Ratings by FBN Securities (Shebly Seyrafi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/2/2026 | CrowdStrike | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Meta Platforms Inc. | META | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Netskope | NTSK | New Coverage | Outperform (N/A) |
9.94 (12.32) |
23.94% | Details | |
| 2/24/2026 | SailPoint Technologies Holdings | SAIL | New Coverage | Outperform (N/A) |
12.86 (13.71) |
6.61% | Details | |
| 11/11/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2025 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Meta Platforms Inc. | META | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2024 | Rubrik Inc | RBRK | New Coverage | Outperform (N/A) |
31.96 (84.38) |
164.02% | Details | |
| 9/6/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2024 | JFrog | FROG | New Coverage | Outperform (N/A) |
32.44 (90.74) |
179.72% | Details | |
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2024 | Klaviyo Inc | KVYO | New Coverage | Outperform (N/A) |
26.01 (16.91) |
-34.99% | Details | |
| 3/14/2024 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2023 | Samsara Inc | IOT | New Coverage | Outperform (N/A) |
23.68 (36.72) |
55.07% | Details | |
| 9/8/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2023 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Freshworks Inc | FRSH | New Coverage | Outperform (N/A) |
14.80 (10.36) |
-30% | Details | |
| 3/14/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2023 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2023 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2023 | Meta Platforms Inc. | META | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2023 | GitLab Inc | GTLB | New Coverage | Outperform (N/A) |
46.27 (32.42) |
-29.93% | Details | |
| 1/17/2023 | Confluent Inc | CFLT | New Coverage | Outperform (N/A) |
20.41 (30.99) |
51.84% | Details | |
| 1/9/2023 | HashiCorp Inc | HCP | New Coverage | Outperform (N/A) |
24.33 (34.78) |
42.95% | Details | |
| 12/9/2022 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2022 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2022 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Alteryx | AYX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2022 | monday.com Ltd. | MNDY | New Coverage | Outperform (N/A) |
99.52 (82.47) |
-17.13% | Details | |
| 10/24/2022 | Smartsheet Inc. | SMAR | New Coverage | Outperform (N/A) |
32.18 (56.47) |
75.48% | Details | |
| 9/6/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2022 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Alteryx | AYX | Maintain | (N/A) |
|
Details | ||
| 7/28/2022 | Meta Platforms Inc. | META | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2022 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2022 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2022 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Alteryx | AYX | New Coverage | Outperform (N/A) |
55.66 (48.26) |
-13.3% | Details | |
| 5/10/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | Meta Platforms Inc. | FB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2022 | Upstart Holdings Inc | UPST | New Coverage | Outperform (N/A) |
89.73 (32.74) |
-63.51% | Details | |
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2022 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2022 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Meta Platforms Inc. | FB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2021 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2021 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2021 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2021 | Qualtrics | XM | New Coverage | Outperform (N/A) |
43.84 (18.14) |
-58.62% | Details | |
| 10/15/2021 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2021 | SentinelOne Inc | S | New Coverage | Outperform (N/A) |
54.38 (17.88) |
-67.12% | Details | |
| 9/3/2021 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | FireEye, Inc | FEYE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/3/2021 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2021 | Asana | ASAN | New Coverage | Outperform (N/A) |
69.69 (7.33) |
-89.48% | Details | |
| 7/20/2021 | UiPath Inc. | PATH | New Coverage | Outperform (N/A) |
60.17 (11.68) |
-80.59% | Details | |
| 6/4/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2021 | Fastly Inc. | FSLY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2021 | Varonis Systems | VRNS | New Coverage | Outperform (N/A) |
53.48 (44.53) |
-16.74% | Details | |
| 3/10/2021 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2021 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2021 | Snowflake Inc. | SNOW | New Coverage | Outperform (N/A) |
300.10 (261.45) |
-12.88% | Details | |
| 12/4/2020 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2020 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2020 | Anaplan Inc. | PLAN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/20/2020 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2020 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2020 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | FB | Maintain | Outperform (N/A) |
|
Details | |||
| 10/30/2020 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | Fastly Inc. | FSLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2020 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2020 | Fastly Inc. | FSLY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2020 | Slack Technologies Inc. | WORK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2020 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2020 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2020 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | Fastly Inc. | FSLY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2020 | Fastly Inc. | FSLY | New Coverage | Outperform (N/A) |
78.39 (19.59) |
-75.01% | Details | |
| 8/10/2020 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2020 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2020 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | FireEye, Inc | FEYE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/23/2020 | Veeva Systems | VEEV | New Coverage | Outperform (N/A) |
258.65 (190.12) |
-26.5% | Details | |
| 7/17/2020 | Slack Technologies Inc. | WORK | New Coverage | Outperform (N/A) |
31.61 (45.20) |
42.99% | Details | |
| 6/8/2020 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/3/2020 | Zoom Video | ZM | Upgrade | Outperform (Sector Perform) |
208.08 (89.76) |
-56.86% | Details | |
| 6/1/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2020 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2020 | Atlassian Corporation | TEAM | New Coverage | Outperform (N/A) |
179.79 (88.86) |
-50.58% | Details | |
| 5/8/2020 | Proofpoint | PFPT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/4/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Alphabet | GOOGL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | RingCentral | RNG | New Coverage | Outperform (N/A) |
228.03 (41.77) |
-81.68% | Details | |
| 3/5/2020 | Zoom Video | ZM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/2/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2020 | Twitter, Inc. | TWTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | Alphabet | GOOGL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2020 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2019 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2019 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2019 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2019 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2019 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | Qualys | QLYS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2019 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Twitter, Inc. | TWTR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2019 | ForeScout Technologies | FSCT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2019 | Liberty Media Corp-Liberty Formula One | FWONA | Downgrade | Sector Perform (Outperform) |
40.31 (88.19) |
118.78% | Details | |
| 9/10/2019 | Zoom Video | ZM | New Coverage | Sector Perform (N/A) |
78.65 (208.08) |
164.56% | Details | |
| 8/29/2019 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2019 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2019 | ForeScout Technologies | FSCT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | FireEye, Inc | FEYE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2019 | Twitter, Inc. | TWTR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Alphabet | GOOGL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2019 | FB | Maintain | Outperform (N/A) |
|
Details | |||
| 7/15/2019 | Qualys | QLYS | New Coverage | Outperform (N/A) |
88.70 (152.69) |
72.14% | Details | |
| 7/8/2019 | CrowdStrike Holdings | CRWD | New Coverage | Outperform (N/A) |
67.21 (187.18) |
178.5% | Details | |
| 6/10/2019 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2019 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2019 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2019 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2019 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2019 | Symantec | SYMC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | Amazon.com | AMZN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2019 | Snap Inc | SNAP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/23/2019 | Twitter, Inc. | TWTR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2019 | Twilio | TWLO | New Coverage | Outperform (N/A) |
122.12 (214.56) |
75.7% | Details | |
| 4/2/2019 | Elastic NV. | ESTC | New Coverage | Outperform (N/A) |
79.87 (60.24) |
-24.58% | Details | |
| 3/27/2019 | FireEye, Inc | FEYE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/4/2019 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2019 | Arista Networks | ANET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2019 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2019 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | FireEye, Inc | FEYE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/8/2019 | ForeScout Technologies | FSCT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2019 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2019 | Apple | AAPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2018 | HP Enterprise | HPE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2018 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2018 | Yelp | YELP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | FireEye, Inc | FEYE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2018 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2018 | Snap Inc | SNAP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/26/2018 | Amazon.com | AMZN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2018 | Juniper Networks | JNPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/27/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2018 | AMD | AMD | New Coverage | Outperform (N/A) |
32.21 (557.89) |
1632.04% | Details | |
| 9/7/2018 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2018 | Pure Storage | PSTG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2018 | NetApp | NTAP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2018 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details |
