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Matthew Hedberg is an analyst at RBC Capital. 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 07/22/2024
| Buy Now | Get Alert | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 07/18/2024 | GTLB | Buy Now | GitLab | $53.84 | 20.73% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 07/01/2024 | IOT | Buy Now | Samsara | $35.99 | 30.59% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/28/2024 | GTLB | Buy Now | GitLab | $53.84 | 20.73% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 06/26/2024 | IOT | Buy Now | Samsara | $35.99 | 30.59% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/18/2024 | ADSK | Buy Now | Autodesk | $242.45 | 7.24% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/17/2024 | OKTA | Buy Now | Okta | $94.03 | 32.94% | $125 → $125 | Reiterates | Outperform → Outperform | Get Alert |
| 06/14/2024 | ADBE | Buy Now | Adobe | $550.75 | 8.94% | $600 → $600 | Reiterates | Outperform → Outperform | Get Alert |
| 06/12/2024 | ADSK | Buy Now | Autodesk | $242.45 | 7.24% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2024 | IOT | Buy Now | Samsara | $35.99 | 30.59% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $17.88 | 73.38% | $35 → $31 | Maintains | Outperform | Get Alert |
| 06/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | 43.54% | $420 → $420 | Reiterates | Outperform → Outperform | Get Alert |
| 06/05/2024 | MGNI | Buy Now | Magnite | $14.50 | 31.03% | $17 → $19 | Maintains | Outperform | Get Alert |
| 06/05/2024 | SNOW | Buy Now | Snowflake | $129.96 | 40.81% | $226 → $183 | Maintains | Outperform | Get Alert |
| 06/04/2024 | GTLB | Buy Now | GitLab | $53.84 | 20.73% | $74 → $65 | Maintains | Outperform | Get Alert |
| 06/04/2024 | CFLT | Buy Now | Confluent | $24.69 | 62.01% | $40 → $40 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2024 | NET | Buy Now | Cloudflare | $79.32 | 13.46% | $108 → $90 | Maintains | Outperform | Get Alert |
| 05/31/2024 | ZS | Buy Now | Zscaler | $188.57 | 21.97% | $215 → $230 | Maintains | Outperform | Get Alert |
| 05/24/2024 | PANW | Buy Now | Palo Alto Networks | $330.80 | 8.83% | → $360 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | INFA | Buy Now | Informatica | $24.55 | 67.01% | → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $129.96 | 73.9% | $220 → $226 | Maintains | Outperform | Get Alert |
| 05/21/2024 | PANW | Buy Now | Palo Alto Networks | $330.80 | 8.83% | $365 → $360 | Maintains | Outperform | Get Alert |
| 05/20/2024 | SNOW | Buy Now | Snowflake | $129.96 | 69.28% | $246 → $220 | Maintains | Outperform | Get Alert |
| 05/16/2024 | DT | Buy Now | Dynatrace | $44.05 | 36.21% | $66 → $60 | Maintains | Outperform | Get Alert |
| 05/09/2024 | JAMF | Buy Now | Jamf Holding | $18.32 | 25.55% | $21 → $23 | Maintains | Outperform | Get Alert |
| 05/09/2024 | TTD | Buy Now | Trade Desk | $96.03 | 14.55% | $105 → $110 | Maintains | Outperform | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $24.69 | 62.01% | $37 → $40 | Maintains | Outperform | Get Alert |
| 05/08/2024 | RPD | Buy Now | Rapid7 | $40.00 | 42.5% | $70 → $57 | Maintains | Outperform | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $30.91 | 42.35% | $48 → $44 | Maintains | Sector Perform | Get Alert |
| 05/07/2024 | VRNS | Buy Now | Varonis Systems | $48.50 | 19.59% | $56 → $58 | Maintains | Outperform | Get Alert |
| 05/02/2024 | QTWO | Buy Now | Q2 Holdings | $65.37 | -8.21% | $46 → $60 | Maintains | Sector Perform | Get Alert |
| 04/30/2024 | FFIV | Buy Now | F5 | $174.97 | 4.02% | $204 → $182 | Maintains | Sector Perform | Get Alert |
| 04/15/2024 | INFA | Buy Now | Informatica | $24.55 | 67.01% | → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 04/01/2024 | PATH | Buy Now | UiPath | $12.11 | 139.47% | → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 04/01/2024 | ADSK | Buy Now | Autodesk | $242.45 | 31.99% | → $320 | Reiterates | Outperform → Outperform | Get Alert |
| 03/27/2024 | ADBE | Buy Now | Adobe | $550.75 | 14.39% | → $630 | Reiterates | Outperform → Outperform | Get Alert |
| 03/21/2024 | ALTR | Buy Now | Altair Engineering | $89.73 | 0.3% | → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/20/2024 | PATH | Buy Now | UiPath | $12.11 | 139.47% | → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/15/2024 | VRNS | Buy Now | Varonis Systems | $48.50 | 15.46% | → $56 | Reiterates | Outperform → Outperform | Get Alert |
| 03/15/2024 | EVCM | Buy Now | EverCommerce | $11.79 | -6.7% | $12 → $11 | Maintains | Outperform | Get Alert |
| 03/15/2024 | ADBE | Buy Now | Adobe | $550.75 | 14.39% | $650 → $630 | Maintains | Outperform | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $18.32 | 14.63% | → $21 | Reiterates | Outperform → Outperform | Get Alert |
| 03/14/2024 | PATH | Buy Now | UiPath | $12.11 | 139.47% | $27 → $29 | Maintains | Sector Perform | Get Alert |
| 03/08/2024 | IOT | Buy Now | Samsara | $35.99 | 30.59% | $40 → $47 | Maintains | Outperform | Get Alert |
| 03/07/2024 | MGNI | Buy Now | Magnite | $14.50 | 3.45% | → $15 | Reiterates | Outperform → Outperform | Get Alert |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | 43.54% | $357 → $420 | Maintains | Outperform | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $17.88 | 95.75% | $32 → $35 | Maintains | Outperform | Get Alert |
| 03/05/2024 | GTLB | Buy Now | GitLab | $53.84 | 48.59% | → $80 | Reiterates | Outperform → Outperform | Get Alert |
| 03/01/2024 | XMTR | Buy Now | Xometry | $14.20 | 61.97% | $38 → $23 | Maintains | Sector Perform | Get Alert |
| 03/01/2024 | ADSK | Buy Now | Autodesk | $242.45 | 31.99% | $290 → $320 | Maintains | Outperform | Get Alert |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $129.96 | 89.29% | $255 → $246 | Maintains | Outperform | Get Alert |
| 02/29/2024 | OKTA | Buy Now | Okta | $94.03 | 32.94% | $95 → $125 | Maintains | Outperform | Get Alert |
| 02/29/2024 | NTNX | Buy Now | Nutanix | $48.50 | 48.45% | $68 → $72 | Maintains | Outperform | Get Alert |
| 02/29/2024 | MGNI | Buy Now | Magnite | $14.50 | 3.45% | $13 → $15 | Maintains | Outperform | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $18.32 | 14.63% | $22 → $21 | Maintains | Outperform | Get Alert |
| 02/28/2024 | BSY | Buy Now | Bentley Systems | $48.47 | 25.85% | → $61 | Reiterates | Outperform → Outperform | Get Alert |
| 02/23/2024 | NABL | Buy Now | N-able | $14.15 | 20.14% | $16 → $17 | Maintains | Outperform | Get Alert |
| 02/23/2024 | ALTR | Buy Now | Altair Engineering | $89.73 | 0.3% | → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $330.80 | 10.34% | $420 → $365 | Maintains | Outperform | Get Alert |
| 02/16/2024 | TTD | Buy Now | Trade Desk | $96.03 | 9.34% | $90 → $105 | Maintains | Outperform | Get Alert |
| 02/16/2024 | DDOG | Buy Now | Datadog | $118.80 | 27.1% | → $151 | Reiterates | Outperform → Outperform | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $118.80 | 27.1% | $145 → $151 | Maintains | Outperform | Get Alert |
| 02/14/2024 | CFLT | Buy Now | Confluent | $24.69 | 49.86% | $35 → $37 | Maintains | Outperform | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $30.91 | 55.29% | $59 → $48 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | SWI | Buy Now | SolarWinds | $11.55 | 29.87% | $13 → $15 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | FFIV | Buy Now | F5 | $174.97 | 16.59% | → $204 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/09/2024 | DT | Buy Now | Dynatrace | $44.05 | 49.83% | → $66 | Reiterates | Outperform → Outperform | Get Alert |
| 02/09/2024 | NET | Buy Now | Cloudflare | $79.32 | 36.16% | $95 → $108 | Maintains | Outperform | Get Alert |
| 02/08/2024 | RPD | Buy Now | Rapid7 | $40.00 | 75% | → $70 | Reiterates | Outperform → Outperform | Get Alert |
| 02/08/2024 | QLYS | Buy Now | Qualys | $142.55 | 26.27% | $212 → $180 | Maintains | Sector Perform | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $24.69 | 41.76% | $30 → $35 | Maintains | Outperform | Get Alert |
| 02/07/2024 | CHKP | Buy Now | Check Point Software | $170.49 | -3.22% | $159 → $165 | Maintains | Sector Perform | Get Alert |
| 02/06/2024 | VRNS | Buy Now | Varonis Systems | $48.50 | 15.46% | $52 → $56 | Maintains | Outperform | Get Alert |
| 02/02/2024 | GEN | Buy Now | Gen Digital | $25.48 | -1.88% | → $25 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/01/2024 | PTC | Buy Now | PTC | $175.92 | 14.82% | → $202 | Reiterates | Outperform → Outperform | Get Alert |
| 01/30/2024 | FFIV | Buy Now | F5 | $174.97 | 16.59% | $185 → $204 | Maintains | Sector Perform | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $751.29 | 13.14% | $840 → $850 | Maintains | Outperform | Get Alert |
| 01/05/2024 | SNOW | Buy Now | Snowflake | $129.96 | 76.98% | → $230 | Initiates | → Outperform | Get Alert |
| 12/14/2023 | ADBE | Buy Now | Adobe | $550.75 | 11.67% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 12/14/2023 | BASE | Buy Now | Couchbase | $17.88 | 45.41% | → $26 | Reiterates | Outperform → Outperform | Get Alert |
| 12/07/2023 | BASE | Buy Now | Couchbase | $17.88 | 45.41% | $25 → $26 | Maintains | Outperform | Get Alert |
| 12/06/2023 | GTLB | Buy Now | GitLab | $53.84 | 30.01% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/05/2023 | GTLB | Buy Now | GitLab | $53.84 | 30.01% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/04/2023 | VRNS | Buy Now | Varonis Systems | $48.50 | 7.22% | $40 → $52 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PATH | Buy Now | UiPath | $12.11 | 98.18% | $19 → $24 | Maintains | Sector Perform | Get Alert |
| 12/01/2023 | IOT | Buy Now | Samsara | $35.99 | -2.75% | $34 → $35 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PD | Buy Now | PagerDuty | $20.20 | 53.47% | $32 → $31 | Maintains | Outperform | Get Alert |
| 12/01/2023 | ESTC | Buy Now | Elastic | $111.84 | -4.33% | $87 → $107 | Maintains | Outperform | Get Alert |
| 11/30/2023 | OKTA | Buy Now | Okta | $94.03 | 1.03% | $100 → $95 | Maintains | Outperform | Get Alert |
| 11/30/2023 | NTNX | Buy Now | Nutanix | $48.50 | 11.34% | $47 → $54 | Maintains | Outperform | Get Alert |
| 11/28/2023 | ZS | Buy Now | Zscaler | $188.57 | 16.67% | → $220 | Reiterates | Outperform → Outperform | Get Alert |
| 11/22/2023 | ADSK | Buy Now | Autodesk | $242.45 | 3.11% | $260 → $250 | Maintains | Outperform | Get Alert |
| 11/16/2023 | PANW | Buy Now | Palo Alto Networks | $330.80 | -15.05% | → $281 | Reiterates | Outperform → Outperform | Get Alert |
| 11/10/2023 | XMTR | Buy Now | Xometry | $14.20 | 40.85% | $21 → $20 | Maintains | Sector Perform | Get Alert |
| 11/10/2023 | TTD | Buy Now | Trade Desk | $96.03 | -6.28% | $100 → $90 | Maintains | Outperform | Get Alert |
| 11/09/2023 | NOW | Buy Now | ServiceNow | $751.29 | -9.49% | $665 → $680 | Maintains | Outperform | Get Alert |
| 11/09/2023 | MGNI | Buy Now | Magnite | $14.50 | -10.34% | $15 → $13 | Maintains | Outperform | Get Alert |
| 11/09/2023 | JAMF | Buy Now | Jamf Holding | $18.32 | 20.09% | $24 → $22 | Maintains | Outperform | Get Alert |
| 11/08/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 20.27% | $29 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2023 | GEN | Buy Now | Gen Digital | $25.48 | -13.66% | $21 → $22 | Maintains | Sector Perform | Get Alert |
| 11/08/2023 | DDOG | Buy Now | Datadog | $118.80 | 1.01% | $103 → $120 | Maintains | Outperform | Get Alert |
| 11/08/2023 | BSY | Buy Now | Bentley Systems | $48.47 | 25.85% | $59 → $61 | Maintains | Outperform | Get Alert |
| 11/07/2023 | OLO | Buy Now | Olo | $4.77 | 88.68% | $11 → $9 | Maintains | Outperform | Get Alert |
| 11/07/2023 | EVCM | Buy Now | EverCommerce | $11.79 | 1.78% | $14 → $12 | Maintains | Outperform | Get Alert |
| 11/06/2023 | CFLT | Buy Now | Confluent | $24.69 | -10.9% | → $22 | Initiates | → Outperform | Get Alert |
| 11/03/2023 | NET | Buy Now | Cloudflare | $79.32 | -18.05% | $70 → $65 | Maintains | Outperform | Get Alert |
| 11/03/2023 | ANSS | Buy Now | Ansys | $314.54 | -7.8% | $310 → $290 | Maintains | Sector Perform | Get Alert |
| 10/25/2023 | FFIV | Buy Now | F5 | $174.97 | -8.56% | $173 → $160 | Maintains | Sector Perform | Get Alert |
| 10/11/2023 | ADBE | Buy Now | Adobe | $550.75 | 11.67% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/28/2023 | PATH | Buy Now | UiPath | $12.11 | 56.9% | → $19 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/27/2023 | NTNX | Buy Now | Nutanix | $48.50 | -3.09% | $43 → $47 | Maintains | Outperform | Get Alert |
| 09/22/2023 | JAMF | Buy Now | Jamf Holding | $18.32 | 31% | → $24 | Reiterates | Outperform → Outperform | Get Alert |
| 09/22/2023 | SPLK | Buy Now | Splunk | — | — | $132 → $157 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/15/2023 | IOT | Buy Now | Samsara | $35.99 | -5.53% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 29.18% | → $29 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 140.84% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADSK | Buy Now | Autodesk | $242.45 | 7.24% | → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADBE | Buy Now | Adobe | $550.75 | 11.67% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/13/2023 | BASE | Buy Now | Couchbase | $17.88 | 39.82% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $12.11 | 56.9% | $18 → $19 | Maintains | Sector Perform | Get Alert |
| 09/07/2023 | BASE | Buy Now | Couchbase | $17.88 | 39.82% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/06/2023 | ZS | Buy Now | Zscaler | $188.57 | -1.89% | $162 → $185 | Maintains | Outperform | Get Alert |
| 09/06/2023 | GTLB | Buy Now | GitLab | $53.84 | 15.16% | $60 → $62 | Maintains | Outperform | Get Alert |
| 09/01/2023 | IOT | Buy Now | Samsara | $35.99 | -5.53% | $32 → $34 | Maintains | Outperform | Get Alert |
| 09/01/2023 | NTNX | Buy Now | Nutanix | $48.50 | -11.34% | $38 → $43 | Maintains | Outperform | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $111.84 | -22.21% | $84 → $87 | Maintains | Outperform | Get Alert |
| 08/31/2023 | OKTA | Buy Now | Okta | $94.03 | 19.11% | → $112 | Reiterates | Outperform → Outperform | Get Alert |
| 08/31/2023 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -36.77% | $182 → $185 | Maintains | Outperform | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | $125 → $132 | Maintains | Outperform | Get Alert |
| 08/24/2023 | ADSK | Buy Now | Autodesk | $242.45 | 7.24% | $250 → $260 | Maintains | Outperform | Get Alert |
| 08/21/2023 | PANW | Buy Now | Palo Alto Networks | $330.80 | -15.05% | $250 → $281 | Maintains | Outperform | Get Alert |
| 08/10/2023 | TTD | Buy Now | Trade Desk | $96.03 | 4.13% | → $100 | Reiterates | Outperform → Outperform | Get Alert |
| 08/10/2023 | MGNI | Buy Now | Magnite | $14.50 | 24.14% | $20 → $18 | Maintains | Outperform | Get Alert |
| 08/10/2023 | INFA | Buy Now | Informatica | $24.55 | -2.24% | $22 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $18.32 | 31% | $25 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $118.80 | -13.3% | $118 → $103 | Maintains | Outperform | Get Alert |
| 08/08/2023 | EVCM | Buy Now | EverCommerce | $11.79 | 18.74% | → $14 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2023 | PANW | Buy Now | Palo Alto Networks | $330.80 | -24.43% | $277 → $250 | Maintains | Outperform | Get Alert |
| 08/07/2023 | DDOG | Buy Now | Datadog | $118.80 | -0.67% | $95 → $118 | Maintains | Outperform | Get Alert |
| 08/07/2023 | BSY | Buy Now | Bentley Systems | $48.47 | 21.72% | $53 → $59 | Maintains | Outperform | Get Alert |
| 08/04/2023 | SWI | Buy Now | SolarWinds | $11.55 | 12.55% | $11 → $13 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | NET | Buy Now | Cloudflare | $79.32 | -5.45% | $71 → $75 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ALTR | Buy Now | Altair Engineering | $89.73 | -17.53% | $71 → $74 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | ANSS | Buy Now | Ansys | $314.54 | -1.44% | → $310 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/02/2023 | OLO | Buy Now | Olo | $4.77 | 130.61% | $10 → $11 | Maintains | Outperform | Get Alert |
| 08/01/2023 | VRNS | Buy Now | Varonis Systems | $48.50 | -27.84% | $30 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2023 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 140.84% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 07/31/2023 | NET | Buy Now | Cloudflare | $79.32 | -10.49% | $54 → $71 | Maintains | Outperform | Get Alert |
| 07/31/2023 | DT | Buy Now | Dynatrace | $44.05 | 36.21% | $52 → $60 | Maintains | Outperform | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $751.29 | -11.49% | $650 → $665 | Maintains | Outperform | Get Alert |
| 07/27/2023 | PTC | Buy Now | PTC | $175.92 | -0.52% | $165 → $175 | Maintains | Outperform | Get Alert |
| 07/27/2023 | CHKP | Buy Now | Check Point Software | $170.49 | -19.06% | $132 → $138 | Maintains | Sector Perform | Get Alert |
| 07/25/2023 | FFIV | Buy Now | F5 | $174.97 | -1.13% | $146 → $173 | Maintains | Sector Perform | Get Alert |
| 07/24/2023 | PTC | Buy Now | PTC | $175.92 | -6.21% | $158 → $165 | Maintains | Outperform | Get Alert |
| 07/24/2023 | NOW | Buy Now | ServiceNow | $751.29 | -13.48% | $540 → $650 | Maintains | Outperform | Get Alert |
| 07/18/2023 | ESTC | Buy Now | Elastic | $111.84 | -24.89% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 07/17/2023 | OLO | Buy Now | Olo | $4.77 | 109.64% | → $10 | Reiterates | Outperform → Outperform | Get Alert |
| 07/05/2023 | PANW | Buy Now | Palo Alto Networks | $330.80 | -16.26% | $232 → $277 | Maintains | Outperform | Get Alert |
| 06/23/2023 | IOT | Buy Now | Samsara | $35.99 | -11.09% | $27 → $32 | Maintains | Outperform | Get Alert |
| 06/23/2023 | GTLB | Buy Now | GitLab | $53.84 | 11.44% | $56 → $60 | Maintains | Outperform | Get Alert |
| 06/23/2023 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 140.84% | $48 → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | TRMR | Buy Now | Tremor Intl | — | — | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | ADBE | Buy Now | Adobe | $550.75 | 0.77% | $460 → $555 | Maintains | Outperform | Get Alert |
| 06/14/2023 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 140.84% | $34 → $48 | Maintains | Outperform | Get Alert |
| 06/08/2023 | ADBE | Buy Now | Adobe | $550.75 | -16.48% | $415 → $460 | Maintains | Outperform | Get Alert |
| 06/07/2023 | TTD | Buy Now | Trade Desk | $96.03 | -11.49% | → $85 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | RPD | Buy Now | Rapid7 | $40.00 | 50% | → $60 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $17.88 | 39.82% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2023 | GTLB | Buy Now | GitLab | $53.84 | 4.01% | $45 → $56 | Maintains | Outperform | Get Alert |
| 06/05/2023 | GTLB | Buy Now | GitLab | $53.84 | -16.42% | → $45 | Reiterates | → Outperform | Get Alert |
| 06/05/2023 | BASE | Buy Now | Couchbase | $17.88 | 39.82% | $20 → $25 | Maintains | Outperform | Get Alert |
| 06/02/2023 | IOT | Buy Now | Samsara | $35.99 | -24.98% | $24 → $27 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $111.84 | -24.89% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ZS | Buy Now | Zscaler | $188.57 | -14.09% | $155 → $162 | Maintains | Outperform | Get Alert |
| 06/01/2023 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -37.8% | $180 → $182 | Maintains | Outperform | Get Alert |
| 06/01/2023 | OKTA | Buy Now | Okta | $94.03 | 19.11% | $110 → $112 | Maintains | Outperform | Get Alert |
| 06/01/2023 | TTD | Buy Now | Trade Desk | $96.03 | -11.49% | $77 → $85 | Maintains | Outperform | Get Alert |
| 06/01/2023 | ZS | Buy Now | Zscaler | $188.57 | -17.8% | → $155 | Reiterates | → Outperform | Get Alert |
| 05/31/2023 | TRMR | Buy Now | Tremor Intl | — | — | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2023 | IOT | Buy Now | Samsara | $35.99 | -33.31% | $21 → $24 | Maintains | Outperform | Get Alert |
| 05/31/2023 | ESTC | Buy Now | Elastic | $111.84 | -24.89% | $71 → $84 | Maintains | Outperform | Get Alert |
| 05/30/2023 | OKTA | Buy Now | Okta | $94.03 | 16.98% | $100 → $110 | Maintains | Outperform | Get Alert |
| 05/30/2023 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -38.48% | $170 → $180 | Maintains | Outperform | Get Alert |
| 05/26/2023 | ADSK | Buy Now | Autodesk | $242.45 | 3.11% | → $250 | Reiterates | Outperform → Outperform | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | $120 → $125 | Maintains | Outperform | Get Alert |
| 05/25/2023 | NTNX | Buy Now | Nutanix | $48.50 | -21.65% | $33 → $38 | Maintains | Outperform | Get Alert |
| 05/24/2023 | TRMR | Buy Now | Tremor Intl | — | — | → $13 | Maintains | Outperform | Get Alert |
| 05/24/2023 | PANW | Buy Now | Palo Alto Networks | $330.80 | -29.87% | $216 → $232 | Maintains | Outperform | Get Alert |
| 05/19/2023 | ADBE | Buy Now | Adobe | $550.75 | -24.65% | → $415 | Reinstates | Outperform → Outperform | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $44.05 | 18.05% | → $52 | Reiterates | Outperform → Outperform | Get Alert |
| 05/17/2023 | NOW | Buy Now | ServiceNow | $751.29 | -28.12% | $525 → $540 | Maintains | Outperform | Get Alert |
| 05/17/2023 | PTC | Buy Now | PTC | $175.92 | -10.19% | → $158 | Reiterates | Outperform → Outperform | Get Alert |
| 05/12/2023 | GEN | Buy Now | Gen Digital | $25.48 | -17.58% | $26 → $21 | Maintains | Sector Perform | Get Alert |
| 05/11/2023 | NABL | Buy Now | N-able | $14.15 | 13.07% | $15 → $16 | Maintains | Outperform | Get Alert |
| 05/11/2023 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 70.6% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 05/11/2023 | TTD | Buy Now | Trade Desk | $96.03 | -19.82% | $75 → $77 | Maintains | Outperform | Get Alert |
| 05/10/2023 | RPD | Buy Now | Rapid7 | $40.00 | 50% | → $60 | Reiterates | → Outperform | Get Alert |
| 05/10/2023 | EVCM | Buy Now | EverCommerce | $11.79 | 18.74% | $12 → $14 | Maintains | Outperform | Get Alert |
| 05/10/2023 | BSY | Buy Now | Bentley Systems | $48.47 | 9.35% | $47 → $53 | Maintains | Outperform | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $30.91 | 42.35% | $43 → $44 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | QLYS | Buy Now | Qualys | $142.55 | -15.82% | $122 → $120 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | NTCT | Buy Now | NetScout Systems | $18.32 | 85.59% | $36 → $34 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | DDOG | Buy Now | Datadog | $118.80 | -20.03% | $85 → $95 | Maintains | Outperform | Get Alert |
| 05/05/2023 | ALTR | Buy Now | Altair Engineering | $89.73 | -20.87% | $65 → $71 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | ANSS | Buy Now | Ansys | $314.54 | -1.44% | $292 → $310 | Maintains | Sector Perform | Get Alert |
| 05/04/2023 | INFA | Buy Now | Informatica | $24.55 | -18.53% | → $20 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | GTLB | Buy Now | GitLab | $53.84 | -16.42% | → $45 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 70.6% | → $34 | Reiterates | → Outperform | Get Alert |
| 05/02/2023 | VRNS | Buy Now | Varonis Systems | $48.50 | -38.14% | $28 → $30 | Maintains | Outperform | Get Alert |
| 05/02/2023 | CHKP | Buy Now | Check Point Software | $170.49 | -22.58% | $135 → $132 | Maintains | Sector Perform | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $751.29 | -30.12% | $520 → $525 | Maintains | Outperform | Get Alert |
| 04/27/2023 | PTC | Buy Now | PTC | $175.92 | -10.19% | $155 → $158 | Maintains | Outperform | Get Alert |
| 04/20/2023 | FFIV | Buy Now | F5 | $174.97 | -16.56% | $155 → $146 | Maintains | Sector Perform | Get Alert |
| 04/17/2023 | PD | Buy Now | PagerDuty | $20.20 | 83.17% | $34 → $37 | Maintains | Outperform | Get Alert |
| 04/13/2023 | ESTC | Buy Now | Elastic | $111.84 | -36.52% | → $71 | Reiterates | → Outperform | Get Alert |
| 04/05/2023 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -41.9% | $160 → $170 | Maintains | Outperform | Get Alert |
| 03/29/2023 | PATH | Buy Now | UiPath | $12.11 | 48.64% | $17 → $18 | Maintains | Sector Perform | Get Alert |
| 03/24/2023 | BSY | Buy Now | Bentley Systems | $48.47 | -3.03% | → $47 | Reiterates | → Outperform | Get Alert |
| 03/22/2023 | ADBE | Buy Now | Adobe | $550.75 | -24.65% | $395 → $415 | Maintains | Outperform | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $12.11 | 40.38% | $15 → $17 | Maintains | Sector Perform | Get Alert |
| 03/16/2023 | PD | Buy Now | PagerDuty | $20.20 | 68.32% | $32 → $34 | Maintains | Outperform | Get Alert |
| 03/16/2023 | EVCM | Buy Now | EverCommerce | $11.79 | 1.78% | $11 → $12 | Maintains | Outperform | Get Alert |
| 03/16/2023 | ADBE | Buy Now | Adobe | $550.75 | -28.28% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/15/2023 | VRNS | Buy Now | Varonis Systems | $48.50 | -36.08% | → $31 | Reiterates | → Outperform | Get Alert |
| 03/14/2023 | GTLB | Buy Now | GitLab | $53.84 | -16.42% | $60 → $45 | Maintains | Outperform | Get Alert |
| 03/13/2023 | PD | Buy Now | PagerDuty | $20.20 | 58.42% | → $32 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | ADBE | Buy Now | Adobe | $550.75 | -28.28% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | PATH | Buy Now | UiPath | $12.11 | 23.86% | → $15 | Reiterates | → Sector Perform | Get Alert |
| 03/08/2023 | TRMR | Buy Now | Tremor Intl | — | — | $15 → $13 | Maintains | Outperform | Get Alert |
| 03/08/2023 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -45.32% | $150 → $160 | Maintains | Outperform | Get Alert |
| 03/08/2023 | BASE | Buy Now | Couchbase | $17.88 | 11.86% | $18 → $20 | Maintains | Outperform | Get Alert |
| 03/07/2023 | NTNX | Buy Now | Nutanix | $48.50 | -31.96% | → $33 | Reiterates | → Outperform | Get Alert |
| 03/06/2023 | SWI | Buy Now | SolarWinds | $11.55 | -4.76% | → $11 | Reiterates | → Sector Perform | Get Alert |
| 03/06/2023 | GTLB | Buy Now | GitLab | $53.84 | 11.44% | $50 → $60 | Maintains | Outperform | Get Alert |
| 03/02/2023 | OKTA | Buy Now | Okta | $94.03 | 6.35% | $95 → $100 | Maintains | Outperform | Get Alert |
| 03/02/2023 | XMTR | Buy Now | Xometry | $14.20 | 47.89% | $45 → $21 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $18.32 | 36.46% | $27 → $25 | Maintains | Outperform | Get Alert |
| 03/01/2023 | BSY | Buy Now | Bentley Systems | $48.47 | -3.03% | $44 → $47 | Maintains | Outperform | Get Alert |
| 02/27/2023 | IOT | Buy Now | Samsara | $35.99 | -47.21% | $15 → $19 | Maintains | Outperform | Get Alert |
| 02/24/2023 | ANSS | Buy Now | Ansys | $314.54 | -7.17% | $248 → $292 | Maintains | Sector Perform | Get Alert |
| 02/23/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 29.18% | → $29 | Reiterates | → Outperform | Get Alert |
| 02/23/2023 | OLO | Buy Now | Olo | $4.77 | 109.64% | $9 → $10 | Maintains | Outperform | Get Alert |
| 02/23/2023 | MGNI | Buy Now | Magnite | $14.50 | 10.34% | → $16 | Reiterates | → Outperform | Get Alert |
| 02/22/2023 | PANW | Buy Now | Palo Alto Networks | $330.80 | -34.7% | $200 → $216 | Maintains | Outperform | Get Alert |
| 02/21/2023 | SPLK | Buy Now | Splunk | — | — | $110 → $120 | Maintains | Outperform | Get Alert |
| 02/21/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 29.18% | $27 → $29 | Maintains | Outperform | Get Alert |
| 02/21/2023 | JAMF | Buy Now | Jamf Holding | $18.32 | 47.38% | $30 → $27 | Maintains | Outperform | Get Alert |
| 02/17/2023 | ADSK | Buy Now | Autodesk | $242.45 | 3.11% | $225 → $250 | Maintains | Outperform | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $30.91 | 39.11% | $37 → $43 | Maintains | Sector Perform | Get Alert |
| 02/13/2023 | DDOG | Buy Now | Datadog | $118.80 | -15.82% | $105 → $100 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SWI | Buy Now | SolarWinds | $11.55 | -4.76% | $10 → $11 | Maintains | Sector Perform | Get Alert |
| 02/10/2023 | NET | Buy Now | Cloudflare | $79.32 | -11.75% | $60 → $70 | Maintains | Outperform | Get Alert |
| 02/10/2023 | GTLB | Buy Now | GitLab | $53.84 | -7.13% | $60 → $50 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SUMO | Buy Now | Sumo Logic | — | — | → $12 | Downgrade | Outperform → Sector Perform | Get Alert |
| 02/09/2023 | RPD | Buy Now | Rapid7 | $40.00 | 50% | → $60 | Reiterates | → Outperform | Get Alert |
| 02/09/2023 | INFA | Buy Now | Informatica | $24.55 | -6.31% | → $23 | Reiterates | → Outperform | Get Alert |
| 02/03/2023 | OKTA | Buy Now | Okta | $94.03 | 1.03% | $80 → $95 | Maintains | Outperform | Get Alert |
| 02/02/2023 | RPD | Buy Now | Rapid7 | $40.00 | 50% | $47 → $60 | Maintains | Outperform | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $44.05 | 18.05% | $45 → $52 | Maintains | Outperform | Get Alert |
| 01/30/2023 | PTC | Buy Now | PTC | $175.92 | -11.89% | $140 → $155 | Maintains | Outperform | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $17.88 | 0.67% | $20 → $18 | Maintains | Outperform | Get Alert |
| 12/06/2022 | GTLB | Buy Now | GitLab | $53.84 | 11.44% | $55 → $60 | Maintains | Outperform | Get Alert |
| 12/02/2022 | IOT | Buy Now | Samsara | $35.99 | -58.32% | $14 → $15 | Maintains | Outperform | Get Alert |
| 12/02/2022 | ZS | Buy Now | Zscaler | $188.57 | -17.8% | $185 → $155 | Maintains | Outperform | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | $105 → $110 | Maintains | Outperform | Get Alert |
| 12/01/2022 | OKTA | Buy Now | Okta | $94.03 | -14.92% | $70 → $80 | Maintains | Outperform | Get Alert |
| 12/01/2022 | NTNX | Buy Now | Nutanix | $48.50 | -31.96% | $31 → $33 | Maintains | Outperform | Get Alert |
| 12/01/2022 | ESTC | Buy Now | Elastic | $111.84 | -36.52% | $85 → $71 | Maintains | Outperform | Get Alert |
| 11/30/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -43.61% | $200 → $165 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ZS | Buy Now | Zscaler | $188.57 | -1.89% | $210 → $185 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PATH | Buy Now | UiPath | $12.11 | 23.86% | $16 → $15 | Maintains | Sector Perform | Get Alert |
| 11/28/2022 | SPLK | Buy Now | Splunk | — | — | $125 → $105 | Maintains | Outperform | Get Alert |
| 11/28/2022 | IOT | Buy Now | Samsara | $35.99 | -61.1% | $19 → $14 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PD | Buy Now | PagerDuty | $20.20 | 58.42% | $38 → $32 | Maintains | Outperform | Get Alert |
| 11/28/2022 | NTNX | Buy Now | Nutanix | $48.50 | -36.08% | $24 → $31 | Maintains | Outperform | Get Alert |
| 11/28/2022 | GTLB | Buy Now | GitLab | $53.84 | 2.15% | $75 → $55 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ESTC | Buy Now | Elastic | $111.84 | -24% | $100 → $85 | Maintains | Outperform | Get Alert |
| 11/28/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -31.65% | $236 → $200 | Maintains | Outperform | Get Alert |
| 11/23/2022 | ADSK | Buy Now | Autodesk | $242.45 | -7.2% | $260 → $225 | Maintains | Outperform | Get Alert |
| 11/21/2022 | ADSK | Buy Now | Autodesk | $242.45 | 7.24% | $257 → $260 | Maintains | Outperform | Get Alert |
| 11/15/2022 | TRMR | Buy Now | Tremor Intl | — | — | $17 → $15 | Maintains | Outperform | Get Alert |
| 11/11/2022 | XMTR | Buy Now | Xometry | $14.20 | 280.28% | $60 → $54 | Maintains | Outperform | Get Alert |
| 11/11/2022 | NABL | Buy Now | N-able | $14.15 | -1.06% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/11/2022 | EVCM | Buy Now | EverCommerce | $11.79 | 1.78% | $13 → $12 | Maintains | Outperform | Get Alert |
| 11/10/2022 | TTD | Buy Now | Trade Desk | $96.03 | -21.9% | $80 → $75 | Maintains | Outperform | Get Alert |
| 11/10/2022 | OKTA | Buy Now | Okta | $94.03 | -25.56% | $85 → $70 | Maintains | Outperform | Get Alert |
| 11/10/2022 | JAMF | Buy Now | Jamf Holding | $18.32 | 63.76% | $35 → $30 | Maintains | Outperform | Get Alert |
| 11/09/2022 | PUBM | Buy Now | PubMatic | $21.40 | 26.17% | $31 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2022 | TDC | Buy Now | Teradata | $30.91 | 19.7% | $38 → $37 | Maintains | Sector Perform | Get Alert |
| 11/08/2022 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | -2% | $20 → $22 | Maintains | Outperform | Get Alert |
| 11/04/2022 | NET | Buy Now | Cloudflare | $79.32 | -24.36% | $74 → $60 | Maintains | Outperform | Get Alert |
| 11/04/2022 | ANSS | Buy Now | Ansys | $314.54 | -21.15% | $260 → $248 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | RPD | Buy Now | Rapid7 | $40.00 | 17.5% | $57 → $47 | Maintains | Outperform | Get Alert |
| 11/03/2022 | QLYS | Buy Now | Qualys | $142.55 | -1.79% | $148 → $140 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | PTC | Buy Now | PTC | $175.92 | -20.42% | $135 → $140 | Maintains | Outperform | Get Alert |
| 11/03/2022 | DT | Buy Now | Dynatrace | $44.05 | -9.19% | $41 → $40 | Maintains | Outperform | Get Alert |
| 11/01/2022 | VRNS | Buy Now | Varonis Systems | $48.50 | -40.21% | $35 → $29 | Maintains | Outperform | Get Alert |
| 10/28/2022 | CHKP | Buy Now | Check Point Software | $170.49 | -20.82% | $130 → $135 | Maintains | Sector Perform | Get Alert |
| 10/28/2022 | BSY | Buy Now | Bentley Systems | $48.47 | -9.22% | $46 → $44 | Maintains | Outperform | Get Alert |
| 10/26/2022 | FFIV | Buy Now | F5 | $174.97 | -8.56% | $175 → $160 | Maintains | Sector Perform | Get Alert |
| 10/24/2022 | RPD | Buy Now | Rapid7 | $40.00 | 42.5% | $85 → $57 | Maintains | Outperform | Get Alert |
| 10/19/2022 | ADBE | Buy Now | Adobe | $550.75 | -28.28% | $425 → $395 | Maintains | Outperform | Get Alert |
| 10/17/2022 | NOW | Buy Now | ServiceNow | $751.29 | -33.45% | $550 → $500 | Maintains | Outperform | Get Alert |
| 10/17/2022 | INFA | Buy Now | Informatica | $24.55 | -2.24% | $28 → $24 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DT | Buy Now | Dynatrace | $44.05 | -6.92% | $46 → $41 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DDOG | Buy Now | Datadog | $118.80 | -11.62% | $125 → $105 | Maintains | Outperform | Get Alert |
| 10/17/2022 | CHKP | Buy Now | Check Point Software | $170.49 | -23.75% | $145 → $130 | Maintains | Sector Perform | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $12.11 | 32.12% | $18 → $16 | Maintains | Sector Perform | Get Alert |
| 09/16/2022 | ADBE | Buy Now | Adobe | $550.75 | -22.83% | $500 → $425 | Maintains | Outperform | Get Alert |
| 09/09/2022 | ZS | Buy Now | Zscaler | $188.57 | 11.36% | $200 → $210 | Maintains | Outperform | Get Alert |
| 09/07/2022 | PATH | Buy Now | UiPath | $12.11 | 48.64% | $22 → $18 | Maintains | Sector Perform | Get Alert |
| 09/01/2022 | NTNX | Buy Now | Nutanix | $48.50 | -50.52% | $21 → $24 | Maintains | Outperform | Get Alert |
| 08/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -19.34% | $232 → $236 | Maintains | Outperform | Get Alert |
| 08/30/2022 | TDC | Buy Now | Teradata | $30.91 | 22.94% | $46 → $38 | Maintains | Sector Perform | Get Alert |
| 08/25/2022 | SPLK | Buy Now | Splunk | — | — | $143 → $139 | Maintains | Outperform | Get Alert |
| 08/23/2022 | PANW | Buy Now | Palo Alto Networks | $330.80 | 111.61% | $226.67 → $233.33 | Maintains | Outperform | Get Alert |
| 08/18/2022 | IOT | Buy Now | Samsara | $35.99 | -41.65% | $18 → $21 | Maintains | Outperform | Get Alert |
| 08/18/2022 | GTLB | Buy Now | GitLab | $53.84 | 39.3% | $66 → $75 | Maintains | Outperform | Get Alert |
| 08/18/2022 | ADSK | Buy Now | Autodesk | $242.45 | 6% | $255 → $257 | Maintains | Outperform | Get Alert |
| 08/17/2022 | TRMR | Buy Now | Tremor Intl | — | — | $20 → $17 | Maintains | Outperform | Get Alert |
| 08/11/2022 | XMTR | Buy Now | Xometry | $14.20 | 322.54% | $46 → $60 | Maintains | Outperform | Get Alert |
| 08/10/2022 | TTD | Buy Now | Trade Desk | $96.03 | -16.69% | $75 → $80 | Maintains | Outperform | Get Alert |
| 08/10/2022 | MGNI | Buy Now | Magnite | $14.50 | 31.03% | $21 → $19 | Maintains | Outperform | Get Alert |
| 08/09/2022 | QLYS | Buy Now | Qualys | $142.55 | 3.82% | $145 → $148 | Maintains | Sector Perform | Get Alert |
| 08/05/2022 | NET | Buy Now | Cloudflare | $79.32 | -6.71% | $62 → $74 | Maintains | Outperform | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $118.80 | 5.22% | $115 → $125 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DT | Buy Now | Dynatrace | $44.05 | 4.43% | $44 → $46 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 60.56% | $29 → $32 | Maintains | Outperform | Get Alert |
| 08/03/2022 | SWI | Buy Now | SolarWinds | $11.55 | 3.9% | $14 → $12 | Maintains | Sector Perform | Get Alert |
| 08/01/2022 | VRNS | Buy Now | Varonis Systems | $48.50 | -27.84% | $55 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2022 | RPD | Buy Now | Rapid7 | $40.00 | 112.5% | $140 → $85 | Maintains | Outperform | Get Alert |
| 08/01/2022 | PING | Buy Now | Ping Identity Holding | — | — | $33 → $25 | Maintains | Outperform | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $751.29 | -26.79% | $610 → $550 | Maintains | Outperform | Get Alert |
| 07/28/2022 | PTC | Buy Now | PTC | $175.92 | -23.26% | $130 → $135 | Maintains | Outperform | Get Alert |
| 07/26/2022 | FFIV | Buy Now | F5 | $174.97 | 0.02% | $200 → $175 | Maintains | Sector Perform | Get Alert |
| 07/25/2022 | NET | Buy Now | Cloudflare | $79.32 | -21.84% | $100 → $62 | Maintains | Outperform | Get Alert |
| 07/25/2022 | DDOG | Buy Now | Datadog | $118.80 | -3.2% | $167 → $115 | Maintains | Outperform | Get Alert |
| 06/14/2022 | ADBE | Buy Now | Adobe | $550.75 | -9.21% | $600 → $500 | Maintains | Outperform | Get Alert |
| 06/07/2022 | GTLB | Buy Now | GitLab | $53.84 | 22.59% | $64 → $66 | Maintains | Outperform | Get Alert |
| 06/06/2022 | BASE | Buy Now | Couchbase | $17.88 | 39.82% | $27 → $25 | Maintains | Outperform | Get Alert |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -20.71% | $225 → $232 | Maintains | Outperform | Get Alert |
| 06/02/2022 | PATH | Buy Now | UiPath | $12.11 | 81.67% | $27 → $22 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | IOT | Buy Now | Samsara | $35.99 | -49.99% | $28 → $18 | Maintains | Outperform | Get Alert |
| 05/31/2022 | PATH | Buy Now | UiPath | $12.11 | 122.96% | $32 → $27 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | PD | Buy Now | PagerDuty | $20.20 | 102.97% | $46 → $41 | Maintains | Outperform | Get Alert |
| 05/31/2022 | OKTA | Buy Now | Okta | $94.03 | 54.21% | $260 → $145 | Maintains | Outperform | Get Alert |
| 05/31/2022 | ESTC | Buy Now | Elastic | $111.84 | -1.65% | $133 → $110 | Maintains | Outperform | Get Alert |
| 05/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -23.1% | $275 → $225 | Maintains | Outperform | Get Alert |
| 05/27/2022 | VMW | Buy Now | VMware | — | — | $140 → $142.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/26/2022 | SPLK | Buy Now | Splunk | — | — | $152 → $143 | Maintains | Outperform | Get Alert |
| 05/26/2022 | NTNX | Buy Now | Nutanix | $48.50 | -56.7% | $45 → $21 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ZS | Buy Now | Zscaler | $188.57 | 6.06% | $330 → $200 | Maintains | Outperform | Get Alert |
| 05/23/2022 | VMW | Buy Now | VMware | — | — | $153 → $140 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SUMO | Buy Now | Sumo Logic | — | — | $17 → $14 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SPLK | Buy Now | Splunk | — | — | $175 → $152 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ADSK | Buy Now | Autodesk | $242.45 | 5.18% | $295 → $255 | Maintains | Outperform | Get Alert |
| 05/18/2022 | TRMR | Buy Now | Tremor Intl | — | — | $20 → $21 | Maintains | Outperform | Get Alert |
| 05/13/2022 | PANW | Buy Now | Palo Alto Networks | $330.80 | 105.56% | $236.67 → $226.67 | Maintains | Outperform | Get Alert |
| 05/13/2022 | TRMR | Buy Now | Tremor Intl | — | — | $28 → $20 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NABL | Buy Now | N-able | $14.15 | -8.13% | $15 → $13 | Maintains | Outperform | Get Alert |
| 05/13/2022 | DT | Buy Now | Dynatrace | $44.05 | 6.7% | $65 → $47 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NET | Buy Now | Cloudflare | $79.32 | 26.07% | $120 → $100 | Maintains | Outperform | Get Alert |
| 05/11/2022 | OLO | Buy Now | Olo | $4.77 | 256.39% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/11/2022 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 45.51% | $31 → $29 | Maintains | Outperform | Get Alert |
| 05/11/2022 | BSY | Buy Now | Bentley Systems | $48.47 | -5.1% | $55 → $46 | Maintains | Outperform | Get Alert |
| 05/10/2022 | PUBM | Buy Now | PubMatic | $21.40 | 54.21% | $38 → $33 | Maintains | Outperform | Get Alert |
| 05/10/2022 | EVCM | Buy Now | EverCommerce | $11.79 | 44.19% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/09/2022 | TTD | Buy Now | Trade Desk | $96.03 | -11.49% | $105 → $85 | Maintains | Outperform | Get Alert |
| 05/09/2022 | JAMF | Buy Now | Jamf Holding | $18.32 | 112.88% | $47 → $39 | Maintains | Outperform | Get Alert |
| 05/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 55.54% | $35 → $31 | Maintains | Outperform | Get Alert |
| 05/02/2022 | DDOG | Buy Now | Datadog | $118.80 | 40.57% | $225 → $167 | Maintains | Outperform | Get Alert |
| 05/02/2022 | NET | Buy Now | Cloudflare | $79.32 | 51.29% | $155 → $120 | Maintains | Outperform | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $751.29 | -10.82% | $660 → $670 | Maintains | Outperform | Get Alert |
| 04/27/2022 | FFIV | Buy Now | F5 | $174.97 | 14.31% | $210 → $200 | Maintains | Sector Perform | Get Alert |
| 04/25/2022 | NOW | Buy Now | ServiceNow | $751.29 | -12.15% | $700 → $660 | Maintains | Outperform | Get Alert |
| 04/25/2022 | PTC | Buy Now | PTC | $175.92 | -26.1% | $150 → $130 | Maintains | Outperform | Get Alert |
| 04/25/2022 | CHKP | Buy Now | Check Point Software | $170.49 | -14.95% | $139 → $145 | Maintains | Sector Perform | Get Alert |
| 04/18/2022 | GTLB | Buy Now | GitLab | $53.84 | 18.87% | $60 → $64 | Maintains | Outperform | Get Alert |
| 04/12/2022 | SAIL | Buy Now | SailPoint Technologies | — | — | → $65.25 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/12/2022 | MSP | Buy Now | Datto Holding | — | — | $34 → $35.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/31/2022 | PATH | Buy Now | UiPath | $12.11 | 164.24% | $37 → $32 | Maintains | Sector Perform | Get Alert |
| 03/28/2022 | PATH | Buy Now | UiPath | $12.11 | 205.53% | $47 → $37 | Maintains | Sector Perform | Get Alert |
| 03/25/2022 | PANW | Buy Now | Palo Alto Networks | $330.80 | 114.63% | $223.33 → $236.67 | Maintains | Outperform | Get Alert |
| 03/21/2022 | ADBE | Buy Now | Adobe | $550.75 | 8.94% | $650 → $600 | Maintains | Outperform | Get Alert |
| 03/17/2022 | PD | Buy Now | PagerDuty | $20.20 | 127.72% | $45 → $46 | Maintains | Outperform | Get Alert |
| 03/16/2022 | PUBM | Buy Now | PubMatic | $21.40 | 77.57% | $46 → $38 | Maintains | Outperform | Get Alert |
| 03/15/2022 | EVCM | Buy Now | EverCommerce | $11.79 | 69.64% | $22 → $20 | Maintains | Outperform | Get Alert |
| 03/14/2022 | INFA | Buy Now | Informatica | $24.55 | 18.13% | $40 → $29 | Maintains | Outperform | Get Alert |
| 03/14/2022 | GTLB | Buy Now | GitLab | $53.84 | 11.44% | $90 → $60 | Maintains | Outperform | Get Alert |
| 03/10/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -6.02% | $250 → $275 | Maintains | Outperform | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $17.88 | 51.01% | $29 → $27 | Maintains | Outperform | Get Alert |
| 03/09/2022 | SUMO | Buy Now | Sumo Logic | — | — | $19 → $17 | Maintains | Outperform | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $19.93 | 75.61% | $42 → $35 | Maintains | Outperform | Get Alert |
| 03/07/2022 | CRWD | Buy Now | CrowdStrike Holdings | $292.60 | -14.56% | $275 → $250 | Maintains | Outperform | Get Alert |
| 03/02/2022 | JAMF | Buy Now | Jamf Holding | $18.32 | 156.55% | $45 → $47 | Maintains | Outperform | Get Alert |
| 03/02/2022 | BSY | Buy Now | Bentley Systems | $48.47 | 13.47% | $65 → $55 | Maintains | Outperform | Get Alert |
| 03/01/2022 | SAIL | Buy Now | SailPoint Technologies | — | — | $55 → $59 | Maintains | Outperform | Get Alert |
| 02/28/2022 | OKTA | Buy Now | Okta | $94.03 | 176.51% | $300 → $260 | Maintains | Outperform | Get Alert |
| 02/25/2022 | ANSS | Buy Now | Ansys | $314.54 | 11.27% | $425 → $350 | Maintains | Sector Perform | Get Alert |
| 02/22/2022 | ADSK | Buy Now | Autodesk | $242.45 | 23.74% | $343 → $300 | Maintains | Outperform | Get Alert |
| 02/17/2022 | QTWO | Buy Now | Q2 Holdings | $65.37 | 37.68% | $110 → $90 | Maintains | Outperform | Get Alert |
| 02/07/2022 | RPD | Buy Now | Rapid7 | $40.00 | 225% | $157 → $130 | Maintains | Outperform | Get Alert |
| 02/04/2022 | GTLB | Buy Now | GitLab | $53.84 | — | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/26/2022 | FFIV | Buy Now | F5 | $174.97 | 20.02% | $220 → $210 | Maintains | Sector Perform | Get Alert |
| 01/10/2022 | IOT | Buy Now | Samsara | $35.99 | -22.2% | → $28 | Initiates | → Outperform | Get Alert |
| 12/09/2021 | XMTR | Buy Now | Xometry | $14.20 | 308.45% | — | Maintains | Outperform | Get Alert |
| 12/07/2021 | SUMO | Buy Now | Sumo Logic | — | — | — | Maintains | Outperform | Get Alert |
| 12/07/2021 | GTLB | Buy Now | GitLab | $53.84 | 98.74% | — | Maintains | Sector Perform | Get Alert |
| 12/03/2021 | SCWX | Buy Now | SecureWorks | $7.50 | 153.33% | — | Maintains | Sector Perform | Get Alert |
| 12/02/2021 | SPLK | Buy Now | Splunk | — | — | — | Maintains | Outperform | Get Alert |
| 11/29/2021 | ZS | Buy Now | Zscaler | $188.57 | 101.52% | — | Maintains | Outperform | Get Alert |
| 11/24/2021 | ADSK | Buy Now | Autodesk | $242.45 | 41.47% | — | Maintains | Outperform | Get Alert |
| 11/22/2021 | INFA | Buy Now | Informatica | $24.55 | 62.93% | — | Initiates | → Outperform | Get Alert |
| 11/19/2021 | PANW | Buy Now | Palo Alto Networks | $330.80 | 99.52% | — | Maintains | Outperform | Get Alert |
| 11/19/2021 | DDOG | Buy Now | Datadog | $118.80 | 97.81% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/15/2021 | PANW | Buy Now | Palo Alto Networks | $330.80 | 78.36% | — | Maintains | Outperform | Get Alert |
| 11/11/2021 | XMTR | Buy Now | Xometry | $14.20 | 273.24% | — | Upgrade | Sector Perform → Outperform | Get Alert |
