Ratings by Cantor Fitzgerald (Thomas Blakey)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/22/2026 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/21/2026 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/5/2026 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/5/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/2/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/23/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/22/2026 | Avepoint Inc. | AVPT | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/21/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/21/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/21/2026 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/21/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/11/2026 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/3/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/31/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/31/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/31/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/26/2026 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/24/2026 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/24/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/10/2026 | monday.com Ltd. | MNDY | Downgrade | Neutral (Overweight) |
93.13 (106.53) |
14.39% | Details | |
| 8/7/2026 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/4/2026 | Palantir | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/3/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/3/2026 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/3/2026 | monday.com Ltd. | MNDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/3/2026 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/3/2026 | Dynatrace Inc. | DT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/3/2026 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/27/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/27/2026 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/16/2026 | DigitalOcean | DOCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2026 | DigitalOcean | DOCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/11/2026 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/11/2026 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2026 | Cloudflare Inc. | NET | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/26/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/26/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/26/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/22/2026 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2026 | Palantir | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2026 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2026 | DigitalOcean | DOCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2026 | Palantir | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/1/2026 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | DigitalOcean | DOCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2026 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | Avepoint Inc. | AVPT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2026 | DigitalOcean | DOCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Dynatrace Inc. | DT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2026 | monday.com Ltd. | MNDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | DigitalOcean | DOCN | Upgrade | Overweight (Neutral) |
58.32 (93.22) |
59.84% | Details | |
| 2/4/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | monday.com Ltd. | MNDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2026 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2026 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/20/2026 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/8/2026 | SoundHound AI Inc. | SOUN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/5/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/12/2025 | SoundHound AI Inc. | SOUN | Upgrade | Overweight (Neutral) |
12.21 (4.43) |
-63.72% | Details | |
| 12/11/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2025 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/21/2025 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/18/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/7/2025 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Avepoint Inc. | AVPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Dynatrace Inc. | DT | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2025 | DigitalOcean | DOCN | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/27/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/10/2025 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/6/2025 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/18/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/18/2025 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/16/2025 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2025 | CoreWeave | CRWV | New Coverage | Overweight (N/A) |
92.38 (54.24) |
-41.29% | Details | |
| 8/22/2025 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/8/2025 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/5/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2025 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | CommVault Systems | CVLT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2025 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/21/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/17/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/16/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/16/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/15/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/13/2025 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2025 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/27/2025 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/23/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/16/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/9/2025 | SoundHound AI Inc. | SOUN | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2025 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/2/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/2/2025 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/21/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/11/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/4/2025 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/2/2025 | Atlassian Corporation | TEAM | Upgrade | Overweight (Neutral) |
216.41 (227.61) |
5.18% | Details | |
| 3/13/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/11/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2025 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | DigitalOcean | DOCN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2025 | Zoom Video | ZM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/24/2025 | SoundHound AI Inc. | SOUN | New Coverage | Neutral (N/A) |
10.31 (12.21) |
18.43% | Details | |
| 2/21/2025 | Five9, Inc | FIVN | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/21/2025 | NICE Systems Ltd | NICE | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/14/2025 | Informatica | INFA | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2025 | Dynatrace Inc. | DT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/29/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2025 | CommVault Systems | CVLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/17/2025 | DigitalOcean | DOCN | New Coverage | Neutral (N/A) |
34.24 (58.32) |
70.33% | Details | |
| 1/17/2025 | monday.com Ltd. | MNDY | New Coverage | Overweight (N/A) |
234.15 (106.53) |
-54.5% | Details | |
| 1/17/2025 | Atlassian Corporation | TEAM | New Coverage | Neutral (N/A) |
250.03 (227.61) |
-8.97% | Details | |
| 1/17/2025 | Zoom Video | ZM | New Coverage | Neutral (N/A) |
80.26 (95.77) |
19.32% | Details | |
| 1/17/2025 | NICE Systems Ltd | NICE | New Coverage | Neutral (N/A) |
167.14 (121.18) |
-27.5% | Details | |
| 1/17/2025 | Five9, Inc | FIVN | New Coverage | Overweight (N/A) |
37.18 (37.61) |
1.16% | Details | |
| 1/17/2025 | Elastic NV. | ESTC | New Coverage | Neutral (N/A) |
99.18 (102.43) |
3.28% | Details | |
| 1/17/2025 | Dynatrace Inc. | DT | New Coverage | Neutral (N/A) |
50.52 (64.05) |
26.78% | Details | |
| 1/17/2025 | Palantir Technologies Inc. | PLTR | New Coverage | Neutral (N/A) |
68.14 (196.75) |
188.74% | Details | |
| 1/17/2025 | CommVault Systems | CVLT | New Coverage | Neutral (N/A) |
161.42 (169.37) |
4.93% | Details | |
| 1/17/2025 | Informatica | INFA | New Coverage | Neutral (N/A) |
24.42 (24.79) |
1.52% | Details | |
| 1/17/2025 | Snowflake Inc. | SNOW | New Coverage | Overweight (N/A) |
165.71 (325.43) |
96.39% | Details | |
| 1/17/2025 | MongoDB | MDB | New Coverage | Overweight (N/A) |
242.91 (371.09) |
52.77% | Details | |
| 1/17/2025 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
1054.13 (158.96) |
-84.92% | Details | |
| 1/17/2025 | Oracle | ORCL | New Coverage | Overweight (N/A) |
158.31 (126.16) |
-20.31% | Details | |
| 1/17/2025 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
426.31 (524.51) |
23.03% | Details |


