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Wedbush Research
  • Wedbush Research
W WAYFAIR INC.
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
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.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
08/14/25 August 14, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
PREMIUM
W WAYFAIR INC.
SHOP SHOPIFY INC. ... (+25)

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

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.
08/14/25 August 14, 2025 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
AI C3.AI
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SGMT SAGIMET BIOSCIENCES INC
08/11/25 August 11, 2025 1 EN
Seth Basham
  • Seth Basham
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
08/11/25 August 11, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
PREMIUM
LYFT LYFT

Mister Roboto Looms; Neutral, $15 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush Estimates, FactSet Consensus2Q gross bookings slightly below expectations; adj. EBITDA ahead of consensus. Lyft reported total bookings of $4.5B (+11.7% Y/Y), slightly below to in line with consensus. The company reported total revenue of $1.6B

08/07/25 August 7, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
PLTR INC.
STX PALANTIR TECHNOLOGIES
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
07/31/25 July 31, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/31/25 July 31, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/29/25 July 29, 2025 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
OSTK OVERSTOCK.COM INC.
7974 NINTENDO CO. LTD.
APLS APELLIS PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
UFPI UFP INDUSTRIES INC.
SLDB SOLID BIOSCIENCES INC
07/29/25 July 29, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/28/25 July 28, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/25/25 July 25, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
EXPE EXPEDIA GROUP INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
RBLX AIRBNB INC. CLASS A
ELEV ROBLOX
STX ELEVATION ONCOLOGY
IKNA SEAGATE TECHNOLOGY HLDGS PLC
GFS IKENA ONCOLOGY INC
JANX GLOBALFOUNDRIES INC
YOU JANUX THERAPEUTICS INC
CLEAR SECURE INC
07/25/25 July 25, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
PREMIUM
TRIP TripAdvisor In...
EXPE Expedia Group ... ... (+8)

Now Arriving: July '25 Online Travel Trends

Key Findings:US hotel RevPAR growth has averaged -0.4% Y/Y in 2Q, from +2% Y/Y in 1Q and +4% Y/Y in 4Q24. Growth fell ~1% Y/Y in June after flat Y/Y growth (~0%) in both May and April. Trends are slightly more positive on a 2-year stacked basis, with RevPAR growth averaging +1% Y/Y in 2Q, consisten

TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
07/25/25 July 25, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/17/25 July 17, 2025 1 EN
Abe Rimatzki ... (+2)
  • Abe Rimatzki
  • Seth Basham
GEO GEO GROUP INC. (THE)
TSLA TESLA INC
CXW CORECIVIC INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
NFLX NETFLIX INC.
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
LYFT LYFT
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
BUR BURFORD CAPITAL
07/15/25 July 15, 2025 1 EN
Wedbush Research
  • Wedbush Research
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
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TSEM TOWER SEMICONDUCTOR LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
07/11/25 July 11, 2025 1 EN
Daniel Ives ... (+3)
  • Daniel Ives
  • Matthew Weiss
  • Scott Devitt
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/11/25 July 11, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/11/25 July 11, 2025 1 EN
Matthew Weiss ... (+2)
  • 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
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
07/11/25 July 11, 2025 1 EN
Daniel Ives ... (+3)
  • Daniel Ives
  • Matthew Weiss
  • Scott Devitt
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/10/25 July 10, 2025 1 EN
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