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 117 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 Ratings192 Last 5 YearsBuy Recommendations86.46% 166 Buy RatingsCompanies Covered30 Unique Companies Ratings Distribution192RatingsDistribution of strong buy, buy, hold, and sell ratings by Mike Cikos.RatingPercentageCount Strong Buy0.0%0 ratings Buy86.5%166 ratings Hold13.0%25 ratings Sell0.5%1 ratingsOut of 192 total stock ratings issued by Mike Cikos at Needham & Company LLC, the majority (86.5%) 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 & ROIDetailsMDBMongoDB7/10/2026Boost Price Target$362.87$430.00Buy$0.0000.00% ROICRWDCrowdStrike7/9/2026Lower Price Target$191.12$235.00Buy$0.0000.00% ROIPANWPalo Alto Networks7/7/2026Boost Price Target$357.53$425.00Buy$0.0000.00% ROIDTDynatrace6/25/2026Reiterated Rating$40.57Hold$0.0000.00% ROIDDOGDatadog6/25/2026Boost Price Target$222.65$260.00Buy$0.0000.00% ROIOKTAOkta6/24/2026Boost Price Target$118.16$140.00Buy$0.0000.00% ROIBLZEBackblaze6/24/2026Boost Price Target$11.66$14.00Buy$0.0000.00% ROIVRNSVaronis Systems6/23/2026Boost Price Target$32.71$40.00Buy$0.0000.00% ROIDDOGDatadog6/15/2026Initiated Coverage$232.76Buy$0.0000.00% ROINETCloudflare6/10/2026Boost Price Target$235.88$280.00Buy$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. ZSZscaler6/10/2026Reiterated Rating$125.84$180.00Buy$0.0000.00% ROICRWDCrowdStrike6/4/2026Boost Price Target$186.90$195.00Buy$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% ROIOKTAOkta5/29/2026Boost 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$97.86$118.75Buy$0.0000.00% ROIThe $15 Gold Fund That Pays Up to $1,152/Month (Ad)Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.Discover the gold income fund before the next payout dateMDBMongoDB3/3/2026Lower 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% ROICLBTCellebrite 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$129.14$143.75Buy$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$111.38$133.75Buy$0.0000.00% ROITrump's gold order: the announcement they won't put on the front page (Ad)On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.Request the free guide in 30 seconds and get positioned nowFROGJFrog9/10/2025Reiterated 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$105.65$118.75Buy$0.0000.00% ROINTNXNutanix8/28/2025Lower 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$00.0000.00% 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$122.19$132.50Buy$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% ROIALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.See the 5 stocks to avoidTENBTenable4/30/2025Lower 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% ROINABLN-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$97.54$105.00Buy$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 BrokerageUBS GroupCitigroupBarclaysMorgan StanleyRoyal Bank Of CanadaWells Fargo & CompanyJPMorgan Chase & Co.Jefferies Financial GroupThe Goldman Sachs GroupTD CowenTruist FinancialPiper SandlerDeutsche Bank AktiengesellschaftRaymond James FinancialStifel Nicolaus Unlock superior investment research and tools. 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