Ratings by JMP Securities (Trevor Walsh)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/1/2024 | Planet Labs | PL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Axon Enterprise | AXON | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/6/2024 | Axon Enterprise | AXON | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/31/2024 | Zscaler | ZS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/31/2024 | Palo Alto Networks | PANW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/31/2024 | Cloudflare Inc. | NET | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/31/2024 | CyberArk Software | CYBR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/4/2024 | Tyler Tech | TYL | New Coverage | Market Outperform (N/A) |
408.20 (419.00) |
2.65% | Details | |
| 12/6/2023 | SentinelOne Inc | S | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/27/2023 | Okta, Inc | OKTA | New Coverage | Market Perform (N/A) |
71.93 (93.76) |
30.35% | Details | |
| 11/13/2023 | V2X, Inc. | VVX | New Coverage | Market Outperform (N/A) |
40.68 (50.10) |
23.16% | Details | |
| 8/28/2023 | SentinelOne Inc | S | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/9/2023 | SoundThinking | SSTI | New Coverage | Market Outperform (N/A) |
22.32 (13.46) |
-39.7% | Details | |
| 8/9/2023 | Axon Enterprise | AXON | New Coverage | Market Outperform (N/A) |
179.67 (302.41) |
68.31% | Details | |
| 7/13/2023 | Palo Alto Networks | PANW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/13/2023 | Cloudflare Inc. | NET | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/2/2023 | SentinelOne Inc | S | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Planet Labs | PL | New Coverage | Market Outperform (N/A) |
4.08 (1.82) |
-55.39% | Details | |
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/7/2022 | SentinelOne Inc | S | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/14/2022 | Okta, Inc | OKTA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Cloudflare Inc. | NET | Maintain | Market Outperform (N/A) |
|
Details | ||
| 9/1/2022 | Okta, Inc | OKTA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/3/2022 | Okta, Inc | OKTA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/2/2022 | SentinelOne Inc | S | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/27/2022 | Zscaler | ZS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Cloudflare Inc. | NET | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Okta, Inc | OKTA | New Coverage | Market Outperform (N/A) |
164.67 (71.93) |
-56.32% | Details | |
| 2/22/2022 | Zscaler | ZS | New Coverage | Market Outperform (N/A) |
255.22 (177.46) |
-30.47% | Details | |
| 2/22/2022 | Splunk | SPLK | New Coverage | Market Perform (N/A) |
114.70 (156.90) |
36.79% | Details | |
| 2/22/2022 | Qualys | QLYS | New Coverage | Market Perform (N/A) |
114.80 (172.11) |
49.92% | Details | |
| 2/22/2022 | Palo Alto Networks | PANW | New Coverage | Market Outperform (N/A) |
482.17 (293.82) |
-39.06% | Details | |
| 2/22/2022 | Cloudflare Inc. | NET | New Coverage | Market Outperform (N/A) |
95.87 (87.68) |
-8.54% | Details | |
| 2/22/2022 | CyberArk Software | CYBR | New Coverage | Market Outperform (N/A) |
140.75 (244.53) |
73.73% | Details | |
| 2/22/2022 | CrowdStrike Holdings | CRWD | New Coverage | Market Outperform (N/A) |
164.93 (297.62) |
80.45% | Details | |
| 2/22/2022 | Splunk | SPLK | Downgrade | Market Perform (Market Outperform) |
114.70 (156.90) |
36.79% | Details |
