Ratings by Jefferies (John DiFucci)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/2/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2021 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2021 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Mimecast Limited | MIME | Downgrade | Hold (Buy) |
49.92 (79.92) |
60.1% | Details | |
| 1/11/2021 | CrowdStrike Holdings | CRWD | Upgrade | Buy (Hold) |
221.47 (428.99) |
93.7% | Details | |
| 11/6/2020 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2020 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2020 | Mimecast Limited | MIME | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | Mimecast Limited | MIME | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | Cloudflare Inc. | NET | Upgrade | Buy (Hold) |
35.72 (185.36) |
418.92% | Details | |
| 7/28/2020 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Vonage | VG | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Mimecast Limited | MIME | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2019 | Dynatrace Inc. | DT | New Coverage | Hold (N/A) |
24.18 (19.50) |
-19.35% | Details | |
| 8/23/2019 | VMware | VMW | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2019 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2019 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 6/25/2019 | Microsoft | MSFT | Maintain | Underperform (N/A) |
|
Details | ||
| 6/20/2019 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2019 | Vonage | VG | New Coverage | Buy (N/A) |
11.62 (10.71) |
-7.83% | Details | |
| 5/31/2019 | Upland Software | UPLD | New Coverage | Buy (N/A) |
47.55 (38.94) |
-18.11% | Details | |
| 5/30/2019 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2019 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 5/13/2019 | Alarm.com | ALRM | Downgrade | Hold (Buy) |
69.67 (53.42) |
-23.32% | Details | |
| 5/6/2019 | Tufin Software Technologies Inc. | TUFN | New Coverage | Buy (N/A) |
21.42 (12.94) |
-39.59% | Details | |
| 4/12/2019 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2019 | Nutanix | NTNX | Upgrade | Buy (Hold) |
34.94 (39.83) |
14% | Details | |
| 2/27/2019 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2019 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2019 | Mimecast Limited | MIME | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2018 | Apptio | APTI | Downgrade | Hold (Buy) |
38.03 (37.97) |
-0.16% | Details | |
| 11/29/2018 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2018 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 11/13/2018 | SolarWinds | SWI | New Coverage | Buy (N/A) |
15.07 (18.60) |
23.42% | Details | |
| 10/30/2018 | Elastic NV. | ESTC | New Coverage | Hold (N/A) |
60.52 (53.73) |
-11.22% | Details | |
| 10/12/2018 | Carbonite | CARB | New Coverage | Buy (N/A) |
32.36 (15.26) |
-52.84% | Details | |
| 9/27/2018 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | RingCentral | RNG | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2018 | Nutanix | NTNX | Downgrade | Hold (Buy) |
55.66 (34.94) |
-37.23% | Details |
