Ratings by BNP Paribas Exane (Andrew DeGasperi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/8/2026 | Dynatrace Inc. | DT | Upgrade | Outperform (Neutral) |
59.81 (64.65) |
8.09% | Details | |
| 9/24/2026 | Synopsys | SNPS | Upgrade | Neutral (Underperform) |
413.06 (455.43) |
10.26% | Details | |
| 9/4/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2026 | PTC Inc. | PTC | New Coverage | Neutral (N/A) |
116.94 (194.07) |
65.96% | Details | |
| 6/18/2026 | Autodesk | ADSK | New Coverage | Outperform (N/A) |
193.07 (246.46) |
27.65% | Details | |
| 6/18/2026 | Bentley Systems Inc. | BSY | New Coverage | Outperform (N/A) |
29.34 (38.62) |
31.63% | Details | |
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Octave Intelligence | OCTV | New Coverage | Outperform (N/A) |
17.20 (21.13) |
22.85% | Details | |
| 5/11/2026 | HubSpot Inc | HUBS | Downgrade | Neutral (Outperform) |
197.34 (251.49) |
27.44% | Details | |
| 3/26/2026 | Navan Inc | NAVN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Samsara Inc | IOT | Upgrade | Outperform (Neutral) |
33.85 (43.42) |
28.27% | Details | |
| 1/15/2026 | OneStream Inc. | OS | Downgrade | Neutral (Outperform) |
23.64 (24.00) |
1.52% | Details | |
| 11/24/2025 | Navan Inc | NAVN | New Coverage | Outperform (N/A) |
14.96 (26.74) |
78.74% | Details | |
| 10/2/2025 | Synopsys | SNPS | New Coverage | Underperform (N/A) |
488.78 (413.06) |
-15.49% | Details | |
| 10/2/2025 | Cadence Designs | CDNS | New Coverage | Outperform (N/A) |
351.97 (328.23) |
-6.74% | 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 (227.47) |
5.52% | Details | |
| 4/22/2025 | HubSpot Inc | HUBS | New Coverage | Outperform (N/A) |
539.69 (197.34) |
-63.43% | 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 (14.75) |
-62.42% | Details | |
| 4/22/2025 | Workiva | WK | New Coverage | Outperform (N/A) |
67.63 (80.04) |
18.35% | Details |
