Ratings by Wolfe Research (Joshua Tilton)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/10/2026 | Cloudflare Inc. | NET | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/8/2026 | Cloudflare Inc. | NET | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/30/2026 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2026 | CrowdStrike Holdings | CRWD | Upgrade | Outperform (Peerperform) |
369.58 (199.38) |
-46.05% | Details | |
| 2/26/2026 | Bentley Systems Inc. | BSY | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/26/2026 | Cloudflare Inc. | NET | Maintain | Peerperform (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/24/2025 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/16/2024 | Cloudflare Inc. | NET | New Coverage | Peerperform (N/A) |
82.21 (247.55) |
201.12% | Details | |
| 1/17/2024 | ANSYS | ANSS | Downgrade | Peerperform (Outperform) |
346.48 (374.30) |
8.03% | Details | |
| 12/6/2023 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2023 | Roblox Corp. | RBLX | Upgrade | Peerperform (Underperform) |
39.76 (57.03) |
43.44% | Details | |
| 11/3/2023 | Rapid7 | RPD | Upgrade | Outperform (Peerperform) |
45.87 (10.50) |
-77.11% | Details | |
| 8/9/2023 | Bentley Systems Inc. | BSY | Downgrade | Peerperform (Outperform) |
51.04 (32.60) |
-36.13% | Details | |
| 8/4/2023 | Qualys | QLYS | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2023 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2023 | Qualys | QLYS | Downgrade | Underperform (Peerperform) |
108.25 (158.26) |
46.2% | Details | |
| 4/17/2023 | Checkpoint Software | CHKP | New Coverage | Outperform (N/A) |
134.46 (138.87) |
3.28% | Details | |
| 3/15/2023 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | CrowdStrike Holdings | CRWD | Downgrade | Peerperform (Outperform) |
138.00 (369.58) |
167.81% | Details | |
| 9/1/2022 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2022 | Rapid7 | RPD | New Coverage | Outperform (N/A) |
107.39 (10.50) |
-90.22% | Details | |
| 4/11/2022 | Tenable | TENB | New Coverage | Outperform (N/A) |
56.85 (41.29) |
-27.37% | Details | |
| 3/16/2022 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | KnowBe4 Inc. | KNBE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2022 | SentinelOne Inc | S | New Coverage | Outperform (N/A) |
38.44 (18.15) |
-52.78% | Details | |
| 10/22/2021 | KnowBe4 Inc. | KNBE | New Coverage | Outperform (N/A) |
23.95 (24.89) |
3.92% | Details |
