Ratings by Bernstein SocGen Group (Peter Weed)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2026 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2026 | Zoom Technologies | ZOOM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/23/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Zscaler | ZS | Upgrade | Outperform (Market Perform) |
170.90 (164.06) |
-4% | Details | |
| 2/5/2026 | Cloudflare Inc. | NET | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Confluent Inc | CFLT | Downgrade | Market Perform (Outperform) |
30.50 (30.77) |
0.89% | Details | |
| 1/21/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/12/2026 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/1/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2025 | Zscaler | ZS | Downgrade | Market Perform (Outperform) |
251.97 (164.06) |
-34.89% | Details | |
| 11/26/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2025 | CrowdStrike Holdings | CRWD | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/8/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/6/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | CrowdStrike Holdings | CRWD | Downgrade | Market Perform (Outperform) |
460.56 (428.99) |
-6.85% | Details | |
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2025 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | Okta, Inc | OKTA | Upgrade | Outperform (Market Perform) |
86.11 (80.72) |
-6.26% | Details | |
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2024 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/25/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2024 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2024 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/26/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2024 | SentinelOne Inc | S | Maintain | (Outperform) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/22/2023 | Zoom Video | ZM | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/16/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/9/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/9/2023 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Okta, Inc | OKTA | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/20/2022 | Twilio | TWLO | New Coverage | Market Perform (N/A) |
89.10 (128.03) |
43.69% | Details | |
| 7/20/2022 | Zoom Video | ZM | New Coverage | Market Perform (N/A) |
98.92 (77.50) |
-21.65% | Details | |
| 7/20/2022 | Okta, Inc | OKTA | New Coverage | Market Perform (N/A) |
95.46 (86.11) |
-9.79% | Details | |
| 7/20/2022 | Atlassian Corporation | TEAM | New Coverage | Outperform (N/A) |
187.97 (83.62) |
-55.51% | Details | |
| 7/20/2022 | ServiceNow | NOW | New Coverage | Outperform (N/A) |
426.74 (124.34) |
-70.86% | Details | |
| 7/20/2022 | Datadog | DDOG | New Coverage | Outperform (N/A) |
91.04 (125.75) |
38.13% | Details |
