Ratings by Roth/MKM (Richard Baldry)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/15/2026 | Research Solutions Inc. | RSSS | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2026 | Virtra | VTSI | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2026 | FiscalNote Holdings | NOTE | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Gloo Holdings | GLOO | New Coverage | Buy (N/A) |
6.50 (4.59) |
-29.38% | Details | |
| 12/4/2025 | Synchronoss Technologies | SNCR | Downgrade | Neutral (Buy) |
5.30 (9.00) |
69.81% | Details | |
| 11/17/2025 | Forian Inc. | FORA | Downgrade | Neutral (Buy) |
2.14 (2.17) |
1.4% | Details | |
| 11/25/2024 | Synchronoss Technologies | SNCR | Upgrade | Buy (Neutral) |
8.93 (5.30) |
-40.65% | Details | |
| 11/14/2024 | OptimizeRX | OPRX | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | CareCloud | CCLD | Downgrade | Neutral (Buy) |
2.61 (2.21) |
-15.33% | Details | |
| 10/1/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2024 | Research Solutions Inc. | RSSS | Maintain | Buy (Buy) |
|
Details | ||
| 9/20/2024 | Research Solutions Inc. | RSSS | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | Five9, Inc | FIVN | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Synchronoss Technologies | SNCR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2024 | AudioEye | AEYE | New Coverage | Buy (N/A) |
18.26 (5.98) |
-67.25% | Details | |
| 5/21/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | Upland Software | UPLD | Maintain | Sell (N/A) |
|
Details | ||
| 5/3/2024 | Five9, Inc | FIVN | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2024 | Virtra | VTSI | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | LivePerson | LPSN | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | LivePerson | LPSN | Downgrade | Neutral (Buy) |
2.57 (1.92) |
-25.29% | Details | |
| 2/9/2024 | eGain Corporation | EGAN | Maintain | Buy (N/A) |
|
Details | ||
| 12/20/2023 | Forian Inc. | FORA | New Coverage | Buy (N/A) |
2.48 (2.14) |
-13.71% | Details | |
| 11/10/2023 | Upland Software | UPLD | Downgrade | Sell (Neutral) |
4.96 (4.85) |
-2.22% | Details | |
| 11/8/2023 | Synchronoss Technologies | SNCR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2023 | CareCloud | CCLD | Upgrade | Buy (Neutral) |
1.09 (2.61) |
139.45% | Details | |
| 8/31/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | LivePerson | LPSN | Upgrade | Buy (Neutral) |
4.02 (2.57) |
-36.07% | Details | |
| 8/8/2023 | Five9, Inc | FIVN | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | CareCloud | CCLD | Downgrade | Neutral (Buy) |
3.24 (2.21) |
-31.79% | Details | |
| 8/3/2023 | Rimini Street | RMNI | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | FiscalNote Holdings | NOTE | New Coverage | Buy (N/A) |
3.00 (0.14) |
-95.33% | Details | |
| 5/23/2023 | Five9, Inc | FIVN | New Coverage | Buy (N/A) |
61.53 (19.06) |
-69.02% | Details | |
| 5/8/2023 | Upland Software | UPLD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2023 | LivePerson | LPSN | Downgrade | Neutral (Buy) |
9.77 (1.92) |
-80.35% | Details | |
| 2/24/2023 | Upland Software | UPLD | Upgrade | Buy (Neutral) |
8.73 (4.85) |
-44.44% | Details | |
| 11/9/2022 | Synchronoss Technologies | SNCR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | Five9, Inc | FIVN | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | OptimizeRX | OPRX | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | CareCloud | MTBC | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2022 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2022 | salesforce.com | CRM | Upgrade | Buy (Neutral) |
163.73 (153.42) |
-6.3% | Details | |
| 5/18/2022 | Five9, Inc | FIVN | New Coverage | Buy (N/A) |
94.25 (19.06) |
-79.78% | Details | |
| 5/11/2022 | Synchronoss Technologies | SNCR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2022 | LivePerson | LPSN | Upgrade | Buy (Neutral) |
18.84 (9.77) |
-48.14% | Details | |
| 5/5/2022 | OptimizeRX | OPRX | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | LivePerson | LPSN | Downgrade | Neutral (Buy) |
24.34 (18.84) |
-22.6% | Details | |
| 1/19/2022 | Rimini Street | RMNI | Upgrade | Buy (Neutral) |
4.99 (4.17) |
-16.43% | Details | |
| 8/23/2021 | Reservoir Media Inc | RSVR | New Coverage | Buy (N/A) |
7.36 (10.21) |
38.72% | Details | |
| 8/10/2021 | Synchronoss Technologies | SNCR | Downgrade | Neutral (Buy) |
2.95 (8.93) |
202.71% | Details | |
| 7/6/2021 | Zeta Global Holdings Corp | ZETA | New Coverage | Buy (N/A) |
8.09 (19.51) |
141.16% | Details | |
| 6/30/2021 | Research Solutions Inc. | RSSS | New Coverage | Buy (N/A) |
2.73 (2.25) |
-17.58% | Details | |
| 5/11/2021 | Rimini Street | RMNI | Downgrade | Neutral (Buy) |
7.70 (4.99) |
-35.19% | Details | |
| 2/26/2021 | LivePerson | LPSN | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2021 | Rimini Street | RMNI | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2021 | OptimizeRX | OPRX | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2020 | eGain Corporation | EGAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | LivePerson | LPSN | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2020 | Medical Transcription Billing | MTBC | New Coverage | Buy (N/A) |
8.46 (3.13) |
-63% | Details | |
| 5/6/2020 | LivePerson | LPSN | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2020 | Five9, Inc | FIVN | Downgrade | Neutral (Buy) |
91.83 (19.06) |
-79.24% | Details | |
| 3/13/2020 | Rimini Street | RMNI | Downgrade | Neutral (Buy) |
3.66 (4.17) |
13.93% | Details | |
| 2/26/2020 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2020 | Five9, Inc | FIVN | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2019 | eGain Corporation | EGAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2019 | Medallia Inc. | MDLA | New Coverage | Buy (N/A) |
37.43 (33.99) |
-9.19% | Details | |
| 6/18/2019 | Synchronoss Technologies | SNCR | New Coverage | Buy (N/A) |
6.98 (2.95) |
-57.74% | Details | |
| 5/28/2019 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2019 | CryoPort | CYRX | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2019 | LivePerson | LPSN | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2019 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2019 | LivePerson | LPSN | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2019 | Attunity | ATTU | Downgrade | Neutral (Buy) |
19.93 (23.42) |
17.51% | Details | |
| 2/12/2019 | Ellie Mae | ELLI | Downgrade | Neutral (Buy) |
81.92 (98.99) |
20.84% | Details | |
| 2/4/2019 | Top Image Systems | TISA | Downgrade | Neutral (Buy) |
0.52 (0.85) |
63.46% | Details | |
| 2/4/2019 | Ultimate Software | ULTI | Downgrade | Neutral (Buy) |
277.83 (11.97) |
-95.69% | Details | |
| 1/31/2019 | Attunity | ATTU | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2018 | Rimini Street | RMNI | New Coverage | Buy (N/A) |
4.64 (4.17) |
-10.13% | Details | |
| 11/7/2018 | Five9, Inc | FIVN | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2018 | Ellie Mae | ELLI | Upgrade | Buy (Neutral) |
85.86 (81.92) |
-4.59% | Details | |
| 9/28/2018 | OptimizeRX | OPRX | Maintain | Buy (Buy) |
|
Details | ||
| 9/19/2018 | Attunity | ATTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2018 | OptimizeRX | OPRX | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2018 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details |
