Ratings by Jefferies (John DiFucci)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/2/2021 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
5/18/2021 CrowdStrike Holdings CRWD Maintain Buy
(N/A)
 
 
  Details
5/18/2021 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
2/12/2021 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
2/1/2021 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
1/11/2021 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
1/11/2021 Mimecast Limited MIME Downgrade Hold
(Buy)
49.92
(66.06)
32.33% Details
1/11/2021 CrowdStrike Holdings CRWD Upgrade Buy
(Hold)
221.47
(259.86)
17.33% Details
11/6/2020 Cloudflare Inc. NET Maintain Buy
(N/A)
 
 
  Details
9/1/2020 CrowdStrike Holdings CRWD Maintain Hold
(N/A)
 
 
  Details
8/4/2020 Mimecast Limited MIME Maintain Buy
(N/A)
 
 
  Details
7/28/2020 Mimecast Limited MIME Maintain Buy
(N/A)
 
 
  Details
7/28/2020 Cloudflare Inc. NET Upgrade Buy
(Hold)
35.72
(136.97)
283.45% Details
7/28/2020 CrowdStrike Holdings CRWD Maintain Hold
(N/A)
 
 
  Details
6/3/2020 CrowdStrike Holdings CRWD Maintain Hold
(N/A)
 
 
  Details
3/11/2020 Vonage VG Maintain Buy
(N/A)
 
 
  Details
3/11/2020 Tufin Software Technologies Inc. TUFN Maintain Buy
(N/A)
 
 
  Details
3/11/2020 Mimecast Limited MIME Maintain Buy
(N/A)
 
 
  Details
3/11/2020 CrowdStrike Holdings CRWD Maintain Hold
(N/A)
 
 
  Details
1/9/2020 Tufin Software Technologies Inc. TUFN Maintain Buy
(N/A)
 
 
  Details
8/26/2019 Dynatrace Inc. DT New Coverage Hold
(N/A)
24.18
(19.50)
-19.35% Details
8/23/2019 VMware VMW Maintain Buy
(N/A)
 
 
  Details
8/23/2019 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
7/19/2019 CrowdStrike Holdings CRWD Maintain Hold
(N/A)
 
 
  Details
6/25/2019 Microsoft MSFT Maintain Underperform
(N/A)
 
 
  Details
6/20/2019 Oracle ORCL Maintain Buy
(N/A)
 
 
  Details
5/31/2019 Vonage VG New Coverage Buy
(N/A)
11.62
(10.71)
-7.83% Details
5/31/2019 Upland Software UPLD New Coverage Buy
(N/A)
47.55
(38.94)
-18.11% Details
5/30/2019 Palo Alto Networks PANW Maintain Buy
(N/A)
 
 
  Details
5/29/2019 Workday WDAY Maintain Hold
(Hold)
 
 
  Details
5/13/2019 Alarm.com ALRM Downgrade Hold
(Buy)
69.67
(80.90)
16.12% Details
5/6/2019 Tufin Software Technologies Inc. TUFN New Coverage Buy
(N/A)
21.42
(10.58)
-50.61% Details
4/12/2019 Atlassian Corporation TEAM Maintain Hold
(N/A)
 
 
  Details
3/11/2019 Nutanix NTNX Upgrade Buy
(Hold)
34.94
(40.20)
15.05% Details
2/27/2019 Palo Alto Networks PANW Maintain Buy
(N/A)
 
 
  Details
2/12/2019 Varonis Systems VRNS Maintain Buy
(N/A)
 
 
  Details
2/12/2019 Mimecast Limited MIME Maintain Buy
(N/A)
 
 
  Details
12/11/2018 Apptio APTI Downgrade Hold
(Buy)
38.03
(37.97)
-0.16% Details
11/29/2018 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
11/28/2018 Nutanix NTNX Maintain Hold
(N/A)
 
 
  Details
11/13/2018 SolarWinds SWI New Coverage Buy
(N/A)
15.07
(18.60)
23.42% Details
10/30/2018 Elastic NV. ESTC New Coverage Hold
(N/A)
60.52
(166.54)
175.18% Details
10/12/2018 Carbonite CARB New Coverage Buy
(N/A)
32.36
(15.26)
-52.84% Details
9/27/2018 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
9/5/2018 RingCentral RNG Maintain Buy
(N/A)
 
 
  Details
9/5/2018 Smartsheet Inc. SMAR Maintain Buy
(N/A)
 
 
  Details
8/17/2018 Nutanix NTNX Downgrade Hold
(Buy)
55.66
(34.94)
-37.23% Details