Ratings by Macquarie (Sarah Hindlian)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/17/2021 | Instructure, Inc. | INST | New Coverage | Outperform (N/A) |
19.98 (23.60) |
18.12% | Details | |
| 7/12/2021 | 2U, Inc. | TWOU | Upgrade | Outperform (Neutral) |
44.20 (1.58) |
-96.43% | Details | |
| 2/26/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | 2U, Inc. | TWOU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/29/2020 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2020 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2020 | Dropbox | DBX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2020 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2020 | Instructure, Inc. | INST | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2019 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2019 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | ForeScout Technologies | FSCT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2019 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2019 | ForeScout Technologies | FSCT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2019 | Dropbox | DBX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2019 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2019 | Dynatrace Inc. | DT | New Coverage | Neutral (N/A) |
24.18 (49.26) |
103.72% | Details | |
| 8/23/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | 2U, Inc. | TWOU | Downgrade | Neutral (Outperform) |
36.50 (1.58) |
-95.67% | Details | |
| 7/16/2019 | ForeScout Technologies | FSCT | New Coverage | Neutral (N/A) |
38.20 (28.99) |
-24.11% | Details | |
| 7/16/2019 | Tenable | TENB | New Coverage | Neutral (N/A) |
30.56 (36.34) |
18.91% | Details | |
| 6/18/2019 | Oracle | ORCL | Downgrade | Neutral (Outperform) |
53.13 (142.79) |
168.76% | Details | |
| 5/10/2019 | Dropbox | DBX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2019 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2019 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2019 | Rapid7 | RPD | Upgrade | Outperform (Neutral) |
45.17 (12.59) |
-72.13% | Details | |
| 3/5/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/1/2019 | Splunk | SPLK | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/27/2019 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2019 | 2U, Inc. | TWOU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2019 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2019 | Casa Sytems, Inc. | CASA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2018 | SolarWinds | SWI | New Coverage | Neutral (N/A) |
15.07 (18.49) |
22.69% | Details | |
| 10/30/2018 | Instructure, Inc. | INST | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2018 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2018 | Microsoft | MSFT | Upgrade | Outperform (Neutral) |
105.91 (481.63) |
354.75% | Details | |
| 10/11/2018 | Imperva | IMPV | Downgrade | Neutral (Outperform) |
43.06 (55.74) |
29.45% | Details | |
| 9/5/2018 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2018 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2018 | Casa Sytems, Inc. | CASA | Downgrade | Neutral (Outperform) |
15.78 (4.49) |
-71.55% | Details |

