Ratings by Morgan Stanley (Hamza Fodderwala)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/19/2025 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/31/2024 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2024 | Tenable | TENB | Maintain | Equalweight (Overweight) |
|
Details | ||
| 12/2/2024 | SentinelOne Inc | S | Downgrade | Equalweight (Overweight) |
28.08 (14.76) |
-47.44% | Details | |
| 12/2/2024 | Okta, Inc | OKTA | Upgrade | Overweight (Equalweight) |
76.42 (117.50) |
53.76% | Details | |
| 12/2/2024 | Cloudflare Inc. | NET | Upgrade | Overweight (Equalweight) |
99.37 (227.44) |
128.88% | Details | |
| 11/15/2024 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2024 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/14/2024 | Jamf Holding Corp. | JAMF | New Coverage | Equalweight (N/A) |
17.00 (13.05) |
-23.24% | Details | |
| 10/11/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2024 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/7/2024 | Gen Digital Inc | GEN | Downgrade | Equalweight (Overweight) |
25.46 (23.94) |
-5.97% | Details | |
| 5/28/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2024 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2024 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2024 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2024 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | Gen Digital Inc | GEN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | Gen Digital Inc | GEN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | Gen Digital Inc | GEN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2024 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2024 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/10/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2024 | CrowdStrike Holdings | CRWD | Upgrade | Overweight (Equalweight) |
247.46 (691.53) |
179.45% | Details | |
| 1/9/2024 | CyberArk Software | CYBR | Downgrade | Equalweight (Overweight) |
211.72 (408.85) |
93.11% | Details | |
| 1/9/2024 | Tenable | TENB | Upgrade | Overweight (Equalweight) |
42.88 (26.87) |
-37.34% | Details | |
| 12/6/2023 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/21/2023 | Gen Digital Inc | GEN | Upgrade | Overweight (Equalweight) |
20.66 (25.46) |
23.23% | Details | |
| 11/20/2023 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2023 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2023 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2023 | Varonis Systems | VRNS | Upgrade | Overweight (Equalweight) |
30.04 (33.46) |
11.38% | Details | |
| 10/2/2023 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/22/2023 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/15/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | SecureWorks | SCWX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/28/2023 | CrowdStrike Holdings | CRWD | Downgrade | Equalweight (Overweight) |
145.45 (691.53) |
375.44% | Details | |
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | SentinelOne Inc | S | Upgrade | Overweight (Equalweight) |
14.92 (14.76) |
-1.07% | Details | |
| 6/5/2023 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2023 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/31/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2023 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/18/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2023 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2023 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/13/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2023 | Tenable | TENB | Downgrade | Equalweight (Overweight) |
37.74 (26.87) |
-28.8% | Details | |
| 1/12/2023 | SentinelOne Inc | S | Downgrade | Equalweight (Overweight) |
14.39 (14.76) |
2.57% | Details | |
| 1/12/2023 | Zscaler | ZS | Downgrade | Equalweight (Overweight) |
108.05 (126.11) |
16.71% | Details | |
| 12/22/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2022 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2022 | NortonLifelock | NLOK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2022 | Fortinet | FTNT | Upgrade | Overweight (Equalweight) |
53.74 (145.06) |
169.93% | Details | |
| 8/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | ForgeRock Inc | FORG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2022 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/6/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2022 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/27/2022 | Varonis Systems | VRNS | Downgrade | Equalweight (Overweight) |
32.86 (30.04) |
-8.58% | Details | |
| 6/6/2022 | CrowdStrike Holdings | CRWD | Upgrade | Overweight (Equalweight) |
174.02 (691.53) |
297.39% | Details | |
| 6/3/2022 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2022 | ForgeRock Inc | FORG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2022 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2022 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2022 | Rapid7 | RPD | Maintain | Underweight (N/A) |
|
Details | ||
| 5/3/2022 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2022 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/29/2022 | NortonLifelock | NLOK | Downgrade | Equalweight (Overweight) |
28.29 (21.66) |
-23.44% | Details | |
| 3/10/2022 | CrowdStrike Holdings | CRWD | Upgrade | Equalweight (Underweight) |
169.79 (691.53) |
307.29% | Details | |
| 3/7/2022 | CrowdStrike Holdings | CRWD | Maintain | Underweight (N/A) |
|
Details | ||
| 3/2/2022 | ForgeRock Inc | FORG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2022 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | KnowBe4 Inc. | KNBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2022 | KnowBe4 Inc. | KNBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2022 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2021 | CrowdStrike Holdings | CRWD | Maintain | Underweight (N/A) |
|
Details | ||
| 11/29/2021 | CrowdStrike Holdings | CRWD | Maintain | Underweight (N/A) |
|
Details | ||
| 11/22/2021 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2021 | CrowdStrike Holdings | CRWD | New Coverage | Underweight (N/A) |
280.92 (691.53) |
146.17% | Details | |
| 11/5/2021 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2021 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2021 | ForgeRock Inc | FORG | New Coverage | Equalweight (N/A) |
33.80 (23.21) |
-31.33% | Details | |
| 9/9/2021 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2021 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2021 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2021 | SentinelOne Inc | S | New Coverage | Overweight (N/A) |
47.77 (14.76) |
-69.1% | Details | |
| 6/3/2021 | FireEye, Inc | FEYE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/20/2021 | KnowBe4 Inc. | KNBE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/17/2021 | KnowBe4 Inc. | KNBE | New Coverage | Equalweight (N/A) |
17.55 (24.89) |
41.82% | Details | |
| 5/12/2021 | NortonLifelock | NLOK | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Qualys | QLYS | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/30/2021 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2021 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2021 | McAfee Corp. | MCFE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/10/2021 | Fortinet | FTNT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/9/2021 | McAfee Corp. | MCFE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2021 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2021 | Qualys | QLYS | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/10/2021 | Rapid7 | RPD | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/10/2021 | Qualys | QLYS | Downgrade | Underweight (Equalweight) |
126.79 (110.83) |
-12.59% | Details | |
| 2/5/2021 | Proofpoint | PFPT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2021 | NortonLifelock | NLOK | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2021 | Fortinet | FTNT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/2/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2021 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2021 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2020 | Qualys | QLYS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2020 | Proofpoint | PFPT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2020 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2020 | SailPoint Technologies Holdings | SAIL | Upgrade | Overweight (Equalweight) |
38.44 (23.00) |
-40.17% | Details |
