Ratings by JPMorgan (Mark Murphy)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/16/2021 Oracle ORCL Maintain Overweight
(N/A)
 
 
  Details
5/17/2021 UiPath Inc. PATH New Coverage Neutral
(N/A)
70.48
(69.32)
-1.65% Details
5/6/2021 Twilio TWLO Maintain Overweight
(N/A)
 
 
  Details
5/4/2021 Nutanix NTNX Upgrade Overweight
(Neutral)
27.04
(36.34)
34.39% Details
4/19/2021 DigitalOcean DOCN New Coverage Overweight
(N/A)
44.96
(46.16)
2.67% Details
4/19/2021 SEMrush Holdings, Inc SEMR New Coverage Overweight
(N/A)
16.39
(17.63)
7.57% Details
3/17/2021 Coupa Software COUP Maintain Underweight
(N/A)
 
 
  Details
3/17/2021 Smartsheet Inc. SMAR Upgrade Overweight
(Neutral)
68.62
(71.29)
3.89% Details
3/15/2021 BigCommerce Holdings BIGC New Coverage Neutral
(N/A)
60.80
(64.87)
6.69% Details
2/23/2021 Qualtrics XM New Coverage Overweight
(N/A)
45.09
(37.13)
-17.65% Details
2/9/2021 Twilio TWLO Upgrade Overweight
(Neutral)
400.06
(363.19)
-9.22% Details
1/4/2021 C3.ai AI New Coverage Underweight
(N/A)
138.75
(57.89)
-58.28% Details
11/24/2020 Nutanix NTNX Maintain Neutral
(N/A)
 
 
  Details
11/3/2020 Ceridian HCM Holding Inc. CDAY Upgrade Neutral
(Underweight)
86.22
(92.41)
7.18% Details
11/3/2020 Paycom Software PAYC Upgrade Neutral
(Underweight)
364.09
(356.70)
-2.03% Details
9/17/2020 ZoomInfo Technologies ZI Upgrade Overweight
(Neutral)
31.11
(51.98)
67.08% Details
8/14/2020 Pegasystems PEGA New Coverage Overweight
(N/A)
115.00
(137.58)
19.63% Details
6/29/2020 ZoomInfo Technologies ZI New Coverage Neutral
(N/A)
53.19
(31.11)
-41.51% Details
4/23/2020 Smartsheet Inc. SMAR Downgrade Neutral
(Overweight)
51.57
(71.29)
38.24% Details
4/23/2020 Twilio TWLO Downgrade Neutral
(Overweight)
105.00
(363.19)
245.9% Details
4/23/2020 Paycom Software PAYC Downgrade Underweight
(Neutral)
208.20
(356.70)
71.33% Details
4/23/2020 Ceridian HCM Holding Inc. CDAY Downgrade Underweight
(Neutral)
50.36
(92.41)
83.5% Details
4/23/2020 Coupa Software COUP Downgrade Underweight
(Neutral)
157.45
(240.71)
52.88% Details
4/23/2020 Alteryx AYX Downgrade Underweight
(Neutral)
111.23
(85.70)
-22.95% Details
3/20/2020 Oracle ORCL Upgrade Overweight
(Neutral)
47.27
(77.99)
64.99% Details
2/27/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
11/26/2019 Nutanix NTNX Maintain Neutral
(N/A)
 
 
  Details
11/25/2019 Nutanix NTNX Maintain Neutral
(N/A)
 
 
  Details
9/27/2019 Box, Inc. BOX Downgrade Underweight
(Neutral)
17.16
(24.95)
45.4% Details
9/4/2019 Coupa Software COUP Maintain Neutral
(N/A)
 
 
  Details
8/30/2019 Coupa Software COUP Maintain Neutral
(N/A)
 
 
  Details
6/3/2019 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
4/25/2019 Microsoft MSFT Maintain Overweight
(Overweight)
 
 
  Details
3/27/2019 Ultimate Software ULTI Downgrade Neutral
(Overweight)
329.76
(331.36)
0.49% Details
1/31/2019 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
12/4/2018 Apptio APTI Downgrade Underweight
(Neutral)
38.16
(37.97)
-0.5% Details
10/10/2018 Dropbox DBX Maintain Overweight
(N/A)
 
 
  Details
9/18/2018 Red Hat RHT Downgrade Neutral
(Overweight)
148.86
(187.71)
26.1% Details
8/30/2018 Nutanix NTNX Upgrade Neutral
(Underweight)
60.55
(36.34)
-39.98% Details