Ratings by William Blair (Jonathan Ho)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/16/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2026 | Elastic NV. | ESTC | New Coverage | Outperform (N/A) |
53.84 (61.59) |
14.39% | Details | |
| 5/21/2026 | Dynatrace Inc. | DT | New Coverage | Outperform (N/A) |
39.96 (44.41) |
11.14% | Details | |
| 4/28/2026 | Tenable | TENB | Downgrade | Market Perform (Outperform) |
20.47 (39.88) |
94.82% | Details | |
| 4/28/2026 | Qualys | QLYS | Downgrade | Market Perform (Outperform) |
85.16 (159.43) |
87.21% | Details | |
| 2/12/2026 | Fastly Inc. | FSLY | Upgrade | Outperform (Market Perform) |
9.09 (20.72) |
127.94% | Details | |
| 2/3/2026 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Netskope | NTSK | New Coverage | Outperform (N/A) |
21.75 (13.59) |
-37.52% | Details | |
| 10/7/2025 | Via Transportation | VIA | New Coverage | Outperform (N/A) |
11.00 (11.00) |
0% | Details | |
| 8/21/2025 | Allot Communications | ALLT | New Coverage | Outperform (N/A) |
7.28 (8.05) |
10.58% | Details | |
| 8/5/2025 | Axon Enterprise | AXON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | CyberArk Software | CYBR | Downgrade | Market Perform (Outperform) |
434.48 (408.85) |
-5.9% | Details | |
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Fastly Inc. | FSLY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Cellebrite | CLBT | Upgrade | Outperform (Market Perform) |
11.45 (15.44) |
34.85% | Details | |
| 1/31/2024 | Checkpoint Software | CHKP | Upgrade | Outperform (Market Perform) |
160.03 (137.10) |
-14.33% | Details | |
| 1/30/2024 | Checkpoint Software | CHKP | Upgrade | Outperform (Market Perform) |
160.03 (137.10) |
-14.33% | Details | |
| 11/3/2023 | Fortinet | FTNT | Downgrade | Market Perform (Outperform) |
57.31 (161.61) |
181.99% | Details | |
| 9/21/2023 | Splunk | SPLK | Downgrade | Market Perform (Outperform) |
119.59 (156.90) |
31.2% | Details | |
| 5/31/2023 | Qualys | QLYS | New Coverage | Outperform (N/A) |
126.80 (159.43) |
25.73% | Details | |
| 4/19/2023 | Akamai Technologies | AKAM | New Coverage | Outperform (N/A) |
82.82 (120.19) |
45.12% | Details | |
| 4/19/2023 | Cloudflare Inc. | NET | New Coverage | Outperform (N/A) |
64.46 (277.66) |
330.75% | Details | |
| 4/19/2023 | Fastly Inc. | FSLY | New Coverage | Market Perform (N/A) |
16.75 (9.09) |
-45.73% | Details | |
| 4/19/2023 | Splunk | SPLK | New Coverage | Outperform (N/A) |
92.54 (156.90) |
69.55% | Details | |
| 11/10/2022 | SentinelOne Inc | S | New Coverage | Outperform (N/A) |
16.99 (19.57) |
15.19% | Details | |
| 11/10/2022 | CrowdStrike Holdings | CRWD | New Coverage | Outperform (N/A) |
127.00 (203.08) |
59.91% | Details | |
| 8/12/2022 | Cellebrite | CLBT | Downgrade | Market Perform (Outperform) |
5.67 (15.44) |
172.31% | Details | |
| 8/3/2022 | Ping Identity Holding Corp. | PING | Downgrade | Market Perform (Outperform) |
17.47 (28.50) |
63.14% | Details | |
| 3/8/2022 | Mandiant Inc. | MNDT | Downgrade | Market Perform (Outperform) |
22.49 (22.98) |
2.18% | Details | |
| 9/24/2021 | Cellebrite | CLBT | New Coverage | Outperform (N/A) |
10.51 (15.44) |
46.91% | Details | |
| 8/5/2021 | Fastly Inc. | FSLY | Downgrade | Market Perform (Outperform) |
46.23 (20.72) |
-55.18% | Details | |
| 4/26/2021 | Proofpoint | PFPT | Downgrade | Market Perform (Outperform) |
131.78 (175.90) |
33.48% | Details | |
| 3/11/2021 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2021 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2019 | Ping Identity Holding Corp. | PING | New Coverage | Outperform (N/A) |
16.08 (28.50) |
77.24% | Details | |
| 10/9/2019 | FireEye, Inc | FEYE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2019 | Carbon Black Inc | CBLK | Downgrade | Market Perform (Outperform) |
22.75 (26.00) |
14.29% | Details | |
| 6/11/2019 | Fastly Inc. | FSLy | New Coverage | Outperform (N/A) |
21.24 (20.72) |
-2.45% | Details | |
| 8/20/2018 | Tenable | TENB | New Coverage | Outperform (N/A) |
31.33 (39.88) |
27.29% | Details |
