Trevor Walsh
Stock Analyst at JMP Securities
(5.00)
# 3
Out of 5,030 analysts
164
Total ratings
82.58%
Success rate
51.98%
Average return
Main Sectors:
Stocks Rated by Trevor Walsh
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| NTSK Netskope | Initiates: Market Outperform | $27 | $21.60 | +25.00% | 1 | Oct 13, 2025 | |
| AVAV AeroVironment | Maintains: Market Outperform | $325 → $400 | $351.73 | +13.72% | 3 | Oct 3, 2025 | |
| KTOS Kratos Defense & Security Solutions | Maintains: Market Outperform | $70 → $105 | $82.15 | +27.81% | 5 | Oct 2, 2025 | |
| AXON Axon Enterprise | Reiterates: Market Outperform | $825 | $658.00 | +25.38% | 7 | Sep 29, 2025 | |
| CYBR CyberArk Software | Downgrades: Market Perform | n/a | $486.56 | - | 13 | Sep 23, 2025 | |
| CRWD CrowdStrike Holdings | Maintains: Market Outperform | $500 → $550 | $478.20 | +15.01% | 18 | Sep 23, 2025 | |
| S SentinelOne | Reiterates: Market Outperform | $29 | $16.56 | +75.12% | 15 | Sep 9, 2025 | |
| PL Planet Labs PBC | Maintains: Market Outperform | $8 → $11 | $12.65 | -13.01% | 14 | Sep 9, 2025 | |
| ZS Zscaler | Reiterates: Market Outperform | $355 | $295.87 | +19.99% | 19 | Sep 3, 2025 | |
| PANW Palo Alto Networks | Reiterates: Market Outperform | $212 | $205.71 | +3.06% | 17 | Aug 19, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Market Outperform | $30 | $22.22 | +35.01% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Outperform | $225 → $250 | $204.72 | +22.12% | 11 | Aug 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Market Perform | n/a | $86.35 | - | 12 | May 28, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Market Outperform | $19 | $11.33 | +67.77% | 1 | Mar 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Market Perform | n/a | $64.40 | - | 2 | Mar 14, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Market Outperform | $80 | $56.37 | +41.92% | 7 | Feb 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Outperform | $580 → $700 | $500.59 | +39.83% | 9 | Oct 25, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Market Perform | n/a | $323.95 | - | 9 | Sep 17, 2024 |
Netskope
Oct 13, 2025
Initiates: Market Outperform
Price Target: $27
Current: $21.60
Upside: +25.00%
AeroVironment
Oct 3, 2025
Maintains: Market Outperform
Price Target: $325 → $400
Current: $351.73
Upside: +13.72%
Kratos Defense & Security Solutions
Oct 2, 2025
Maintains: Market Outperform
Price Target: $70 → $105
Current: $82.15
Upside: +27.81%
Axon Enterprise
Sep 29, 2025
Reiterates: Market Outperform
Price Target: $825
Current: $658.00
Upside: +25.38%
CyberArk Software
Sep 23, 2025
Downgrades: Market Perform
Price Target: n/a
Current: $486.56
Upside: -
CrowdStrike Holdings
Sep 23, 2025
Maintains: Market Outperform
Price Target: $500 → $550
Current: $478.20
Upside: +15.01%
SentinelOne
Sep 9, 2025
Reiterates: Market Outperform
Price Target: $29
Current: $16.56
Upside: +75.12%
Planet Labs PBC
Sep 9, 2025
Maintains: Market Outperform
Price Target: $8 → $11
Current: $12.65
Upside: -13.01%
Zscaler
Sep 3, 2025
Reiterates: Market Outperform
Price Target: $355
Current: $295.87
Upside: +19.99%
Palo Alto Networks
Aug 19, 2025
Reiterates: Market Outperform
Price Target: $212
Current: $205.71
Upside: +3.06%
Aug 18, 2025
Reiterates: Market Outperform
Price Target: $30
Current: $22.22
Upside: +35.01%
Aug 1, 2025
Maintains: Market Outperform
Price Target: $225 → $250
Current: $204.72
Upside: +22.12%
May 28, 2025
Reiterates: Market Perform
Price Target: n/a
Current: $86.35
Upside: -
Mar 17, 2025
Reiterates: Market Outperform
Price Target: $19
Current: $11.33
Upside: +67.77%
Mar 14, 2025
Reiterates: Market Perform
Price Target: n/a
Current: $64.40
Upside: -
Feb 25, 2025
Reiterates: Market Outperform
Price Target: $80
Current: $56.37
Upside: +41.92%
Oct 25, 2024
Maintains: Market Outperform
Price Target: $580 → $700
Current: $500.59
Upside: +39.83%
Sep 17, 2024
Reiterates: Market Perform
Price Target: n/a
Current: $323.95
Upside: -