Ratings by Piper Sandler (Billy Fitzsimmons)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/16/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2026 | Procore Technologies, Inc | PCOR | New Coverage | Overweight (N/A) |
49.30 (56.98) |
15.58% | Details | |
| 9/28/2026 | Tyler Tech | TYL | New Coverage | Overweight (N/A) |
325.57 (360.87) |
10.84% | Details | |
| 9/28/2026 | Autodesk | ADSK | New Coverage | Overweight (N/A) |
209.40 (239.90) |
14.57% | Details | |
| 9/11/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2026 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2026 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2026 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2026 | Intuit | INTU | Maintain | Underweight (N/A) |
|
Details | ||
| 8/24/2026 | nCino Inc. | NCNO | New Coverage | Overweight (N/A) |
20.62 (20.51) |
-0.53% | Details | |
| 8/24/2026 | Veeva Systems | VEEV | New Coverage | Overweight (N/A) |
247.90 (310.36) |
25.2% | Details | |
| 8/10/2026 | Guidewire | GWRE | New Coverage | Overweight (N/A) |
160.03 (168.86) |
5.52% | Details | |
| 8/6/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | HubSpot Inc | HUBS | Downgrade | Neutral (Overweight) |
248.89 (230.94) |
-7.21% | Details | |
| 8/5/2026 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2026 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2026 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | Agilysys Inc | AGYS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Intuit | INTU | New Coverage | Underweight (N/A) |
289.76 (325.15) |
12.21% | Details | |
| 7/13/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/11/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2026 | Toast Inc. | TOST | New Coverage | Overweight (N/A) |
25.00 (31.62) |
26.48% | Details | |
| 6/5/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2026 | Agilysys Inc | AGYS | New Coverage | Overweight (N/A) |
93.55 (109.90) |
17.48% | Details | |
| 5/28/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2026 | ZoomInfo Technologies | GTM | Downgrade | Underweight (Neutral) |
6.38 (3.80) |
-40.44% | Details | |
| 5/8/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | monday.com Ltd. | MNDY | Downgrade | Neutral (Overweight) |
58.81 (90.37) |
53.66% | Details | |
| 4/14/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | Asana | ASAN | Downgrade | Neutral (Overweight) |
5.46 (9.86) |
80.59% | Details | |
| 4/14/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2026 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2026 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2026 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Workday | WDAY | New Coverage | Neutral (N/A) |
175.63 (190.81) |
8.64% | Details | |
| 2/3/2026 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
280.00 (248.89) |
-11.11% | Details | |
| 2/3/2026 | salesforce.com | CRM | New Coverage | Overweight (N/A) |
212.29 (240.70) |
13.38% | Details | |
| 2/3/2026 | Oracle | ORCL | New Coverage | Overweight (N/A) |
164.58 (128.23) |
-22.09% | Details | |
| 2/3/2026 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
430.29 (529.05) |
22.95% | Details | |
| 2/3/2026 | Freshworks Inc | FRSH | New Coverage | Neutral (N/A) |
10.78 (13.74) |
27.46% | Details | |
| 2/3/2026 | Vertex Inc. | VERX | New Coverage | Neutral (N/A) |
18.55 (13.37) |
-27.92% | Details | |
| 2/2/2026 | Adobe | ADBE | New Coverage | Neutral (N/A) |
293.25 (245.20) |
-16.39% | Details |
