Kirk Materne's Stock Ratings

Evercore ISI Group Analyst

Kirk Materne is an analyst at Evercore ISI Group. 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 10/22/2025

Overall Average Return

15.7%

Smart Score

71.7%

Overall Average Return Percentile

70th

Number of Ratings

154
Buy Now
Get Alert
10/17/2025
ORCL
Oracle
$271.61
41.75%
$350 → $385
Maintains
Outperform
10/10/2025
ORCL
Oracle
$271.61
28.86%
$340 → $350
Maintains
Outperform
09/17/2025
WDAY
Workday
$242.07
23.93%
$275 → $300
Maintains
Outperform
09/12/2025
ADBE
Adobe
$354.44
26.96%
$475 → $450
Maintains
Outperform
09/10/2025
ORCL
Oracle
$271.61
25.18%
$270 → $340
Maintains
Outperform
09/05/2025
DOCU
Docusign
$70.56
30.39%
$90 → $92
Maintains
In-Line
08/28/2025
VEEV
Veeva Systems
$287.50
2.61%
$285 → $295
Maintains
In-Line
08/28/2025
SNOW
Snowflake
$241.00
16.18%
$240 → $280
Maintains
Outperform
07/25/2025
MSFT
Microsoft
$520.80
4.65%
$515 → $545
Maintains
Outperform
07/14/2025
ORCL
Oracle
$271.61
-0.59%
$215 → $270
Maintains
Outperform
06/13/2025
ADBE
Adobe
$354.44
34.01%
$475 → $475
Reiterates
Outperform → Outperform
06/12/2025
ORCL
Oracle
$271.61
-20.84%
$180 → $215
Maintains
Outperform
06/04/2025
SNOW
Snowflake
$241.00
-0.41%
$232 → $240
Maintains
Outperform
05/30/2025
PATH
UiPath
$14.84
1.1%
$11 → $15
Maintains
In-Line
05/23/2025
INTU
Intuit
$670.77
17.03%
$685 → $785
Maintains
Outperform
05/22/2025
SNOW
Snowflake
$241.00
-3.73%
$200 → $232
Maintains
Outperform
05/22/2025
MSFT
Microsoft
$520.80
-1.11%
$500 → $515
Maintains
Outperform
05/01/2025
MSFT
Microsoft
$520.80
-3.99%
$435 → $500
Maintains
Outperform
04/24/2025
NOW
ServiceNow
$935.49
6.9%
$925 → $1000
Maintains
Outperform
04/09/2025
INTU
Intuit
$670.77
2.12%
$700 → $685
Maintains
Outperform
04/09/2025
ADBE
Adobe
$354.44
34.01%
$550 → $475
Maintains
Outperform
03/13/2025
PATH
UiPath
$14.84
-19.12%
$16 → $12
Maintains
In-Line
03/13/2025
ADBE
Adobe
$354.44
55.17%
$650 → $550
Maintains
Outperform
03/11/2025
ORCL
Oracle
$271.61
-31.89%
$200 → $185
Maintains
Outperform
02/26/2025
INTU
Intuit
$670.77
4.36%
$725 → $700
Maintains
Outperform
02/12/2025
SNOW
Snowflake
$241.00
-17.01%
$190 → $200
Maintains
Outperform
02/06/2025
RAMP
LiveRamp Holdings
$27.94
61.06%
$40 → $45
Maintains
Outperform
01/17/2025
MSFT
Microsoft
$520.80
-3.99%
$500 → $500
Reiterates
Outperform → Outperform
12/10/2024
ORCL
Oracle
$271.61
-26.37%
$190 → $200
Maintains
Outperform
12/06/2024
VEEV
Veeva Systems
$287.50
-14.78%
$220 → $245
Maintains
In-Line
11/21/2024
SNOW
Snowflake
$241.00
-21.16%
$170 → $190
Maintains
Outperform
11/07/2024
HUBS
HubSpot
$469.50
49.09%
$610 → $700
Maintains
In-Line
10/24/2024
NOW
ServiceNow
$935.49
6.9%
$950 → $1000
Maintains
Outperform
10/23/2024
HUBS
HubSpot
$469.50
29.93%
$550 → $610
Maintains
In-Line
10/09/2024
NOW
ServiceNow
$935.49
1.55%
$850 → $950
Maintains
Outperform
09/13/2024
ORCL
Oracle
$271.61
-30.05%
$175 → $190
Maintains
Outperform
09/10/2024
ORCL
Oracle
$271.61
-35.57%
$160 → $175
Maintains
Outperform
09/06/2024
PATH
UiPath
$14.84
7.84%
$13 → $16
Maintains
In-Line
09/06/2024
IOT
Samsara
$38.10
10.24%
$40 → $42
Maintains
In-Line
08/26/2024
CRM
Salesforce
$256.54
16.94%
$300 → $300
Maintains
Outperform
08/23/2024
WDAY
Workday
$242.07
28.06%
$290 → $310
Maintains
Outperform
08/20/2024
WDAY
Workday
$242.07
19.8%
$300 → $290
Maintains
Outperform
08/19/2024
SNOW
Snowflake
$241.00
-29.46%
$225 → $170
Maintains
Outperform
08/08/2024
RAMP
LiveRamp Holdings
$27.94
43.16%
$50 → $40
Maintains
Outperform
08/08/2024
HUBS
HubSpot
$469.50
17.15%
$650 → $550
Maintains
In-Line
08/07/2024
EVCM
EverCommerce
$11.44
-3.85%
$10 → $11
Maintains
Outperform
07/15/2024
DDOG
Datadog
$153.60
-2.34%
→ $150
Initiates
→ Outperform
06/12/2024
ORCL
Oracle
$271.61
-41.09%
$145 → $160
Maintains
Outperform
06/07/2024
ADBE
Adobe
$354.44
83.39%
$650 → $650
Maintains
Outperform
06/07/2024
IOT
Samsara
$38.10
4.99%
$41 → $40
Maintains
In-Line
05/31/2024
VEEV
Veeva Systems
$287.50
-30.43%
$230 → $200
Maintains
In-Line
05/30/2024
PATH
UiPath
$14.84
-12.38%
$27 → $13
Maintains
In-Line
05/30/2024
CRM
Salesforce
$256.54
16.94%
$330 → $300
Maintains
Outperform
05/24/2024
WDAY
Workday
$242.07
23.93%
$350 → $300
Maintains
Outperform
04/26/2024
MSFT
Microsoft
$520.80
-6.87%
$475 → $485
Maintains
Outperform
04/10/2024
CGNT
Cognyte Software
$8.18
-8.31%
$5 → $7.5
Maintains
In-Line
03/27/2024
ADBE
Adobe
$354.44
83.39%
$650 → $650
Maintains
Outperform
03/15/2024
ADBE
Adobe
$354.44
83.39%
$700 → $650
Maintains
Outperform
03/14/2024
PATH
UiPath
$14.84
81.98%
$24 → $27
Maintains
In-Line
03/13/2024
CCCS
CCC Intelligent Solutions
$8.88
68.92%
$13 → $15
Maintains
Outperform
03/12/2024
ORCL
Oracle
$271.61
-46.61%
$130 → $145
Maintains
Outperform
03/08/2024
IOT
Samsara
$38.10
7.61%
$33 → $41
Maintains
In-Line
03/08/2024
DOCU
DocuSign
$70.56
-14.97%
$55 → $60
Maintains
In-Line
03/01/2024
AVPT
AvePoint
$14.69
-31.93%
$9 → $10
Maintains
Outperform
02/29/2024
CRM
Salesforce
$256.54
28.63%
$290 → $330
Maintains
Outperform
02/29/2024
SNOW
Snowflake
$241.00
-6.64%
$250 → $225
Maintains
Outperform
02/27/2024
INTU
Intuit
$670.77
8.08%
$725 → $725
Reiterates
Outperform → Outperform
02/23/2024
INTU
Intuit
$670.77
8.08%
$670 → $725
Maintains
Outperform
02/20/2024
WDAY
Workday
$242.07
44.59%
$310 → $350
Maintains
Outperform
02/15/2024
HUBS
HubSpot
$469.50
38.45%
$625 → $650
Maintains
In-Line
01/31/2024
MSFT
Microsoft
$520.80
-8.79%
$432 → $475
Maintains
Outperform
01/09/2024
PATH
UiPath
$14.84
61.76%
$18 → $24
Maintains
In-Line
12/12/2023
ORCL
Oracle
$271.61
-52.14%
$135 → $130
Maintains
Outperform
11/30/2023
CRM
Salesforce
$256.54
13.04%
$275 → $290
Maintains
Outperform
11/20/2023
MSFT
Microsoft
$520.80
-17.05%
$432 → $432
Reiterates
Outperform → Outperform
11/14/2023
MSFT
Microsoft
$520.80
-17.05%
$400 → $432
Maintains
Outperform
10/09/2023
SPLK
Splunk
→ $157
Downgrade
Outperform → In-Line
10/09/2023
ORCL
Oracle
$271.61
-50.3%
$131 → $135
Upgrade
In-Line → Outperform
09/15/2023
ADBE
Adobe
$354.44
70.69%
$590 → $605
Maintains
Outperform
09/12/2023
ORCL
Oracle
$271.61
-51.77%
$125 → $131
Maintains
In-Line
08/31/2023
CRM
Salesforce
$256.54
7.2%
$240 → $275
Maintains
Outperform
08/25/2023
INTU
Intuit
$670.77
-20.99%
$505 → $530
Maintains
Outperform
08/15/2023
NOW
ServiceNow
$935.49
-30.52%
$550 → $650
Maintains
Overweight
07/11/2023
CRM
Salesforce
$256.54
-6.45%
$240 → $240
Reiterates
Outperform → Outperform
06/16/2023
CGNT
Cognyte Software
$8.18
-38.88%
$3 → $5
Maintains
In-Line
06/13/2023
ORCL
Oracle
$271.61
-53.98%
$110 → $125
Maintains
In-Line
06/12/2023
ADBE
Adobe
$354.44
34.01%
$425 → $475
Maintains
Outperform
06/12/2023
ORCL
Oracle
$271.61
-59.5%
$95 → $110
Maintains
In-Line
06/02/2023
MSFT
Microsoft
$520.80
-23.2%
$337 → $400
Maintains
Outperform
06/01/2023
CRM
Salesforce
$256.54
-6.45%
$230 → $240
Maintains
Outperform
05/26/2023
WDAY
Workday
$242.07
-0.86%
$225 → $240
Maintains
Outperform
05/23/2023
CCCS
CCC Intelligent Solutions
$8.88
46.4%
→ $13
Upgrade
In-Line → Outperform
04/26/2023
MSFT
Microsoft
$520.80
-35.29%
$295 → $337
Maintains
Outperform
04/25/2023
MSFT
Microsoft
$520.80
-43.36%
→ $295
Maintains
Outperform
03/06/2023
XM
Qualtrics International
$20 → $19
Downgrade
Outperform → In-Line
03/02/2023
CRM
Salesforce
$256.54
-10.35%
$200 → $230
Maintains
Outperform
02/15/2023
CRM
Salesforce
$256.54
-22.04%
$175 → $200
Maintains
Outperform
01/19/2023
MSFT
Microsoft
$520.80
-46.24%
$300 → $280
Maintains
Outperform
12/16/2022
ADBE
Adobe
$354.44
19.91%
$350 → $425
Maintains
Outperform
10/26/2022
MSFT
Microsoft
$520.80
-42.4%
$330 → $300
Maintains
Outperform
10/25/2022
XM
Qualtrics International
$25 → $16
Maintains
Outperform
09/16/2022
ADBE
Adobe
$354.44
-1.25%
$475 → $350
Maintains
Outperform
09/13/2022
ORCL
Oracle
$271.61
-67.97%
$78 → $87
Maintains
In-Line
08/24/2022
INTU
Intuit
$670.77
-10.4%
$500 → $601
Maintains
Outperform
06/29/2022
CGNT
Cognyte Software
$8.18
-38.88%
$12 → $5
Downgrade
Outperform → In-Line
06/17/2022
ADBE
Adobe
$354.44
34.01%
$650 → $475
Maintains
Outperform
06/17/2022
ZEN
Zendesk
$128 → $66
Maintains
In-Line
06/10/2022
DOCU
DocuSign
$70.56
6.29%
$100 → $75
Downgrade
Outperform → In-Line
06/02/2022
PATH
UiPath
$14.84
55.02%
$28 → $23
Maintains
In-Line
05/26/2022
SNOW
Snowflake
$241.00
-27.39%
$250 → $175
Maintains
Outperform
04/06/2022
CGNT
Cognyte Software
$8.18
46.7%
$25 → $12
Maintains
Outperform
03/22/2022
ADBE
Adobe
$354.44
97.49%
→ $700
Maintains
Outperform
01/19/2022
XM
Qualtrics International
→ $40
Upgrade
In-Line → Outperform
01/10/2022
IOT
Samsara
$38.10
-34.38%
→ $25
Initiates
→ In-Line
12/22/2021
CGNT
Cognyte Software
$8.18
205.62%
$40 → $25
Maintains
Outperform
12/17/2021
ADBE
Adobe
$354.44
97.49%
$725 → $700
Maintains
Outperform
08/27/2021
CCCS
CCC Intelligent Solutions
$8.88
23.87%
→ $11
Initiates
→ In-Line
07/26/2021
EVCM
EverCommerce
$11.44
109.79%
→ $24
Initiates
→ Outperform
07/16/2021
AVPT
AvePoint
$14.69
2.11%
→ $15
Initiates
→ Outperform
06/30/2021
CRM
Salesforce
$256.54
16.94%
$290 → $300
Maintains
Outperform
06/18/2021
ADBE
Adobe
$354.44
76.33%
$550 → $625
Maintains
Outperform
06/03/2021
SPLK
Splunk
$225 → $186
Maintains
Outperform
05/17/2021
PATH
UiPath
$14.84
385.27%
→ $72
Initiates
→ In-Line
03/26/2021
SNOW
Snowflake
$241.00
29.05%
→ $311
Initiates
→ Outperform
03/12/2021
DOCU
DocuSign
$70.56
303.91%
→ $285
Upgrade
In-Line → Outperform
03/05/2021
CGNT
Cognyte Software
$8.18
389%
→ $40
Initiates
→ Outperform
02/23/2021
INTU
Intuit
$670.77
-25.46%
→ $500
Upgrade
In-Line → Outperform
02/19/2021
WDAY
Workday
$242.07
32.19%
$290 → $320
Maintains
Outperform
11/16/2020
MSP
Datto Holding
→ $36
Initiates
→ Outperform
10/02/2020
SPLK
Splunk
Upgrade
In-Line → Outperform
04/28/2020
ZEN
Zendesk
$86 → $76
Downgrade
Outperform → In-Line
04/20/2020
BLKB
Blackbaud
$64.48
-14.7%
→ $55
Upgrade
Underperform → In-Line
11/04/2019
DOCU
DocuSign
$70.56
13.38%
→ $80
Initiates
→ Outperform
10/22/2019
INTU
Intuit
$670.77
Downgrade
Outperform → In-Line
10/03/2018
ORCL
Oracle
$271.61
-80.49%
→ $53
Downgrade
Buy → In-Line
07/12/2018
CA
CA
$25.13
Upgrade
Underperform → In-Line
07/10/2018
SPLK
Splunk
Downgrade
Outperform → In-Line
03/12/2018
BLKB
Blackbaud
$64.48
Downgrade
In-Line → Underperform
03/12/2018
TYL
Tyler Technologies
$513.05
Downgrade
Outperform → In-Line
03/12/2018
HUBS
HubSpot
$469.50
Downgrade
Outperform → In-Line
09/08/2017
ZEN
Zendesk
→ $34
Initiates
→ Outperform
09/08/2017
HUBS
HubSpot
$469.50
-80.83%
→ $90
Initiates
→ Outperform
11/16/2016
INTU
Intuit
$670.77
Initiates
→ Hold
06/27/2016
BLKB
Blackbaud
$64.48
Initiates
→ Hold
06/27/2016
TYL
Tyler Technologies
$513.05
Upgrade
→ Buy
01/06/2016
ORCL
Oracle
$271.61
Upgrade
Hold → Buy
04/13/2015
INTU
Intuit
$670.77
Upgrade
Sell → Hold
10/02/2014
INTU
Intuit
$670.77
-88.52%
→ $77
Downgrade
Equal-weight → Underweight
05/29/2014
SPLK
Splunk
$95 → $57
Maintains
02/12/2014
INTU
Intuit
$670.77
-90.76%
$72 → $62
Downgrade
Equal-weight → Underweight
01/06/2014
CA
CA Inc.
$25.13
27.36%
→ $32
Downgrade
Equal-Weight → Underweight
04/11/2013
ADBE
Adobe
$354.44
-85.33%
→ $52
Initiates
→ Overweight
03/21/2013
ORCL
Oracle Corporation
$271.61
Downgrade
Overweight → Equal-Weight
09/11/2012
INTU
Intuit
$670.77
-91.5%
→ $57
Initiates
→ Equal-Weight