Mike Cikos

Mike Cikos Recent News

Palo Alto Networks Called A 'Buy' On The Dip, Analysts Bet On Its AI Security Lead
Palo Alto Networks Called A 'Buy' On The Dip, Analysts Bet On Its AI Security Lead
Palo Alto Networks (PANW) is dominating the AI-era cybersecurity market through strategic acquisitions and platform expansion.
MongoDB's Next Growth Driver Isn't What Most Investors Expect
MongoDB's Next Growth Driver Isn't What Most Investors Expect
MongoDB Inc projected high-teens revenue growth, announced investment plans and received positive analyst rating with $365 price target.
C3.ai Stock Falls As Analysts Flag Sharp Sales Decline And Wider Losses
C3.ai Stock Falls As Analysts Flag Sharp Sales Decline And Wider Losses
C3.ai (NYSE: AI) stock dropped after Q1 results and CEO transition. Citizens JMP Securities kept Outperform, Needham maintained Hold.
Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
PSTG stock rallies after upbeat Q2 results. JPMorgan maintains Overweight rating with $80 PT, while Needham raises PT to $85.
CrowdStrike Analysts Emphasize Long-Term Strength Of Cybersecurity Platform
CrowdStrike Analysts Emphasize Long-Term Strength Of Cybersecurity Platform
Shares of CrowdStrike Holdings (CRWD) rose on upbeat Q2 results. Wedbush, Rosenblatt, Goldman Sachs, Needham, and Cantor Fitzgerald maintain Buy ratings.
Snowflake Analysts Raise Forecasts As Stock Jumps To 52-Week High On Strong Results
Snowflake Analysts Raise Forecasts As Stock Jumps To 52-Week High On Strong Results
Snowflake's Q2 results beat estimates, prompting several analysts to raise their price targets. The company's strong growth potential is recognized.
GitLab Eyes Catch-Up Rally; Cognyte Builds Confidence With $40 Million In Contracts
GitLab Eyes Catch-Up Rally; Cognyte Builds Confidence With $40 Million In Contracts
Cognyte Software and GitLab Inc are the last two companies to report in Needham analyst Mike Cikos' coverage of first-quarter earnings season.
MongoDB Is Poised To 'Emerge As A Winner In The AI Revolution': Analysts
MongoDB Is Poised To 'Emerge As A Winner In The AI Revolution': Analysts
Shares of MongoDB rallied in early trading on Thursday, after the company Wednesday reported upbeat fiscal first-quarter results.
CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside
CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside
CrowdStrike Holdings Inc (CRWD) stock plummets after disappointing Q1 results. Analysts downgrade rating, raise price targets but remain bullish on growth prospects.
Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target
Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target
Okta Inc (NASDAQ: OKTA) shares tanked despite upbeat quarterly results. Analysts remain optimistic with Buy ratings and reduced price targets.
Snowflake Pops After Solid Quarter: Analysts See Strength In AI, New Workloads
Snowflake Pops After Solid Quarter: Analysts See Strength In AI, New Workloads
Snowflake Inc (NYSE: SNOW) shares rally after strong Q1 results and positive analyst takeaways during an exciting earnings season.
CoreWeave Surges As Microsoft, OpenAI Deals Fuel Revenue Spike, Wall Street Boost
CoreWeave Surges As Microsoft, OpenAI Deals Fuel Revenue Spike, Wall Street Boost
Wall Street analysts raise PT on CRWV. JP Morgan maintains Overweight rating & raises PT from $43 to $66. Needham maintains Buy & raises PT from $55 to $78.
MongoDB's Solid Q4 Overshadowed By Weak FY26 Guidance, Expects Non-Atlas Headwinds
MongoDB's Solid Q4 Overshadowed By Weak FY26 Guidance, Expects Non-Atlas Headwinds
MDB stock falls despite upbeat Q4 results. Wedbush, RBC, Rosenblatt & Needham maintain Buy ratings but cut price targets due to weaker FY26 guidance.
CrowdStrike Q4 Earnings Preview: Analysts Expect Revenue Beat, Even Better Guidance
CrowdStrike Q4 Earnings Preview: Analysts Expect Revenue Beat, Even Better Guidance
CRWD stock rises ahead of fourth quarter results on March 4. Analyst predicts strong revenue and earnings, with focus on NNARR and operating income.
Snowflake Beats Q4 Estimates, Lifts Full-Year Outlook: Analysts See AI Boosting Growth
Snowflake Beats Q4 Estimates, Lifts Full-Year Outlook: Analysts See AI Boosting Growth
Shares of Snowflake Inc (NYSE: SNOW) climbed on Thursday after reporting upbeat Q4 results. JPMorgan has a price target of $210, Needham's is $215, and Rosenblatt's is $205.
Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'
Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'
Okta Inc's shares rose after reporting Q3 results, despite concerns about competition and product expansion. Analysts have mixed opinions on the stock.
Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance
Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance
Zscaler shares tanked despite upbeat Q1 results. The company raised its fiscal-year guidance and announced the departure of its CFO.
Snowflake Investors 'Further Confused' After Q2 Earnings: One Analyst Says They Know Why
Snowflake Investors 'Further Confused' After Q2 Earnings: One Analyst Says They Know Why
Shares of Snowflake Inc (NYSE: SNOW) tanked even after a beat-and-raise quarter. The guidance fell short of high expectations.
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