Mike Cikos Analyst PerformanceManaging Director, Equity Research at Needham & Company LLCMike Cikos is a stock analyst at Needham & Company LLC focused in the computer and technology sector, covering 30 publicly traded companies. Over the past year, Mike Cikos has issued 111 stock ratings, including buy, hold, and sell 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 Rankings, Coverage, and Performance StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings184 Last 4 YearsBuy Recommendations86.41% 159 Buy RatingsCompanies Covered30 Unique Companies Ratings Distribution184RatingsDistribution of strong buy, buy, hold, and sell ratings by Mike Cikos.RatingPercentageCount Strong Buy0.0%0 ratings Buy86.4%159 ratings Hold13.0%24 ratings Sell0.5%1 ratingsOut of 184 total stock ratings issued by Mike Cikos at Needham & Company LLC, the majority (86.4%) have been Buy recommendations, followed by 13.0% Hold and 0.5% Sell.Best & Worst CallsBest Call0000.0%CRWVApr 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%CGNTJul 2021Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNASDAQ66.7% of companies on NASDAQ20 companiesNYSE33.3% of companies on NYSE10 companiesMike Cikos, an analyst at Needham & Company LLC, currently covers 30 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.Coverage FocusSector IconSectorPercentageComputer and Technology27 companies90.0%Business Services2 companies6.7%Manufacturing1 company3.3%Mike Cikos of Needham & Company LLC specializes in stock coverage within the Computer and Technology sector, with additional focus on Business Services and Manufacturing companies.Coverage IndustriesIndustryPercentageINTERNET SOFTWARE16 companies53.3%SECURITY7 companies23.3%IT SERVICES4 companies13.3%TECHNOLOGY SERVICES2 companies6.7%Miscellaneous1 company3.3% About Mike CikosMike 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.Follow on LinkedIn Mike Cikos' Ratings History at Needham & Company LLC Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.Available with a MarketBeat All Access Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsDDOGDatadog6/15/2026Initiated Coverage$232.76Buy$0.0000.00% ROINETCloudflare6/10/2026Boost Price Target$235.88$280.00Buy$0.0000.00% ROIZSZscaler6/10/2026Reiterated Rating$125.84$180.00Buy$0.0000.00% ROICRWDCrowdStrike6/4/2026Boost Price Target$747.61$780.00Buy$0.0000.00% ROIAIC3.ai6/4/2026Reiterated Rating$10.71Hold$0.0000.00% ROIGTLBGitLab6/3/2026Boost Price Target$31.82$38.00Buy$0.0000.00% ROISNOWSnowflake6/3/2026Boost Price Target$261.29$330.00Buy$0.0000.00% ROIPANWPalo Alto Networks6/3/2026Boost Price Target$297.18$350.00Buy$0.0000.00% ROIMDBMongoDB5/29/2026Reiterated Rating$325.68Overweight$0.0000.00% ROIMDBMongoDB5/29/2026Boost Price Target$325.68$400.00Underperform$0.0000.00% ROI Get the Latest News and Ratings for Your StocksEnter your email address below to receive the latest headlines and analysts' recommendations for your stocks with our free daily email newsletter. OKTAOkta5/29/2026Boost Price Target$94.72$120.00Buy$0.0000.00% ROISSentinelOne5/29/2026Boost Price Target$17.14$20.00Buy$0.0000.00% ROIPEverpure5/28/2026Reiterated Rating$85.86$100.00Buy$0.0000.00% ROISNOWSnowflake5/28/2026Boost Price Target$174.60$300.00Buy$0.0000.00% ROINTNXNutanix5/28/2026Boost Price Target$46.57$60.00Buy$0.0000.00% ROIZSZscaler5/27/2026Reiterated Rating$184.60$180.00Buy$0.0000.00% ROITENBTenable5/22/2026Boost Price Target$25.17$30.00Buy$0.0000.00% ROICLBTCellebrite DI5/15/2026Lower Price Target$13.12$15.00Buy$0.0000.00% ROIFROGJFrog5/8/2026Boost Price Target$57.02$80.00Buy$0.0000.00% ROIDDOGDatadog5/8/2026Boost Price Target$188.73$225.00Buy$0.0000.00% ROINABLN-able5/8/2026Lower Price Target$5.15$6.50Buy$0.0000.00% ROINOWServiceNow5/5/2026Reiterated Rating$91.92$115.00Buy$0.0000.00% ROIBLZEBackblaze5/5/2026Boost Price Target$4.64$8.50Buy$0.0000.00% ROITENBTenable4/30/2026Lower Price Target$21.24$26.00Buy$0.0000.00% ROIVRNSVaronis Systems4/29/2026Boost Price Target$25.44$36.00Buy$0.0000.00% ROINOWServiceNow4/23/2026Lower Price Target$103.16$115.00Buy$0.0000.00% ROIGTLBGitLab4/13/2026Reiterated Rating$19.42$32.00Buy$0.0000.00% ROINABLN-able3/19/2026Reiterated Rating$5.02$8.00Buy$0.0000.00% ROISSentinelOne3/13/2026Lower Price Target$13.81$18.00Buy$0.0000.00% ROIOKTAOkta3/5/2026Lower Price Target$71.74$90.00Buy$0.0000.00% ROIGTLBGitLab3/4/2026Lower Price Target$26.70$32.00Buy$0.0000.00% ROICRWDCrowdStrike3/4/2026Lower Price Target$391.42$475.00Buy$0.0000.00% ROIMDBMongoDB3/3/2026Lower Price Target$325.01$300.00Buy$0.0000.00% ROIZSZscaler2/27/2026Lower Price Target$167.36$180.00Buy$0.0000.00% ROICRWVCoreWeave2/27/2026Reiterated Rating$97.63Hold$0.0000.00% ROISNOWSnowflake2/26/2026Lower Price Target$169.74$200.00Buy$0.0000.00% ROINTNXNutanix2/26/2026Lower Price Target$38.44$55.00Buy$0.0000.00% ROIBLZEBackblaze2/24/2026Lower Price Target$4.37$6.00Buy$0.0000.00% ROINABLN-able2/20/2026Lower Price Target$4.74$8.00Buy$0.0000.00% ROIPANWPalo Alto Networks2/18/2026Lower Price Target$163.50$200.00Buy$0.0000.00% ROIThere’s a new type of capitalism (Ad)The U.S. government has taken direct equity positions in at least 10 companies - Intel, U.S. Steel, Westinghouse, MP Materials, Lithium Americas, and others - plus roughly $2 billion in quantum computing investments. When these deals were announced, the stocks soared overnight. Porter Stansberry, founder of one of the world's largest financial research firms, says this shift away from free-market capitalism is the most consequential economic story in centuries - and almost no one is prepared for it. He's identified the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this new reality.See Porter Stansberry's full breakdown and investment recommendations nowCLBTCellebrite DI2/12/2026Lower Price Target$14.26$18.00Buy$0.0000.00% ROINETCloudflare2/11/2026Lower Price Target$180.44$250.00Buy$0.0000.00% ROIGTLBGitLab2/11/2026Reiterated Rating$31.55$50.00Buy$0.0000.00% ROIRPDRapid72/11/2026Reiterated Rating$10.39Hold$0.0000.00% ROIDDOGDatadog2/10/2026Lower Price Target$129.83$155.00Buy$0.0000.00% ROINOWServiceNow2/5/2026Reiterated Rating$110.91$155.00Buy$0.0000.00% ROITENBTenable2/5/2026Reiterated Rating$19.72$28.00Buy$0.0000.00% ROIVRNSVaronis Systems2/4/2026Lower Price Target$26.53$30.00Buy$0.0000.00% ROINOWServiceNow1/29/2026Reiterated Rating$129.68$155.00Buy$0.0000.00% ROIPANWPalo Alto Networks1/28/2026Reiterated Rating$183.50$230.00Buy$0.0000.00% ROICRWVCoreWeave1/26/2026Reiterated Rating$100.22Hold$0.0000.00% ROIMDBMongoDB1/20/2026Reiterated Rating$399.76$500.00Buy$0.0000.00% ROIMDBMongoDB1/12/2026Reiterated Rating$408.12$500.00Buy$0.0000.00% ROITENBTenable1/8/2026Lower Price Target$23.90$28.00Buy$0.0000.00% ROIMDBMongoDB1/6/2026Boost Price Target$420.82$500.00Buy$0.0000.00% ROISSentinelOne12/12/2025Reiterated Rating$15.01$21.00Buy$0.0000.00% ROIOKTAOkta12/12/2025Reiterated Rating$90.59$110.00Buy$0.0000.00% ROICFLTConfluent12/8/2025Downgrade$29.91Hold$0.0000.00% ROISSentinelOne12/5/2025Lower Price Target$16.95$21.00Buy$0.0000.00% ROIAIC3.ai12/4/2025Reiterated Rating$15.05Hold$0.0000.00% ROISNOWSnowflake12/4/2025Reiterated Rating$265.34$280.00Buy$0.0000.00% ROIOKTAOkta12/3/2025Lower Price Target$81.87$110.00Buy$0.0000.00% ROICRWDCrowdStrike12/3/2025Boost Price Target$516.55$575.00Buy$0.0000.00% ROIPEverpure12/3/2025Reiterated Rating$95.10$100.00Buy$0.0000.00% ROIGTLBGitLab12/3/2025Lower Price Target$43.37$50.00Buy$0.0000.00% ROIMDBMongoDB12/2/2025Boost Price Target$328.87$480.00Buy$0.0000.00% ROINTNXNutanix11/26/2025Lower Price Target$58.77$65.00Buy$0.0000.00% ROIZSZscaler11/26/2025Lower Price Target$289.73$310.00Buy$0.0000.00% ROIALLTAllot11/21/2025Reiterated Rating$8.67$12.50Buy$0.0000.00% ROIPANWPalo Alto Networks11/20/2025Reiterated Rating$199.90$230.00Buy$0.0000.00% ROICLBTCellebrite DI11/13/2025Boost Price Target$15.97$24.00Buy$0.0000.00% ROIFROGJFrog11/7/2025Boost Price Target$47.26$70.00Buy$0.0000.00% ROIDDOGDatadog11/6/2025Boost Price Target$189.70$220.00Buy$0.0000.00% ROIBLZEBackblaze11/6/2025Lower Price Target$6.44$8.00Buy$0.0000.00% ROINETCloudflare10/31/2025Boost Price Target$222.48$285.00Buy$0.0000.00% ROITENBTenable10/30/2025Lower Price Target$28.64$38.00Buy$0.0000.00% ROIVRNSVaronis Systems10/29/2025Lower Price Target$63.00$55.00Buy$0.0000.00% ROIALLTAllot10/23/2025Initiated Coverage$9.43$12.50Buy$0.0000.00% ROIESTCElastic10/10/2025Reiterated Rating$81.48Hold$0.0000.00% ROIPEverpure9/26/2025Boost Price Target$83.41$100.00Buy$0.0000.00% ROIMDBMongoDB9/19/2025Boost Price Target$316.30$365.00Buy$0.0000.00% ROICRWDCrowdStrike9/18/2025Boost Price Target$445.50$535.00Buy$0.0000.00% ROIFROGJFrog9/10/2025Reiterated Rating$49.95$55.00Buy$0.0000.00% ROIGTLBGitLab9/4/2025Reiterated Rating$46.91$55.00Buy$0.0000.00% ROIAIC3.ai9/4/2025Reiterated Rating$16.66Hold$0.0000.00% ROIPANWPalo Alto Networks9/3/2025Reiterated Rating$190.52$230.00Buy$0.0000.00% ROIZSZscaler9/3/2025Reiterated Rating$274.57$350.00Buy$0.0000.00% ROIVRNSVaronis Systems9/3/2025Reiterated Rating$56.84$70.00Buy$0.0000.00% ROISSentinelOne8/29/2025Boost Price Target$17.63$23.00Buy$0.0000.00% ROICRWDCrowdStrike8/28/2025Lower Price Target$422.61$475.00Buy$0.0000.00% ROIThis is the worst news for stocks in 50 years (Ad)Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst environment in 50 years - with portfolios potentially staying in the red for 10 years or longer. From rate spikes in 2022 to $12 trillion wiped out in 30 days during the Iran War, Wall Street suggests the volatility isn't slowing down. TradeSmith CEO Keith Kaplan is showing investors what steps to take now to prepare their wealth before this worsens.Click here to learn how to defend your portfolio before this hitsNTNXNutanix8/28/2025Lower Price Target$69.60$80.00Buy$0.0000.00% ROIPEverpure8/28/2025Boost Price Target$60.88$85.00Buy$0.0000.00% ROISNOWSnowflake8/28/2025Boost Price Target$200.27$280.00Buy$0.0000.00% ROIOKTAOkta8/27/2025Reiterated Rating$91.56$125.00Buy$0.0000.00% ROIMDBMongoDB8/27/2025Boost Price Target$214.34$325.00Buy$0.0000.00% ROIPANWPalo Alto Networks8/19/2025Reiterated Rating$176.17$230.00Buy$0.0000.00% ROIDDOGDatadog8/14/2025Reiterated Rating$128.71$175.00Buy$0.0000.00% ROICLBTCellebrite DI8/14/2025Lower Price Target$15.55$18.00Buy$0.0000.00% ROICRWVCoreWeave8/13/2025Reiterated Rating$148.75Hold$0.0000.00% ROIAIC3.ai8/11/2025Reiterated Rating$22.13Hold$0.0000.00% ROIFROGJFrog8/8/2025Reiterated Rating$38.79$55.00Buy$0.0000.00% ROIBLZEBackblaze8/7/2025Boost Price Target$6.40$8.50Buy$0.0000.00% ROINETCloudflare8/1/2025Boost Price Target$207.57$240.00Buy$0.0000.00% ROICFLTConfluent7/31/2025Lower Price Target$26.40$24.00Buy$0.0000.00% ROITENBTenable7/31/2025Boost Price Target$32.24$42.00Buy$0.0000.00% ROICYBRCyberArk Software7/30/2025Boost Price Target$435.19$551.00Buy$0.0000.00% ROIVRNSVaronis Systems7/30/2025Boost Price Target$54.23$70.00Buy$0.0000.00% ROICGNTCognyte Software7/28/2025Reiterated Rating$9.30Hold$0.0000.00% ROINOWServiceNow7/24/2025Boost Price Target$191.52$240.00Buy$0.0000.00% ROIPEverpure6/20/2025Reiterated Rating$52.82$75.00Buy$0.0000.00% ROIBASECouchbase6/20/2025Downgrade$24.49$22.00Hold$0.0000.00% ROIDDOGDatadog6/12/2025Set Price Target$118.63$140.00Buy$000.0000.00% ROIGTLBGitLab6/11/2025Lower Price Target$48.51$55.00Buy$00.0000.00% ROICGNTCognyte Software6/11/2025Reiterated Rating$9.51Hold$0.0000.00% ROICLBTCellebrite DI6/6/2025Reiterated Rating$16.84$24.00Buy$00.0000.00% ROISNOWSnowflake6/5/2025Reiterated Rating$209.44$230.00Buy$000.0000.00% ROIMDBMongoDB6/5/2025Reiterated Rating$199.73$270.00Buy$000.0000.00% ROICRWDCrowdStrike6/4/2025Boost Price Target$488.76$530.00Buy$000.0000.00% ROIBASECouchbase6/4/2025Reiterated Rating$18.56$22.00Buy$0.0000.00% ROIAIC3.ai5/29/2025Reiterated Rating$23.07Hold$00.0000.00% ROINTNXNutanix5/29/2025Reiterated Rating$78.87$92.00Buy$00.0000.00% ROIPEverpure5/29/2025Reiterated Rating$55.07$75.00Buy$00.0000.00% ROIOKTAOkta5/28/2025Boost Price Target$125.50$125.00Buy$00.0000.00% ROICGNTCognyte Software5/22/2025Reiterated Rating$10.70Hold$0.0000.00% ROISNOWSnowflake5/22/2025Boost Price Target$179.28$230.00Buy$000.0000.00% ROICLBTCellebrite DI5/14/2025Lower Price Target$17.69$24.00Buy$00.0000.00% ROINETCloudflare5/9/2025Boost Price Target$124.80$160.00Buy$000.0000.00% ROIDDOGDatadog5/7/2025Lower Price Target$106.06$130.00Buy$000.0000.00% ROINOWServiceNow5/6/2025Reiterated Rating$195.68$210.00Buy$00.0000.00% ROIDOCNDigitalOcean5/6/2025Reiterated Rating$28.03Hold$000.0000.00% ROINABLN-able5/5/2025Reiterated Rating$7.14$10.00Buy$0.0000.00% ROICFLTConfluent5/1/2025Lower Price Target$23.81$26.00Buy$0.0000.00% ROITENBTenable4/30/2025Lower Price Target$33.68$35.00Buy$00.0000.00% ROINOWServiceNow4/24/2025Lower Price Target$187.37$210.00Buy$00.0000.00% ROICRWVCoreWeave4/22/2025Initiated Coverage$35.42$55.00Buy$000.0000.00% ROICGNTCognyte Software4/8/2025Reiterated Rating$8.64Hold$0.0000.00% ROIDOCNDigitalOcean4/7/2025Reiterated Rating$28.64Hold$00.0000.00% ROICLBTCellebrite DI4/2/2025Reiterated Rating$19.25$28.00Buy$00.0000.00% ROICGNTCognyte Software4/2/2025Reiterated Rating$9.77Hold$0.0000.00% ROICLBTCellebrite DI3/27/2025Reiterated Rating$19.95$28.00Buy$00.0000.00% ROIYour book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. 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Free today.Download your copy now.NABLN-able3/14/2025Reiterated Rating$7.85$10.00Buy$0.0000.00% ROINETCloudflare3/13/2025Lower Price Target$119.18$145.00Buy$000.0000.00% ROICLBTCellebrite DI3/10/2025Reiterated Rating$17.57$28.00Buy$00.0000.00% ROICFLTConfluent3/7/2025Reiterated Rating$28.65$40.00Buy$00.0000.00% ROIMDBMongoDB3/6/2025Lower Price Target$264.13$270.00Buy$000.0000.00% ROICRWDCrowdStrike3/5/2025Reiterated Rating$390.16$420.00Buy$000.0000.00% ROIOKTAOkta3/4/2025Reiterated Rating$87.16$115.00Buy$00.0000.00% ROIDDOGDatadog3/4/2025Reiterated Rating$113.17$160.00Buy$000.0000.00% ROINABLN-able3/3/2025Lower Price Target$7.42$10.00Buy$0.0000.00% ROIAIC3.ai2/27/2025Reiterated Rating$26.43Hold$0.0000.00% ROISNOWSnowflake2/27/2025Boost Price Target$166.20$215.00Buy$000.0000.00% ROINTNXNutanix2/27/2025Boost Price Target$69.35$92.00Buy$00.0000.00% ROIPEverpure2/27/2025Reiterated Rating$62.49$75.00Buy$00.0000.00% ROIBASECouchbase2/26/2025Reiterated Rating$16.25$22.00Buy$0.0000.00% ROIDOCNDigitalOcean2/26/2025Reiterated Rating$40.66Hold$00.0000.00% ROINETCloudflare2/18/2025Reiterated Rating$170.98$185.00Buy$000.0000.00% ROIDTDynatrace2/18/2025Reiterated Rating$61.35Hold$00.0000.00% ROIFROGJFrog2/14/2025Boost Price Target$37.71$46.00Buy$00.0000.00% ROICLBTCellebrite DI2/14/2025Reiterated Rating$21.70$28.00Buy$00.0000.00% ROIDDOGDatadog2/14/2025Reiterated Rating$135.89$160.00Buy$000.0000.00% ROICFLTConfluent2/12/2025Boost Price Target$30.10$40.00Buy$00.0000.00% ROITENBTenable2/6/2025Reiterated Rating$43.21$50.00Buy$00.0000.00% ROIDTDynatrace2/6/2025Reiterated Rating$60.48Hold$00.0000.00% ROIOKTAOkta2/4/2025Reiterated Rating$93.18$115.00Buy$00.0000.00% ROINETCloudflare2/3/2025Boost Price Target$138.62$160.00Buy$000.0000.00% ROIDTDynatrace1/31/2025Reiterated Rating$57.77Hold$00.0000.00% ROINOWServiceNow1/30/2025Boost Price Target$228.97$240.00Buy$000.0000.00% ROIFROGJFrog1/22/2025Boost Price Target$33.92$39.00Buy$00.0000.00% ROICLBTCellebrite DI1/22/2025Boost Price Target$23.14$28.00Buy$00.0000.00% ROI Stock Forecasts and Research Tools Today's Analyst Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Top Stock Recommendations by BrokerageWall Street ZenCanadian Imperial Bank of CommerceCitigroupMorgan StanleyRoyal Bank Of CanadaThe Goldman Sachs GroupDeutsche Bank AktiengesellschaftBMO Capital MarketsCanaccord Genuity GroupBerenberg BankBNP Paribas ExaneShore Capital GroupATB Cormark Capital MarketsTDNordea Equity Research Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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