Ratings by Needham (Mike Cikos)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/1/2024 | Dynatrace Inc. | DT | Downgrade | Hold (Buy) |
46.44 (45.54) |
-1.94% | 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 (50.51) |
-8.03% | 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 (98.36) |
19.95% | 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 (721.95) |
30.15% | 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 (27.35) |
-4.74% | 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 (32.45) |
-1.28% | 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 (52.52) |
24.13% | 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 (32.45) |
16.77% | 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 (147.21) |
-25.08% | Details | |
| 9/2/2022 | c3.ai | AI | Downgrade | Hold (Buy) |
14.52 (21.57) |
48.55% | 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 (6.64) |
-43.05% | Details | |
| 3/9/2022 | MongoDB | MDB | New Coverage | Buy (N/A) |
281.74 (340.16) |
20.74% | 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 (10.47) |
10.79% | 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 (12.16) |
-9.73% | Details | |
| 7/28/2021 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2021 | Tenable | TENB | New Coverage | Buy (N/A) |
42.99 (45.03) |
4.75% | 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 |
