Ratings by Baird (Vikram Kesavabhotla)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/22/2026 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2026 | Waystar Holding | WAY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2026 | Lionsgate Studios Corp | LION | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2026 | Hinge Health Inc | HNGE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2026 | Roku Inc. | ROKU | Downgrade | Neutral (Outperform) |
119.64 (145.37) |
21.51% | Details | |
| 5/15/2026 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Omada Health Inc | OMDA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Hinge Health Inc | HNGE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Duolingo Inc. | DUOL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2026 | Doximity Inc | DOCS | Downgrade | Neutral (Outperform) |
26.45 (21.05) |
-20.42% | Details | |
| 5/11/2026 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2026 | Starz Entertainment | STRZ | Upgrade | Outperform (Neutral) |
20.10 (26.23) |
30.5% | Details | |
| 5/5/2026 | Lionsgate Studios Corp | LION | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | Dolby Laboratories | DLB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2026 | Waystar Holding | WAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2026 | Lionsgate Studios Corp | LION | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2026 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Netflix | NFLX | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/13/2026 | Omada Health Inc | OMDA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2026 | Wix.com | WIX | Downgrade | Neutral (Outperform) |
92.94 (55.04) |
-40.78% | Details | |
| 3/2/2026 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Waystar Holding | WAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Hinge Health Inc | HNGE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Lionsgate Studios Corp | LION | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2025 | Wix.com | WIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2025 | Starz Entertainment | STRZ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2025 | Dolby Laboratories | DLB | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2025 | Omada Health Inc | OMDA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2025 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2025 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2025 | Duolingo Inc. | DUOL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2025 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | Hinge Health Inc | HNGE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2025 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Integral Ad Science Holding Corp | IAS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2025 | TKO Group Holdings | TKO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2025 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Duolingo Inc. | DUOL | New Coverage | Neutral (N/A) |
282.51 (134.58) |
-52.36% | Details | |
| 9/5/2025 | Dolby Laboratories | DLB | New Coverage | Neutral (N/A) |
72.36 (58.50) |
-19.15% | Details | |
| 9/4/2025 | Waystar Holding | WAY | New Coverage | Outperform (N/A) |
37.46 (21.20) |
-43.41% | Details | |
| 9/4/2025 | Hinge Health Inc | HNGE | New Coverage | Neutral (N/A) |
57.44 (75.59) |
31.6% | Details | |
| 9/4/2025 | Lionsgate Studios Corp | LION | New Coverage | Outperform (N/A) |
6.79 (6.79) |
0% | Details | |
| 9/4/2025 | TKO Group Holdings | TKO | New Coverage | Outperform (N/A) |
186.61 (182.33) |
-2.29% | Details | |
| 9/4/2025 | Omada Health Inc | OMDA | New Coverage | Neutral (N/A) |
23.56 (19.96) |
-15.28% | Details | |
| 9/4/2025 | Starz Entertainment | STRZ | New Coverage | Neutral (N/A) |
12.97 (20.10) |
54.97% | Details | |
| 8/14/2025 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Wix.com | WIX | Upgrade | Outperform (Neutral) |
152.34 (92.94) |
-38.99% | Details | |
| 5/20/2025 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2025 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | Integral Ad Science Holding Corp | IAS | Downgrade | Neutral (Outperform) |
8.74 (10.34) |
18.31% | Details | |
| 3/28/2025 | DoubleVerify | DV | Downgrade | Neutral (Outperform) |
14.06 (11.21) |
-20.27% | Details | |
| 3/10/2025 | Hims and Hers | HIMS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2025 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | Bumble Inc. | BMBL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2025 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Roku Inc. | ROKU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2024 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | Roku Inc. | ROKU | Upgrade | Outperform (Neutral) |
74.32 (119.64) |
60.98% | Details | |
| 11/14/2024 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2024 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Hims and Hers | HIMS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | GoodRx Holdings Inc. | GDRX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Bumble Inc. | BMBL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2024 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2024 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2024 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/17/2024 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2024 | The Trade Desk | TTD | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/5/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/12/2024 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | Hims and Hers | HIMS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | Bumble Inc. | BMBL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2024 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2024 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | R1 RCM Inc | RCM | Downgrade | Neutral (Outperform) |
12.88 (14.31) |
11.1% | Details | |
| 7/25/2024 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2024 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | Squarespace | SQSP | Downgrade | Neutral (Outperform) |
38.19 (46.57) |
21.94% | Details | |
| 5/13/2024 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | Squarespace | SQSP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | Match Group | MTCH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2024 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2024 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/25/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2024 | Squarespace | SQSP | Upgrade | Outperform (Neutral) |
33.28 (38.19) |
14.75% | Details | |
| 2/14/2024 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Netflix | NFLX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2023 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2023 | GoDaddy Inc | GDDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | The Trade Desk | TTD | New Coverage | Outperform (N/A) |
72.74 (18.04) |
-75.2% | Details | |
| 8/18/2023 | Integral Ad Science Holding Corp | IAS | New Coverage | Outperform (N/A) |
14.07 (10.34) |
-26.51% | Details | |
| 8/18/2023 | DoubleVerify | DV | New Coverage | Outperform (N/A) |
32.84 (11.21) |
-65.86% | Details | |
| 8/15/2023 | Hims and Hers | HIMS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2023 | GoodRx Holdings Inc. | GDRX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2023 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Netflix | NFLX | Upgrade | Outperform (Neutral) |
437.42 (71.66) |
-83.62% | Details | |
| 6/5/2023 | Spotify | SPOT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2023 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2023 | GoodRx Holdings Inc. | GDRX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2023 | Roku Inc. | ROKU | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2023 | Netflix | NFLX | New Coverage | Neutral (N/A) |
338.99 (71.66) |
-78.86% | Details | |
| 4/11/2023 | Match Group | MTCH | New Coverage | Outperform (N/A) |
35.72 (39.34) |
10.13% | Details | |
| 4/11/2023 | Roku Inc. | ROKU | New Coverage | Neutral (N/A) |
64.08 (74.32) |
15.98% | Details | |
| 4/11/2023 | Squarespace | SQSP | New Coverage | Neutral (N/A) |
32.42 (46.57) |
43.65% | Details | |
| 4/11/2023 | Spotify | SPOT | New Coverage | Outperform (N/A) |
132.48 (503.54) |
280.09% | Details | |
| 4/11/2023 | R1 RCM Inc | RCM | New Coverage | Outperform (N/A) |
14.70 (14.31) |
-2.65% | Details | |
| 4/11/2023 | Hims and Hers | HIMS | New Coverage | Neutral (N/A) |
9.95 (27.69) |
178.29% | Details | |
| 4/11/2023 | GoDaddy Inc | GDDY | New Coverage | Outperform (N/A) |
76.51 (84.06) |
9.87% | Details | |
| 4/11/2023 | Bumble Inc. | BMBL | New Coverage | Outperform (N/A) |
18.60 (2.85) |
-84.68% | Details | |
| 2/13/2023 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2022 | Doximity Inc | DOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2022 | Signify Health Inc | SGFY | Downgrade | Neutral (Outperform) |
28.39 (30.49) |
7.4% | Details | |
| 6/1/2022 | GoodRx Holdings Inc. | GDRX | Downgrade | Neutral (Outperform) |
8.11 (3.08) |
-62.02% | Details | |
| 5/16/2022 | Signify Health Inc | SGFY | Upgrade | Outperform (Neutral) |
11.45 (30.49) |
166.29% | Details | |
| 5/16/2022 | Innovage Holding Corp | INNV | Downgrade | Neutral (Outperform) |
4.76 (11.44) |
140.34% | Details | |
| 3/15/2022 | GoodRx Holdings Inc. | GDRX | Upgrade | Outperform (Neutral) |
13.87 (3.08) |
-77.79% | Details | |
| 11/17/2021 | Cerner | CERN | New Coverage | Neutral (N/A) |
73.91 (94.92) |
28.43% | Details | |
| 11/17/2021 | Definitive Healthcare Corp | DH | New Coverage | Outperform (N/A) |
43.92 (0.70) |
-98.41% | Details | |
| 11/17/2021 | Doximity Inc | DOCS | New Coverage | Outperform (N/A) |
70.77 (26.45) |
-62.63% | Details | |
| 11/16/2021 | TalkSpace | TALK | Downgrade | Neutral (Outperform) |
3.50 (5.22) |
49.14% | Details | |
| 9/23/2021 | Signify Health Inc | SGFY | Downgrade | Neutral (Outperform) |
23.38 (30.49) |
30.41% | Details | |
| 9/17/2021 | Certara Inc. | CERT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2021 | Oak Street Health | OSH | New Coverage | Outperform (N/A) |
49.37 (39.00) |
-21% | Details | |
| 8/9/2021 | 1Life Healthcare Inc. | ONEM | Downgrade | Neutral (Outperform) |
28.66 (16.47) |
-42.53% | Details | |
| 7/23/2021 | Certara Inc. | CERT | New Coverage | Outperform (N/A) |
25.42 (8.10) |
-68.14% | Details | |
| 7/8/2021 | TalkSpace | TALK | New Coverage | Outperform (N/A) |
6.66 (5.22) |
-21.62% | Details | |
| 6/2/2021 | R1 RCM Inc | RCM | New Coverage | Outperform (N/A) |
23.15 (14.31) |
-38.19% | Details | |
| 5/28/2021 | 1Life Healthcare Inc. | ONEM | New Coverage | Outperform (N/A) |
35.19 (16.47) |
-53.2% | Details | |
| 5/28/2021 | Signify Health Inc | SGFY | New Coverage | Outperform (N/A) |
25.19 (30.49) |
21.04% | Details | |
| 5/28/2021 | Inovalon Holdings | INOV | New Coverage | Outperform (N/A) |
30.39 (37.19) |
22.38% | Details | |
| 5/28/2021 | GoodRx Holdings Inc. | GDRX | New Coverage | Neutral (N/A) |
35.25 (3.08) |
-91.26% | Details | |
| 5/28/2021 | Innovage Holding Corp | INNV | New Coverage | Outperform (N/A) |
21.31 (11.44) |
-46.32% | Details |
