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Ittai Kidron is an analyst at Oppenheimer. 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.
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 07/20/2026 | DT | Buy Now | Dynatrace | $41.62 | 32.15% | $45 → $55 | Maintains | Outperform | Get Alert | |
| 07/20/2026 | DDOG | Buy Now | Datadog | $250.34 | 19.84% | $220 → $300 | Maintains | Outperform | Get Alert | |
| 07/01/2026 | PRGS | Buy Now | Progress Software | $38.21 | 30.86% | $57 → $50 | Maintains | Outperform | Get Alert | |
| 06/04/2026 | NTSK | Buy Now | Netskope | $11.18 | 43.07% | $19 → $16 | Maintains | Outperform | Get Alert | |
| 06/03/2026 | PANW | Buy Now | Palo Alto Networks | $324.55 | 7.84% | $275 → $350 | Maintains | Outperform | Get Alert | |
| 05/29/2026 | MDB | Buy Now | MongoDB | $297.50 | 37.82% | $375 → $410 | Maintains | Outperform | Get Alert | |
| 05/29/2026 | ESTC | Buy Now | Elastic | $58.70 | 27.77% | $85 → $75 | Maintains | Outperform | Get Alert | |
| 05/28/2026 | SNOW | Buy Now | Snowflake | $268.00 | 10.07% | $250 → $295 | Maintains | Outperform | Get Alert | |
| 05/21/2026 | S | Buy Now | SentinelOne | $18.17 | 15.58% | $18 → $21 | Maintains | Outperform | Get Alert | |
| 05/18/2026 | TWLO | Buy Now | Twilio | $191.00 | 23.04% | $200 → $235 | Maintains | Outperform | Get Alert | |
| 05/15/2026 | PANW | Buy Now | Palo Alto Networks | $324.55 | -15.27% | $245 → $275 | Maintains | Outperform | Get Alert | |
| 05/11/2026 | TEAM | Buy Now | Atlassian | $86.06 | 27.82% | $100 → $110 | Maintains | Outperform | Get Alert | |
| 04/17/2026 | TEAM | Buy Now | Atlassian | $86.06 | 16.2% | $150 → $100 | Maintains | Outperform | Get Alert | |
| 03/31/2026 | PRGS | Buy Now | Progress Software | $38.21 | 49.18% | $70 → $57 | Maintains | Outperform | Get Alert | |
| 03/13/2026 | S | Buy Now | SentinelOne | $18.17 | -0.94% | $20 → $18 | Maintains | Outperform | Get Alert | |
| 03/12/2026 | NTSK | Buy Now | Netskope | $11.18 | 69.9% | $23 → $19 | Reiterates | Outperform → Outperform | Get Alert | |
| 03/10/2026 | ZS | Buy Now | Zscaler | $142.30 | 75.69% | $280 → $250 | Maintains | Outperform | Get Alert | |
| 03/03/2026 | MDB | Buy Now | MongoDB | $297.50 | 26.05% | $425 → $375 | Maintains | Outperform | Get Alert | |
| 03/02/2026 | S | Buy Now | SentinelOne | $18.17 | 10.07% | $24 → $20 | Maintains | Outperform | Get Alert | |
| 03/02/2026 | NTSK | Buy Now | Netskope | $11.18 | 105.67% | $28 → $23 | Maintains | Outperform | Get Alert | |
| 02/27/2026 | ZS | Buy Now | Zscaler | $142.30 | 96.77% | $345 → $280 | Maintains | Outperform | Get Alert | |
| 02/27/2026 | ESTC | Buy Now | Elastic | $58.70 | 44.8% | $100 → $85 | Maintains | Outperform | Get Alert | |
| 02/24/2026 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 172.94% | $580 → $500 | Reiterates | Outperform → Outperform | Get Alert | |
| 02/24/2026 | BLZE | Buy Now | Backblaze | $11.35 | -25.11% | $9.5 → $8.5 | Maintains | Outperform | Get Alert | |
| 02/18/2026 | SNOW | Buy Now | Snowflake | $268.00 | -6.72% | $295 → $250 | Maintains | Outperform | Get Alert | |
| 02/18/2026 | MDB | Buy Now | MongoDB | $297.50 | 42.86% | $490 → $425 | Maintains | Outperform | Get Alert | |
| 02/06/2026 | TEAM | Buy Now | Atlassian | $86.06 | 74.3% | $275 → $150 | Maintains | Outperform | Get Alert | |
| 12/09/2025 | CFLT | Buy Now | Confluent | — | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 12/05/2025 | S | Buy Now | SentinelOne | $18.17 | 32.09% | $26 → $24 | Maintains | Outperform | Get Alert | |
| 12/02/2025 | MDB | Buy Now | MongoDB | $297.50 | 51.26% | $385 → $450 | Maintains | Outperform | Get Alert | |
| 11/21/2025 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 216.61% | $560 → $580 | Maintains | Outperform | Get Alert | |
| 11/20/2025 | PANW | Buy Now | Palo Alto Networks | $324.55 | -24.51% | $245 → $245 | Maintains | Outperform | Get Alert | |
| 11/07/2025 | FROG | Buy Now | JFrog | $80.70 | -7.06% | → $75 | Upgrade | Perform → Outperform | Get Alert | |
| 10/28/2025 | CFLT | Buy Now | Confluent | — | — | $26 → $29 | Maintains | Outperform | Get Alert | |
| 10/17/2025 | PANW | Buy Now | Palo Alto Networks | $324.55 | -24.51% | $225 → $245 | Maintains | Outperform | Get Alert | |
| 10/17/2025 | DDOG | Buy Now | Datadog | $250.34 | -22.11% | $165 → $195 | Maintains | Outperform | Get Alert | |
| 10/17/2025 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 205.69% | $520 → $560 | Maintains | Outperform | Get Alert | |
| 10/17/2025 | BLZE | Buy Now | Backblaze | $11.35 | -3.09% | $10 → $11 | Maintains | Outperform | Get Alert | |
| 09/18/2025 | MDB | Buy Now | MongoDB | $297.50 | 29.41% | $325 → $385 | Maintains | Outperform | Get Alert | |
| 08/29/2025 | ESTC | Buy Now | Elastic | $58.70 | 102.73% | $100 → $119 | Maintains | Outperform | Get Alert | |
| 08/28/2025 | SNOW | Buy Now | Snowflake | $268.00 | 2.61% | $250 → $275 | Maintains | Outperform | Get Alert | |
| 08/28/2025 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 183.86% | $520 → $520 | Maintains | Outperform | Get Alert | |
| 08/27/2025 | MDB | Buy Now | MongoDB | $297.50 | 9.24% | $275 → $325 | Maintains | Outperform | Get Alert | |
| 08/27/2025 | DT | Buy Now | Dynatrace | $41.62 | 56.17% | → $65 | Initiates | → Outperform | Get Alert | |
| 08/01/2025 | CYBR | Buy Now | CyberArk Software | — | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 07/31/2025 | CFLT | Buy Now | Confluent | — | — | $32 → $26 | Maintains | Outperform | Get Alert | |
| 07/21/2025 | ESTC | Buy Now | Elastic | $58.70 | 70.36% | $120 → $100 | Maintains | Outperform | Get Alert | |
| 07/21/2025 | TEAM | Buy Now | Atlassian | $86.06 | 219.54% | $300 → $275 | Maintains | Outperform | Get Alert | |
| 06/06/2025 | SNOW | Buy Now | Snowflake | $268.00 | -6.72% | $225 → $250 | Maintains | Outperform | Get Alert | |
| 06/06/2025 | ZS | Buy Now | Zscaler | $142.30 | 142.45% | $290 → $345 | Maintains | Outperform | Get Alert | |
| 06/04/2025 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 183.86% | $410 → $520 | Maintains | Outperform | Get Alert | |
| 05/30/2025 | ZS | Buy Now | Zscaler | $142.30 | 103.8% | $250 → $290 | Maintains | Outperform | Get Alert | |
| 05/22/2025 | SNOW | Buy Now | Snowflake | $268.00 | -16.04% | $210 → $225 | Maintains | Outperform | Get Alert | |
| 05/01/2025 | CFLT | Buy Now | Confluent | — | — | $35 → $32 | Maintains | Outperform | Get Alert | |
| 04/22/2025 | SNOW | Buy Now | Snowflake | $268.00 | -21.64% | $220 → $210 | Maintains | Outperform | Get Alert | |
| 03/06/2025 | MDB | Buy Now | MongoDB | $297.50 | 10.92% | $400 → $330 | Maintains | Outperform | Get Alert | |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $268.00 | -17.91% | $200 → $220 | Maintains | Outperform | Get Alert | |
| 01/31/2025 | TEAM | Buy Now | Atlassian | $86.06 | 341.55% | $300 → $380 | Maintains | Outperform | Get Alert | |
| 01/24/2025 | TWLO | Buy Now | Twilio | $191.00 | -16.23% | $90 → $160 | Maintains | Outperform | Get Alert | |
| 01/15/2025 | S | Buy Now | SentinelOne | $18.17 | 76.11% | → $32 | Initiates | → Outperform | Get Alert | |
| 01/13/2025 | SNOW | Buy Now | Snowflake | $268.00 | -25.37% | $180 → $200 | Maintains | Outperform | Get Alert | |
| 01/06/2025 | TEAM | Buy Now | Atlassian | $86.06 | 248.59% | $270 → $300 | Maintains | Outperform | Get Alert | |
| 12/10/2024 | MDB | Buy Now | MongoDB | $297.50 | 34.45% | $350 → $400 | Maintains | Outperform | Get Alert | |
| 12/06/2024 | ASAN | Buy Now | Asana | $6.93 | 217.46% | $20 → $22 | Maintains | Outperform | Get Alert | |
| 12/03/2024 | ZS | Buy Now | Zscaler | $142.30 | 75.69% | $230 → $250 | Maintains | Outperform | Get Alert | |
| 11/27/2024 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 123.81% | $365 → $410 | Maintains | Outperform | Get Alert | |
| 11/22/2024 | ESTC | Buy Now | Elastic | $58.70 | 138.5% | $125 → $140 | Maintains | Outperform | Get Alert | |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $268.00 | -32.84% | $180 → $180 | Maintains | Outperform | Get Alert | |
| 11/21/2024 | PANW | Buy Now | Palo Alto Networks | $324.55 | 38.65% | $450 → $450 | Maintains | Outperform | Get Alert | |
| 11/01/2024 | TEAM | Buy Now | Atlassian | $86.06 | 213.73% | $230 → $270 | Maintains | Outperform | Get Alert | |
| 10/31/2024 | TWLO | Buy Now | Twilio | $191.00 | -52.88% | $85 → $90 | Maintains | Outperform | Get Alert | |
| 10/22/2024 | TWLO | Buy Now | Twilio | $191.00 | -55.5% | $65 → $85 | Maintains | Outperform | Get Alert | |
| 10/22/2024 | PRGS | Buy Now | Progress Software | $38.21 | 109.37% | $70 → $80 | Maintains | Outperform | Get Alert | |
| 10/22/2024 | PANW | Buy Now | Palo Alto Networks | $324.55 | 38.65% | $410 → $450 | Maintains | Outperform | Get Alert | |
| 09/25/2024 | PRGS | Buy Now | Progress Software | $38.21 | 83.2% | $66 → $70 | Maintains | Outperform | Get Alert | |
| 09/23/2024 | TEAM | Buy Now | Atlassian | $86.06 | 167.26% | $230 → $230 | Reiterates | Outperform → Outperform | Get Alert | |
| 09/05/2024 | BASE | Buy Now | Couchbase | — | — | $25 → $23 | Maintains | Outperform | Get Alert | |
| 09/04/2024 | ZS | Buy Now | Zscaler | $142.30 | 61.64% | $260 → $230 | Maintains | Outperform | Get Alert | |
| 09/04/2024 | ASAN | Buy Now | Asana | $6.93 | 188.6% | $23 → $20 | Maintains | Outperform | Get Alert | |
| 08/30/2024 | MDB | Buy Now | MongoDB | $297.50 | 17.65% | $300 → $350 | Maintains | Outperform | Get Alert | |
| 08/30/2024 | ESTC | Buy Now | Elastic | $58.70 | 112.95% | $150 → $125 | Maintains | Outperform | Get Alert | |
| 08/29/2024 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 99.25% | $450 → $365 | Maintains | Outperform | Get Alert | |
| 08/20/2024 | PANW | Buy Now | Palo Alto Networks | $324.55 | 26.33% | $390 → $410 | Maintains | Outperform | Get Alert | |
| 08/09/2024 | BLZE | Buy Now | Backblaze | $11.35 | -11.9% | $11 → $10 | Maintains | Outperform | Get Alert | |
| 08/08/2024 | FROG | Buy Now | JFrog | $80.70 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 08/02/2024 | TEAM | Buy Now | Atlassian | $86.06 | 167.26% | $250 → $230 | Maintains | Outperform | Get Alert | |
| 06/26/2024 | PRGS | Buy Now | Progress Software | $38.21 | 72.73% | $66 → $66 | Maintains | Outperform | Get Alert | |
| 06/06/2024 | BASE | Buy Now | Couchbase | — | — | $36 → $30 | Maintains | Outperform | Get Alert | |
| 06/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 118.35% | $355 → $400 | Maintains | Outperform | Get Alert | |
| 05/31/2024 | ZS | Buy Now | Zscaler | $142.30 | 82.72% | $290 → $260 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/31/2024 | MDB | Buy Now | MongoDB | $297.50 | 0.84% | $480 → $300 | Maintains | Outperform | Get Alert | |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $268.00 | -17.91% | $220 → $220 | Maintains | Outperform | Get Alert | |
| 05/21/2024 | PANW | Buy Now | Palo Alto Networks | $324.55 | 1.68% | $330 → $330 | Maintains | Outperform | Get Alert | |
| 05/17/2024 | CFLT | Buy Now | Confluent | — | — | → $37 | Initiates | → Outperform | Get Alert | |
| 05/16/2024 | CSCO | Buy Now | Cisco Systems | $113.91 | -49.08% | $54 → $58 | Maintains | Outperform | Get Alert | |
| 04/26/2024 | TEAM | Buy Now | Atlassian | $86.06 | 190.5% | $300 → $250 | Maintains | Outperform | Get Alert | |
| 04/17/2024 | TWLO | Buy Now | Twilio | $191.00 | -60.73% | $75 → $75 | Maintains | Outperform | Get Alert | |
| 04/17/2024 | PANW | Buy Now | Palo Alto Networks | $324.55 | 1.68% | $305 → $330 | Maintains | Outperform | Get Alert | |
| 04/17/2024 | BLZE | Buy Now | Backblaze | $11.35 | 14.53% | $11 → $13 | Maintains | Outperform | Get Alert | |
| 03/27/2024 | PRGS | Buy Now | Progress Software | $38.21 | 72.73% | $66 → $66 | Maintains | Outperform | Get Alert | |
| 03/08/2024 | BBAI | Buy Now | BigBear.ai Hldgs | $2.76 | — | — | Maintains | Perform | Get Alert | |
| 03/06/2024 | HCP | Buy Now | HashiCorp | — | — | $34 → $34 | Maintains | Outperform | Get Alert | |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 93.79% | $300 → $355 | Maintains | Outperform | Get Alert | |
| 03/06/2024 | BASE | Buy Now | Couchbase | — | — | $25 → $36 | Maintains | Outperform | Get Alert | |
| 03/01/2024 | ESTC | Buy Now | Elastic | $58.70 | 121.47% | $110 → $130 | Maintains | Outperform | Get Alert | |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $268.00 | -17.91% | $240 → $220 | Maintains | Outperform | Get Alert | |
| 02/29/2024 | OKTA | Buy Now | Okta | $138.20 | -9.55% | $110 → $125 | Maintains | Outperform | Get Alert | |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $324.55 | -6.02% | $310 → $305 | Maintains | Outperform | Get Alert | |
| 02/16/2024 | BLZE | Buy Now | Backblaze | $11.35 | -3.09% | $7.5 → $11 | Maintains | Outperform | Get Alert | |
| 02/13/2024 | ANET | Buy Now | Arista Networks | $173.00 | — | — | Maintains | Perform | Get Alert | |
| 01/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 63.76% | $240 → $300 | Maintains | Outperform | Get Alert | |
| 01/03/2024 | FROG | Buy Now | JFrog | $80.70 | -49.19% | $35 → $41 | Maintains | Outperform | Get Alert | |
| 12/01/2023 | ESTC | Buy Now | Elastic | $58.70 | 87.39% | $95 → $110 | Maintains | Outperform | Get Alert | |
| 11/30/2023 | SNOW | Buy Now | Snowflake | $268.00 | -10.45% | $220 → $240 | Maintains | Outperform | Get Alert | |
| 11/30/2023 | OKTA | Buy Now | Okta | $138.20 | -20.41% | → $110 | Reiterates | Outperform → Outperform | Get Alert | |
| 11/29/2023 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 31.01% | $215 → $240 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | PANW | Buy Now | Palo Alto Networks | $324.55 | -4.48% | → $310 | Reiterates | Outperform → Outperform | Get Alert | |
| 11/16/2023 | CSCO | Buy Now | Cisco Systems | $113.91 | -52.59% | $58 → $54 | Maintains | Outperform | Get Alert | |
| 11/03/2023 | FTNT | Buy Now | Fortinet | $153.00 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 09/27/2023 | PRGS | Buy Now | Progress Software | $38.21 | 72.73% | $66 → $66 | Reiterates | Outperform → Outperform | Get Alert | |
| 09/06/2023 | ZS | Buy Now | Zscaler | $142.30 | 33.52% | $180 → $190 | Maintains | Outperform | Get Alert | |
| 09/01/2023 | MDB | Buy Now | MongoDB | $297.50 | 61.34% | $430 → $480 | Maintains | Outperform | Get Alert | |
| 09/01/2023 | HCP | Buy Now | HashiCorp | — | — | → $42 | Reiterates | Outperform → Outperform | Get Alert | |
| 09/01/2023 | ESTC | Buy Now | Elastic | $58.70 | 36.29% | → $80 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/31/2023 | OKTA | Buy Now | Okta | $138.20 | -20.41% | → $110 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/31/2023 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | -4.47% | → $175 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/24/2023 | SNOW | Buy Now | Snowflake | $268.00 | -17.91% | → $220 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | → $115 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/21/2023 | PANW | Buy Now | Palo Alto Networks | $324.55 | -10.65% | → $290 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/17/2023 | CSCO | Buy Now | Cisco Systems | $113.91 | -49.08% | → $58 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/09/2023 | DDOG | Buy Now | Datadog | $250.34 | -52.07% | $120 → $120 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/09/2023 | BLZE | Buy Now | Backblaze | $11.35 | -33.92% | → $7.5 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/08/2023 | AYX | Buy Now | Alteryx | — | — | $65 → $55 | Maintains | Outperform | Get Alert | |
| 08/04/2023 | TEAM | Buy Now | Atlassian | $86.06 | 173.07% | $200 → $235 | Maintains | Outperform | Get Alert | |
| 08/03/2023 | FROG | Buy Now | JFrog | $80.70 | -56.63% | $35 → $35 | Reiterates | Outperform → Outperform | Get Alert | |
| 07/17/2023 | SNOW | Buy Now | Snowflake | $268.00 | -17.91% | $190 → $220 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | PANW | Buy Now | Palo Alto Networks | $324.55 | -10.65% | $250 → $290 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | FROG | Buy Now | JFrog | $80.70 | -56.63% | $26 → $35 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | FTNT | Buy Now | Fortinet | $153.00 | -37.91% | $70 → $95 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | DDOG | Buy Now | Datadog | $250.34 | -52.07% | $105 → $120 | Maintains | Outperform | Get Alert | |
| 06/30/2023 | PRGS | Buy Now | Progress Software | $38.21 | 72.73% | $63 → $66 | Maintains | Outperform | Get Alert | |
| 06/08/2023 | HCP | Buy Now | HashiCorp | — | — | → $42 | Reiterates | Outperform → Outperform | Get Alert | |
| 06/08/2023 | ZS | Buy Now | Zscaler | $142.30 | 26.5% | → $180 | Initiates | → Outperform | Get Alert | |
| 06/07/2023 | BASE | Buy Now | Couchbase | — | — | → $20 | Reiterates | Outperform → Outperform | Get Alert | |
| 06/02/2023 | ESTC | Buy Now | Elastic | $58.70 | 36.29% | → $80 | Reiterates | Outperform → Outperform | Get Alert | |
| 06/02/2023 | MDB | Buy Now | MongoDB | $297.50 | 44.54% | $270 → $430 | Maintains | Outperform | Get Alert | |
| 06/01/2023 | OKTA | Buy Now | Okta | $138.20 | -20.41% | → $110 | Reiterates | Outperform → Outperform | Get Alert | |
| 06/01/2023 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | -4.47% | → $175 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | → $115 | Maintains | Outperform | Get Alert | |
| 05/25/2023 | SNOW | Buy Now | Snowflake | $268.00 | -29.1% | → $190 | Maintains | Outperform | Get Alert | |
| 05/18/2023 | CSCO | Buy Now | Cisco Systems | $113.91 | -49.08% | → $58 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/10/2023 | TWLO | Buy Now | Twilio | $191.00 | -60.73% | $85 → $75 | Maintains | Outperform | Get Alert | |
| 04/28/2023 | AYX | Buy Now | Alteryx | — | — | $80 → $65 | Maintains | Outperform | Get Alert | |
| 04/17/2023 | PANW | Buy Now | Palo Alto Networks | $324.55 | -22.97% | $220 → $250 | Maintains | Outperform | Get Alert | |
| 04/17/2023 | OKTA | Buy Now | Okta | $138.20 | -20.41% | $95 → $110 | Maintains | Outperform | Get Alert | |
| 04/17/2023 | FROG | Buy Now | JFrog | $80.70 | -67.78% | $30 → $26 | Maintains | Outperform | Get Alert | |
| 04/17/2023 | BLZE | Buy Now | Backblaze | $11.35 | -33.92% | $8.5 → $7.5 | Maintains | Outperform | Get Alert | |
| 04/17/2023 | TEAM | Buy Now | Atlassian | $86.06 | 132.4% | → $200 | Reiterates | → Outperform | Get Alert | |
| 04/17/2023 | AYX | Buy Now | Alteryx | — | — | → $80 | Reiterates | → Outperform | Get Alert | |
| 03/29/2023 | PRGS | Buy Now | Progress Software | $38.21 | 64.88% | $53 → $63 | Maintains | Outperform | Get Alert | |
| 03/09/2023 | MDB | Buy Now | MongoDB | $297.50 | -9.24% | $320 → $270 | Maintains | Outperform | Get Alert | |
| 03/02/2023 | OKTA | Buy Now | Okta | $138.20 | -31.26% | $85 → $95 | Maintains | Outperform | Get Alert | |
| 02/10/2023 | AYX | Buy Now | Alteryx | — | — | $70 → $80 | Maintains | Outperform | Get Alert | |
| 01/24/2023 | ROK | Buy Now | Rockwell Automation | $462.16 | -37.25% | $278 → $290 | Maintains | Outperform | Get Alert | |
| 12/14/2022 | DDOG | Buy Now | Datadog | $250.34 | -58.06% | → $105 | Upgrade | Perform → Outperform | Get Alert | |
| 12/07/2022 | MDB | Buy Now | MongoDB | $297.50 | 7.56% | $375 → $320 | Maintains | Outperform | Get Alert | |
| 12/01/2022 | OKTA | Buy Now | Okta | $138.20 | -38.49% | $95 → $85 | Maintains | Outperform | Get Alert | |
| 12/01/2022 | ESTC | Buy Now | Elastic | $58.70 | 53.32% | $110 → $90 | Maintains | Outperform | Get Alert | |
| 11/03/2022 | FTNT | Buy Now | Fortinet | $153.00 | -54.25% | $80 → $70 | Maintains | Outperform | Get Alert | |
| 09/01/2022 | OKTA | Buy Now | Okta | $138.20 | -16.79% | $140 → $115 | Maintains | Outperform | Get Alert | |
| 08/25/2022 | SNOW | Buy Now | Snowflake | $268.00 | -14.18% | $200 → $230 | Maintains | Outperform | Get Alert | |
| 08/10/2022 | BBAI | Buy Now | BigBear.ai Hldgs | $2.76 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 08/08/2022 | TWLO | Buy Now | Twilio | $191.00 | 9.95% | $260 → $210 | Maintains | Outperform | Get Alert | |
| 06/29/2022 | PRGS | Buy Now | Progress Software | $38.21 | 38.71% | $60 → $53 | Maintains | Outperform | Get Alert | |
| 06/28/2022 | FTNT | Buy Now | Fortinet | $153.00 | -47.71% | $400 → $80 | Maintains | Outperform | Get Alert | |
| 06/09/2022 | BASE | Buy Now | Couchbase | — | — | $25 → $22 | Maintains | Outperform | Get Alert | |
| 06/03/2022 | ASAN | Buy Now | Asana | $6.93 | 477.2% | $60 → $40 | Maintains | Outperform | Get Alert | |
| 06/03/2022 | OKTA | Buy Now | Okta | $138.20 | 23.01% | $210 → $170 | Maintains | Outperform | Get Alert | |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 36.47% | $300 → $250 | Maintains | Outperform | Get Alert | |
| 06/02/2022 | MDB | Buy Now | MongoDB | $297.50 | 34.45% | $490 → $400 | Maintains | Outperform | Get Alert | |
| 05/26/2022 | SNOW | Buy Now | Snowflake | $268.00 | -14.18% | $280 → $230 | Maintains | Outperform | Get Alert | |
| 05/19/2022 | CSCO | Buy Now | Cisco Systems | $113.91 | -56.11% | $60 → $50 | Maintains | Outperform | Get Alert | |
| 03/28/2022 | BBAI | Buy Now | BigBear.ai Hldgs | $2.76 | 262.29% | → $10 | Initiates | → Outperform | Get Alert | |
| 03/16/2022 | SMAR | Buy Now | Smartsheet | — | — | $95 → $80 | Maintains | Outperform | Get Alert | |
| 03/04/2022 | ESTC | Buy Now | Elastic | $58.70 | 155.54% | $185 → $150 | Maintains | Outperform | Get Alert | |
| 03/03/2022 | OKTA | Buy Now | Okta | $138.20 | 80.9% | $295 → $250 | Maintains | Outperform | Get Alert | |
| 03/03/2022 | SPLK | Buy Now | Splunk | — | — | $203 → $175 | Maintains | Outperform | Get Alert | |
| 02/25/2022 | VMW | Buy Now | VMware | — | — | $148 → $135 | Maintains | Outperform | Get Alert | |
| 12/08/2021 | BASE | Buy Now | Couchbase | — | — | $44 → $50 | Maintains | Outperform | Get Alert | |
| 12/06/2021 | BLZE | Buy Now | Backblaze | $11.35 | — | — | Initiates | → Outperform | Get Alert | |
| 11/19/2021 | PANW | Buy Now | Palo Alto Networks | $324.55 | 84.87% | $550 → $600 | Maintains | Outperform | Get Alert | |
| 11/05/2021 | FTNT | Buy Now | Fortinet | $153.00 | 161.44% | $345 → $400 | Maintains | Outperform | Get Alert | |
| 11/03/2021 | VMW | Buy Now | VMware | — | — | $175 → $148 | Maintains | Outperform | Get Alert | |
| 10/29/2021 | TEAM | Buy Now | Atlassian | $86.06 | 480.99% | $420 → $500 | Maintains | Outperform | Get Alert | |
| 09/14/2021 | PANW | Buy Now | Palo Alto Networks | $324.55 | 63.3% | $475 → $530 | Maintains | Outperform | Get Alert | |
| 09/09/2021 | BASE | Buy Now | Couchbase | — | — | $40 → $50 | Maintains | Outperform | Get Alert | |
| 09/08/2021 | SMAR | Buy Now | Smartsheet | — | — | $85 → $95 | Maintains | Outperform | Get Alert | |
| 09/03/2021 | MDB | Buy Now | MongoDB | $297.50 | 57.98% | $400 → $470 | Maintains | Outperform | Get Alert | |
| 09/02/2021 | ASAN | Buy Now | Asana | $6.93 | 1126.55% | $77 → $85 | Maintains | Outperform | Get Alert | |
| 08/19/2021 | CSCO | Buy Now | Cisco Systems | $113.91 | -47.33% | $55 → $60 | Maintains | Outperform | Get Alert | |
| 08/16/2021 | KLTR | Buy Now | Kaltura | $1.40 | 971.43% | → $15 | Initiates | → Outperform | Get Alert | |
| 08/06/2021 | FROG | Buy Now | JFrog | $80.70 | -31.85% | $61 → $55 | Maintains | Outperform | Get Alert | |
| 07/15/2021 | PRGS | Buy Now | Progress Software | $38.21 | 41.32% | → $54 | Initiates | → Outperform | Get Alert | |
| 06/23/2021 | NTNX | Buy Now | Nutanix | $55.04 | -20.06% | $40 → $44 | Maintains | Outperform | Get Alert | |
| 04/09/2021 | CHKP | Buy Now | Check Point Software | $130.57 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 04/09/2021 | TUFN | Buy Now | Tufin Software | — | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 03/17/2021 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 22.82% | $190 → $225 | Maintains | Outperform | Get Alert | |
| 02/23/2021 | PANW | Buy Now | Palo Alto Networks | $324.55 | 29.41% | $305 → $420 | Maintains | Outperform | Get Alert | |
| 02/11/2021 | SPLK | Buy Now | Splunk | — | — | → $203 | Assumes | → Outperform | Get Alert | |
| 02/11/2021 | PANW | Buy Now | Palo Alto Networks | $324.55 | -6.02% | → $305 | Assumes | → Outperform | Get Alert | |
| 02/11/2021 | OKTA | Buy Now | Okta | $138.20 | 113.46% | → $295 | Assumes | → Outperform | Get Alert | |
| 02/11/2021 | FTNT | Buy Now | Fortinet | $153.00 | 24.18% | → $190 | Assumes | → Outperform | Get Alert | |
| 02/11/2021 | CRWD | Buy Now | CrowdStrike Holdings | $183.19 | 3.72% | → $190 | Assumes | → Outperform | Get Alert | |
| 02/11/2021 | CHKP | Buy Now | Check Point Software | $130.57 | 18.71% | → $155 | Assumes | → Outperform | Get Alert | |
| 02/05/2021 | NEWR | Buy Now | New Relic | — | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 12/14/2020 | NTNX | Buy Now | Nutanix | $55.04 | — | — | Upgrade | Perform → Outperform | Get Alert | |
| 11/16/2020 | TWLO | Buy Now | Twilio | $191.00 | 187.96% | $350 → $550 | Maintains | Outperform | Get Alert | |
| 10/12/2020 | FROG | Buy Now | JFrog | $80.70 | 11.52% | → $90 | Initiates | → Outperform | Get Alert | |
| 10/12/2020 | SNOW | Buy Now | Snowflake | $268.00 | 11.94% | → $300 | Initiates | → Outperform | Get Alert | |
| 09/03/2020 | MDB | Buy Now | MongoDB | $297.50 | -7.56% | $240 → $275 | Maintains | Outperform | Get Alert | |
| 09/03/2020 | SMAR | Buy Now | Smartsheet | — | — | $56 → $65 | Maintains | Outperform | Get Alert | |
| 06/04/2020 | SMAR | Buy Now | Smartsheet | — | — | $48 → $52 | Maintains | Outperform | Get Alert | |
| 06/01/2020 | TWLO | Buy Now | Twilio | $191.00 | 20.42% | $160 → $230 | Maintains | Outperform | Get Alert | |
| 05/22/2020 | SPLK | Buy Now | Splunk | — | — | $145 → $190 | Maintains | Outperform | Get Alert | |
| 05/07/2020 | TWLO | Buy Now | Twilio | $191.00 | -16.23% | $125 → $160 | Maintains | Outperform | Get Alert | |
| 05/01/2020 | TEAM | Buy Now | Atlassian | $86.06 | 97.54% | $155 → $170 | Maintains | Outperform | Get Alert | |
| 04/29/2020 | JNPR | Buy Now | Juniper Networks | — | — | $24 → $26 | Maintains | Outperform | Get Alert | |
| 01/06/2020 | ESTC | Buy Now | Elastic | $58.70 | 87.39% | → $110 | Reiterates | → Outperform | Get Alert | |
| 10/11/2019 | NEWR | Buy Now | New Relic | — | — | $85 → $80 | Maintains | Outperform | Get Alert | |
| 10/11/2019 | MDB | Buy Now | MongoDB | $297.50 | -47.9% | $180 → $155 | Maintains | Outperform | Get Alert | |
| 10/11/2019 | TWLO | Buy Now | Twilio | $191.00 | -24.08% | $160 → $145 | Maintains | Outperform | Get Alert | |
| 09/06/2019 | VMW | Buy Now | VMware | — | — | → $200 | Maintains | Outperform | Get Alert |

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