Ratings by MoffettNathanson (Michael Morton)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/10/2026 | Shopify | SHOP | Upgrade | Buy (Neutral) |
112.05 (130.20) |
16.2% | Details | |
| 10/29/2025 | Etsy | ETSY | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2025 | Chewy Inc. | CHWY | Upgrade | Buy (Neutral) |
37.40 (25.43) |
-32.01% | Details | |
| 9/16/2025 | DoorDash Inc. | DASH | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2025 | eBay | EBAY | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2025 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2025 | eBay | EBAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2025 | Etsy | ETSY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2025 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Instacart | CART | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | Lyft | LYFT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | Instacart | CART | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2024 | DoorDash Inc. | DASH | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | Lyft | LYFT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2024 | Lyft | LYFT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2024 | DoorDash Inc. | DASH | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2024 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | DoorDash Inc. | DASH | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | Lyft | LYFT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2024 | Shopify | SHOP | Downgrade | Neutral (Buy) |
61.25 (112.05) |
82.94% | Details | |
| 5/29/2024 | Chewy Inc. | CHWY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Etsy | ETSY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | DoorDash Inc. | DASH | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | eBay | EBAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2024 | DoorDash Inc. | DASH | Upgrade | Buy (Neutral) |
137.18 (179.17) |
30.61% | Details | |
| 3/21/2024 | Chewy Inc. | CHWY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2024 | Etsy | ETSY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | Instacart | CART | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | Lyft | LYFT | Upgrade | Neutral (Sell) |
12.13 (13.26) |
9.32% | Details | |
| 2/13/2024 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2023 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Lyft | LYFT | Downgrade | Sell (Neutral) |
9.43 (13.26) |
40.62% | Details | |
| 10/23/2023 | Instacart | CART | New Coverage | Neutral (N/A) |
24.85 (38.09) |
53.28% | Details | |
| 10/11/2023 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2023 | DoorDash Inc. | DASH | Downgrade | Market Perform (Outperform) |
82.98 (137.18) |
65.32% | Details | |
| 8/3/2023 | DoorDash Inc. | DASH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Shopify | SHOP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Etsy | ETSY | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2023 | Shopify | SHOP | Upgrade | Outperform (Market Perform) |
65.57 (61.25) |
-6.59% | Details | |
| 6/23/2023 | Wayfair | W | Upgrade | Market Perform (Underperform) |
57.09 (76.20) |
33.47% | Details | |
| 4/24/2023 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | Wayfair | W | Maintain | Underperform (N/A) |
|
Details | ||
| 2/8/2023 | Uber Inc. | UBER | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2023 | Lyft | LYFT | New Coverage | Market Perform (N/A) |
16.18 (13.26) |
-18.05% | Details | |
| 1/30/2023 | Uber Inc. | UBER | New Coverage | Outperform (N/A) |
30.36 (75.13) |
147.46% | Details | |
| 1/30/2023 | DoorDash Inc. | DASH | New Coverage | Outperform (N/A) |
58.63 (179.17) |
205.59% | Details | |
| 11/15/2022 | Wayfair | W | New Coverage | Underperform (N/A) |
40.55 (76.20) |
87.92% | Details | |
| 11/15/2022 | eBay | EBAY | New Coverage | Market Perform (N/A) |
45.91 (92.71) |
101.94% | Details | |
| 11/15/2022 | Chewy Inc. | CHWY | New Coverage | Market Perform (N/A) |
43.21 (37.40) |
-13.45% | Details | |
| 11/15/2022 | Etsy | ETSY | New Coverage | Market Perform (N/A) |
119.74 (68.73) |
-42.6% | Details | |
| 11/15/2022 | Shopify | SHOP | New Coverage | Market Perform (N/A) |
38.40 (130.20) |
239.06% | Details | |
| 11/15/2022 | Amazon.com | AMZN | New Coverage | Outperform (N/A) |
98.49 (213.21) |
116.48% | Details |

