Ratings by Piper Sandler (Billy Fitzsimmons)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (22.30) |
8.15% | Details | |
| 8/24/2026 | Veeva Systems | VEEV | New Coverage | Overweight (N/A) |
247.90 (279.23) |
12.64% | Details | |
| 8/10/2026 | Guidewire | GWRE | New Coverage | Overweight (N/A) |
160.03 (201.09) |
25.66% | 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 (251.11) |
0.89% | 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 (344.93) |
19.04% | 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 (33.59) |
34.36% | 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 (112.49) |
20.25% | 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 (4.12) |
-35.42% | 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 (96.51) |
64.1% | 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 (9.83) |
80.04% | 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 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | ZoomInfo Technologies | GTM | Maintain | Neutral (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 (198.38) |
12.95% | 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 (258.11) |
21.58% | Details | |
| 2/3/2026 | Oracle | ORCL | New Coverage | Overweight (N/A) |
164.58 (141.32) |
-14.13% | Details | |
| 2/3/2026 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
430.29 (501.02) |
16.44% | Details | |
| 2/3/2026 | Freshworks Inc | FRSH | New Coverage | Neutral (N/A) |
10.78 (13.46) |
24.86% | Details | |
| 2/3/2026 | Vertex Inc. | VERX | New Coverage | Neutral (N/A) |
18.55 (13.83) |
-25.44% | Details | |
| 2/2/2026 | Adobe | ADBE | New Coverage | Neutral (N/A) |
293.25 (286.08) |
-2.45% | Details |

