Ratings by Wolfe Research (Gal Munda)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/7/2026 | AppLovin Corp | APP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 12/11/2025 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2025 | AppLovin Corp | APP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 12/16/2024 | Trimble Navigation | TRMB | Upgrade | Outperform (Peerperform) |
74.87 (59.46) |
-20.58% | Details | |
| 2/23/2024 | Altair Engineering | ALTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | AppLovin Corp | APP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2023 | Unity Software | U | Downgrade | Peerperform (Outperform) |
25.24 (40.40) |
60.06% | Details | |
| 8/10/2023 | Roblox Corp. | RBLX | Maintain | Underperform (N/A) |
|
Details | ||
| 8/10/2023 | AppLovin Corp | APP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Altair Engineering | ALTR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2023 | c3.ai | AI | Downgrade | Underperform (Peerperform) |
20.71 (11.32) |
-45.34% | Details | |
| 2/24/2023 | ANSYS | ANSS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2023 | Roblox Corp. | RBLX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/21/2022 | Roblox Corp. | RBLX | Downgrade | Underperform (Peerperform) |
27.19 (49.55) |
82.24% | Details | |
| 11/23/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Unity Software | U | Maintain | (N/A) |
|
Details | ||
| 11/8/2022 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2022 | Roblox Corp. | RBLX | New Coverage | Peerperform (N/A) |
48.96 (27.19) |
-44.46% | Details | |
| 8/17/2022 | AppLovin Corp | APP | New Coverage | Outperform (N/A) |
33.55 (266.13) |
693.23% | Details | |
| 8/17/2022 | Cadence Designs | CDNS | New Coverage | Outperform (N/A) |
193.09 (319.51) |
65.47% | Details | |
| 8/17/2022 | Procore Technologies, Inc | PCOR | New Coverage | Peerperform (N/A) |
63.01 (56.98) |
-9.57% | Details | |
| 8/17/2022 | Matterport, Inc | MTTR | New Coverage | Peerperform (N/A) |
5.78 (5.38) |
-6.92% | Details | |
| 8/17/2022 | c3.ai | AI | New Coverage | Peerperform (N/A) |
22.33 (11.32) |
-49.31% | Details | |
| 8/17/2022 | Bentley Systems Inc. | BSY | New Coverage | Peerperform (N/A) |
41.52 (35.37) |
-14.81% | Details | |
| 8/17/2022 | Aspen Technology | AZPN | New Coverage | Peerperform (N/A) |
218.73 (264.33) |
20.85% | Details | |
| 8/17/2022 | PTC Inc. | PTC | New Coverage | Outperform (N/A) |
125.16 (192.98) |
54.19% | Details | |
| 8/17/2022 | ironSource Ltd. | IS | New Coverage | Peerperform (N/A) |
4.45 (2.74) |
-38.43% | Details | |
| 8/17/2022 | Autodesk | ADSK | New Coverage | Outperform (N/A) |
234.04 (239.90) |
2.5% | Details | |
| 8/17/2022 | The Trade Desk | TTD | New Coverage | Peerperform (N/A) |
75.41 (12.23) |
-83.78% | Details | |
| 8/17/2022 | Altair Engineering | ALTR | New Coverage | Outperform (N/A) |
57.28 (111.85) |
95.27% | Details | |
| 8/17/2022 | Synopsys | SNPS | New Coverage | Outperform (N/A) |
390.45 (454.63) |
16.44% | Details | |
| 8/17/2022 | ANSYS | ANSS | New Coverage | Outperform (N/A) |
286.36 (374.30) |
30.71% | Details | |
| 8/17/2022 | Unity Software | U | New Coverage | Outperform (N/A) |
54.30 (25.24) |
-53.52% | Details | |
| 8/17/2022 | Trimble Navigation | TRMB | New Coverage | Peerperform (N/A) |
71.68 (74.87) |
4.45% | Details |
