Ratings by Baird (Shrenik Kothari)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/12/2026 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2026 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2026 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2026 | Rubrik Inc | RBRK | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/11/2026 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2026 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Avepoint Inc. | AVPT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2026 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2026 | CommVault Systems | CVLT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Upgrade | Outperform (Neutral) |
173.75 (291.88) |
67.99% | Details | |
| 2/6/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2026 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2026 | CommVault Systems | CVLT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 12/5/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Avepoint Inc. | AVPT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2025 | Varonis Systems | VRNS | Downgrade | Neutral (Outperform) |
63.00 (42.28) |
-32.89% | Details | |
| 10/27/2025 | Avepoint Inc. | AVPT | New Coverage | Neutral (N/A) |
14.90 (13.28) |
-10.87% | Details | |
| 10/27/2025 | CommVault Systems | CVLT | New Coverage | Outperform (N/A) |
168.03 (137.32) |
-18.28% | Details | |
| 10/27/2025 | Netskope | NTSK | New Coverage | Outperform (N/A) |
23.00 (14.70) |
-36.09% | Details | |
| 10/27/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Outperform (N/A) |
22.23 (19.19) |
-13.68% | Details | |
| 10/10/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/11/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2025 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2025 | CyberArk Software | CYBR | Downgrade | Neutral (Outperform) |
411.47 (408.85) |
-0.64% | Details | |
| 7/31/2025 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Checkpoint Software | CHKP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2025 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Checkpoint Software | CHKP | Upgrade | Outperform (Neutral) |
220.92 (132.35) |
-40.09% | Details | |
| 2/25/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Cloudflare Inc. | NET | Downgrade | Neutral (Outperform) |
137.26 (173.75) |
26.58% | Details | |
| 2/3/2025 | Fortinet | FTNT | Downgrade | Neutral (Outperform) |
100.93 (152.85) |
51.44% | Details | |
| 2/3/2025 | CrowdStrike Holdings | CRWD | Downgrade | Neutral (Outperform) |
396.87 (201.63) |
-49.19% | Details | |
| 1/31/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2025 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2024 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | SentinelOne Inc | S | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/5/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2024 | Elastic NV. | ESTC | Upgrade | Outperform (Neutral) |
88.58 (87.34) |
-1.4% | Details | |
| 11/19/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | JFrog | FROG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Rubrik Inc | RBRK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2024 | Zscaler | ZS | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/23/2024 | CyberArk Software | CYBR | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/12/2024 | SentinelOne Inc | S | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/12/2024 | JFrog | FROG | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2024 | Elastic NV. | ESTC | Downgrade | Neutral (Outperform) |
102.98 (88.58) |
-13.98% | Details | |
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | GitLab Inc | GTLB | New Coverage | Outperform (N/A) |
46.98 (42.60) |
-9.32% | Details | |
| 8/27/2024 | JFrog | FROG | New Coverage | Outperform (N/A) |
26.51 (91.21) |
244.06% | Details | |
| 8/26/2024 | SentinelOne Inc | S | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Tenable | TENB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Rapid7 | RPD | Downgrade | Neutral (Outperform) |
39.33 (12.21) |
-68.95% | Details | |
| 7/30/2024 | Varonis Systems | VRNS | Upgrade | Outperform (Neutral) |
48.49 (63.00) |
29.92% | Details | |
| 7/26/2024 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | Rubrik Inc | RBRK | New Coverage | Outperform (N/A) |
32.99 (99.78) |
202.46% | Details | |
| 7/15/2024 | SentinelOne Inc | S | New Coverage | Outperform (N/A) |
20.23 (21.32) |
5.39% | Details | |
| 7/15/2024 | Tenable | TENB | New Coverage | Outperform (N/A) |
42.48 (35.28) |
-16.95% | Details | |
| 6/27/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2024 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2024 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2023 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/29/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2023 | Splunk | SPLK | Downgrade | Neutral (Outperform) |
119.59 (156.90) |
31.2% | Details | |
| 9/1/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2023 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2023 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2023 | Varonis Systems | VRNS | Downgrade | Neutral (Outperform) |
26.80 (42.28) |
57.76% | Details | |
| 12/5/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Checkpoint Software | CHKP | New Coverage | Neutral (N/A) |
114.42 (132.35) |
15.67% | Details | |
| 10/19/2022 | CrowdStrike Holdings | CRWD | New Coverage | Outperform (N/A) |
156.88 (201.63) |
28.52% | Details | |
| 10/19/2022 | CyberArk Software | CYBR | New Coverage | Outperform (N/A) |
149.60 (411.47) |
175.05% | Details | |
| 10/19/2022 | Elastic NV. | ESTC | New Coverage | Outperform (N/A) |
64.48 (102.98) |
59.71% | Details | |
| 10/19/2022 | Fortinet | FTNT | New Coverage | Outperform (N/A) |
51.56 (152.85) |
196.45% | Details | |
| 10/19/2022 | Cloudflare Inc. | NET | New Coverage | Outperform (N/A) |
53.09 (291.88) |
449.78% | Details | |
| 10/19/2022 | Okta, Inc | OKTA | New Coverage | Outperform (N/A) |
54.41 (141.21) |
159.53% | Details | |
| 10/19/2022 | Palo Alto Networks | PANW | New Coverage | Outperform (N/A) |
163.37 (359.76) |
120.21% | Details | |
| 10/19/2022 | Qualys | QLYS | New Coverage | Neutral (N/A) |
135.46 (186.68) |
37.81% | Details | |
| 10/19/2022 | Rapid7 | RPD | New Coverage | Outperform (N/A) |
45.41 (12.21) |
-73.11% | Details | |
| 10/19/2022 | Varonis Systems | VRNS | New Coverage | Outperform (N/A) |
26.71 (42.28) |
58.29% | Details | |
| 10/19/2022 | Zscaler | ZS | New Coverage | Outperform (N/A) |
149.69 (184.60) |
23.32% | Details | |
| 10/19/2022 | Splunk | SPLK | New Coverage | Outperform (N/A) |
74.04 (156.90) |
111.91% | Details |
