Ratings by Piper Sandler (Billy Fitzsimmons)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/20/2026 | Braze Inc | BRZE | Downgrade | Neutral (Overweight) |
30.04 (45.29) |
50.77% | Details | |
| 10/20/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2026 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2026 | Procore Technologies, Inc | PCOR | New Coverage | Overweight (N/A) |
49.30 (60.33) |
22.37% | Details | |
| 9/28/2026 | Tyler Tech | TYL | New Coverage | Overweight (N/A) |
325.57 (372.69) |
14.47% | Details | |
| 9/28/2026 | Autodesk | ADSK | New Coverage | Overweight (N/A) |
209.40 (244.22) |
16.63% | Details | |
| 9/11/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2026 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2026 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2026 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2026 | Intuit | INTU | Maintain | Underweight (N/A) |
|
Details | ||
| 8/24/2026 | nCino Inc. | NCNO | New Coverage | Overweight (N/A) |
20.62 (21.51) |
4.32% | Details | |
| 8/24/2026 | Veeva Systems | VEEV | New Coverage | Overweight (N/A) |
247.90 (319.38) |
28.83% | Details | |
| 8/10/2026 | Guidewire | GWRE | New Coverage | Overweight (N/A) |
160.03 (181.01) |
13.11% | Details | |
| 8/6/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | HubSpot Inc | HUBS | Downgrade | Neutral (Overweight) |
248.89 (247.12) |
-0.71% | Details | |
| 8/5/2026 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2026 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2026 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | Agilysys Inc | AGYS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Intuit | INTU | New Coverage | Underweight (N/A) |
289.76 (335.32) |
15.72% | Details | |
| 7/13/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2026 | Toast Inc. | TOST | New Coverage | Overweight (N/A) |
25.00 (32.57) |
30.28% | Details | |
| 6/5/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2026 | Agilysys Inc | AGYS | New Coverage | Overweight (N/A) |
93.55 (115.50) |
23.46% | Details | |
| 5/28/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2026 | ZoomInfo Technologies | GTM | Downgrade | Underweight (Neutral) |
6.38 (4.07) |
-36.21% | Details | |
| 5/8/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | monday.com Ltd. | MNDY | Downgrade | Neutral (Overweight) |
58.81 (99.59) |
69.34% | Details | |
| 4/14/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | Asana | ASAN | Downgrade | Neutral (Overweight) |
5.46 (10.63) |
94.69% | Details | |
| 4/14/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2026 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2026 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2026 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Workday | WDAY | New Coverage | Neutral (N/A) |
175.63 (201.00) |
14.45% | Details | |
| 2/3/2026 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
280.00 (248.89) |
-11.11% | Details | |
| 2/3/2026 | salesforce.com | CRM | New Coverage | Overweight (N/A) |
212.29 (241.04) |
13.54% | Details | |
| 2/3/2026 | Oracle | ORCL | New Coverage | Overweight (N/A) |
164.58 (133.65) |
-18.79% | Details | |
| 2/3/2026 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
430.29 (531.30) |
23.47% | Details | |
| 2/3/2026 | Freshworks Inc | FRSH | New Coverage | Neutral (N/A) |
10.78 (14.83) |
37.57% | Details | |
| 2/3/2026 | Vertex Inc. | VERX | New Coverage | Neutral (N/A) |
18.55 (14.04) |
-24.31% | Details | |
| 2/2/2026 | Adobe | ADBE | New Coverage | Neutral (N/A) |
293.25 (255.00) |
-13.04% | Details |
