Ratings by Guggenheim (John DiFucci)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/17/2026 | Via Transportation | VIA | Maintain | Buy (Buy) |
|
Details | ||
| 6/11/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 6/10/2026 | Cloudflare Inc. | NET | Maintain | Sell (Sell) |
|
Details | ||
| 6/5/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 6/5/2026 | Rubrik Inc | RBRK | Maintain | Buy (Buy) |
|
Details | ||
| 6/1/2026 | Rubrik Inc | RBRK | Maintain | Buy (Buy) |
|
Details | ||
| 6/1/2026 | Zscaler | ZS | Upgrade | Buy (Neutral) |
139.73 (126.17) |
-9.7% | Details | |
| 5/28/2026 | Octave Intelligence | OCTV | New Coverage | Buy (N/A) |
8.00 (16.46) |
105.75% | Details | |
| 5/27/2026 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2026 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2026 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 5/20/2026 | Zscaler | ZS | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2026 | Akamai Technologies | AKAM | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 4/15/2026 | Rubrik Inc | RBRK | Maintain | Buy (Buy) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2026 | Rubrik Inc | RBRK | Maintain | Buy (Buy) |
|
Details | ||
| 3/2/2026 | Via Transportation | VIA | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Buy (Buy) |
|
Details | ||
| 2/2/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 1/20/2026 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2026 | OneStream Inc. | OS | Downgrade | Neutral (Buy) |
18.39 (24.00) |
30.51% | Details | |
| 1/4/2026 | Palo Alto Networks | PANW | Upgrade | Neutral (Sell) |
184.20 (290.92) |
57.94% | Details | |
| 12/16/2025 | ServiceNow | NOW | Upgrade | Neutral (Sell) |
865.06 (95.94) |
-88.91% | Details | |
| 12/11/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 12/5/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2025 | Rubrik Inc | RBRK | Maintain | Buy (Buy) |
|
Details | ||
| 11/26/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/24/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Sell (N/A) |
|
Details | ||
| 11/19/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 10/27/2025 | Microsoft | MSFT | Upgrade | Buy (Neutral) |
520.56 (373.94) |
-28.17% | Details | |
| 10/23/2025 | Microsoft | MSFT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/21/2025 | Cloudflare Inc. | NET | Maintain | Sell (Sell) |
|
Details | ||
| 10/16/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2025 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2025 | Via Transportation | VIA | New Coverage | Buy (N/A) |
11.00 (11.00) |
0% | Details | |
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Upgrade | Buy (Neutral) |
219.01 (115.13) |
-47.43% | Details | |
| 9/10/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Sell (N/A) |
|
Details | ||
| 8/15/2025 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Neutral (Buy) |
434.48 (408.85) |
-5.9% | Details | |
| 6/30/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Sell (N/A) |
|
Details | ||
| 5/20/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 5/8/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Sell (N/A) |
|
Details | ||
| 4/21/2025 | salesforce.com | CRM | Upgrade | Neutral (Sell) |
249.84 (153.42) |
-38.59% | Details | |
| 4/17/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 3/18/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Sell (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/6/2025 | Workday | WDAY | Upgrade | Neutral (Sell) |
252.84 (219.01) |
-13.38% | Details | |
| 1/6/2025 | salesforce.com | CRM | Downgrade | Sell (Neutral) |
332.90 (249.84) |
-24.95% | Details | |
| 1/6/2025 | Palo Alto Networks | PANW | Downgrade | Sell (Neutral) |
183.25 (184.20) |
0.52% | Details | |
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | Workday | WDAY | Maintain | Sell (N/A) |
|
Details | ||
| 11/11/2024 | Smartsheet Inc. | SMAR | Downgrade | Neutral (Buy) |
55.96 (56.47) |
0.91% | Details | |
| 9/18/2024 | Workday | WDAY | Maintain | Sell (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2024 | Microsoft | MSFT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | OneStream Inc. | OS | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2024 | OneStream Inc. | OS | New Coverage | Buy (N/A) |
28.71 (18.39) |
-35.95% | Details | |
| 7/29/2024 | Fortinet | FTNT | Downgrade | Neutral (Buy) |
57.31 (148.00) |
158.24% | Details | |
| 7/22/2024 | CrowdStrike Holdings | CRWD | Downgrade | Neutral (Buy) |
343.05 (680.92) |
98.49% | Details | |
| 7/8/2024 | ServiceNow | NOW | Downgrade | Sell (Neutral) |
785.92 (865.06) |
10.07% | Details | |
| 5/20/2024 | Rubrik Inc | RBRK | New Coverage | Buy (N/A) |
34.86 (74.24) |
112.97% | Details | |
| 4/15/2024 | ServiceNow | NOW | Downgrade | Neutral (Buy) |
771.34 (785.92) |
1.89% | Details | |
| 3/21/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2024 | Snowflake Inc. | SNOW | Upgrade | Neutral (Sell) |
162.31 (230.41) |
41.96% | Details | |
| 3/12/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2023 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
52.51 (366.39) |
597.75% | Details | |
| 9/25/2023 | Microsoft | MSFT | Upgrade | Neutral (Sell) |
317.01 (520.56) |
64.21% | Details | |
| 8/23/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Cloudflare Inc. | NET | Downgrade | Sell (Neutral) |
65.04 (224.94) |
245.85% | Details | |
| 7/12/2023 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Cloudflare Inc. | NET | Upgrade | Neutral (Sell) |
40.48 (224.94) |
455.68% | Details | |
| 4/26/2023 | Microsoft | MSFT | Maintain | Sell (N/A) |
|
Details | ||
| 4/17/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2023 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2023 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | Cloudflare Inc. | NET | Downgrade | Sell (Neutral) |
43.93 (224.94) |
412.04% | Details | |
| 1/17/2023 | Splunk | SPLK | Downgrade | Neutral (Buy) |
88.80 (156.90) |
76.69% | Details | |
| 1/17/2023 | Palo Alto Networks | PANW | Downgrade | Neutral (Buy) |
138.86 (183.25) |
31.97% | Details | |
| 1/17/2023 | Zscaler | ZS | Downgrade | Neutral (Buy) |
107.30 (139.73) |
30.22% | Details | |
| 1/17/2023 | Workday | WDAY | Downgrade | Sell (Neutral) |
167.15 (115.13) |
-31.12% | Details | |
| 1/17/2023 | Microsoft | MSFT | Downgrade | Sell (Neutral) |
239.23 (373.94) |
56.31% | Details | |
| 12/2/2022 | Zscaler | ZS | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Workday | WDAY | Upgrade | Neutral (Sell) |
132.63 (115.13) |
-13.19% | Details | |
| 11/7/2022 | Okta, Inc | OKTA | Upgrade | Buy (Neutral) |
45.02 (118.16) |
162.46% | Details | |
| 10/27/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2022 | ServiceNow | NOW | Upgrade | Buy (Neutral) |
360.67 (95.94) |
-73.4% | Details | |
| 9/2/2022 | Okta, Inc | OKTA | Upgrade | Neutral (Sell) |
60.60 (118.16) |
94.98% | Details | |
| 9/2/2022 | salesforce.com | CRM | Upgrade | Neutral (Sell) |
153.53 (153.42) |
-0.07% | Details | |
| 9/1/2022 | Okta, Inc | OKTA | Maintain | Sell (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2022 | Snowflake Inc. | SNOW | Maintain | Sell (N/A) |
|
Details | ||
| 8/19/2022 | Workday | WDAY | Maintain | Sell (N/A) |
|
Details | ||
| 8/12/2022 | CrowdStrike Holdings | CRWD | New Coverage | Buy (N/A) |
200.80 (343.05) |
70.84% | Details | |
| 8/12/2022 | Okta, Inc | OKTA | New Coverage | Sell (N/A) |
105.69 (118.16) |
11.8% | Details | |
| 8/12/2022 | Progress Software | PRGS | New Coverage | Buy (N/A) |
48.02 (28.84) |
-39.94% | Details | |
| 8/12/2022 | Smartsheet Inc. | SMAR | New Coverage | Buy (N/A) |
38.18 (55.96) |
46.57% | Details | |
| 8/12/2022 | Zscaler | ZS | New Coverage | Buy (N/A) |
180.41 (126.17) |
-30.06% | Details | |
| 8/12/2022 | Palo Alto Networks | PANW | New Coverage | Buy (N/A) |
521.84 (290.92) |
-44.25% | Details | |
| 8/12/2022 | Cloudflare Inc. | NET | New Coverage | Neutral (N/A) |
78.61 (224.94) |
186.15% | Details | |
| 8/12/2022 | Splunk | SPLK | New Coverage | Buy (N/A) |
115.00 (156.90) |
36.43% | Details | |
| 8/12/2022 | Workday | WDAY | New Coverage | Sell (N/A) |
171.33 (115.13) |
-32.8% | Details | |
| 8/12/2022 | Snowflake Inc. | SNOW | New Coverage | Sell (N/A) |
174.40 (230.41) |
32.12% | Details | |
| 8/12/2022 | ServiceNow | NOW | New Coverage | Neutral (N/A) |
516.20 (95.94) |
-81.41% | Details | |
| 8/12/2022 | salesforce.com | CRM | New Coverage | Sell (N/A) |
188.61 (153.42) |
-18.66% | Details | |
| 8/12/2022 | Oracle | ORCL | New Coverage | Buy (N/A) |
77.54 (165.16) |
113% | Details | |
| 8/12/2022 | Microsoft | MSFT | New Coverage | Neutral (N/A) |
289.16 (373.94) |
29.32% | Details |
