Ratings by BNP Paribas Exane (Andrew DeGasperi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 1/15/2026 | Samsara Inc | IOT | Upgrade | Outperform (Neutral) |
33.85 (35.36) |
4.46% | Details | |
| 1/15/2026 | OneStream Inc. | OS | Downgrade | Neutral (Outperform) |
23.64 (23.69) |
0.21% | Details | |
| 11/24/2025 | Navan Inc | NAVN | New Coverage | Outperform (N/A) |
14.96 (10.48) |
-29.95% | Details | |
| 10/2/2025 | Synopsys | SNPS | New Coverage | Underperform (N/A) |
488.78 (437.41) |
-10.51% | Details | |
| 10/2/2025 | Cadence Designs | CDNS | New Coverage | Outperform (N/A) |
351.97 (296.94) |
-15.63% | Details | |
| 9/10/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | Zscaler | ZS | Upgrade | Outperform (Neutral) |
215.58 (164.06) |
-23.9% | Details | |
| 4/22/2025 | HubSpot Inc | HUBS | New Coverage | Outperform (N/A) |
539.69 (296.56) |
-45.05% | Details | |
| 4/22/2025 | OneStream Inc. | OS | New Coverage | Outperform (N/A) |
19.66 (23.64) |
20.24% | Details | |
| 4/22/2025 | Vertex Inc. | VERX | New Coverage | Outperform (N/A) |
39.25 (15.25) |
-61.15% | Details | |
| 4/22/2025 | Workiva | WK | New Coverage | Outperform (N/A) |
67.63 (64.90) |
-4.04% | Details |

