Ratings by Morgan Stanley (Keith Weiss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/24/2022 | Shopify | SHOP | New Coverage | Equalweight (N/A) |
338.54 (350.26) |
3.46% | Details | |
| 6/21/2022 | Adobe | ADBE | Downgrade | Equalweight (Overweight) |
365.08 (364.45) |
-0.17% | 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 (9.31) |
-17.9% | 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 (143.76) |
-43.9% | 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 (154.92) |
-39.19% | Details | |
| 1/12/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2022 | Samsara Inc | IOT | New Coverage | Overweight (N/A) |
22.99 (11.41) |
-50.37% | Details | |
| 12/16/2021 | Qualtrics | XM | Upgrade | Overweight (Equalweight) |
32.03 (12.92) |
-59.66% | Details | |
| 12/3/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/3/2021 | UiPath Inc. | PATH | Upgrade | Overweight (Equalweight) |
43.93 (20.02) |
-54.43% | 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 (92.60) |
-63.46% | 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 (176.81) |
-45.55% | 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 (171.46) |
-20.27% | Details | |
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Equalweight (N/A) |
66.42 (20.02) |
-69.86% | 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 (92.93) |
-30.23% | 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 (12.92) |
-71.35% | 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 (9.31) |
-65.66% | 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 (9.31) |
-41.67% | Details | |
| 11/12/2020 | salesforce.com | CRM | Downgrade | Equalweight (Overweight) |
247.66 (171.46) |
-30.77% | Details | |
| 11/12/2020 | ServiceNow | NOW | Upgrade | Overweight (Equalweight) |
481.28 (473.44) |
-1.63% | 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 (350.26) |
-66.78% | Details | |
| 10/5/2020 | Intuit | INTU | Upgrade | Overweight (Equalweight) |
332.34 (384.89) |
15.81% | 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 (45.44) |
43.57% | Details | |
| 6/18/2020 | Zscaler | ZS | Upgrade | Equalweight (Underweight) |
102.81 (154.92) |
50.69% | 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 (92.39) |
-10.36% | Details | |
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 4/14/2020 | Workday | WDAY | Upgrade | Overweight (Equalweight) |
145.41 (144.25) |
-0.8% | Details | |
| 4/14/2020 | Cloudflare Inc. | NET | Downgrade | Underweight (Equalweight) |
21.18 (45.44) |
114.54% | 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 (22.27) |
34.32% | 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 (192.60) |
42.23% | Details | |
| 1/13/2020 | Checkpoint Software | CHKP | Downgrade | Underweight (Equalweight) |
111.71 (121.70) |
8.94% | 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 (144.25) |
-12.47% | Details | |
| 11/18/2019 | Splunk | SPLK | Upgrade | Overweight (Equalweight) |
116.99 (92.93) |
-20.57% | 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 (473.44) |
72.64% | Details | |
| 10/8/2019 | Cloudflare Inc. | NET | New Coverage | Equalweight (N/A) |
17.27 (45.44) |
163.12% | 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 (364.45) |
31.26% | 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 (384.89) |
78.34% | 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 (176.81) |
31.21% | Details | |
| 1/15/2019 | Oracle | ORCL | Downgrade | Equalweight (Overweight) |
48.29 (68.58) |
42.02% | Details | |
| 1/15/2019 | VMware | VMW | Downgrade | Equalweight (Overweight) |
146.70 (116.25) |
-20.76% | Details | |
| 1/15/2019 | Akamai Technologies | AKAM | Upgrade | Overweight (Equalweight) |
63.10 (92.39) |
46.42% | 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 |
