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Ratings by Morgan Stanley (Keith Weiss)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
4/25/2024 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
4/24/2024 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
4/19/2024 Shopify SHOP Upgrade Overweight
(Equalweight)
69.41
(70.55)
1.64% Details
4/17/2024 BigCommerce Holdings BIGC Maintain Equalweight
(N/A)
 
 
  Details
4/16/2024 Checkpoint Software CHKP Maintain Equalweight
(N/A)
 
 
  Details
4/11/2024 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/1/2024 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
3/14/2024 UiPath Inc. PATH Maintain Equalweight
(N/A)
 
 
  Details
3/12/2024 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
3/1/2024 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
2/29/2024 Snowflake Inc. SNOW Downgrade Equalweight
(Overweight)
234.03
(152.50)
-34.84% Details
2/27/2024 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
2/23/2024 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
2/22/2024 BigCommerce Holdings BIGC Maintain Equalweight
(N/A)
 
 
  Details
2/14/2024 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
2/12/2024 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
2/6/2024 Palantir Technologies Inc. PLTR Maintain Underweight
(N/A)
 
 
  Details
1/31/2024 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
1/25/2024 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
1/23/2024 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
1/22/2024 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
1/10/2024 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
12/22/2023 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
12/22/2023 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
12/22/2023 BigCommerce Holdings BIGC Maintain Equalweight
(N/A)
 
 
  Details
12/22/2023 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
12/21/2023 salesforce.com CRM Upgrade Overweight
(Equalweight)
264.34
(273.14)
3.33% Details
12/4/2023 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
12/1/2023 UiPath Inc. PATH Maintain Equalweight
(N/A)
 
 
  Details
12/1/2023 Samsara Inc IOT Maintain Equalweight
(N/A)
 
 
  Details
11/29/2023 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
11/29/2023 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
11/29/2023 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
11/22/2023 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
11/8/2023 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
11/3/2023 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
10/30/2023 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
10/26/2023 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
10/16/2023 Checkpoint Software CHKP Upgrade Equalweight
(Underweight)
135.02
(152.95)
13.28% Details
10/13/2023 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
10/10/2023 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
9/28/2023 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
9/26/2023 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
9/26/2023 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
9/22/2023 salesforce.com CRM Maintain Equalweight
(N/A)
 
 
  Details
9/13/2023 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
9/12/2023 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
9/1/2023 Samsara Inc IOT Maintain Equalweight
(N/A)
 
 
  Details
8/31/2023 Palantir Technologies Inc. PLTR Downgrade Underweight
(Equalweight)
15.40
(21.71)
40.97% Details
8/25/2023 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
8/24/2023 Splunk SPLK Maintain Equalweight
(N/A)
 
 
  Details
8/9/2023 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
8/3/2023 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
7/31/2023 Okta, Inc OKTA Maintain Equalweight
(N/A)
 
 
  Details
7/31/2023 Adobe ADBE Upgrade Overweight
(Equalweight)
513.97
(473.44)
-7.89% Details
7/31/2023 salesforce.com CRM Downgrade Equalweight
(Overweight)
225.15
(273.14)
21.31% Details
7/27/2023 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
7/27/2023 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
7/6/2023 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/16/2023 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
6/13/2023 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
6/12/2023 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
6/2/2023 Samsara Inc IOT Maintain Equalweight
(N/A)
 
 
  Details
6/1/2023 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
5/26/2023 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
5/18/2023 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
5/10/2023 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
5/9/2023 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
5/8/2023 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
5/5/2023 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
4/28/2023 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
4/26/2023 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/17/2023 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/6/2023 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/3/2023 Bill.com Holdings Inc. BILL Maintain Equalweight
(N/A)
 
 
  Details
4/3/2023 Bill.com Holdings Inc. BILL Maintain Overweight
(N/A)
 
 
  Details
3/23/2023 Samsara Inc IOT Downgrade Equalweight
(Overweight)
18.77
(34.39)
83.22% Details
3/17/2023 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
3/16/2023 UiPath Inc. PATH Maintain Equalweight
(N/A)
 
 
  Details
3/16/2023 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
3/13/2023 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
3/3/2023 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
3/3/2023 Samsara Inc IOT Maintain Overweight
(N/A)
 
 
  Details
3/2/2023 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
2/28/2023 Okta, Inc OKTA Maintain Equalweight
(N/A)
 
 
  Details
2/28/2023 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
2/24/2023 BigCommerce Holdings BIGC Maintain Equalweight
(N/A)
 
 
  Details
2/17/2023 HubSpot Inc HUBS Maintain Overweight
(N/A)
 
 
  Details
2/14/2023 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
1/30/2023 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
12/16/2022 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
12/1/2022 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
12/1/2022 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
11/11/2022 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
11/11/2022 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
11/9/2022 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
11/4/2022 BigCommerce Holdings BIGC Maintain Equalweight
(N/A)
 
 
  Details
10/27/2022 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
10/26/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/20/2022 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
10/20/2022 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
10/20/2022 Palantir Technologies Inc. PLTR Maintain Equalweight
(N/A)
 
 
  Details
10/19/2022 Qualtrics XM Maintain Overweight
(N/A)
 
 
  Details
10/19/2022 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
10/19/2022 HubSpot Inc HUBS Maintain Overweight
(N/A)
 
 
  Details
10/14/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/11/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
9/20/2022 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
9/16/2022 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
9/12/2022 Bill.com Holdings Inc. BILL New Coverage Overweight
(N/A)
161.45
(60.50)
-62.53% Details
9/8/2022 HubSpot Inc HUBS Maintain Overweight
(N/A)
 
 
  Details
9/7/2022 UiPath Inc. PATH Downgrade Equalweight
(Overweight)
16.10
(19.41)
20.56% Details
9/2/2022 Smartsheet Inc. SMAR Maintain Overweight
(N/A)
 
 
  Details
9/1/2022 Okta, Inc OKTA Downgrade Equalweight
(Overweight)
91.40
(92.94)
1.68% Details
8/25/2022 Splunk SPLK Maintain Equalweight
(N/A)
 
 
  Details
8/16/2022 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
8/16/2022 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
8/15/2022 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
8/15/2022 Splunk SPLK Maintain Equalweight
(N/A)
 
 
  Details
8/10/2022 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
8/9/2022 Palantir Technologies Inc. PLTR Maintain Equalweight
(N/A)
 
 
  Details
8/8/2022 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
7/20/2022 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
7/14/2022 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
7/14/2022 Qualtrics XM Maintain Overweight
(N/A)
 
 
  Details
7/12/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/24/2022 Shopify SHOP New Coverage Equalweight
(N/A)
338.54
(70.55)
-79.16% Details
6/21/2022 Adobe ADBE Downgrade Equalweight
(Overweight)
365.08
(473.44)
29.68% Details
6/17/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/13/2022 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
6/6/2022 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
6/3/2022 Asana ASAN Maintain Equalweight
(N/A)
 
 
  Details
5/27/2022 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
5/27/2022 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
5/27/2022 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
5/26/2022 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
5/20/2022 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
5/19/2022 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
5/19/2022 UiPath Inc. PATH Maintain Overweight
(N/A)
 
 
  Details
5/19/2022 Splunk SPLK Maintain Equalweight
(N/A)
 
 
  Details
5/18/2022 Okta, Inc OKTA Maintain Overweight
(N/A)
 
 
  Details
5/18/2022 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
5/16/2022 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
5/10/2022 Palantir Technologies Inc. PLTR Maintain Equalweight
(N/A)
 
 
  Details
5/4/2022 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
5/3/2022 BigCommerce Holdings BIGC Maintain Equalweight
(N/A)
 
 
  Details
4/28/2022 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
4/22/2022 Qualtrics XM Maintain Overweight
(N/A)
 
 
  Details
4/13/2022 Okta, Inc OKTA Maintain Overweight
(N/A)
 
 
  Details
4/12/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/4/2022 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
3/31/2022 UiPath Inc. PATH Maintain Overweight
(N/A)
 
 
  Details
3/18/2022 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
3/7/2022 Palantir Technologies Inc. PLTR Upgrade Equalweight
(Underweight)
11.34
(21.71)
91.45% Details
3/3/2022 Splunk SPLK Maintain Equalweight
(N/A)
 
 
  Details
3/3/2022 Snowflake Inc. SNOW Maintain Overweight
(N/A)
 
 
  Details
3/3/2022 Samsara Inc IOT Maintain Overweight
(Overweight)
 
 
  Details
2/28/2022 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
2/25/2022 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
2/25/2022 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
2/23/2022 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
2/18/2022 Palantir Technologies Inc. PLTR Maintain Underweight
(N/A)
 
 
  Details
2/17/2022 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
2/11/2022 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
2/9/2022 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
2/8/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
2/7/2022 Snowflake Inc. SNOW Upgrade Overweight
(Equalweight)
256.26
(234.03)
-8.67% Details
2/3/2022 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
1/27/2022 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
1/26/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
1/18/2022 Zscaler ZS Upgrade Overweight
(Equalweight)
254.74
(174.81)
-31.38% Details
1/12/2022 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
1/10/2022 Samsara Inc IOT New Coverage Overweight
(N/A)
22.99
(34.39)
49.59% Details
12/16/2021 Qualtrics XM Upgrade Overweight
(Equalweight)
32.03
(18.14)
-43.37% Details
12/3/2021 Snowflake Inc. SNOW Maintain Equalweight
(N/A)
 
 
  Details
12/3/2021 UiPath Inc. PATH Upgrade Overweight
(Equalweight)
43.93
(19.41)
-55.82% Details
12/2/2021 Splunk SPLK Maintain Equalweight
(N/A)
 
 
  Details
12/1/2021 Zscaler ZS Maintain Equalweight
(N/A)
 
 
  Details
11/24/2021 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
11/22/2021 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
11/19/2021 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
11/19/2021 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
11/19/2021 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
11/16/2021 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
11/15/2021 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
11/15/2021 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
11/1/2021 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
10/29/2021 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
10/29/2021 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
10/27/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/22/2021 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
10/18/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/8/2021 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
10/6/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/4/2021 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
9/28/2021 Okta, Inc OKTA Upgrade Overweight
(Equalweight)
253.43
(92.94)
-63.33% Details
9/24/2021 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
9/20/2021 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
9/15/2021 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
9/14/2021 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
9/14/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
9/10/2021 Zscaler ZS Maintain Equalweight
(N/A)
 
 
  Details
9/8/2021 UiPath Inc. PATH Maintain Equalweight
(N/A)
 
 
  Details
9/2/2021 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
9/2/2021 Okta, Inc OKTA Maintain Equalweight
(N/A)
 
 
  Details
8/31/2021 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
8/27/2021 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
8/26/2021 Snowflake Inc. SNOW Maintain Equalweight
(N/A)
 
 
  Details
8/26/2021 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
8/25/2021 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
8/20/2021 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
8/19/2021 Autodesk ADSK New Coverage Equalweight
(N/A)
324.70
(216.40)
-33.35% Details
8/13/2021 Palantir Technologies Inc. PLTR Maintain Underweight
(N/A)
 
 
  Details
7/29/2021 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
7/29/2021 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
7/28/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
7/27/2021 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
7/21/2021 Qualtrics XM Maintain Equalweight
(N/A)
 
 
  Details
7/19/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
7/13/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/18/2021 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
6/16/2021 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
6/15/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/14/2021 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
6/11/2021 Snowflake Inc. SNOW Maintain Equalweight
(N/A)
 
 
  Details
6/9/2021 UiPath Inc. PATH Maintain Equalweight
(N/A)
 
 
  Details
6/7/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/3/2021 Splunk SPLK Maintain Equalweight
(Equalweight)
 
 
  Details
5/28/2021 VMware VMW Maintain Equalweight
(Equalweight)
 
 
  Details
5/28/2021 salesforce.com CRM Maintain Overweight
(Overweight)
 
 
  Details
5/28/2021 Autodesk ADSK Maintain Equalweight
(Equalweight)
 
 
  Details
5/26/2021 Zscaler ZS Maintain Equalweight
(N/A)
 
 
  Details
5/26/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
5/26/2021 Intuit INTU Maintain Overweight
(Overweight)
 
 
  Details
5/20/2021 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
5/19/2021 salesforce.com CRM Upgrade Overweight
(Equalweight)
215.06
(273.14)
27.01% Details
5/17/2021 UiPath Inc. PATH New Coverage Equalweight
(N/A)
66.42
(19.41)
-70.78% Details
5/12/2021 Palantir Technologies Inc. PLTR Maintain Underweight
(N/A)
 
 
  Details
5/7/2021 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
5/5/2021 Akamai Technologies AKAM Maintain Equalweight
(Equalweight)
 
 
  Details
4/30/2021 Atlassian Corporation TEAM Maintain Overweight
(Overweight)
 
 
  Details
4/29/2021 Shopify SHOP Maintain Equalweight
(Equalweight)
 
 
  Details
4/28/2021 Microsoft MSFT Maintain Overweight
(Overweight)
 
 
  Details
4/27/2021 Splunk SPLK Downgrade Equalweight
(Overweight)
133.20
(156.90)
17.79% Details
4/21/2021 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
4/21/2021 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
4/19/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/13/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/8/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/6/2021 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
4/1/2021 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
3/24/2021 Adobe ADBE Maintain Overweight
(Overweight)
 
 
  Details
3/17/2021 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
3/11/2021 Oracle ORCL Maintain Equalweight
(Equalweight)
 
 
  Details
3/5/2021 Microsoft MSFT Maintain Overweight
(Overweight)
 
 
  Details
3/4/2021 Snowflake Inc. SNOW Maintain Equalweight
(Equalweight)
 
 
  Details
2/26/2021 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
2/26/2021 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
2/26/2021 Zscaler ZS Maintain Equalweight
(Equalweight)
 
 
  Details
2/24/2021 Intuit INTU Maintain Overweight
(Overweight)
 
 
  Details
2/23/2021 Qualtrics XM New Coverage Equalweight
(N/A)
45.09
(18.14)
-59.77% Details
2/18/2021 Shopify SHOP Maintain Equalweight
(Equalweight)
 
 
  Details
2/17/2021 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/17/2021 Palantir Technologies Inc. PLTR Maintain Underweight
(Underweight)
 
 
  Details
2/12/2021 Cloudflare Inc. NET Maintain Equalweight
(Equalweight)
 
 
  Details
2/2/2021 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
2/1/2021 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
1/29/2021 Atlassian Corporation TEAM Maintain Overweight
(Overweight)
 
 
  Details
1/28/2021 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
1/27/2021 Microsoft MSFT Maintain Overweight
(Overweight)
 
 
  Details
1/26/2021 salesforce.com CRM Maintain Equalweight
(N/A)
 
 
  Details
1/26/2021 Palantir Technologies Inc. PLTR Maintain Underweight
(N/A)
 
 
  Details
1/8/2021 Zscaler ZS Maintain Equalweight
(N/A)
 
 
  Details
1/8/2021 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
12/18/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
12/17/2020 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
12/17/2020 Shopify SHOP Maintain Equalweight
(N/A)
 
 
  Details
12/17/2020 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
12/17/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
12/17/2020 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
12/17/2020 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
12/17/2020 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
12/9/2020 Slack Technologies Inc. WORK Upgrade Equalweight
(Underweight)
42.68
(45.20)
5.9% Details
12/3/2020 Zscaler ZS Maintain Equalweight
(N/A)
 
 
  Details
12/2/2020 Palantir Technologies Inc. PLTR Downgrade Underweight
(Equalweight)
27.11
(21.71)
-19.92% Details
11/25/2020 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
11/25/2020 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
11/20/2020 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
11/20/2020 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
11/17/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
11/17/2020 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
11/13/2020 Palantir Technologies Inc. PLTR Downgrade Equalweight
(Overweight)
15.96
(21.71)
36.03% Details
11/12/2020 salesforce.com CRM Downgrade Equalweight
(Overweight)
247.66
(273.14)
10.29% Details
11/12/2020 ServiceNow NOW Upgrade Overweight
(Equalweight)
481.28
(716.25)
48.82% Details
11/11/2020 NortonLifelock NLOK Maintain Overweight
(N/A)
 
 
  Details
10/29/2020 ServiceNow NOW Maintain Equalweight
(N/A)
 
 
  Details
10/28/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/23/2020 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
10/21/2020 ServiceNow NOW Maintain Equalweight
(N/A)
 
 
  Details
10/21/2020 Slack Technologies Inc. WORK Downgrade Underweight
(Equalweight)
32.25
(45.20)
40.16% Details
10/16/2020 Intuit INTU Maintain Overweight
(N/A)
 
 
  Details
10/13/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/8/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/5/2020 Shopify SHOP New Coverage Equalweight
(N/A)
1054.43
(70.55)
-93.31% Details
10/5/2020 Intuit INTU Upgrade Overweight
(Equalweight)
332.34
(626.39)
88.48% Details
9/14/2020 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
9/10/2020 Zscaler ZS Maintain Equalweight
(N/A)
 
 
  Details
9/9/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
9/1/2020 NortonLifelock NLOK Maintain Overweight
(N/A)
 
 
  Details
8/28/2020 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
8/27/2020 Telephone & Data Systems TDS Maintain Overweight
(N/A)
 
 
  Details
8/26/2020 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
8/26/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
8/26/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
8/19/2020 Proofpoint PFPT Upgrade Overweight
(Equalweight)
108.58
(175.90)
62% Details
8/18/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
8/14/2020 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
7/31/2020 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
7/29/2020 Akamai Technologies AKAM Maintain Equalweight
(N/A)
 
 
  Details
7/23/2020 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
7/22/2020 ServiceNow NOW Maintain Equalweight
(N/A)
 
 
  Details
7/15/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
7/14/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
7/14/2020 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
7/14/2020 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
7/10/2020 Splunk SPLK Maintain Overweight
(N/A)
 
 
  Details
6/18/2020 Cloudflare Inc. NET Upgrade Equalweight
(Underweight)
31.65
(86.76)
174.12% Details
6/18/2020 Zscaler ZS Upgrade Equalweight
(Underweight)
102.81
(174.81)
70.03% Details
6/17/2020 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
6/12/2020 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
6/4/2020 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
5/29/2020 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
5/28/2020 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
5/28/2020 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
5/22/2020 Splunk SPLK Maintain Overweight
(N/A)
 
 
  Details
5/22/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
5/22/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
5/19/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
5/15/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
5/12/2020 Slack Technologies Inc. WORK Maintain Equalweight
(N/A)
 
 
  Details
5/8/2020 Cloudflare Inc. NET Maintain Underweight
(N/A)
 
 
  Details
5/6/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
5/1/2020 Atlassian Corporation TEAM Maintain Overweight
(N/A)
 
 
  Details
4/30/2020 ServiceNow NOW Maintain Equalweight
(N/A)
 
 
  Details
4/30/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
4/29/2020 Akamai Technologies AKAM Downgrade Equalweight
(Overweight)
103.07
(101.79)
-1.24% Details
4/28/2020 Checkpoint Software CHKP Maintain Underweight
(N/A)
 
 
  Details
4/14/2020 Workday WDAY Upgrade Overweight
(Equalweight)
145.41
(254.06)
74.72% Details
4/14/2020 Cloudflare Inc. NET Downgrade Underweight
(Equalweight)
21.18
(86.76)
309.63% Details
4/3/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
4/3/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
4/2/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 NortonLifelock NLOK Upgrade Overweight
(Equalweight)
16.58
(21.66)
30.64% Details
3/16/2020 Slack Technologies Inc. WORK Maintain Equalweight
(N/A)
 
 
  Details
3/16/2020 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
3/16/2020 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
2/28/2020 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
2/27/2020 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
2/25/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/25/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/20/2020 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
2/14/2020 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
2/14/2020 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
2/12/2020 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
2/12/2020 Akamai Technologies AKAM Maintain Overweight
(N/A)
 
 
  Details
2/11/2020 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
1/30/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
1/30/2020 ServiceNow NOW Maintain Equalweight
(N/A)
 
 
  Details
1/23/2020 Citrix Systems CTXS Maintain Underweight
(N/A)
 
 
  Details
1/15/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
1/13/2020 Workday WDAY Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 Splunk SPLK Maintain Overweight
(N/A)
 
 
  Details
1/13/2020 ServiceNow NOW Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
1/13/2020 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
1/13/2020 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 Cloudflare Inc. NET Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 Citrix Systems CTXS Maintain Underweight
(N/A)
 
 
  Details
1/13/2020 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
1/13/2020 Akamai Technologies AKAM Maintain Overweight
(N/A)
 
 
  Details
1/13/2020 Atlassian Corporation TEAM Upgrade Overweight
(Equalweight)
135.41
(198.41)
46.53% Details
1/13/2020 Checkpoint Software CHKP Downgrade Underweight
(Equalweight)
111.71
(135.02)
20.87% Details
1/8/2020 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
12/9/2019 Adobe ADBE Maintain Overweight
(N/A)
 
 
  Details
12/4/2019 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
11/27/2019 Autodesk ADSK Maintain Equalweight
(N/A)
 
 
  Details
11/22/2019 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
11/18/2019 Workday WDAY Downgrade Equalweight
(Overweight)
164.80
(254.06)
54.16% Details
11/18/2019 Splunk SPLK Upgrade Overweight
(Equalweight)
116.99
(156.90)
34.11% Details
11/5/2019 Symantec SYMC Maintain Equalweight
(N/A)
 
 
  Details
10/29/2019 Akamai Technologies AKAM Maintain Overweight
(N/A)
 
 
  Details
10/24/2019 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
10/16/2019 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
10/16/2019 Slack Technologies Inc. WORK Maintain Equalweight
(N/A)
 
 
  Details
10/16/2019 ServiceNow NOW Downgrade Equalweight
(Overweight)
274.24
(716.25)
161.18% Details
10/8/2019 Cloudflare Inc. NET New Coverage Equalweight
(N/A)
17.27
(86.76)
402.37% Details
9/23/2019 Nuance Communications NUAN Maintain Equalweight
(N/A)
 
 
  Details
9/3/2019 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
8/26/2019 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
8/26/2019 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
8/23/2019 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details
8/20/2019 VMware VMW Maintain Equalweight
(Equalweight)
 
 
  Details
7/31/2019 Akamai Technologies AKAM Maintain Overweight
(N/A)
 
 
  Details
7/25/2019 Citrix Systems CTXS Maintain Underweight
(N/A)
 
 
  Details
7/16/2019 Slack Technologies Inc. WORK New Coverage Equalweight
(N/A)
34.75
(45.20)
30.07% Details
7/1/2019 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
6/11/2019 Symantec SYMC Downgrade Underweight
(Equalweight)
19.15
(22.99)
20.05% Details
5/31/2019 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
5/31/2019 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
5/29/2019 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
5/29/2019 VMware VMW Maintain Equalweight
(N/A)
 
 
  Details
5/29/2019 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
5/24/2019 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
5/21/2019 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
5/16/2019 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
5/2/2019 Akamai Technologies AKAM Maintain Overweight
(N/A)
 
 
  Details
4/29/2019 Adobe ADBE Upgrade Overweight
(Equalweight)
277.66
(473.44)
70.51% Details
3/27/2019 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
3/25/2019 Intuit INTU Maintain Equalweight
(N/A)
 
 
  Details
3/15/2019 Oracle ORCL Maintain Equalweight
(N/A)
 
 
  Details
2/27/2019 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
2/26/2019 VMware VMW Maintain Equalweight
(Equalweight)
 
 
  Details
2/21/2019 Microsoft MSFT Maintain Overweight
(N/A)
 
 
  Details
2/13/2019 Akamai Technologies AKAM Maintain Overweight
(N/A)
 
 
  Details
2/8/2019 Nuance Communications NUAN Maintain Equalweight
(N/A)
 
 
  Details
2/4/2019 Intuit INTU Upgrade Equalweight
(Underweight)
215.82
(626.39)
190.24% Details
1/31/2019 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
1/15/2019 Nuance Communications NUAN Downgrade Equalweight
(Overweight)
15.14
(55.99)
269.82% Details
1/15/2019 Autodesk ADSK Downgrade Equalweight
(Overweight)
134.75
(216.40)
60.59% Details
1/15/2019 Oracle ORCL Downgrade Equalweight
(Overweight)
48.29
(114.89)
137.92% Details
1/15/2019 VMware VMW Downgrade Equalweight
(Overweight)
146.70
(142.48)
-2.88% Details
1/15/2019 Akamai Technologies AKAM Upgrade Overweight
(Equalweight)
63.10
(101.79)
61.32% Details
11/30/2018 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
11/26/2018 VMware VMW Maintain Overweight
(N/A)
 
 
  Details
10/25/2018 Checkpoint Software CHKP Maintain Equalweight
(N/A)
 
 
  Details
10/23/2018 ServiceNow NOW Maintain Overweight
(N/A)
 
 
  Details
10/19/2018 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
9/26/2018 Citrix Systems CTXS Maintain Underweight
(N/A)
 
 
  Details
9/14/2018 Adobe ADBE Maintain Equalweight
(N/A)
 
 
  Details
9/7/2018 Palo Alto Networks PANW Maintain Overweight
(N/A)
 
 
  Details
9/5/2018 Workday WDAY Maintain Overweight
(N/A)
 
 
  Details
8/20/2018 VMware VMW Maintain Overweight
(Overweight)
 
 
  Details
8/14/2018 salesforce.com CRM Maintain Overweight
(N/A)
 
 
  Details