Raimo Lenschow

Feb 12, 2026

Target

$67.00

Current

$40.59

Performance

0.00%

Raimo Lenschow rated PEGA as Overweight on Feb 12, 2026, setting a price target of 67. Shares have remained stable near 40.59, leaving the 67 target still in play.

DDOG

Feb 11, 2026

Target

$195.00

Current

$126.13

Performance

-0.94%

On Feb 11, 2026, DDOG was given a Overweight rating by Raimo Lenschow, with a target price of 195. The stock traded sideways with a -0.94% move, keeping the bullish thesis unresolved.

TDC

Feb 11, 2026

Target

$31.00

Current

$33.54

Performance

-11.46%

TDC received a Underweight rating from Raimo Lenschow on Feb 11, 2026, aiming for 31. Investors who stayed short missed an upside surprise of -11.46%.

KVYO

Feb 11, 2026

Target

$42.00

Current

$18.51

Performance

-9.00%

On Feb 11, 2026, Raimo Lenschow published a Overweight outlook on KVYO, with a target of 42. Market action contradicted the Buy thesis, as shares slipped to 18.51.

GTM

Feb 11, 2026

Target

$12.00

Current

$6.30

Performance

-3.96%

Raimo Lenschow on Feb 11, 2026 assigned GTM a Equal-Weight rating, with a price target of 12. The Hold stance reflected consolidation, as shares held near 6.3.

DT

Feb 10, 2026

Target

$57.00

Current

$36.56

Performance

-0.65%

On Feb 10, 2026, Raimo Lenschow reaffirmed DT with a Overweight rating, targeting 57. Market indecision has kept the 57 target in a holding pattern.

ESTC

Jan 12, 2026

Target

$100.00

Current

$60.38

Performance

-21.27%

ESTC was rated Overweight by Raimo Lenschow on Jan 12, 2026, with a price objective of 100. This case shows how bullish projections can fail, with the stock now below 60.38.

SNOW

Jan 12, 2026

Target

$250.00

Current

$172.91

Performance

-21.50%

On Jan 12, 2026, Raimo Lenschow initiated coverage on SNOW with a Equal-Weight rating and target of 250. The rating matched the stock’s inability to hold above 172.91.

APPN

Jan 12, 2026

Target

$34.00

Current

$22.38

Performance

-32.28%

Raimo Lenschow issued a Underweight recommendation for APPN on Jan 12, 2026, price target set at 34. The Sell call exposed risks of betting against momentum, as the stock rallied -32.28%.

CMRC

Jan 12, 2026

Target

$3.00

Current

$2.46

Performance

-40.44%

On Jan 12, 2026, CMRC was evaluated by Raimo Lenschow, who gave a Underweight rating and target of 3. The recommendation was proven wrong by upward action toward 3.

CRM

Jan 12, 2026

Target

$338.00

Current

$185.43

Performance

-28.52%

Raimo Lenschow rated CRM as Overweight on Jan 12, 2026, setting a price target of 338. The stock has underperformed, dropping 28.52% despite the bullish target of 338.

CRWV

Jan 12, 2026

Target

$90.00

Current

$95.70

Performance

6.42%

On Jan 12, 2026, CRWV was given a Equal-Weight rating by Raimo Lenschow, with a target price of 90. The stock rallied from 95.7 to 95.7 after the Hold rating, surprising to the upside.

DOCN

Jan 12, 2026

Target

$63.00

Current

$63.78

Performance

15.27%

DOCN received a Overweight rating from Raimo Lenschow on Jan 12, 2026, aiming for 63. Momentum has favored the Buy call, with shares climbing from 63.78 to 63.78, rewarding those who trusted the recommendation.

FIVN

Jan 12, 2026

Target

$25.00

Current

$16.57

Performance

-15.85%

On Jan 12, 2026, Raimo Lenschow published a Overweight outlook on FIVN, with a target of 25. Market action contradicted the Buy thesis, as shares slipped to 16.57.

LSPD

Jan 12, 2026

Target

$14.00

Current

$8.79

Performance

-28.01%

Raimo Lenschow on Jan 12, 2026 assigned LSPD a Equal-Weight rating, with a price target of 14. The call successfully avoided chasing as shares lost 28.01%.

MDB

Jan 12, 2026

Target

$480.00

Current

$356.74

Performance

-14.69%

On Jan 12, 2026, Raimo Lenschow reaffirmed MDB with a Overweight rating, targeting 480. Shares slid 14.69% despite the recommendation, highlighting downside risks.

MNDY

Jan 12, 2026

Target

$194.00

Current

$73.63

Performance

-49.69%

MNDY was rated Overweight by Raimo Lenschow on Jan 12, 2026, with a price objective of 194. This case shows how bullish projections can fail, with the stock now below 73.63.

MSFT

Jan 12, 2026

Target

$610.00

Current

$401.84

Performance

-15.79%

On Jan 12, 2026, Raimo Lenschow initiated coverage on MSFT with a Overweight rating and target of 610. The Buy call has yet to be validated as shares remain 208.16 away from the target.

PATH

Jan 12, 2026

Target

$18.00

Current

$11.18

Performance

-35.15%

Raimo Lenschow issued a Equal-Weight recommendation for PATH on Jan 12, 2026, price target set at 18. Market action validated the conservative Hold outlook with shares at 11.18.

PAYC

Jan 12, 2026

Target

$185.00

Current

$119.76

Performance

-24.65%

On Jan 12, 2026, PAYC was evaluated by Raimo Lenschow, who gave a Equal-Weight rating and target of 185. The Hold call avoided chasing into subsequent weakness of 24.65%.

PCTY

Jan 12, 2026

Target

$164.00

Current

$104.20

Performance

-30.22%

Raimo Lenschow rated PCTY as Equal-Weight on Jan 12, 2026, setting a price target of 164. The cautious Hold call aligned with subsequent weakness, as shares slipped 30.22%.

SMWB

Jan 12, 2026

Target

$10.00

Current

$3.90

Performance

-43.88%

On Jan 12, 2026, SMWB was given a Overweight rating by Raimo Lenschow, with a target price of 10. Despite the Buy call, shares fell from 3.9 to 3.9, challenging the optimistic stance.

SPT

Jan 12, 2026

Target

$13.00

Current

$6.87

Performance

-32.25%

SPT received a Overweight rating from Raimo Lenschow on Jan 12, 2026, aiming for 13. The rating hasn’t played out as hoped, with the stock trading 32.25% below expectations.

DV

Jan 12, 2026

Target

$12.00

Current

$9.33

Performance

-14.01%

On Jan 12, 2026, Raimo Lenschow published a Equal-Weight outlook on DV, with a target of 12. Weakness in the stock, now at 9.33, supported the conservative rating.

GTLB

Jan 12, 2026

Target

$34.00

Current

$29.58

Performance

-17.05%

Raimo Lenschow on Jan 12, 2026 assigned GTLB a Underweight rating, with a price target of 34. Market strength contradicted the bearish call as shares gained -17.05%.

HUBS

Jan 12, 2026

Target

$525.00

Current

$228.95

Performance

-39.10%

On Jan 12, 2026, Raimo Lenschow reaffirmed HUBS with a Overweight rating, targeting 525. Shares slid 39.10% despite the recommendation, highlighting downside risks.

WDAY

Jan 12, 2026

Target

$275.00

Current

$144.04

Performance

-30.72%

WDAY was rated Overweight by Raimo Lenschow on Jan 12, 2026, with a price objective of 275. This case shows how bullish projections can fail, with the stock now below 144.04.

DSGX

Jan 12, 2026

Target

$105.00

Current

$64.72

Performance

-26.97%

On Jan 12, 2026, Raimo Lenschow initiated coverage on DSGX with a Overweight rating and target of 105. The Buy call has yet to be validated as shares remain 40.28 away from the target.

ORCL

Dec 09, 2025

Target

$400.00

Current

$156.51

Performance

-29.35%

Raimo Lenschow issued a Overweight recommendation for ORCL on Dec 09, 2025, price target set at 400. The market hasn’t rewarded the bullish outlook, exposing uncertainty in the call.

NOW

Oct 30, 2025

Target

$1225.00

Current

$103.29

Performance

-88.95%

On Oct 30, 2025, NOW was evaluated by Raimo Lenschow, who gave a Overweight rating and target of 1225. Investors saw limited payoff as shares fell short of the 1225 target.

CFLT

Oct 28, 2025

Target

$27.00

Current

$30.52

Performance

28.51%

Raimo Lenschow rated CFLT as Overweight on Oct 28, 2025, setting a price target of 27. The call has proven timely, with shares rising 28.51% toward the price target of 27.

SAP

Oct 24, 2025

Target

$348.00

Current

$203.74

Performance

-24.41%

On Oct 24, 2025, SAP was given a Overweight rating by Raimo Lenschow, with a target price of 348. Despite the Buy call, shares fell from 203.74 to 203.74, challenging the optimistic stance.

OTEX

Oct 21, 2025

Target

$39.00

Current

$23.73

Performance

-39.46%

OTEX received a Equal-Weight rating from Raimo Lenschow on Oct 21, 2025, aiming for 39. The Hold stance proved prudent, with the market softening by 39.46%.

CXM

Sep 04, 2025

Target

$8.00

Current

$5.39

Performance

-31.16%

On Sep 04, 2025, Raimo Lenschow published a Underweight outlook on CXM, with a target of 8. The Sell recommendation underestimated bullish momentum toward 8.

DAY

Aug 22, 2025

Target

$70.00

Current

$69.86

Performance

0.95%

Raimo Lenschow on Aug 22, 2025 assigned DAY a Equal-Weight rating, with a price target of 70. The Hold stance reflected consolidation, as shares held near 69.86.

INTU

Aug 22, 2025

Target

$785.00

Current

$397.96

Performance

-39.95%

On Aug 22, 2025, Raimo Lenschow reaffirmed INTU with a Overweight rating, targeting 785. Shares slid 39.95% despite the recommendation, highlighting downside risks.

IAS

Aug 08, 2025

Target

$10.00

Current

$10.34

Performance

15.14%

IAS was rated Equal-Weight by Raimo Lenschow on Aug 08, 2025, with a price objective of 10. Despite caution, upside momentum rewarded risk-takers with gains to 10.34.

TEAM

Aug 08, 2025

Target

$215.00

Current

$86.48

Performance

-48.54%

On Aug 08, 2025, Raimo Lenschow initiated coverage on TEAM with a Overweight rating and target of 215. The Buy call has yet to be validated as shares remain 128.52 away from the target.

V

Jul 31, 2025

Target

$408.00

Current

$324.18

Performance

-6.16%

Raimo Lenschow issued a Overweight recommendation for V on Jul 31, 2025, price target set at 408. The market hasn’t rewarded the bullish outlook, exposing uncertainty in the call.

JAMF

Jul 21, 2025

Target

$10.00

Current

$13.05

Performance

60.32%

On Jul 21, 2025, JAMF was evaluated by Raimo Lenschow, who gave a Equal-Weight rating and target of 10. Investors who stayed in despite the Hold saw upside of 60.32%.

BASE

Jun 20, 2025

Target

$24.50

Current

$24.51

Performance

0.08%

Raimo Lenschow rated BASE as Overweight on Jun 20, 2025, setting a price target of 24.5. Shares have remained stable near 24.51, leaving the 24.5 target still in play.

ZI

Feb 26, 2025

Target

$13.00

Current

$9.35

Performance

-20.29%

On Feb 26, 2025, ZI was given a Equal-Weight rating by Raimo Lenschow, with a target price of 13. The rating provided protection from downside risk as the stock fell to 9.35.

FRSH

Feb 12, 2025

Target

$20.00

Current

$7.04

Performance

-60.43%

FRSH received a Equal-Weight rating from Raimo Lenschow on Feb 12, 2025, aiming for 20. The Hold stance proved prudent, with the market softening by 60.43%.

BIGC