Top analysts on stock perps · Analyst
Mike Cikos (Needham): analyst track record on stock perps
Mike Cikos of Needham on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.9★
Success61%
Excess return+20.1%
rank#204
Ratings439
ratings on stock perps239
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 188 | 437 |
| Stock | 43 | 44 |
| Buy / hold / sell | 135 / 53 / 0 | 318 / 119 / 0 |
| Upgrades / downgrades / initiations | 1 / 2 / 0 | 2 / 4 / 6 |
| Price targets hit / missed | 85 / 50 (63%) | 178 / 140 (56%) |
| Avg. return after a rating (TipRanks) | +18.1% | +18.2% |
| Best / worst call | +146.5% / -62.5% | +234.0% / -86.4% |
After buy calls: median 21-day move +1.2% · vs S&P 500 +0.8% (n = 176) · targets hit within a year 63% (n = 105)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $S SentinelOne, Inc. | Buy · Maintained | $31.00 | +22.7% | Oct 13, 2026 |
| $SNOW Snowflake Inc. | Buy · Maintained | $450 | +38.3% | Oct 12, 2026 |
| $CRWD CrowdStrike Holdings, Inc. | Buy · Reiterated | $310 | +20.4% | Oct 9, 2026 |
| $ESTC Elastic N.V. | Hold · Maintained | – | – | Oct 9, 2026 |
| $ZS Zscaler, Inc. | Buy · Maintained | $255 | -0.1% | Oct 7, 2026 |
| $MDB MongoDB, Inc. | Buy · Reiterated | $430 | +15.9% | Sep 30, 2026 |
| $OKTA Okta, Inc. | Buy · Maintained | $230 | +8.0% | Sep 24, 2026 |
| $NOW ServiceNow, Inc. | Buy · Maintained | $155 | -2.5% | Sep 11, 2026 |
| $AI C3.ai, Inc. | Hold · Maintained | – | – | Sep 3, 2026 |
| $GTLB GitLab Inc. | Buy · Reiterated | $65.00 | +15.5% | Sep 2, 2026 |
| $PANW Palo Alto Networks, Inc. | Buy · Maintained | $425 | +11.7% | Sep 2, 2026 |
| $P Everpure, Inc. | Buy · Maintained | $140 | +13.5% | Aug 27, 2026 |
| $AKAM Akamai Technologies, Inc. | Hold · Maintained | – | – | Aug 7, 2026 |
| $DDOG Datadog | Buy · Maintained | $300 | +11.3% | Aug 7, 2026 |
| $NET Cloudflare, Inc. | Buy · Maintained | $380 | +16.7% | Aug 7, 2026 |
| $FTNT Fortinet | Hold · Maintained | – | – | Jul 30, 2026 |
| $CRWV CoreWeave, Inc. | Hold · Maintained | – | – | May 8, 2026 |
Recent ratings
- Oct 13, 2026 $S: Maintained · Buy · $31.00 · article
- Oct 12, 2026 $SNOW: Maintained · Buy · $450 · article
- Oct 12, 2026 $SNOW: Maintained · Buy · $450
- Oct 9, 2026 $CRWD: Reiterated · Buy · $310 · article
- Oct 9, 2026 $CRWD: Reiterated · Buy · $310 · article
- Oct 9, 2026 $ESTC: Maintained · Hold · article
- Oct 7, 2026 $ZS: Maintained · Buy · $255 · article
- Sep 28, 2026 $MDB: Maintained · Buy · $430 · article
- Sep 30, 2026 $MDB: Reiterated · Buy · $430 · article
- Sep 24, 2026 $OKTA: Maintained · Buy · $230 · article
- Sep 21, 2026 $OKTA: Reiterated · Buy · $230 · article
- Sep 11, 2026 $NOW: Maintained · Buy · $155 · article
- Sep 4, 2026 $ZS: Maintained · Buy · $215 · article
- Sep 3, 2026 $CRWD: Maintained · Buy · $250 · article
- Sep 3, 2026 $SNOW: Maintained · Buy · $450 · article
- Sep 3, 2026 $AI: Maintained · Hold · article
- Sep 2, 2026 $MDB: Maintained · Buy · $430 · article
- Sep 2, 2026 $PANW: Maintained · Buy · $425 · article
- Sep 2, 2026 $GTLB: Reiterated · Buy · $65.00 · article
- Aug 28, 2026 $ESTC: Maintained · Hold · article
Mike Cikos4.9★ · 61% success · +20.1% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.