Ratings by Evercore ISI (Peter Levine)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Zscaler | ZS | Downgrade | In Line (Outperform) |
182.37 (126.17) |
-30.82% | Details | |
| 5/20/2026 | 8x8 | EGHT | Maintain | In Line (N/A) |
|
Details | ||
| 5/8/2026 | Akamai Technologies | AKAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Checkpoint Software | CHKP | Maintain | In Line (N/A) |
|
Details | ||
| 4/14/2026 | Fastly Inc. | FSLY | New Coverage | Outperform (N/A) |
24.37 (16.66) |
-31.64% | Details | |
| 4/14/2026 | Akamai Technologies | AKAM | New Coverage | Outperform (N/A) |
91.35 (119.87) |
31.22% | Details | |
| 3/18/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2026 | Five9, Inc | FIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 2/4/2026 | 8x8 | EGHT | Maintain | In Line (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | In Line (N/A) |
|
Details | ||
| 11/28/2025 | CrowdStrike Holdings | CRWD | Maintain | In Line (In Line) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | In Line (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | In Line (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | CrowdStrike Holdings | CRWD | Maintain | In Line (N/A) |
|
Details | ||
| 8/12/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Verint Systems | VRNT | Maintain | In Line (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Downgrade | In Line (Outperform) |
479.17 (680.92) |
42.1% | Details | |
| 5/30/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | 8x8 | EGHT | Maintain | In Line (N/A) |
|
Details | ||
| 5/9/2025 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 5/2/2025 | Five9, Inc | FIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | Verint Systems | VRNT | Maintain | In Line (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Outperform (N/A) |
22.05 (12.88) |
-41.59% | Details | |
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | RingCentral | RNG | Maintain | In Line (N/A) |
|
Details | ||
| 12/31/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | Verint Systems | VRNT | Maintain | In Line (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2024 | Zoom Video | ZM | Upgrade | Outperform (In Line) |
89.03 (86.45) |
-2.9% | Details | |
| 11/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2024 | Verint Systems | VRNT | Maintain | In Line (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 8/22/2024 | Zoom Video | ZM | Maintain | In Line (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | RingCentral | RNG | Maintain | In Line (N/A) |
|
Details | ||
| 7/30/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 2/2/2024 | Gen Digital Inc | GEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Okta, Inc | OKTA | Maintain | In Line (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | LivePerson | LPSN | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 11/2/2023 | 8x8 | EGHT | Maintain | In Line (N/A) |
|
Details | ||
| 9/21/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Verint Systems | VRNT | Downgrade | In Line (Outperform) |
30.87 (20.51) |
-33.56% | Details | |
| 9/6/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | Okta, Inc | OKTA | Upgrade | In Line (Underperform) |
73.57 (96.36) |
30.98% | Details | |
| 8/21/2023 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 6/2/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2023 | Zoom Video | ZM | Maintain | In Line (N/A) |
|
Details | ||
| 5/19/2023 | Gen Digital Inc | GEN | New Coverage | Outperform (N/A) |
16.04 (29.28) |
82.54% | Details | |
| 5/12/2023 | 8x8 | EGHT | Maintain | In Line (N/A) |
|
Details | ||
| 5/10/2023 | RingCentral | RNG | Maintain | In Line (N/A) |
|
Details | ||
| 5/10/2023 | LivePerson | LPSN | Maintain | In Line (N/A) |
|
Details | ||
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Underperform (N/A) |
|
Details | ||
| 2/23/2023 | Five9, Inc | FIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | RingCentral | RNG | Downgrade | In Line (Outperform) |
48.41 (35.42) |
-26.83% | Details | |
| 2/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 1/17/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2022 | Coupa Software | COUP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2022 | Zoom Video | ZM | Maintain | In Line (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | LivePerson | LPSN | Maintain | In Line (N/A) |
|
Details | ||
| 11/8/2022 | Five9, Inc | FIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2022 | Palo Alto Networks | PANW | New Coverage | Outperform (N/A) |
175.65 (290.92) |
65.62% | Details | |
| 10/6/2022 | Okta, Inc | OKTA | New Coverage | Underperform (N/A) |
59.49 (118.16) |
98.62% | Details | |
| 10/6/2022 | Zscaler | ZS | New Coverage | Outperform (N/A) |
180.15 (182.37) |
1.23% | Details | |
| 10/6/2022 | CrowdStrike Holdings | CRWD | New Coverage | Outperform (N/A) |
176.70 (479.17) |
171.18% | Details | |
| 9/8/2022 | Verint Systems | VRNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2022 | Zoom Video | ZM | Maintain | In Line (N/A) |
|
Details | ||
| 8/19/2022 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 8/9/2022 | LivePerson | LPSN | Maintain | In Line (N/A) |
|
Details | ||
| 8/8/2022 | Avalara | AVLR | Downgrade | In Line (Outperform) |
95.55 (93.48) |
-2.17% | Details | |
| 6/24/2022 | 8x8 | EGHT | Downgrade | In Line (Outperform) |
5.46 (1.66) |
-69.6% | Details | |
| 6/8/2022 | Verint Systems | VRNT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 4/7/2022 | Coupa Software | COUP | Upgrade | Outperform (In Line) |
104.51 (80.97) |
-22.52% | Details | |
| 3/15/2022 | Coupa Software | COUP | Maintain | In Line (N/A) |
|
Details | ||
| 3/1/2022 | Zoom Video | ZM | Maintain | In Line (N/A) |
|
Details | ||
| 2/25/2022 | LivePerson | LPSN | Downgrade | In Line (Outperform) |
22.83 (1.92) |
-91.59% | Details | |
| 2/24/2022 | Five9, Inc | FIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | In Line (N/A) |
|
Details | ||
| 12/21/2021 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2021 | Coupa Software | COUP | Maintain | In Line (N/A) |
|
Details | ||
| 11/23/2021 | Zoom Video | ZM | Maintain | In Line (N/A) |
|
Details | ||
| 11/12/2021 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Avalara | AVLR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | Five9, Inc | FIVN | Downgrade | In Line (Outperform) |
159.84 (19.06) |
-88.08% | Details | |
| 10/29/2021 | Bill.com Holdings Inc. | BILL | New Coverage | In Line (N/A) |
290.17 (32.29) |
-88.87% | Details | |
| 10/29/2021 | Zoom Video | ZM | New Coverage | In Line (N/A) |
272.81 (89.03) |
-67.37% | Details | |
| 10/1/2021 | Five9, Inc | FIVN | Upgrade | Outperform (In Line) |
159.74 (19.06) |
-88.07% | Details | |
| 6/2/2021 | Verint Systems | VRNT | New Coverage | Outperform (N/A) |
46.11 (20.51) |
-55.52% | Details | |
| 8/20/2020 | 8x8 | EGHT | New Coverage | Outperform (N/A) |
16.28 (1.66) |
-89.8% | Details | |
| 8/20/2020 | Five9, Inc | FIVN | New Coverage | In Line (N/A) |
124.94 (19.06) |
-84.74% | Details | |
| 8/12/2020 | Coupa Software | COUP | Downgrade | In Line (Outperform) |
281.56 (80.97) |
-71.24% | Details | |
| 4/8/2020 | RingCentral | RNG | New Coverage | Outperform (N/A) |
223.10 (35.42) |
-84.12% | Details | |
| 9/27/2019 | Coupa Software | COUP | New Coverage | Outperform (N/A) |
136.71 (80.97) |
-40.77% | Details | |
| 8/15/2019 | LivePerson | LPSN | Maintain | Outperform (N/A) |
|
Details |
