Rishi Jaluria's Stock Ratings

RBC Capital Analyst

Rishi Jaluria is an analyst at RBC Capital. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 08/11/2025

Overall Average Return

-6.98%

Smart Score

54%

Overall Average Return Percentile

23rd

Number of Ratings

388
Buy Now
Get Alert
08/07/2025
FSLY
Fastly
$6.88
1.67%
$6 → $7
Maintains
Sector Perform
08/05/2025
GTM
ZoomInfo Technologies
$10.05
-30.35%
$6 → $7
Maintains
Underperform
08/05/2025
PLTR
Palantir Technologies
$185.10
-75.69%
$40 → $45
Maintains
Underperform
07/31/2025
MSFT
Microsoft
$523.79
22.19%
$525 → $640
Maintains
Outperform
07/25/2025
COUR
Coursera
$12.09
7.57%
$10 → $13
Maintains
Outperform
07/14/2025
CRM
Salesforce
$241.29
13.97%
$275 → $275
Maintains
Sector Perform
06/23/2025
GWRE
Guidewire Software
$214.62
35.12%
$290 → $290
Reiterates
Outperform → Outperform
06/18/2025
NICE
NICE
$149.05
34.19%
$200 → $200
Reiterates
Outperform → Outperform
06/16/2025
HNGE
Hinge Health
$57.70
-22.01%
→ $45
Initiates
→ Outperform
06/12/2025
ORCL
Oracle
$252.50
-22.77%
$145 → $195
Maintains
Sector Perform
06/05/2025
MDB
MongoDB
$210.08
52.32%
$320 → $320
Reiterates
Outperform → Outperform
06/04/2025
GWRE
Guidewire Software
$214.62
35.12%
$230 → $290
Maintains
Outperform
06/04/2025
ASAN
Asana
$13.08
-23.55%
$10 → $10
Reiterates
Underperform → Underperform
06/03/2025
PEGA
Pegasystems
$51.49
133.05%
$120 → $120
Reiterates
Outperform → Outperform
05/29/2025
CRM
Salesforce
$241.29
13.97%
$420 → $275
Downgrade
Outperform → Sector Perform
05/28/2025
BOX
Box
$31.89
-24.73%
$21 → $24
Maintains
Underperform
05/23/2025
WDAY
Workday
$221.25
53.67%
$340 → $340
Reiterates
Outperform → Outperform
05/23/2025
MSFT
Microsoft
$523.79
0.23%
$525 → $525
Reiterates
Outperform → Outperform
05/23/2025
INTU
Intuit
$747.52
13.71%
$760 → $850
Maintains
Outperform
05/22/2025
ZM
Zoom Communications
$71.71
32.48%
$95 → $95
Reiterates
Outperform → Outperform
05/20/2025
MDB
MongoDB
$210.08
52.32%
$320 → $320
Reiterates
Outperform → Outperform
05/16/2025
NICE
NICE
$149.05
34.19%
$200 → $200
Reiterates
Outperform → Outperform
05/08/2025
FSLY
Fastly
$6.88
-12.85%
$5 → $6
Maintains
Sector Perform
05/02/2025
FIVN
Five9
$24.12
45.11%
$30 → $35
Maintains
Outperform
05/01/2025
MSFT
Microsoft
$523.79
0.23%
$500 → $525
Maintains
Outperform
04/29/2025
PLTR
Palantir Technologies
$185.10
-78.39%
$40 → $40
Reiterates
Underperform → Underperform
04/24/2025
PEGA
Pegasystems
$51.49
133.05%
$100 → $120
Maintains
Outperform
03/19/2025
ZM
Zoom Communications
$71.71
32.48%
$95 → $95
Reiterates
Outperform → Outperform
03/19/2025
TWLO
Twilio
$97.96
-23.44%
$75 → $75
Reiterates
Underperform → Underperform
03/19/2025
NICE
NICE
$149.05
34.19%
$200 → $200
Reiterates
Outperform → Outperform
03/19/2025
FIVN
Five9
$24.12
169.49%
$65 → $65
Reiterates
Outperform → Outperform
03/19/2025
BOX
Box
$31.89
-34.14%
$21 → $21
Reiterates
Underperform → Underperform
03/14/2025
DOCU
DocuSign
$69.55
29.4%
$90 → $90
Reiterates
Sector Perform → Sector Perform
03/11/2025
ORCL
Oracle
$252.50
-42.57%
$165 → $145
Maintains
Sector Perform
03/06/2025
MDB
MongoDB
$210.08
52.32%
$400 → $320
Maintains
Outperform
02/26/2025
WDAY
Workday
$221.25
53.67%
$320 → $340
Maintains
Outperform
02/21/2025
NICE
NICE
$149.05
34.19%
$260 → $200
Maintains
Outperform
02/21/2025
AKAM
Akamai Techs
$72.69
23.81%
$100 → $90
Maintains
Sector Perform
02/20/2025
CWAN
Clearwater Analytics Hldg
$19.51
84.52%
$30 → $36
Maintains
Outperform
02/13/2025
HUBS
HubSpot
$443.01
114.44%
$825 → $950
Maintains
Outperform
02/13/2025
FSLY
Fastly
$6.88
16.19%
$10 → $8
Maintains
Sector Perform
02/04/2025
PLTR
Palantir Technologies
$185.10
-78.39%
$11 → $40
Maintains
Underperform
01/31/2025
COUR
Coursera
$12.09
-17.25%
$10 → $10
Reiterates
Outperform → Outperform
01/30/2025
MSFT
Microsoft
$523.79
-4.54%
$500 → $500
Reiterates
Outperform → Outperform
01/24/2025
TWLO
Twilio
$97.96
-23.44%
$50 → $75
Maintains
Underperform
01/21/2025
TWLO
Twilio
$97.96
-48.96%
$50 → $50
Reiterates
Underperform → Underperform
01/14/2025
CWAN
Clearwater Analytics Hldg
$19.51
53.77%
$36 → $30
Maintains
Outperform
01/03/2025
PEGA
Pegasystems
$51.49
123.34%
$90 → $115
Maintains
Outperform
01/03/2025
HUBS
HubSpot
$443.01
86.22%
$750 → $825
Maintains
Outperform
01/03/2025
FSLY
Fastly
$6.88
45.24%
$7 → $10
Maintains
Sector Perform
12/18/2024
WDAY
Workday
$221.25
44.63%
$300 → $320
Maintains
Outperform
12/10/2024
ORCL
Oracle
$252.50
-34.65%
$165 → $165
Reiterates
Sector Perform → Sector Perform
12/10/2024
MDB
MongoDB
$210.08
90.4%
$350 → $400
Maintains
Outperform
12/06/2024
VEEV
Veeva Systems
$281.07
1.4%
$275 → $285
Maintains
Outperform
12/06/2024
GWRE
Guidewire Software
$214.62
7.17%
$215 → $230
Maintains
Outperform
12/06/2024
DOCU
DocuSign
$69.55
29.4%
$57 → $90
Reiterates
Sector Perform → Sector Perform
12/06/2024
ASAN
Asana
$13.08
-23.55%
$10 → $10
Reiterates
Underperform → Underperform
12/05/2024
ORCL
Oracle
$252.50
-34.65%
$165 → $165
Reiterates
Sector Perform → Sector Perform
12/04/2024
BNS
Bank of Nova Scotia
$56.11
31.89%
$65 → $74
Maintains
Sector Perform
12/04/2024
CRM
Salesforce
$241.29
74.07%
$300 → $420
Maintains
Outperform
12/04/2024
BOX
Box
$31.89
-34.14%
$21 → $21
Reiterates
Underperform → Underperform
11/26/2024
ZM
Zoom Video Comms
$71.71
32.48%
$95 → $95
Reiterates
Outperform → Outperform
11/22/2024
INTU
Intuit
$747.52
1.67%
$760 → $760
Reiterates
Outperform → Outperform
11/22/2024
CWAN
Clearwater Analytics Hldg
$19.51
84.52%
$32 → $36
Maintains
Outperform
11/19/2024
GWRE
Guidewire Software
$214.62
0.18%
$215 → $215
Reiterates
Outperform → Outperform
11/15/2024
NICE
NICE
$149.05
74.44%
$260 → $260
Reiterates
Outperform → Outperform
11/08/2024
VEEV
Veeva Systems
$281.07
-2.16%
$250 → $275
Maintains
Outperform
11/07/2024
HUBS
HubSpot
$443.01
69.29%
$700 → $750
Maintains
Outperform
11/07/2024
FSLY
Fastly
$6.88
1.67%
$6 → $7
Maintains
Sector Perform
11/07/2024
CWAN
Clearwater Analytics Hldg
$19.51
64.02%
$28 → $32
Maintains
Outperform
11/05/2024
MSFT
Microsoft
$523.79
-4.54%
$500 → $500
Reiterates
Outperform → Outperform
10/25/2024
COUR
Coursera
$12.09
-17.25%
$18 → $10
Maintains
Outperform
10/24/2024
SMAR
Smartsheet
$56.5 → $56.5
Reiterates
Sector Perform → Sector Perform
10/23/2024
ASAN
Asana
$13.08
-23.55%
$10 → $10
Reiterates
Underperform → Underperform
10/11/2024
GWRE
Guidewire Software
$214.62
0.18%
$180 → $215
Maintains
Outperform
10/10/2024
ZM
Zoom Video Comms
$71.71
32.48%
$95 → $95
Reiterates
Outperform → Outperform
10/03/2024
NICE
NICE
$149.05
74.44%
$260 → $260
Reiterates
Outperform → Outperform
09/25/2024
SMAR
Smartsheet
$51 → $56.5
Maintains
Sector Perform
09/20/2024
HUBS
HubSpot
$443.01
58.01%
$700 → $700
Reiterates
Outperform → Outperform
09/19/2024
CRM
Salesforce
$241.29
24.33%
$300 → $300
Reiterates
Outperform → Outperform
09/19/2024
HUBS
HubSpot
$443.01
58.01%
$700 → $700
Reiterates
Outperform → Outperform
09/18/2024
CWAN
Clearwater Analytics Hldg
$19.51
43.52%
$25 → $28
Maintains
Outperform
09/06/2024
SMAR
Smartsheet
$43 → $51
Maintains
Sector Perform
09/06/2024
ZD
Ziff Davis
$36.09
163.23%
$95 → $95
Reiterates
Outperform → Outperform
09/06/2024
DOCU
DocuSign
$69.55
-18.04%
$52 → $57
Maintains
Sector Perform
09/06/2024
GWRE
Guidewire Software
$214.62
-16.13%
$170 → $180
Maintains
Outperform
09/04/2024
ASAN
Asana
$13.08
-23.55%
$10 → $10
Reiterates
Underperform → Underperform
08/30/2024
MDB
MongoDB
$210.08
66.6%
$350 → $350
Reiterates
Outperform → Outperform
08/29/2024
CRM
Salesforce
$241.29
24.33%
$300 → $300
Reiterates
Outperform → Outperform
08/29/2024
VEEV
Veeva Systems
$281.07
-11.05%
$250 → $250
Reiterates
Outperform → Outperform
08/28/2024
BOX
Box
$31.89
-34.14%
$21 → $21
Reiterates
Underperform → Underperform
08/16/2024
NICE
NICE
$149.05
74.44%
$230 → $260
Maintains
Outperform
08/15/2024
AKAM
Akamai Techs
$72.69
37.57%
$100 → $100
Reiterates
Sector Perform → Sector Perform
08/09/2024
AKAM
Akamai Techs
$72.69
37.57%
$92 → $100
Maintains
Sector Perform
08/08/2024
HUBS
HubSpot
$443.01
58.01%
$700 → $700
Reiterates
Outperform → Outperform
08/06/2024
ZI
ZoomInfo Technologies
$9 → $7
Maintains
Underperform
08/06/2024
PLTR
Palantir Technologies
$185.10
-95.14%
$9 → $9
Reiterates
Underperform → Underperform
07/31/2024
MSFT
Microsoft
$523.79
-4.54%
$500 → $500
Reiterates
Outperform → Outperform
07/26/2024
PEGA
Pegasystems
$51.49
74.79%
$77 → $90
Maintains
Outperform
07/26/2024
COUR
Coursera
$12.09
48.94%
$18 → $18
Reiterates
Outperform → Outperform
07/03/2024
INTU
Intuit
$747.52
1.67%
→ $760
Initiates
→ Outperform
06/27/2024
GWRE
Guidewire Software
$214.62
-20.79%
$130 → $170
Maintains
Outperform
06/21/2024
VEEV
Veeva Systems
$281.07
-11.05%
$250 → $250
Reiterates
Outperform → Outperform
06/12/2024
NICE
NICE
$149.05
54.31%
$265 → $230
Maintains
Outperform
06/11/2024
PEGA
Pegasystems
$51.49
49.54%
$77 → $77
Reiterates
Outperform → Outperform
06/07/2024
DOCU
DocuSign
$69.55
-25.23%
$59 → $52
Maintains
Sector Perform
06/06/2024
SMAR
Smartsheet
$36 → $43
Maintains
Sector Perform
06/05/2024
GWRE
Guidewire Software
$214.62
-39.43%
$130 → $130
Reiterates
Outperform → Outperform
05/29/2024
BOX
Box
$31.89
-34.14%
$21 → $21
Reiterates
Underperform → Underperform
05/24/2024
CRM
Salesforce
$241.29
45.06%
$350 → $350
Reiterates
Outperform → Outperform
05/24/2024
MSFT
Microsoft
$523.79
-4.54%
$500 → $500
Reiterates
Outperform → Outperform
05/24/2024
WDAY
Workday
$221.25
35.59%
$310 → $300
Maintains
Outperform
05/21/2024
ZM
Zoom Video Comms
$71.71
32.48%
$95 → $95
Reiterates
Outperform → Outperform
05/17/2024
MSFT
Microsoft
$523.79
-4.54%
$450 → $500
Maintains
Outperform
05/17/2024
NICE
NICE
$149.05
77.8%
$285 → $265
Maintains
Outperform
05/10/2024
AKAM
Akamai Techs
$72.69
26.56%
$115 → $92
Maintains
Sector Perform
05/07/2024
PLTR
Palantir Technologies
$185.10
-95.14%
$5 → $9
Maintains
Underperform
05/02/2024
FSLY
Fastly
$6.88
30.72%
$18 → $9
Maintains
Sector Perform
04/30/2024
COUR
Coursera
$12.09
48.94%
$25 → $18
Maintains
Outperform
04/15/2024
CRM
Salesforce
$241.29
45.06%
$350 → $350
Reiterates
Outperform → Outperform
04/12/2024
DOCU
DocuSign
$69.55
-15.17%
$59 → $59
Reiterates
Sector Perform → Sector Perform
04/12/2024
CRM
Salesforce
$241.29
45.06%
$325 → $350
Reiterates
Outperform → Outperform
04/09/2024
MODN
Model N
→ $30
Reiterates
Sector Perform → Sector Perform
03/27/2024
VEEV
Veeva Systems
$281.07
-11.05%
$250 → $250
Reiterates
Outperform → Outperform
03/20/2024
BOX
Box
$31.89
-34.14%
$21 → $21
Reiterates
Underperform → Underperform
03/15/2024
SMAR
Smartsheet
$48 → $36
Maintains
Sector Perform
03/15/2024
FIVN
Five9
$24.12
231.67%
→ $80
Initiates
→ Outperform
03/12/2024
ASAN
Asana
$13.08
-23.55%
→ $10
Reiterates
Underperform → Underperform
03/08/2024
MDB
MongoDB
$210.08
126.1%
$475 → $475
Reiterates
Outperform → Outperform
03/08/2024
GWRE
Guidewire Software
$214.62
-39.43%
$115 → $130
Maintains
Outperform
03/08/2024
DOCU
DocuSign
$69.55
-15.17%
$50 → $59
Maintains
Sector Perform
03/06/2024
BOX
Box
$31.89
-34.14%
$21 → $21
Reiterates
Underperform → Underperform
03/06/2024
TWLO
Twilio
$97.96
-48.96%
$50 → $50
Reiterates
Underperform → Underperform
02/29/2024
CRM
Salesforce
$241.29
34.7%
$285 → $325
Maintains
Outperform
02/23/2024
ZD
Ziff Davis
$36.09
163.23%
$95 → $95
Reiterates
Outperform → Outperform
02/23/2024
NICE
NICE
$149.05
91.22%
$238 → $285
Maintains
Outperform
02/16/2024
PEGA
Pegasystems
$51.49
49.54%
$65 → $77
Maintains
Outperform
02/15/2024
TWLO
Twilio
$97.96
-48.96%
$50 → $50
Reiterates
Underperform → Underperform
02/15/2024
HUBS
HubSpot
$443.01
58.01%
$625 → $700
Maintains
Outperform
02/14/2024
AKAM
Akamai Techs
$72.69
58.2%
$115 → $115
Reiterates
Sector Perform → Sector Perform
02/13/2024
ZI
ZoomInfo Technologies
$14 → $14
Reiterates
Underperform → Underperform
02/06/2024
PLTR
Palantir Technologies
$185.10
-97.3%
$5 → $5
Reiterates
Underperform → Underperform
02/02/2024
COUR
Coursera
$12.09
106.87%
$25 → $25
Reiterates
Outperform → Outperform
02/01/2024
HUBS
HubSpot
$443.01
41.08%
$625 → $625
Reiterates
Outperform → Outperform
01/31/2024
MSFT
Microsoft
$523.79
-14.09%
$415 → $450
Maintains
Outperform
01/18/2024
VRNS
Varonis Systems
$55.12
-18.36%
$37 → $45
Downgrade
Buy → Neutral
01/16/2024
VEEV
Veeva Sys
$281.07
-11.05%
$225 → $250
Maintains
Outperform
01/12/2024
DOCU
DocuSign
$69.55
-28.11%
$50 → $50
Reiterates
Sector Perform → Sector Perform
01/08/2024
ZI
ZoomInfo Technologies
$16 → $14
Downgrade
Sector Perform → Underperform
01/08/2024
FSLY
Fastly
$6.88
161.44%
$12 → $18
Upgrade
Underperform → Sector Perform
12/08/2023
DOCU
DocuSign
$69.55
-28.11%
$59 → $50
Maintains
Sector Perform
12/06/2023
MDB
MongoDB
$210.08
126.1%
$445 → $475
Maintains
Outperform
11/30/2023
CRM
Salesforce
$241.29
18.12%
$240 → $285
Maintains
Outperform
11/24/2023
MSFT
Microsoft
$523.79
-25.54%
$390 → $390
Reiterates
Outperform → Outperform
11/22/2023
PLTR
Palantir Technologies
$185.10
-97.3%
→ $5
Reiterates
Underperform → Underperform
11/22/2023
NICE
NICE
$149.05
59.68%
→ $238
Reiterates
Outperform → Outperform
11/21/2023
ZM
Zoom Video Comms
$71.71
32.48%
→ $95
Reiterates
Outperform → Outperform
11/21/2023
PLTR
Palantir Technologies
$185.10
-97.3%
→ $5
Reiterates
Underperform → Underperform
11/17/2023
NICE
NICE
$149.05
59.68%
→ $238
Reiterates
Outperform → Outperform
11/10/2023
MODN
Model N
$35 → $30
Maintains
Sector Perform
11/09/2023
HUBS
HubSpot
$443.01
41.08%
→ $625
Reiterates
Outperform → Outperform
11/08/2023
AKAM
Akamai Techs
$72.69
58.2%
$97 → $115
Maintains
Sector Perform
10/31/2023
ZI
ZoomInfo Technologies
$22 → $16
Maintains
Sector Perform
10/25/2023
MSFT
Microsoft
$523.79
-25.54%
$390 → $390
Reiterates
Outperform → Outperform
10/12/2023
ZM
Zoom Video Comms
$71.71
32.48%
→ $95
Reiterates
Outperform → Outperform
10/12/2023
BOX
Box
$31.89
-34.14%
→ $21
Reiterates
Underperform → Underperform
10/05/2023
ZM
Zoom Video Comms
$71.71
32.48%
→ $95
Reiterates
Outperform → Outperform
10/05/2023
NICE
NICE
$149.05
59.68%
→ $238
Reiterates
Outperform → Outperform
10/04/2023
ASAN
Asana
$13.08
-23.55%
→ $10
Reiterates
Underperform → Underperform
09/28/2023
WDAY
Workday
$221.25
24.29%
→ $275
Reiterates
Outperform → Outperform
09/22/2023
MSFT
Microsoft
$523.79
-25.54%
$390 → $390
Reiterates
Outperform → Outperform
09/22/2023
CWAN
Clearwater Analytics Hldg
$19.51
12.76%
→ $22
Reiterates
Outperform → Outperform
09/21/2023
SMAR
Smartsheet
→ $43
Reiterates
Sector Perform → Sector Perform
09/15/2023
CRM
Salesforce
$241.29
-0.53%
→ $240
Reiterates
Outperform → Outperform
09/08/2023
DOCU
DocuSign
$69.55
-15.17%
→ $59
Reiterates
Sector Perform → Sector Perform
09/08/2023
CWAN
Clearwater Analytics Hldg
$19.51
12.76%
→ $22
Reiterates
Outperform → Outperform
09/07/2023
HUBS
HubSpot
$443.01
41.08%
→ $625
Reiterates
Outperform → Outperform
09/06/2023
ASAN
Asana
$13.08
-23.55%
→ $10
Reiterates
Underperform → Underperform
09/01/2023
MDB
MongoDB
$210.08
111.82%
→ $445
Reiterates
Outperform → Outperform
08/31/2023
VEEV
Veeva Sys
$281.07
-19.95%
→ $225
Reiterates
Outperform → Outperform
08/31/2023
CRM
Salesforce
$241.29
-0.53%
→ $240
Reiterates
Outperform → Outperform
08/30/2023
BOX
Box
$31.89
-34.14%
→ $21
Reiterates
Underperform → Underperform
08/22/2023
ZM
Zoom Video Comms
$71.71
32.48%
→ $95
Reiterates
Outperform → Outperform
08/18/2023
NICE
NICE
$149.05
59.68%
→ $238
Reiterates
Outperform → Outperform
08/09/2023
AKAM
Akamai Techs
$72.69
33.44%
$85 → $97
Maintains
Sector Perform
08/09/2023
ZD
Ziff Davis
$36.09
163.23%
→ $95
Reiterates
Outperform → Outperform
08/04/2023
DBX
Dropbox
$27.40
16.79%
$30 → $32
Maintains
Outperform
08/03/2023
HUBS
HubSpot
$443.01
41.08%
→ $625
Reiterates
Outperform → Outperform
08/03/2023
FSLY
Fastly
$6.88
74.29%
$11 → $12
Maintains
Underperform
08/01/2023
VRNS
Varonis Systems
$55.12
-36.5%
$30 → $35
Maintains
Buy
08/01/2023
ZI
ZoomInfo Technologies
$28 → $22
Maintains
Sector Perform
08/01/2023
NEWR
New Relic
$95 → $87
Downgrade
Outperform → Sector Perform
07/28/2023
PEGA
Pegasystems
$51.49
26.24%
$55 → $65
Maintains
Outperform
07/26/2023
MSFT
Microsoft
$523.79
-25.54%
$350 → $390
Maintains
Outperform
07/25/2023
HUBS
HubSpot
$443.01
41.08%
$500 → $625
Maintains
Outperform
07/24/2023
ZI
ZoomInfo Technologies
$30 → $28
Downgrade
Outperform → Sector Perform
07/24/2023
TWLO
Twilio
$97.96
-48.96%
$55 → $50
Downgrade
Sector Perform → Underperform
07/18/2023
CRM
Salesforce
$241.29
-0.53%
→ $240
Reiterates
Outperform → Outperform
06/28/2023
WDAY
Workday
$221.25
24.29%
→ $275
Initiates
→ Outperform
06/23/2023
MDB
MongoDB
$210.08
111.82%
$400 → $445
Maintains
Outperform
06/23/2023
FSLY
Fastly
$6.88
59.77%
$9 → $11
Maintains
Underperform
06/15/2023
MODN
Model N
→ $35
Reiterates
Sector Perform → Sector Perform
06/09/2023
CRM
Salesforce
$241.29
-0.53%
→ $240
Reiterates
Outperform → Outperform
06/09/2023
DOCU
DocuSign
$69.55
-15.17%
→ $59
Reiterates
Sector Perform → Sector Perform
06/07/2023
NICE
NICE
$149.05
59.68%
→ $238
Reiterates
Outperform → Outperform
06/02/2023
ASAN
Asana
$13.08
-23.55%
→ $10
Reiterates
Underperform → Underperform
06/02/2023
GWRE
Guidewire Software
$214.62
-58.07%
→ $90
Reiterates
Outperform → Outperform
06/02/2023
MDB
MongoDB
$210.08
90.4%
$235 → $400
Maintains
Outperform
06/01/2023
VEEV
Veeva Sys
$281.07
-19.95%
→ $225
Reiterates
→ Outperform
06/01/2023
CRM
Salesforce
$241.29
-0.53%
$225 → $240
Maintains
Outperform
05/31/2023
BOX
Box
$31.89
-34.14%
→ $21
Reiterates
Underperform → Underperform
05/31/2023
TWLO
Twilio
$97.96
-43.85%
→ $55
Reiterates
Sector Perform → Sector Perform
05/26/2023
NEWR
New Relic
$75 → $95
Upgrade
Sector Perform → Outperform
05/24/2023
NEWR
New Relic
→ $75
Maintains
Sector Perform
05/19/2023
MSFT
Microsoft
$523.79
-33.18%
$350 → $350
Reiterates
Outperform → Outperform
05/18/2023
NEWR
New Relic
→ $75
Reiterates
Sector Perform → Sector Perform
05/18/2023
VRNS
Varonis Systems
$55.12
-45.57%
→ $30
Initiates
→ Buy
05/11/2023
ZD
Ziff Davis
$36.09
163.23%
→ $95
Reiterates
Outperform → Outperform
05/10/2023
AKAM
Akamai Techs
$72.69
16.93%
$85 → $85
Reiterates
Sector Perform → Sector Perform
05/08/2023
CRM
Salesforce
$241.29
-6.75%
→ $225
Reiterates
→ Outperform
05/04/2023
FSLY
Fastly
$6.88
30.72%
$9 → $9
Reiterates
Underperform → Underperform
05/04/2023
HUBS
HubSpot
$443.01
12.86%
→ $500
Reiterates
→ Outperform
05/02/2023
ZI
ZoomInfo Technologies
→ $30
Reiterates
→ Outperform
04/27/2023
PEGA
Pegasystems
$51.49
6.82%
$55 → $55
Reiterates
Outperform → Outperform
04/27/2023
MODN
Model N
→ $35
Initiates
→ Sector Perform
04/26/2023
MSFT
Microsoft
$523.79
-33.18%
$285 → $350
Maintains
Outperform
03/24/2023
CRM
Salesforce
$241.29
-6.75%
→ $225
Reiterates
→ Outperform
03/17/2023
MSFT
Microsoft
$523.79
-45.59%
$285 → $285
Reiterates
Outperform → Outperform
03/15/2023
SMAR
Smartsheet
$36 → $43
Maintains
Sector Perform
03/15/2023
BOX
Box
$31.89
-34.14%
$24 → $21
Maintains
Underperform
03/10/2023
DOCU
DocuSign
$69.55
-15.17%
$53 → $59
Maintains
Sector Perform
03/10/2023
COUR
Coursera
$12.09
48.94%
→ $18
Reiterates
→ Outperform
03/09/2023
MDB
MongoDB
$210.08
11.86%
→ $235
Reiterates
→ Outperform
03/09/2023
ASAN
Asana
$13.08
-23.55%
→ $10
Reiterates
→ Underperform
03/07/2023
GWRE
Guidewire Software
$214.62
-58.07%
→ $90
Reiterates
→ Outperform
03/02/2023
CRM
Salesforce
$241.29
-6.75%
$165 → $225
Maintains
Outperform
02/23/2023
PLTR
Palantir Technologies
$185.10
-97.3%
→ $5
Reiterates
→ Underperform
02/16/2023
TWLO
Twilio
$97.96
-23.44%
$55 → $75
Maintains
Sector Perform
02/16/2023
PEGA
Pegasystems
$51.49
6.82%
$42 → $55
Maintains
Outperform
02/16/2023
FSLY
Fastly
$6.88
30.72%
$6 → $9
Maintains
Underweight
02/15/2023
AKAM
Akamai Techs
$72.69
16.93%
→ $85
Downgrade
Outperform → Sector Perform
02/08/2023
NEWR
New Relic
$55 → $75
Maintains
Sector Perform
02/08/2023
ZM
Zoom Video Comms
$71.71
32.48%
$85 → $95
Maintains
Outperform
01/10/2023
BOX
Box
$31.89
-24.73%
$28 → $24
Downgrade
Sector Perform → Underperform
12/13/2022
COUP
Coupa Software
$55 → $81
Upgrade
Underperform → Sector Perform
12/02/2022
SMAR
Smartsheet
$32 → $36
Maintains
Sector Perform
12/02/2022
ASAN
Asana
$13.08
-8.26%
$15 → $12
Maintains
Underperform
12/01/2022
CRM
Salesforce
$241.29
-17.11%
$235 → $200
Maintains
Outperform
11/23/2022
ZI
ZoomInfo Technologies
$50 → $36
Maintains
Outperform
11/09/2022
NEWR
New Relic
$62 → $55
Maintains
Sector Perform
11/08/2022
PLTR
Palantir Technologies
$185.10
-97.3%
$6 → $5
Maintains
Underperform
11/04/2022
TWLO
Twilio
$97.96
-43.85%
→ $55
Downgrade
Outperform → Sector Perform
11/02/2022
ZI
ZoomInfo Technologies
$60 → $50
Maintains
Outperform
10/26/2022
MSFT
Microsoft
$523.79
-40.82%
$380 → $310
Maintains
Outperform
10/13/2022
DCT
DUCK CREEK TECHNOLOGIES INC COM
$14 → $12
Maintains
Sector Perform
09/29/2022
DOCU
DocuSign
$69.55
-20.92%
$65 → $55
Maintains
Sector Perform
09/19/2022
CWAN
Clearwater Analytics Hldg
$19.51
2.51%
$16 → $20
Maintains
Outperform
09/08/2022
ASAN
Asana
$13.08
14.68%
$13 → $15
Maintains
Underperform
09/07/2022
GWRE
Guidewire Software
$214.62
-53.41%
$125 → $100
Maintains
Outperform
09/01/2022
MDB
MongoDB
$210.08
66.6%
$400 → $350
Maintains
Outperform
09/01/2022
VEEV
Veeva Sys
$281.07
-19.95%
$250 → $225
Maintains
Outperform
08/23/2022
ZM
Zoom Video Comms
$71.71
81.29%
$150 → $130
Maintains
Outperform
08/22/2022
COUP
Coupa Software
→ $55
Downgrade
Sector Perform → Underperform
08/22/2022
DOCU
DocuSign
$69.55
-6.54%
$80 → $65
Downgrade
Outperform → Sector Perform
08/19/2022
NICE
NICE
$149.05
77.8%
$240 → $265
Maintains
Outperform
08/11/2022
ZD
Ziff Davis
$36.09
204.79%
$125 → $110
Maintains
Outperform
08/10/2022
AKAM
Akamai Techs
$72.69
51.33%
$115 → $110
Maintains
Outperform
08/04/2022
CWAN
Clearwater Analytics Hldg
$19.51
-17.99%
$18 → $16
Maintains
Outperform
07/28/2022
PEGA
Pegasystems
$51.49
74.79%
$105 → $90
Maintains
Outperform
07/28/2022
COUR
Coursera
$12.09
65.49%
$30 → $20
Maintains
Outperform
07/21/2022
NEWR
New Relic
$45 → $62
Maintains
Sector Perform
07/19/2022
DCT
DUCK CREEK TECHNOLOGIES INC COM
$18 → $14
Downgrade
Outperform → Sector Perform
07/19/2022
FSLY
Fastly
$6.88
30.72%
$17.5 → $9
Downgrade
Sector Perform → Underperform
07/19/2022
ASAN
Asana
$13.08
-0.61%
$21 → $13
Downgrade
Sector Perform → Underperform
06/30/2022
DCT
DUCK CREEK TECHNOLOGIES INC COM
$25 → $18
Maintains
Outperform
06/10/2022
DOCU
DocuSign
$69.55
15.03%
$85 → $80
Maintains
Outperform
06/09/2022
MDB
MongoDB
$210.08
78.5%
$325 → $375
Maintains
Outperform
06/08/2022
SMAR
Smartsheet
$34 → $38
Maintains
Sector Perform
06/03/2022
PEGA
Pegasystems
$51.49
103.92%
$125 → $105
Maintains
Outperform
06/03/2022
ASAN
Asana
$13.08
60.55%
$19 → $21
Maintains
Sector Perform
05/24/2022
ZM
Zoom Video Comms
$71.71
109.18%
$200 → $150
Maintains
Outperform
05/13/2022
NEWR
New Relic
$90 → $45
Maintains
Sector Perform
05/13/2022
NICE
NICE
$149.05
61.02%
$365 → $240
Maintains
Outperform
05/12/2022
ZD
Ziff Davis
$36.09
246.36%
$165 → $125
Maintains
Outperform
05/10/2022
PLTR
Palantir Technologies
$185.10
-96.76%
$12 → $6
Downgrade
Sector Perform → Underperform
05/04/2022
AKAM
Akamai Techs
$72.69
85.72%
$140 → $135
Maintains
Outperform
05/03/2022
ZI
ZoomInfo Technologies
$85 → $75
Maintains
Outperform
05/03/2022
TWLO
Twilio
$97.96
104.16%
$400 → $200
Maintains
Outperform
04/29/2022
PEGA
Pegasystems
$51.49
142.77%
$165 → $125
Maintains
Outperform
04/28/2022
COUR
Coursera
$12.09
230.99%
$50 → $40
Maintains
Outperform
04/20/2022
PLTR
Palantir Technologies
$185.10
-93.52%
$9 → $12
Upgrade
Underperform → Sector Perform
04/19/2022
GWRE
Guidewire Software
$214.62
-41.76%
→ $125
Initiates
→ Outperform
04/06/2022
DOCU
DocuSign
$69.55
94.1%
$95 → $135
Maintains
Outperform
04/01/2022
DCT
DUCK CREEK TECHNOLOGIES INC COM
$38 → $25
Maintains
Outperform
03/16/2022
SMAR
Smartsheet
$63 → $40
Maintains
Sector Perform
03/15/2022
COUP
Coupa Software
$155 → $65
Maintains
Sector Perform
03/11/2022
DOCU
DocuSign
$69.55
36.59%
$220 → $95
Maintains
Outperform
03/10/2022
ASAN
Asana
$13.08
190.52%
$60 → $38
Maintains
Sector Perform
03/03/2022
VEEV
Veeva Sys
$281.07
6.73%
$400 → $300
Maintains
Outperform
03/03/2022
CWAN
Clearwater Analytics Hldg
$19.51
38.39%
$29 → $27
Maintains
Outperform
03/01/2022
ZM
Zoom Video Comms
$71.71
178.9%
$300 → $200
Maintains
Outperform
03/01/2022
MDB
MongoDB
$210.08
140.38%
→ $505
Initiates
→ Outperform
02/07/2022
TWLO
Twilio
$97.96
308.33%
$450 → $400
Maintains
Outperform
01/10/2022
SMAR
Smartsheet
$73 → $63
Maintains
Sector Perform
01/07/2022
BOX
Box
$31.89
-21.59%
→ $25
Upgrade
Underperform → Sector Perform
12/07/2021
COUP
Coupa Software
$270 → $155
Maintains
Sector Perform
12/03/2021
DOCU
DocuSign
$69.55
216.32%
$345 → $220
Maintains
Outperform
11/10/2021
PLTR
Palantir Technologies
$185.10
-89.74%
$25 → $19
Downgrade
Sector Perform → Underperform
11/09/2021
NEWR
New Relic
$74 → $112
Maintains
Sector Perform
11/04/2021
FSLY
Fastly
$6.88
626.22%
$36 → $50
Maintains
Sector Perform
11/02/2021
ZI
ZoomInfo Technologies
$70 → $85
Maintains
Outperform
10/19/2021
CWAN
Clearwater Analytics Hldg
$19.51
48.64%
→ $29
Initiates
→ Outperform
10/15/2021
DCT
DUCK CREEK TECHNOLOGIES INC COM
$51 → $47
Maintains
Outperform
10/14/2021
AKAM
Akamai Techs
$72.69
92.6%
→ $140
Initiates
→ Outperform
10/14/2021
NEWR
New Relic
→ $74
Initiates
→ Sector Perform
10/13/2021
HUBS
HubSpot
$443.01
108.8%
$610 → $925
Maintains
Outperform
09/24/2021
CRM
Salesforce
$241.29
34.7%
$310 → $325
Maintains
Outperform
09/08/2021
COUP
Coupa Software
$210 → $270
Maintains
Sector Perform
09/08/2021
SMAR
Smartsheet
$65 → $80
Maintains
Sector Perform
09/03/2021
DOCU
DocuSign
$69.55
396.05%
$280 → $345
Maintains
Outperform
08/13/2021
PLTR
Palantir Technologies
$185.10
-86.49%
$20 → $25
Maintains
Sector Perform
08/06/2021
NICE
NICE
$149.05
118.05%
$300 → $325
Maintains
Outperform
08/06/2021
DBX
Dropbox
$27.40
38.69%
$35 → $38
Maintains
Outperform
08/05/2021
FSLY
Fastly
$6.88
379.3%
$60 → $33
Downgrade
Buy → Neutral
08/03/2021
ZI
ZoomInfo Technologies
$60 → $70
Maintains
Outperform
07/30/2021
TWLO
Twilio
$97.96
359.37%
$415 → $450
Maintains
Outperform
07/21/2021
VEEV
Veeva Sys
$281.07
42.31%
→ $400
Initiates
→ Outperform
07/21/2021
BOX
Box
$31.89
-40.41%
→ $19
Initiates
→ Underperform
07/07/2021
NICE
NICE
$149.05
101.28%
→ $300
Upgrade
Sector Perform → Outperform
06/15/2021
PEGA
Pegasystems
$51.49
220.45%
$150 → $165
Maintains
Outperform
06/11/2021
ZM
Zoom Video Comms
$71.71
527.53%
$480 → $450
Assumes
→ Outperform
06/11/2021
DBX
Dropbox
$27.40
27.74%
$28 → $35
Assumes
→ Outperform
06/11/2021
SMAR
Smartsheet
$80 → $65
Downgrade
Outperform → Sector Perform
06/11/2021
PEGA
Pegasystems
$51.49
191.32%
→ $150
Initiates
→ Outperform
06/11/2021
COUR
Coursera
$12.09
313.74%
→ $50
Initiates
→ Outperform
06/11/2021
FSLY
Fastly
$6.88
626.22%
→ $50
Initiates
→ Sector Perform
04/14/2021
TEAM
Atlassian
$170.70
69.89%
$275 → $290
Maintains
Buy
04/09/2021
CCX
Churchill Capital
→ $15
Initiates
→ Buy
03/10/2021
MDB
MongoDB
$210.08
42.8%
$275 → $300
Maintains
Neutral
02/16/2021
JCOM
J2 Global
$115 → $130
Maintains
Buy
02/12/2021
LLNW
Limelight Networks
$4.5 → $3
Downgrade
Neutral → Underperform
02/10/2021
VRNS
Varonis Systems
$55.12
317.27%
$155 → $230
Maintains
Buy
01/25/2021
BOX
Box
$31.89
-43.55%
→ $18
Downgrade
Buy → Neutral
10/26/2020
PLTR
Palantir Technologies
$185.10
-94.06%
→ $11
Initiates
→ Sector Perform
10/21/2020
DCT
DUCK CREEK TECHNOLOGIES INC COM
$45 → $51
Maintains
Outperform
09/09/2020
WORK
Slack Technologies
$32 → $24
Maintains
Neutral
09/09/2020
COUP
Coupa Software
$245 → $300
Maintains
Outperform
09/08/2020
DCT
DUCK CREEK TECHNOLOGIES INC COM
→ $43
Initiates
→ Buy
09/03/2020
GWRE
Guidewire Software
$214.62
-32.9%
$135 → $144
Maintains
Buy
06/03/2020
ZM
Zoom Video Comms
$71.71
234.68%
$150 → $240
Upgrade
Neutral → Buy
04/07/2020
VRNS
Varonis Systems
$55.12
17.92%
$105 → $65
Maintains
Buy
04/07/2020
BLKB
Blackbaud
$64.20
-22.12%
$89 → $50
Maintains
Neutral
04/01/2020
ZM
Zoom Video Comms
$71.71
Initiates
→ Neutral
01/08/2020
JCOM
J2 Global
$110 → $115
Maintains
Buy
01/08/2020
CLDR
Cloudera
$13 → $14
Maintains
Buy
08/29/2019
BOX
Box
$31.89
-46.68%
$19 → $17
Maintains
Buy
06/11/2019
FSLY
Fastly
$6.88
284.89%
→ $26.5
Initiates
→ Buy
04/17/2019
NICE
NICE
$149.05
-16.13%
$110 → $125
Maintains
Neutral
02/28/2019
BOX
Box
$31.89
-21.59%
$30 → $25
Maintains
Buy
10/09/2018
BLKB
Blackbaud
$64.20
27.73%
$105 → $82
Maintains
Neutral
10/04/2018
HDP
Hortonworks
$24 → $35
Maintains
Buy
10/03/2018
MDB
MongoDB
$210.08
-61.92%
→ $80
Initiates
→ Neutral
09/05/2018
TEAM
Atlassian
$170.70
-36.73%
$88 → $108
Maintains
Buy
08/29/2018
BOX
Box
$31.89
-5.91%
$31 → $30
Maintains
Buy
07/11/2018
NEWR
New Relic
→ $105
Initiates
→ Neutral
06/22/2018
NICE
NICE
$149.05
-26.2%
→ $110
Initiates
→ Neutral
06/08/2018
CLDR
Cloudera
$14 → $15
Maintains
Neutral
06/07/2018
GWRE
Guidewire Software
$214.62
-50.61%
$100 → $106
Maintains
Buy
06/01/2018
BOX
Box
$31.89
-2.78%
$25 → $31
Maintains
Buy
05/23/2018
TEAM
Atlassian
$170.70
-56.65%
→ $74
Initiates
→ Buy
05/01/2018
VRNS
Varonis Systems
$55.12
36.07%
$73 → $75
Maintains
Buy
04/16/2018
CLDR
Cloudera
$18 → $14
Maintains
Neutral
03/28/2018
VRNS
Varonis Systems
$55.12
32.44%
→ $73
Initiates
→ Buy
03/09/2018
CLDR
Cloudera
→ $21
Initiates
→ Neutral
03/09/2018
HDP
Hortonworks
→ $24
Initiates
→ Buy
02/15/2018
BOX
Box
$31.89
-21.59%
→ $25
Initiates
→ Buy
02/02/2018
JCOM
j2 Global
→ $95
Initiates
→ Buy
02/02/2018
GWRE
Guidewire Software
$214.62
-57.13%
→ $92
Initiates
→ Buy
02/02/2018
BLKB
Blackbaud
$64.20
47.98%
→ $95
Initiates
→ Neutral
12/06/2016
JCOM
j2 Global
$90 → $96
Maintains
Market Outperform
07/11/2016
HDP
Hortonworks
Upgrade
Neutral → Buy
12/18/2015
JCOM
j2 Global
→ $100
Initiates
→ Market Outperform
08/12/2015
NEWR
New Relic
$39 → $43
Upgrade
Neutral → Buy
06/11/2015
HDP
Hortonworks
$25 → $28
Maintains
Neutral
05/08/2015
NICE
NICE
$149.05
-54.38%
$57 → $68
Maintains
Sector Perform
04/17/2015
NEWR
New Relic
→ $36
Initiates
→ Neutral
04/17/2015
HDP
Hortonworks
→ $25
Initiates
→ Neutral
09/24/2012
NICE
NICE
$149.05
-74.5%
→ $38
Downgrade
Outperform → Sector Perform