Ratings by Morgan Stanley (Keith Weiss)

Date CompanySymbol 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