | Underperform (Peerperform) |
30.37 (65.93) |
117.09% | Details | |
| 11/18/2022 | World Wrestling Entertainment | WWE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2022 | World Wrestling Entertainment | WWE | Upgrade | Outperform (Peerperform) |
66.54 (84.63) |
27.19% | Details | |
| 9/7/2022 | Lions Gate | LGF | Downgrade | Peerperform (Outperform) |
26.09 (26.09) |
0% | Details | |
| 7/26/2022 | Roku Inc. | ROKU | Downgrade | Underperform (Peerperform) |
88.84 (155.53) |
75.07% | Details | |
| 7/20/2022 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | World Wrestling Entertainment | WWE | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/14/2022 | Roku Inc. | ROKU | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/9/2022 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | World Wrestling Entertainment | WWE | New Coverage | Peerperform (N/A) |
67.08 (100.65) |
50.04% | Details | |
| 6/2/2022 | Warner Brothers Discovery | WBD | New Coverage | Peerperform (N/A) |
17.66 (28.32) |
60.36% | Details | |
| 6/2/2022 | Madison Square Garden Sports | MSGS | New Coverage | Outperform (N/A) |
161.86 (237.44) |
46.69% | Details | |
| 6/2/2022 | Madison Square Garden Entertainment | MSGE | New Coverage | Peerperform (N/A) |
66.31 (30.59) |
-53.87% | Details | |
| 6/2/2022 | Lionsgate | LGF-A | New Coverage | Outperform (N/A) |
10.34 (8.59) |
-16.92% | Details |
