Mike Cikos Analyst Performance

Managing Director, Equity Research at Needham & Company LLC

Mike Cikos is a stock analyst at Needham & Company LLC focused in the computer and technology sector, covering 28 publicly traded companies. Over the past year, Mike Cikos has issued 89 stock ratings, including buy and hold recommendations. While full access to Mike Cikos' proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Mike Cikos' coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ranking: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 105 Last 4 Years
Buy Recommendations: 82.86% 87 Buy Ratings
Companies Covered: 28 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	82.9%	87 ratings
Hold	17.1%	18 ratings
Sell	0.0%	0 ratings

Out of 105 total stock ratings issued by Mike Cikos at Needham & Company LLC, the majority (82.9%) have been Buy recommendations, followed by 17.1% Hold.

Best & Worst Calls

Best Call
000.0%
TENB
Jul 2021
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Worst Call
000.0%
CGNT
Jul 2021
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Exchange Coverage

Exchange	Percentage	Count
NASDAQ	64.3% of companies on NASDAQ	18 companies
NYSE	35.7% of companies on NYSE	10 companies

Mike Cikos, an analyst at Needham & Company LLC, currently covers 28 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector Icon	Sector	Percentage
	Computer and Technology 27 companies	96.4%
	Business Services 1 company	3.6%

Mike Cikos of Needham & Company LLC specializes in stock coverage within the Computer and Technology sector, with additional focus on Business Services companies.

Coverage Industries

Industry	Percentage
INTERNET SOFTWARE 14 companies	50.0%
SECURITY 7 companies	25.0%
IT SERVICES 4 companies	14.3%
COMP - STORAGE DE 1 company	3.6%
TECHNOLOGY SERVICES 1 company	3.6%
PREPACKAGED SOFTWARE 1 company	3.6%

About Mike Cikos

Mike Cikos joined Needham & Company in 2019 and covers the Infrastructure & Analytics and Security Technology sectors. Prior to joining Needham, he served on the investment teams for buy-side organizations Systematic Financial Management and RS Investments, covering software. His previous sell-side experience includes roles as senior equity analyst at Macquarie and equity research analyst at Sidoti. Mike is a CFA charterholder, and holds a B.B.A. in Finance from the University of Notre Dame.

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Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
MDB MongoDB	9/19/2025	Boost Price Target	$316.30	$365.00	Buy
CRWD CrowdStrike	9/18/2025	Boost Price Target	$445.50	$535.00	Buy
FROG JFrog	9/10/2025	Reiterated Rating	$49.95	$55.00	Buy
AI C3.ai	9/4/2025	Reiterated Rating	$16.66		Hold
GTLB GitLab	9/4/2025	Reiterated Rating	$46.91	$55.00	Buy
PANW Palo Alto Networks	9/3/2025	Reiterated Rating	$190.52	$230.00	Buy
ZS Zscaler	9/3/2025	Reiterated Rating	$274.57	$350.00	Buy
VRNS Varonis Systems	9/3/2025	Reiterated Rating	$56.84	$70.00	Buy
S SentinelOne	8/29/2025	Boost Price Target	$17.63	$23.00	Buy
PSTG Pure Storage	8/28/2025	Boost Price Target	$60.88	$85.00	Buy
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SNOW Snowflake	8/28/2025	Boost Price Target	$200.27	$280.00	Buy
CRWD CrowdStrike	8/28/2025	Lower Price Target	$422.61	$475.00	Buy
NTNX Nutanix	8/28/2025	Lower Price Target	$69.60	$80.00	Buy
OKTA Okta	8/27/2025	Reiterated Rating	$91.56	$125.00	Buy
MDB MongoDB	8/27/2025	Boost Price Target	$214.34	$325.00	Buy
PANW Palo Alto Networks	8/19/2025	Reiterated Rating	$176.17	$230.00	Buy
DDOG Datadog	8/14/2025	Reiterated Rating	$128.71	$175.00	Buy
CLBT Cellebrite DI	8/14/2025	Lower Price Target	$15.55	$18.00	Buy
CRWV CoreWeave	8/13/2025	Reiterated Rating	$148.75		Hold
AI C3.ai	8/11/2025	Reiterated Rating	$22.13		Hold
FROG JFrog	8/8/2025	Reiterated Rating	$38.79	$55.00	Buy
BLZE Backblaze	8/7/2025	Boost Price Target	$6.40	$8.50	Buy
NET Cloudflare	8/1/2025	Boost Price Target	$207.57	$240.00	Buy
CFLT Confluent	7/31/2025	Lower Price Target	$26.40	$24.00	Buy
TENB Tenable	7/31/2025	Boost Price Target	$32.24	$42.00	Buy
CYBR CyberArk Software	7/30/2025	Boost Price Target	$435.19	$551.00	Buy
VRNS Varonis Systems	7/30/2025	Boost Price Target	$54.23	$70.00	Buy
CGNT Cognyte Software	7/28/2025	Reiterated Rating	$9.30		Hold
NOW ServiceNow	7/24/2025	Boost Price Target	$957.61	$1,200.00	Buy
PSTG Pure Storage	6/20/2025	Reiterated Rating	$52.82	$75.00	Buy
BASE Couchbase	6/20/2025	Downgrade	$24.49	$22.00	Hold
DDOG Datadog	6/12/2025	Set Price Target	$118.63	$140.00	Buy
GTLB GitLab	6/11/2025	Lower Price Target	$48.51	$55.00	Buy
CGNT Cognyte Software	6/11/2025	Reiterated Rating	$9.51		Hold
CLBT Cellebrite DI	6/6/2025	Reiterated Rating	$16.84	$24.00	Buy
SNOW Snowflake	6/5/2025	Reiterated Rating	$209.44	$230.00	Buy
MDB MongoDB	6/5/2025	Reiterated Rating	$199.73	$270.00	Buy
BASE Couchbase	6/4/2025	Reiterated Rating	$18.56	$22.00	Buy
CRWD CrowdStrike	6/4/2025	Boost Price Target	$488.76	$530.00	Buy
AI C3.ai	5/29/2025	Reiterated Rating	$23.07		Hold

NTNX Nutanix	5/29/2025	Reiterated Rating	$78.87	$92.00	Buy
PSTG Pure Storage	5/29/2025	Reiterated Rating	$55.07	$75.00	Buy
OKTA Okta	5/28/2025	Boost Price Target	$125.50	$125.00	Buy
SNOW Snowflake	5/22/2025	Boost Price Target	$179.28	$230.00	Buy
CGNT Cognyte Software	5/22/2025	Reiterated Rating	$10.70		Hold
CLBT Cellebrite DI	5/14/2025	Lower Price Target	$17.69	$24.00	Buy
NET Cloudflare	5/9/2025	Boost Price Target	$124.80	$160.00	Buy
DDOG Datadog	5/7/2025	Lower Price Target	$106.06	$130.00	Buy
NOW ServiceNow	5/6/2025	Reiterated Rating	$978.40	$1,050.00	Buy
DOCN DigitalOcean	5/6/2025	Reiterated Rating	$28.03		Hold
NABL N-able	5/5/2025	Reiterated Rating	$7.14	$10.00	Buy
CFLT Confluent	5/1/2025	Lower Price Target	$23.81	$26.00	Buy
TENB Tenable	4/30/2025	Lower Price Target	$33.68	$35.00	Buy
NOW ServiceNow	4/24/2025	Lower Price Target	$936.84	$1,050.00	Buy
CRWV CoreWeave	4/22/2025	Initiated Coverage	$35.42	$55.00	Buy
CGNT Cognyte Software	4/8/2025	Reiterated Rating	$8.64		Hold
DOCN DigitalOcean	4/7/2025	Reiterated Rating	$28.64		Hold
CLBT Cellebrite DI	4/2/2025	Reiterated Rating	$19.25	$28.00	Buy
CGNT Cognyte Software	4/2/2025	Reiterated Rating	$9.77		Hold
CLBT Cellebrite DI	3/27/2025	Reiterated Rating	$19.95	$28.00	Buy
NABL N-able	3/14/2025	Reiterated Rating	$7.85	$10.00	Buy
NET Cloudflare	3/13/2025	Lower Price Target	$119.18	$145.00	Buy
CLBT Cellebrite DI	3/10/2025	Reiterated Rating	$17.57	$28.00	Buy
CFLT Confluent	3/7/2025	Reiterated Rating	$28.65	$40.00	Buy
MDB MongoDB	3/6/2025	Lower Price Target	$264.13	$270.00	Buy
CRWD CrowdStrike	3/5/2025	Reiterated Rating	$390.16	$420.00	Buy
OKTA Okta	3/4/2025	Reiterated Rating	$87.16	$115.00	Buy
DDOG Datadog	3/4/2025	Reiterated Rating	$113.17	$160.00	Buy
NABL N-able	3/3/2025	Lower Price Target	$7.42	$10.00	Buy
AI C3.ai	2/27/2025	Reiterated Rating	$26.43		Hold
SNOW Snowflake	2/27/2025	Boost Price Target	$166.20	$215.00	Buy
NTNX Nutanix	2/27/2025	Boost Price Target	$69.35	$92.00	Buy
PSTG Pure Storage	2/27/2025	Reiterated Rating	$62.49	$75.00	Buy
BASE Couchbase	2/26/2025	Reiterated Rating	$16.25	$22.00	Buy
DOCN DigitalOcean	2/26/2025	Reiterated Rating	$40.66		Hold
NET Cloudflare	2/18/2025	Reiterated Rating	$170.98	$185.00	Buy
DT Dynatrace	2/18/2025	Reiterated Rating	$61.35		Hold
FROG JFrog	2/14/2025	Boost Price Target	$37.71	$46.00	Buy
CLBT Cellebrite DI	2/14/2025	Reiterated Rating	$21.70	$28.00	Buy
DDOG Datadog	2/14/2025	Reiterated Rating	$135.89	$160.00	Buy
CFLT Confluent	2/12/2025	Boost Price Target	$30.10	$40.00	Buy
DT Dynatrace	2/6/2025	Reiterated Rating	$60.48		Hold
TENB Tenable	2/6/2025	Reiterated Rating	$43.21	$50.00	Buy
OKTA Okta	2/4/2025	Reiterated Rating	$93.18	$115.00	Buy
NET Cloudflare	2/3/2025	Boost Price Target	$138.62	$160.00	Buy
DT Dynatrace	1/31/2025	Reiterated Rating	$57.77		Hold
NOW ServiceNow	1/30/2025	Boost Price Target	$1,144.86	$1,200.00	Buy
FROG JFrog	1/22/2025	Boost Price Target	$33.92	$39.00	Buy
CLBT Cellebrite DI	1/22/2025	Boost Price Target	$23.14	$28.00	Buy

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