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Thomas Blakey's Stock Ratings
Keybanc Analyst
Thomas Blakey is an analyst at Keybanc. 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 06/16/2025
Overall Average Return
9.73%
Smart Score
Overall Average Return Percentile
60th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 06/06/2025 | TWLO | Buy Now | Twilio | $114.80 | 27.18% | Thomas Blakey67% | → $146 | Initiates | → Overweight | Get Alert |
| 06/05/2025 | MDB | Buy Now | MongoDB | $207.22 | 30.78% | Thomas Blakey67% | $252 → $271 | Maintains | Overweight | Get Alert |
| 05/30/2025 | ESTC | Buy Now | Elastic | $79.97 | 15.04% | Thomas Blakey67% | $109 → $92 | Maintains | Neutral | Get Alert |
| 05/22/2025 | ZM | Buy Now | Zoom Communications | $77.09 | 12.86% | Thomas Blakey67% | $87 → $87 | Reiterates | Neutral → Neutral | Get Alert |
| 05/22/2025 | SNOW | Buy Now | Snowflake | $209.31 | 15.62% | Thomas Blakey67% | $183 → $242 | Maintains | Overweight | Get Alert |
| 05/16/2025 | NICE | Buy Now | NICE | $168.39 | -4.39% | Thomas Blakey67% | $161 → $161 | Reiterates | Neutral → Neutral | Get Alert |
| 05/07/2025 | DDOG | Buy Now | Datadog | $121.16 | 10.6% | Thomas Blakey67% | $134 → $134 | Reiterates | Overweight → Overweight | Get Alert |
| 05/06/2025 | PLTR | Buy Now | Palantir Technologies | $142.46 | -22.79% | Thomas Blakey67% | $98 → $110 | Maintains | Neutral | Get Alert |
| 05/01/2025 | MSFT | Buy Now | Microsoft | $477.80 | 7.16% | Thomas Blakey67% | $502 → $512 | Maintains | Overweight | Get Alert |
| 04/24/2025 | NOW | Buy Now | ServiceNow | $995.24 | 5.3% | Thomas Blakey67% | $1048 → $1048 | Reiterates | Overweight → Overweight | Get Alert |
| 04/16/2025 | NOW | Buy Now | ServiceNow | $995.24 | 5.3% | Thomas Blakey67% | $1048 → $1048 | Reiterates | Overweight → Overweight | Get Alert |
| 04/02/2025 | TEAM | Buy Now | Atlassian | $198.71 | 36.88% | Thomas Blakey67% | $304 → $272 | Upgrade | Neutral → Overweight | Get Alert |
| 03/11/2025 | NOW | Buy Now | ServiceNow | $995.24 | 5.3% | Thomas Blakey67% | $1048 → $1048 | Reiterates | Overweight → Overweight | Get Alert |
| 03/11/2025 | ORCL | Buy Now | Oracle | $213.00 | -17.84% | Thomas Blakey67% | $214 → $175 | Maintains | Overweight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $209.31 | 8.93% | Thomas Blakey67% | $201 → $228 | Maintains | Overweight | Get Alert |
| 02/26/2025 | DOCN | Buy Now | DigitalOcean Holdings | $27.43 | 56.76% | Thomas Blakey67% | $39 → $43 | Maintains | Neutral | Get Alert |
| 02/25/2025 | ZM | Buy Now | Zoom Communications | $77.09 | 12.86% | Thomas Blakey67% | $87 → $87 | Reiterates | Neutral → Neutral | Get Alert |
| 02/21/2025 | FIVN | Buy Now | Five9 | $26.92 | 111.74% | Thomas Blakey67% | $46 → $57 | Maintains | Overweight | Get Alert |
| 02/21/2025 | NICE | Buy Now | NICE | $168.39 | -4.39% | Thomas Blakey67% | $176 → $161 | Maintains | Neutral | Get Alert |
| 02/11/2025 | MNDY | Buy Now | Monday.Com | $285.71 | 33% | Thomas Blakey67% | $292 → $380 | Maintains | Overweight | Get Alert |
| 02/07/2025 | NET | Buy Now | Cloudflare | $176.40 | -15.53% | Thomas Blakey67% | $111 → $149 | Maintains | Neutral | Get Alert |
| 02/06/2025 | DT | Buy Now | Dynatrace | $53.36 | 6.82% | Thomas Blakey67% | $57 → $57 | Reiterates | Neutral → Neutral | Get Alert |
| 02/04/2025 | PLTR | Buy Now | Palantir Technologies | $142.46 | -31.21% | Thomas Blakey67% | $72 → $98 | Maintains | Neutral | Get Alert |
| 01/31/2025 | DT | Buy Now | Dynatrace | $53.36 | 6.82% | Thomas Blakey67% | $58 → $57 | Maintains | Neutral | Get Alert |
| 01/31/2025 | TEAM | Buy Now | Atlassian | $198.71 | 52.99% | Thomas Blakey67% | $264 → $304 | Maintains | Neutral | Get Alert |
| 01/29/2025 | CVLT | Buy Now | CommVault Systems | $185.98 | -6.98% | Thomas Blakey67% | $159 → $173 | Maintains | Neutral | Get Alert |
| 01/29/2025 | MSFT | Buy Now | Microsoft | $477.80 | 6.53% | Thomas Blakey67% | $509 → $509 | Reiterates | Overweight → Overweight | Get Alert |
| 01/16/2025 | ZM | Buy Now | Zoom Communications | $77.09 | 12.86% | Thomas Blakey67% | → $87 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | TEAM | Buy Now | Atlassian | $198.71 | 32.86% | Thomas Blakey67% | → $264 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | SNOW | Buy Now | Snowflake | $209.31 | -3.97% | Thomas Blakey67% | → $201 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | PLTR | Buy Now | Palantir Technologies | $142.46 | -49.46% | Thomas Blakey67% | → $72 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | ORCL | Buy Now | Oracle | $213.00 | 0.47% | Thomas Blakey67% | → $214 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | NOW | Buy Now | ServiceNow | $995.24 | 33.84% | Thomas Blakey67% | → $1332 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | NICE | Buy Now | NICE | $168.39 | 4.52% | Thomas Blakey67% | → $176 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | MSFT | Buy Now | Microsoft | $477.80 | 6.53% | Thomas Blakey67% | → $509 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | MNDY | Buy Now | Monday.Com | $285.71 | 2.2% | Thomas Blakey67% | → $292 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | MDB | Buy Now | MongoDB | $207.22 | 66.01% | Thomas Blakey67% | → $344 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | INFA | Buy Now | Informatica | $24.11 | 20.26% | Thomas Blakey67% | → $29 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | FIVN | Buy Now | Five9 | $26.92 | 70.88% | Thomas Blakey67% | → $46 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | ESTC | Buy Now | Elastic | $79.97 | 35.05% | Thomas Blakey67% | → $108 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | DT | Buy Now | Dynatrace | $53.36 | 8.7% | Thomas Blakey67% | → $58 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | DOCN | Buy Now | DigitalOcean Holdings | $27.43 | 42.18% | Thomas Blakey67% | → $39 | Initiates | → Neutral | Get Alert |
| 01/16/2025 | DDOG | Buy Now | Datadog | $121.16 | 48.56% | Thomas Blakey67% | → $180 | Initiates | → Overweight | Get Alert |
| 01/16/2025 | CVLT | Buy Now | CommVault Systems | $185.98 | -14.51% | Thomas Blakey67% | → $159 | Initiates | → Neutral | Get Alert |
| 08/16/2024 | GLOB | Buy Now | Globant | $95.26 | 146.69% | Thomas Blakey67% | $220 → $235 | Maintains | Overweight | Get Alert |
| 08/02/2024 | APPN | Buy Now | Appian | $29.53 | — | Thomas Blakey67% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/31/2024 | CVLT | Buy Now | CommVault Systems | $185.98 | -8.59% | Thomas Blakey67% | $140 → $170 | Maintains | Overweight | Get Alert |
| 07/24/2024 | APPN | Buy Now | Appian | $29.53 | 38.84% | Thomas Blakey67% | $37 → $41 | Maintains | Overweight | Get Alert |
| 07/02/2024 | CVLT | Buy Now | CommVault Systems | $185.98 | -24.72% | Thomas Blakey67% | $122 → $140 | Maintains | Overweight | Get Alert |
| 05/30/2024 | PSTG | Buy Now | Pure Storage | $51.46 | 53.52% | Thomas Blakey67% | $64 → $79 | Maintains | Overweight | Get Alert |
| 05/30/2024 | NTNX | Buy Now | Nutanix | $72.82 | 8.49% | Thomas Blakey67% | $69 → $79 | Maintains | Overweight | Get Alert |
| 05/17/2024 | GLOB | Buy Now | Globant | $95.26 | 130.95% | Thomas Blakey67% | $272 → $220 | Maintains | Overweight | Get Alert |
| 05/08/2024 | BAND | Buy Now | Bandwidth | $13.95 | 129.39% | Thomas Blakey67% | $21 → $32 | Maintains | Overweight | Get Alert |
| 05/03/2024 | NET | Buy Now | Cloudflare | $176.40 | -46.71% | Thomas Blakey67% | $132 → $94 | Maintains | Overweight | Get Alert |
| 05/03/2024 | APPN | Buy Now | Appian | $29.53 | 25.3% | Thomas Blakey67% | $50 → $37 | Maintains | Overweight | Get Alert |
| 05/01/2024 | CVLT | Buy Now | CommVault Systems | $185.98 | -34.4% | Thomas Blakey67% | $109 → $122 | Maintains | Overweight | Get Alert |
| 04/24/2024 | SMCI | Buy Now | Super Micro Computer | $42.32 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 03/12/2024 | PSTG | Buy Now | Pure Storage | $51.46 | 24.37% | Thomas Blakey67% | $55 → $64 | Maintains | Overweight | Get Alert |
| 02/29/2024 | PSTG | Buy Now | Pure Storage | $51.46 | 6.88% | Thomas Blakey67% | $51 → $55 | Maintains | Overweight | Get Alert |
| 02/29/2024 | NTNX | Buy Now | Nutanix | $72.82 | -5.25% | Thomas Blakey67% | $68 → $69 | Maintains | Overweight | Get Alert |
| 02/29/2024 | BAND | Buy Now | Bandwidth | $13.95 | 50.54% | Thomas Blakey67% | $16 → $21 | Maintains | Overweight | Get Alert |
| 02/22/2024 | FIVN | Buy Now | Five9 | $26.92 | 219.47% | Thomas Blakey67% | $93 → $86 | Maintains | Overweight | Get Alert |
| 02/21/2024 | RNG | Buy Now | RingCentral | $25.93 | 85.11% | Thomas Blakey67% | $50 → $48 | Maintains | Overweight | Get Alert |
| 02/16/2024 | GLOB | Buy Now | Globant | $95.26 | 185.53% | Thomas Blakey67% | $266 → $272 | Maintains | Overweight | Get Alert |
| 02/16/2024 | APPN | Buy Now | Appian | $29.53 | 69.32% | Thomas Blakey67% | $45 → $50 | Maintains | Overweight | Get Alert |
| 02/09/2024 | PSTG | Buy Now | Pure Storage | $51.46 | -0.89% | Thomas Blakey67% | $47 → $51 | Maintains | Overweight | Get Alert |
| 02/09/2024 | NTNX | Buy Now | Nutanix | $72.82 | -6.62% | Thomas Blakey67% | $60 → $68 | Maintains | Overweight | Get Alert |
| 02/09/2024 | NET | Buy Now | Cloudflare | $176.40 | -25.17% | Thomas Blakey67% | $94 → $132 | Maintains | Overweight | Get Alert |
| 01/31/2024 | CVLT | Buy Now | CommVault Systems | $185.98 | -41.39% | Thomas Blakey67% | → $109 | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/24/2024 | PSTG | Buy Now | Pure Storage | $51.46 | -8.67% | Thomas Blakey67% | $43 → $47 | Maintains | Overweight | Get Alert |
| 01/22/2024 | FIVN | Buy Now | Five9 | $26.92 | 245.47% | Thomas Blakey67% | $86 → $93 | Maintains | Overweight | Get Alert |
| 01/22/2024 | APPN | Buy Now | Appian | $29.53 | 52.39% | Thomas Blakey67% | $50 → $45 | Maintains | Overweight | Get Alert |
| 01/22/2024 | ANET | Buy Now | Arista Networks | $93.07 | 228.78% | Thomas Blakey67% | $287 → $306 | Maintains | Overweight | Get Alert |
| 01/19/2024 | GLOB | Buy Now | Globant | $95.26 | 179.24% | Thomas Blakey67% | $218 → $266 | Maintains | Overweight | Get Alert |
| 01/19/2024 | DBX | Buy Now | Dropbox | $28.20 | 31.21% | Thomas Blakey67% | $32 → $37 | Maintains | Overweight | Get Alert |
| 01/19/2024 | BAND | Buy Now | Bandwidth | $13.95 | 14.7% | Thomas Blakey67% | $14 → $16 | Maintains | Overweight | Get Alert |
| 01/18/2024 | PSTG | Buy Now | Pure Storage | $51.46 | -16.44% | Thomas Blakey67% | $40 → $43 | Maintains | Overweight | Get Alert |
| 01/18/2024 | NTNX | Buy Now | Nutanix | $72.82 | -17.61% | Thomas Blakey67% | $51 → $60 | Maintains | Overweight | Get Alert |
| 01/18/2024 | NET | Buy Now | Cloudflare | $176.40 | -46.71% | Thomas Blakey67% | $70 → $94 | Maintains | Overweight | Get Alert |
| 01/18/2024 | FFIV | Buy Now | F5 | $288.05 | -29.18% | Thomas Blakey67% | $186 → $204 | Maintains | Overweight | Get Alert |
| 01/18/2024 | ANET | Buy Now | Arista Networks | $93.07 | 208.37% | Thomas Blakey67% | $232 → $287 | Maintains | Overweight | Get Alert |
| 01/12/2024 | JNPR | Buy Now | Juniper Networks | $35.94 | — | Thomas Blakey67% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/11/2024 | JNPR | Buy Now | Juniper Networks | $35.94 | — | Thomas Blakey67% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/06/2023 | BOX | Buy Now | Box | $35.44 | -15.35% | Thomas Blakey67% | $33 → $30 | Maintains | Overweight | Get Alert |
| 11/17/2023 | GLOB | Buy Now | Globant | $95.26 | 128.85% | Thomas Blakey67% | $230 → $218 | Maintains | Overweight | Get Alert |
| 11/03/2023 | FIVN | Buy Now | Five9 | $26.92 | 219.47% | Thomas Blakey67% | $104 → $86 | Maintains | Overweight | Get Alert |
| 10/31/2023 | ANET | Buy Now | Arista Networks | $93.07 | 149.27% | Thomas Blakey67% | $217 → $232 | Maintains | Overweight | Get Alert |
| 10/25/2023 | FFIV | Buy Now | F5 | $288.05 | -35.43% | Thomas Blakey67% | $193 → $186 | Maintains | Overweight | Get Alert |
| 09/27/2023 | NTNX | Buy Now | Nutanix | $72.82 | -36.83% | Thomas Blakey67% | $45 → $46 | Maintains | Overweight | Get Alert |
| 08/30/2023 | BOX | Buy Now | Box | $35.44 | -6.88% | Thomas Blakey67% | $35 → $33 | Maintains | Overweight | Get Alert |
| 08/11/2023 | PSTG | Buy Now | Pure Storage | $51.46 | -14.5% | Thomas Blakey67% | $40 → $44 | Maintains | Overweight | Get Alert |
| 08/04/2023 | DBX | Buy Now | Dropbox | $28.20 | 24.11% | Thomas Blakey67% | $32 → $35 | Maintains | Overweight | Get Alert |
| 08/01/2023 | ANET | Buy Now | Arista Networks | $93.07 | 133.16% | Thomas Blakey67% | $206 → $217 | Maintains | Overweight | Get Alert |
| 07/25/2023 | FFIV | Buy Now | F5 | $288.05 | -33% | Thomas Blakey67% | $179 → $193 | Maintains | Overweight | Get Alert |
| 07/21/2023 | RNG | Buy Now | RingCentral | $25.93 | 108.25% | Thomas Blakey67% | $45 → $54 | Maintains | Overweight | Get Alert |
| 07/21/2023 | GLOB | Buy Now | Globant | $95.26 | 141.44% | Thomas Blakey67% | $201 → $230 | Maintains | Overweight | Get Alert |
| 07/21/2023 | FIVN | Buy Now | Five9 | $26.92 | 286.33% | Thomas Blakey67% | $81 → $104 | Maintains | Overweight | Get Alert |
| 07/21/2023 | APPN | Buy Now | Appian | $29.53 | 113.34% | Thomas Blakey67% | $50 → $63 | Maintains | Overweight | Get Alert |
| 07/21/2023 | ANET | Buy Now | Arista Networks | $93.07 | 121.34% | Thomas Blakey67% | $172 → $206 | Maintains | Overweight | Get Alert |
| 07/18/2023 | NET | Buy Now | Cloudflare | $176.40 | -54.65% | Thomas Blakey67% | $61 → $80 | Maintains | Overweight | Get Alert |
| 07/18/2023 | DBX | Buy Now | Dropbox | $28.20 | 13.48% | Thomas Blakey67% | $27 → $32 | Maintains | Overweight | Get Alert |
| 06/06/2023 | EPAM | Buy Now | EPAM Sys | $173.78 | — | Thomas Blakey67% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 06/01/2023 | PSTG | Buy Now | Pure Storage | $51.46 | -22.27% | Thomas Blakey67% | $35 → $40 | Maintains | Overweight | Get Alert |
| 05/19/2023 | GLOB | Buy Now | Globant | $95.26 | 111% | Thomas Blakey67% | $211 → $201 | Maintains | Overweight | Get Alert |
| 05/11/2023 | AKAM | Buy Now | Akamai Techs | $77.29 | 38.44% | Thomas Blakey67% | $104 → $107 | Maintains | Overweight | Get Alert |
| 05/10/2023 | RNG | Buy Now | RingCentral | $25.93 | 73.54% | Thomas Blakey67% | $40 → $45 | Maintains | Overweight | Get Alert |
| 05/08/2023 | EPAM | Buy Now | EPAM Sys | $173.78 | 75.51% | Thomas Blakey67% | $424 → $305 | Maintains | Overweight | Get Alert |
| 05/05/2023 | FIVN | Buy Now | Five9 | $26.92 | 200.89% | Thomas Blakey67% | $94 → $81 | Maintains | Overweight | Get Alert |
| 05/05/2023 | DBX | Buy Now | Dropbox | $28.20 | -4.26% | Thomas Blakey67% | $29 → $27 | Maintains | Overweight | Get Alert |
| 04/28/2023 | NET | Buy Now | Cloudflare | $176.40 | -65.42% | Thomas Blakey67% | $80 → $61 | Maintains | Overweight | Get Alert |
| 04/20/2023 | RNG | Buy Now | RingCentral | $25.93 | 54.26% | Thomas Blakey67% | $62 → $40 | Maintains | Overweight | Get Alert |
| 04/20/2023 | FFIV | Buy Now | F5 | $288.05 | -37.86% | Thomas Blakey67% | $182 → $179 | Maintains | Overweight | Get Alert |
| 03/02/2023 | PSTG | Buy Now | Pure Storage | $51.46 | -31.99% | Thomas Blakey67% | $39 → $35 | Maintains | Overweight | Get Alert |
| 02/24/2023 | BAND | Buy Now | Bandwidth | $13.95 | 93.55% | Thomas Blakey67% | $29 → $27 | Maintains | Overweight | Get Alert |
| 02/23/2023 | FIVN | Buy Now | Five9 | $26.92 | 249.18% | Thomas Blakey67% | $86 → $94 | Maintains | Overweight | Get Alert |
| 02/17/2023 | DBX | Buy Now | Dropbox | $28.20 | 2.84% | Thomas Blakey67% | $30 → $29 | Maintains | Overweight | Get Alert |
| 02/17/2023 | APPN | Buy Now | Appian | $29.53 | 86.25% | Thomas Blakey67% | $46 → $55 | Maintains | Overweight | Get Alert |
| 02/16/2023 | TWLO | Buy Now | Twilio | $114.80 | -22.47% | Thomas Blakey67% | $77 → $89 | Maintains | Overweight | Get Alert |
| 02/10/2023 | NET | Buy Now | Cloudflare | $176.40 | -54.65% | Thomas Blakey67% | $59 → $80 | Maintains | Overweight | Get Alert |
| 01/25/2023 | FFIV | Buy Now | F5 | $288.05 | -36.82% | Thomas Blakey67% | $190 → $182 | Maintains | Overweight | Get Alert |
| 01/18/2023 | JNPR | Buy Now | Juniper Networks | $35.94 | 11.3% | Thomas Blakey67% | $36 → $40 | Maintains | Overweight | Get Alert |
| 01/18/2023 | FIVN | Buy Now | Five9 | $26.92 | 219.47% | Thomas Blakey67% | $61 → $86 | Maintains | Overweight | Get Alert |
| 01/18/2023 | BOX | Buy Now | Box | $35.44 | 4.4% | Thomas Blakey67% | $34 → $37 | Maintains | Overweight | Get Alert |
| 01/18/2023 | BAND | Buy Now | Bandwidth | $13.95 | 107.89% | Thomas Blakey67% | $21 → $29 | Maintains | Overweight | Get Alert |
| 01/18/2023 | APPN | Buy Now | Appian | $29.53 | 55.77% | Thomas Blakey67% | $55 → $46 | Maintains | Overweight | Get Alert |
| 11/18/2022 | GLOB | Buy Now | Globant | $95.26 | 143.54% | Thomas Blakey67% | $291 → $232 | Maintains | Overweight | Get Alert |
| 11/10/2022 | RNG | Buy Now | RingCentral | $25.93 | 73.54% | Thomas Blakey67% | $59 → $45 | Maintains | Overweight | Get Alert |
| 11/09/2022 | AKAM | Buy Now | Akamai Techs | $77.29 | 42.32% | Thomas Blakey67% | $116 → $110 | Maintains | Overweight | Get Alert |
| 11/07/2022 | TWLO | Buy Now | Twilio | $114.80 | -32.93% | Thomas Blakey67% | $96 → $77 | Maintains | Overweight | Get Alert |
| 11/04/2022 | NET | Buy Now | Cloudflare | $176.40 | -66.55% | Thomas Blakey67% | $98 → $59 | Maintains | Overweight | Get Alert |
| 11/04/2022 | EPAM | Buy Now | EPAM Sys | $173.78 | 143.99% | Thomas Blakey67% | $510 → $424 | Maintains | Overweight | Get Alert |
| 11/01/2022 | ANET | Buy Now | Arista Networks | $93.07 | 72.99% | Thomas Blakey67% | $170 → $161 | Maintains | Overweight | Get Alert |
| 09/13/2022 | BOX | Buy Now | Box | $35.44 | -4.06% | Thomas Blakey67% | → $34 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | DAVA | Buy Now | Endava | $15.82 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 09/13/2022 | PEGA | Buy Now | Pegasystems | $99.27 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 09/13/2022 | ONTF | Buy Now | ON24 | $5.35 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 09/13/2022 | KLTR | Buy Now | Kaltura | $2.00 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 09/13/2022 | ZM | Buy Now | Zoom Video Comms | $77.09 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 09/13/2022 | BAND | Buy Now | Bandwidth | $13.95 | 50.54% | Thomas Blakey67% | → $21 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | APPN | Buy Now | Appian | $29.53 | 103.18% | Thomas Blakey67% | → $60 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | GLOB | Buy Now | Globant | $95.26 | 205.48% | Thomas Blakey67% | → $291 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | EPAM | Buy Now | EPAM Sys | $173.78 | 193.47% | Thomas Blakey67% | → $510 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | DBX | Buy Now | Dropbox | $28.20 | 6.38% | Thomas Blakey67% | → $30 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | TWLO | Buy Now | Twilio | $114.80 | -16.38% | Thomas Blakey67% | → $96 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | FIVN | Buy Now | Five9 | $26.92 | 360.62% | Thomas Blakey67% | → $124 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | LPSN | Buy Now | LivePerson | $0.73 | 2091.78% | Thomas Blakey67% | → $16 | Initiates | → Overweight | Get Alert |
| 09/13/2022 | RNG | Buy Now | RingCentral | $25.93 | 127.54% | Thomas Blakey67% | → $59 | Initiates | → Overweight | Get Alert |
| 09/01/2022 | PSTG | Buy Now | Pure Storage | $51.46 | -24.21% | Thomas Blakey67% | $34 → $39 | Maintains | Overweight | Get Alert |
| 08/10/2022 | AKAM | Buy Now | Akamai Techs | $77.29 | 50.08% | Thomas Blakey67% | $123 → $116 | Maintains | Overweight | Get Alert |
| 07/27/2022 | JNPR | Buy Now | Juniper Networks | $35.94 | 0.17% | Thomas Blakey67% | $46 → $36 | Maintains | Overweight | Get Alert |
| 06/02/2022 | PSTG | Buy Now | Pure Storage | $51.46 | -33.93% | Thomas Blakey67% | $43 → $34 | Maintains | Overweight | Get Alert |
| 05/27/2022 | VMW | Buy Now | VMware | — | — | Thomas Blakey67% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/03/2022 | ANET | Buy Now | Arista Networks | $93.07 | 82.66% | Thomas Blakey67% | $172 → $170 | Maintains | Overweight | Get Alert |
| 03/28/2022 | PSTG | Buy Now | Pure Storage | $51.46 | -16.44% | Thomas Blakey67% | $36 → $43 | Maintains | Overweight | Get Alert |
| 02/15/2022 | ANET | Buy Now | Arista Networks | $93.07 | 84.81% | Thomas Blakey67% | $165 → $172 | Maintains | Overweight | Get Alert |
| 02/11/2022 | NET | Buy Now | Cloudflare | $176.40 | -14.97% | Thomas Blakey67% | $132 → $150 | Maintains | Overweight | Get Alert |
| 01/19/2022 | PSTG | Buy Now | Pure Storage | $51.46 | -30.04% | Thomas Blakey67% | $34 → $36 | Maintains | Overweight | Get Alert |
| 01/19/2022 | ANET | Buy Now | Arista Networks | $93.07 | 77.29% | Thomas Blakey67% | $136 → $165 | Maintains | Overweight | Get Alert |
| 01/19/2022 | FFIV | Buy Now | F5 | $288.05 | 6.58% | Thomas Blakey67% | → $307 | Initiates | → Overweight | Get Alert |
| 01/19/2022 | FSLY | Buy Now | Fastly | $7.08 | — | Thomas Blakey67% | — | Initiates | → Sector Weight | Get Alert |
| 01/19/2022 | JNPR | Buy Now | Juniper Networks | $35.94 | 27.99% | Thomas Blakey67% | → $46 | Initiates | → Overweight | Get Alert |
| 01/19/2022 | NET | Buy Now | Cloudflare | $176.40 | -25.17% | Thomas Blakey67% | → $132 | Initiates | → Overweight | Get Alert |
| 01/19/2022 | NTNX | Buy Now | Nutanix | $72.82 | -46.44% | Thomas Blakey67% | → $39 | Initiates | → Overweight | Get Alert |
| 01/19/2022 | VMW | Buy Now | VMware | — | — | Thomas Blakey67% | → $164 | Initiates | → Overweight | Get Alert |
| 01/19/2022 | CVLT | Buy Now | CommVault Systems | $185.98 | — | Thomas Blakey67% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/19/2022 | AKAM | Buy Now | Akamai Techs | $77.29 | 81.14% | Thomas Blakey67% | → $140 | Upgrade | Sector Weight → Overweight | Get Alert |
