Ratings by Oppenheimer (Ittai Kidron)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2026 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2026 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2026 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/21/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | JFrog | FROG | Upgrade | Outperform (Perform) |
47.26 (78.93) |
67.01% | Details | |
| 10/31/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Dynatrace Inc. | DT | New Coverage | Outperform (N/A) |
48.11 (40.63) |
-15.55% | Details | |
| 8/11/2025 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | CyberArk Software | CYBR | Downgrade | Perform (Outperform) |
435.19 (408.85) |
-6.05% | Details | |
| 8/1/2025 | Couchbase Inc | BASE | Downgrade | Perform (Outperform) |
24.27 (24.51) |
0.99% | Details | |
| 7/31/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | SentinelOne Inc | S | New Coverage | Outperform (N/A) |
21.73 (14.95) |
-31.2% | Details | |
| 1/13/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/5/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2024 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | JFrog | FROG | Downgrade | Perform (Outperform) |
34.05 (47.26) |
38.8% | Details | |
| 8/2/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Confluent Inc | CFLT | New Coverage | Outperform (N/A) |
31.87 (30.99) |
-2.76% | Details | |
| 5/16/2024 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2024 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2024 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Downgrade | Perform (Outperform) |
57.31 (150.47) |
162.55% | Details | |
| 10/17/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2023 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2023 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2023 | Zscaler | ZS | New Coverage | Outperform (N/A) |
152.99 (124.23) |
-18.8% | Details | |
| 6/2/2023 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2023 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2023 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2023 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2023 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2022 | Datadog | DDOG | Upgrade | Outperform (Perform) |
79.71 (222.21) |
178.77% | Details | |
| 12/7/2022 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | BigBear.ai Holdings | BBAI | Downgrade | Perform (Outperform) |
2.74 (3.39) |
23.72% | Details | |
| 8/5/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2022 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2022 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2022 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | JFrog | FROG | Maintain | (N/A) |
|
Details | ||
| 4/29/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | BigBear.ai Holdings | BBAI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2022 | BigBear.ai Holdings | BBAI | New Coverage | Outperform (N/A) |
7.33 (3.39) |
-53.75% | Details | |
| 3/16/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2022 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Kaltura, Inc. | KLTR | Downgrade | Perform (Outperform) |
3.08 (1.28) |
-58.44% | Details | |
| 2/18/2022 | Backblaze Inc | BLZE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2022 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2021 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2021 | Backblaze Inc | BLZE | New Coverage | Outperform (N/A) |
22.49 (13.73) |
-38.95% | Details | |
| 11/19/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2021 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2021 | Progress Software | PRGS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2021 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2021 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2021 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2021 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2021 | Cambium Networks Corp. | CMBM | New Coverage | Outperform (N/A) |
42.75 (0.40) |
-99.06% | Details | |
| 7/14/2021 | Progress Software | PRGS | New Coverage | Outperform (N/A) |
45.43 (29.99) |
-33.99% | Details | |
| 7/6/2021 | monday.com Ltd. | MNDY | New Coverage | Outperform (N/A) |
229.95 (175.39) |
-23.73% | Details | |
| 6/23/2021 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2021 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2021 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2021 | Box, Inc. | BOX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | New Relic | NEWR | Downgrade | Perform (Outperform) |
78.92 (86.99) |
10.23% | Details | |
| 2/4/2021 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2021 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2021 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2021 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2020 | Nutanix | NTNX | Upgrade | Outperform (Perform) |
31.11 (47.18) |
51.66% | Details | |
| 12/10/2020 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2020 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2020 | Snowflake Inc. | SNOW | New Coverage | Outperform (N/A) |
238.00 (228.77) |
-3.88% | Details | |
| 8/27/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2020 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2020 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2020 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Box, Inc. | BOX | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/1/2020 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | Box, Inc. | BOX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2020 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2020 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2019 | Box, Inc. | BOX | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/21/2019 | Datadog | DDOG | New Coverage | Perform (N/A) |
39.15 (222.21) |
467.59% | Details | |
| 11/14/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Cambium Networks Corp. | CMBM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Arista Networks | ANET | Downgrade | Perform (Outperform) |
246.27 (166.53) |
-32.38% | Details | |
| 10/11/2019 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2019 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2019 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2019 | VMware | VMW | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/23/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2019 | Cambium Networks Corp. | CMBM | New Coverage | Outperform (N/A) |
10.20 (0.40) |
-96.08% | Details | |
| 7/10/2019 | Twilio | TWLo | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2019 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2019 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2019 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/19/2019 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2019 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2019 | Zoom Video | ZM | New Coverage | Perform (N/A) |
82.43 (82.45) |
0.02% | Details | |
| 4/29/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2019 | Smartsheet Inc. | SMAR | New Coverage | Outperform (N/A) |
40.54 (56.47) |
39.29% | Details | |
| 3/7/2019 | Alteryx | AYX | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/6/2019 | Elastic NV. | ESTC | New Coverage | Outperform (N/A) |
90.10 (53.77) |
-40.32% | Details | |
| 3/1/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Nutanix | NTNX | Downgrade | Perform (N/A) |
50.09 (47.18) |
-5.81% | Details | |
| 2/28/2019 | Box, Inc. | BOX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2019 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2019 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2019 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2019 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2018 | Box, Inc. | BOX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2018 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2018 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2018 | MongoDB | MDB | New Coverage | Outperform (N/A) |
65.14 (295.85) |
354.18% | Details | |
| 9/4/2018 | Box, Inc. | BOX | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/22/2018 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2018 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details |
