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James Fish is an analyst at Piper Sandler. 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 03/25/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/14/2025 | RBRK | Buy Now | Rubrik | $74.98 | 16.02% | James Fish66% | $83 → $87 | Maintains | Overweight | Get Alert |
| 03/13/2025 | NET | Buy Now | Cloudflare | $128.86 | 1.66% | James Fish66% | $153 → $131 | Maintains | Neutral | Get Alert |
| 03/10/2025 | IOT | Buy Now | Samsara | $42.84 | 16.71% | James Fish66% | $50 → $50 | Upgrade | Neutral → Overweight | Get Alert |
| 02/27/2025 | NTNX | Buy Now | Nutanix | $75.00 | 17.33% | James Fish66% | $83 → $88 | Maintains | Overweight | Get Alert |
| 02/21/2025 | RNG | Buy Now | RingCentral | $27.90 | 11.11% | James Fish66% | $38 → $31 | Maintains | Neutral | Get Alert |
| 02/21/2025 | FIVN | Buy Now | Five9 | $31.08 | 70.53% | James Fish66% | $46 → $53 | Maintains | Overweight | Get Alert |
| 02/21/2025 | AKAM | Buy Now | Akamai Techs | $82.42 | 21.32% | James Fish66% | $112 → $100 | Downgrade | Overweight → Neutral | Get Alert |
| 02/19/2025 | ANET | Buy Now | Arista Networks | $87.28 | 23.73% | James Fish66% | $106 → $108 | Reiterates | Neutral → Neutral | Get Alert |
| 02/13/2025 | FSLY | Buy Now | Fastly | $7.24 | 24.4% | James Fish66% | $10 → $9 | Reiterates | Neutral → Neutral | Get Alert |
| 02/13/2025 | CSCO | Buy Now | Cisco Systems | $60.98 | 18.08% | James Fish66% | $57 → $72 | Maintains | Neutral | Get Alert |
| 02/07/2025 | NET | Buy Now | Cloudflare | $128.86 | 18.73% | James Fish66% | $92 → $153 | Maintains | Neutral | Get Alert |
| 01/29/2025 | FFIV | Buy Now | F5 | $273.01 | 11.35% | James Fish66% | $246 → $304 | Maintains | Neutral | Get Alert |
| 01/24/2025 | TWLO | Buy Now | Twilio | $107.13 | 32.55% | James Fish66% | $94 → $142 | Reiterates | Overweight → Overweight | Get Alert |
| 12/19/2024 | RBRK | Buy Now | Rubrik | $74.98 | 10.69% | James Fish66% | $72 → $83 | Maintains | Overweight | Get Alert |
| 12/06/2024 | RBRK | Buy Now | Rubrik | $74.98 | -3.98% | James Fish66% | $42 → $72 | Reiterates | Overweight → Overweight | Get Alert |
| 12/06/2024 | IOT | Buy Now | Samsara | $42.84 | 16.71% | James Fish66% | $40 → $50 | Maintains | Neutral | Get Alert |
| 12/04/2024 | PSTG | Buy Now | Pure Storage | $52.53 | 44.68% | James Fish66% | $56 → $76 | Upgrade | Neutral → Overweight | Get Alert |
| 12/03/2024 | FSLY | Buy Now | Fastly | $7.24 | 38.22% | James Fish66% | $8 → $10 | Maintains | Neutral | Get Alert |
| 11/27/2024 | NTNX | Buy Now | Nutanix | $75.00 | 10.66% | James Fish66% | $77 → $83 | Maintains | Overweight | Get Alert |
| 11/26/2024 | ZM | Buy Now | Zoom Video Comms | $78.75 | 13.02% | James Fish66% | $68 → $89 | Maintains | Neutral | Get Alert |
| 11/14/2024 | CSCO | Buy Now | Cisco Systems | $60.98 | -6.52% | James Fish66% | $52 → $57 | Maintains | Neutral | Get Alert |
| 11/14/2024 | DGII | Buy Now | Digi Intl | $29.60 | 8.11% | James Fish66% | $26 → $32 | Maintains | Neutral | Get Alert |
| 11/08/2024 | ANET | Buy Now | Arista Networks | $87.28 | 382.33% | James Fish66% | $86.25 → $105.25 | Reiterates | Neutral → Neutral | Get Alert |
| 11/08/2024 | RNG | Buy Now | RingCentral | $27.90 | 36.2% | James Fish66% | $31 → $38 | Maintains | Neutral | Get Alert |
| 11/08/2024 | FIVN | Buy Now | Five9 | $31.08 | 48.01% | James Fish66% | $35 → $46 | Maintains | Overweight | Get Alert |
| 11/08/2024 | NET | Buy Now | Cloudflare | $128.86 | -28.6% | James Fish66% | $83 → $92 | Maintains | Neutral | Get Alert |
| 11/07/2024 | FSLY | Buy Now | Fastly | $7.24 | 10.57% | James Fish66% | $6 → $8 | Maintains | Neutral | Get Alert |
| 10/31/2024 | TWLO | Buy Now | Twilio | $107.13 | -12.26% | James Fish66% | $83 → $94 | Maintains | Overweight | Get Alert |
| 10/29/2024 | FFIV | Buy Now | F5 | $273.01 | -9.89% | James Fish66% | $186 → $246 | Maintains | Neutral | Get Alert |
| 09/06/2024 | IOT | Buy Now | Samsara | $42.84 | -6.63% | James Fish66% | $36 → $40 | Maintains | Neutral | Get Alert |
| 08/30/2024 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $35 → $35 | Reiterates | Neutral → Neutral | Get Alert |
| 08/29/2024 | PSTG | Buy Now | Pure Storage | $52.53 | 6.61% | James Fish66% | $60 → $56 | Maintains | Neutral | Get Alert |
| 08/29/2024 | NTNX | Buy Now | Nutanix | $75.00 | 2.66% | James Fish66% | $76 → $77 | Maintains | Overweight | Get Alert |
| 08/21/2024 | FIVN | Buy Now | Five9 | $31.08 | 51.22% | James Fish66% | $47 → $47 | Reiterates | Overweight → Overweight | Get Alert |
| 08/19/2024 | OS | Buy Now | OneStream | $23.71 | 34.96% | James Fish66% | → $32 | Initiates | → Overweight | Get Alert |
| 08/19/2024 | PSTG | Buy Now | Pure Storage | $52.53 | 14.22% | James Fish66% | → $60 | Initiates | → Neutral | Get Alert |
| 08/19/2024 | RBRK | Buy Now | Rubrik | $74.98 | -43.99% | James Fish66% | → $42 | Initiates | → Overweight | Get Alert |
| 08/15/2024 | CSCO | Buy Now | Cisco Systems | $60.98 | -14.72% | James Fish66% | $52 → $52 | Reiterates | Neutral → Neutral | Get Alert |
| 08/09/2024 | FIVN | Buy Now | Five9 | $31.08 | 51.22% | James Fish66% | $58 → $47 | Maintains | Overweight | Get Alert |
| 08/08/2024 | DGII | Buy Now | Digi Intl | $29.60 | -12.16% | James Fish66% | $27 → $26 | Maintains | Neutral | Get Alert |
| 08/08/2024 | FSLY | Buy Now | Fastly | $7.24 | -17.07% | James Fish66% | $10 → $6 | Downgrade | Overweight → Neutral | Get Alert |
| 08/02/2024 | NET | Buy Now | Cloudflare | $128.86 | -35.59% | James Fish66% | $82 → $83 | Maintains | Neutral | Get Alert |
| 08/02/2024 | TWLO | Buy Now | Twilio | $107.13 | -22.52% | James Fish66% | $77 → $83 | Reiterates | Overweight → Overweight | Get Alert |
| 07/30/2024 | FFIV | Buy Now | F5 | $273.01 | -31.87% | James Fish66% | $167 → $186 | Reiterates | Neutral → Neutral | Get Alert |
| 07/15/2024 | NET | Buy Now | Cloudflare | $128.86 | -36.37% | James Fish66% | $81 → $82 | Maintains | Neutral | Get Alert |
| 07/15/2024 | FSLY | Buy Now | Fastly | $7.24 | 38.22% | James Fish66% | $11 → $10 | Maintains | Overweight | Get Alert |
| 07/15/2024 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | -9.6% | James Fish66% | $38 → $34 | Maintains | Neutral | Get Alert |
| 07/15/2024 | CVLT | Buy Now | CommVault Systems | $171.47 | -28.27% | James Fish66% | $107 → $123 | Maintains | Neutral | Get Alert |
| 07/15/2024 | ANET | Buy Now | Arista Networks | $87.28 | 295.26% | James Fish66% | $75.5 → $86.25 | Maintains | Neutral | Get Alert |
| 07/15/2024 | AKAM | Buy Now | Akamai Techs | $82.42 | 35.88% | James Fish66% | $114 → $112 | Maintains | Overweight | Get Alert |
| 07/10/2024 | ZM | Buy Now | Zoom Video Comms | $78.75 | -13.65% | James Fish66% | $72 → $68 | Maintains | Neutral | Get Alert |
| 07/10/2024 | TWLO | Buy Now | Twilio | $107.13 | -28.12% | James Fish66% | $79 → $77 | Maintains | Overweight | Get Alert |
| 07/10/2024 | RNG | Buy Now | RingCentral | $27.90 | 11.11% | James Fish66% | $32 → $31 | Maintains | Neutral | Get Alert |
| 07/10/2024 | NICE | Buy Now | NICE | $158.18 | 34.66% | James Fish66% | $238 → $213 | Maintains | Overweight | Get Alert |
| 07/10/2024 | FIVN | Buy Now | Five9 | $31.08 | 86.62% | James Fish66% | $86 → $58 | Maintains | Overweight | Get Alert |
| 06/28/2024 | IOT | Buy Now | Samsara | $42.84 | -15.97% | James Fish66% | $36 → $36 | Maintains | Neutral | Get Alert |
| 06/07/2024 | IOT | Buy Now | Samsara | $42.84 | -15.97% | James Fish66% | $41 → $36 | Reiterates | Neutral → Neutral | Get Alert |
| 06/05/2024 | CSCO | Buy Now | Cisco Systems | $60.98 | -14.72% | James Fish66% | $52 → $52 | Reiterates | Neutral → Neutral | Get Alert |
| 05/16/2024 | CSCO | Buy Now | Cisco Systems | $60.98 | -14.72% | James Fish66% | $51 → $52 | Reiterates | Neutral → Neutral | Get Alert |
| 05/10/2024 | AKAM | Buy Now | Akamai Techs | $82.42 | 38.31% | James Fish66% | $136 → $114 | Maintains | Overweight | Get Alert |
| 05/08/2024 | ANET | Buy Now | Arista Networks | $87.28 | 245.99% | James Fish66% | $67 → $75.5 | Maintains | Neutral | Get Alert |
| 05/08/2024 | RNG | Buy Now | RingCentral | $27.90 | 14.7% | James Fish66% | $31 → $32 | Maintains | Neutral | Get Alert |
| 05/08/2024 | TWLO | Buy Now | Twilio | $107.13 | -26.26% | James Fish66% | $78 → $79 | Maintains | Overweight | Get Alert |
| 05/03/2024 | NET | Buy Now | Cloudflare | $128.86 | -37.14% | James Fish66% | $110 → $81 | Reiterates | Neutral → Neutral | Get Alert |
| 04/30/2024 | FFIV | Buy Now | F5 | $273.01 | -38.83% | James Fish66% | $187 → $167 | Reiterates | Neutral → Neutral | Get Alert |
| 04/29/2024 | OLN | Buy Now | Olin | $24.71 | 203.46% | James Fish66% | $72 → $75 | Maintains | Overweight | Get Alert |
| 04/25/2024 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $25 → $35 | Maintains | Neutral | Get Alert |
| 04/08/2024 | FSLY | Buy Now | Fastly | $7.24 | 121.15% | James Fish66% | $19 → $16 | Upgrade | Neutral → Overweight | Get Alert |
| 03/20/2024 | CSCO | Buy Now | Cisco Systems | $60.98 | -16.36% | James Fish66% | $47 → $51 | Reiterates | Neutral → Neutral | Get Alert |
| 03/08/2024 | IOT | Buy Now | Samsara | $42.84 | -4.3% | James Fish66% | $33 → $41 | Maintains | Neutral | Get Alert |
| 03/06/2024 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $22 → $25 | Reiterates | Neutral → Neutral | Get Alert |
| 02/29/2024 | NTNX | Buy Now | Nutanix | $75.00 | 1.33% | James Fish66% | $67 → $76 | Maintains | Overweight | Get Alert |
| 02/22/2024 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | 1.04% | James Fish66% | $35 → $38 | Maintains | Neutral | Get Alert |
| 02/21/2024 | RNG | Buy Now | RingCentral | $27.90 | 11.11% | James Fish66% | $34 → $31 | Maintains | Neutral | Get Alert |
| 02/14/2024 | AKAM | Buy Now | Akamai Techs | $82.42 | 65% | James Fish66% | $130 → $136 | Maintains | Overweight | Get Alert |
| 02/13/2024 | ANET | Buy Now | Arista Networks | $87.28 | 207.04% | James Fish66% | $63.5 → $67 | Maintains | Neutral | Get Alert |
| 01/30/2024 | FFIV | Buy Now | F5 | $273.01 | -31.5% | James Fish66% | $170 → $187 | Maintains | Neutral | Get Alert |
| 01/16/2024 | FSLY | Buy Now | Fastly | $7.24 | 162.61% | James Fish66% | $17 → $19 | Maintains | Neutral | Get Alert |
| 01/12/2024 | ZM | Buy Now | Zoom Video Comms | $78.75 | -8.57% | James Fish66% | $69 → $72 | Maintains | Neutral | Get Alert |
| 01/12/2024 | RNG | Buy Now | RingCentral | $27.90 | 21.86% | James Fish66% | $32 → $34 | Maintains | Neutral | Get Alert |
| 01/12/2024 | FIVN | Buy Now | Five9 | $31.08 | 176.71% | James Fish66% | $84 → $86 | Maintains | Overweight | Get Alert |
| 01/12/2024 | TWLO | Buy Now | Twilio | $107.13 | -23.46% | James Fish66% | $75 → $82 | Upgrade | Neutral → Overweight | Get Alert |
| 12/01/2023 | IOT | Buy Now | Samsara | $42.84 | -29.97% | James Fish66% | $28 → $30 | Maintains | Neutral | Get Alert |
| 11/30/2023 | NTNX | Buy Now | Nutanix | $75.00 | -33.34% | James Fish66% | $42 → $60 | Maintains | Overweight | Get Alert |
| 11/21/2023 | ZM | Buy Now | Zoom Video Comms | $78.75 | -12.38% | James Fish66% | $76 → $69 | Maintains | Neutral | Get Alert |
| 11/20/2023 | FIVN | Buy Now | Five9 | $31.08 | 170.27% | James Fish66% | $77 → $84 | Maintains | Overweight | Get Alert |
| 11/16/2023 | CSCO | Buy Now | Cisco Systems | $60.98 | -18% | James Fish66% | $57 → $50 | Maintains | Neutral | Get Alert |
| 11/10/2023 | ANET | Buy Now | Arista Networks | $87.28 | 139.45% | James Fish66% | $47.5 → $52.25 | Maintains | Neutral | Get Alert |
| 11/09/2023 | TWLO | Buy Now | Twilio | $107.13 | -35.59% | James Fish66% | $68 → $69 | Maintains | Neutral | Get Alert |
| 11/03/2023 | BAND | Buy Now | Bandwidth | $15.32 | -15.15% | James Fish66% | $15 → $13 | Maintains | Neutral | Get Alert |
| 11/03/2023 | FIVN | Buy Now | Five9 | $31.08 | 147.75% | James Fish66% | $94 → $77 | Maintains | Overweight | Get Alert |
| 11/03/2023 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | -33.53% | James Fish66% | $22 → $25 | Maintains | Neutral | Get Alert |
| 11/03/2023 | NET | Buy Now | Cloudflare | $128.86 | -53.44% | James Fish66% | $64 → $60 | Maintains | Neutral | Get Alert |
| 10/23/2023 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | -41.5% | James Fish66% | $30 → $22 | Upgrade | Underweight → Neutral | Get Alert |
| 10/11/2023 | OLN | Buy Now | Olin | $24.71 | 142.77% | James Fish66% | $70 → $60 | Maintains | Overweight | Get Alert |
| 10/11/2023 | EMN | Buy Now | Eastman Chemical | $90.04 | -11.15% | James Fish66% | $96 → $80 | Maintains | Neutral | Get Alert |
| 10/11/2023 | ANET | Buy Now | Arista Networks | $87.28 | 117.68% | James Fish66% | → $47.5 | Downgrade | Overweight → Neutral | Get Alert |
| 09/27/2023 | NTNX | Buy Now | Nutanix | $75.00 | -44% | James Fish66% | $40 → $42 | Maintains | Overweight | Get Alert |
| 09/01/2023 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $27 → $30 | Maintains | Neutral | Get Alert |
| 09/01/2023 | NTNX | Buy Now | Nutanix | $75.00 | -46.67% | James Fish66% | $35 → $40 | Maintains | Overweight | Get Alert |
| 08/25/2023 | AKAM | Buy Now | Akamai Techs | $82.42 | 38.31% | James Fish66% | $113 → $114 | Maintains | Overweight | Get Alert |
| 08/17/2023 | CSCO | Buy Now | Cisco Systems | $60.98 | -13.08% | James Fish66% | $51 → $53 | Maintains | Neutral | Get Alert |
| 08/09/2023 | AKAM | Buy Now | Akamai Techs | $82.42 | 37.09% | James Fish66% | $93 → $113 | Maintains | Neutral | Get Alert |
| 08/03/2023 | BAND | Buy Now | Bandwidth | $15.32 | -2.09% | James Fish66% | $14 → $15 | Maintains | Neutral | Get Alert |
| 08/01/2023 | ANET | Buy Now | Arista Networks | $87.28 | 117.68% | James Fish66% | $41.5 → $47.5 | Maintains | Overweight | Get Alert |
| 07/28/2023 | JNPR | Buy Now | Juniper Networks | $36.00 | -22.22% | James Fish66% | $32 → $28 | Maintains | Neutral | Get Alert |
| 07/25/2023 | FFIV | Buy Now | F5 | $273.01 | -40.3% | James Fish66% | $143 → $163 | Maintains | Neutral | Get Alert |
| 07/17/2023 | TWLO | Buy Now | Twilio | $107.13 | -33.73% | James Fish66% | $56 → $71 | Downgrade | Overweight → Neutral | Get Alert |
| 06/22/2023 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | -6.94% | James Fish66% | → $35 | Downgrade | Neutral → Underweight | Get Alert |
| 06/08/2023 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $34 → $27 | Maintains | Neutral | Get Alert |
| 06/02/2023 | IOT | Buy Now | Samsara | $42.84 | -46.31% | James Fish66% | $21 → $23 | Maintains | Neutral | Get Alert |
| 06/02/2023 | VMW | Buy Now | VMware | — | — | James Fish66% | $125 → $134 | Maintains | Neutral | Get Alert |
| 05/25/2023 | NTNX | Buy Now | Nutanix | $75.00 | -53.34% | James Fish66% | $33 → $35 | Maintains | Overweight | Get Alert |
| 05/23/2023 | ZM | Buy Now | Zoom Video Comms | $78.75 | -3.49% | James Fish66% | $78 → $76 | Maintains | Neutral | Get Alert |
| 05/18/2023 | CSCO | Buy Now | Cisco Systems | $60.98 | -16.36% | James Fish66% | $53 → $51 | Maintains | Neutral | Get Alert |
| 05/10/2023 | TWLO | Buy Now | Twilio | $107.13 | -47.73% | James Fish66% | $83 → $56 | Maintains | Overweight | Get Alert |
| 05/10/2023 | RNG | Buy Now | RingCentral | $27.90 | 3.94% | James Fish66% | $45 → $29 | Maintains | Neutral | Get Alert |
| 05/05/2023 | NTCT | Buy Now | NetScout Systems | $21.84 | 37.36% | James Fish66% | → $30 | Upgrade | Underweight → Neutral | Get Alert |
| 05/03/2023 | BAND | Buy Now | Bandwidth | $15.32 | -8.62% | James Fish66% | $18 → $14 | Maintains | Neutral | Get Alert |
| 05/03/2023 | CVLT | Buy Now | CommVault Systems | $171.47 | -62.09% | James Fish66% | $60 → $65 | Maintains | Neutral | Get Alert |
| 05/02/2023 | ANET | Buy Now | Arista Networks | $87.28 | 90.18% | James Fish66% | $40.5 → $41.5 | Maintains | Overweight | Get Alert |
| 04/27/2023 | VMW | Buy Now | VMware | — | — | James Fish66% | $142.5 → $125 | Maintains | Neutral | Get Alert |
| 04/20/2023 | FFIV | Buy Now | F5 | $273.01 | -47.62% | James Fish66% | $156 → $143 | Maintains | Neutral | Get Alert |
| 04/11/2023 | AKAM | Buy Now | Akamai Techs | $82.42 | 12.83% | James Fish66% | → $93 | Upgrade | Neutral → Overweight | Get Alert |
| 03/16/2023 | IOT | Buy Now | Samsara | $42.84 | -50.98% | James Fish66% | → $21 | Initiates | → Neutral | Get Alert |
| 02/28/2023 | ZM | Buy Now | Zoom Video Comms | $78.75 | -0.95% | James Fish66% | $75 → $78 | Maintains | Neutral | Get Alert |
| 02/16/2023 | FSLY | Buy Now | Fastly | $7.24 | 93.5% | James Fish66% | $10 → $14 | Maintains | Neutral | Get Alert |
| 02/16/2023 | RNG | Buy Now | RingCentral | $27.90 | 61.29% | James Fish66% | $39 → $45 | Maintains | Neutral | Get Alert |
| 02/16/2023 | CSCO | Buy Now | Cisco Systems | $60.98 | -13.08% | James Fish66% | $49 → $53 | Maintains | Neutral | Get Alert |
| 02/16/2023 | TWLO | Buy Now | Twilio | $107.13 | -22.52% | James Fish66% | $69 → $83 | Maintains | Overweight | Get Alert |
| 02/10/2023 | NET | Buy Now | Cloudflare | $128.86 | -50.33% | James Fish66% | $46 → $64 | Maintains | Neutral | Get Alert |
| 01/17/2023 | ZM | Buy Now | Zoom Video Comms | $78.75 | -4.76% | James Fish66% | $77 → $75 | Maintains | Neutral | Get Alert |
| 01/17/2023 | TWLO | Buy Now | Twilio | $107.13 | -35.59% | James Fish66% | $79 → $69 | Maintains | Overweight | Get Alert |
| 01/17/2023 | NTCT | Buy Now | NetScout Systems | $21.84 | 37.36% | James Fish66% | $31 → $30 | Maintains | Underweight | Get Alert |
| 01/17/2023 | NET | Buy Now | Cloudflare | $128.86 | -64.3% | James Fish66% | $58 → $46 | Maintains | Neutral | Get Alert |
| 01/17/2023 | JNPR | Buy Now | Juniper Networks | $36.00 | -11.11% | James Fish66% | $31 → $32 | Maintains | Neutral | Get Alert |
| 01/17/2023 | CSCO | Buy Now | Cisco Systems | $60.98 | -19.64% | James Fish66% | $47 → $49 | Maintains | Neutral | Get Alert |
| 01/17/2023 | FFIV | Buy Now | F5 | $273.01 | -41.76% | James Fish66% | $164 → $159 | Maintains | Neutral | Get Alert |
| 01/17/2023 | ANET | Buy Now | Arista Networks | $87.28 | 77.58% | James Fish66% | $41 → $38.75 | Maintains | Overweight | Get Alert |
| 01/17/2023 | NICE | Buy Now | NICE | $158.18 | 43.51% | James Fish66% | $222 → $227 | Upgrade | Neutral → Overweight | Get Alert |
| 01/17/2023 | BAND | Buy Now | Bandwidth | $15.32 | 63.18% | James Fish66% | $18 → $25 | Downgrade | Overweight → Neutral | Get Alert |
| 01/17/2023 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | -20.23% | James Fish66% | $39 → $30 | Downgrade | Overweight → Neutral | Get Alert |
| 01/17/2023 | RNG | Buy Now | RingCentral | $27.90 | 39.78% | James Fish66% | → $39 | Downgrade | Overweight → Neutral | Get Alert |
| 01/11/2023 | CVLT | Buy Now | CommVault Systems | $171.47 | -65.01% | James Fish66% | $70 → $60 | Maintains | Neutral | Get Alert |
| 12/08/2022 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $39 → $34 | Maintains | Neutral | Get Alert |
| 11/22/2022 | ZM | Buy Now | Zoom Video Comms | $78.75 | -2.22% | James Fish66% | $84 → $77 | Maintains | Neutral | Get Alert |
| 11/10/2022 | RNG | Buy Now | RingCentral | $27.90 | 39.78% | James Fish66% | $59 → $39 | Maintains | Overweight | Get Alert |
| 11/09/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 12.83% | James Fish66% | $99 → $93 | Maintains | Neutral | Get Alert |
| 11/09/2022 | ZM | Buy Now | Zoom Video Comms | $78.75 | 6.67% | James Fish66% | $91 → $84 | Maintains | Neutral | Get Alert |
| 11/08/2022 | FIVN | Buy Now | Five9 | $31.08 | 96.27% | James Fish66% | $77 → $61 | Maintains | Overweight | Get Alert |
| 11/04/2022 | ANET | Buy Now | Arista Networks | $87.28 | 87.89% | James Fish66% | $31.5 → $41 | Upgrade | Neutral → Overweight | Get Alert |
| 11/04/2022 | TWLO | Buy Now | Twilio | $107.13 | -26.26% | James Fish66% | $113 → $79 | Maintains | Overweight | Get Alert |
| 11/04/2022 | TEAM | Buy Now | Atlassian | $236.43 | — | James Fish66% | — | Downgrade | Overweight → Neutral | Get Alert |
| 11/02/2022 | BAND | Buy Now | Bandwidth | $15.32 | 17.49% | James Fish66% | $28 → $18 | Maintains | Overweight | Get Alert |
| 10/26/2022 | JNPR | Buy Now | Juniper Networks | $36.00 | -13.89% | James Fish66% | $29 → $31 | Maintains | Neutral | Get Alert |
| 10/26/2022 | FFIV | Buy Now | F5 | $273.01 | -39.93% | James Fish66% | $173 → $164 | Maintains | Neutral | Get Alert |
| 10/18/2022 | JNPR | Buy Now | Juniper Networks | $36.00 | -19.44% | James Fish66% | $27 → $29 | Upgrade | Underweight → Neutral | Get Alert |
| 10/18/2022 | ANET | Buy Now | Arista Networks | $87.28 | 44.35% | James Fish66% | $31.25 → $31.5 | Maintains | Neutral | Get Alert |
| 10/14/2022 | FIVN | Buy Now | Five9 | $31.08 | 147.75% | James Fish66% | $150 → $77 | Maintains | Overweight | Get Alert |
| 10/06/2022 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $38 → $39 | Maintains | Neutral | Get Alert |
| 09/26/2022 | TWLO | Buy Now | Twilio | $107.13 | 5.48% | James Fish66% | $122 → $113 | Maintains | Overweight | Get Alert |
| 08/25/2022 | NICE | Buy Now | NICE | $158.18 | 49.2% | James Fish66% | → $236 | Initiates | → Neutral | Get Alert |
| 08/23/2022 | ZM | Buy Now | Zoom Video Comms | $78.75 | 15.56% | James Fish66% | $115 → $91 | Maintains | Neutral | Get Alert |
| 08/18/2022 | CSCO | Buy Now | Cisco Systems | $60.98 | -22.92% | James Fish66% | $43 → $47 | Maintains | Neutral | Get Alert |
| 08/10/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 20.11% | James Fish66% | $102 → $99 | Maintains | Neutral | Get Alert |
| 08/09/2022 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | 51.56% | James Fish66% | $56 → $57 | Maintains | Overweight | Get Alert |
| 08/05/2022 | NET | Buy Now | Cloudflare | $128.86 | -43.35% | James Fish66% | $57 → $73 | Maintains | Neutral | Get Alert |
| 08/05/2022 | TEAM | Buy Now | Atlassian | $236.43 | 19.7% | James Fish66% | $249 → $283 | Maintains | Overweight | Get Alert |
| 08/02/2022 | ANET | Buy Now | Arista Networks | $87.28 | 43.21% | James Fish66% | $27 → $31.25 | Maintains | Neutral | Get Alert |
| 07/13/2022 | BAND | Buy Now | Bandwidth | $15.32 | 89.29% | James Fish66% | $40 → $29 | Maintains | Overweight | Get Alert |
| 07/13/2022 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | 48.9% | James Fish66% | $59 → $56 | Maintains | Overweight | Get Alert |
| 07/13/2022 | FIVN | Buy Now | Five9 | $31.08 | 382.63% | James Fish66% | $166 → $150 | Maintains | Overweight | Get Alert |
| 07/13/2022 | ANET | Buy Now | Arista Networks | $87.28 | 23.73% | James Fish66% | $33.25 → $27 | Maintains | Neutral | Get Alert |
| 07/13/2022 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $46 → $38 | Maintains | Neutral | Get Alert |
| 07/13/2022 | LVOX | Buy Now | LiveVox Hldgs | — | — | James Fish66% | $6 → $4 | Maintains | Overweight | Get Alert |
| 07/13/2022 | NTNX | Buy Now | Nutanix | $75.00 | -66.67% | James Fish66% | $28 → $25 | Maintains | Overweight | Get Alert |
| 07/13/2022 | RNG | Buy Now | RingCentral | $27.90 | 168.82% | James Fish66% | $118 → $75 | Maintains | Overweight | Get Alert |
| 07/13/2022 | TEAM | Buy Now | Atlassian | $236.43 | 5.32% | James Fish66% | $371 → $249 | Maintains | Overweight | Get Alert |
| 07/13/2022 | ZM | Buy Now | Zoom Video Comms | $78.75 | 46.03% | James Fish66% | $96 → $115 | Maintains | Neutral | Get Alert |
| 07/13/2022 | FFIV | Buy Now | F5 | $273.01 | -36.63% | James Fish66% | $197 → $173 | Downgrade | Overweight → Neutral | Get Alert |
| 07/13/2022 | JNPR | Buy Now | Juniper Networks | $36.00 | -25% | James Fish66% | $34 → $27 | Downgrade | Neutral → Underweight | Get Alert |
| 07/13/2022 | CVLT | Buy Now | CommVault Systems | $171.47 | -59.76% | James Fish66% | $78 → $69 | Downgrade | Overweight → Neutral | Get Alert |
| 07/06/2022 | NET | Buy Now | Cloudflare | $128.86 | -55.77% | James Fish66% | $83 → $57 | Maintains | Neutral | Get Alert |
| 07/06/2022 | FSLY | Buy Now | Fastly | $7.24 | 79.68% | James Fish66% | $19 → $13 | Maintains | Neutral | Get Alert |
| 07/06/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 23.75% | James Fish66% | $118 → $102 | Maintains | Neutral | Get Alert |
| 06/03/2022 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | $59 → $46 | Maintains | Neutral | Get Alert |
| 05/31/2022 | NTCT | Buy Now | NetScout Systems | $21.84 | 51.1% | James Fish66% | $35 → $33 | Downgrade | Neutral → Underweight | Get Alert |
| 05/19/2022 | CSCO | Buy Now | Cisco Systems | $60.98 | -29.48% | James Fish66% | $57 → $43 | Maintains | Neutral | Get Alert |
| 05/12/2022 | ZM | Buy Now | Zoom Video Comms | $78.75 | 21.9% | James Fish66% | $157 → $96 | Downgrade | Overweight → Neutral | Get Alert |
| 05/10/2022 | RNG | Buy Now | RingCentral | $27.90 | 322.94% | James Fish66% | $228 → $118 | Maintains | Overweight | Get Alert |
| 05/04/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 43.16% | James Fish66% | $126 → $118 | Maintains | Neutral | Get Alert |
| 05/03/2022 | ANET | Buy Now | Arista Networks | $87.28 | 52.37% | James Fish66% | $34.75 → $33.25 | Maintains | Neutral | Get Alert |
| 04/29/2022 | FIVN | Buy Now | Five9 | $31.08 | 434.11% | James Fish66% | $163 → $166 | Maintains | Overweight | Get Alert |
| 04/27/2022 | JNPR | Buy Now | Juniper Networks | $36.00 | -5.56% | James Fish66% | $36 → $34 | Maintains | Neutral | Get Alert |
| 04/27/2022 | FFIV | Buy Now | F5 | $273.01 | -27.84% | James Fish66% | $227 → $197 | Maintains | Overweight | Get Alert |
| 04/19/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 52.87% | James Fish66% | $121 → $126 | Maintains | Neutral | Get Alert |
| 04/12/2022 | HCP | Buy Now | HashiCorp | — | — | James Fish66% | → $59 | Initiates | → Neutral | Get Alert |
| 04/08/2022 | TEAM | Buy Now | Atlassian | $236.43 | 62.42% | James Fish66% | $414 → $384 | Maintains | Overweight | Get Alert |
| 04/04/2022 | DOCN | Buy Now | DigitalOcean Holdings | $37.61 | 91.44% | James Fish66% | → $72 | Initiates | → Overweight | Get Alert |
| 02/24/2022 | BAND | Buy Now | Bandwidth | $15.32 | 232.89% | James Fish66% | $102 → $51 | Maintains | Overweight | Get Alert |
| 02/16/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 46.8% | James Fish66% | $127 → $121 | Maintains | Neutral | Get Alert |
| 02/15/2022 | ANET | Buy Now | Arista Networks | $87.28 | 59.25% | James Fish66% | $31.25 → $34.75 | Maintains | Neutral | Get Alert |
| 01/13/2022 | BAND | Buy Now | Bandwidth | $15.32 | 565.78% | James Fish66% | → $102 | Upgrade | Neutral → Overweight | Get Alert |
| 01/06/2022 | AKAM | Buy Now | Akamai Techs | $82.42 | 54.08% | James Fish66% | $133 → $127 | Downgrade | Overweight → Neutral | Get Alert |
| 11/23/2021 | ZM | Buy Now | Zoom Video Comms | $78.75 | 279.68% | James Fish66% | $369 → $299 | Maintains | Overweight | Get Alert |
| 11/03/2021 | AKAM | Buy Now | Akamai Techs | $82.42 | 61.36% | James Fish66% | $132 → $133 | Maintains | Overweight | Get Alert |
| 11/02/2021 | ANET | Buy Now | Arista Networks | $87.28 | 472.84% | James Fish66% | $23.69 → $31.25 | Maintains | Neutral | Get Alert |
| 10/11/2021 | NET | Buy Now | Cloudflare | $128.86 | 9.42% | James Fish66% | $125 → $141 | Downgrade | Overweight → Neutral | Get Alert |
| 09/17/2021 | FIVN | Buy Now | Five9 | $31.08 | 543.5% | James Fish66% | $203 → $200 | Upgrade | Neutral → Overweight | Get Alert |
| 08/31/2021 | ZM | Buy Now | Zoom Video Comms | $78.75 | 368.57% | James Fish66% | $464 → $369 | Maintains | Overweight | Get Alert |
| 08/04/2021 | AKAM | Buy Now | Akamai Techs | $82.42 | 60.15% | James Fish66% | $130 → $132 | Maintains | Overweight | Get Alert |
| 08/04/2021 | RNG | Buy Now | RingCentral | $27.90 | 1125.81% | James Fish66% | $401 → $342 | Maintains | Overweight | Get Alert |
| 08/03/2021 | ANET | Buy Now | Arista Networks | $87.28 | 334.21% | James Fish66% | $20.62 → $23.69 | Maintains | Neutral | Get Alert |
| 07/30/2021 | TEAM | Buy Now | Atlassian | $236.43 | 30.27% | James Fish66% | $259 → $308 | Maintains | Overweight | Get Alert |
| 07/28/2021 | FIVN | Buy Now | Five9 | $31.08 | 553.15% | James Fish66% | $220 → $203 | Downgrade | Overweight → Neutral | Get Alert |
| 07/12/2021 | LVOX | Buy Now | LiveVox Hldgs | — | — | James Fish66% | → $12 | Initiates | → Overweight | Get Alert |
| 06/23/2021 | NTNX | Buy Now | Nutanix | $75.00 | -40% | James Fish66% | $38 → $45 | Maintains | Overweight | Get Alert |
| 06/17/2021 | BAND | Buy Now | Bandwidth | $15.32 | 781.18% | James Fish66% | → $135 | Initiates | → Neutral | Get Alert |
| 06/02/2021 | ZM | Buy Now | Zoom Video Comms | $78.75 | 489.21% | James Fish66% | $541 → $464 | Maintains | Overweight | Get Alert |
| 05/20/2021 | AKAM | Buy Now | Akamai Techs | $82.42 | 57.72% | James Fish66% | $121 → $130 | Maintains | Overweight | Get Alert |
| 04/29/2021 | NTNX | Buy Now | Nutanix | $75.00 | -50.67% | James Fish66% | → $37 | Upgrade | Neutral → Overweight | Get Alert |
| 04/21/2021 | JCOM | Buy Now | J2 Global | — | — | James Fish66% | $122 → $139 | Downgrade | Overweight → Neutral | Get Alert |
| 04/15/2021 | VMW | Buy Now | VMware | — | — | James Fish66% | $158 → $180 | Maintains | Overweight | Get Alert |
| 03/08/2021 | FSLY | Buy Now | Fastly | $7.24 | 798.41% | James Fish66% | → $65 | Upgrade | Underweight → Neutral | Get Alert |
| 03/02/2021 | ZM | Buy Now | Zoom Video Comms | $78.75 | 586.98% | James Fish66% | $501 → $541 | Upgrade | Neutral → Overweight | Get Alert |
| 02/23/2021 | FIVN | Buy Now | Five9 | $31.08 | 582.11% | James Fish66% | $206 → $212 | Maintains | Overweight | Get Alert |
| 02/17/2021 | RNG | Buy Now | RingCentral | $27.90 | 1634.77% | James Fish66% | $451 → $484 | Maintains | Overweight | Get Alert |
| 11/12/2020 | AKAM | Buy Now | Akamai Techs | $82.42 | 45.59% | James Fish66% | $125 → $120 | Maintains | Overweight | Get Alert |
| 10/23/2020 | FSLY | Buy Now | Fastly | $7.24 | 798.41% | James Fish66% | → $65 | Downgrade | Neutral → Underweight | Get Alert |
| 09/16/2020 | TEAM | Buy Now | Atlassian | $236.43 | -10.33% | James Fish66% | → $212 | Initiates | → Overweight | Get Alert |
| 09/09/2020 | FIVN | Buy Now | Five9 | $31.08 | 327.93% | James Fish66% | → $133 | Initiates | → Overweight | Get Alert |
| 08/06/2020 | FSLY | Buy Now | Fastly | $7.24 | 1116.31% | James Fish66% | $89 → $88 | Maintains | Neutral | Get Alert |
| 07/29/2020 | AKAM | Buy Now | Akamai Techs | $82.42 | 48.01% | James Fish66% | $119 → $122 | Maintains | Overweight | Get Alert |
| 07/06/2020 | FSLY | Buy Now | Fastly | $7.24 | — | James Fish66% | — | Downgrade | Overweight → Neutral | Get Alert |
| 06/03/2020 | ZM | Buy Now | Zoom Video Comms | $78.75 | 167.94% | James Fish66% | $144 → $211 | Maintains | Neutral | Get Alert |
| 05/28/2020 | NTNX | Buy Now | Nutanix | $75.00 | -66.67% | James Fish66% | $23 → $25 | Maintains | Neutral | Get Alert |
| 05/14/2020 | CSCO | Buy Now | Cisco Systems | $60.98 | -27.84% | James Fish66% | $42 → $44 | Maintains | Neutral | Get Alert |
| 04/29/2020 | JNPR | Buy Now | Juniper Networks | $36.00 | -33.33% | James Fish66% | $23 → $24 | Maintains | Neutral | Get Alert |
| 04/09/2020 | ANET | Buy Now | Arista Networks | $87.28 | 156.63% | James Fish66% | $14 → $14 | Downgrade | Overweight → Neutral | Get Alert |
| 02/11/2020 | RNG | Buy Now | RingCentral | $27.90 | 817.56% | James Fish66% | $194 → $256 | Maintains | Overweight | Get Alert |
| 01/02/2020 | FSLY | Buy Now | Fastly | $7.24 | 231.72% | James Fish66% | → $24 | Upgrade | Neutral → Overweight | Get Alert |
| 12/18/2019 | LOGM | Buy Now | LogMeIn | — | — | James Fish66% | $86 → $86.05 | Downgrade | Overweight → Neutral | Get Alert |
| 12/10/2019 | VMW | Buy Now | VMware | — | — | James Fish66% | → $170 | Initiates | → Overweight | Get Alert |
| 12/10/2019 | RNG | Buy Now | RingCentral | $27.90 | 595.34% | James Fish66% | → $194 | Initiates | → Overweight | Get Alert |
| 12/02/2019 | AKAM | Buy Now | Akamai Techs | $82.42 | 24.96% | James Fish66% | → $103 | Reiterates | → Overweight | Get Alert |
| 11/18/2019 | JCOM | Buy Now | J2 Global | — | — | James Fish66% | — | Initiates | → Overweight | Get Alert |
| 11/14/2019 | CSCO | Buy Now | Cisco Systems | $60.98 | -18% | James Fish66% | $51 → $50 | Maintains | Neutral | Get Alert |
| 11/11/2019 | CSCO | Buy Now | Cisco Systems | $60.98 | -16.36% | James Fish66% | $55 → $51 | Downgrade | Overweight → Neutral | Get Alert |
| 11/04/2019 | NET | Buy Now | Cloudflare | $128.86 | -84.48% | James Fish66% | → $20 | Initiates | → Overweight | Get Alert |
| 11/01/2019 | ANET | Buy Now | Arista Networks | $87.28 | 144.03% | James Fish66% | $17 → $13.31 | Maintains | Overweight | Get Alert |
| 08/27/2019 | NTNX | Buy Now | Nutanix | $75.00 | -66.67% | James Fish66% | $28 → $25 | Maintains | Neutral | Get Alert |
| 08/14/2019 | FSLY | Buy Now | Fastly | $7.24 | 190.26% | James Fish66% | → $21 | Initiates | → Overweight | Get Alert |
| 07/31/2019 | AKAM | Buy Now | Akamai Techs | $82.42 | 17.68% | James Fish66% | $96 → $97 | Maintains | Overweight | Get Alert |
| 05/31/2019 | NTNX | Buy Now | Nutanix | $75.00 | — | James Fish66% | — | Downgrade | Overweight → Neutral | Get Alert |
| 04/10/2019 | NTCT | Buy Now | NetScout Systems | $21.84 | — | James Fish66% | — | Downgrade | Overweight → Neutral | Get Alert |
| 02/13/2019 | AKAM | Buy Now | Akamai Techs | $82.42 | 3.12% | James Fish66% | $84 → $85 | Maintains | Overweight | Get Alert |
| 10/30/2018 | AKAM | Buy Now | Akamai Techs | $82.42 | 14.04% | James Fish66% | $89 → $94 | Maintains | Overweight | Get Alert |
| 10/01/2018 | AKAM | Buy Now | Akamai Techs | $82.42 | 7.98% | James Fish66% | → $89 | Reiterates | → Overweight | Get Alert |
| 07/27/2018 | JNPR | Buy Now | Juniper Networks | $36.00 | -22.22% | James Fish66% | $27 → $28 | Maintains | Neutral | Get Alert |
| 07/27/2018 | LOGM | Buy Now | LogMeIn | — | — | James Fish66% | $135 → $95 | Downgrade | Overweight → Neutral | Get Alert |
| 07/09/2018 | ANET | Buy Now | Arista Networks | $87.28 | — | James Fish66% | — | Upgrade | Neutral → Overweight | Get Alert |
| 11/13/2017 | NTCT | Buy Now | NetScout Systems | $21.84 | 55.68% | James Fish66% | → $34 | Initiates | → Overweight | Get Alert |
| 11/13/2017 | ANET | Buy Now | Arista Networks | $87.28 | 163.5% | James Fish66% | → $14.38 | Initiates | → Neutral | Get Alert |
| 10/25/2016 | NTNX | Buy Now | Nutanix | $75.00 | — | James Fish66% | — | Initiates | → Overweight | Get Alert |
| 08/18/2016 | CSCO | Buy Now | Cisco Systems | $60.98 | -44.24% | James Fish66% | $30 → $34 | Maintains | Overweight | Get Alert |
| 03/09/2015 | VMW | Buy Now | VMware | — | — | James Fish66% | — | Upgrade | Underweight → Neutral | Get Alert |
| 12/12/2014 | VMW | Buy Now | VMware | — | — | James Fish66% | → $69 | Assumes | → Underweight | Get Alert |
| 05/29/2014 | VMW | Buy Now | VMware | — | — | James Fish66% | → $111 | Upgrade | Neutral → Overweight | Get Alert |
| 02/26/2014 | JNPR | Buy Now | Juniper Networks | $36.00 | -22.22% | James Fish66% | → $28 | Downgrade | Overweight → Neutral | Get Alert |
| 02/15/2013 | LOGM | Buy Now | LogMeIn | — | — | James Fish66% | $28 → $26 | Maintains | Overweight | Get Alert |
| 02/12/2013 | CSCO | Buy Now | Cisco Systems | $60.98 | -59% | James Fish66% | $22 → $25 | Maintains | Overweight | Get Alert |
| 01/29/2013 | VMW | Buy Now | VMware | — | — | James Fish66% | $105 → $90 | Downgrade | Overweight → Neutral | Get Alert |
| 12/10/2012 | CSCO | Buy Now | Cisco Systems | $60.98 | -63.92% | James Fish66% | $21 → $22 | Maintains | Overweight | Get Alert |
| 10/16/2012 | VMW | Buy Now | VMware | — | — | James Fish66% | $104 → $101 | Maintains | Overweight | Get Alert |
| 08/28/2012 | VMW | Buy Now | VMware | — | — | James Fish66% | $107 → $104 | Maintains | Overweight | Get Alert |
| 08/16/2012 | CSCO | Buy Now | Cisco Systems | $60.98 | -62.28% | James Fish66% | $22 → $23 | Maintains | Overweight | Get Alert |
| 08/09/2012 | LOGM | Buy Now | LogMeIn | — | — | James Fish66% | $35 → $28 | Maintains | Overweight | Get Alert |
| 08/09/2012 | CSCO | Buy Now | Cisco Systems | $60.98 | -63.92% | James Fish66% | $20 → $22 | Upgrade | Neutral → Overweight | Get Alert |
| 07/31/2012 | LOGM | Buy Now | LogMeIn | — | — | James Fish66% | $45 → $35 | Maintains | Overweight | Get Alert |
| 07/25/2012 | JNPR | Buy Now | Juniper Networks | $36.00 | -41.67% | James Fish66% | $25 → $21 | Maintains | Overweight | Get Alert |
| 07/20/2012 | VMW | Buy Now | VMware | — | — | James Fish66% | $125 → $112 | Maintains | Overweight | Get Alert |
| 04/13/2012 | VMW | Buy Now | VMware | — | — | James Fish66% | → $125 | Initiates | → Overweight | Get Alert |
| 02/09/2012 | AKAM | Buy Now | Akamai Technologies | $82.42 | -56.32% | James Fish66% | $26 → $36 | Maintains | Neutral | Get Alert |
