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Patrick Walravens's Stock Ratings
JMP Securities Analyst
Patrick Walravens is an analyst at JMP Securities. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 09/18/2025
Overall Average Return
6.30%
Smart Score
Overall Average Return Percentile
48th
Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
09/18/2025 | ZM | Zoom Communications | $86.34 | — | — | Reiterates | Market Perform → Market Perform | |||
09/17/2025 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
09/12/2025 | FRSH | Freshworks | $12.90 | 109.3% | $27 → $27 | Reiterates | Market Outperform → Market Outperform | |||
09/12/2025 | ADBE | Adobe | $366.12 | — | — | Reiterates | Market Perform → Market Perform | |||
09/11/2025 | BL | BlackLine | $55.20 | 44.93% | $80 → $80 | Reiterates | Market Outperform → Market Outperform | |||
09/10/2025 | DOMO | Domo | $17.80 | 12.33% | $20 → $20 | Reiterates | Market Outperform → Market Outperform | |||
09/10/2025 | ORCL | Oracle | $298.66 | 14.51% | $315 → $342 | Maintains | Market Outperform | |||
09/05/2025 | DOCU | Docusign | $84.75 | 46.31% | $124 → $124 | Reiterates | Market Outperform → Market Outperform | |||
09/05/2025 | BRZE | Braze | $32.05 | 112.17% | $68 → $68 | Reiterates | Market Outperform → Market Outperform | |||
09/04/2025 | AI | C3.ai | $18.05 | 32.93% | $30 → $24 | Maintains | Market Outperform | |||
09/02/2025 | CRM | Salesforce | $243.31 | 76.73% | $430 → $430 | Reiterates | Market Outperform → Market Outperform | |||
08/27/2025 | OOMA | Ooma | $13.05 | — | — | Reiterates | Market Perform → Market Perform | |||
08/27/2025 | MDB | MongoDB | $312.27 | 10.48% | $345 → $345 | Reiterates | Market Outperform → Market Outperform | |||
08/26/2025 | SNOW | Snowflake | $220.69 | 17.81% | $260 → $260 | Reiterates | Market Outperform → Market Outperform | |||
08/26/2025 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
08/22/2025 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
08/22/2025 | ZM | Zoom Communications | $86.34 | — | — | Reiterates | Market Perform → Market Perform | |||
08/08/2025 | JAMF | Jamf Holding | $11.49 | 56.59% | $27 → $18 | Maintains | Market Outperform | |||
08/07/2025 | VERX | Vertex | $25.33 | 97.39% | $61 → $50 | Maintains | Market Outperform | |||
08/04/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1300 → $1300 | Reiterates | Market Outperform → Market Outperform | |||
07/29/2025 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
07/25/2025 | AI | C3.ai | $18.05 | 176.93% | $50 → $50 | Reiterates | Market Outperform → Market Outperform | |||
07/23/2025 | SAP | SAP | $270.28 | 38.75% | $330 → $375 | Maintains | Market Outperform | |||
07/22/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1300 → $1300 | Reiterates | Market Outperform → Market Outperform | |||
07/18/2025 | ORCL | Oracle | $298.66 | 5.47% | $240 → $315 | Maintains | Market Outperform | |||
07/16/2025 | CRM | Salesforce | $243.31 | 76.73% | $430 → $430 | Reiterates | Market Outperform → Market Outperform | |||
07/11/2025 | CRM | Salesforce | $243.31 | 76.73% | $430 → $430 | Reiterates | Market Outperform → Market Outperform | |||
06/27/2025 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
06/25/2025 | DOMO | Domo | $17.80 | 12.33% | $16 → $20 | Maintains | Market Outperform | |||
06/23/2025 | ADBE | Adobe | $366.12 | — | — | Reiterates | Market Perform → Market Perform | |||
06/18/2025 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
06/12/2025 | ORCL | Oracle | $298.66 | -19.64% | $205 → $240 | Maintains | Market Outperform | |||
06/06/2025 | DOCU | Docusign | $84.75 | 46.31% | $124 → $124 | Reiterates | Market Outperform → Market Outperform | |||
06/06/2025 | BRZE | Braze | $32.05 | 112.17% | $68 → $68 | Reiterates | Market Outperform → Market Outperform | |||
06/05/2025 | MDB | MongoDB | $312.27 | 10.48% | $345 → $345 | Reiterates | Market Outperform → Market Outperform | |||
06/05/2025 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
06/04/2025 | ASAN | Asana | $14.24 | 54.44% | $25 → $22 | Reiterates | Market Outperform → Market Outperform | |||
06/04/2025 | SNOW | Snowflake | $220.69 | 11.02% | $245 → $245 | Reiterates | Market Outperform → Market Outperform | |||
06/03/2025 | PEGA | Pegasystems | $58.93 | 112.12% | $110 → $125 | Maintains | Market Outperform | |||
06/03/2025 | DOCU | Docusign | $84.75 | 46.31% | $124 → $124 | Reiterates | Market Outperform → Market Outperform | |||
05/23/2025 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
05/23/2025 | SAP | SAP | $270.28 | 22.1% | $330 → $330 | Reiterates | Market Outperform → Market Outperform | |||
05/22/2025 | ZM | Zoom Communications | $86.34 | — | — | Reiterates | Market Perform → Market Perform | |||
05/22/2025 | SNOW | Snowflake | $220.69 | 11.02% | $201 → $245 | Maintains | Market Outperform | |||
05/22/2025 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
05/20/2025 | SNOW | Snowflake | $220.69 | -8.92% | $201 → $201 | Reiterates | Market Outperform → Market Outperform | |||
05/16/2025 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
05/15/2025 | GLBE | Global E Online | $36.41 | 75.78% | $64 → $64 | Reiterates | Market Outperform → Market Outperform | |||
05/15/2025 | BAND | Bandwidth | $18.05 | 99.45% | $36 → $36 | Reiterates | Market Outperform → Market Outperform | |||
05/06/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1300 → $1300 | Reiterates | Market Outperform → Market Outperform | |||
05/01/2025 | ALKT | Alkami Technology | $26.42 | 74.11% | $46 → $46 | Reiterates | Market Outperform → Market Outperform | |||
04/30/2025 | FRSH | Freshworks | $12.90 | 109.3% | $27 → $27 | Reiterates | Market Outperform → Market Outperform | |||
04/29/2025 | PCTY | Paylocity Holding | $165.73 | 62.92% | $270 → $270 | Reiterates | Market Outperform → Market Outperform | |||
04/24/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1300 → $1300 | Reiterates | Market Outperform → Market Outperform | |||
04/21/2025 | DOCU | Docusign | $84.75 | 46.31% | $124 → $124 | Maintains | Market Outperform | |||
04/17/2025 | DOCU | Docusign | $84.75 | 46.31% | $124 → $124 | Reiterates | Market Outperform → Market Outperform | |||
04/03/2025 | PCTY | Paylocity Holding | $165.73 | 62.92% | $270 → $270 | Reiterates | Market Outperform → Market Outperform | |||
03/28/2025 | BRZE | Braze | $32.05 | 112.17% | $68 → $68 | Reiterates | Market Outperform → Market Outperform | |||
03/20/2025 | VERX | Vertex | $25.33 | 140.82% | $61 → $61 | Reiterates | Market Outperform → Market Outperform | |||
03/20/2025 | ADBE | Adobe | $366.12 | — | — | Reiterates | Market Perform → Market Perform | |||
03/18/2025 | TDC | Teradata | $22.07 | — | — | Reiterates | Market Perform → Market Perform | |||
03/14/2025 | DOCU | DocuSign | $84.75 | 46.31% | $124 → $124 | Reiterates | Market Outperform → Market Outperform | |||
03/13/2025 | KLTR | Kaltura | $1.68 | 138.1% | $4 → $4 | Reiterates | Market Outperform → Market Outperform | |||
03/13/2025 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
03/13/2025 | ADBE | Adobe | $366.12 | — | — | Reiterates | Market Perform → Market Perform | |||
03/12/2025 | GLBE | Global E Online | $36.41 | 75.78% | $64 → $64 | Reiterates | Market Outperform → Market Outperform | |||
03/12/2025 | CFLT | Confluent | $19.86 | 101.36% | $40 → $40 | Reiterates | Market Outperform → Market Outperform | |||
03/11/2025 | ORCL | Oracle | $298.66 | -31.36% | $205 → $205 | Reiterates | Market Outperform → Market Outperform | |||
03/11/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1300 → $1300 | Reiterates | Market Outperform → Market Outperform | |||
03/11/2025 | ASAN | Asana | $14.24 | 54.44% | $25 → $22 | Maintains | Market Outperform | |||
03/10/2025 | CFLT | Confluent | $19.86 | 101.36% | $40 → $40 | Reiterates | Market Outperform → Market Outperform | |||
03/07/2025 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
03/06/2025 | MDB | MongoDB | $312.27 | 10.48% | $380 → $345 | Maintains | Market Outperform | |||
03/05/2025 | OOMA | Ooma | $13.05 | — | — | Reiterates | Market Perform → Market Perform | |||
02/26/2025 | ZI | ZoomInfo Technologies | — | — | — | Reiterates | Market Perform → Market Perform | |||
02/26/2025 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
02/26/2025 | DOCN | DigitalOcean Holdings | $36.85 | 49.25% | $55 → $55 | Reiterates | Market Outperform → Market Outperform | |||
02/25/2025 | ZM | Zoom Communications | $86.34 | — | — | Reiterates | Market Perform → Market Perform | |||
02/24/2025 | CRM | Salesforce | $243.31 | 84.95% | $450 → $450 | Reiterates | Market Outperform → Market Outperform | |||
02/21/2025 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
02/21/2025 | KLTR | Kaltura | $1.68 | 138.1% | $3 → $4 | Maintains | Market Outperform | |||
02/21/2025 | DBX | Dropbox | $30.93 | — | — | Reiterates | Market Perform → Market Perform | |||
02/21/2025 | BAND | Bandwidth | $18.05 | 99.45% | $36 → $36 | Reiterates | Market Outperform → Market Outperform | |||
02/14/2025 | TWLO | Twilio | $104.40 | 58.05% | $165 → $165 | Reiterates | Market Outperform → Market Outperform | |||
02/14/2025 | DDOG | Datadog | $135.13 | — | — | Reiterates | Market Perform → Market Perform | |||
02/13/2025 | TDC | Teradata | $22.07 | — | — | Reiterates | Market Perform → Market Perform | |||
02/13/2025 | SMWB | Similarweb | $9.86 | 72.41% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
02/13/2025 | PEGA | Pegasystems | $58.93 | 86.66% | $110 → $110 | Reiterates | Market Outperform → Market Outperform | |||
02/07/2025 | PCTY | Paylocity Holding | $165.73 | 62.92% | $250 → $270 | Maintains | Market Outperform | |||
02/07/2025 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
02/06/2025 | PYCR | Paycor HCM | — | — | — | Reiterates | Market Perform → Market Perform | |||
01/31/2025 | TEAM | Atlassian | $168.32 | — | — | Reiterates | Market Perform → Market Perform | |||
01/30/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1300 → $1300 | Reiterates | Market Outperform → Market Outperform | |||
01/29/2025 | SAP | SAP | $270.28 | 22.1% | $300 → $330 | Maintains | Market Outperform | |||
01/27/2025 | AMT | American Tower | $194.65 | 15.59% | → $225 | Initiates | → Market Outperform | |||
01/27/2025 | DOCN | DigitalOcean Holdings | $36.85 | 49.25% | $47 → $55 | Maintains | Market Outperform | |||
01/24/2025 | TWLO | Twilio | $104.40 | 58.05% | $110 → $165 | Maintains | Market Outperform | |||
01/22/2025 | ORCL | Oracle | $298.66 | -31.36% | $205 → $205 | Reiterates | Market Outperform → Market Outperform | |||
01/21/2025 | NOW | ServiceNow | $942.87 | 37.88% | $1000 → $1300 | Maintains | Market Outperform | |||
01/15/2025 | BL | BlackLine | $55.20 | 55.8% | $86 → $86 | Reiterates | Market Outperform → Market Outperform | |||
01/10/2025 | PYCR | Paycor HCM | — | — | → $30 | Downgrade | Market Outperform → Market Perform | |||
01/09/2025 | PYCR | Paycor HCM | — | — | — | Downgrade | Market Outperform → Market Perform | |||
01/07/2025 | DOCU | DocuSign | $84.75 | 46.31% | $124 → $124 | Reiterates | Market Outperform → Market Outperform | |||
01/06/2025 | PYCR | Paycor HCM | — | — | $30 → $30 | Reiterates | Market Outperform → Market Outperform | |||
12/18/2024 | CRM | Salesforce | $243.31 | 84.95% | $450 → $450 | Reiterates | Market Outperform → Market Outperform | |||
12/16/2024 | OPAD | Offerpad Solutions | $4.54 | -0.88% | $4.5 → $4.5 | Reiterates | Market Outperform → Market Outperform | |||
12/16/2024 | IIPR | Innovative Ind Props | $58.18 | — | — | Reiterates | Market Perform → Market Perform | |||
12/16/2024 | IAC | IAC | $37.54 | 86.47% | $70 → $70 | Reiterates | Market Outperform → Market Outperform | |||
12/16/2024 | HCP | HashiCorp | — | — | — | Reiterates | Market Perform → Market Perform | |||
12/16/2024 | GRND | Grindr | $15.82 | 32.74% | $21 → $21 | Reiterates | Market Outperform → Market Outperform | |||
12/16/2024 | EXPE | Expedia Group | $223.33 | — | — | Reiterates | Market Perform → Market Perform | |||
12/16/2024 | ETSY | Etsy | $64.47 | — | — | Reiterates | Market Perform → Market Perform | |||
12/16/2024 | EBAY | eBay | $89.69 | — | — | Reiterates | Market Perform → Market Perform | |||
12/16/2024 | DIBS | 1stdibs.com | $2.81 | — | — | Reiterates | Market Perform → Market Perform | |||
12/16/2024 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
12/12/2024 | ADBE | Adobe | $366.12 | — | — | Reiterates | Market Perform → Market Perform | |||
12/11/2024 | SMWB | Similarweb | $9.86 | 72.41% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
12/11/2024 | MDB | MongoDB | $312.27 | 21.69% | $380 → $380 | Reiterates | Market Outperform → Market Outperform | |||
12/10/2024 | ORCL | Oracle | $298.66 | -31.36% | $205 → $205 | Reiterates | Market Outperform → Market Outperform | |||
12/09/2024 | VERX | Vertex | $25.33 | 140.82% | $61 → $61 | Reiterates | Market Outperform → Market Outperform | |||
12/06/2024 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
12/06/2024 | DOCU | DocuSign | $84.75 | 46.31% | $108 → $124 | Maintains | Market Outperform | |||
12/06/2024 | ASAN | Asana | $14.24 | 75.5% | $21 → $25 | Maintains | Market Outperform | |||
12/04/2024 | CRM | Salesforce | $243.31 | 84.95% | $450 → $450 | Reiterates | Market Outperform → Market Outperform | |||
12/03/2024 | SNOW | Snowflake | $220.69 | -13.9% | $190 → $190 | Reiterates | Market Outperform → Market Outperform | |||
12/03/2024 | CRM | Salesforce | $243.31 | 84.95% | $450 → $450 | Reiterates | Market Outperform → Market Outperform | |||
11/26/2024 | ZM | Zoom Video Comms | $86.34 | — | — | Maintains | Market Perform | |||
11/22/2024 | BL | BlackLine | $55.20 | 55.8% | $81 → $86 | Maintains | Market Outperform | |||
11/22/2024 | CRM | Salesforce | $243.31 | 84.95% | $342 → $450 | Maintains | Market Outperform | |||
11/22/2024 | DOCU | DocuSign | $84.75 | 27.43% | $84 → $108 | Maintains | Market Outperform | |||
11/21/2024 | GLBE | Global E Online | $36.41 | 75.78% | $46 → $64 | Maintains | Market Outperform | |||
11/14/2024 | SMWB | Similarweb | $9.86 | 72.41% | $16 → $17 | Maintains | Market Outperform | |||
11/13/2024 | EVCM | EverCommerce | $12.04 | 24.58% | $12 → $15 | Maintains | Market Outperform | |||
11/07/2024 | VERX | Vertex | $25.33 | 140.82% | $47 → $61 | Maintains | Market Outperform | |||
11/07/2024 | FRSH | Freshworks | $12.90 | 86.05% | $21 → $24 | Maintains | Market Outperform | |||
10/31/2024 | ALKT | Alkami Technology | $26.42 | 74.11% | $41 → $46 | Maintains | Market Outperform | |||
10/29/2024 | CFLT | Confluent | $19.86 | 101.36% | $40 → $40 | Reiterates | Market Outperform → Market Outperform | |||
10/29/2024 | ALKT | Alkami Technology | $26.42 | 55.19% | $38 → $41 | Maintains | Market Outperform | |||
10/22/2024 | SAP | SAP | $270.28 | 11% | $245 → $300 | Maintains | Market Outperform | |||
10/18/2024 | ORCL | Oracle | $298.66 | -31.36% | $175 → $205 | Maintains | Market Outperform | |||
10/17/2024 | NOW | ServiceNow | $942.87 | 6.06% | $850 → $1000 | Maintains | Market Outperform | |||
10/08/2024 | TWLO | Twilio | $104.40 | 5.36% | $110 → $110 | Reiterates | Market Outperform → Market Outperform | |||
09/24/2024 | CFLT | Confluent | $19.86 | 101.36% | $40 → $40 | Reiterates | Market Outperform → Market Outperform | |||
09/24/2024 | BRZE | Braze | $32.05 | 112.17% | $68 → $68 | Reiterates | Market Outperform → Market Outperform | |||
09/19/2024 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
09/16/2024 | HCP | HashiCorp | — | — | — | Reiterates | → Market Perform | |||
09/13/2024 | ORCL | Oracle | $298.66 | -41.4% | $175 → $175 | Reiterates | Market Outperform → Market Outperform | |||
09/13/2024 | ADBE | Adobe | $366.12 | — | — | Reiterates | → Market Perform | |||
09/10/2024 | ORCL | Oracle | $298.66 | -41.4% | → $175 | Upgrade | Market Perform → Market Outperform | |||
09/06/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
09/06/2024 | BRZE | Braze | $32.05 | 112.17% | $68 → $68 | Reiterates | Market Outperform → Market Outperform | |||
09/05/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
09/05/2024 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
08/30/2024 | MDB | MongoDB | $312.27 | 21.69% | $380 → $380 | Reiterates | Market Outperform → Market Outperform | |||
08/30/2024 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
08/28/2024 | CRM | Salesforce | $243.31 | 40.56% | $342 → $342 | Reiterates | Market Outperform → Market Outperform | |||
08/27/2024 | BAND | Bandwidth | $18.05 | 99.45% | $36 → $36 | Reiterates | Market Outperform → Market Outperform | |||
08/21/2024 | SMWB | Similarweb | $9.86 | 62.27% | $14 → $16 | Maintains | Market Outperform | |||
08/20/2024 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
08/16/2024 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
08/06/2024 | TDC | Teradata | $22.07 | — | — | Downgrade | Market Outperform → Market Perform | |||
08/05/2024 | PCTY | Paylocity Holding | $165.73 | 50.85% | $250 → $250 | Reiterates | Market Outperform → Market Outperform | |||
08/01/2024 | ALKT | Alkami Technology | $26.42 | 43.83% | $35 → $38 | Maintains | Market Outperform | |||
07/31/2024 | VERX | Vertex | $25.33 | 85.55% | $42 → $47 | Maintains | Market Outperform | |||
07/31/2024 | PEGA | Pegasystems | $58.93 | 44.24% | → $85 | Upgrade | Market Perform → Market Outperform | |||
07/25/2024 | NOW | ServiceNow | $942.87 | -9.85% | $825 → $850 | Maintains | Market Outperform | |||
07/23/2024 | SAP | SAP | $270.28 | -9.35% | $220 → $245 | Maintains | Market Outperform | |||
07/22/2024 | ALKT | Alkami Technology | $26.42 | 32.48% | $30 → $35 | Maintains | Market Outperform | |||
07/15/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
07/15/2024 | BL | BlackLine | $55.20 | 46.74% | $81 → $81 | Reiterates | Market Outperform → Market Outperform | |||
07/10/2024 | GLBE | Global E Online | $36.41 | 26.34% | $46 → $46 | Reiterates | Market Outperform → Market Outperform | |||
07/10/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
07/01/2024 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
07/01/2024 | CXM | Sprinklr | $7.82 | 117.39% | $17 → $17 | Reiterates | Market Outperform → Market Outperform | |||
06/20/2024 | DOMO | Domo | $17.80 | -10.14% | $16 → $16 | Reiterates | Market Outperform → Market Outperform | |||
06/14/2024 | ADBE | Adobe | $366.12 | — | — | Reiterates | → Market Perform | |||
06/12/2024 | PEGA | Pegasystems | $58.93 | — | — | Reiterates | → Market Perform | |||
06/12/2024 | ORCL | Oracle | $298.66 | — | — | Reiterates | → Market Perform | |||
06/12/2024 | NICE | NICE | $150.29 | 99.61% | $300 → $300 | Reiterates | Market Outperform → Market Outperform | |||
06/11/2024 | ORCL | Oracle | $298.66 | — | — | Reiterates | → Market Perform | |||
06/07/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
06/07/2024 | BRZE | Braze | $32.05 | 112.17% | $68 → $68 | Reiterates | Market Outperform → Market Outperform | |||
06/06/2024 | CXM | Sprinklr | $7.82 | 117.39% | $22 → $17 | Maintains | Market Outperform | |||
06/06/2024 | HCP | HashiCorp | — | — | — | Downgrade | Market Outperform → Market Perform | |||
05/31/2024 | MDB | MongoDB | $312.27 | 21.69% | $440 → $380 | Maintains | Market Outperform | |||
05/28/2024 | GLBE | Global E Online | $36.41 | 26.34% | → $46 | Reiterates | Market Outperform → Market Outperform | |||
05/24/2024 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
05/24/2024 | DOMO | Domo | $17.80 | -10.14% | $23 → $16 | Maintains | Market Outperform | |||
05/21/2024 | GLBE | Global E Online | $36.41 | 26.34% | $46 → $46 | Reiterates | Market Outperform → Market Outperform | |||
05/17/2024 | NICE | NICE | $150.29 | 99.61% | $343 → $300 | Maintains | Market Outperform | |||
05/15/2024 | NICE | NICE | $150.29 | 128.22% | $343 → $343 | Reiterates | Market Outperform → Market Outperform | |||
05/13/2024 | DOCN | DigitalOcean Holdings | $36.85 | 27.54% | $47 → $47 | Reiterates | Market Outperform → Market Outperform | |||
05/09/2024 | PYCR | Paycor HCM | — | — | $32 → $30 | Maintains | Market Outperform | |||
05/08/2024 | CFLT | Confluent | $19.86 | 101.36% | $38 → $40 | Maintains | Market Outperform | |||
05/08/2024 | BAND | Bandwidth | $18.05 | 99.45% | $32 → $36 | Maintains | Market Outperform | |||
05/07/2024 | NOW | ServiceNow | $942.87 | -12.5% | $825 → $825 | Reiterates | Market Outperform → Market Outperform | |||
05/07/2024 | TDC | Teradata | $22.07 | 171.86% | $72 → $60 | Maintains | Market Outperform | |||
05/02/2024 | FRSH | Freshworks | $12.90 | 62.79% | $29 → $21 | Maintains | Market Outperform | |||
04/23/2024 | VERX | Vertex | $25.33 | 65.81% | $42 → $42 | Reiterates | Market Outperform → Market Outperform | |||
04/23/2024 | NOW | ServiceNow | $942.87 | -12.5% | $825 → $825 | Reiterates | Market Outperform → Market Outperform | |||
04/23/2024 | SAP | SAP | $270.28 | -18.6% | $204 → $220 | Maintains | Market Outperform | |||
04/15/2024 | CRM | Salesforce | $243.31 | 40.56% | $342 → $342 | Reiterates | Market Outperform → Market Outperform | |||
04/15/2024 | ALKT | Alkami Technology | $26.42 | 13.55% | $30 → $30 | Reiterates | Market Outperform → Market Outperform | |||
04/12/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
03/28/2024 | ADBE | Adobe | $366.12 | — | — | Reiterates | → Market Perform | |||
03/21/2024 | DOCN | DigitalOcean Holdings | $36.85 | 27.54% | $47 → $47 | Reiterates | Market Outperform → Market Outperform | |||
03/15/2024 | SMWB | Similarweb | $9.86 | 41.99% | $14 → $14 | Reiterates | Market Outperform → Market Outperform | |||
03/15/2024 | EVCM | EverCommerce | $12.04 | -0.33% | $12 → $12 | Reiterates | Market Outperform → Market Outperform | |||
03/14/2024 | EVCM | EverCommerce | $12.04 | -0.33% | → $12 | Reiterates | Market Outperform → Market Outperform | |||
03/08/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
03/08/2024 | TWLO | Twilio | $104.40 | 5.36% | $110 → $110 | Reiterates | Market Outperform → Market Outperform | |||
03/08/2024 | MDB | MongoDB | $312.27 | 40.9% | $440 → $440 | Reiterates | Market Outperform → Market Outperform | |||
02/29/2024 | CRM | Salesforce | $243.31 | 40.56% | $293 → $342 | Maintains | Market Outperform | |||
02/29/2024 | ALKT | Alkami Technology | $26.42 | 13.55% | $25 → $30 | Maintains | Market Outperform | |||
02/27/2024 | WDAY | Workday | $232.91 | 35.24% | $315 → $315 | Reiterates | Market Outperform → Market Outperform | |||
02/23/2024 | NICE | NICE | $150.29 | 128.22% | $343 → $343 | Reiterates | Market Outperform → Market Outperform | |||
02/16/2024 | DBX | Dropbox | $30.93 | — | — | Downgrade | Market Outperform → Market Perform | |||
02/15/2024 | TWLO | Twilio | $104.40 | 5.36% | $110 → $110 | Reiterates | Market Outperform → Market Outperform | |||
02/14/2024 | BL | BlackLine | $55.20 | 46.74% | $81 → $81 | Reiterates | Market Outperform → Market Outperform | |||
02/13/2024 | TDC | Teradata | $22.07 | 226.23% | $72 → $72 | Reiterates | Market Outperform → Market Outperform | |||
02/08/2024 | CFLT | Confluent | $19.86 | 91.29% | $25 → $38 | Maintains | Market Outperform | |||
02/07/2024 | FRSH | Freshworks | $12.90 | 124.81% | $25 → $29 | Maintains | Market Outperform | |||
02/05/2024 | AYX | Alteryx | — | — | $60 → $60 | Reiterates | Market Outperform → Market Outperform | |||
02/01/2024 | NICE | NICE | $150.29 | 128.22% | → $343 | Reiterates | Market Outperform → Market Outperform | |||
01/22/2024 | PCTY | Paylocity Holding | $165.73 | 50.85% | $250 → $250 | Reiterates | Market Outperform → Market Outperform | |||
01/22/2024 | NICE | NICE | $150.29 | 128.22% | $343 → $343 | Reiterates | Market Outperform → Market Outperform | |||
01/22/2024 | MDB | MongoDB | $312.27 | 40.9% | $440 → $440 | Reiterates | Market Outperform → Market Outperform | |||
01/22/2024 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
01/22/2024 | CRM | Salesforce | $243.31 | 20.42% | $293 → $293 | Reiterates | Market Outperform → Market Outperform | |||
01/22/2024 | WDAY | Workday | $232.91 | 35.24% | $270 → $315 | Maintains | Market Outperform | |||
01/22/2024 | NOW | ServiceNow | $942.87 | -12.5% | $665 → $825 | Maintains | Market Outperform | |||
12/19/2023 | DOCU | DocuSign | $84.75 | -0.88% | $84 → $84 | Reiterates | Market Outperform → Market Outperform | |||
12/18/2023 | BL | BlackLine | $55.20 | 46.74% | $81 → $81 | Reiterates | Market Outperform → Market Outperform | |||
12/18/2023 | NICE | NICE | $150.29 | 128.22% | $343 → $343 | Reiterates | Market Outperform → Market Outperform | |||
12/07/2023 | CXM | Sprinklr | $7.82 | 181.33% | $24 → $22 | Maintains | Market Outperform | |||
12/07/2023 | BRZE | Braze | $32.05 | 112.17% | $56 → $68 | Maintains | Market Outperform | |||
12/05/2023 | GLBE | Global E Online | $36.41 | 26.34% | → $46 | Reiterates | Market Outperform → Market Outperform | |||
11/30/2023 | CRM | Salesforce | $243.31 | 20.42% | $275 → $293 | Maintains | Market Outperform | |||
11/29/2023 | WDAY | Workday | $232.91 | 15.92% | → $270 | Reiterates | Market Outperform → Market Outperform | |||
11/16/2023 | WDAY | Workday | $232.91 | 15.92% | $260 → $270 | Maintains | Market Outperform | |||
11/15/2023 | WKME | WalkMe | — | — | → $19 | Reiterates | Market Outperform → Market Outperform | |||
11/15/2023 | GWRE | Guidewire Software | $245.99 | -55.28% | $100 → $110 | Maintains | Market Outperform | |||
11/09/2023 | TWLO | Twilio | $104.40 | 5.36% | → $110 | Reiterates | Market Outperform → Market Outperform | |||
11/03/2023 | PCTY | Paylocity Holding | $165.73 | 50.85% | $320 → $250 | Maintains | Market Outperform | |||
11/03/2023 | ALKT | Alkami Technology | $26.42 | -5.37% | $23 → $25 | Maintains | Market Outperform | |||
11/03/2023 | CFLT | Confluent | $19.86 | 25.85% | $41 → $25 | Maintains | Market Outperform | |||
10/19/2023 | SAP | SAP | $270.28 | -33.77% | → $179 | Reiterates | Market Outperform → Market Outperform | |||
10/17/2023 | NOW | ServiceNow | $942.87 | -29.47% | → $665 | Reiterates | Market Outperform → Market Outperform | |||
10/09/2023 | NICE | NICE | $150.29 | 128.22% | → $343 | Reiterates | Market Outperform → Market Outperform | |||
10/03/2023 | WDAY | Workday | $232.91 | 11.63% | → $260 | Reiterates | Market Outperform → Market Outperform | |||
09/25/2023 | KLTR | Kaltura | $1.68 | 138.1% | → $4 | Reiterates | Market Outperform → Market Outperform | |||
09/22/2023 | NOW | ServiceNow | $942.87 | -29.47% | → $665 | Reiterates | Market Outperform → Market Outperform | |||
09/21/2023 | CRM | Salesforce | $243.31 | 13.03% | → $275 | Reiterates | Market Outperform → Market Outperform | |||
09/18/2023 | FRSH | Freshworks | $12.90 | 93.8% | → $25 | Reiterates | Market Outperform → Market Outperform | |||
09/18/2023 | CXM | Sprinklr | $7.82 | 206.91% | → $24 | Reiterates | Market Outperform → Market Outperform | |||
09/08/2023 | WDAY | Workday | $232.91 | 11.63% | → $260 | Reiterates | Market Outperform → Market Outperform | |||
09/08/2023 | GWRE | Guidewire Software | $245.99 | -59.35% | $95 → $100 | Maintains | Market Outperform | |||
09/08/2023 | DOCU | DocuSign | $84.75 | -0.88% | → $84 | Reiterates | Market Outperform → Market Outperform | |||
09/08/2023 | BRZE | Braze | $32.05 | 74.73% | $46 → $56 | Maintains | Market Outperform | |||
09/01/2023 | MDB | MongoDB | $312.27 | 40.9% | $425 → $440 | Maintains | Market Outperform | |||
09/01/2023 | DOCN | DigitalOcean Holdings | $36.85 | 27.54% | $59 → $47 | Maintains | Market Outperform | |||
08/31/2023 | DBX | Dropbox | $30.93 | 3.46% | → $32 | Reiterates | Market Outperform → Market Outperform | |||
08/31/2023 | CRM | Salesforce | $243.31 | 13.03% | → $275 | Reiterates | Market Outperform → Market Outperform | |||
08/30/2023 | CRM | Salesforce | $243.31 | 13.03% | → $275 | Reiterates | Market Outperform → Market Outperform | |||
08/25/2023 | WDAY | Workday | $232.91 | 11.63% | $252 → $260 | Maintains | Outperform | |||
08/25/2023 | DOMO | Domo | $17.80 | 29.18% | $30 → $23 | Maintains | Outperform | |||
08/18/2023 | NICE | NICE | $150.29 | 128.22% | → $343 | Reiterates | Market Outperform → Market Outperform | |||
08/17/2023 | PYCR | Paycor HCM | — | — | $42 → $32 | Maintains | Outperform | |||
08/15/2023 | DOCN | DigitalOcean Holdings | $36.85 | 60.11% | → $59 | Reiterates | Market Outperform → Market Outperform | |||
08/09/2023 | BL | BlackLine | $55.20 | 46.74% | $87 → $81 | Maintains | Market Outperform | |||
08/08/2023 | AYX | Alteryx | — | — | $95 → $60 | Maintains | Market Outperform | |||
08/04/2023 | DOCN | DigitalOcean Holdings | $36.85 | 60.11% | $63 → $59 | Maintains | Outperform | |||
08/04/2023 | DBX | Dropbox | $30.93 | 3.46% | $30 → $32 | Maintains | Outperform | |||
08/02/2023 | FRSH | Freshworks | $12.90 | 93.8% | $23 → $25 | Maintains | Outperform | |||
07/27/2023 | NOW | ServiceNow | $942.87 | -29.47% | → $665 | Reiterates | Market Outperform → Market Outperform | |||
07/24/2023 | NOW | ServiceNow | $942.87 | -29.47% | $553 → $665 | Maintains | Outperform | |||
07/24/2023 | MDB | MongoDB | $312.27 | 36.1% | $400 → $425 | Maintains | Outperform | |||
07/21/2023 | SAP | SAP | $270.28 | -33.77% | → $179 | Reiterates | Market Outperform → Market Outperform | |||
07/11/2023 | CXM | Sprinklr | $7.82 | 206.91% | → $24 | Reiterates | Market Outperform → Market Outperform | |||
06/16/2023 | DOMO | Domo | $17.80 | 68.49% | → $30 | Reiterates | Market Outperform → Market Outperform | |||
06/14/2023 | NICE | NICE | $150.29 | 128.22% | → $343 | Reiterates | Market Outperform → Market Outperform | |||
06/14/2023 | CFLT | Confluent | $19.86 | 106.39% | $31 → $41 | Maintains | Market Outperform | |||
06/12/2023 | CXM | Sprinklr | $7.82 | 206.91% | $20 → $24 | Maintains | Market Outperform | |||
06/09/2023 | BRZE | Braze | $32.05 | 43.53% | → $46 | Reiterates | → Market Outperform | |||
06/06/2023 | CXM | Sprinklr | $7.82 | 206.91% | $20 → $24 | Maintains | Market Outperform | |||
06/02/2023 | MDB | MongoDB | $312.27 | 18.49% | $245 → $370 | Maintains | Market Outperform | |||
06/01/2023 | CRM | Salesforce | $243.31 | 13.03% | $250 → $275 | Maintains | Market Outperform | |||
05/31/2023 | DOMO | Domo | $17.80 | 68.49% | → $30 | Reiterates | → Market Outperform | |||
05/26/2023 | DOMO | Domo | $17.80 | 68.49% | → $30 | Reiterates | Market Outperform → Market Outperform | |||
05/26/2023 | WDAY | Workday | $232.91 | 8.19% | $210 → $252 | Maintains | Market Outperform | |||
05/24/2023 | AYX | Alteryx | — | — | → $95 | Maintains | Market Outperform | |||
05/23/2023 | GLBE | Global E Online | $36.41 | 26.34% | → $46 | Reiterates | Market Outperform → Market Outperform | |||
05/22/2023 | CRM | Salesforce | $243.31 | 2.75% | $250 → $250 | Reiterates | Market Perform → Market Perform | |||
05/18/2023 | WKME | WalkMe | — | — | → $19 | Reiterates | Market Outperform → Market Outperform | |||
05/18/2023 | NOW | ServiceNow | $942.87 | -41.35% | $553 → $553 | Reiterates | Market Outperform → Market Outperform | |||
05/17/2023 | SAP | SAP | $270.28 | -33.77% | $170 → $179 | Maintains | Market Outperform | |||
05/11/2023 | SMWB | Similarweb | $9.86 | 41.99% | → $14 | Reiterates | Market Outperform → Market Outperform | |||
05/11/2023 | PYCR | Paycor HCM | — | — | → $42 | Reiterates | Market Outperform → Market Outperform | |||
05/10/2023 | TWLO | Twilio | $104.40 | 5.36% | → $110 | Reiterates | → Market Outperform | |||
05/10/2023 | KLTR | Kaltura | $1.68 | 138.1% | → $4 | Reiterates | → Market Outperform | |||
05/10/2023 | DOCN | DigitalOcean Holdings | $36.85 | 70.96% | → $63 | Reiterates | → Market Outperform | |||
05/08/2023 | TDC | Teradata | $22.07 | 226.23% | → $72 | Reiterates | → Market Outperform | |||
05/05/2023 | VERI | Veritone | $4.07 | 169.97% | → $11 | Reiterates | → Market Outperform | |||
05/05/2023 | PCTY | Paylocity Holding | $165.73 | 93.09% | → $320 | Reiterates | → Market Outperform | |||
05/05/2023 | DBX | Dropbox | $30.93 | -3.01% | → $30 | Maintains | Market Outperform | |||
05/05/2023 | BL | BlackLine | $55.20 | 57.61% | → $87 | Reiterates | → Market Outperform | |||
05/04/2023 | ALKT | Alkami Technology | $26.42 | -12.94% | → $23 | Reiterates | → Market Outperform | |||
05/04/2023 | CFLT | Confluent | $19.86 | 56.05% | $33 → $31 | Maintains | Outperform | |||
05/03/2023 | VERI | Veritone | $4.07 | 169.97% | → $11 | Reiterates | → Market Outperform | |||
05/03/2023 | FRSH | Freshworks | $12.90 | 78.29% | → $23 | Reinstates | → Market Outperform | |||
05/03/2023 | BAND | Bandwidth | $18.05 | 77.29% | → $32 | Reiterates | → Market Outperform | |||
04/28/2023 | AYX | Alteryx | — | — | → $95 | Reiterates | → Market Outperform | |||
04/27/2023 | NOW | ServiceNow | $942.87 | -41.35% | → $553 | Reiterates | → Market Outperform | |||
04/24/2023 | SAP | SAP | $270.28 | -37.1% | → $170 | Reiterates | → Market Outperform | |||
04/24/2023 | EVCM | EverCommerce | $12.04 | 41.2% | → $17 | Reiterates | → Market Outperform | |||
03/31/2023 | BRZE | Braze | $32.05 | 43.53% | → $46 | Reiterates | → Market Outperform | |||
03/30/2023 | CXM | Sprinklr | $7.82 | 155.75% | $16 → $20 | Maintains | Outperform | |||
03/24/2023 | AI | C3.ai | $18.05 | 55.08% | $27 → $28 | Maintains | Market Outperform | |||
03/16/2023 | EVCM | EverCommerce | $12.04 | 41.2% | → $17 | Reiterates | → Market Outperform | |||
03/15/2023 | BAND | Bandwidth | $18.05 | 77.29% | $65 → $32 | Maintains | Outperform | |||
03/14/2023 | XM | Qualtrics International | — | — | — | Downgrade | Market Outperform → Market Perform | |||
03/13/2023 | WKME | WalkMe | — | — | $19 → $19 | Maintains | Market Outperform | |||
03/13/2023 | DOMO | Domo | $17.80 | 68.49% | → $30 | Reiterates | → Market Outperform | |||
03/09/2023 | ASAN | Asana | $14.24 | 96.56% | $21 → $28 | Maintains | Outperform | |||
03/09/2023 | MDB | MongoDB | $312.27 | -21.54% | $215 → $245 | Maintains | Market Outperform | |||
03/03/2023 | AI | C3.ai | $18.05 | 49.54% | $19 → $27 | Maintains | Market Outperform | |||
03/02/2023 | CRM | Salesforce | $243.31 | 2.75% | → $250 | Reiterates | → Market Perform | |||
02/24/2023 | EXFY | Expensify | $1.99 | 655.67% | $20 → $15 | Maintains | Market Outperform | |||
02/23/2023 | GLBE | Global E Online | $36.41 | 26.34% | $46 → $46 | Maintains | Market Outperform | |||
02/22/2023 | DOMO | Domo | $17.80 | 68.49% | → $30 | Reiterates | → Market Outperform | |||
02/15/2023 | WKME | WalkMe | — | — | → $19 | Maintains | Market Outperform | |||
02/06/2023 | CRM | Salesforce | $243.31 | 2.75% | → $250 | Reiterates | → Market Outperform | |||
02/03/2023 | PCTY | Paylocity Holding | $165.73 | 93.09% | → $320 | Reiterates | → Market Outperform | |||
02/01/2023 | VERI | Veritone | $4.07 | 169.97% | → $11 | Reiterates | → Market Outperform | |||
01/31/2023 | CFLT | Confluent | $19.86 | 66.12% | → $33 | Reiterates | → Market Outperform | |||
01/27/2023 | CFLT | Confluent | $19.86 | 66.12% | $45 → $33 | Maintains | Market Outperform | |||
01/09/2023 | ASAN | Asana | $14.24 | 47.42% | $28 → $21 | Maintains | Market Outperform | |||
01/05/2023 | KLTR | Kaltura | $1.68 | 138.1% | $5 → $4 | Maintains | Market Outperform | |||
12/14/2022 | BRZE | Braze | $32.05 | 43.53% | $52 → $46 | Maintains | Market Outperform | |||
12/09/2022 | DOMO | Domo | $17.80 | 68.49% | $43 → $30 | Maintains | Market Outperform | |||
12/08/2022 | HCP | HashiCorp | — | — | $54 → $38 | Maintains | Market Outperform | |||
12/08/2022 | AI | C3.ai | $18.05 | 5.23% | $25 → $19 | Maintains | Market Outperform | |||
12/07/2022 | CXM | Sprinklr | $7.82 | 104.6% | $22 → $16 | Maintains | Market Outperform | |||
12/07/2022 | MDB | MongoDB | $312.27 | -31.15% | → $215 | Upgrade | Market Perform → Market Outperform | |||
12/02/2022 | ASAN | Asana | $14.24 | 96.56% | $43 → $28 | Maintains | Market Outperform | |||
11/16/2022 | SMWB | Similarweb | $9.86 | 41.99% | $20 → $14 | Maintains | Market Outperform | |||
11/11/2022 | EXFY | Expensify | $1.99 | 907.56% | $26 → $20 | Maintains | Market Outperform | |||
11/11/2022 | EVCM | EverCommerce | $12.04 | 41.2% | $23 → $17 | Maintains | Market Outperform | |||
11/09/2022 | VERI | Veritone | $4.07 | 169.97% | $17 → $11 | Maintains | Market Outperform | |||
11/04/2022 | TWLO | Twilio | $104.40 | 5.36% | $175 → $110 | Maintains | Market Outperform | |||
11/02/2022 | AYX | Alteryx | — | — | $127 → $95 | Maintains | Market Outperform | |||
10/18/2022 | BL | BlackLine | $55.20 | 57.61% | $112 → $87 | Maintains | Market Outperform | |||
09/13/2022 | WKME | WalkMe | — | — | $28 → $28 | Maintains | Market Outperform | |||
09/02/2022 | DOCU | DocuSign | $84.75 | -0.88% | $151 → $84 | Maintains | Market Outperform | |||
09/01/2022 | AI | C3.ai | $18.05 | 38.47% | $28 → $25 | Maintains | Market Outperform | |||
08/29/2022 | AVLR | Avalara | — | — | — | Downgrade | Market Outperform → Market Perform | |||
08/26/2022 | DOMO | Domo | $17.80 | 141.51% | $59 → $43 | Maintains | Market Outperform | |||
08/25/2022 | SNOW | Snowflake | $220.69 | -2.58% | $180 → $215 | Maintains | Market Outperform | |||
08/24/2022 | PYCR | Paycor HCM | — | — | $39 → $42 | Maintains | Market Outperform | |||
08/16/2022 | GLBE | Global E Online | $36.41 | 26.34% | → $46 | Maintains | Market Outperform | |||
08/11/2022 | WKME | WalkMe | — | — | $28 → $28 | Maintains | Market Outperform | |||
08/03/2022 | FRSH | Freshworks | $12.90 | 78.29% | $29 → $23 | Maintains | Market Outperform | |||
07/28/2022 | NOW | ServiceNow | $942.87 | -41.35% | $705 → $553 | Maintains | Market Outperform | |||
07/26/2022 | ZEN | Zendesk | — | — | — | Downgrade | Market Outperform → Market Perform | |||
06/21/2022 | GLBE | Global E Online | $36.41 | 12.61% | $41 → $41 | Maintains | Market Outperform | |||
06/14/2022 | BRZE | Braze | $32.05 | 62.25% | $75 → $52 | Maintains | Market Outperform | |||
06/10/2022 | DOCU | DocuSign | $84.75 | 78.17% | $180 → $151 | Maintains | Market Outperform | |||
06/03/2022 | HCP | HashiCorp | — | — | $68 → $54 | Maintains | Market Outperform | |||
06/03/2022 | ASAN | Asana | $14.24 | 201.86% | $63 → $43 | Maintains | Market Outperform | |||
06/02/2022 | GLBE | Global E Online | $36.41 | 12.61% | $41 → $41 | Maintains | Market Outperform | |||
06/02/2022 | AI | C3.ai | $18.05 | 55.08% | $59 → $28 | Maintains | Market Outperform | |||
05/26/2022 | SNOW | Snowflake | $220.69 | -18.44% | $385 → $180 | Maintains | Market Outperform | |||
05/23/2022 | WKME | WalkMe | — | — | → $28 | Maintains | Market Outperform | |||
05/17/2022 | GLBE | Global E Online | $36.41 | 12.61% | $80 → $41 | Maintains | Market Outperform | |||
05/12/2022 | SMWB | Similarweb | $9.86 | 102.84% | $32 → $20 | Maintains | Outperform | |||
05/12/2022 | PEGA | Pegasystems | $58.93 | — | — | Downgrade | Market Outperform → Market Perform | |||
05/11/2022 | JAMF | Jamf Holding | $11.49 | 239.28% | $59 → $39 | Maintains | Market Outperform | |||
05/10/2022 | EVCM | EverCommerce | $12.04 | 91.03% | $26 → $23 | Maintains | Market Outperform | |||
05/05/2022 | TWLO | Twilio | $104.40 | 139.46% | $510 → $250 | Maintains | Market Outperform | |||
05/05/2022 | DOCN | DigitalOcean Holdings | $36.85 | 70.96% | $94 → $63 | Maintains | Market Outperform | |||
05/03/2022 | PLAN | Anaplan | — | — | — | Downgrade | Market Outperform → Market Perform | |||
04/29/2022 | PEGA | Pegasystems | $58.93 | 69.69% | $155 → $100 | Maintains | Market Outperform | |||
04/22/2022 | XM | Qualtrics International | — | — | $59 → $46 | Maintains | Market Outperform | |||
04/20/2022 | BL | BlackLine | $55.20 | 102.9% | $145 → $112 | Maintains | Market Outperform | |||
04/12/2022 | BRZE | Braze | $32.05 | 134.01% | $90 → $75 | Maintains | Market Outperform | |||
04/01/2022 | DCT | DUCK CREEK TECHNOLOGIES INC COM | — | — | $35 → $27 | Maintains | Market Outperform | |||
03/31/2022 | EXFY | Expensify | $1.99 | 1209.82% | $44 → $26 | Maintains | Market Outperform | |||
03/11/2022 | HCP | HashiCorp | — | — | $110 → $68 | Maintains | Market Outperform | |||
03/11/2022 | DOCU | DocuSign | $84.75 | 112.39% | $307 → $180 | Maintains | Market Outperform | |||
03/10/2022 | VERX | Vertex | $25.33 | 10.54% | $36 → $28 | Maintains | Market Outperform | |||
03/03/2022 | AI | C3.ai | $18.05 | 226.78% | $96 → $59 | Maintains | Market Outperform | |||
03/02/2022 | DOMO | Domo | $17.80 | 394.24% | $106 → $88 | Maintains | Market Outperform | |||
02/17/2022 | WKME | WalkMe | — | — | $39 → $39 | Maintains | Market Outperform | |||
02/17/2022 | GLBE | Global E Online | $36.41 | 119.72% | $80 → $80 | Maintains | Market Outperform | |||
02/11/2022 | FRSH | Freshworks | $12.90 | 217.83% | $53 → $41 | Maintains | Market Outperform | |||
02/11/2022 | BL | BlackLine | $55.20 | 162.68% | $163 → $145 | Maintains | Market Outperform | |||
01/03/2022 | HCP | HashiCorp | — | — | → $110 | Initiates | → Market Outperform | |||
12/21/2021 | BRZE | Braze | $32.05 | 180.81% | $86 → $90 | Maintains | Market Outperform | |||
12/13/2021 | BRZE | Braze | $32.05 | 168.33% | → $86 | Initiates | → Market Outperform | |||
12/06/2021 | EXFY | Expensify | $1.99 | 1260.2% | → $27 | Initiates | → Market Outperform | |||
12/03/2021 | DOCU | DocuSign | $84.75 | 262.24% | $320 → $307 | Maintains | Market Outperform | |||
12/03/2021 | ASAN | Asana | $14.24 | 566.9% | $85 → $95 | Maintains | Market Outperform | |||
12/02/2021 | SNOW | Snowflake | $220.69 | 74.46% | $350 → $385 | Maintains | Market Outperform | |||
11/10/2021 | VERI | Veritone | $4.07 | 1102.6% | $45 → $49 | Maintains | Market Outperform | |||
11/09/2021 | EVCM | EverCommerce | $12.04 | 115.95% | $24 → $26 | Maintains | Market Outperform | |||
11/05/2021 | PCTY | Paylocity Holding | $165.73 | 93.09% | $310 → $320 | Maintains | Market Outperform | |||
11/05/2021 | CFLT | Confluent | $19.86 | 388.3% | $52 → $97 | Maintains | Market Outperform | |||
10/22/2021 | JAMF | Jamf Holding | $11.49 | 413.27% | $47 → $59 | Maintains | Market Outperform | |||
10/19/2021 | SNOW | Snowflake | $220.69 | 58.6% | $320 → $350 | Maintains | Market Outperform | |||
10/19/2021 | PCTY | Paylocity Holding | $165.73 | 87.05% | $272 → $310 | Maintains | Market Outperform | |||
10/18/2021 | FRSH | Freshworks | $12.90 | 310.85% | → $53 | Initiates | → Market Outperform | |||
10/11/2021 | NOW | ServiceNow | $942.87 | -25.23% | $639 → $705 | Maintains | Market Outperform | |||
09/24/2021 | CRM | Salesforce | $243.31 | 33.58% | $320 → $325 | Maintains | Market Outperform | |||
09/10/2021 | TDC | Teradata | $22.07 | 253.42% | $70 → $78 | Maintains | Market Outperform | |||
09/09/2021 | NICE | NICE | $150.29 | 128.22% | $302 → $343 | Maintains | Market Outperform | |||
09/03/2021 | DOCU | DocuSign | $84.75 | 277.58% | $310 → $320 | Maintains | Market Outperform | |||
09/02/2021 | AI | C3.ai | $18.05 | 431.71% | $167 → $96 | Maintains | Market Outperform | |||
08/27/2021 | ASAN | Asana | $14.24 | 475.64% | $50 → $82 | Maintains | Market Outperform | |||
08/26/2021 | SNOW | Snowflake | $220.69 | 45% | $300 → $320 | Maintains | Market Outperform | |||
08/18/2021 | CRM | Salesforce | $243.31 | 31.52% | $282 → $320 | Maintains | Market Outperform | |||
08/17/2021 | GLBE | Global E Online | $36.41 | 119.72% | $43 → $80 | Maintains | Market Outperform | |||
08/16/2021 | PYCR | Paycor HCM | — | — | → $42 | Initiates | → Market Outperform | |||
08/16/2021 | MAPS | WM Tech | $1.23 | 1607.32% | → $21 | Initiates | → Market Outperform | |||
08/16/2021 | KLTR | Kaltura | $1.68 | 792.86% | → $15 | Initiates | → Market Outperform | |||
08/09/2021 | NET | Cloudflare | $216.04 | -40.29% | $102 → $129 | Maintains | Market Outperform | |||
08/06/2021 | PCTY | Paylocity Holding | $165.73 | 64.12% | $220 → $272 | Maintains | Market Outperform | |||
08/06/2021 | DOCN | DigitalOcean Holdings | $36.85 | 84.53% | $58 → $68 | Maintains | Market Outperform | |||
08/06/2021 | CFLT | Confluent | $19.86 | 161.77% | $49 → $52 | Maintains | Market Outperform | |||
07/26/2021 | EVCM | EverCommerce | $12.04 | 82.72% | → $22 | Initiates | → Market Outperform | |||
07/23/2021 | NOW | ServiceNow | $942.87 | -32.23% | $568 → $639 | Maintains | Market Outperform | |||
07/19/2021 | CFLT | Confluent | $19.86 | 146.66% | → $49 | Initiates | → Market Outperform | |||
07/19/2021 | CXM | Sprinklr | $7.82 | 245.27% | → $27 | Initiates | → Market Outperform | |||
07/12/2021 | WKME | WalkMe | — | — | → $39 | Initiates | → Market Outperform | |||
07/09/2021 | CLDR | Cloudera | — | — | — | Downgrade | Outperform → Market Perform | |||
06/07/2021 | SMWB | Similarweb | $9.86 | 194.12% | → $29 | Initiates | → Market Outperform | |||
06/07/2021 | GLBE | Global E Online | $36.41 | 18.1% | → $43 | Initiates | → Market Outperform | |||
06/04/2021 | ASAN | Asana | $14.24 | 251% | $40 → $50 | Maintains | Market Outperform | |||
05/10/2021 | ALKT | Alkami Technology | $26.42 | 89.25% | → $50 | Initiates | → Market Outperform | |||
04/29/2021 | PEGA | Pegasystems | $58.93 | 191.87% | $149 → $172 | Maintains | Market Outperform | |||
04/27/2021 | WDAY | Workday | $232.91 | 33.1% | $296 → $310 | Maintains | Market Outperform | |||
04/19/2021 | DOCN | DigitalOcean Holdings | $36.85 | 57.39% | → $58 | Initiates | → Market Outperform | |||
04/13/2021 | NOW | ServiceNow | $942.87 | -39.76% | $540 → $568 | Maintains | Market Outperform | |||
03/12/2021 | DOMO | Domo | $17.80 | 399.86% | $80 → $89 | Maintains | Outperform | |||
03/04/2021 | DOMO | Domo | $17.80 | 349.31% | $60 → $80 | Maintains | Outperform | |||
02/23/2021 | XM | Qualtrics International | — | — | → $55 | Initiates | → Market Outperform | |||
02/18/2021 | TWLO | Twilio | $104.40 | 388.51% | $360 → $510 | Maintains | Market Outperform | |||
02/16/2021 | JCOM | J2 Global | — | — | $120 → $130 | Maintains | Market Outperform | |||
02/08/2021 | TDC | Teradata | $22.07 | 217.17% | → $70 | Upgrade | Market Perform → Market Outperform | |||
02/05/2021 | ZEN | Zendesk | — | — | $143 → $193 | Maintains | Outperform | |||
02/02/2021 | BL | BlackLine | $55.20 | 195.29% | $115 → $163 | Maintains | Market Outperform | |||
01/26/2021 | PCTY | Paylocity Holding | $165.73 | 32.75% | $195 → $220 | Maintains | Market Outperform | |||
01/04/2021 | AI | C3.ai | $18.05 | 824.95% | → $167 | Initiates | → Market Outperform | |||
12/04/2020 | DOCU | DocuSign | $84.75 | 225.66% | $261 → $276 | Maintains | Market Outperform | |||
10/28/2020 | CSGP | CoStar Gr | $88.77 | 970.18% | $800 → $950 | Maintains | Market Outperform | |||
10/26/2020 | ASAN | Asana | $14.24 | 117.62% | → $31 | Initiates | → Market Outperform | |||
10/09/2020 | PCTY | Paylocity Holding | $165.73 | 17.66% | $140 → $195 | Maintains | Market Outperform | |||
10/02/2020 | TWLO | Twilio | $104.40 | 206.51% | $290 → $320 | Maintains | Market Outperform | |||
10/02/2020 | NOW | ServiceNow | $942.87 | -43.36% | $460 → $534 | Maintains | Outperform | |||
09/04/2020 | DOCU | DocuSign | $84.75 | 207.96% | $233 → $261 | Maintains | Market Outperform | |||
09/03/2020 | CLDR | Cloudera | — | — | $17 → $19 | Maintains | Market Outperform | |||
08/17/2020 | JAMF | Jamf Holding | $11.49 | 274.08% | → $43 | Initiates | → Market Outperform | |||
06/29/2020 | ZI | ZoomInfo Technologies | — | — | — | Initiates | → Market Perform | |||
05/20/2020 | TWLO | Twilio | $104.40 | 91.57% | $160 → $200 | Maintains | Market Outperform | |||
05/13/2020 | JCOM | J2 Global | — | — | $105 → $98 | Maintains | Market Outperform | |||
05/12/2020 | VERI | Veritone | $4.07 | 120.89% | $7 → $9 | Maintains | Market Outperform | |||
05/11/2020 | CRM | Salesforce | $243.31 | -21.5% | $172 → $191 | Maintains | Market Outperform | |||
05/08/2020 | NET | Cloudflare | $216.04 | -86.11% | $25 → $30 | Maintains | Market Outperform | |||
05/08/2020 | AVLR | Avalara | — | — | $95 → $106 | Maintains | Market Outperform | |||
05/01/2020 | BAND | Bandwidth | $18.05 | 448.48% | $95 → $99 | Maintains | Market Outperform | |||
04/30/2020 | NOW | ServiceNow | $942.87 | -62.88% | $309 → $350 | Maintains | Market Outperform | |||
04/29/2020 | CSGP | CoStar Gr | $88.77 | 699.82% | $750 → $710 | Maintains | Market Outperform | |||
02/11/2020 | BL | BlackLine | $55.20 | 25% | $60 → $69 | Maintains | Market Outperform | |||
01/30/2020 | NOW | ServiceNow | $942.87 | -63.94% | $325 → $340 | Maintains | Market Outperform | |||
11/21/2019 | DOCU | DocuSign | $84.75 | -11.5% | $70 → $75 | Maintains | Market Outperform | |||
10/08/2019 | NET | Cloudflare | $216.04 | -89.82% | → $22 | Initiates | → Market Outperform | |||
09/06/2019 | DOMO | Domo | $17.80 | 107.81% | $47 → $37 | Maintains | Market Outperform | |||
09/06/2019 | DOCU | DocuSign | $84.75 | -17.4% | $68 → $70 | Maintains | Market Outperform | |||
09/05/2019 | CLDR | Cloudera | — | — | → $12 | Upgrade | Market Perform → Market Outperform | |||
08/28/2019 | VEEV | Veeva Sys | $277.89 | -38.11% | $153 → $172 | Maintains | Market Outperform | |||
08/23/2019 | CRM | Salesforce | $243.31 | -21.5% | $178 → $191 | Maintains | Market Outperform | |||
08/09/2019 | NICE | NICE | $150.29 | 23.09% | $164 → $185 | Maintains | Market Outperform | |||
05/30/2019 | VEEV | Veeva Sys | $277.89 | -44.94% | $122 → $153 | Maintains | Market Outperform | |||
05/17/2019 | NICE | NICE | $150.29 | 9.12% | $140 → $164 | Maintains | Market Outperform | |||
05/08/2019 | AVLR | Avalara | — | — | $49 → $67 | Maintains | Market Outperform | |||
05/01/2019 | ZEN | Zendesk | — | — | $82 → $100 | Maintains | Market Outperform | |||
05/01/2019 | TWLO | Twilio | $104.40 | 53.26% | $123 → $160 | Maintains | Market Outperform | |||
04/26/2019 | SPSC | SPS Commerce | $108.58 | 10.52% | $98 → $120 | Maintains | Market Outperform | |||
04/03/2019 | VERI | Veritone | $4.07 | 145.43% | → $10 | Initiates | → Outperform | |||
02/27/2019 | VEEV | Veeva Sys | $277.89 | -56.1% | $108 → $122 | Maintains | Market Outperform | |||
02/13/2019 | AVLR | Avalara | — | — | $40 → $49 | Maintains | Market Outperform | |||
02/13/2019 | TWLO | Twilio | $104.40 | 17.82% | $120 → $123 | Maintains | Market Outperform | |||
11/08/2018 | AVLR | Avalara | — | — | → $40 | Upgrade | Market Perform → Market Outperform | |||
10/19/2018 | SREV | ServiceSource Intl | — | — | — | Downgrade | Market Outperform → Market Perform | |||
09/07/2018 | DOMO | Domo | $17.80 | 96.57% | $30 → $35 | Maintains | Market Outperform | |||
09/06/2018 | DOCU | DocuSign | $84.75 | -19.76% | $63 → $68 | Maintains | Market Outperform | |||
08/30/2018 | CRM | Salesforce | $243.31 | -26.84% | $163 → $178 | Maintains | Market Outperform | |||
07/27/2018 | ELLI | Ellie Mae | — | — | $120 → $125 | Maintains | Market Outperform | |||
07/24/2018 | DOMO | Domo | $17.80 | 68.49% | → $30 | Initiates | → Market Outperform | |||
07/23/2018 | ULTI | Ultimate Software Group | — | — | $280 → $317 | Maintains | Market Outperform | |||
06/08/2018 | DOCU | DocuSign | $84.75 | -25.66% | $52 → $63 | Maintains | Market Outperform | |||
05/22/2018 | DOCU | DocuSign | $84.75 | -38.64% | → $52 | Initiates | → Market Outperform | |||
05/08/2018 | CRM | Salesforce | $243.31 | -42.46% | $126 → $140 | Maintains | Market Outperform | |||
04/27/2018 | SPSC | SPS Commerce | $108.58 | -30.93% | $68 → $75 | Maintains | Market Outperform | |||
04/24/2018 | CSGP | CoStar Gr | $88.77 | 328.07% | $375 → $380 | Maintains | Market Outperform | |||
04/20/2018 | TEAM | Atlassian | $168.32 | — | — | Downgrade | Outperform → Market Perform | |||
04/17/2018 | ULTI | Ultimate Software Group | — | — | $230 → $260 | Maintains | Market Outperform | |||
03/26/2018 | ADBE | Adobe | $366.12 | — | — | Downgrade | Market Outperform → Market Perform | |||
03/23/2018 | VEEV | Veeva Sys | $277.89 | -71.21% | $74 → $80 | Maintains | Market Outperform | |||
03/13/2018 | COUP | Coupa Software | — | — | — | Downgrade | Market Outperform → Market Perform | |||
03/01/2018 | CRM | Salesforce | $243.31 | -48.21% | $125 → $126 | Maintains | Market Outperform | |||
02/28/2018 | WDAY | Workday | $232.91 | -39.46% | $117 → $141 | Maintains | Market Outperform | |||
12/05/2017 | BAND | Bandwidth | $18.05 | 99.45% | → $36 | Initiates | → Market Outperform | |||
11/16/2017 | BL | BlackLine | $55.20 | — | — | Upgrade | Market Perform → Market Outperform | |||
11/13/2017 | MDB | MongoDB | $312.27 | — | — | Initiates | → Market Perform | |||
05/02/2017 | OKTA | Okta | $92.00 | — | — | Initiates | → Market Perform | |||
03/16/2017 | ORCL | Oracle | $298.66 | — | — | Upgrade | Market Underperform → Market Perform | |||
02/01/2017 | TWLO | Twilio | $104.40 | — | — | Upgrade | Market Perform → Outperform | |||
12/06/2016 | COUP | Coupa Software | — | — | $30 → $31 | Maintains | Outperform | |||
10/31/2016 | COUP | Coupa Software | — | — | — | Initiates | → Outperform | |||
08/25/2016 | WDAY | Workday | $232.91 | -60.07% | $92 → $93 | Maintains | Market Outperform | |||
08/24/2016 | SREV | ServiceSource Intl | — | — | $7 → $8 | Maintains | Market Outperform | |||
08/10/2016 | PCTY | Paylocity Holding | $165.73 | -66.81% | $43 → $55 | Maintains | Market Outperform | |||
07/29/2016 | ELLI | Ellie Mae | — | — | $94 → $107 | Maintains | Market Outperform | |||
07/18/2016 | TWLO | Twilio | $104.40 | — | — | Initiates | → Market Perform | |||
05/26/2016 | NICE | NICE | $150.29 | -48.1% | → $78 | Upgrade | Market Perform → Market Outperform | |||
05/19/2016 | CRM | Salesforce | $243.31 | -62.19% | $90 → $92 | Maintains | Market Outperform | |||
01/29/2016 | TEAM | Atlassian | $168.32 | — | — | Upgrade | Market Perform → Outperform | |||
01/04/2016 | TEAM | Atlassian | $168.32 | — | — | Initiates | → Perform | |||
10/29/2015 | ELLI | Ellie Mae | — | — | $80 → $83 | Maintains | Market Outperform | |||
10/14/2015 | ORCL | Oracle | $298.66 | — | — | Downgrade | Market Perform → Market Underperform | |||
08/27/2015 | WDAY | Workday | $232.91 | -57.92% | $116 → $98 | Maintains | Market Outperform | |||
08/21/2015 | CRM | Salesforce | $243.31 | -65.48% | $80 → $84 | Maintains | Market Outperform | |||
08/14/2015 | PCTY | Paylocity Holding | $165.73 | -75.86% | $33 → $40 | Maintains | Market Outperform | |||
05/21/2015 | CRM | Salesforce | $243.31 | -67.12% | $75 → $80 | Maintains | Market Outperform | |||
05/08/2015 | PCTY | Paylocity Holding | $165.73 | -80.09% | $29 → $33 | Maintains | Market Outperform | |||
05/01/2015 | ULTI | Ultimate Software Group | — | — | $171 → $187 | Maintains | Market Outperform | |||
05/01/2015 | ELLI | Ellie Mae | — | — | $57 → $69 | Maintains | Market Outperform | |||
04/29/2015 | ULTI | Ultimate Software Group | — | — | $171 → $187 | Maintains | Market Outperform | |||
04/28/2015 | SREV | ServiceSource Intl | — | — | → $7 | Upgrade | Market Perform → Market Outperform | |||
03/24/2015 | NICE | NICE | $150.29 | -61.41% | → $58 | Downgrade | Market Outperform → Market Perform | |||
02/13/2015 | ELLI | Ellie Mae | — | — | $47 → $57 | Maintains | Market Outperform | |||
02/10/2015 | SNOW | Snowflake | $220.69 | -93.66% | $15 → $14 | Maintains | Market Outperform | |||
02/04/2015 | ULTI | Ultimate Software Group | — | — | $149 → $171 | Maintains | Market Outperform | |||
12/18/2014 | ZEN | Zendesk | — | — | → $30 | Initiates | → Outperform | |||
11/03/2014 | ELLI | Ellie Mae, Inc. | — | — | → $47 | Upgrade | Market Perform → Market Outperform | |||
08/15/2014 | PCTY | Paylocity Holding | $165.73 | -83.11% | $25 → $28 | Maintains | Market Outperform | |||
08/01/2014 | SREV | ServiceSource Intl | — | — | — | Downgrade | Market Outperform → Market Perform | |||
05/02/2014 | SREV | ServiceSource Intl | — | — | $15 → $9 | Maintains | Market Outperform | |||
04/30/2014 | ULTI | The Ultimate Software Group, Inc. | — | — | $161 → $149 | Maintains | Market Outperform | |||
04/14/2014 | PCTY | Paylocity Holding | $165.73 | -84.92% | → $25 | Initiates | → Market Outperform | |||
10/16/2013 | ELLI | Ellie Mae, Inc. | — | — | → $34 | Downgrade | Market Outperform → Market Perform | |||
04/25/2013 | NICE | NICE | $150.29 | -70.06% | → $45 | Initiates | → Market Outperform | |||
12/14/2012 | ADBE | Adobe | $366.12 | — | — | Upgrade | Market Underperform → Market Outperform | |||
11/08/2012 | WDAY | Workday | $232.91 | -74.67% | → $59 | Initiates | → Market Outperform |
