Ratings by KeyBanc (Michael Turits)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 11/22/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/21/2023 | Splunk | SPLK | Downgrade | Sector Weight (Overweight) |
119.59 (151.33) |
26.54% | Details | |
| 8/25/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2023 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Amplitude Inc | AMPL | Downgrade | Sector Weight (Overweight) |
11.60 (11.25) |
-3.02% | Details | |
| 5/4/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Downgrade | Sector Weight (Overweight) |
53.78 (52.49) |
-2.4% | Details | |
| 2/6/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2023 | Splunk | SPLK | Upgrade | Overweight (Sector Weight) |
106.99 (151.33) |
41.44% | Details | |
| 2/6/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2023 | Datadog | DDOG | Downgrade | Sector Weight (Overweight) |
86.97 (118.62) |
36.39% | Details | |
| 1/18/2023 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2022 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2022 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | MongoDB | MDB | New Coverage | Overweight (N/A) |
163.79 (435.23) |
165.72% | Details | |
| 11/16/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2022 | Rapid7 | RPD | Downgrade | Sector Weight (Overweight) |
29.30 (56.05) |
91.3% | Details | |
| 11/4/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | DigitalOcean | DOCN | Downgrade | Sector Weight (Overweight) |
37.11 (30.85) |
-16.87% | Details | |
| 10/24/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | Oracle | ORCL | Upgrade | Overweight (Sector Weight) |
69.25 (117.16) |
69.18% | Details | |
| 9/7/2022 | UiPath Inc. | PATH | Downgrade | Sector Weight (Overweight) |
15.59 (25.04) |
60.62% | Details | |
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2022 | WalkMe Ltd. | WKME | Downgrade | Sector Weight (Overweight) |
13.28 (9.97) |
-24.92% | Details | |
| 5/17/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | SEMrush Holdings, Inc | SEMR | Downgrade | Sector Weight (Overweight) |
8.96 (11.17) |
24.67% | Details | |
| 5/11/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | Palo Alto Networks | PANW | New Coverage | Overweight (N/A) |
475.51 (296.16) |
-37.72% | Details | |
| 2/11/2022 | Datadog | DDOG | Upgrade | Overweight (Sector Weight) |
155.50 (118.62) |
-23.72% | Details | |
| 2/10/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Sprinklr Inc | CXM | Downgrade | Sector Weight (Overweight) |
11.06 (16.34) |
47.74% | Details | |
| 2/2/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | HashiCorp Inc | HCP | New Coverage | Sector Weight (N/A) |
90.54 (24.02) |
-73.47% | Details | |
| 12/21/2021 | Oracle | ORCL | Downgrade | Sector Weight (Overweight) |
96.62 (117.16) |
21.26% | Details | |
| 12/9/2021 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 12/7/2021 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2021 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | GitLab Inc | GTLB | New Coverage | Overweight (N/A) |
119.03 (52.47) |
-55.92% | Details | |
| 11/4/2021 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2021 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2021 | Rapid7 | RPD | New Coverage | Overweight (N/A) |
116.41 (56.05) |
-51.85% | Details | |
| 7/30/2021 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2021 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2021 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2021 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Confluent Inc | CFLT | New Coverage | Sector Weight (N/A) |
40.48 (22.83) |
-43.6% | Details | |
| 7/19/2021 | Sprinklr Inc | CXM | New Coverage | Overweight (N/A) |
19.51 (16.34) |
-16.25% | Details | |
| 7/12/2021 | WalkMe Ltd. | WKME | New Coverage | Overweight (N/A) |
29.48 (9.97) |
-66.18% | Details | |
| 6/9/2021 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2021 | Splunk | SPLK | Maintain | Sector Weight (N/A) |
|
Details | ||
| 6/1/2021 | Sprout Social Inc. | SPT | New Coverage | Overweight (N/A) |
69.15 (59.78) |
-13.55% | Details | |
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Overweight (N/A) |
66.42 (25.04) |
-62.3% | Details | |
| 5/7/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2021 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2021 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2021 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2021 | SEMrush Holdings, Inc | SEMR | New Coverage | Overweight (N/A) |
16.39 (11.17) |
-31.85% | Details | |
| 4/19/2021 | DigitalOcean | DOCN | New Coverage | Overweight (N/A) |
44.96 (30.85) |
-31.38% | Details | |
| 4/16/2021 | Splunk | SPLK | Downgrade | Sector Weight (Overweight) |
146.08 (151.33) |
3.59% | Details | |
| 3/10/2021 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2021 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Fortinet | FTNT | Upgrade | Overweight (Sector Weight) |
156.99 (52.49) |
-66.56% | Details | |
| 1/20/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2020 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2020 | New Relic | NEWR | New Coverage | Sector Weight (N/A) |
56.88 (86.99) |
52.94% | Details | |
| 11/24/2020 | Datadog | DDOG | New Coverage | Sector Weight (N/A) |
89.09 (118.62) |
33.15% | Details | |
| 11/24/2020 | Alteryx | AYX | New Coverage | Sector Weight (N/A) |
117.00 (41.88) |
-64.21% | Details | |
| 11/24/2020 | Splunk | SPLK | New Coverage | Overweight (N/A) |
198.94 (151.33) |
-23.93% | Details | |
| 11/24/2020 | Fortinet | FTNT | New Coverage | Sector Weight (N/A) |
118.12 (52.49) |
-55.56% | Details | |
| 11/24/2020 | Checkpoint Software | CHKP | New Coverage | Sector Weight (N/A) |
118.90 (145.83) |
22.65% | Details | |
| 11/24/2020 | Palo Alto Networks | PANW | New Coverage | Overweight (N/A) |
292.01 (296.16) |
1.42% | Details | |
| 11/24/2020 | Slack Technologies Inc. | WORK | New Coverage | Sector Weight (N/A) |
29.24 (45.20) |
54.58% | Details | |
| 11/24/2020 | Workday | WDAY | New Coverage | Overweight (N/A) |
209.40 (272.92) |
30.33% | Details | |
| 11/24/2020 | Oracle | ORCL | New Coverage | Overweight (N/A) |
55.70 (117.16) |
110.34% | Details | |
| 11/24/2020 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
518.06 (690.79) |
33.34% | Details | |
| 11/24/2020 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
210.39 (374.51) |
78.01% | Details | |
| 11/24/2020 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
371.43 (516.97) |
39.18% | Details | |
| 11/24/2020 | salesforce.com | CRM | New Coverage | Overweight (N/A) |
258.04 (260.00) |
0.76% | Details | |
| 11/24/2020 | Okta, Inc | OKTA | New Coverage | Overweight (N/A) |
232.65 (73.63) |
-68.35% | Details |
