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Ratings by Bernstein (Mark Moerdler)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
1/31/2024 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
12/15/2023 Adobe ADBE Maintain Outperform
(N/A)
 
 
  Details
11/29/2023 Workday WDAY Maintain Outperform
(N/A)
 
 
  Details
11/9/2023 Adobe ADBE Maintain Outperform
(N/A)
 
 
  Details
10/26/2023 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
9/20/2023 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
9/13/2023 Oracle ORCL Maintain Outperform
(N/A)
 
 
  Details
8/31/2023 salesforce.com CRM Maintain Underperform
(N/A)
 
 
  Details
8/2/2023 SAP AG SAP Maintain Outperform
(N/A)
 
 
  Details
7/20/2023 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
6/13/2023 Oracle ORCL Maintain Outperform
(N/A)
 
 
  Details
6/5/2023 Oracle ORCL Maintain Outperform
(N/A)
 
 
  Details
6/5/2023 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
6/1/2023 salesforce.com CRM Maintain Underperform
(N/A)
 
 
  Details
5/26/2023 Snowflake Inc. SNOW Maintain Market Perform
(N/A)
 
 
  Details
5/11/2023 SAP AG SAP Maintain Outperform
(N/A)
 
 
  Details
3/20/2023 SAP AG SAP Maintain Outperform
(N/A)
 
 
  Details
3/16/2023 Adobe ADBE Maintain Outperform
(N/A)
 
 
  Details
3/13/2023 Oracle ORCL Maintain Outperform
(N/A)
 
 
  Details
3/3/2023 Snowflake Inc. SNOW Maintain Market Perform
(N/A)
 
 
  Details
3/2/2023 salesforce.com CRM Maintain Underperform
(N/A)
 
 
  Details
1/25/2023 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
1/11/2023 salesforce.com CRM Downgrade Underperform
(Market Perform)
147.44
(316.88)
114.92% Details
10/11/2022 Snowflake Inc. SNOW New Coverage Market Perform
(N/A)
159.05
(186.72)
17.4% Details
6/6/2022 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
6/6/2022 VMware VMW Maintain Outperform
(N/A)
 
 
  Details
2/23/2022 Citrix Systems CTXS Downgrade Market Perform
(Outperform)
101.87
(103.90)
1.99% Details
1/27/2022 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
8/26/2021 salesforce.com CRM Maintain Market Perform
(N/A)
 
 
  Details
7/28/2021 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
7/23/2021 SAP AG SAP Maintain Outperform
(N/A)
 
 
  Details
4/15/2021 VMware VMW Maintain Outperform
(Outperform)
 
 
  Details
3/24/2021 Adobe ADBE Maintain Outperform
(Outperform)
 
 
  Details
3/11/2021 Oracle ORCL Maintain Outperform
(Outperform)
 
 
  Details
3/4/2021 Splunk SPLK Maintain Market Perform
(Market Perform)
 
 
  Details
7/23/2020 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
7/21/2020 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
6/22/2020 salesforce.com CRM Maintain Market Perform
(N/A)
 
 
  Details
6/12/2020 Adobe ADBE Maintain Outperform
(N/A)
 
 
  Details
6/8/2020 Oracle ORCL Maintain Outperform
(N/A)
 
 
  Details
6/5/2020 Slack Technologies Inc. WORK Maintain Market Perform
(N/A)
 
 
  Details
5/11/2020 Sabre Corporation SABR Upgrade Outperform
(Market Perform)
6.68
(2.61)
-60.93% Details
4/30/2020 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
4/24/2020 Citrix Systems CTXS Maintain Outperform
(N/A)
 
 
  Details
4/20/2020 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
3/20/2020 Sabre Corporation SABR Maintain Market Perform
(N/A)
 
 
  Details
3/13/2020 Oracle ORCL Maintain Outperform
(N/A)
 
 
  Details
3/13/2020 Slack Technologies Inc. WORK Maintain Market Perform
(N/A)
 
 
  Details
3/11/2020 Workday WDAY Maintain Outperform
(N/A)
 
 
  Details
2/28/2020 VMware VMW Maintain Outperform
(N/A)
 
 
  Details
2/27/2020 Sabre Corporation SABR Maintain Market Perform
(N/A)
 
 
  Details
2/26/2020 salesforce.com CRM Maintain Market Perform
(N/A)
 
 
  Details
2/6/2020 VMware VMW Upgrade Outperform
(Market Perform)
153.60
(142.48)
-7.24% Details
1/30/2020 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
12/5/2019 Microsoft MSFT Maintain Outperform
(N/A)
 
 
  Details
11/6/2018 Splunk SPLK Downgrade Market Perform
(Outperform)
101.14
(156.16)
54.4% Details