Koji Ikeda

BlackLine Inc (NASDAQ: BL) reported first-quarter revenue and EPS ahead of expectations Thursday and raised its full-year guidance. Billings continued to underwhelm in the quarter due to few new customer wins, decelerating domestic growth and declining SAP channel contributions,...

Zendesk Inc (NYSE: ZEN) reported a first-quarter beat Tuesday and raised its full-year revenue guidance. The company’s beat-and-raise trend moderated in the quarter, which may suggest less upside in future quarterly results, according to Oppenheimer. The Analyst Koji Ikeda maintained a...

A meeting between Oppenheimer and Autodesk, Inc. (NASDAQ: ADSK)'s vice president of investor relations gave the sell-side firm greater confidence in the company’s business momentum, growth strategy and positioning in the construction and manufacturing markets. The Analyst Koji Ikeda...

Applications software vendor Autodesk, Inc. (NASDAQ: ADSK) held its Investor Day event Thursday, and analysts came away from the event with largely unchanged outlooks.  The Analysts Oppenheimer analyst Koji Ikeda reiterated an Outperform rating and $190 price target for Autodesk. ...

Conversations with customers and partners indicate that Blackline Inc (NASDAQ: BL)'s vision and technology are aligned with end-market demand, according to Oppenheimer. The Analyst Oppenheimer’s Koji Ikeda maintains a Perform rating on BlackLine. The Thesis BlackLine recently...

Coupa Software Inc (NASDAQ: COUP) reported forecast-beating fourth-quarter results Monday but issued disappointing guidance, dragging its shares lower. The Analyst Oppenheimer analyst Koji Ikeda reiterated an Outperform rating and hiked the price target from $85 to $100. Raymond James analyst...

Yext Inc (NYSE: YEXT) reported solid fourth-quarter results Wednesday, with revenue and EPS ahead of consensus expectations. The company posted FY20 revenue guidance in-line with the Street, while its non-GAAP EPS came in below expectations. The Analysts Oppenheimer’s Koji Ikeda...

SPS Commerce, Inc. (NASDAQ: SPSC) reported delivered solid 4Q results Tuesday and issued above-consensus 2019 guidance.  The quarter highlighted consistently good execution, with EBIDTA margin expansion and recurring customer adds, and the company also completed the acquisition of...

​HubSpot Inc (NYSE: HUBS), a cloud-based marketing and sales software platform, reported Tuesday after the close with forecast-beating fourth-quarter results and fairly positive Q2 and FY19 guidance. The Analysts Raymond James analyst Brian Peterson maintained an Outperform rating on...

Zendesk Inc (NYSE: ZEN) reported solid fourth-quarter results Tuesday while announcing mixed guidance for Q1 and the full year. The software company exhibits strong business fundamentals, and favorable data points suggest the momentum is likely to continue in 2019, according to Oppenheimer....

The street is overlooking LivePerson, Inc. (NASDAQ: LPSN)’s mobile commerce opportunity, according to a new analyst report. The Analyst  Oppenheimer analyst Koji Ikeda upgraded LivePerson from Perform to Outperform and set a $31 price target. The Thesis LivePerson is well-positioned...

Although HubSpot Inc (NYSE: HUBS) is a great business with an excellent track record of execution, the stock is now trading at a significant premium to peers and already reflects the company’s future success, according to Oppenheimer. HubSpot shares have appreciated around 225 percent...

Zendesk Inc (NYSE: ZEN) is a "fast-growing, best-of-breed SaaS company" that is gaining market share in the customer engagement category, according to Oppenheimer. The company has expanded its product portfolio and has an installed base that offers monetization opportunities, in the sell-...