reports
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
KMX CARMAX INC.
TRIP TRIPADVISOR INC.
NVDA NVIDIA CORPORATION
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
TTD THE TRADE DESK
GMTX INC.
CART GEMINI THERAPEUTICS INC
MAPLEBEAR INC.
KMX CARMAX INC.
TRIP TRIPADVISOR INC.
NVDA NVIDIA CORPORATION
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
TTD THE TRADE DESK
GMTX INC.
CART GEMINI THERAPEUTICS INC
MAPLEBEAR INC.
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: December '25 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
W
WAYFAIR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
Wedbush Research
- Wedbush Research
SHOP
SHOPIFY INC.
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: November '25 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
W
WAYFAIR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
SHOP SHOPIFY INC.
KMX CARMAX INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
RIVN INC.
CART RIVIAN AUTOMOTIVE INC
CAMP MAPLEBEAR INC.
STUB CAMP4 THERAPEUTICS CORPORATION
KLAR STUBHUB HOLDINGS INC.
KLARNA GROUP PLC
SHOP SHOPIFY INC.
KMX CARMAX INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
RIVN INC.
CART RIVIAN AUTOMOTIVE INC
CAMP MAPLEBEAR INC.
STUB CAMP4 THERAPEUTICS CORPORATION
KLAR STUBHUB HOLDINGS INC.
KLARNA GROUP PLC
Chase Tohanczyn ... (+4)
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
W
WAYFAIR INC.
SHOP SHOPIFY INC.
KMX CARMAX INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
CART INC.
STUB MAPLEBEAR INC.
KLAR STUBHUB HOLDINGS INC.
KLARNA GROUP PLC
SHOP SHOPIFY INC.
KMX CARMAX INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
CART INC.
STUB MAPLEBEAR INC.
KLAR STUBHUB HOLDINGS INC.
KLARNA GROUP PLC
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
VRDN VIRIDIAN THERAPEUTICS INC
VOR VOR BIOPHARMA
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
ATXS ASTRIA THERAPEUTICS INC
YOU CLEAR SECURE INC
SLDB SOLID BIOSCIENCES INC
JBIO JADE BIOSCIENCES INC
IMA IMAGENEBIO INC.
KLAR KLARNA GROUP PLC
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
VRDN VIRIDIAN THERAPEUTICS INC
VOR VOR BIOPHARMA
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
ATXS ASTRIA THERAPEUTICS INC
YOU CLEAR SECURE INC
SLDB SOLID BIOSCIENCES INC
JBIO JADE BIOSCIENCES INC
IMA IMAGENEBIO INC.
KLAR KLARNA GROUP PLC
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
2025 Holiday eCommerce Tracker: Cautiously Optimistic
Holiday sales began last month with Amazon hosting its Prime Big Deal Days on October 7 and 8 alongside similar early deal events from retailers. Forecasts from Bain and Adobe anticipated Amazon US GMV growth of +7% and +6% Y/Y, respectively, during the two-day event. The majority of purchases duri
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
DASH UNITY SOFTWARE
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
NUVL CLEAR SECURE INC
RUM NUVALENT INC
CART RUMBLE INC
MAPLEBEAR INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
DASH UNITY SOFTWARE
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
NUVL CLEAR SECURE INC
RUM NUVALENT INC
CART RUMBLE INC
MAPLEBEAR INC.
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: October '25 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
W
WAYFAIR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
ARGX ARGENX ADS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PHVS AIRBNB INC. CLASS A
XMTR PHARVARIS NV
STX XOMETRY
TTD INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
MLTX GLOBALFOUNDRIES INC
RUM CI&T INC
CART CLEAR SECURE INC
ORKA MOONLAKE IMMUNOTHERAPEUTICS
SERV RUMBLE INC
BBOT MAPLEBEAR INC.
ORUKA THERAPEUTICS INC
SERVE ROBOTICS INC
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
ARGX ARGENX ADS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PHVS AIRBNB INC. CLASS A
XMTR PHARVARIS NV
STX XOMETRY
TTD INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
MLTX GLOBALFOUNDRIES INC
RUM CI&T INC
CART CLEAR SECURE INC
ORKA MOONLAKE IMMUNOTHERAPEUTICS
SERV RUMBLE INC
BBOT MAPLEBEAR INC.
ORUKA THERAPEUTICS INC
SERVE ROBOTICS INC
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
3Q25 Postmortem: Sentiment Guide Following Results
Post-results, we think the disconnect between fundamentals and investor sentiment offers attractive upside for the highest-quality names in our coverage. We’ve become more constructive on the companies below:META (Outperform) - We are adding Meta Platforms to the Best Ideas List and maintain our $9
W
WAYFAIR INC.
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
Moody's Ratings assigns Baa1 ratings to eBay's new senior unsecured no...
Moody's Ratings (Moody's) assigned Baa1 ratings to new Senior Unsecured Notes to be issued at eBay Inc. (eBay or the Company). eBay's existing ratings including the Baa1 long term issuer rating and P-2 short term commercial paper program rating are unaffected by the proposed transaction. The outlook...
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Well-Positioned for AI Consumer; Neutral, $95 PT
Figure 1. 3Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensuseBay reported strong 3Q results. GMV increased +9.9% Y/Y in the quarter to $20.1B, ahead of the Street's +5.8% Y/Y estimate, and revenue of $2.8B (+9.5% Y/Y) was ~3% ahead of expectations. The company reported non-GA
Wedbush Research
- Wedbush Research
XNCR
XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EBAY EBAY INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
TENB TENABLE HOLDINGS
SMCI SUPER MICRO COMPUTER
STTK INC.
BEAM SHATTUCK LABS
FUBO BEAM THERAPEUTICS
U FUBOTV
TVTX UNITY SOFTWARE
RZLT TRAVERE THERAPEUTICS INC
UFPI REZOLUTE
SANA UFP INDUSTRIES INC.
STX SANA BIOTECHNOLOGY
TCRX SEAGATE TECHNOLOGY HLDGS PLC
APP TSCAN THERAPEUTICS INC
ARTV APPLOVIN CORP
PRME ARTIVA BIOTHERAPEUTICS INC
SYRE PRIME MEDICINE INC
RNAC SPYRE THERAPEUTICS INC.
ZBIO CARTESIAN THERAPEUTICS INC
MAZE ZENAS BIOPHARMA INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EBAY EBAY INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
TENB TENABLE HOLDINGS
SMCI SUPER MICRO COMPUTER
STTK INC.
BEAM SHATTUCK LABS
FUBO BEAM THERAPEUTICS
U FUBOTV
TVTX UNITY SOFTWARE
RZLT TRAVERE THERAPEUTICS INC
UFPI REZOLUTE
SANA UFP INDUSTRIES INC.
STX SANA BIOTECHNOLOGY
TCRX SEAGATE TECHNOLOGY HLDGS PLC
APP TSCAN THERAPEUTICS INC
ARTV APPLOVIN CORP
PRME ARTIVA BIOTHERAPEUTICS INC
SYRE PRIME MEDICINE INC
RNAC SPYRE THERAPEUTICS INC.
ZBIO CARTESIAN THERAPEUTICS INC
MAZE ZENAS BIOPHARMA INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Wedbush Research
- Wedbush Research
W
WAYFAIR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
TVTX PRAXIS PRECISION MEDICINES
TLS TRAVERE THERAPEUTICS INC
DASH TELOS
ABNB DOORDASH
SNOW AIRBNB INC. CLASS A
STX SNOWFLAKE INC. CLASS A
VERA SEAGATE TECHNOLOGY HLDGS PLC
GFS VERA THERAPEUTICS INC
PL GLOBALFOUNDRIES INC
YOU PLANET LABS PBC
EWTX CLEAR SECURE INC
RUM EDGEWISE THERAPEUTICS INC
CRBP RUMBLE INC
CART CORBUS PHARMACEUTICALS HOLDINGS INC.
MAZE MAPLEBEAR INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
TVTX PRAXIS PRECISION MEDICINES
TLS TRAVERE THERAPEUTICS INC
DASH TELOS
ABNB DOORDASH
SNOW AIRBNB INC. CLASS A
STX SNOWFLAKE INC. CLASS A
VERA SEAGATE TECHNOLOGY HLDGS PLC
GFS VERA THERAPEUTICS INC
PL GLOBALFOUNDRIES INC
YOU PLANET LABS PBC
EWTX CLEAR SECURE INC
RUM EDGEWISE THERAPEUTICS INC
CRBP RUMBLE INC
CART CORBUS PHARMACEUTICALS HOLDINGS INC.
MAZE MAPLEBEAR INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
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