Ratings by Stephens (Todd Weller)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/12/2026 | SailPoint | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2026 | CrowdStrike | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2026 | Netskope | NTSK | New Coverage | Overweight (N/A) |
14.70 (24.28) |
65.17% | Details | |
| 9/4/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2026 | Rapid7 | RPD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/27/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Tenable | TENB | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/30/2026 | Tenable | TENB | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/13/2026 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/14/2026 | Okta, Inc | OKTA | Upgrade | Overweight (Equal Weight) |
94.07 (213.05) |
126.48% | Details | |
| 1/14/2026 | Checkpoint Software | CHKP | Upgrade | Overweight (Equal Weight) |
186.57 (159.03) |
-14.76% | Details | |
| 1/5/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/29/2025 | Okta, Inc | OKTA | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/9/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
19.19 (21.79) |
13.55% | Details | |
| 7/31/2025 | Checkpoint Software | CHKP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Equal Weight (Overweight) |
435.19 (408.85) |
-6.05% | Details | |
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Checkpoint Software | CHKP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/1/2025 | Okta, Inc | OKTA | New Coverage | Equal Weight (N/A) |
107.99 (94.07) |
-12.89% | Details | |
| 4/1/2025 | Palo Alto Networks | PANW | New Coverage | Equal Weight (N/A) |
172.76 (380.55) |
120.28% | Details | |
| 4/1/2025 | Checkpoint Software | CHKP | New Coverage | Equal Weight (N/A) |
228.37 (186.57) |
-18.3% | Details | |
| 4/1/2025 | Fortinet | FTNT | New Coverage | Equal Weight (N/A) |
96.60 (179.99) |
86.33% | Details | |
| 4/1/2025 | Tenable | TENB | New Coverage | Equal Weight (N/A) |
34.94 (44.59) |
27.62% | Details | |
| 4/1/2025 | Rapid7 | RPD | New Coverage | Equal Weight (N/A) |
27.59 (14.91) |
-45.96% | Details | |
| 4/1/2025 | SentinelOne Inc | S | New Coverage | Overweight (N/A) |
18.84 (24.00) |
27.39% | Details | |
| 4/1/2025 | CyberArk Software | CYBR | New Coverage | Overweight (N/A) |
335.74 (408.85) |
21.78% | Details | |
| 4/1/2025 | Zscaler | ZS | New Coverage | Overweight (N/A) |
207.14 (255.15) |
23.18% | Details | |
| 4/1/2025 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
357.11 (257.57) |
-27.87% | Details |


