Mike Cikos
Stock Analyst at Needham
(5)
Main Sectors:
| Name | Action | PT | Current | % Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
FROG JFrog | Reiterates: Buy | 55 55 | 49.89 | 10.24% | 22 | Sep 10, 2025 | |
GTLB GitLab | Reiterates: Buy | 55 55 | 49.74 | 10.57% | 12 | Sep 4, 2025 | |
AI C3.ai | Reiterates: Hold | n/a | n/a | n/a | 11 | Sep 4, 2025 | |
PANW Palo Alto Networks | Reiterates: Buy | 230 230 | 198.28 | 16% | 2 | Sep 3, 2025 | |
ZS Zscaler | Reiterates: Buy | 350 350 | 286.53 | 22.15% | 6 | Sep 3, 2025 | |
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| Reiterates: Buy | 70 70 | 57.19 | 22.4% | 2 | Sep 3, 2025 | |
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| Maintains: Strong Buy | 22 23 | 18.46 | 24.59% | 1 | Aug 29, 2025 | |
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| Maintains: Buy | 530 475 | 433.38 | 9.6% | 4 | Aug 28, 2025 | |
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| Maintains: Strong Buy | 75 85 | 82.46 | 3.08% | 11 | Aug 28, 2025 | |
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| Maintains: Buy | 92 80 | 81.12 | -1.38% | 18 | Aug 28, 2025 | |
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| Maintains: Strong Buy | 230 280 | 224.63 | 24.65% | 23 | Aug 28, 2025 | |
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| Reiterates: Buy | 125 125 | 91.96 | 35.93% | 5 | Aug 27, 2025 | |
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| Maintains: Strong Buy | 270 325 | 332.1 | -2.14% | 23 | Aug 27, 2025 | |
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| Maintains: Buy | 24 18 | 17.18 | 4.77% | 23 | Aug 14, 2025 | |
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| Reiterates: Buy | 175 175 | 139.15 | 25.76% | 25 | Aug 14, 2025 | |
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| Reiterates: Hold | n/a | n/a | n/a | 6 | Aug 13, 2025 | |
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| Maintains: Strong Buy | 7 9 | 9.46 | -10.15% | 1 | Aug 7, 2025 | |
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| Maintains: Strong Buy | 200 240 | 224.64 | 6.84% | 6 | Aug 1, 2025 | |
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| Maintains: Buy | 26 24 | 19.45 | 23.39% | 22 | Jul 31, 2025 | |
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| Maintains: Strong Buy | 35 42 | 30.54 | 37.52% | 33 | Jul 31, 2025 | |
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| Maintains: Strong Buy | 460 551 | 471.19 | 16.94% | 1 | Jul 30, 2025 | |
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| Reiterates: Hold | n/a | n/a | n/a | 14 | Jul 28, 2025 | |
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| Maintains: Strong Buy | 1050 1200 | 938.41 | 27.88% | 17 | Jul 24, 2025 | |
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| Downgrades: Hold | 22 22 | 24.42 | -9.91% | 6 | Jun 20, 2025 | |
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| Reiterates: Hold | n/a | n/a | n/a | 10 | May 6, 2025 | |
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| Reiterates: Buy | 10 10 | 8.45 | 18.34% | 20 | May 5, 2025 | |
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| Reiterates: Hold | n/a | n/a | n/a | 27 | Feb 18, 2025 | |
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| Reiterates: Hold | n/a | n/a | n/a | 5 | Nov 22, 2024 | |
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| Reiterates: Hold | n/a | n/a | n/a | 3 | Oct 22, 2024 | |
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| Maintains: Buy | 18 16 | 17.18 | -6.87% | 1 | Jan 17, 2024 | |
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| Downgrades: Hold | n/a | n/a | n/a | 14 | Dec 18, 2023 | |
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| Downgrades: Hold | n/a | n/a | n/a | 10 | Sep 22, 2023 | |
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| Reiterates: Hold | n/a | n/a | n/a | 4 | May 26, 2023 | |
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| Downgrades: Hold | n/a | n/a | n/a | 4 | Apr 11, 2022 | |
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| Downgrades: Hold | n/a | n/a | n/a | 2 | Dec 16, 2021 | |
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| Maintains: Buy | 15 16 | 22.85 | -29.98% | 1 | Nov 18, 2021 | |
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| Initiates Coverage On: Hold | n/a | n/a | n/a | 2 | Aug 5, 2021 |