Ratings by Wells Fargo (Richard Poland)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/4/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/17/2026 | SentinelOne Inc | S | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/17/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/17/2026 | Netskope | NTSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/17/2026 | Okta, Inc | OKTA | Upgrade | Overweight (Equal Weight) |
154.95 (170.60) |
10.1% | Details | |
| 8/7/2026 | Gen Digital Inc | GEN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/31/2026 | Checkpoint Software | CHKP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/30/2026 | Tenable | TENB | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/30/2026 | Fortinet | FTNT | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/29/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/20/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/20/2026 | Okta, Inc | OKTA | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/20/2026 | Fortinet | FTNT | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/20/2026 | Checkpoint Software | CHKP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/10/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2026 | Okta, Inc | OKTA | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/28/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2026 | SentinelOne Inc | S | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/21/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Okta, Inc | OKTA | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/21/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/1/2026 | Checkpoint Software | CHKP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/30/2026 | Tenable | TENB | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/29/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/19/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/13/2026 | SentinelOne Inc | S | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/2/2026 | Checkpoint Software | CHKP | New Coverage | Equal Weight (N/A) |
152.07 (137.05) |
-9.88% | Details | |
| 3/2/2026 | Netskope | NTSK | New Coverage | Overweight (N/A) |
10.80 (13.94) |
29.07% | Details | |
| 3/2/2026 | Okta, Inc | OKTA | New Coverage | Equal Weight (N/A) |
72.50 (170.60) |
135.31% | Details | |
| 3/2/2026 | Gen Digital Inc | GEN | New Coverage | Equal Weight (N/A) |
22.57 (30.65) |
35.8% | Details | |
| 3/2/2026 | Tenable | TENB | New Coverage | Equal Weight (N/A) |
19.23 (34.25) |
78.11% | Details | |
| 3/2/2026 | SentinelOne Inc | S | New Coverage | Equal Weight (N/A) |
13.12 (19.88) |
51.52% | Details | |
| 3/2/2026 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
14.10 (18.82) |
33.48% | Details | |
| 3/2/2026 | Varonis Systems | VRNS | New Coverage | Overweight (N/A) |
23.10 (46.09) |
99.52% | Details | |
| 3/2/2026 | Fortinet | FTNT | New Coverage | Underweight (N/A) |
79.03 (156.29) |
97.76% | Details | |
| 3/2/2026 | Palo Alto Networks | PANW | New Coverage | Overweight (N/A) |
148.92 (333.26) |
123.78% | Details | |
| 3/2/2026 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
350.25 (213.10) |
-39.16% | Details |

