Ittai Kidron
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Atlassian (TEAM) PT Raised to $300 at Oppenheimer; Names Top 2024 Pick
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This cybersecurity stock is a new Top Pick at Oppenheimer for this year
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Zscaler (ZS) PT Raised to $290 at Oppenheimer; Named Top Pick
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Elastic surges 18% as AI boost yields beat and raise quarter, analyst upgrade
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Palo Alto Networks shares drop as billings guidance falls short; Seen as a 'minor speed bump'
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Alteryx (AYX) jumps 19% on strong results, guidance
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CrowdStrike raises guidance after Q2 results beat estimates; Results seen as 'strong'
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This cybersecurity juggernaut is no longer a 'Top Pick' at Oppenheimer
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Oppenheimer Removes Palo Alto Networks (PANW) as Top Pick
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Oppenheimer Reiterates Outperform Rating on CyberArk Software (CYBR) Following HQ Visit
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Oppenheimer starts 'Zero Trust Leader' Zscaler (ZS) at Outperform
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Oppenheimer Starts Zscaler (ZS) at Outperform; sees increased adoption of 'zero trust' network
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Oppenheimer Reiterates Outperform Rating on Elastic NV. (ESTC), 'confident Elastic can re-accelerate growth in 2HFY24'
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Oppenheimer Reiterates Outperform Rating on Twilio (TWLO) on activist involvement report
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Twilio shares plunge 17% on weak guidance; Brokers cut numbers
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Oppenheimer most constructive on CrowdStrike (CRWD) and Palo Alto Networks (PANW) into earnings
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Oppenheimer 'remains bullish' on CrowdStrike Holdings (CRWD)
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'Still above the crowd': CrowdStrike guidance tops estimates following Q4 results beat; analysts impressed
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Arista Networks (ANET) delivers a 'meaningful' beat, seen as best in class business
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Oppenheimer on Atlassian Corporation (TEAM) Price Increases: 'we view this as positive news'
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Datadog (DDOG) resilient to macro pressures, a top pick at Oppenheimer
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Oppenheimer upgrades Datadog (DDOG) stock, sees it as a 'core long-term holding'
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Oppenheimer Upgrades Datadog (DDOG) to Outperform
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Cisco (CSCO) stock gains on 'solid' results, analysts note improving supply
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Cisco Systems (CSC) stock gains on earnings, revenue beat
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MongoDB (MDB) Shares Down Sharply on 'Mixed' Outlook
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Arista Networks (ANET) Shares Gain on 'Strong Beat and Raise'
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Progress Software (PRGS) PT Lowered to $53 at Oppenheimer
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Smartsheet Inc. (SMAR) NDR Highlights FCF Breakeven Timing - Oppenheimer
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MongoDB (MDB) User Conference Key Takes - Oppenheimer
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Snowflake (SNOW) Shares Tumble 15% on Conservative Guidance, Analysts Worried About 'Consumption Unknowns'
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Cisco (CSCO) PT Lowered to $50 at Oppenheimer Seeing Both Near Term and Longer Term Challenges
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UPDATE: Oppenheimer Starts BigBear.ai Holdings (BBAI) at Outperform
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MongoDB (MDB) PT Lowered to $410 at Oppenheimer
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Zoom (ZM) Stock Falls on Continued Growth Deceleration, Analysts Not Surprised
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Asana (ASAN) Named Top 2022 Pick at Oppenheimer, PT to $100
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Oppenheimer Names Twilio (TWLO) Top Pick for 2022, Analyst Says Shared Could Rally 140%
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Twilio (TWLO) Highlighted as Top Pick for 2022 at Oppenheimer
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Couchbase Inc (BASE) NDR Confirms Return to >30% Growth is Occurring - Oppenheimer
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Oppenheimer Starts Coveo Solutions (CVO:CN) at Outperform
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CyberArk Software (CYBR) PT Raised to $230 at Oppenheimer, Following Earnings
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UPDATE: Smartsheet Inc. (SMAR) PT Raised to $95 at Oppenheimer on Strong ACV Growth
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Nutanix (NTNX) Gains as Results and Outlook Come Ahead of Expectations, Analyst Raises PT on Rising Confidence
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Oppenheimer & Co. Inc. Announces Successful Conclusion Of 24th Annual Technology Conference
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Box to Participate in Investor Webcast Presentation to Discuss the Content Cloud
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UPDATE: Oppenheimer Starts Progress Software (PRGS) at Outperform
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UPDATE: Oppenheimer Starts monday.com Ltd. (MNDY) at Outperform
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Cisco and Oppenheimer to Host a Tech Talk on Cisco's Collaboration Business
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Snowflake (SNOW) Falls Following Investor Day Despite Strong Guidance, Analysts Bullish But Say Investors May Have Wanted More
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Cisco (CSCO) Tops Q3 Estimates But Shares Dip on Weak Earnings Guidance, Analysts Still Boost PTs to 'Reflect a Better Growth Environment'

