Ratings by Evercore ISI (Kirk Materne)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/24/2026 | Oracle | ORCL | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Downgrade | In Line (Outperform) |
218.80 (196.57) |
-10.16% | Details | |
| 6/12/2026 | Octave Intelligence | OCTV | New Coverage | In Line (N/A) |
19.92 (16.02) |
-19.58% | Details | |
| 6/8/2026 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 4/30/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Blackbaud | BLKB | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2026 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Downgrade | In Line (Outperform) |
129.21 (118.09) |
-8.61% | Details | |
| 2/13/2026 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 2/9/2026 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | Docusign Inc. | DOCU | Maintain | In Line (N/A) |
|
Details | ||
| 12/5/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2025 | Intuit | INTU | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/20/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 10/31/2025 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | Samsara Inc | IOT | Upgrade | In Line (Underperform) |
37.25 (31.24) |
-16.13% | Details | |
| 9/17/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Docusign Inc. | DOCU | Maintain | In Line (N/A) |
|
Details | ||
| 8/28/2025 | Veeva Systems | VEEV | Maintain | In Line (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Docusign Inc. | DOCU | Maintain | In Line (N/A) |
|
Details | ||
| 6/4/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | ExxonMobil | XOM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 5/29/2025 | Veeva Systems | VEEV | Maintain | In Line (N/A) |
|
Details | ||
| 5/28/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | Cognyte Software Ltd. | CGNT | Maintain | In Line (N/A) |
|
Details | ||
| 4/1/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | In Line (N/A) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Veeva Systems | VEEV | Maintain | In Line (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | New Coverage | Outperform (N/A) |
90.49 (118.58) |
31.04% | Details | |
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Blackbaud | BLKB | New Coverage | In Line (N/A) |
70.96 (27.61) |
-61.09% | Details | |
| 2/12/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 9/18/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2024 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 9/6/2024 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 8/29/2024 | Veeva Systems | VEEV | Maintain | In Line (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | New Coverage | Outperform (N/A) |
96.54 (90.49) |
-6.27% | Details | |
| 8/26/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 8/7/2024 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | Datadog | DDOG | New Coverage | Outperform (N/A) |
127.80 (222.65) |
74.22% | Details | |
| 6/14/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2024 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 6/7/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Veeva Systems | VEEV | Maintain | In Line (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 5/30/2024 | Okta, Inc | OKTA | Upgrade | Outperform (In Line) |
96.36 (96.54) |
0.19% | Details | |
| 5/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | Docusign Inc. | DOCU | Maintain | In Line (N/A) |
|
Details | ||
| 4/10/2024 | Cognyte Software Ltd. | CGNT | Maintain | In Line (N/A) |
|
Details | ||
| 3/15/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2024 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 3/8/2024 | Docusign Inc. | DOCU | Maintain | In Line (N/A) |
|
Details | ||
| 3/7/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | In Line (N/A) |
|
Details | ||
| 2/23/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 2/12/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2024 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 2/1/2024 | LiveRamp Holdings Inc. | RAMP | New Coverage | Outperform (N/A) |
39.48 (27.41) |
-30.57% | Details | |
| 1/31/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 1/9/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | Okta, Inc | OKTA | Maintain | In Line (N/A) |
|
Details | ||
| 1/9/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2023 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 12/1/2023 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 11/7/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 10/9/2023 | Splunk | SPLK | Downgrade | In Line (Outperform) |
146.70 (156.90) |
6.95% | Details | |
| 10/9/2023 | Oracle | ORCL | Upgrade | Outperform (In Line) |
109.96 (157.53) |
43.26% | Details | |
| 9/21/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2023 | Oracle | ORCL | Maintain | In Line (N/A) |
|
Details | ||
| 9/1/2023 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 8/25/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2023 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 7/28/2023 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 7/11/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2023 | Oracle | ORCL | Maintain | In Line (N/A) |
|
Details | ||
| 6/12/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 6/2/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2023 | CCC Intelligent Solutions Holdings Inc. | CCCS | Upgrade | Outperform (In Line) |
9.92 (8.75) |
-11.79% | Details | |
| 5/10/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Blackbaud | BLKB | Maintain | In Line (N/A) |
|
Details | ||
| 4/28/2023 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 3/10/2023 | Oracle | ORCL | Maintain | In Line (N/A) |
|
Details | ||
| 3/10/2023 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | Qualtrics | XM | Downgrade | In Line (Outperform) |
17.13 (18.14) |
5.9% | Details | |
| 3/2/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2023 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2023 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2023 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/21/2022 | Cognyte Software Ltd. | CGNT | Maintain | In Line (N/A) |
|
Details | ||
| 12/2/2022 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 12/1/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | SolarWinds | SWI | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2022 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2022 | Oracle | ORCL | Maintain | In Line (N/A) |
|
Details | ||
| 9/7/2022 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 9/1/2022 | Samsara Inc | IOT | Maintain | In Line (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 8/5/2022 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2022 | Cognyte Software Ltd. | CGNT | Downgrade | In Line (Outperform) |
6.42 (7.98) |
24.3% | Details | |
| 6/17/2022 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2022 | Docusign Inc. | DOCU | Downgrade | In Line (Outperform) |
90.10 (74.70) |
-17.09% | Details | |
| 6/7/2022 | ExxonMobil | XOM | Upgrade | Outperform (In Line) |
98.84 (136.90) |
38.51% | Details | |
| 6/2/2022 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | Avepoint Inc. | AVPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | SolarWinds | SWI | Maintain | In Line (N/A) |
|
Details | ||
| 5/6/2022 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | In Line (N/A) |
|
Details | ||
| 5/5/2022 | Blackbaud | BLKB | Maintain | In Line (N/A) |
|
Details | ||
| 4/27/2022 | Microsoft | MSFT | Maintain | In Line (N/A) |
|
Details | ||
| 4/6/2022 | Cognyte Software Ltd. | CGNT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 3/22/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Oracle | ORCL | Maintain | In Line (N/A) |
|
Details | ||
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2022 | Blackbaud | BLKB | Maintain | In Line (N/A) |
|
Details | ||
| 2/18/2022 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 2/18/2022 | SolarWinds | SWI | Maintain | In Line (N/A) |
|
Details | ||
| 2/2/2022 | Citrix Systems | CTXS | Maintain | In Line (N/A) |
|
Details | ||
| 1/19/2022 | Qualtrics | XM | Upgrade | Outperform (In Line) |
26.38 (18.14) |
-31.24% | Details | |
| 1/10/2022 | Samsara Inc | IOT | New Coverage | In Line (N/A) |
22.99 (37.25) |
62.03% | Details | |
| 12/22/2021 | Cognyte Software Ltd. | CGNT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2021 | UiPath Inc. | PATH | Maintain | In Line (N/A) |
|
Details | ||
| 12/2/2021 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | VMware | VMW | Maintain | In Line (N/A) |
|
Details | ||
| 11/19/2021 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | In Line (N/A) |
|
Details | ||
| 11/9/2021 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Blackbaud | BLKB | Maintain | In Line (N/A) |
|
Details | ||
| 11/4/2021 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 10/29/2021 | Tyler Tech | TYL | Maintain | In Line (N/A) |
|
Details | ||
| 10/21/2021 | Qualtrics | XM | Maintain | In Line (N/A) |
|
Details | ||
| 10/13/2021 | HubSpot Inc | HUBS | Maintain | In Line (N/A) |
|
Details | ||
| 8/27/2021 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | In Line (N/A) |
10.73 (8.75) |
-18.45% | Details | |
| 7/26/2021 | EverCommerce Inc | EVCM | New Coverage | Outperform (N/A) |
17.45 (8.80) |
-49.57% | Details | |
| 7/16/2021 | Avepoint Inc. | AVPT | New Coverage | Outperform (N/A) |
9.43 (10.40) |
10.29% | Details | |
| 6/30/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2021 | Snowflake Inc. | SNOW | New Coverage | Outperform (N/A) |
216.95 (225.95) |
4.15% | Details | |
| 3/22/2021 | Oracle | ORCL | New Coverage | (In Line) |
66.26 (157.53) |
137.75% | Details | |
| 3/12/2021 | Docusign Inc. | DOCU | Upgrade | Outperform (Underperform) |
225.22 (44.24) |
-80.36% | Details | |
| 2/23/2021 | Intuit | INTU | Upgrade | Outperform (In Line) |
401.55 (262.24) |
-34.69% | Details | |
| 2/23/2021 | ExxonMobil | XOM | New Coverage | In Line (N/A) |
54.30 (136.90) |
152.12% | Details | |
| 5/28/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Zendesk | ZEN | Downgrade | In Line (Outperform) |
73.74 (77.48) |
5.07% | Details | |
| 4/20/2020 | Blackbaud | BLKB | Upgrade | In Line (Underperform) |
50.50 (70.96) |
40.51% | Details | |
| 11/7/2019 | LiveRamp Holdings Inc. | RAMP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2019 | Docusign Inc. | DOCU | New Coverage | Outperform (N/A) |
66.19 (44.24) |
-33.16% | Details | |
| 10/22/2019 | Anaplan Inc. | PLAN | Upgrade | Outperform (In Line) |
44.33 (63.73) |
43.76% | Details | |
| 10/22/2019 | Workday | WDAY | Upgrade | Outperform (In Line) |
154.09 (129.21) |
-16.15% | Details | |
| 6/20/2019 | Oracle | ORCL | Maintain | In Line (N/A) |
|
Details | ||
| 2/28/2019 | LiveRamp Holdings Inc. | RAMP | New Coverage | Outperform (N/A) |
52.26 (39.48) |
-24.45% | Details | |
| 2/4/2019 | VMware | VMW | New Coverage | In Line (N/A) |
151.07 (142.48) |
-5.69% | Details | |
| 11/13/2018 | SolarWinds | SWI | New Coverage | Outperform (N/A) |
15.07 (19.03) |
26.28% | Details | |
| 11/6/2018 | Anaplan Inc. | PLAN | New Coverage | In Line (N/A) |
24.74 (44.33) |
79.18% | Details | |
| 10/30/2018 | Red Hat | RHT | Downgrade | In Line (Outperform) |
116.68 (187.71) |
60.88% | Details |
