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Ratings by Roth/MKM (Richard Baldry)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
4/3/2024 Virtra VTSI Maintain Buy
(N/A)
 
 
  Details
2/29/2024 LivePerson LPSN Maintain Buy
(N/A)
 
 
  Details
2/29/2024 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
2/29/2024 LivePerson LPSN Downgrade Neutral
(Buy)
2.57
(0.50)
-80.54% Details
2/9/2024 eGain Corporation EGAN Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Forian Inc. FORA New Coverage Buy
(N/A)
2.48
(2.77)
11.69% Details
11/10/2023 Upland Software UPLD Downgrade Sell
(Neutral)
4.96
(2.21)
-55.44% Details
11/8/2023 Synchronoss Technologies SNCR Maintain Neutral
(N/A)
 
 
  Details
10/3/2023 CareCloud CCLD Upgrade Buy
(Neutral)
1.09
(1.14)
4.59% Details
8/31/2023 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
8/9/2023 LivePerson LPSN Upgrade Buy
(Neutral)
4.02
(2.57)
-36.07% Details
8/8/2023 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
8/4/2023 CareCloud CCLD Downgrade Neutral
(Buy)
3.24
(1.14)
-64.81% Details
8/3/2023 Rimini Street RMNI Maintain Buy
(N/A)
 
 
  Details
6/21/2023 FiscalNote Holdings NOTE New Coverage Buy
(N/A)
3.00
(1.20)
-60% Details
5/23/2023 Five9, Inc FIVN New Coverage Buy
(N/A)
61.53
(60.14)
-2.26% Details
5/8/2023 Upland Software UPLD Maintain Neutral
(N/A)
 
 
  Details
3/16/2023 LivePerson LPSN Downgrade Neutral
(Buy)
9.77
(0.50)
-94.88% Details
2/24/2023 Upland Software UPLD Upgrade Buy
(Neutral)
8.73
(2.21)
-74.68% Details
11/9/2022 Synchronoss Technologies SNCR Maintain Neutral
(N/A)
 
 
  Details
11/8/2022 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
11/7/2022 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
8/10/2022 OptimizeRX OPRX Maintain Buy
(N/A)
 
 
  Details
8/5/2022 CareCloud MTBC Maintain Buy
(N/A)
 
 
  Details
8/4/2022 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
5/18/2022 salesforce.com CRM Upgrade Buy
(Neutral)
163.73
(276.68)
68.99% Details
5/18/2022 Five9, Inc FIVN New Coverage Buy
(N/A)
94.25
(60.14)
-36.19% Details
5/11/2022 Synchronoss Technologies SNCR Maintain Neutral
(N/A)
 
 
  Details
5/10/2022 LivePerson LPSN Upgrade Buy
(Neutral)
18.84
(9.77)
-48.14% Details
5/5/2022 OptimizeRX OPRX Maintain Buy
(N/A)
 
 
  Details
2/25/2022 LivePerson LPSN Downgrade Neutral
(Buy)
24.34
(18.84)
-22.6% Details
1/19/2022 Rimini Street RMNI Upgrade Buy
(Neutral)
4.99
(2.80)
-43.89% Details
8/23/2021 Reservoir Media Inc RSVR New Coverage Buy
(N/A)
7.36
(8.29)
12.64% Details
8/10/2021 Synchronoss Technologies SNCR Downgrade Neutral
(Buy)
2.95
(6.56)
122.37% Details
7/6/2021 Zeta Global Holdings Corp ZETA New Coverage Buy
(N/A)
8.09
(12.12)
49.81% Details
6/30/2021 Research Solutions Inc. RSSS New Coverage Buy
(N/A)
2.73
(3.00)
9.89% Details
5/11/2021 Rimini Street RMNI Downgrade Neutral
(Buy)
7.70
(4.99)
-35.19% Details
2/26/2021 LivePerson LPSN Maintain Buy
(N/A)
 
 
  Details
2/2/2021 Rimini Street RMNI Maintain Buy
(N/A)
 
 
  Details
1/7/2021 OptimizeRX OPRX Maintain Buy
(N/A)
 
 
  Details
9/3/2020 eGain Corporation EGAN Maintain Buy
(N/A)
 
 
  Details
8/5/2020 LivePerson LPSN Maintain Buy
(N/A)
 
 
  Details
7/2/2020 Medical Transcription Billing MTBC New Coverage Buy
(N/A)
8.46
(3.13)
-63% Details
5/6/2020 LivePerson LPSN Maintain Buy
(N/A)
 
 
  Details
5/5/2020 Five9, Inc FIVN Downgrade Neutral
(Buy)
91.83
(60.14)
-34.51% Details
3/13/2020 Rimini Street RMNI Downgrade Neutral
(Buy)
3.66
(2.80)
-23.5% Details
2/26/2020 salesforce.com CRM Maintain Neutral
(N/A)
 
 
  Details
2/20/2020 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
9/4/2019 eGain Corporation EGAN Maintain Buy
(N/A)
 
 
  Details
8/13/2019 Medallia Inc. MDLA New Coverage Buy
(N/A)
37.43
(33.99)
-9.19% Details
6/18/2019 Synchronoss Technologies SNCR New Coverage Buy
(N/A)
6.98
(2.95)
-57.74% Details
5/28/2019 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
5/3/2019 CryoPort CYRX Maintain Buy
(N/A)
 
 
  Details
5/3/2019 LivePerson LPSN Maintain Buy
(N/A)
 
 
  Details
3/8/2019 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
2/25/2019 LivePerson LPSN Maintain Buy
(N/A)
 
 
  Details
2/21/2019 Attunity ATTU Downgrade Neutral
(Buy)
19.93
(23.42)
17.51% Details
2/12/2019 Ellie Mae ELLI Downgrade Neutral
(Buy)
81.92
(98.99)
20.84% Details
2/4/2019 Top Image Systems TISA Downgrade Neutral
(Buy)
0.52
(0.85)
63.46% Details
2/4/2019 Ultimate Software ULTI Downgrade Neutral
(Buy)
277.83
(331.36)
19.27% Details
1/31/2019 Attunity ATTU Maintain Buy
(N/A)
 
 
  Details
12/19/2018 Rimini Street RMNI New Coverage Buy
(N/A)
4.64
(2.80)
-39.66% Details
11/7/2018 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
10/10/2018 Ellie Mae ELLI Upgrade Buy
(Neutral)
85.86
(81.92)
-4.59% Details
9/28/2018 OptimizeRX OPRX Maintain Buy
(Buy)
 
 
  Details
9/19/2018 Attunity ATTU Maintain Buy
(N/A)
 
 
  Details
8/30/2018 OptimizeRX OPRX Maintain Buy
(N/A)
 
 
  Details
8/30/2018 salesforce.com CRM Maintain Neutral
(N/A)
 
 
  Details