Ratings by UBS (Roger Boyd)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2026 | Zscaler | ZS | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | Akamai Technologies | AKAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Downgrade | Neutral (Buy) |
10.39 (7.07) |
-31.95% | Details | |
| 2/5/2026 | Tenable | TENB | Maintain | Buy (Buy) |
|
Details | ||
| 2/4/2026 | Varonis Systems | VRNS | Maintain | Buy (Buy) |
|
Details | ||
| 1/13/2026 | Rapid7 | RPD | Maintain | Buy (Buy) |
|
Details | ||
| 1/13/2026 | Palo Alto Networks | PANW | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/13/2026 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2025 | Palo Alto Networks | PANW | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/5/2025 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2025 | Rapid7 | RPD | Maintain | Buy (Buy) |
|
Details | ||
| 10/21/2025 | Qualys | QLYS | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/21/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/22/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (Buy) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (Buy) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2025 | Palo Alto Networks | PANW | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/8/2025 | Rapid7 | RPD | Maintain | Buy (Buy) |
|
Details | ||
| 8/6/2025 | Qualys | QLYS | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Tenable | TENB | Maintain | Buy (Buy) |
|
Details | ||
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Neutral (Buy) |
434.48 (408.85) |
-5.9% | Details | |
| 7/24/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2025 | Palo Alto Networks | PANW | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2025 | SentinelOne Inc | S | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (Buy) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | SentinelOne Inc | S | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2025 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2025 | Tenable | TENB | Maintain | Buy (Buy) |
|
Details | ||
| 4/23/2025 | Tenable | TENB | Maintain | Buy (Buy) |
|
Details | ||
| 4/16/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/11/2025 | CyberArk Software | CYBR | Maintain | Buy (Buy) |
|
Details | ||
| 4/10/2025 | Palo Alto Networks | PANW | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/20/2025 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/13/2025 | Rapid7 | RPD | Maintain | Buy (Buy) |
|
Details | ||
| 1/24/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/15/2025 | SentinelOne Inc | S | Downgrade | Neutral (Buy) |
21.73 (14.19) |
-34.7% | Details | |
| 12/4/2024 | Gen Digital Inc | GEN | New Coverage | Buy (N/A) |
30.84 (22.61) |
-26.69% | Details | |
| 11/8/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2024 | Cloudflare Inc. | NET | Upgrade | Neutral (Sell) |
77.94 (195.19) |
150.44% | Details | |
| 5/31/2024 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2024 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 2/8/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Rapid7 | RPD | Upgrade | Buy (Neutral) |
55.40 (10.39) |
-81.25% | Details | |
| 11/2/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2023 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Rapid7 | RPD | New Coverage | Neutral (N/A) |
45.19 (7.07) |
-84.35% | Details | |
| 7/6/2023 | Qualys | QLYS | New Coverage | Neutral (N/A) |
128.40 (98.66) |
-23.16% | Details | |
| 7/6/2023 | Tenable | TENB | New Coverage | Buy (N/A) |
42.72 (21.04) |
-50.75% | Details | |
| 6/5/2023 | Cloudflare Inc. | NET | New Coverage | Sell (N/A) |
70.64 (77.94) |
10.33% | Details | |
| 6/2/2023 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Okta, Inc | OKTA | New Coverage | Buy (N/A) |
74.30 (80.72) |
8.64% | Details | |
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2022 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2021 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2021 | McAfee Corp. | MCFE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2021 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2021 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2021 | McAfee Corp. | MCFE | New Coverage | Neutral (N/A) |
27.55 (25.99) |
-5.66% | Details | |
| 7/26/2021 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details |
