Ratings by JPMorgan (Arti Vula)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2026 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2026 | Workday | WDAY | New Coverage | Overweight (N/A) |
124.02 (137.99) |
11.26% | Details | |
| 5/27/2026 | Twilio | TWLO | New Coverage | Overweight (N/A) |
189.65 (209.08) |
10.25% | Details | |
| 5/27/2026 | Snowflake Inc. | SNOW | New Coverage | Overweight (N/A) |
177.60 (262.09) |
47.57% | Details | |
| 5/27/2026 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
99.92 (107.93) |
8.02% | Details | |
| 5/27/2026 | Paycom Software | PAYC | New Coverage | Neutral (N/A) |
132.82 (139.90) |
5.33% | Details | |
| 5/27/2026 | Oracle | ORCL | New Coverage | Overweight (N/A) |
193.06 (143.76) |
-25.54% | Details | |
| 5/27/2026 | monday.com Ltd. | MNDY | New Coverage | Overweight (N/A) |
76.83 (82.50) |
7.38% | Details | |
| 5/27/2026 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
416.03 (386.74) |
-7.04% | Details | |
| 5/27/2026 | Intuit | INTU | New Coverage | Overweight (N/A) |
304.35 (272.14) |
-10.58% | Details | |
| 5/27/2026 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
197.99 (193.84) |
-2.1% | Details | |
| 5/27/2026 | Figma Inc | FIG | New Coverage | Neutral (N/A) |
21.96 (21.08) |
-4.01% | Details | |
| 5/27/2026 | Dynatrace Inc. | DT | New Coverage | Overweight (N/A) |
40.60 (45.52) |
12.12% | Details | |
| 5/27/2026 | Dropbox | DBX | New Coverage | Neutral (N/A) |
26.49 (28.51) |
7.63% | Details | |
| 5/27/2026 | DoubleVerify | DV | New Coverage | Overweight (N/A) |
9.68 (11.67) |
20.56% | Details | |
| 5/27/2026 | Docusign Inc. | DOCU | New Coverage | Neutral (N/A) |
49.32 (46.90) |
-4.91% | Details | |
| 5/27/2026 | Datadog | DDOG | New Coverage | Overweight (N/A) |
223.65 (255.37) |
14.18% | Details | |
| 5/27/2026 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
105.89 (86.46) |
-18.35% | Details | |
| 5/27/2026 | Cloudflare Inc. | NET | New Coverage | Neutral (N/A) |
217.54 (247.55) |
13.8% | Details | |
| 5/27/2026 | Akamai Technologies | AKAM | New Coverage | Underweight (N/A) |
148.21 (112.73) |
-23.94% | Details | |
| 5/27/2026 | Adobe | ADBE | New Coverage | Overweight (N/A) |
240.49 (218.07) |
-9.32% | Details |

