Ratings by Jefferies (Joseph Gallo)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/16/2026 | Varonis Systems | VRNS | Downgrade | Hold (Buy) |
47.06 (48.72) |
3.53% | Details | |
| 10/7/2026 | SailPoint | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2026 | CrowdStrike | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2026 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2026 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2026 | CrowdStrike | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2026 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2026 | CommVault Systems | CVLT | Maintain | Hold (N/A) |
|
Details | ||
| 6/5/2026 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2026 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2026 | CommVault Systems | CVLT | New Coverage | Hold (N/A) |
90.15 (149.11) |
65.4% | Details | |
| 4/27/2026 | Rubrik Inc | RBRK | New Coverage | Buy (N/A) |
51.03 (112.41) |
120.28% | Details | |
| 2/6/2026 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2026 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2026 | Tenable | TENB | Maintain | Hold (N/A) |
|
Details | ||
| 2/2/2026 | Rapid7 | RPD | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2026 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 12/10/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2025 | CyberArk Software | CYBR | Downgrade | Hold (Buy) |
445.60 (408.85) |
-8.25% | Details | |
| 11/19/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Downgrade | Hold (Buy) |
18.68 (12.61) |
-32.49% | Details | |
| 10/31/2025 | Cloudflare Inc. | NET | New Coverage | Hold (N/A) |
227.38 (296.30) |
30.31% | Details | |
| 10/3/2025 | Gen Digital Inc | GEN | Maintain | Hold (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2025 | Qualys | QLYS | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | Varonis Systems | VRNS | Upgrade | Buy (Hold) |
51.94 (47.06) |
-9.4% | Details | |
| 7/21/2025 | Avepoint Inc. | AVPT | New Coverage | Buy (N/A) |
18.96 (14.33) |
-24.42% | Details | |
| 6/16/2025 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 5/8/2025 | Radware | RDWR | Maintain | Hold (N/A) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Buy (N/A) |
23.00 (18.75) |
-18.48% | Details | |
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2025 | Radware | RDWR | New Coverage | Hold (N/A) |
23.52 (27.16) |
15.48% | Details | |
| 2/14/2025 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Qualys | QLYS | Maintain | Hold (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 2/7/2025 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | SentinelOne Inc | S | Upgrade | Buy (Hold) |
23.92 (21.58) |
-9.78% | Details | |
| 10/16/2024 | Qualys | QLYS | New Coverage | Hold (N/A) |
125.44 (181.05) |
44.33% | Details | |
| 10/16/2024 | Tenable | TENB | New Coverage | Hold (N/A) |
42.32 (37.20) |
-12.1% | Details | |
| 10/16/2024 | Rapid7 | RPD | New Coverage | Buy (N/A) |
40.56 (18.68) |
-53.94% | Details | |
| 9/4/2024 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Hold (N/A) |
|
Details | ||
| 8/22/2024 | SentinelOne Inc | S | Maintain | Hold (N/A) |
|
Details | ||
| 8/22/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | SentinelOne Inc | S | Maintain | Hold (N/A) |
|
Details | ||
| 3/1/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2024 | Varonis Systems | VRNS | Maintain | Hold (Hold) |
|
Details | ||
| 2/1/2024 | CyberArk Software | CYBR | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2023 | CyberArk Software | CYBR | New Coverage | Buy (N/A) |
204.53 (445.60) |
117.87% | Details | |
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Fortinet | FTNT | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2023 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2023 | Fortinet | FTNT | Downgrade | Hold (Buy) |
58.65 (169.13) |
188.37% | Details | |
| 10/19/2023 | Zscaler | ZS | Upgrade | Buy (Hold) |
172.29 (207.38) |
20.37% | Details | |
| 10/19/2023 | CrowdStrike Holdings | CRWD | Upgrade | Buy (Hold) |
187.14 (227.39) |
21.51% | Details | |
| 9/21/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 8/31/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2023 | Varonis Systems | VRNS | Downgrade | Hold (Buy) |
24.45 (51.94) |
112.43% | Details | |
| 1/5/2023 | Checkpoint Software | CHKP | Upgrade | Buy (Hold) |
127.20 (137.87) |
8.39% | Details | |
| 1/5/2023 | CrowdStrike Holdings | CRWD | Downgrade | Hold (Buy) |
104.37 (227.39) |
117.87% | Details | |
| 12/2/2022 | Zscaler | ZS | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2022 | ZeroFox Holdings Inc. | ZFOX | New Coverage | Hold (N/A) |
4.50 (1.14) |
-74.67% | Details | |
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2022 | Zscaler | ZS | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2022 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2022 | Palo Alto Networks | PANW | New Coverage | Buy (N/A) |
548.88 (342.00) |
-37.69% | Details | |
| 9/15/2022 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2022 | Okta, Inc | OKTA | New Coverage | Buy (N/A) |
61.48 (187.26) |
204.59% | Details | |
| 9/15/2022 | Zscaler | ZS | New Coverage | Hold (N/A) |
181.22 (207.38) |
14.44% | Details | |
| 8/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Checkpoint Software | CHKP | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | SentinelOne Inc | S | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Checkpoint Software | CHKP | Maintain | Hold (N/A) |
|
Details | ||
| 4/18/2022 | Varonis Systems | VRNS | New Coverage | Buy (N/A) |
49.61 (48.72) |
-1.79% | Details | |
| 4/18/2022 | SentinelOne Inc | S | New Coverage | Hold (N/A) |
37.12 (21.58) |
-41.86% | Details | |
| 4/18/2022 | CrowdStrike Holdings | CRWD | New Coverage | Buy (N/A) |
235.22 (227.39) |
-3.33% | Details | |
| 4/18/2022 | Checkpoint Software | CHKP | New Coverage | Hold (N/A) |
142.78 (137.87) |
-3.44% | Details | |
| 9/29/2021 | IronNet Inc. | IRNT | New Coverage | Hold (N/A) |
25.83 (2.20) |
-91.48% | Details |
