Koji Ikeda

A clean split has opened up inside enterprise software this year. Most of the group is sliding. A small cluster of names is soaring. And Bank of America thinks the gap is only going to widen. • Datadog stock is trading near recent highs. What’s next for DDOG stock? The five stocks...

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday. Here are some key analyst takeaways: DA Davidson analyst Gil Luria reiterated a Buy rating, and upped the price target from $180 to $225. Rosenblatt Securities analyst...

BofAmerica Securities analyst Koji Ikeda maintained Datadog Inc (NASDAQ:DDOG) with a Buy and raised the price target from $150 to $175 on Monday. The S&P Dow Jones Indices announced on July 2, 2025, that software vendor Datadog was joining the S&P 500, effective July 9, 2025...

BigCommerce Holdings Inc (NASDAQ: BIGC) shares were tanking in morning trading on Monday. The company’s stock is likely to underperform that of its peers, according to BofA Securities. The BigCommerce Holdings Analyst: Koji Ikeda downgraded the rating on BigCommerce Holdings from Neutral...

CS Disco Inc (NYSE: LAW) reported mixed results for its second quarter, with revenues below Street estimates and higher-than-expected EBITDA. The company’s revenue miss was due to higher review product volatility, while its operating margins contracted in the quarter but came in better than...

While Blackline Inc’s (NASDAQ: BL) business and management team are strong, the company’s stock is currently trading at a premium to its horizontal software peers and seems to reflect all the potential good news as well as some potential M&A premium, according to BofA Securities....

Expensify Inc. (NASDAQ: EXFY) is well positioned to evolve into a leading expense management solution for small and medium businesses, according to BofA Securities. The Expensify Analyst: Koji Ikeda upgraded the rating for Expensify from Neutral to Buy, while raising the price target from $20 to $...

Veritone Inc (NASDAQ: VERI) shares gained 1.6% on Wednesday after some new bullish comments from one Wall Street analyst. The Analyst: Bank of America analyst Koji Ikeda initiated coverage of Veritone with a Buy rating and a $22 price target. Related Link: 7 Of The Best Nasdaq Stocks to Buy On The...

Everbridge Inc’s (NASDAQ: EVBG) 2022 revenue growth guidance of 20% to 23% is not only short of the consensus estimate of +26%, but also marks a sharp deceleration from 2021 levels, according to BofA Securities. The Everbridge Analyst: Koji Ikeda downgraded the rating for Everbridge from...

Gitlab Inc (NASDAQ: GTLB) “screens very well” in the four Ms for software investing: market, competitive moat, margin potential and management strength, according to BofA Securities. The Gitlab Analyst: Koji Ikeda initiated coverage of Gitlab with a Buy rating and a price...

MeridianLink, Inc. (NYSE: MLNK) does well in the four-M framework for software investing, which includes market, competitive moat, management strength and margin potential, according to BofA Securities. The MeridianLink Analyst: Koji Ikeda initiated coverage of MeridianLink with a Buy rating...

A differentiated proprietary customer database has turned a BofA Securities analyst bullish on shares of Zeta Global Corp (NYSE: ZETA). The Zeta Analyst: Koji Ikeda initiated coverage on shares of Zeta Global Corp. with a Buy rating and $12 price target.  The Zeta Takeaways: Founded...

The advancements with COVID-19 vaccines of Pfizer Inc. (NYSE: PFE), Moderna Inc. (NASDAQ: MRNA), and AstraZeneca Inc. (NASDAQ: AZN), along with a resurgence of stock market indices like the Dow Jones Industrial Average and S&P 500, hints at a relatively stable...

BlackLine Inc (NASDAQ: BL) reported first-quarter revenue and EPS ahead of expectations Thursday and raised its full-year guidance. Billings continued to underwhelm in the quarter due to few new customer wins, decelerating domestic growth and declining SAP channel contributions,...

Zendesk Inc (NYSE: ZEN) reported a first-quarter beat Tuesday and raised its full-year revenue guidance. The company’s beat-and-raise trend moderated in the quarter, which may suggest less upside in future quarterly results, according to Oppenheimer. The Analyst Koji Ikeda maintained a...