Alex Bolton

US : ZipRecruiter, Inc. - ZIP | Data Points Indicate Likely Upside to 4Q Results; Valuation Attractive; Strong Buy

US : IT Services - Key Internet Takeaways From Day 3 of the 2022 Raymond James Technology Conference

US : IT Services - Key Internet Takeaways From Day 2 of the 2022 Raymond James Technology Conference

US : IT Services - Key Internet Takeaways From Day 1 of the 2022 Raymond James Technology Conference

US : IT Services - Internet | 3Q22 Earnings Learnings — "It's The Economy, Stupid"

US : Nerdy Inc. - NRDY | Shift to Learning Membership Model Showing Early Positive Momentum; Outperform/TP to $3.50

US : LegalZoom.com, Inc. - LZ | Modest 3Q22 Upside; Growth Outlook Remains Muted Given Continued Business Formation Headwinds

US : Duolingo, Inc. - DUOL | Continued User Momentum Drives Strong 3Q Bookings; Outperform/$109 TP

US : Wix.com Ltd. - WIX | Steady 3Q22 Revenue Growth and Cohort Performance With Solid Progress on Cost Reduction Plan

US : ZipRecruiter, Inc. - ZIP | 3Q Upside With In-Line 4Q Guide; Strong Buy/PT to $26

US : TechTarget, Inc. - TTGT | Softer 3Q and Outlook Given Softer IT Spending Environment; Outperform/$55 Target Price

US : Duolingo, Inc. - DUOL | 3Q22 Preview: Expect Upside to 3Q MAUs; Outperform

US : Squarespace, Inc. - SQSP | In-line 3Q; Retention Strong Following Price Increase; Outperform/$26 PT

US : frontdoor, inc. - FTDR | Downgrade to Market Perform on Valuation and Continued Revenue Headwinds

US : GoDaddy Inc. - GDDY | Solid 3Q EBITDA Upside Though Modestly Lower 4Q Guide on Macro & FX; Strong Buy, TP to $88

US : Roku, Inc. - ROKU | 3Q Upside Though Softer 4Q Outlook on Increasing Macro Pressures; Market Perform

US : EverQuote, Inc. - EVER | Solid 3Q Upside Though Hurricane Ian Impacting 4Q; Market Perform

US : Cardlytics, Inc. - CDLX | Softer 4Q Outlook on Slowing Consumer and Advertiser Spend; Market Perform

US : Media - Integrated - Online Advertising | Key Takeaways From 3Q22 AdTech Expert Call

US : Media - Integrated - Internet Services | 3Q22 SMB Services Preview: GDDY, WIX, SQSP, ZIP, LZ

US : ZipRecruiter, Inc. - ZIP | 3Q Data Points Softer Though Above Expectations; Valuation Attractive; Strong Buy

US : Twitter, Inc. - TWTR | Dropping Coverage of Twitter

US : Media - Integrated - Online Advertising | Adtech Takeaways from Mega-Cap Digital Ad Reports

US : Meta Platforms, Inc. - META | In-Line 3Q Though Higher than Expected 2023 Guide for Expenses & CapEx; Outperform/$171 PT

US : Alphabet Inc. - GOOG | Increasing Macro Challenges and Tough Comps Weigh on Ad Growth; Outperform/PT to $120