Mike Cikos
Stock Analyst at Needham
(4.22)
# 400
Out of 5,072 analysts
367
Total ratings
56.15%
Success rate
12.09%
Average return
Main Sectors:
Stocks Rated by Mike Cikos
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ZS Zscaler | Maintains: Buy | $350 → $310 | $289.73 | +7.00% | 7 | Nov 26, 2025 | |
| ALLT Allot | Reiterates: Buy | $13 | $9.65 | +29.53% | 2 | Nov 21, 2025 | |
| PANW Palo Alto Networks | Reiterates: Buy | $230 | $186.27 | +23.48% | 3 | Nov 20, 2025 | |
| CLBT Cellebrite DI | Maintains: Buy | $22 → $24 | $16.80 | +42.86% | 24 | Nov 13, 2025 | |
| FROG JFrog | Maintains: Buy | $55 → $70 | $62.75 | +11.55% | 23 | Nov 7, 2025 | |
| BLZE Backblaze | Maintains: Buy | $12 → $8 | $4.60 | +73.91% | 2 | Nov 6, 2025 | |
| DDOG Datadog | Maintains: Buy | $175 → $220 | $158.99 | +38.37% | 26 | Nov 6, 2025 | |
| NET Cloudflare | Maintains: Buy | $240 → $285 | $197.49 | +44.31% | 7 | Oct 31, 2025 | |
| TENB Tenable Holdings | Maintains: Buy | $42 → $38 | $26.53 | +43.23% | 34 | Oct 30, 2025 | |
| VRNS Varonis Systems | Maintains: Buy | $70 → $55 | $32.47 | +69.39% | 3 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Hold | n/a | $69.53 | - | 6 | Oct 10, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $85 → $100 | $83.15 | +20.26% | 12 | Sep 26, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $325 → $365 | $331.75 | +10.02% | 24 | Sep 19, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $475 → $535 | $512.34 | +4.42% | 5 | Sep 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Buy | $55 | $41.24 | +33.37% | 12 | Sep 4, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Hold | n/a | $14.18 | - | 11 | Sep 4, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $22 → $23 | $16.23 | +41.71% | 1 | Aug 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $92 → $80 | $58.77 | +36.12% | 18 | Aug 28, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $230 → $280 | $250.32 | +11.86% | 23 | Aug 28, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Buy | $125 | $81.16 | +54.02% | 5 | Aug 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Hold | n/a | $71.29 | - | 6 | Aug 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $26 → $24 | $21.83 | +9.94% | 22 | Jul 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $460 → $551 | $447.45 | +23.14% | 1 | Jul 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Hold | n/a | $8.26 | - | 14 | Jul 28, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $1,050 → $1,200 | $825.31 | +45.40% | 17 | Jul 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Hold | n/a | $44.90 | - | 10 | May 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Buy | $10 | $7.35 | +36.05% | 20 | May 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Hold | n/a | $44.61 | - | 27 | Feb 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $18 → $16 | $23.74 | -32.60% | 1 | Jan 17, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $15 → $16 | $17.47 | -8.41% | 1 | Nov 18, 2021 |
Zscaler
Nov 26, 2025
Maintains: Buy
Price Target: $350 → $310
Current: $289.73
Upside: +7.00%
Allot
Nov 21, 2025
Reiterates: Buy
Price Target: $13
Current: $9.65
Upside: +29.53%
Palo Alto Networks
Nov 20, 2025
Reiterates: Buy
Price Target: $230
Current: $186.27
Upside: +23.48%
Cellebrite DI
Nov 13, 2025
Maintains: Buy
Price Target: $22 → $24
Current: $16.80
Upside: +42.86%
JFrog
Nov 7, 2025
Maintains: Buy
Price Target: $55 → $70
Current: $62.75
Upside: +11.55%
Backblaze
Nov 6, 2025
Maintains: Buy
Price Target: $12 → $8
Current: $4.60
Upside: +73.91%
Datadog
Nov 6, 2025
Maintains: Buy
Price Target: $175 → $220
Current: $158.99
Upside: +38.37%
Cloudflare
Oct 31, 2025
Maintains: Buy
Price Target: $240 → $285
Current: $197.49
Upside: +44.31%
Tenable Holdings
Oct 30, 2025
Maintains: Buy
Price Target: $42 → $38
Current: $26.53
Upside: +43.23%
Varonis Systems
Oct 29, 2025
Maintains: Buy
Price Target: $70 → $55
Current: $32.47
Upside: +69.39%
Oct 10, 2025
Reiterates: Hold
Price Target: n/a
Current: $69.53
Upside: -
Sep 26, 2025
Maintains: Buy
Price Target: $85 → $100
Current: $83.15
Upside: +20.26%
Sep 19, 2025
Maintains: Buy
Price Target: $325 → $365
Current: $331.75
Upside: +10.02%
Sep 18, 2025
Maintains: Buy
Price Target: $475 → $535
Current: $512.34
Upside: +4.42%
Sep 4, 2025
Reiterates: Buy
Price Target: $55
Current: $41.24
Upside: +33.37%
Sep 4, 2025
Reiterates: Hold
Price Target: n/a
Current: $14.18
Upside: -
Aug 29, 2025
Maintains: Buy
Price Target: $22 → $23
Current: $16.23
Upside: +41.71%
Aug 28, 2025
Maintains: Buy
Price Target: $92 → $80
Current: $58.77
Upside: +36.12%
Aug 28, 2025
Maintains: Buy
Price Target: $230 → $280
Current: $250.32
Upside: +11.86%
Aug 27, 2025
Reiterates: Buy
Price Target: $125
Current: $81.16
Upside: +54.02%
Aug 13, 2025
Reiterates: Hold
Price Target: n/a
Current: $71.29
Upside: -
Jul 31, 2025
Maintains: Buy
Price Target: $26 → $24
Current: $21.83
Upside: +9.94%
Jul 30, 2025
Maintains: Buy
Price Target: $460 → $551
Current: $447.45
Upside: +23.14%
Jul 28, 2025
Reiterates: Hold
Price Target: n/a
Current: $8.26
Upside: -
Jul 24, 2025
Maintains: Buy
Price Target: $1,050 → $1,200
Current: $825.31
Upside: +45.40%
May 6, 2025
Reiterates: Hold
Price Target: n/a
Current: $44.90
Upside: -
May 5, 2025
Reiterates: Buy
Price Target: $10
Current: $7.35
Upside: +36.05%
Feb 18, 2025
Reiterates: Hold
Price Target: n/a
Current: $44.61
Upside: -
Jan 17, 2024
Maintains: Buy
Price Target: $18 → $16
Current: $23.74
Upside: -32.60%
Nov 18, 2021
Maintains: Buy
Price Target: $15 → $16
Current: $17.47
Upside: -8.41%