Mike Cikos

Okta Inc (NASDAQ:OKTA) reported upbeat fourth-quarter earnings. Here are the key analyst insights: Stephens analyst Todd Weller maintained an Overweight rating, while reducing the price target from $120 to $95. KeyBanc Capital Markets analyst Eric Heath reiterated an Overweight rating, while...

Gitlab Inc (NASDAQ:GTLB) shares tanked in early trading on Wednesday, despite the company on Tuesday reporting upbeat fourth-quarter earnings. • GitLab shares are sliding. What’s behind GTLB decline? Here are the key analyst insights: Guggenheim Securities analyst Howard Ma maintained...

CrowdStrike Holdings Inc (NASDAQ:CRWD) reported upbeat fourth-quarter earnings on Tuesday. Here are the key analyst insights: Canaccord Genuity analyst Kingsley Crane reiterated a Hold rating, while cutting the price target form $515 to $400. Needham analyst Mike Cikos maintained a Buy rating,...

MongoDB, Inc. (NASDAQ:MDB) shares slid on Tuesday even after the company posted a strong quarter and topped Wall Street profit and revenue expectations. Investors appeared to focus on a softer near-term outlook, which overshadowed the upbeat results. • MongoDB stock is showing notable...

Shares of CoreWeave Inc (NASDAQ:CRWV) tanked in early trading on Friday, after the company reported mixed fourth-quarter results. Here are the key analyst insights: DA Davidson analyst Alexander Platt maintained a Buy rating, and raised the price target from $110 to $125. Cantor Fitzgerald analyst...

Shares of Snowflake Inc (NYSE:SNOW) rose in early trading on Thursday,after the company reported upbeat fourth-quarter results. Here are the key analyst insights: Goldman Sachs analyst Gabriela Borges reiterated a Buy rating, while slashing the price target from $246 to $216. Needham analyst Mike...

Shares of Palo Alto Networks Inc (NASDAQ:PANW) nosedived in early trading on Wednesday, after the company reported its fiscal second-quarter results. Here are the key analyst insights: Needham analyst Mike Cikos maintained a Buy rating, while reducing the price target from $230 to $200. Goldman...

Shares of Cloudflare Inc (NYSE:NET) rallied in early trading on Wednesday, after the company reported better-than-expected fourth-quarter results. Here are the key analyst insights: Scotiabank analyst Patrick Colville maintained a Sector Perform rating, while reducing the price target from $255 to...

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in early trading on Wednesday, even after the company Tuesday reported record fourth-quarter revenues. Here are the key analyst insights: Scotiabank analyst Patrick Colville maintained a Sector Outperform rating, while reducing the price...

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...