Ratings by Baird (Jonathan Ruykhaver)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/3/2022 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2021 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Cloudflare Inc. | NET | Downgrade | Neutral (Outperform) |
120.00 (88.32) |
-26.4% | Details | |
| 8/6/2021 | FireEye, Inc | FEYE | Downgrade | Neutral (Outperform) |
20.45 (17.27) |
-15.55% | Details | |
| 8/4/2021 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2021 | KnowBe4 Inc. | KNBE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2021 | Proofpoint | PFPT | Downgrade | Neutral (Outperform) |
170.81 (175.90) |
2.98% | Details | |
| 5/4/2021 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2021 | CyberArk Software | CYBR | Upgrade | Outperform (Neutral) |
133.71 (239.93) |
79.44% | Details | |
| 11/11/2020 | CyberArk Software | CYBR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2020 | CrowdStrike Holdings | CRWD | Upgrade | Outperform (Neutral) |
126.55 (300.68) |
137.6% | Details | |
| 10/14/2020 | FireEye, Inc | FEYE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2020 | Elastic NV. | ESTC | New Coverage | Neutral (N/A) |
105.28 (101.51) |
-3.58% | Details | |
| 9/25/2020 | Dynatrace Inc. | DT | New Coverage | Outperform (N/A) |
40.29 (46.39) |
15.14% | Details | |
| 9/25/2020 | Splunk | SPLK | Upgrade | Outperform (Neutral) |
177.48 (156.90) |
-11.6% | Details | |
| 8/28/2020 | Nutanix | NTNX | Downgrade | Neutral (Outperform) |
21.64 (60.70) |
180.5% | Details | |
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2020 | Cisco | CSCO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2020 | Varonis Systems | VRNS | Downgrade | Neutral (Outperform) |
106.86 (44.92) |
-57.96% | Details | |
| 7/15/2020 | ForeScout Technologies | FSCT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2020 | ForeScout Technologies | FSCT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | Cisco | CSCO | Downgrade | Neutral (Outperform) |
48.13 (48.27) |
0.29% | Details | |
| 6/8/2020 | NortonLifelock | NLOK | Upgrade | Outperform (Neutral) |
21.05 (21.66) |
2.9% | Details | |
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2020 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2020 | ForeScout Technologies | FSCT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2020 | ForeScout Technologies | FSCT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2020 | NortonLifelock | NLOK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2020 | CyberArk Software | CYBR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2020 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/20/2020 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | FireEye, Inc | FEYE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/6/2020 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2020 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2020 | ForeScout Technologies | FSCT | Downgrade | Neutral (Outperform) |
32.98 (28.99) |
-12.1% | Details | |
| 2/13/2020 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2020 | Cisco | CSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | NortonLifelock | NLOK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2020 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2020 | Cloudflare Inc. | NET | New Coverage | Outperform (N/A) |
17.78 (88.32) |
396.74% | Details | |
| 12/4/2019 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2019 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2019 | ForeScout Technologies | FSCT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2019 | CrowdStrike Holdings | CRWD | New Coverage | Neutral (N/A) |
62.52 (300.68) |
380.93% | Details | |
| 8/19/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2019 | FireEye, Inc | FEYE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Carbon Black Inc | CBLK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2019 | FireEye, Inc | FEYE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2019 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2019 | Carbon Black Inc | CBLK | New Coverage | Outperform (N/A) |
14.04 (26.00) |
85.19% | Details | |
| 4/4/2019 | Rapid7 | RPD | New Coverage | Outperform (N/A) |
52.25 (45.70) |
-12.54% | Details | |
| 2/20/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | ForeScout Technologies | FSCT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2018 | Cisco | CSCO | New Coverage | Outperform (N/A) |
47.29 (48.27) |
2.07% | Details | |
| 11/29/2018 | Nutanix | NTNX | New Coverage | Outperform (N/A) |
43.11 (60.70) |
40.8% | Details | |
| 10/18/2018 | Red Hat | RHT | New Coverage | Neutral (N/A) |
125.60 (187.71) |
49.45% | Details | |
| 10/18/2018 | Qualys | QLYS | New Coverage | Neutral (N/A) |
75.68 (171.70) |
126.88% | Details | |
| 10/18/2018 | Proofpoint | PFPT | New Coverage | Outperform (Neutral) |
105.81 (175.90) |
66.24% | Details | |
| 10/18/2018 | Palo Alto Networks | PANW | New Coverage | Outperform (Neutral) |
205.00 (292.34) |
42.6% | Details | |
| 10/18/2018 | Fortinet | FTNT | New Coverage | Neutral (N/A) |
82.71 (64.39) |
-22.15% | Details | |
| 10/18/2018 | Varonis Systems | VRNS | New Coverage | Outperform (N/A) |
63.90 (44.92) |
-29.7% | Details | |
| 10/18/2018 | Checkpoint Software | CHKP | New Coverage | Neutral (N/A) |
113.30 (161.03) |
42.13% | Details | |
| 10/18/2018 | Zscaler | ZS | New Coverage | Outperform (N/A) |
38.96 (177.32) |
355.13% | Details | |
| 10/18/2018 | Okta, Inc | OKTA | New Coverage | Neutral (N/A) |
61.91 (94.37) |
52.43% | Details | |
| 10/18/2018 | Mimecast Limited | MIME | New Coverage | Outperform (N/A) |
36.78 (79.92) |
117.29% | Details | |
| 10/18/2018 | ForeScout Technologies | FSCT | New Coverage | Outperform (N/A) |
30.22 (28.99) |
-4.07% | Details | |
| 10/18/2018 | FireEye, Inc | FEYE | New Coverage | Outperform (N/A) |
17.81 (17.27) |
-3.03% | Details |
