Ratings by KeyBanc (Eric Heath)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/16/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2026 | Dynatrace Inc. | DT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/16/2026 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/16/2026 | CommVault Systems | CVLT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/10/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | c3.ai | AI | Maintain | Underweight (N/A) |
|
Details | ||
| 5/28/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Varonis Systems | VRNS | New Coverage | Sector Weight (N/A) |
30.66 (44.78) |
46.05% | Details | |
| 5/20/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2026 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2026 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2026 | CrowdStrike Holdings | CRWD | Upgrade | Overweight (Sector Weight) |
423.95 (183.42) |
-56.74% | Details | |
| 4/15/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | CrowdStrike Holdings | CRWD | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/12/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | c3.ai | AI | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | CrowdStrike Holdings | CRWD | Downgrade | Sector Weight (Overweight) |
463.87 (183.42) |
-60.46% | Details | |
| 12/12/2025 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Sector Weight (N/A) |
|
Details | ||
| 12/1/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2025 | Palo Alto Networks | PANW | Maintain | Sector Weight (N/A) |
|
Details | ||
| 11/7/2025 | Datadog | DDOG | Upgrade | Overweight (Sector Weight) |
154.98 (244.39) |
57.69% | Details | |
| 11/3/2025 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2025 | Netskope | NTSK | New Coverage | Overweight (N/A) |
21.96 (11.17) |
-49.13% | Details | |
| 10/2/2025 | Palo Alto Networks | PANW | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/24/2025 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | c3.ai | AI | Maintain | Underweight (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Downgrade | Sector Weight (Overweight) |
96.21 (151.54) |
57.51% | Details | |
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Sector Weight (Overweight) |
435.19 (408.85) |
-6.05% | Details | |
| 7/31/2025 | Palo Alto Networks | PANW | Downgrade | Sector Weight (Overweight) |
193.84 (325.63) |
67.99% | Details | |
| 7/30/2025 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2025 | Elastic NV. | ESTC | New Coverage | Sector Weight (N/A) |
86.39 (57.33) |
-33.64% | Details | |
| 6/10/2025 | Dynatrace Inc. | DT | New Coverage | Overweight (N/A) |
55.00 (40.65) |
-26.09% | Details | |
| 6/6/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | c3.ai | AI | Maintain | Underweight (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2025 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | c3.ai | AI | Maintain | Underweight (N/A) |
|
Details | ||
| 4/14/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Datadog | DDOG | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/10/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Downgrade | Sector Weight (Overweight) |
264.13 (299.14) |
13.25% | Details | |
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | c3.ai | AI | Maintain | Underweight (N/A) |
|
Details | ||
| 2/21/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2025 | CommVault Systems | CVLT | New Coverage | Overweight (N/A) |
160.46 (141.14) |
-12.04% | Details | |
| 12/19/2024 | Fortinet | FTNT | Upgrade | Overweight (Sector Weight) |
97.62 (96.21) |
-1.44% | Details | |
| 12/19/2024 | c3.ai | AI | Downgrade | Underweight (Sector Weight) |
42.86 (8.15) |
-80.98% | Details | |
| 12/10/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | SentinelOne Inc | S | Maintain | Sector Weight (N/A) |
|
Details | ||
| 12/5/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2024 | c3.ai | AI | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | c3.ai | AI | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Rubrik Inc | RBRK | New Coverage | Overweight (N/A) |
34.86 (72.63) |
108.35% | Details | |
| 4/18/2024 | Zscaler | ZS | Upgrade | Overweight (Sector Weight) |
174.32 (139.70) |
-19.86% | Details | |
| 4/18/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/11/2024 | Snowflake Inc. | SNOW | New Coverage | Overweight (N/A) |
155.58 (265.13) |
70.41% | Details | |
| 4/3/2024 | Fortinet | FTNT | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2024 | Zscaler | ZS | New Coverage | Sector Weight (N/A) |
230.77 (139.70) |
-39.46% | Details | |
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2023 | SentinelOne Inc | S | New Coverage | Sector Weight (N/A) |
15.74 (17.38) |
10.42% | Details | |
| 6/14/2023 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
151.11 (183.42) |
21.38% | Details | |
| 11/16/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | Ping Identity Holding Corp. | PING | Downgrade | Sector Weight (Overweight) |
17.47 (28.50) |
63.14% | Details | |
| 7/22/2022 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2022 | SailPoint Technologies Holdings | SAIL | Downgrade | Sector Weight (Overweight) |
49.59 (14.32) |
-71.12% | Details | |
| 4/5/2022 | ForgeRock Inc | FORG | New Coverage | Sector Weight (N/A) |
21.19 (23.21) |
9.53% | Details | |
| 4/5/2022 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
52.02 (49.59) |
-4.67% | Details | |
| 4/5/2022 | Ping Identity Holding Corp. | PING | New Coverage | Overweight (N/A) |
27.26 (28.50) |
4.55% | Details | |
| 4/5/2022 | CyberArk Software | CYBR | New Coverage | Overweight (N/A) |
169.98 (408.85) |
140.53% | Details |
