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The Latest Breaking News from Mike Cikos

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

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

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

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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

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

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

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

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MongoDB Scores Best Day Ever After Earnings Beat—Here's What Wall Street Thinks

MongoDB Inc. (NASDAQ:MDB) is enjoying its biggest one-day rally since going public in 2017.

Benzinga

CoreWeave's AI Demand Surges But Expansion Spending Cuts Into Profitability

CoreWeave (NASDAQ:CRWV) shares tumbled on Wednesday after the AI-focused cloud computing provider posted mixed second-quarter results, highlighting surging revenue and backlog alongside margin pressures from an aggressive expansion plan.

Benzinga

Datadog Faces Analyst Warning As OpenAI Spending Risks Threaten Future Growth

Wall Street analysts rerated Datadog (NASDAQ:DDOG) after the company reported its quarterly results on Thursday. The stock traded lower on Friday.

Benzinga

CoreWeave Grabs Core Scientific—Yet Rising Expenses Fuel Doubt

As the demand for high-performance computing and artificial intelligence continues to surge, the recent acquisition of Core Scientific Inc. (NASDAQ:CORZ) by CoreWeave Inc. (NASDAQ:CRWV) signals a significant shift in the tech landscape. This move not only expands CoreWeave’s capacity to meet growing market needs but also raises questions about the…

Benzinga

The Latest Analyst Ratings For Confluent

20 analysts have shared their evaluations of Confluent (NASDAQ:CFLT) during the recent three months, expressing a mix of bullish and bearish perspectives.

Benzinga

Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'

Okta Inc's shares rose after reporting Q3 results, despite concerns about competition and product expansion. Analysts have mixed opinions on the stock.

Benzinga

Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance

Zscaler shares tanked despite upbeat Q1 results. The company raised its fiscal-year guidance and announced the departure of its CFO.

Benzinga

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Benzinga

A Glimpse Into The Expert Outlook On ServiceNow Through 32 Analysts

In the latest quarter, 32 analysts provided ratings for ServiceNow (NYSE:NOW), showcasing a mix of bullish and bearish perspectives.

Benzinga

The Latest Analyst Ratings For Tenable Holdings

In the preceding three months, 9 analysts have released ratings for Tenable Holdings (NASDAQ:TENB), presenting a wide array of perspectives from bullish to bearish.

Benzinga

Nutanix Q1 Results Offset By Slowing Annual Recurring Revenue, Federal Vertical Weakness: Analysts

Nutanix Q1 Results Highlight Strong Customer Growth but Slowing ARR and Federal Vertical Weakness, Analysts Remain Cautious.

Benzinga

CrowdStrike Sees Strong Module Adoption, Valuation Concerns Persist: Analysts

CrowdStrike beats earnings and revenue estimates, reports growth in recurring revenue, and expects continued growth due to increased customer adoption of cybersecurity modules.

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Kiplinger

Stock Market Today: Nasdaq Slips as Magnificent 7 Stocks Drop

The Dow Jones Industrial Average, on the other hand, gained ground Friday as Salesforce bounced back.

Kiplinger

Snowflake Stock Drops After Earnings: What To Know

Snowflake stock is lower Thursday after the company missed on the bottom line in its Q1 and gave disappointing full-year guidance. Here's what you need to know.

Benzinga

Datadog Is A Top Observability Player Leveraging Its Scale, Analysts Hail Company After 5th Dash Conference

Datadog, Inc (NASDAQ: DDOG) held its 5th Dash Conference over two days in New York, unveiling over a dozen new products and features.

Benzinga

Analysts Cut Price Targets On Splunk After Q2 Performance, Lower ARR Outlook

Splunk Inc (NASDAQ: SPLK) clocked 32% revenue gro

Benzinga

Needham Sees Dynamics Favoring Datadog

Needham analyst Mike Cikos spoke to Datadog, Inc (NASDAQ: DDOG) to recap the ability to sustain growth in a challenging economy and a deeper dive into the consumption elements of Datadog's revenue model.

Benzinga

Here's Why Analysts Had Mixed Opinions On C3.ai Post Q4 Results

Analyst opinions remained mixed about C3.ai, Inc (NYSE:AI) following its dismal FY23 guidance despite a Q4 beat. Piper Sandler analyst Arvind Ramnani downgraded C3.ai from Overweight to Neutral and slashed the price target from $28 to $15. The re-rating reflected lackluster guidance triggered by enterprise spending softness, slower customer growth, and a dismal demand. Ramnani noted the…

Benzinga

Read How Analysts Reacted To MongoDB Post Q1 Earnings Beat

Analysts appreciated MongoDB, Inc's (NASDAQ:MDB) Q1 beat but cut the price target to reflect macro headwinds. Needham analyst Mike Cikos maintained MongoDB with a Buy rating and lowered the price target from $362 to $310. The price target change reflected the declines in the broader stock market. Cikos acknowledged MongoDB's strong 1QF23 feat outperforming guidance and expectations.…

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