Ratings by BofA Securities (Michael Funk)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/15/2026 | Terawulf Inc. | WULF | New Coverage | Buy (N/A) |
26.06 (28.98) |
11.2% | Details | |
| 6/8/2026 | Blackstone Digital Infrastructure Trust | BXDC | New Coverage | Neutral (N/A) |
21.84 (22.14) |
1.37% | Details | |
| 5/22/2026 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | SBA Communications | SBAC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Equinix | EQIX | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2026 | American Tower | AMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | AST Spacemobile | ASTS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/19/2026 | Digital Realty Trust | DLR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2026 | AST Spacemobile | ASTS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2026 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2026 | Equinix | EQIX | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2026 | Digital Realty Trust | DLR | Downgrade | Neutral (Buy) |
154.87 (188.15) |
21.49% | Details | |
| 11/11/2025 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | Twilio | TWLO | Maintain | Underperform (N/A) |
|
Details | ||
| 10/29/2025 | AST Spacemobile | ASTS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2025 | SBA Communications | SBAC | Downgrade | Neutral (Buy) |
218.84 (186.87) |
-14.61% | Details | |
| 8/21/2025 | monday.com Ltd. | MNDY | Downgrade | Neutral (Buy) |
173.37 (71.53) |
-58.74% | Details | |
| 7/14/2025 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/25/2025 | AST Spacemobile | ASTS | New Coverage | Neutral (N/A) |
53.22 (80.66) |
51.56% | Details | |
| 6/4/2025 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | SBA Communications | SBAC | New Coverage | Buy (N/A) |
233.08 (218.84) |
-6.11% | Details | |
| 5/19/2025 | Equinix | EQIX | New Coverage | Buy (N/A) |
875.92 (1092.19) |
24.69% | Details | |
| 5/19/2025 | Crown Castle | CCI | New Coverage | Buy (N/A) |
102.32 (82.05) |
-19.81% | Details | |
| 5/19/2025 | Digital Realty Trust | DLR | New Coverage | Buy (N/A) |
170.05 (154.87) |
-8.93% | Details | |
| 5/19/2025 | American Tower | AMT | New Coverage | Buy (N/A) |
213.38 (176.05) |
-17.49% | Details | |
| 3/11/2025 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2025 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2025 | Twilio | TWLO | Maintain | Underperform (N/A) |
|
Details | ||
| 12/12/2024 | Box, Inc. | BOX | New Coverage | Buy (N/A) |
32.27 (24.84) |
-23.02% | Details | |
| 12/12/2024 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2024 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2024 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2024 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | Buy (N/A) |
10.54 (8.75) |
-16.98% | Details | |
| 8/5/2024 | Five9, Inc | FIVN | Upgrade | Buy (Underperform) |
40.77 (19.40) |
-52.42% | Details | |
| 2/27/2024 | Unity Software | U | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | monday.com Ltd. | MNDY | New Coverage | Buy (N/A) |
207.90 (173.37) |
-16.61% | Details | |
| 2/26/2024 | Smartsheet Inc. | SMAR | New Coverage | Underperform (N/A) |
42.04 (56.47) |
34.32% | Details | |
| 2/26/2024 | Asana | ASAN | New Coverage | Buy (N/A) |
17.94 (6.92) |
-61.43% | Details | |
| 9/15/2023 | Unity Software | U | Upgrade | Buy (Neutral) |
35.71 (24.15) |
-32.37% | Details | |
| 6/30/2023 | Weave Communications Inc | WEAV | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Twilio | TWLO | Maintain | Underperform (N/A) |
|
Details | ||
| 2/27/2023 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2023 | Twilio | TWLO | Maintain | Underperform (N/A) |
|
Details | ||
| 11/23/2022 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Alarm.com | ALRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2022 | Five9, Inc | FIVN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/4/2022 | Twilio | TWLO | Maintain | Underperform (N/A) |
|
Details | ||
| 11/2/2022 | Twilio | TWLO | Downgrade | Underperform (Buy) |
75.08 (186.17) |
147.96% | Details | |
| 9/30/2022 | Unity Software | U | New Coverage | Neutral (N/A) |
31.77 (27.48) |
-13.5% | Details | |
| 8/25/2022 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | Alarm.com | ALRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2022 | 8x8 | EGHT | Upgrade | Buy (Neutral) |
4.49 (1.84) |
-59.02% | Details | |
| 7/22/2022 | Autodesk | ADSK | New Coverage | Neutral (N/A) |
199.10 (236.07) |
18.57% | Details | |
| 6/3/2022 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | Buy (N/A) |
9.47 (10.54) |
11.3% | Details | |
| 6/1/2022 | 8x8 | EGHT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2022 | Alarm.com | ALRM | New Coverage | Buy (N/A) |
60.15 (44.38) |
-26.22% | Details | |
| 3/3/2022 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2022 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Twilio | TWLO | New Coverage | Buy (N/A) |
176.75 (186.17) |
5.33% | Details | |
| 1/28/2022 | 8x8 | EGHT | New Coverage | Neutral (N/A) |
14.25 (1.84) |
-87.09% | Details | |
| 1/28/2022 | Five9, Inc | FIVN | New Coverage | Underperform (N/A) |
118.48 (19.40) |
-83.63% | Details | |
| 12/6/2021 | Weave Communications Inc | WEAV | New Coverage | Buy (N/A) |
16.24 (5.20) |
-67.98% | Details | |
| 9/29/2021 | CyrusOne | CONE | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2021 | Cushman & Wakefield | CWK | Downgrade | Underperform (Neutral) |
18.68 (12.90) |
-30.94% | Details | |
| 2/25/2021 | Newmark Group, Inc. | NMRK | Upgrade | Buy (Neutral) |
10.51 (14.87) |
41.48% | Details | |
| 4/9/2020 | Jones Lang LaSalle | JLL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2020 | Cushman & Wakefield | CWK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2020 | CBRE Group | CBRE | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2020 | Newmark Group, Inc. | NMRK | Downgrade | Underperform (Buy) |
3.78 (14.87) |
293.39% | Details | |
| 10/18/2019 | Newmark Group, Inc. | NMRK | New Coverage | Buy (N/A) |
9.28 (3.78) |
-59.27% | Details | |
| 10/18/2019 | Cushman & Wakefield | CWK | New Coverage | Neutral (N/A) |
18.04 (18.68) |
3.55% | Details | |
| 4/12/2019 | CyrusOne | CONE | Upgrade | Buy (Neutral) |
55.53 (90.36) |
62.72% | Details | |
| 1/2/2019 | CyrusOne | CONE | Downgrade | Neutral (Buy) |
52.88 (55.53) |
5.01% | Details | |
| 11/20/2018 | Iron Mountain | IRM | New Coverage | Neutral (N/A) |
33.86 (127.83) |
277.53% | Details |
