The Latest Breaking News from Mike Cikos

Needham Just Upped Its Price Target on OKTA Stock. Here's Why.

Needham now sees upside in OKTA stock to $230. Here’s why analyst Mike Cikas is bullish on OKTA shares.

Barchart · Sep 21

Why Needham Just Raised Its Palo Alto Stock Price Target by More Than 20%

Needham raised its price target on cybersecurity giant Palo Alto Networks by over 20%. Here’s what’s driving the brokerage’s growing confidence.

Barchart · Jul 8

Why C3.ai Q2 Revenue Beat Impresses Analysts

C3.ai Inc (NYSE:AI) shares rose in early trading on Thursday, after the company on Wednesday reported upbeat fiscal second-quarter results.

Benzinga · Dec 4, 2025

MongoDB's Next Growth Driver Isn't What Most Investors Expect

At its annual New York conference on Wednesday, MongoDB Inc. (NASDAQ:MDB) laid out growth targets that suggest its core database business won't be the only engine powering results ahead. Management pointed to emerging technologies and customer shifts that could add momentum on top of its steady revenue outlook.

Benzinga · Sep 19, 2025

C3.ai Stock Falls As Analysts Flag Sharp Sales Decline And Wider Losses

The artificial intelligence sector has been experiencing rapid growth and transformation, attracting significant investor interest in recent years. However, navigating the volatility and challenges faced by AI firms remains a crucial concern for stakeholders.

Benzinga · Sep 4, 2025

Zscaler Beats Q4 Estimates, Analysts Mixed On Price Targets Despite Growth

Zscaler Inc (NASDAQ:ZS) shares were down on Wednesday morning, even after the company reported upbeat fiscal fourth-quarter results.

Benzinga · Sep 3, 2025

SentinelOne Sparks Takeover Speculation With Strong Outlook And AI Differentiation

SentinelOne Inc. (NYSE:S) posted second-quarter fiscal 2026 results that modestly outpaced expectations, prompting several Wall Street analysts to reiterate bullish views and lift price forecasts.

Benzinga · Aug 29, 2025

Nutanix Poised To Capture Market Share With Expanding Cloud Platform And VMware Disruption: Analyst

Nutanix (NASDAQ:NTNX) ended fiscal 2025 with a stronger-than-expected fourth quarter, posting double-digit revenue growth and signaling traction from large strategic deals and deepening industry partnerships. Yet, near-term contract timing issues clouded investor sentiment, sending shares lower.

Benzinga · Aug 28, 2025

Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts

Pure Storage Inc (NYSE:PSTG) shares rallied in early trading on Thursday, after the company reported upbeat fiscal second-quarter results.

Benzinga · Aug 28, 2025

CrowdStrike Analysts Emphasize Long-Term Strength Of Cybersecurity Platform

As the tech sector navigates a landscape of economic uncertainty and rapid innovation, cybersecurity firms are increasingly in the spotlight for their critical role in safeguarding digital assets. Amid this broader industry trend, CrowdStrike Holdings Inc. (NASDAQ:CRWD) has captured investor attention with its robust financial performance and strategic growth initiatives.

Benzinga · Aug 28, 2025