Ratings by Mizuho (Gregg Moskowitz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Palantir Technologies Inc. | PLTR | Upgrade | Outperform (Neutral) |
133.02 (157.16) |
18.15% | Details | |
| 2/17/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Fortinet | FTNT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/5/2026 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2026 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2026 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | Zscaler | ZS | Upgrade | Outperform (Neutral) |
230.31 (164.06) |
-28.77% | Details | |
| 12/12/2025 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2025 | Confluent Inc | CFLT | Downgrade | Neutral (Outperform) |
23.14 (30.77) |
32.97% | Details | |
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/20/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/17/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2025 | Rubrik Inc | RBRK | Upgrade | Outperform (Neutral) |
70.51 (57.17) |
-18.92% | Details | |
| 11/11/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | Underperform (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Jamf Holding Corp. | JAMF | Downgrade | Neutral (Outperform) |
11.15 (13.05) |
17.04% | Details | |
| 10/29/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Netskope | NTSK | New Coverage | Outperform (N/A) |
21.75 (11.29) |
-48.09% | Details | |
| 10/9/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | GitLab Inc | GTLB | Downgrade | Neutral (Outperform) |
47.13 (24.91) |
-47.15% | Details | |
| 10/6/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/1/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/30/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/17/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/15/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/8/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/14/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/5/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | Palantir Technologies Inc. | PLTR | Upgrade | Neutral (Underperform) |
148.58 (133.02) |
-10.47% | Details | |
| 7/8/2025 | CoreWeave | CRWV | Downgrade | Neutral (Outperform) |
159.70 (72.99) |
-54.3% | Details | |
| 6/16/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 6/6/2025 | Rubrik Inc | RBRK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | CoreWeave | CRWV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Rubrik Inc | RBRK | Downgrade | Neutral (Outperform) |
84.61 (70.51) |
-16.66% | Details | |
| 5/13/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Outperform (N/A) |
39.09 (159.70) |
308.54% | Details | |
| 4/16/2025 | Cloudflare Inc. | NET | Upgrade | Outperform (Neutral) |
107.12 (195.19) |
82.22% | Details | |
| 4/14/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2025 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Neutral (N/A) |
23.00 (15.39) |
-33.09% | Details | |
| 3/6/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Upgrade | Outperform (Neutral) |
90.49 (80.72) |
-10.8% | Details | |
| 2/28/2025 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Fortinet | FTNT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/30/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2024 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/17/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Fortinet | FTNT | Maintain | Underperform (N/A) |
|
Details | ||
| 12/13/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/26/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/19/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Okta, Inc | OKTA | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/17/2024 | Fortinet | FTNT | Downgrade | Underperform (Neutral) |
82.64 (83.67) |
1.25% | Details | |
| 10/15/2024 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/4/2024 | Jamf Holding Corp. | JAMF | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/19/2024 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/18/2024 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/18/2024 | Confluent Inc | CFLT | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/18/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/10/2024 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/9/2024 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/6/2024 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | GitLab Inc | GTLB | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/16/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Datadog | DDOG | Upgrade | Outperform (Neutral) |
129.42 (125.75) |
-2.84% | Details | |
| 7/16/2024 | Zscaler | ZS | Downgrade | Neutral (Outperform) |
204.47 (230.31) |
12.64% | Details | |
| 6/27/2024 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/7/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Rubrik Inc | RBRK | New Coverage | Outperform (N/A) |
36.57 (84.61) |
131.36% | Details | |
| 5/17/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Jamf Holding Corp. | JAMF | Maintain | (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2024 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Okta, Inc | OKTA | Downgrade | Neutral (Outperform) |
83.99 (90.49) |
7.74% | Details | |
| 1/8/2024 | GitLab Inc | GTLB | Upgrade | Outperform (Neutral) |
57.00 (47.13) |
-17.32% | Details | |
| 1/8/2024 | Okta, Inc | OKTA | Downgrade | Neutral (Outperform) |
82.46 (80.72) |
-2.11% | Details | |
| 12/15/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2023 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | Datadog | DDOG | Downgrade | Neutral (Outperform) |
102.20 (125.75) |
23.04% | Details | |
| 11/3/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/21/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 9/21/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2023 | Adobe | ADBE | Upgrade | (Neutral) |
561.94 (283.62) |
-49.53% | Details | |
| 9/6/2023 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2023 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2023 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/25/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2023 | ServiceNow | NOW | Maintain | (N/A) |
|
Details | ||
| 5/17/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | Fortinet | FTNT | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/17/2023 | Datadog | DDOG | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/12/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | GitLab Inc | GTLB | New Coverage | Neutral (N/A) |
33.94 (24.91) |
-26.61% | Details | |
| 3/29/2023 | Confluent Inc | CFLT | New Coverage | Outperform (N/A) |
20.82 (23.14) |
11.14% | Details | |
| 3/16/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | Fortinet | FTNT | Downgrade | Neutral (Outperform) |
53.21 (82.64) |
55.31% | Details | |
| 1/20/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2022 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2022 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2022 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Rapid7 | RPD | Downgrade | Neutral (Outperform) |
39.07 (7.07) |
-81.9% | Details | |
| 10/28/2022 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2022 | ServiceNow | NOW | Maintain | (N/A) |
|
Details | ||
| 10/27/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2022 | ForgeRock Inc | FORG | Downgrade | Neutral (Outperform) |
22.52 (23.21) |
3.06% | Details | |
| 9/30/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2022 | Splunk | splk | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2022 | Adobe | ADBE | Downgrade | Neutral (Outperform) |
383.63 (283.62) |
-26.07% | Details | |
| 9/9/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2022 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/17/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2022 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2022 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | ForgeRock Inc | FORG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Fortinet | FTNT | Upgrade | Outperform (Neutral) |
287.37 (83.67) |
-70.88% | Details | |
| 4/14/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2022 | Okta, Inc | OKTA | Upgrade | Outperform (Neutral) |
158.41 (80.72) |
-49.04% | Details | |
| 3/3/2022 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2022 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Datadog | DDOG | Maintain | (N/A) |
|
Details | ||
| 2/11/2022 | CyberArk Software | CYBR | Maintain | (N/A) |
|
Details | ||
| 2/11/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2022 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2022 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2022 | ForgeRock Inc | FORG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | Datto Holding Corp. | MSP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2022 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 12/17/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2021 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2021 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2021 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2021 | Zscaler | ZS | Maintain | (N/A) |
|
Details | ||
| 11/15/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | McAfee Corp. | MCFE | Downgrade | Neutral (Outperform) |
25.46 (25.99) |
2.08% | Details | |
| 11/5/2021 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | McAfee Corp. | MCFE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2021 | ForgeRock Inc | FORG | New Coverage | Outperform (N/A) |
33.06 (22.52) |
-31.88% | Details | |
| 9/24/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2021 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2021 | McAfee Corp. | MCFE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2021 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2021 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2021 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2021 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2021 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2021 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 6/23/2021 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/18/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2021 | McAfee Corp. | MCFE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2021 | Zscaler | ZS | Maintain | (N/A) |
|
Details | ||
| 6/9/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2021 | Adobe | ADBE | New Coverage | Outperform (N/A) |
488.07 (283.62) |
-41.89% | Details | |
| 5/13/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Proofpoint | PFPT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2021 | MongoDB | MDB | New Coverage | Neutral (N/A) |
297.96 (270.47) |
-9.23% | Details | |
| 4/13/2021 | Zscaler | ZS | New Coverage | Outperform (N/A) |
185.04 (204.47) |
10.5% | Details | |
| 4/13/2021 | Cloudflare Inc. | NET | New Coverage | Neutral (N/A) |
70.88 (107.12) |
51.13% | Details | |
| 3/12/2021 | Datto Holding Corp. | MSP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2021 | McAfee Corp. | MCFE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2021 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2021 | McAfee Corp. | MCFE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2021 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Splunk | SPLK | Downgrade | Neutral (Outperform) |
205.91 (156.90) |
-23.8% | Details | |
| 12/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2020 | Slack Technologies Inc. | WORK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2020 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2020 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2020 | McAfee Corp. | MCFE | New Coverage | Outperform (N/A) |
16.38 (25.46) |
55.43% | Details | |
| 11/16/2020 | Datto Holding Corp. | MSP | New Coverage | Neutral (N/A) |
30.86 (35.18) |
14% | Details | |
| 11/11/2020 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2020 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2020 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2020 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | Proofpoint | PFPT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2020 | Snowflake Inc. | SNOW | New Coverage | Outperform (N/A) |
238.00 (180.48) |
-24.17% | Details | |
| 10/12/2020 | Ping Identity Holding Corp. | PING | Downgrade | Neutral (Outperform) |
35.77 (28.50) |
-20.32% | Details | |
| 10/8/2020 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2020 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2020 | CrowdStrike Holdings | CRWD | Maintain | (N/A) |
|
Details | ||
| 8/17/2020 | Jamf Holding Corp. | JAMF | New Coverage | Outperform (N/A) |
38.00 (11.15) |
-70.66% | Details | |
| 8/7/2020 | NortonLifelock | NLOK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2020 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/3/2020 | CrowdStrike | CRWD | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/29/2020 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/29/2020 | VMware | VMW | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | (N/A) |
|
Details | ||
| 5/20/2020 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2020 | NortonLifelock | NLOK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2020 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2020 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2020 | ServiceNow | NOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/30/2020 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2020 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2020 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | Datadog | DDOG | New Coverage | Outperform (N/A) |
33.69 (125.75) |
273.26% | Details | |
| 3/26/2020 | ServiceNow | NOW | Upgrade | Outperform (Neutral) |
272.00 (124.34) |
-54.29% | Details | |
| 3/6/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2020 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Slack Technologies Inc. | WORK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | CrowdStrike Holdings | CRWD | Maintain | (N/A) |
|
Details | ||
| 2/13/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2020 | Rapid7 | RPD | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/7/2020 | NortonLifelock | NLOK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2020 | NortonLifelock | NLOK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2020 | NortonLifelock | NLOK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2019 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/20/2019 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/18/2019 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2019 | Slack Technologies Inc. | WORK | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2019 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | NortonLifelock | NLOK | New Coverage | Outperform (N/A) |
24.19 (21.66) |
-10.46% | Details | |
| 11/1/2019 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2019 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2019 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2019 | Splunk | SPLK | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/23/2019 | ServiceNow | NOW | Downgrade | Neutral (Outperform) |
240.90 (124.34) |
-48.39% | Details | |
| 10/14/2019 | Ping Identity Holding Corp. | PING | New Coverage | Outperform (N/A) |
16.08 (28.50) |
77.24% | Details | |
| 10/9/2019 | FireEye, Inc | FEYE | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/13/2019 | Slack Technologies Inc. | WORK | New Coverage | Neutral (N/A) |
25.25 (45.20) |
79.01% | Details | |
| 9/6/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Splunk | SPLK | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/7/2019 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | FireEye, Inc | FEYE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2019 | Proofpoint | PFPT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2019 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2019 | Symantec | SYMC | Upgrade | Outperform (Neutral) |
19.58 (23.75) |
21.3% | Details | |
| 6/10/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2019 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2019 | Symantec | SYMC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2019 | Symantec | SYMC | New Coverage | Neutral (N/A) |
22.88 (19.58) |
-14.42% | Details | |
| 3/27/2019 | Okta, Inc | OKTA | New Coverage | Neutral (N/A) |
82.16 (80.72) |
-1.75% | Details | |
| 3/27/2019 | Fortinet | FTNT | New Coverage | Neutral (N/A) |
85.02 (83.67) |
-1.59% | Details | |
| 3/27/2019 | CyberArk Software | CYBR | New Coverage | Outperform (N/A) |
112.83 (408.85) |
262.36% | Details | |
| 3/27/2019 | Proofpoint | PFPT | New Coverage | Neutral (N/A) |
120.31 (175.90) |
46.21% | Details | |
| 3/27/2019 | Checkpoint Software | CHKP | New Coverage | Neutral (N/A) |
125.43 (165.22) |
31.72% | Details | |
| 3/27/2019 | Rapid7 | RPD | New Coverage | Outperform (N/A) |
50.37 (7.07) |
-85.96% | Details | |
| 3/27/2019 | Palo Alto Networks | PANW | New Coverage | Outperform (N/A) |
241.83 (165.05) |
-31.75% | Details | |
| 3/14/2019 | Microsoft | MSFT | New Coverage | Outperform (N/A) |
113.62 (408.65) |
259.66% | Details | |
| 3/14/2019 | Atlassian Corporation | TEAM | New Coverage | Outperform (N/A) |
110.94 (83.62) |
-24.63% | Details | |
| 3/14/2019 | VMware | VMW | New Coverage | Neutral (N/A) |
175.13 (142.48) |
-18.64% | Details | |
| 3/14/2019 | Splunk | SPLK | New Coverage | Outperform (N/A) |
124.79 (205.91) |
65.01% | Details | |
| 3/14/2019 | salesforce.com | CRM | New Coverage | Outperform (N/A) |
158.28 (202.11) |
27.69% | Details | |
| 3/14/2019 | ServiceNow | NOW | New Coverage | Outperform (N/A) |
238.71 (240.90) |
0.92% | Details | |
| 3/14/2019 | LogMeIn | LOGM | New Coverage | Neutral (N/A) |
81.32 (86.04) |
5.8% | Details |
