Ratings by Piper Sandler (James Fish)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2026 | SoundHound AI Inc. | SOUN | Maintain | (N/A) |
|
Details | ||
| 2/27/2026 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | Pure Storage | PSTG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | Axon Enterprise | AXON | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | NICE Systems Ltd | NICE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2026 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2026 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2026 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2026 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Motorola Solutions Inc. | MSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Samsara Inc | IOT | Maintain | (N/A) |
|
Details | ||
| 1/28/2026 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2026 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | SoundHound AI Inc. | SOUN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | DigitalOcean | DOCN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2026 | Twilio | TWLO | Downgrade | Neutral (Overweight) |
142.24 (128.03) |
-9.99% | Details | |
| 1/4/2026 | Motorola Solutions Inc. | MSI | Upgrade | Overweight (Neutral) |
383.32 (460.76) |
20.2% | Details | |
| 1/4/2026 | Five9, Inc | FIVN | Downgrade | Neutral (Overweight) |
20.05 (18.09) |
-9.78% | Details | |
| 1/4/2026 | Arista Networks | ANET | Upgrade | Overweight (Neutral) |
131.03 (132.89) |
1.42% | Details | |
| 1/4/2026 | F5 Networks | FFIV | Upgrade | Overweight (Neutral) |
255.26 (286.22) |
12.13% | Details | |
| 12/23/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/5/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Dell | DELL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2025 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2025 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2025 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2025 | SoundHound AI Inc. | SOUN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2025 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Axon Enterprise | AXON | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Twilio | TWLO | Maintain | (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | (N/A) |
|
Details | ||
| 10/31/2025 | Motorola Solutions Inc. | MSI | Maintain | (N/A) |
|
Details | ||
| 10/28/2025 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2025 | Dell | DELL | New Coverage | Overweight (N/A) |
147.35 (146.48) |
-0.59% | Details | |
| 10/22/2025 | HP Enterprise | HPE | New Coverage | Neutral (N/A) |
22.87 (21.13) |
-7.61% | Details | |
| 10/13/2025 | CommVault Systems | CVLT | Upgrade | Overweight (Neutral) |
176.52 (87.04) |
-50.69% | Details | |
| 9/24/2025 | Motorola Solutions Inc. | MSI | New Coverage | Neutral (N/A) |
471.47 (383.32) |
-18.7% | Details | |
| 9/24/2025 | Axon Enterprise | AXON | New Coverage | Overweight (N/A) |
775.92 (574.01) |
-26.02% | Details | |
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | Pure Storage | PSTG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2025 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2025 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2025 | SoundHound AI Inc. | SOUN | Downgrade | Neutral (Overweight) |
12.29 (8.07) |
-34.34% | Details | |
| 6/20/2025 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 6/20/2025 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/18/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | Pure Storage | PSTG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | SoundHound AI Inc. | SOUN | New Coverage | Overweight (N/A) |
9.55 (12.29) |
28.69% | Details | |
| 5/22/2025 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2025 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2025 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2025 | Samsara Inc | IOT | Upgrade | Overweight (Neutral) |
41.88 (35.36) |
-15.57% | Details | |
| 2/27/2025 | Pure Storage | PSTG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2025 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | Akamai Technologies | AKAM | Downgrade | Neutral (Overweight) |
100.26 (99.89) |
-0.37% | Details | |
| 2/19/2025 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2025 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2024 | Pure Storage | PSTG | Upgrade | Overweight (Neutral) |
53.04 (60.90) |
14.82% | Details | |
| 12/3/2024 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | NICE Systems Ltd | NICE | Downgrade | Neutral (Overweight) |
199.17 (127.52) |
-35.97% | Details | |
| 11/14/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2024 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2024 | Zoom Video | ZM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2024 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2024 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2024 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2024 | DigitalOcean | DOCN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2024 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | Pure Storage | PSTG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | OneStream Inc. | OS | New Coverage | Overweight (N/A) |
29.02 (18.39) |
-36.63% | Details | |
| 8/19/2024 | Pure Storage | PSTG | New Coverage | Neutral (N/A) |
62.54 (53.04) |
-15.19% | Details | |
| 8/19/2024 | Rubrik Inc | RBRK | New Coverage | Overweight (N/A) |
33.62 (57.17) |
70.05% | Details | |
| 8/16/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2024 | Fastly Inc. | FSLY | Downgrade | Neutral (Overweight) |
7.00 (20.14) |
187.71% | Details | |
| 8/2/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Fastly Inc. | FSLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | DigitalOcean | DOCN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Digi International | DGII | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | NICE Systems Ltd | NICE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2024 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | NICE Systems Ltd | NICE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2024 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2024 | Digi International | DGII | New Coverage | Neutral (Overweight) |
26.70 (48.84) |
82.92% | Details | |
| 5/21/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2024 | Fastly Inc. | FSLY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | NICE Systems Ltd | NICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Fastly Inc. | FSLY | Upgrade | Overweight (Neutral) |
12.59 (7.00) |
-44.4% | Details | |
| 3/20/2024 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2024 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/6/2024 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2024 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2024 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2024 | Twilio | TWLO | Upgrade | Overweight (Neutral) |
71.26 (142.24) |
99.61% | Details | |
| 1/8/2024 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2024 | NICE Systems Ltd | NICE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2023 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2023 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/20/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2023 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2023 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2023 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2023 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | DigitalOcean | DOCN | Upgrade | Neutral (Underweight) |
22.99 (54.45) |
136.84% | Details | |
| 10/11/2023 | Arista Networks | ANET | Downgrade | Neutral (Overweight) |
196.40 (131.03) |
-33.28% | Details | |
| 8/9/2023 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | LiveVox Holdings | LVOX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | DigitalOcean | DOCN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/1/2023 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2023 | Twilio | TWLO | Downgrade | Neutral (Overweight) |
69.53 (128.03) |
84.14% | Details | |
| 6/21/2023 | DigitalOcean | DOCN | Downgrade | Underweight (Neutral) |
42.93 (54.45) |
26.83% | Details | |
| 6/13/2023 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2023 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2023 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2023 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | NetScout | NTCT | Upgrade | Neutral (Underweight) |
26.04 (29.80) |
14.44% | Details | |
| 4/11/2023 | Akamai Technologies | AKAM | Upgrade | Overweight (Neutral) |
78.92 (100.26) |
27.04% | Details | |
| 4/4/2023 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2023 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2023 | Samsara Inc | IOT | New Coverage | Neutral (N/A) |
19.69 (41.88) |
112.7% | Details | |
| 2/28/2023 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | DigitalOcean | DOCN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2023 | F5 Networks | FFIV | Maintain | (N/A) |
|
Details | ||
| 1/17/2023 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2023 | NetScout | NTCT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/17/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2023 | NICE Systems Ltd | NICE | Upgrade | Overweight (Neutral) |
198.42 (127.52) |
-35.73% | Details | |
| 1/17/2023 | RingCentral | RNG | Downgrade | Neutral (Overweight) |
36.55 (42.02) |
14.97% | Details | |
| 1/17/2023 | DigitalOcean | DOCN | Downgrade | Neutral (Overweight) |
27.13 (54.45) |
100.7% | Details | |
| 1/17/2023 | Bandwidth Inc. | BAND | Downgrade | Neutral (Overweight) |
23.40 (16.55) |
-29.27% | Details | |
| 1/3/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2022 | Zoom Video | ZM | Maintain | (N/A) |
|
Details | ||
| 11/22/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | Five9, Inc | FIVN | Maintain | (N/A) |
|
Details | ||
| 11/8/2022 | DigitalOcean | DOCN | Maintain | (N/A) |
|
Details | ||
| 11/4/2022 | Cloudflare Inc. | NET | Maintain | (N/A) |
|
Details | ||
| 11/4/2022 | Atlassian Corporation | TEAM | Downgrade | Neutral (Overweight) |
174.17 (176.88) |
1.56% | Details | |
| 11/4/2022 | Arista Networks | ANET | Upgrade | Overweight (Neutral) |
122.25 (132.89) |
8.7% | Details | |
| 11/3/2022 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2022 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2022 | F5 Networks | FFIV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2022 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2022 | Juniper Networks | JNPR | Upgrade | Neutral (Underweight) |
26.61 (39.95) |
50.13% | Details | |
| 10/14/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2022 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2022 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2022 | NICE Systems Ltd | NICE | New Coverage | Neutral (N/A) |
219.71 (127.52) |
-41.96% | Details | |
| 8/23/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/18/2022 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2022 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | LiveVox Holdings | LVOX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Juniper Networks | JNPR | Downgrade | Underweight (Neutral) |
28.67 (26.61) |
-7.19% | Details | |
| 7/13/2022 | F5 Networks | FFIV | Downgrade | Neutral (Overweight) |
152.62 (255.26) |
67.25% | Details | |
| 7/13/2022 | CommVault Systems | CVLT | Downgrade | Neutral (Overweight) |
66.75 (176.52) |
164.45% | Details | |
| 7/6/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2022 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2022 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2022 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2022 | NetScout | NTCT | Downgrade | Underweight (Neutral) |
36.98 (29.80) |
-19.42% | Details | |
| 5/24/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2022 | LiveVox Holdings | LVOX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | Zoom Video | ZM | Downgrade | Neutral (Overweight) |
90.68 (77.50) |
-14.53% | Details | |
| 5/11/2022 | LiveVox Holdings | LVOX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2022 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2022 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2022 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2022 | HashiCorp Inc | HCP | New Coverage | Neutral (N/A) |
50.86 (34.78) |
-31.62% | Details | |
| 4/8/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2022 | DigitalOcean | DOCN | New Coverage | Overweight (N/A) |
57.85 (54.45) |
-5.88% | Details | |
| 3/11/2022 | LiveVox Holdings | LVOX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | Zoom Video | ZM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2022 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2022 | Akamai Technologies | AKAM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2022 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2022 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2022 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2022 | Bandwidth Inc. | BAND | Upgrade | Overweight (Neutral) |
68.12 (16.55) |
-75.7% | Details | |
| 1/6/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Akamai Technologies | AKAM | Downgrade | Neutral (Overweight) |
116.95 (99.89) |
-14.59% | Details | |
| 11/23/2021 | Zoom Video | ZM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2021 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2021 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2021 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2021 | Cloudflare Inc. | NET | Downgrade | Neutral (Overweight) |
139.66 (195.19) |
39.76% | Details | |
| 9/17/2021 | Five9, Inc | FIVN | Upgrade | Overweight (Neutral) |
168.19 (20.05) |
-88.08% | Details | |
| 9/16/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2021 | Zoom Video | ZM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | LiveVox Holdings | LVOX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Bandwidth Inc. | BAND | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2021 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2021 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2021 | Five9, Inc | FIVN | Downgrade | Neutral (Overweight) |
198.37 (168.19) |
-15.21% | Details | |
| 7/27/2021 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | LiveVox Holdings | LVOX | New Coverage | Overweight (N/A) |
8.35 (3.73) |
-55.33% | Details | |
| 6/23/2021 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2021 | Bandwidth Inc. | BAND | New Coverage | Neutral (N/A) |
128.08 (16.55) |
-87.08% | Details | |
| 6/2/2021 | Zoom Video | ZM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2021 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2021 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Nutanix | NTNX | Upgrade | Overweight (Neutral) |
27.18 (39.83) |
46.54% | Details | |
| 4/21/2021 | j2 Global Communications | JCOM | Downgrade | Neutral (Overweight) |
128.03 (142.84) |
11.57% | Details | |
| 3/10/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2021 | Fastly Inc. | FSLY | Upgrade | Neutral (Underweight) |
65.49 (20.14) |
-69.25% | Details | |
| 3/2/2021 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2021 | Zoom Video | ZM | Upgrade | Overweight (Neutral) |
373.61 (77.50) |
-79.26% | Details | |
| 2/23/2021 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2021 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2021 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2021 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2021 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2021 | Arista Networks | ANET | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2021 | CommVault Systems | CVLT | Upgrade | Overweight (Neutral) |
57.30 (87.04) |
51.9% | Details | |
| 1/11/2021 | Fastly Inc. | FSLY | Maintain | Underweight (N/A) |
|
Details | ||
| 12/8/2020 | Fastly Inc. | FSLY | Maintain | Underweight (N/A) |
|
Details | ||
| 12/2/2020 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2020 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2020 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2020 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2020 | NetScout | NTCT | Upgrade | Neutral (Underweight) |
21.12 (29.80) |
41.1% | Details | |
| 10/23/2020 | Fastly Inc. | FSLY | Downgrade | Underweight (Neutral) |
79.25 (20.14) |
-74.59% | Details | |
| 10/13/2020 | Fastly Inc. | FSLY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2020 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2020 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2020 | Atlassian Corporation | TEAM | New Coverage | Overweight (N/A) |
171.02 (83.62) |
-51.11% | Details | |
| 9/9/2020 | Five9, Inc | FIVN | New Coverage | Overweight (N/A) |
115.64 (18.09) |
-84.36% | Details | |
| 8/28/2020 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2020 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2020 | j2 Global Communications | JCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/5/2020 | Fastly Inc. | FSLY | Downgrade | Neutral (Overweight) |
86.45 (20.14) |
-76.7% | Details | |
| 6/3/2020 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2020 | Nutanix | NTNX | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2020 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2020 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2020 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2020 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2020 | Arista Networks | ANET | Downgrade | Neutral (Overweight) |
209.14 (132.89) |
-36.46% | Details | |
| 3/12/2020 | NetScout | NTCT | Maintain | Underweight (N/A) |
|
Details | ||
| 3/12/2020 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2020 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2020 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2020 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2020 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2020 | Fastly Inc. | FSLY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2020 | j2 Global Communications | JCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2020 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2020 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | Fastly Inc. | FSLY | Upgrade | Overweight (Neutral) |
19.52 (86.45) |
342.88% | Details | |
| 12/18/2019 | LogMeIn | LOGM | Downgrade | Neutral (Overweight) |
82.41 (86.04) |
4.4% | Details | |
| 12/10/2019 | Zoom Video | ZM | New Coverage | Neutral (N/A) |
62.74 (77.50) |
23.53% | Details | |
| 12/10/2019 | VMware | VMW | New Coverage | Overweight (N/A) |
147.08 (142.48) |
-3.13% | Details | |
| 12/10/2019 | RingCentral | RNG | New Coverage | Overweight (N/A) |
166.17 (42.02) |
-74.71% | Details | |
| 12/10/2019 | LogMeIn | LOGM | New Coverage | Overweight (N/A) |
74.04 (86.04) |
16.21% | Details | |
| 12/2/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2019 | j2 Global Communications | JCOM | New Coverage | Overweight (N/A) |
94.74 (142.84) |
50.77% | Details | |
| 11/14/2019 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2019 | Cisco | CSCO | Downgrade | Neutral (Overweight) |
48.42 (78.64) |
62.41% | Details | |
| 11/4/2019 | Nutanix | NTNX | New Coverage | Neutral (N/A) |
29.22 (27.18) |
-6.98% | Details | |
| 11/4/2019 | Cloudflare Inc. | NET | New Coverage | Overweight (N/A) |
16.84 (195.19) |
1059.09% | Details | |
| 11/1/2019 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2019 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2019 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2019 | NetScout | NTCT | Downgrade | Underweight (Neutral) |
22.23 (21.12) |
-4.99% | Details | |
| 10/11/2019 | Fastly Inc. | FSLY | Downgrade | Neutral (Overweight) |
24.89 (19.52) |
-21.57% | Details | |
| 9/10/2019 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2019 | F5 Networks | FFIV | Upgrade | Overweight (Neutral) |
132.96 (286.22) |
115.27% | Details | |
| 8/15/2019 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2019 | Fastly Inc. | FSLY | New Coverage | Overweight (N/A) |
16.02 (24.89) |
55.37% | Details | |
| 7/31/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2019 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2019 | NetScout | NTCT | Downgrade | Neutral (Overweight) |
28.37 (22.23) |
-21.64% | Details | |
| 3/29/2019 | F5 Networks | FFIV | Upgrade | Neutral (Underweight) |
152.06 (132.96) |
-12.56% | Details | |
| 3/11/2019 | Mellanox Technologies | MLNX | Downgrade | Neutral (Overweight) |
109.38 (124.89) |
14.18% | Details | |
| 2/14/2019 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2019 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2018 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2018 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2018 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2018 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2018 | Juniper Networks | JNPR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/1/2018 | Cisco | CSCO | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/1/2018 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2018 | F5 Networks | FFIV | Downgrade | Underweight (Neutral) |
199.42 (152.06) |
-23.75% | Details | |
| 8/20/2018 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2018 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2018 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details |
