Ratings by BNP Paribas Exane (Andrew DeGasperi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/8/2026 | Dynatrace Inc. | DT | Upgrade | Outperform (Neutral) |
59.81 (61.11) |
2.17% | Details | |
| 9/24/2026 | Synopsys | SNPS | Upgrade | Neutral (Underperform) |
413.06 (454.63) |
10.06% | Details | |
| 9/4/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2026 | PTC Inc. | PTC | New Coverage | Neutral (N/A) |
116.94 (192.98) |
65.02% | Details | |
| 6/18/2026 | Autodesk | ADSK | New Coverage | Outperform (N/A) |
193.07 (239.90) |
24.26% | Details | |
| 6/18/2026 | Bentley Systems Inc. | BSY | New Coverage | Outperform (N/A) |
29.34 (35.37) |
20.55% | Details | |
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Octave Intelligence | OCTV | New Coverage | Outperform (N/A) |
17.20 (20.04) |
16.51% | Details | |
| 5/11/2026 | HubSpot Inc | HUBS | Downgrade | Neutral (Outperform) |
197.34 (230.94) |
17.03% | Details | |
| 3/26/2026 | Navan Inc | NAVN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Samsara Inc | IOT | Upgrade | Outperform (Neutral) |
33.85 (39.57) |
16.9% | Details | |
| 1/15/2026 | OneStream Inc. | OS | Downgrade | Neutral (Outperform) |
23.64 (24.00) |
1.52% | Details | |
| 11/24/2025 | Navan Inc | NAVN | New Coverage | Outperform (N/A) |
14.96 (25.38) |
69.65% | Details | |
| 10/2/2025 | Synopsys | SNPS | New Coverage | Underperform (N/A) |
488.78 (413.06) |
-15.49% | Details | |
| 10/2/2025 | Cadence Designs | CDNS | New Coverage | Outperform (N/A) |
351.97 (319.51) |
-9.22% | Details | |
| 9/10/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Samsara Inc | IOT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | Zscaler | ZS | Upgrade | Outperform (Neutral) |
215.58 (207.38) |
-3.8% | Details | |
| 4/22/2025 | HubSpot Inc | HUBS | New Coverage | Outperform (N/A) |
539.69 (197.34) |
-63.43% | Details | |
| 4/22/2025 | OneStream Inc. | OS | New Coverage | Outperform (N/A) |
19.66 (23.64) |
20.24% | Details | |
| 4/22/2025 | Vertex Inc. | VERX | New Coverage | Outperform (N/A) |
39.25 (13.37) |
-65.94% | Details | |
| 4/22/2025 | Workiva | WK | New Coverage | Outperform (N/A) |
67.63 (75.31) |
11.36% | Details |
