Ratings by Morgan Stanley (Sean Diffley)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/10/2026 | Starz Entertainment | STRZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2026 | Walt Disney | DIS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | Paramount Skydance | PSKY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2026 | TKO Group Holdings | TKO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2026 | AMC Networks | AMCX | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2026 | Walt Disney | DIS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2026 | Liberty Formula One | FWONK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2026 | Verizon | VZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2026 | Comcast Corp | CMCSA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2026 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2026 | Netflix | NFLX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Netflix | NFLX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2026 | T-Mobile | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2026 | Comcast Corp | CMCSA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/7/2026 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | Roku Inc. | ROKU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Liberty Formula One | FWONK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Starz Entertainment | STRZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2026 | FOX Corp. | FOXA | New Coverage | Equalweight (N/A) |
62.94 (65.93) |
4.75% | Details | |
| 4/30/2026 | Walt Disney | DIS | New Coverage | Overweight (N/A) |
101.30 (106.22) |
4.86% | Details | |
| 4/30/2026 | Roku Inc. | ROKU | New Coverage | Overweight (N/A) |
112.62 (155.53) |
38.1% | Details | |
| 4/30/2026 | Warner Brothers Discovery | WBD | New Coverage | Equalweight (N/A) |
27.05 (28.32) |
4.7% | Details | |
| 4/30/2026 | Omnicom Group | OMC | New Coverage | Equalweight (N/A) |
76.19 (86.09) |
12.99% | Details | |
| 4/30/2026 | Starz Entertainment | STRZ | New Coverage | Equalweight (N/A) |
17.47 (26.52) |
51.8% | Details | |
| 4/30/2026 | AMC Networks | AMCX | New Coverage | Underweight (N/A) |
8.26 (12.36) |
49.64% | Details | |
| 4/30/2026 | Liberty Formula One | FWONK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Paramount Skydance | PSKY | Upgrade | Overweight (Underweight) |
10.34 (10.55) |
2.03% | Details | |
| 4/30/2026 | TKO Group Holdings | TKO | Upgrade | Overweight (Equalweight) |
183.71 (182.27) |
-0.78% | Details | |
| 4/28/2026 | Verizon | VZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2026 | Comcast Corp | CMCSA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2026 | Comcast Corp | CMCSA | New Coverage | Equalweight (N/A) |
28.30 (26.30) |
-7.07% | Details | |
| 4/16/2026 | Verizon Communications | VZ | New Coverage | Equalweight (N/A) |
45.03 (50.30) |
11.7% | Details | |
| 4/16/2026 | T-Mobile US, | TMUS | New Coverage | Overweight (N/A) |
190.19 (182.16) |
-4.22% | Details | |
| 4/16/2026 | AT&T | T | New Coverage | Overweight (N/A) |
25.46 (26.00) |
2.12% | Details | |
| 4/9/2026 | Netflix | NFLX | Maintain | Overweight (N/A) |
|
Details |

