| 10/02/2026 | ORCL | Buy Now | Oracle | $142.37 | 100.18% | | $285 → $285 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 10/02/2026 | AI | Buy Now | C3.ai | $11.00 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 09/30/2026 | MDB | Buy Now | MongoDB | $358.05 | 44.95% | | $519 → $519 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/29/2026 | AI | Buy Now | C3.ai | $11.00 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 09/21/2026 | CXM | Buy Now | Sprinklr | $5.10 | 115.69% | | $11 → $11 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/18/2026 | CRM | Buy Now | Salesforce | $233.97 | 34.63% | | $315 → $315 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/15/2026 | MSFT | Buy Now | Microsoft | $517.19 | 6.34% | | $550 → $550 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/11/2026 | ADBE | Buy Now | Adobe | $237.46 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 09/10/2026 | NAVN | Buy Now | Navan | $21.35 | 77.99% | | $38 → $38 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/09/2026 | ORCL | Buy Now | Oracle | $142.37 | 100.18% | | $285 → $285 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/09/2026 | BRZE | Buy Now | Braze | $25.42 | 37.69% | | $35 → $35 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/04/2026 | DOCU | Buy Now | Docusign | $68.87 | 24.87% | | $86 → $86 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/04/2026 | ASAN | Buy Now | Asana | $8.63 | 73.81% | | $15 → $15 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/03/2026 | SNOW | Buy Now | Snowflake | $341.59 | 42.86% | | $408 → $488 | Maintains | Market Outperform | Get Alert |
| 09/03/2026 | AI | Buy Now | C3.ai | $11.00 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 09/02/2026 | MDB | Buy Now | MongoDB | $358.05 | 44.95% | | $519 → $519 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 08/31/2026 | NET | Buy Now | Cloudflare | $348.91 | 12.92% | | $394 → $394 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 08/27/2026 | TWLO | Buy Now | Twilio | $294.52 | -6.63% | | $275 → $275 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 08/27/2026 | CRM | Buy Now | Salesforce | $233.97 | 34.63% | | $315 → $315 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 08/26/2026 | ZM | Buy Now | Zoom Communications | $92.88 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 08/25/2026 | CRM | Buy Now | Salesforce | $233.97 | 34.63% | | $315 → $315 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 08/19/2026 | MDB | Buy Now | MongoDB | $358.05 | 44.95% | | $366 → $519 | Maintains | Market Outperform | Get Alert |
| 08/18/2026 | DOCU | Buy Now | Docusign | $68.87 | 24.87% | | $86 → $86 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 08/18/2026 | SNOW | Buy Now | Snowflake | $341.59 | 19.44% | | $325 → $408 | Maintains | Market Outperform | Get Alert |
| 08/17/2026 | DOMO | Buy Now | Domo | $3.59 | -37.33% | | $2.25 → $2.25 | Reiterates | Market Underperform → Market Underperform | Get Alert |
| 08/07/2026 | TWLO | Buy Now | Twilio | $294.52 | -6.63% | | $250 → $275 | Maintains | Market Outperform | Get Alert |
| 08/07/2026 | NET | Buy Now | Cloudflare | $348.91 | 12.92% | | $330 → $394 | Maintains | Market Outperform | Get Alert |
| 07/30/2026 | MSFT | Buy Now | Microsoft | $517.19 | 6.34% | | $550 → $550 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 07/28/2026 | MSFT | Buy Now | Microsoft | $517.19 | 6.34% | | $550 → $550 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 07/22/2026 | PEGA | Buy Now | Pegasystems | $33.93 | — | | — | Downgrade | Market Outperform → Market Perform | Get Alert |
| 07/20/2026 | TWLO | Buy Now | Twilio | $294.52 | -15.12% | | $210 → $250 | Maintains | Market Outperform | Get Alert |
| 07/20/2026 | NET | Buy Now | Cloudflare | $348.91 | -5.42% | | $270 → $330 | Maintains | Market Outperform | Get Alert |
| 07/20/2026 | DDOG | Buy Now | Datadog | $276.23 | 12.59% | | $225 → $311 | Maintains | Market Outperform | Get Alert |
| 07/07/2026 | ASAN | Buy Now | Asana | $8.63 | 73.81% | | $15 → $15 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 07/01/2026 | TEAM | Buy Now | Atlassian | $187.84 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 06/16/2026 | DOMO | Buy Now | Domo | $3.59 | -37.33% | | $3.5 → $2.25 | Maintains | Market Underperform | Get Alert |
| 06/15/2026 | NET | Buy Now | Cloudflare | $348.91 | -22.62% | | $270 → $270 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 06/12/2026 | ADBE | Buy Now | Adobe | $237.46 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 06/11/2026 | NAVN | Buy Now | Navan | $21.35 | 77.99% | | $31 → $38 | Maintains | Market Outperform | Get Alert |
| 06/10/2026 | TDC | Buy Now | Teradata | $30.19 | 62.31% | | $49 → $49 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 06/10/2026 | PEGA | Buy Now | Pegasystems | $33.93 | 70.94% | | $58 → $58 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 06/04/2026 | MSFT | Buy Now | Microsoft | $517.19 | 6.34% | | $550 → $550 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 06/04/2026 | AI | Buy Now | C3.ai | $11.00 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 06/01/2026 | MSFT | Buy Now | Microsoft | $517.19 | 6.34% | | → $550 | Initiates | → Market Outperform | Get Alert |
| 05/29/2026 | MDB | Buy Now | MongoDB | $358.05 | 2.22% | | $366 → $366 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 05/29/2026 | ASAN | Buy Now | Asana | $8.63 | 73.81% | | $15 → $15 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 05/28/2026 | CRM | Buy Now | Salesforce | $233.97 | 34.63% | | $315 → $315 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 05/28/2026 | BRZE | Buy Now | Braze | $25.42 | 37.69% | | $35 → $35 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 05/20/2026 | ZM | Buy Now | Zoom Communications | $92.88 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 05/19/2026 | SNOW | Buy Now | Snowflake | $341.59 | -4.86% | | $325 → $325 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 05/15/2026 | BAND | Buy Now | Bandwidth | $63.74 | 9.82% | | $45 → $70 | Maintains | Market Outperform | Get Alert |
| 05/08/2026 | PCTY | Buy Now | Paylocity Holding | $144.47 | 3.83% | | $170 → $150 | Maintains | Market Outperform | Get Alert |
| 05/07/2026 | NICE | Buy Now | NICE | $113.50 | 49.78% | | $200 → $170 | Maintains | Market Outperform | Get Alert |
| 05/05/2026 | NOW | Buy Now | ServiceNow | $134.15 | 17.03% | | $157 → $157 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 05/01/2026 | TWLO | Buy Now | Twilio | $294.52 | -28.7% | | $185 → $210 | Maintains | Market Outperform | Get Alert |
| 04/29/2026 | BRZE | Buy Now | Braze | $25.42 | 37.69% | | $35 → $35 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 04/28/2026 | BL | Buy Now | BlackLine | $27.04 | 158.9% | | $70 → $70 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 04/23/2026 | NOW | Buy Now | ServiceNow | $134.15 | 17.03% | | $260 → $157 | Maintains | Market Outperform | Get Alert |
| 03/26/2026 | DOCN | Buy Now | DigitalOcean Holdings | $140.68 | -25.36% | | $83 → $105 | Maintains | Market Outperform | Get Alert |
| 03/25/2026 | BRZE | Buy Now | Braze | $25.42 | 37.69% | | $68 → $35 | Maintains | Market Outperform | Get Alert |
| 03/18/2026 | DOCU | Buy Now | Docusign | $68.87 | 24.87% | | $124 → $86 | Maintains | Market Outperform | Get Alert |
| 03/12/2026 | CXM | Buy Now | Sprinklr | $5.10 | 115.69% | | $17 → $11 | Maintains | Market Outperform | Get Alert |
| 02/26/2026 | AI | Buy Now | C3.ai | $11.00 | — | | — | Downgrade | Market Outperform → Market Perform | Get Alert |
| 02/25/2026 | DOCN | Buy Now | DigitalOcean Holdings | $140.68 | -41% | | $60 → $83 | Maintains | Market Outperform | Get Alert |
| 02/24/2026 | ZM | Buy Now | Zoom Communications | $92.88 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 02/18/2026 | WDAY | Buy Now | Workday | $186.23 | — | | — | Downgrade | Market Outperform → Market Perform | Get Alert |
| 02/18/2026 | SMWB | Buy Now | Similarweb | $7.96 | — | | — | Downgrade | Market Outperform → Market Perform | Get Alert |
| 02/13/2026 | DOMO | Buy Now | Domo | $3.59 | -2.51% | | → $3.5 | Downgrade | Market Outperform → Market Underperform | Get Alert |
| 02/12/2026 | VERX | Buy Now | Vertex | $12.01 | 108.16% | | $37 → $25 | Maintains | Market Outperform | Get Alert |
| 02/12/2026 | PEGA | Buy Now | Pegasystems | $33.93 | 70.94% | | $78 → $58 | Maintains | Market Outperform | Get Alert |
| 02/11/2026 | TDC | Buy Now | Teradata | $30.19 | 62.31% | | $42 → $49 | Maintains | Market Outperform | Get Alert |
| 02/11/2026 | FRSH | Buy Now | Freshworks | $12.97 | 23.36% | | $27 → $16 | Maintains | Market Outperform | Get Alert |
| 02/11/2026 | DDOG | Buy Now | Datadog | $276.23 | — | | — | Reiterates | Market Perform → Market Perform | Get Alert |
| 02/11/2026 | BL | Buy Now | BlackLine | $27.04 | 158.9% | | $70 → $70 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 02/06/2026 | PCTY | Buy Now | Paylocity Holding | $144.47 | 17.67% | | $245 → $170 | Maintains | Market Outperform | Get Alert |
| 02/05/2026 | ORCL | Buy Now | Oracle | $142.37 | 100.18% | | $342 → $285 | Maintains | Market Outperform | Get Alert |
| 01/29/2026 | ALKT | Buy Now | Alkami Technology | $13.89 | 187.98% | | $40 → $40 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 01/09/2026 | CFLT | Buy Now | Confluent | — | — | | — | Downgrade | Market Outperform → Market Perform | Get Alert |
| 12/30/2025 | TWLO | Buy Now | Twilio | $294.52 | -37.19% | | $165 → $185 | Maintains | Market Outperform | Get Alert |
| 12/23/2025 | NAVN | Buy Now | Navan | $21.35 | 17.1% | | $25 → $25 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 12/10/2025 | BRZE | Buy Now | Braze | $25.42 | 167.51% | | $68 → $68 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 12/04/2025 | CRM | Buy Now | Salesforce | $233.97 | 73.1% | | $430 → $405 | Maintains | Market Outperform | Get Alert |
| 12/03/2025 | JAMF | Buy Now | Jamf Holding | — | — | | — | Downgrade | Market Outperform → Market Perform | Get Alert |
| 12/02/2025 | CRM | Buy Now | Salesforce | $233.97 | 83.78% | | $430 → $430 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 12/02/2025 | MDB | Buy Now | MongoDB | $358.05 | 32.66% | | $435 → $475 | Maintains | Market Outperform | Get Alert |
| 11/26/2025 | WDAY | Buy Now | Workday | $186.23 | 69.15% | | $315 → $315 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 11/24/2025 | NAVN | Buy Now | Navan | $21.35 | 17.1% | | → $25 | Initiates | → Market Outperform | Get Alert |
| 11/14/2025 | NICE | Buy Now | NICE | $113.50 | 76.21% | | $300 → $200 | Maintains | Market Outperform | Get Alert |
| 11/10/2025 | TDC | Buy Now | Teradata | $30.19 | 39.12% | | → $42 | Upgrade | Market Perform → Market Outperform | Get Alert |
| 11/05/2025 | PCTY | Buy Now | Paylocity Holding | $144.47 | 69.59% | | $270 → $245 | Maintains | Market Outperform | Get Alert |
| 11/04/2025 | VERX | Buy Now | Vertex | $12.01 | 208.08% | | $50 → $37 | Maintains | Market Outperform | Get Alert |
| 11/04/2025 | MDB | Buy Now | MongoDB | $358.05 | 21.49% | | $375 → $435 | Maintains | Market Outperform | Get Alert |
| 10/31/2025 | ALKT | Buy Now | Alkami Technology | $13.89 | 187.98% | | $46 → $40 | Maintains | Market Outperform | Get Alert |
| 10/28/2025 | SNOW | Buy Now | Snowflake | $341.59 | -4.86% | | $283 → $325 | Maintains | Market Outperform | Get Alert |
| 10/23/2025 | SAP | Buy Now | SAP | $208.57 | 79.8% | | $375 → $375 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 10/17/2025 | ORCL | Buy Now | Oracle | $142.37 | 140.22% | | $342 → $342 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 10/17/2025 | CRM | Buy Now | Salesforce | $233.97 | 83.78% | | $430 → $430 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 10/07/2025 | VIA | Buy Now | Via Transportation | $29.33 | 101.16% | | → $59 | Initiates | → Market Outperform | Get Alert |
| 10/03/2025 | DOCU | Buy Now | Docusign | $68.87 | 80.05% | | $124 → $124 | Reiterates | Market Outperform → Market Outperform | Get Alert |
| 09/24/2025 | ORCL | Buy Now | Oracle | $142.37 | 140.22% | | $342 → $342 | Reiterates | Market Outperform → Market Outperform | Get Alert |