Ratings by BMO Capital (Keith Bachman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Okta, Inc | OKTA | Upgrade | Outperform (Market Perform) |
79.65 (80.72) |
1.34% | Details | |
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/10/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2026 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2026 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2026 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2026 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/18/2025 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/15/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2025 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2025 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2025 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/13/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Netskope | NTSK | New Coverage | Outperform (N/A) |
21.96 (11.29) |
-48.59% | Details | |
| 10/3/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2025 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/29/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/11/2025 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2025 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | MongoDB | MDB | New Coverage | Outperform (N/A) |
235.16 (270.47) |
15.02% | Details | |
| 7/24/2025 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2025 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/13/2025 | Oracle | ORCL | Upgrade | Outperform (Market Perform) |
199.86 (152.96) |
-23.47% | Details | |
| 6/9/2025 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/6/2025 | Rubrik Inc | RBRK | 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 | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/27/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/14/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2025 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Telus International | TIXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2025 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/6/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/18/2025 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2025 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | Checkpoint Software | CHKP | Upgrade | Outperform (Market Perform) |
231.31 (165.22) |
-28.57% | Details | |
| 3/27/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2025 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/25/2025 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/18/2025 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/17/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/10/2025 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Outperform (N/A) |
23.00 (15.39) |
-33.09% | Details | |
| 3/6/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2025 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2025 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2025 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/5/2025 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2025 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Atlassian Corporation | TEAM | Upgrade | Outperform (Market Perform) |
244.49 (83.62) |
-65.8% | Details | |
| 12/20/2024 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/16/2024 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/16/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2024 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/15/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/13/2024 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/11/2024 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2024 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2024 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/22/2024 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2024 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/16/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2024 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/25/2024 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/25/2024 | Smartsheet Inc. | SMAR | Downgrade | Market Perform (Outperform) |
52.09 (56.47) |
8.41% | Details | |
| 9/20/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/6/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2024 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/13/2024 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/12/2024 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/9/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/8/2024 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2024 | Telus International | TIXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/1/2024 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/26/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2024 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/23/2024 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/12/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | SAP AG | SAP | Upgrade | Outperform (Market Perform) |
200.75 (202.25) |
0.75% | Details | |
| 6/27/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2024 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/14/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/6/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Rubrik Inc | RBRK | Upgrade | Outperform (Market Perform) |
31.40 (57.17) |
82.07% | Details | |
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2024 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/3/2024 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/23/2024 | WalkMe Ltd. | WKME | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Rubrik Inc | RBRK | New Coverage | Market Perform (N/A) |
34.86 (31.40) |
-9.93% | Details | |
| 5/17/2024 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/16/2024 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/16/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2024 | Telus International | TIXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2024 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2024 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2024 | Telus International | TIXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/30/2024 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/26/2024 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/26/2024 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2024 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/18/2024 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2024 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/22/2024 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/18/2024 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/18/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2024 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/13/2024 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/11/2024 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/11/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/23/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | WalkMe Ltd. | WKME | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Telus International | TIXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2024 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2024 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2024 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Datadog | DDOG | New Coverage | Outperform (N/A) |
123.00 (125.75) |
2.24% | Details | |
| 1/12/2024 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/9/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2023 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/15/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2023 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/8/2023 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/30/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2023 | WalkMe Ltd. | WKME | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/14/2023 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2023 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/9/2023 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/9/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | Telus International | TIXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2023 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2023 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/2/2023 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2023 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2023 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/29/2023 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/27/2023 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/25/2023 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/21/2023 | Splunk | SPLK | Downgrade | Market Perform (Outperform) |
119.59 (156.90) |
31.2% | Details | |
| 9/8/2023 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/31/2023 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/31/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2023 | WalkMe Ltd. | WKME | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/10/2023 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/10/2023 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/9/2023 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2023 | Telus International | TIXT | Downgrade | Market Perform (Outperform) |
9.38 (4.31) |
-54.05% | Details | |
| 8/4/2023 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2023 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/3/2023 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/3/2023 | DXC Technology | DXC | Downgrade | Market Perform (Outperform) |
27.65 (12.95) |
-53.16% | Details | |
| 8/1/2023 | New Relic | NEWR | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/27/2023 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/26/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/17/2023 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/12/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2023 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2023 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/21/2023 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/16/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2023 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/12/2023 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2023 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/2/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | Okta, Inc | OKTA | Downgrade | Market Perform (Outperform) |
90.90 (79.65) |
-12.38% | Details | |
| 6/1/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2023 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2023 | WalkMe Ltd. | WKME | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/11/2023 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/11/2023 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2023 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2023 | Telus International | TIXT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2023 | WalkMe Ltd. | WKME | Downgrade | Market Perform (Outperform) |
10.00 (13.95) |
39.5% | Details | |
| 5/5/2023 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/5/2023 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2023 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Checkpoint Software | CHKP | Downgrade | Market Perform (Outperform) |
127.36 (231.31) |
81.62% | Details | |
| 5/1/2023 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Upgrade | Outperform (Market Perform) |
275.42 (408.65) |
48.37% | Details | |
| 4/24/2023 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2023 | Microsoft | MSFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/20/2023 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/14/2023 | Microsoft | MSFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/14/2023 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/14/2023 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/14/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2023 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2023 | Microsoft | MSFT | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/24/2023 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/17/2023 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/17/2023 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/15/2023 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2023 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | Qualtrics | XM | Downgrade | Market Perform (Outperform) |
17.13 (18.14) |
5.9% | Details | |
| 3/6/2023 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | WalkMe Ltd. | WKME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2023 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | Telus International | TIXT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2023 | New Relic | NEWR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/8/2023 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2023 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2023 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2023 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2023 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2023 | Fortinet | FTNT | Downgrade | Market Perform (Outperform) |
53.09 (83.67) |
57.6% | Details | |
| 1/27/2023 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/25/2023 | Microsoft | MSFT | Downgrade | Market Perform (Outperform) |
242.04 (408.65) |
68.84% | Details | |
| 1/23/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2023 | CrowdStrike Holdings | CRWD | New Coverage | Outperform (N/A) |
104.43 (428.99) |
310.79% | Details | |
| 1/13/2023 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2023 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/4/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2022 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/13/2022 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/1/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2022 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/18/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2022 | WalkMe Ltd. | WKME | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2022 | Rackspace Technology Inc. | RXT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2022 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2022 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/9/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | New Relic | NEWR | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2022 | Telus International | TIXT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/4/2022 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Cognizant Technology Solutions | CTSH | Downgrade | Market Perform (Outperform) |
62.53 (66.26) |
5.97% | Details | |
| 10/31/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2022 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2022 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/7/2022 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/2/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2022 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/8/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Fortinet | FTNT | Upgrade | Outperform (Market Perform) |
58.85 (83.67) |
42.18% | Details | |
| 6/23/2022 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/17/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/2/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2022 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/27/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/11/2022 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/6/2022 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/6/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2022 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/14/2022 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2022 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2022 | Datto Holding Corp. | MSP | Downgrade | Market Perform (Outperform) |
34.65 (35.18) |
1.53% | Details | |
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/17/2022 | Telos Corp. | TLS | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/16/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/25/2022 | Telos Corp. | TLS | Downgrade | Market Perform (Outperform) |
12.31 (4.30) |
-65.07% | Details | |
| 2/24/2022 | N-Able Inc. | NABL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/24/2022 | Datto Holding Corp. | MSP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Rackspace Technology Inc. | RXT | Downgrade | Market Perform (Outperform) |
11.91 (2.07) |
-82.62% | Details | |
| 2/17/2022 | WalkMe Ltd. | WKME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | Checkpoint Software | CHKP | Upgrade | Outperform (Market Perform) |
131.75 (165.22) |
25.4% | Details | |
| 2/14/2022 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2022 | Telus International | TIXT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/3/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/27/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/24/2022 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2022 | SAP AG | SAP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2022 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/17/2021 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/15/2021 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/15/2021 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2021 | Oracle | ORCL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/3/2021 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2021 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/21/2021 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/5/2021 | N-Able Inc. | NABL | New Coverage | Market Perform (N/A) |
12.78 (4.98) |
-61.03% | Details | |
| 9/16/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2021 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2021 | UiPath Inc. | PATH | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/2/2021 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2021 | FireEye, Inc | FEYE | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/27/2021 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | DXC Technology | DXC | Upgrade | Outperform (Market Perform) |
39.98 (12.95) |
-67.61% | Details | |
| 7/30/2021 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/30/2021 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/12/2021 | WalkMe Ltd. | WKME | New Coverage | Outperform (N/A) |
29.48 (13.95) |
-52.68% | Details | |
| 6/25/2021 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2021 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/28/2021 | VMware | VMW | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/26/2021 | Zscaler | ZS | Upgrade | Outperform (Market Perform) |
174.40 (164.06) |
-5.93% | Details | |
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Market Perform (N/A) |
66.42 (11.86) |
-82.14% | Details | |
| 4/30/2021 | Atlassian Corporation | TEAM | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/30/2021 | Fortinet | FTNT | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/27/2021 | Checkpoint Software | CHKP | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/22/2021 | Qualtrics | XM | Upgrade | Outperform (Market Perform) |
33.84 (18.14) |
-46.39% | Details | |
| 4/12/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2021 | Qualtrics | XM | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/26/2021 | Telos Corp. | TLS | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/19/2021 | Accenture plc | ACN | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/16/2021 | Accenture plc | ACN | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/11/2021 | Oracle | ORCL | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/10/2021 | Fortinet | FTNT | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/10/2021 | Qualtrics | XM | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/9/2021 | Datto Holding Corp. | MSP | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/9/2021 | Oracle | ORCL | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/4/2021 | Okta, Inc | OKTA | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/1/2021 | Telus International | TIXT | New Coverage | Outperform (N/A) |
29.13 (9.38) |
-67.8% | Details | |
| 2/26/2021 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/26/2021 | VMware | VMW | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 2/26/2021 | Zscaler | ZS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 2/23/2021 | Palo Alto Networks | PANW | Upgrade | Outperform (Market Perform) |
396.90 (165.05) |
-58.42% | Details | |
| 2/19/2021 | Rackspace Technology Inc. | RXT | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/17/2021 | Cornerstone OnDemand | CSOD | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 2/16/2021 | Ceridian HCM Holding Inc. | CDAY | Upgrade | Outperform (Market Perform) |
95.77 (71.87) |
-24.96% | Details | |
| 1/28/2021 | ServiceNow | NOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/14/2021 | Infosys Technologies | INFY | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/14/2021 | VMware | VMW | Downgrade | Market Perform (Outperform) |
142.91 (142.48) |
-0.3% | Details | |
| 1/4/2021 | Mimecast Limited | MIME | Downgrade | Market Perform (Outperform) |
56.84 (79.92) |
40.61% | Details | |
| 12/22/2020 | RealPage | RP | Downgrade | Market Perform (Outperform) |
67.83 (88.72) |
30.8% | Details | |
| 11/25/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | New Relic | NEWR | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/28/2020 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/15/2020 | ServiceNow | NOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/8/2020 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2020 | Rackspace Technology Inc. | RXT | New Coverage | Outperform (N/A) |
18.69 (2.07) |
-88.92% | Details | |
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2020 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/16/2020 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/16/2020 | Cognizant Technology Solutions | CTSH | Upgrade | Outperform (Market Perform) |
56.47 (66.26) |
17.34% | Details | |
| 6/26/2020 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/1/2020 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/1/2020 | Zscaler | ZS | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/27/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2020 | Palo Alto Networks | PANW | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/15/2020 | New Relic | NEWR | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/4/2020 | Cognizant Technology Solutions | CTSH | Downgrade | Market Perform (Outperform) |
58.02 (66.26) |
14.2% | Details | |
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/21/2020 | Infosys Technologies | INFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | FireEye, Inc | FEYE | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2020 | Okta, Inc | OKTA | Upgrade | Outperform (Market Perform) |
128.09 (80.72) |
-36.98% | Details | |
| 3/30/2020 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2020 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/5/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2020 | Palo Alto Networks | PANW | Downgrade | Market Perform (Outperform) |
243.00 (165.05) |
-32.08% | Details | |
| 2/11/2020 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | Teradata | TDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/10/2020 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/10/2020 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2020 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2020 | New Relic | NEWR | Downgrade | Market Perform (Outperform) |
67.87 (86.99) |
28.17% | Details | |
| 1/31/2020 | Smartsheet Inc. | SMAR | New Coverage | Outperform (N/A) |
47.45 (56.47) |
19.01% | Details | |
| 1/24/2020 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/21/2020 | Dynatrace Inc. | DT | New Coverage | Outperform (N/A) |
27.40 (39.28) |
43.36% | Details | |
| 1/21/2020 | Ceridian HCM Holding Inc. | CDAY | New Coverage | Market Perform (N/A) |
72.82 (69.52) |
-4.53% | Details | |
| 12/20/2019 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2019 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/19/2019 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/6/2019 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/4/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2019 | Zscaler | ZS | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/27/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2019 | DXC Technology | DXC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/11/2019 | Teradata | TDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2019 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2019 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Conduent | CDNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2019 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2019 | FireEye, Inc | FEYE | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/28/2019 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2019 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2019 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2019 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2019 | Infosys Technologies | INFY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2019 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/18/2019 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2019 | New Relic | NEWR | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/11/2019 | Zscaler | ZS | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/5/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2019 | VMware | VMW | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/23/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2019 | DXC Technology | DXC | Downgrade | Market Perform (Outperform) |
51.65 (12.95) |
-74.93% | Details | |
| 8/8/2019 | Genpact Ltd. | G | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2019 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Teradata | TDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/2/2019 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | FireEye, Inc | FEYE | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/26/2019 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2019 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/16/2019 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/19/2019 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2019 | FireEye, Inc | FEYE | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/28/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2019 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2019 | Teradata | TDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/3/2019 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2019 | Tableau Software | DATA | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2019 | Checkpoint Software | CHKP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/18/2019 | Atlassian Corporation | TEAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/17/2019 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/28/2019 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/5/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2019 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2019 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2019 | Cognizant Technology Solutions | CTSH | Upgrade | Outperform (Market Perform) |
71.21 (66.26) |
-6.95% | Details | |
| 2/6/2019 | Tableau Software | DATA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2019 | Cognizant Technology Solutions | CTSH | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2019 | IBM | IBM | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/22/2019 | Palo Alto Networks | PANW | Upgrade | Outperform (Market Perform) |
203.30 (165.05) |
-18.81% | Details | |
| 1/22/2019 | Fortinet | FTNT | Downgrade | Market Perform (Outperform) |
70.50 (83.67) |
18.68% | Details | |
| 12/14/2018 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2018 | Palo Alto Networks | PANW | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/30/2018 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2018 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | FireEye, Inc | FEYE | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/31/2018 | Cognizant Technology Solutions | CTSH | Downgrade | Market Perform (Outperform) |
69.22 (71.21) |
2.87% | Details | |
| 10/15/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2018 | Accenture plc | ACN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/20/2018 | Red Hat | RHT | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/14/2018 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2018 | Palo Alto Networks | PANW | Maintain | Market Perform (N/A) |
|
Details |
