Ratings by CapitalOne (Connor Murphy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/16/2026 | Palo Alto Networks | PANW | Upgrade | Overweight (Equal-weight) |
354.02 (358.68) |
1.32% | Details | |
| 7/16/2026 | Okta, Inc | OKTA | Upgrade | Overweight (Equal-weight) |
150.86 (149.35) |
-1% | Details | |
| 6/3/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Zscaler | ZS | Upgrade | Overweight (Equal-weight) |
289.73 (149.94) |
-48.25% | Details | |
| 11/10/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2025 | GitLab Inc | GTLB | Downgrade | Equal-weight (Overweight) |
42.90 (32.72) |
-23.73% | Details | |
| 7/16/2025 | Atlassian Corporation | TEAM | Downgrade | Equal-weight (Overweight) |
187.69 (93.29) |
-50.3% | Details | |
| 6/17/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Upgrade | Overweight (Equal-weight) |
121.71 (277.66) |
128.13% | Details | |
| 4/15/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | Fortinet | FTNT | Maintain | Equal-weight (N/A) |
|
Details | ||
| 10/10/2024 | monday.com Ltd. | MNDY | New Coverage | Overweight (N/A) |
280.01 (78.69) |
-71.9% | Details | |
| 9/19/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Atlassian Corporation | TEAM | Upgrade | Overweight (Equal-weight) |
174.45 (93.29) |
-46.52% | Details | |
| 5/15/2024 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | DoubleVerify | DV | Downgrade | Equal-weight (Overweight) |
31.03 (11.42) |
-63.2% | Details | |
| 2/21/2024 | Dynatrace Inc. | DT | New Coverage | Overweight (N/A) |
50.26 (44.41) |
-11.64% | Details | |
| 2/21/2024 | Palo Alto Networks | PANW | Downgrade | Equal-weight (Overweight) |
366.41 (354.02) |
-3.38% | Details | |
| 1/17/2024 | Cloudflare Inc. | NET | New Coverage | Equal-weight (N/A) |
78.45 (277.66) |
253.93% | Details | |
| 1/17/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2024 | Fortinet | FTNT | Downgrade | Equal-weight (Overweight) |
62.44 (161.61) |
158.82% | Details | |
| 12/18/2023 | Atlassian Corporation | TEAM | New Coverage | Equal-weight (N/A) |
229.56 (93.29) |
-59.36% | Details | |
| 11/14/2023 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
431.73 (224.26) |
-48.06% | Details | |
| 11/8/2023 | Confluent Inc | CFLT | Upgrade | Overweight (Equal-weight) |
18.04 (30.99) |
71.78% | Details | |
| 11/8/2023 | MongoDB | MDB | Upgrade | Overweight (Equal-weight) |
369.04 (312.33) |
-15.37% | Details | |
| 11/8/2023 | Snowflake Inc. | SNOW | Upgrade | Overweight (Equal-weight) |
159.57 (268.90) |
68.52% | Details | |
| 9/21/2023 | Splunk | SPLK | Downgrade | Equal-weight (Overweight) |
119.59 (156.90) |
31.2% | Details | |
| 9/13/2023 | Fortinet | FTNT | New Coverage | Overweight (N/A) |
63.50 (161.61) |
154.5% | Details | |
| 9/6/2023 | Zscaler | ZS | Maintain | Equal-weight (N/A) |
|
Details | ||
| 8/9/2023 | Splunk | SPLK | New Coverage | Overweight (N/A) |
100.20 (156.90) |
56.59% | Details | |
| 6/26/2023 | MongoDB | MDB | New Coverage | Equal-weight (N/A) |
389.99 (312.33) |
-19.91% | Details | |
| 5/12/2023 | Palo Alto Networks | PANW | New Coverage | Overweight (N/A) |
197.18 (358.68) |
81.9% | Details | |
| 4/13/2023 | Okta, Inc | OKTA | New Coverage | Equal-weight (N/A) |
75.96 (150.86) |
98.6% | Details | |
| 3/17/2023 | Zscaler | ZS | New Coverage | Equal-weight (N/A) |
108.13 (149.94) |
38.67% | Details | |
| 2/17/2023 | Datadog | DDOG | New Coverage | Overweight (N/A) |
82.47 (258.69) |
213.68% | Details | |
| 1/13/2023 | Workday | WDAY | New Coverage | Overweight (N/A) |
163.59 (144.78) |
-11.5% | Details | |
| 10/31/2022 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
420.40 (103.24) |
-75.44% | Details | |
| 9/30/2022 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
165.70 (203.08) |
22.56% | Details | |
| 8/19/2022 | Snowflake Inc. | SNOW | New Coverage | Equal-weight (N/A) |
161.75 (268.90) |
66.24% | Details |
