Ratings by Macquarie (Tim Nollen)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/23/2024 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2024 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2024 | DoubleVerify | DV | Upgrade | Outperform (Neutral) |
31.89 (30.79) |
-3.45% | Details | |
| 2/27/2024 | PubMatic Inc | PUBM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Unity Software | U | Downgrade | Underperform (Neutral) |
33.82 (23.57) |
-30.31% | Details | |
| 2/8/2024 | FOX Corp. | FOXA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Walt Disney | DIS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2024 | Netflix | NFLX | Upgrade | Outperform (Neutral) |
485.71 (555.12) |
14.29% | Details | |
| 1/22/2024 | Warner Brothers Discovery | WBD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Publicis Groupe | PUBGY | Upgrade | Outperform (Neutral) |
22.47 (28.14) |
25.23% | Details | |
| 1/5/2024 | Omnicom Group | OMC | Upgrade | Outperform (Neutral) |
85.09 (95.98) |
12.8% | Details | |
| 11/10/2023 | Unity Software | U | Downgrade | Neutral (Outperform) |
25.24 (23.57) |
-6.62% | Details | |
| 10/25/2023 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2023 | Integral Ad Science Holding Corp | IAS | New Coverage | Outperform (N/A) |
11.65 (9.56) |
-17.94% | Details | |
| 9/27/2023 | DoubleVerify | DV | New Coverage | Neutral (N/A) |
27.42 (30.79) |
12.29% | Details | |
| 8/9/2023 | Warner Music Group | WMG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | PubMatic Inc | PUBM | Downgrade | Neutral (Outperform) |
19.21 (23.34) |
21.5% | Details | |
| 7/28/2023 | Comcast Corp | CMCSA | Upgrade | Neutral (Underperform) |
45.35 (40.21) |
-11.33% | Details | |
| 7/26/2023 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2023 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2023 | Walt Disney | DIS | Downgrade | Neutral (Outperform) |
92.77 (113.92) |
22.8% | Details | |
| 4/19/2023 | Omnicom Group | OMC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Paramount Global | PARA | Maintain | Underperform (N/A) |
|
Details | ||
| 2/17/2023 | Digital Turbine | APPS | Downgrade | Neutral (Outperform) |
12.83 (1.92) |
-85.04% | Details | |
| 1/31/2023 | Warner Brothers Discovery | WBD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | AMC Networks | AMCX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2023 | Paramount Global | PARA | Downgrade | Underperform (Neutral) |
23.07 (12.68) |
-45.04% | Details | |
| 1/20/2023 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | FOX Corp. | FOXA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Paramount Global | PARA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2023 | Warner Brothers Discovery | WBD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2022 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2022 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/20/2022 | Getty Images Holdings Inc. | GETY | New Coverage | Neutral (N/A) |
8.50 (4.01) |
-52.82% | Details | |
| 9/7/2022 | Netflix | NFLX | Upgrade | Neutral (Underperform) |
218.39 (555.12) |
154.19% | Details | |
| 7/29/2022 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Comcast Corp | CMCSA | Downgrade | Underperform (Neutral) |
39.41 (40.21) |
2.03% | Details | |
| 7/20/2022 | Netflix | NFLX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/1/2022 | Digital Turbine | APPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | Cosair Gaming | CRSR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | Digital Turbine | APPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | Warner Music Group | WMG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2022 | ironSource Ltd. | IS | Downgrade | Neutral (Outperform) |
6.92 (2.74) |
-60.4% | Details | |
| 2/8/2022 | Comcast Corp | CMCSA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2022 | Digital Turbine | APPS | Downgrade | Neutral (Outperform) |
44.07 (1.92) |
-95.64% | Details | |
| 1/21/2022 | Netflix | NFLX | Downgrade | Underperform (Neutral) |
515.86 (555.12) |
7.61% | Details | |
| 12/14/2021 | ViacomCBS | VIAC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2021 | Fox Corp. | FOX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2021 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | AMC Networks | AMCX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2021 | Lions Gate | LGF | Downgrade | Neutral (Outperform) |
26.09 (26.09) |
0% | Details | |
| 12/14/2021 | Comcast Corp | CMCSA | Downgrade | Neutral (Outperform) |
47.71 (40.21) |
-15.72% | Details | |
| 12/7/2021 | ironSource Ltd. | IS | Upgrade | Outperform (Neutral) |
7.97 (2.74) |
-65.62% | Details | |
| 12/7/2021 | Digital Turbine | APPS | Upgrade | Outperform (Neutral) |
49.80 (1.92) |
-96.14% | Details | |
| 11/8/2021 | Discovery Communications | DISCA | Upgrade | Outperform (Neutral) |
26.52 (24.43) |
-7.88% | Details | |
| 10/20/2021 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2021 | ironSource Ltd. | IS | New Coverage | Neutral (N/A) |
9.94 (2.74) |
-72.43% | Details | |
| 8/31/2021 | AppLovin Corp | APP | New Coverage | Outperform (N/A) |
74.20 (69.70) |
-6.06% | Details | |
| 8/31/2021 | PubMatic Inc | PUBM | New Coverage | Outperform (N/A) |
26.91 (23.34) |
-13.27% | Details | |
| 8/31/2021 | Magnite | MGNI | New Coverage | Outperform (N/A) |
29.73 (9.10) |
-69.39% | Details | |
| 8/31/2021 | Digital Turbine | APPS | New Coverage | Neutral (N/A) |
52.60 (1.92) |
-96.35% | Details | |
| 8/31/2021 | Unity Software | U | New Coverage | Outperform (N/A) |
123.51 (25.24) |
-79.56% | Details | |
| 7/21/2021 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2021 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2021 | Lions Gate Entertainment Corp. | LGF-B | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2021 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/7/2021 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | ViacomCBS | VIAC | Upgrade | Neutral (Underperform) |
41.50 (29.58) |
-28.72% | Details | |
| 4/30/2021 | Discovery Communications | DISCA | Upgrade | Neutral (Underperform) |
37.95 (24.43) |
-35.63% | Details | |
| 4/21/2021 | Netflix | NFLX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/17/2021 | ViacomCBS | VIAC | Downgrade | Underperform (Neutral) |
96.24 (29.58) |
-69.26% | Details | |
| 3/17/2021 | Discovery Communications | DISCA | Downgrade | Underperform (Neutral) |
75.81 (24.43) |
-67.77% | Details | |
| 3/17/2021 | Lions Gate | LGF | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/17/2021 | FOX Corp. | FOXA | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/17/2021 | AMC Networks | AMCX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2021 | The Trade Desk | TTD | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/12/2021 | Nielsen Holdings | NLSN | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/26/2021 | ViacomCBS | VIAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/26/2021 | Nielsen Holdings | NLSN | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/25/2021 | WideOpenWest | WOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2021 | Criteo S.A. | CRTO | Upgrade | Outperform (Neutral) |
28.93 (36.96) |
27.76% | Details | |
| 2/10/2021 | Cosair Gaming | CRSR | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/9/2021 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/5/2021 | MSG Networks | MSGN | Upgrade | Outperform (Neutral) |
16.42 (14.17) |
-13.7% | Details | |
| 2/4/2021 | Warner Music Group | WMG | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2021 | Spotify | SPOT | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/2/2021 | The Trade Desk | TTD | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/28/2021 | ViacomCBS | VIAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/28/2021 | Lions Gate | LGF | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/28/2021 | FOX Corp. | FOXA | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/28/2021 | Discovery Communications | DISCA | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/28/2021 | AMC Networks | AMCX | Downgrade | Neutral (Outperform) |
48.27 (11.50) |
-76.18% | Details | |
| 1/22/2021 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2021 | Netflix | NFLX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2021 | Comcast Corp | CMCSA | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/12/2021 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | AMC Networks | AMCX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | ViacomCBS | VIAC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2020 | Cosair Gaming | CRSR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2020 | Cosair Gaming | CRSR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2020 | Cosair Gaming | CRSR | New Coverage | Outperform (N/A) |
18.41 (10.94) |
-40.58% | Details | |
| 8/7/2020 | Discovery Communications | DISCA | Downgrade | Neutral (Outperform) |
21.63 (24.43) |
12.94% | Details | |
| 8/7/2020 | AMC Networks | AMCX | Upgrade | Outperform (Neutral) |
23.55 (11.50) |
-51.17% | Details | |
| 8/6/2020 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2020 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/19/2020 | FOX Corp. | FOXA | Upgrade | Neutral (Underperform) |
28.07 (31.71) |
12.97% | Details | |
| 3/2/2020 | MSG Networks | MSGN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2020 | Lions Gate | LGF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2020 | ViacomCBS | VIAC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2020 | Discovery Communications | DISCA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2020 | AMC Networks | AMCX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Criteo S.A. | CRTO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2019 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Nielsen Holdings | NLSN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2019 | Discovery Communications | DISCA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2019 | Viacom | VIAB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | CBS | CBS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | AMC Networks | AMCX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | WideOpenWest | WOW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | Charter Communications | CHTR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | Altice-USA | ATUS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2019 | Netflix | NFLX | Downgrade | Neutral (Outperform) |
286.28 (555.12) |
93.91% | Details | |
| 10/16/2019 | Omnicom Group | OMC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2019 | Eros International Plc | EROS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2019 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2019 | FOX Corp. | FOXA | Downgrade | Underperform (Neutral) |
34.25 (31.71) |
-7.42% | Details | |
| 8/22/2019 | MSG Networks | MSGN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2019 | Viacom | VIAB | Downgrade | Neutral (Outperform) |
28.53 (24.22) |
-15.11% | Details | |
| 8/8/2019 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2019 | WideOpenWest | WOW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2019 | Comcast Corp | CMCSA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2019 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2019 | Eros International Plc | EROS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/19/2019 | WideOpenWest | WOW | New Coverage | Neutral (N/A) |
7.08 (3.49) |
-50.71% | Details | |
| 6/19/2019 | Comcast Corp | CMCSA | New Coverage | Outperform (N/A) |
42.56 (40.21) |
-5.52% | Details | |
| 6/19/2019 | Charter Communications | CHTR | New Coverage | Neutral (N/A) |
394.07 (264.70) |
-32.83% | Details | |
| 6/19/2019 | Altice-USA | ATUS | New Coverage | Outperform (N/A) |
23.26 (1.96) |
-91.57% | Details | |
| 5/1/2019 | Criteo S.A. | CRTO | Downgrade | Neutral (Outperform) |
22.45 (36.96) |
64.63% | Details | |
| 4/29/2019 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2019 | Criteo S.A. | CRTO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2019 | Walt Disney | DIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2019 | Omnicom Group | OMC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/18/2019 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2018 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2018 | Netflix | NFLX | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/20/2018 | Viacom | VIAB | Upgrade | Outperform (Neutral) |
30.21 (28.53) |
-5.56% | Details | |
| 9/14/2018 | Discovery Communications | DISCA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2018 | 21st Century Fox | FOXA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2018 | MSG Networks | MSGN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2018 | Nielsen Holdings | NLSN | Upgrade | Outperform (Neutral) |
24.62 (27.98) |
13.65% | Details |
