Mike Cikos

Needham analysts had meetings with the management teams of 12 companies to discuss their performance until the end of December, before companies entered the "quiet period." • Fortinet stock is trading at depressed levels. What’s next for FTNT stock? The Ratings Analyst Mike Cikos...

While SentinelOne Inc's (NYSE:S) fiscal third-quarter results reflect "solid execution" by the company, the fourth-quarter outlook is impacted by "large seasonality," deal timing, and an uncertain macro backdrop, according to Needham. The SentinelOne Analyst: Analyst Mike Cikos reiterated a Buy...

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday. Here are some key analyst takeaways: Cantor Fitzgerald analyst Thomas Blakey reaffirmed an Overweight rating; price target increased from $275 to $...

C3.ai Inc (NYSE:AI) shares rose in early trading on Thursday, after the company on Wednesday reported upbeat fiscal second-quarter results. • AI shares are advancing steadily. Watch the momentum here. Here are some key analyst takeaways: Wedbush analyst Dan Ives reaffirmed an Outperform...

Shares of Okta Inc (NASDAQ:OKTA) rose in early trading on Wednesday, after the company reported upbeat fiscal third-quarter results. Here are some key analyst takeaways: Scotiabank analyst Patrick Colville maintained a Sector Perform rating, while reducing the price target from $105 to $85....

MongoDB Inc (NASDAQ:MDB) shares climbed in early trading on Tuesday after the company reported upbeat fiscal third-quarter results. • MDB is approaching key resistance levels. Check the market position here. Here are some key analyst takeaways: Cantor Fitzgerald analyst Thomas Blakey...

Shares of Zscaler Inc (NASDAQ:ZS) tanked in early trading on Wednesday, even after the company reported upbeat fiscal first-quarter earnings. Here are some key analyst takeaways: Needham analyst Mike Cikos maintained a Buy rating, while reducing the price target from $350 to $310. RBC Capital...

Palo Alto Networks, Inc (NASDAQ:PANW) is tightening its grip on the artificial intelligence-era cybersecurity landscape as customers consolidate spending around its platform and the company pushes deeper into identity, observability and AI security. The company is charging into its next phase of...

At its annual New York conference on Wednesday, MongoDB Inc. (NASDAQ:MDB) laid out growth targets that suggest its core database business won't be the only engine powering results ahead. Management pointed to emerging technologies and customer shifts that could add momentum on top of its steady...

The artificial intelligence sector has been experiencing rapid growth and transformation, attracting significant investor interest in recent years. However, navigating the volatility and challenges faced by AI firms remains a crucial concern for stakeholders. Shares of C3.ai Inc (NYSE:AI) were down...

Zscaler Inc (NASDAQ:ZS) shares were down on Wednesday morning, even after the company reported upbeat fiscal fourth-quarter results. Track ZS stock action here. Here are some analyst takeaways. Scotiabank analyst Patrick Colville reaffirmed a Sector Outperform rating, while reducing the price...

Pure Storage Inc (NYSE:PSTG) shares rallied in early trading on Thursday, after the company reported upbeat fiscal second-quarter results. PSTG shares are testing new highs. Get the scoop here. Here are some analyst takeaways. JPMorgan analyst Samik Chatterjee reiterated an Overweight rating,...

As the tech sector navigates a landscape of economic uncertainty and rapid innovation, cybersecurity firms are increasingly in the spotlight for their critical role in safeguarding digital assets. Amid this broader industry trend, CrowdStrike Holdings Inc. (NASDAQ:CRWD) has captured investor...

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its...

Pure Storage Inc (NYSE:PSTG) hosted its annual Accelerate event in Las Vegas, where management announced the Enterprise Data Cloud and Pure Fusion with workload automation, according to Needham. The Pure Storage Grill Analyst: Analyst Mike Cikos reiterated a Buy rating and price target of $75. The...