Ratings by KeyBanc (Thomas Blakey)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/22/2024 | Zoom Video | ZM | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/21/2024 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Appian Corp. | APPN | Downgrade | Sector Weight (Overweight) |
36.94 (24.40) |
-33.95% | Details | |
| 7/30/2024 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2024 | Appian Corp. | APPN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | Nutanix | NTNX | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/30/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2024 | Endava PLC (ADR) | DAVA | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/17/2024 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2024 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Appian Corp. | APPN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | CommVault Systems | CVLT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | Super Micro Computer | SMCI | New Coverage | Sector Weight (N/A) |
717.02 (27.22) |
-96.2% | Details | |
| 2/29/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Appian Corp. | APPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2024 | CommVault Systems | CVLT | Upgrade | Overweight (Sector Weight) |
81.51 (149.98) |
84% | Details | |
| 1/22/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | Appian Corp. | APPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2024 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2024 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2024 | Juniper Networks | JNPR | Downgrade | Sector Weight (Overweight) |
37.59 (39.95) |
6.28% | Details | |
| 12/6/2023 | Box, Inc. | BOX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2023 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2023 | Box, Inc. | BOX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Appian Corp. | APPN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2023 | EPAM Systems | EPAM | Downgrade | Sector Weight (Overweight) |
259.65 (88.27) |
-66% | Details | |
| 5/19/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Twilio | TWLO | Downgrade | Sector Weight (Overweight) |
56.00 (209.31) |
273.77% | Details | |
| 5/10/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2023 | LivePerson | LPSN | Downgrade | Sector Weight (Overweight) |
9.77 (1.93) |
-80.25% | Details | |
| 2/24/2023 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Juniper Networks | JNPR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Box, Inc. | BOX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Bandwidth Inc. | BAND | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Appian Corp. | APPN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2022 | Dropbox | DBX | New Coverage | Overweight (N/A) |
22.75 (28.56) |
25.54% | Details | |
| 9/13/2022 | Box, Inc. | BOX | New Coverage | Overweight (N/A) |
27.14 (27.89) |
2.76% | Details | |
| 9/13/2022 | Bandwidth Inc. | BAND | New Coverage | Overweight (N/A) |
16.30 (61.60) |
277.91% | Details | |
| 9/13/2022 | On24 Inc. | ONTF | New Coverage | Sector Weight (N/A) |
9.80 (8.10) |
-17.35% | Details | |
| 9/13/2022 | LivePerson | LPSN | New Coverage | Overweight (N/A) |
12.31 (1.93) |
-84.32% | Details | |
| 9/13/2022 | Kaltura, Inc. | KLTR | New Coverage | Sector Weight (N/A) |
2.12 (1.26) |
-40.57% | Details | |
| 9/13/2022 | Twilio | TWLO | New Coverage | Overweight (N/A) |
72.19 (209.31) |
189.94% | Details | |
| 9/13/2022 | Zoom Video | ZM | New Coverage | Sector Weight (N/A) |
82.62 (87.15) |
5.48% | Details | |
| 9/13/2022 | RingCentral | RNG | New Coverage | Overweight (N/A) |
45.62 (40.01) |
-12.3% | Details | |
| 9/13/2022 | Five9, Inc | FIVN | New Coverage | Overweight (N/A) |
91.45 (23.44) |
-74.37% | Details | |
| 9/13/2022 | Pegasystems | PEGA | New Coverage | Sector Weight (N/A) |
40.03 (31.05) |
-22.43% | Details | |
| 9/13/2022 | Appian Corp. | APPN | New Coverage | Overweight (N/A) |
47.25 (36.94) |
-21.82% | Details | |
| 9/12/2022 | Endava PLC (ADR) | DAVA | New Coverage | Sector Weight (N/A) |
96.14 (3.01) |
-96.87% | Details | |
| 9/12/2022 | EPAM Systems | EPAM | New Coverage | Overweight (N/A) |
432.44 (88.27) |
-79.59% | Details | |
| 9/12/2022 | Globant S.A. | GLOB | New Coverage | Overweight (N/A) |
230.24 (32.51) |
-85.88% | Details | |
| 8/10/2022 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2022 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Akamai Technologies | AKAM | Upgrade | Overweight (Sector Weight) |
112.62 (113.17) |
0.49% | Details | |
| 1/19/2022 | CommVault Systems | CVLT | Downgrade | Sector Weight (Overweight) |
69.68 (149.98) |
115.24% | Details |

