Ratings by Needham (Mike Cikos)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/14/2026 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2026 | CoreWeave | CRWV | Maintain | Hold (Hold) |
|
Details | ||
| 8/11/2026 | N-Able Inc. | NABL | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2026 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2026 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2026 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2026 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2026 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2026 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2026 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | MongoDB | MDB | Maintain | Underperform (N/A) |
|
Details | ||
| 5/28/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2026 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2026 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2026 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | N-Able Inc. | NABL | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2026 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Nutanix | NTNX | Maintain | Buy (Buy) |
|
Details | ||
| 3/5/2026 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | CoreWeave | CRWV | Maintain | Hold (Hold) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2026 | N-Able Inc. | NABL | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2026 | JFrog | FROG | Maintain | Buy (Buy) |
|
Details | ||
| 1/8/2026 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2025 | Okta, Inc | OKTA | Maintain | Buy (Buy) |
|
Details | ||
| 12/8/2025 | Confluent Inc | CFLT | Downgrade | Hold (Buy) |
23.14 (30.99) |
33.92% | Details | |
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2025 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2025 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Buy (Buy) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Hold (Hold) |
|
Details | ||
| 8/28/2025 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | c3.ai | AI | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2025 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2025 | CoreWeave | CRWV | Downgrade | Hold (Buy) |
153.05 (90.69) |
-40.74% | Details | |
| 6/20/2025 | Couchbase Inc | BASE | Downgrade | Hold (Buy) |
18.93 (24.51) |
29.48% | Details | |
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Hold (Hold) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2025 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2025 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Buy (N/A) |
35.42 (90.69) |
156.04% | Details | |
| 4/7/2025 | DigitalOcean | DOCN | Maintain | Hold (Hold) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2025 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2025 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | Dynatrace Inc. | DT | Maintain | Hold (Hold) |
|
Details | ||
| 1/30/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | c3.ai | AI | Maintain | Hold (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Couchbase Inc | BASE | Maintain | Buy (Buy) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2024 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2024 | GitLab Inc | GTLB | Upgrade | Buy (Hold) |
55.34 (42.43) |
-23.33% | Details | |
| 10/17/2024 | Okta, Inc | OKTA | New Coverage | Buy (N/A) |
75.72 (142.08) |
87.64% | Details | |
| 10/8/2024 | Elastic NV. | ESTC | Maintain | Hold (Hold) |
|
Details | ||
| 9/23/2024 | CrowdStrike Holdings | CRWD | New Coverage | Buy (N/A) |
299.85 (200.97) |
-32.98% | Details | |
| 9/16/2024 | JFrog | FROG | Maintain | Buy (Buy) |
|
Details | ||
| 9/16/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | Tenable | TENB | Maintain | Buy (Buy) |
|
Details | ||
| 9/5/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Hold (N/A) |
|
Details | ||
| 8/30/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2024 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2024 | Dynatrace Inc. | DT | Downgrade | Hold (Buy) |
46.44 (49.85) |
7.34% | Details | |
| 3/28/2024 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2024 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | Pure Storage | PSTG | New Coverage | Buy (N/A) |
54.92 (67.80) |
23.45% | Details | |
| 2/29/2024 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2024 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2024 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2024 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | Alteryx | AYX | Downgrade | Hold (Buy) |
48.04 (48.26) |
0.46% | Details | |
| 12/18/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2023 | Alteryx | AYX | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Elastic NV. | ESTC | New Coverage | Hold (N/A) |
82.00 (86.66) |
5.68% | Details | |
| 9/21/2023 | Splunk | SPLK | Downgrade | Hold (Buy) |
119.59 (156.90) |
31.2% | Details | |
| 8/24/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2023 | ServiceNow | NOW | New Coverage | Buy (N/A) |
554.72 (128.43) |
-76.85% | Details | |
| 6/12/2023 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2023 | Confluent Inc | CFLT | New Coverage | Buy (N/A) |
28.71 (23.14) |
-19.4% | Details | |
| 5/25/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2023 | DigitalOcean | DOCN | Downgrade | Hold (Buy) |
32.87 (115.35) |
250.93% | Details | |
| 3/22/2023 | DigitalOcean | DOCN | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2023 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | N-Able Inc. | NABL | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | DigitalOcean | DOCN | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | GitLab Inc | GTLB | Downgrade | Hold (Buy) |
42.31 (55.34) |
30.8% | Details | |
| 2/8/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2022 | DigitalOcean | DOCN | New Coverage | Buy (N/A) |
27.79 (115.35) |
315.08% | Details | |
| 12/7/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2022 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2022 | Snowflake Inc. | SNOW | New Coverage | Buy (N/A) |
196.49 (320.57) |
63.15% | Details | |
| 9/2/2022 | c3.ai | AI | Downgrade | Hold (Buy) |
14.52 (10.19) |
-29.82% | Details | |
| 7/7/2022 | GitLab Inc | GTLB | New Coverage | Buy (N/A) |
56.01 (42.31) |
-24.46% | Details | |
| 6/10/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | Datto Holding Corp. | MSP | Downgrade | Hold (Buy) |
28.72 (35.18) |
22.49% | Details | |
| 4/5/2022 | Cognyte Software Ltd. | CGNT | Downgrade | Hold (Buy) |
11.66 (8.89) |
-23.76% | Details | |
| 3/9/2022 | MongoDB | MDB | New Coverage | Buy (N/A) |
281.74 (434.92) |
54.37% | Details | |
| 2/3/2022 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2022 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 12/29/2021 | Datto Holding Corp. | MSP | Maintain | Buy (N/A) |
|
Details | ||
| 12/29/2021 | N-Able Inc. | NABL | Maintain | Buy (N/A) |
|
Details | ||
| 12/29/2021 | Cellebrite | CLBT | Maintain | Buy (N/A) |
|
Details | ||
| 12/29/2021 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2021 | IronNet Inc. | IRNT | Downgrade | Hold (Buy) |
6.80 (0.00) |
-100% | Details | |
| 9/29/2021 | Cellebrite | CLBT | New Coverage | Buy (N/A) |
9.45 (11.18) |
18.31% | Details | |
| 9/27/2021 | IronNet Inc. | IRNT | New Coverage | Buy (N/A) |
25.76 (0.00) |
-100% | Details | |
| 7/30/2021 | N-Able Inc. | NABL | New Coverage | Buy (N/A) |
13.47 (3.44) |
-74.46% | Details | |
| 7/28/2021 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2021 | Tenable | TENB | New Coverage | Buy (N/A) |
42.99 (35.22) |
-18.07% | Details | |
| 6/11/2021 | Ping Identity Holding Corp. | PING | New Coverage | Hold (N/A) |
24.94 (28.50) |
14.27% | Details | |
| 2/3/2021 | Cogentix Medical | CGNT | New Coverage | Buy (N/A) |
28.01 (11.66) |
-58.37% | Details |
