Ratings by Morgan Stanley (Sean Diffley)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/21/2026 | Netflix | NFLX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2026 | AMC Networks | AMCX | Maintain | Underweight (N/A) |
|
Details | ||
| 10/15/2026 | Versant Media Group | VSNT | New Coverage | Equalweight (N/A) |
31.06 (31.38) |
1.03% | Details | |
| 10/8/2026 | Netflix | NFLX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2026 | Comcast Corp | CMCSA | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/28/2026 | Charter Communications | CHTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/28/2026 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2026 | Warner Brothers Discovery | WBD | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/22/2026 | Paramount Skydance | PSKY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2026 | Charter Communications | CHTR | New Coverage | Equalweight (N/A) |
145.77 (106.32) |
-27.06% | 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 (66.29) |
5.32% | Details | |
| 4/30/2026 | Walt Disney | DIS | New Coverage | Overweight (N/A) |
101.30 (111.00) |
9.58% | Details | |
| 4/30/2026 | Roku Inc. | ROKU | New Coverage | Overweight (N/A) |
112.62 (156.74) |
39.18% | Details | |
| 4/30/2026 | Warner Brothers Discovery | WBD | New Coverage | Equalweight (N/A) |
27.05 (30.95) |
14.42% | Details | |
| 4/30/2026 | Omnicom Group | OMC | New Coverage | Equalweight (N/A) |
76.19 (81.42) |
6.86% | Details | |
| 4/30/2026 | AMC Networks | AMCX | New Coverage | Underweight (N/A) |
8.26 (9.93) |
20.22% | Details | |
| 4/30/2026 | Starz Entertainment | STRZ | New Coverage | Equalweight (N/A) |
17.47 (24.91) |
42.59% | Details | |
| 4/30/2026 | Liberty Formula One | FWONK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Paramount Skydance | PSKY | Upgrade | Overweight (Underweight) |
10.34 (9.78) |
-5.42% | Details | |
| 4/30/2026 | TKO Group Holdings | TKO | Upgrade | Overweight (Equalweight) |
183.71 (177.53) |
-3.36% | 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 (21.81) |
-22.93% | Details | |
| 4/16/2026 | Verizon Communications | VZ | New Coverage | Equalweight (N/A) |
45.03 (43.15) |
-4.17% | Details | |
| 4/16/2026 | T-Mobile US, | TMUS | New Coverage | Overweight (N/A) |
190.19 (152.84) |
-19.64% | Details | |
| 4/16/2026 | AT&T | T | New Coverage | Overweight (N/A) |
25.46 (21.84) |
-14.22% | Details | |
| 4/9/2026 | Netflix | NFLX | Maintain | Overweight (N/A) |
|
Details |


