Thomas Blakey
Stock Analyst at Keybanc
(3.62)
# 1,020
Out of 4,413 analysts
108
Total ratings
51.55%
Success rate
4.38%
Average return
Main Sectors:
25 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| SMCI Super Micro Computer | Initiates: Sector Weight | n/a | $858.80 | - | 1 | Apr 24, 2024 | |
| PSTG Pure Storage | Maintains: Overweight | $55 → $64 | $50.40 | +26.98% | 12 | Mar 12, 2024 | |
| NTNX Nutanix | Maintains: Overweight | $68 → $69 | $60.70 | +13.67% | 5 | Feb 29, 2024 | |
| BAND Bandwidth | Maintains: Overweight | $16 → $21 | $18.20 | +15.38% | 5 | Feb 29, 2024 | |
| FIVN Five9 | Maintains: Overweight | $93 → $86 | $57.57 | +49.38% | 8 | Feb 22, 2024 | |
| RNG RingCentral | Maintains: Overweight | $50 → $48 | $29.62 | +62.05% | 6 | Feb 21, 2024 | |
| GLOB Globant | Maintains: Overweight | $266 → $272 | $178.59 | +52.30% | 7 | Feb 16, 2024 | |
| APPN Appian | Maintains: Overweight | $45 → $50 | $37.44 | +33.55% | 6 | Feb 16, 2024 | |
| NET Cloudflare | Maintains: Overweight | $94 → $132 | $87.40 | +51.03% | 8 | Feb 9, 2024 | |
| CVLT Commvault Systems | Upgrades: Overweight | $109 | $102.47 | +6.37% | 2 | Jan 31, 2024 | |
| ANET Arista Networks | Maintains: Overweight | $287 → $306 | $256.56 | +19.27% | 9 | Jan 22, 2024 | |
| DBX Dropbox | Maintains: Overweight | $32 → $37 | $23.16 | +59.76% | 6 | Jan 19, 2024 | |
| FFIV F5, Inc. | Maintains: Overweight | $186 → $204 | $165.31 | +23.40% | 6 | Jan 18, 2024 | |
| JNPR Juniper Networks | Downgrades: Sector Weight | n/a | $34.82 | - | 5 | Jan 12, 2024 | |
| BOX Box, Inc. | Maintains: Overweight | $33 → $30 | $26.02 | +15.30% | 4 | Dec 6, 2023 | |
| EPAM EPAM Systems | Downgrades: Sector Weight | n/a | $235.26 | - | 4 | Jun 6, 2023 | |
| AKAM Akamai | Maintains: Overweight | $104 → $107 | $100.93 | +6.01% | 4 | May 11, 2023 | |
| TWLO Twilio | Maintains: Overweight | $77 → $89 | $59.88 | +48.63% | 3 | Feb 16, 2023 | |
| DAVA Endava | Initiates: Sector Weight | n/a | $29.00 | - | 1 | Sep 13, 2022 | |
| PEGA Pegasystems | Initiates: Sector Weight | n/a | $59.42 | - | 1 | Sep 13, 2022 | |
| ONTF ON24, Inc. | Initiates: Sector Weight | n/a | $6.59 | - | 1 | Sep 13, 2022 | |
| KLTR Kaltura | Initiates: Sector Weight | n/a | $1.23 | - | 1 | Sep 13, 2022 | |
| ZM Zoom Video | Initiates: Sector Weight | n/a | $61.10 | - | 1 | Sep 13, 2022 | |
| LPSN LivePerson | Initiates: Overweight | $16 | $0.50 | +3,094.25% | 1 | Sep 13, 2022 | |
| FSLY Fastly | Initiates: Sector Weight | n/a | $12.65 | - | 1 | Jan 19, 2022 |
Super Micro Computer
Apr 24, 2024
Initiates: Sector Weight
Price Target: n/a
Current: $858.80
Upside: -
Pure Storage
Mar 12, 2024
Maintains: Overweight
Price Target: $55 → $64
Current: $50.40
Upside: +26.98%
Nutanix
Feb 29, 2024
Maintains: Overweight
Price Target: $68 → $69
Current: $60.70
Upside: +13.67%
Bandwidth
Feb 29, 2024
Maintains: Overweight
Price Target: $16 → $21
Current: $18.20
Upside: +15.38%
Five9
Feb 22, 2024
Maintains: Overweight
Price Target: $93 → $86
Current: $57.57
Upside: +49.38%
RingCentral
Feb 21, 2024
Maintains: Overweight
Price Target: $50 → $48
Current: $29.62
Upside: +62.05%
Globant
Feb 16, 2024
Maintains: Overweight
Price Target: $266 → $272
Current: $178.59
Upside: +52.30%
Appian
Feb 16, 2024
Maintains: Overweight
Price Target: $45 → $50
Current: $37.44
Upside: +33.55%
Cloudflare
Feb 9, 2024
Maintains: Overweight
Price Target: $94 → $132
Current: $87.40
Upside: +51.03%
Commvault Systems
Jan 31, 2024
Upgrades: Overweight
Price Target: $109
Current: $102.47
Upside: +6.37%
Arista Networks
Jan 22, 2024
Maintains: Overweight
Price Target: $287 → $306
Current: $256.56
Upside: +19.27%
Dropbox
Jan 19, 2024
Maintains: Overweight
Price Target: $32 → $37
Current: $23.16
Upside: +59.76%
F5, Inc.
Jan 18, 2024
Maintains: Overweight
Price Target: $186 → $204
Current: $165.31
Upside: +23.40%
Juniper Networks
Jan 12, 2024
Downgrades: Sector Weight
Price Target: n/a
Current: $34.82
Upside: -
Box, Inc.
Dec 6, 2023
Maintains: Overweight
Price Target: $33 → $30
Current: $26.02
Upside: +15.30%
EPAM Systems
Jun 6, 2023
Downgrades: Sector Weight
Price Target: n/a
Current: $235.26
Upside: -
Akamai
May 11, 2023
Maintains: Overweight
Price Target: $104 → $107
Current: $100.93
Upside: +6.01%
Twilio
Feb 16, 2023
Maintains: Overweight
Price Target: $77 → $89
Current: $59.88
Upside: +48.63%
Endava
Sep 13, 2022
Initiates: Sector Weight
Price Target: n/a
Current: $29.00
Upside: -
Pegasystems
Sep 13, 2022
Initiates: Sector Weight
Price Target: n/a
Current: $59.42
Upside: -
ON24, Inc.
Sep 13, 2022
Initiates: Sector Weight
Price Target: n/a
Current: $6.59
Upside: -
Kaltura
Sep 13, 2022
Initiates: Sector Weight
Price Target: n/a
Current: $1.23
Upside: -
Zoom Video
Sep 13, 2022
Initiates: Sector Weight
Price Target: n/a
Current: $61.10
Upside: -
LivePerson
Sep 13, 2022
Initiates: Overweight
Price Target: $16
Current: $0.50
Upside: +3,094.25%
Fastly
Jan 19, 2022
Initiates: Sector Weight
Price Target: n/a
Current: $12.65
Upside: -