John Difucci
Stock Analyst at Guggenheim
(4.40)
# 430
Out of 4,496 analysts
81
Total ratings
61.9%
Success rate
14.35%
Average return
Main Sectors:
23 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| CRWD CrowdStrike Holdings | Downgrades: Neutral | n/a | $304.96 | - | 8 | Jul 22, 2024 | |
| DT Dynatrace | Maintains: Buy | $60 → $55 | $44.02 | +24.94% | 1 | Jul 16, 2024 | |
| NOW ServiceNow | Downgrades: Sell | $640 | $751.20 | -14.80% | 9 | Jul 8, 2024 | |
| WDAY Workday | Reiterates: Sell | $190 | $227.49 | -16.48% | 9 | Jun 25, 2024 | |
| SMAR Smartsheet | Reiterates: Buy | $56 | $48.29 | +15.97% | 5 | Jun 25, 2024 | |
| RBRK Rubrik | Reiterates: Buy | $48 | $33.86 | +41.76% | 2 | Jun 25, 2024 | |
| PSTG Pure Storage | Reiterates: Buy | $72 | $59.10 | +21.83% | 1 | Jun 25, 2024 | |
| ORCL Oracle | Reiterates: Buy | $175 | $138.56 | +26.30% | 5 | Jun 25, 2024 | |
| OKTA Okta | Reiterates: Buy | $130 | $94.03 | +38.25% | 5 | Jun 25, 2024 | |
| NET Cloudflare | Reiterates: Sell | $50 | $78.66 | -36.44% | 6 | Jun 25, 2024 | |
| ARM Arm Holdings | Maintains: Buy | $110 → $169 | $163.40 | +3.43% | 2 | Jun 25, 2024 | |
| SNOW Snowflake | Upgrades: Neutral | n/a | $129.85 | - | 3 | Mar 15, 2024 | |
| MSFT Microsoft | Upgrades: Neutral | n/a | $437.11 | - | 5 | Sep 25, 2023 | |
| ZS Zscaler | Downgrades: Neutral | n/a | $188.54 | - | 2 | Jan 17, 2023 | |
| PANW Palo Alto Networks | Downgrades: Neutral | n/a | $330.89 | - | 3 | Jan 17, 2023 | |
| CRM Salesforce | Upgrades: Neutral | n/a | $247.63 | - | 3 | Sep 2, 2022 | |
| PRGS Progress Software | Initiates: Buy | $60 | $55.54 | +8.03% | 1 | Aug 12, 2022 | |
| CCI Crown Castle | Upgrades: Outperform | $184 | $105.08 | +75.10% | 1 | Jan 28, 2022 | |
| NICE NICE Ltd. | Maintains: Buy | n/a | $176.90 | - | 4 | Sep 20, 2018 | |
| VRNS Varonis Systems | Maintains: Buy | n/a | $46.97 | - | 2 | Jul 31, 2018 | |
| ZUO Zuora | Initiates: Buy | n/a | $9.24 | - | 1 | May 7, 2018 | |
| ALRM Alarm.com Holdings | Upgrades: Buy | n/a | $67.21 | - | 2 | Jan 18, 2018 | |
| PAYC Paycom Software | Maintains: Buy | n/a | $158.10 | - | 1 | Nov 1, 2017 |
CrowdStrike Holdings
Jul 22, 2024
Downgrades: Neutral
Price Target: n/a
Current: $304.96
Upside: -
Dynatrace
Jul 16, 2024
Maintains: Buy
Price Target: $60 → $55
Current: $44.02
Upside: +24.94%
ServiceNow
Jul 8, 2024
Downgrades: Sell
Price Target: $640
Current: $751.20
Upside: -14.80%
Workday
Jun 25, 2024
Reiterates: Sell
Price Target: $190
Current: $227.49
Upside: -16.48%
Smartsheet
Jun 25, 2024
Reiterates: Buy
Price Target: $56
Current: $48.29
Upside: +15.97%
Rubrik
Jun 25, 2024
Reiterates: Buy
Price Target: $48
Current: $33.86
Upside: +41.76%
Pure Storage
Jun 25, 2024
Reiterates: Buy
Price Target: $72
Current: $59.10
Upside: +21.83%
Oracle
Jun 25, 2024
Reiterates: Buy
Price Target: $175
Current: $138.56
Upside: +26.30%
Okta
Jun 25, 2024
Reiterates: Buy
Price Target: $130
Current: $94.03
Upside: +38.25%
Cloudflare
Jun 25, 2024
Reiterates: Sell
Price Target: $50
Current: $78.66
Upside: -36.44%
Arm Holdings
Jun 25, 2024
Maintains: Buy
Price Target: $110 → $169
Current: $163.40
Upside: +3.43%
Snowflake
Mar 15, 2024
Upgrades: Neutral
Price Target: n/a
Current: $129.85
Upside: -
Microsoft
Sep 25, 2023
Upgrades: Neutral
Price Target: n/a
Current: $437.11
Upside: -
Zscaler
Jan 17, 2023
Downgrades: Neutral
Price Target: n/a
Current: $188.54
Upside: -
Palo Alto Networks
Jan 17, 2023
Downgrades: Neutral
Price Target: n/a
Current: $330.89
Upside: -
Salesforce
Sep 2, 2022
Upgrades: Neutral
Price Target: n/a
Current: $247.63
Upside: -
Progress Software
Aug 12, 2022
Initiates: Buy
Price Target: $60
Current: $55.54
Upside: +8.03%
Crown Castle
Jan 28, 2022
Upgrades: Outperform
Price Target: $184
Current: $105.08
Upside: +75.10%
NICE Ltd.
Sep 20, 2018
Maintains: Buy
Price Target: n/a
Current: $176.90
Upside: -
Varonis Systems
Jul 31, 2018
Maintains: Buy
Price Target: n/a
Current: $46.97
Upside: -
Zuora
May 7, 2018
Initiates: Buy
Price Target: n/a
Current: $9.24
Upside: -
Alarm.com Holdings
Jan 18, 2018
Upgrades: Buy
Price Target: n/a
Current: $67.21
Upside: -
Paycom Software
Nov 1, 2017
Maintains: Buy
Price Target: n/a
Current: $158.10
Upside: -