Rosenblatt Securities announced the launch of a dedicated research coverage universe for the online travel and mobility sector, stating that it will focus on the largest, most diversified platform operators while remaining on the sidelines for companies confronting structural or competitive headwinds. Analyst Scott Devitt initiated coverage with a series of ratings and price targets. He started Uber Technologies Inc (NYSE: UBER) at a Buy rating with a $100 price target, arguing that recent share weakness tied to autonomous‑vehicle headlines creates an attractive entry point, describing the dislocation as a “high‑quality, durably compounding platform” with the autonomous‑vehicle debate being a longer‑term overhang rather than a near‑term risk. Devitt also initiated DoorDash Inc (NASDAQ: DASH) at Buy with a $270 target, labeling it “the most defensible operator in mobility and delivery” and highlighting its expansion into a global logistics network that includes DoorDash, Wolt and Deliveroo. In the online travel space, he named Booking Holdings Inc (NASDAQ: BKNG) the best‑positioned agency globally, assigning a Buy rating and a $245 target while contending that the market is overstating AI‑driven disintermediation risk. He similarly started Airbnb Inc (NASDAQ: ABNB) at Buy with a $220 target, noting that the overhang from its new‑business investments is receding as those initiatives begin to deliver results. On the more cautious side, Devitt initiated Maplebear (NASDAQ: CART), the parent of Instacart, at Neutral with a $55 target, citing a softening leadership position despite healthy financial results. He also placed Lyft Inc (NASDAQ: LYFT) at Neutral with a $19 target, flagging a structural competitive gap, and Expedia Group Inc (NASDAQ: EXPE) at Neutral with a $360 target, pointing to slowing bookings growth, concentration of U.S. consumer demand, and perceived AI disintermediation risk. This coverage framework underscores Rosenblatt’s preference for platform leaders and its measured stance on firms facing heightened competitive or technological challenges.