Needham

Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
HubSpot Analysts Slash Price Target, Point To 'Multiple Drivers To Growth Re-Acceleration'
HubSpot Analysts Slash Price Target, Point To 'Multiple Drivers To Growth Re-Acceleration'
AppLovin Sinks As Investors Seek Faster E-Commerce Growth, Stronger AI Guidance
AppLovin Sinks As Investors Seek Faster E-Commerce Growth, Stronger AI Guidance
HubSpot Analysts Slash Price Target, Point To 'Multiple Drivers To Growth Re-Acceleration'
HubSpot Analysts Slash Price Target, Point To 'Multiple Drivers To Growth Re-Acceleration'
AppLovin Sinks As Investors Seek Faster E-Commerce Growth, Stronger AI Guidance
AppLovin Sinks As Investors Seek Faster E-Commerce Growth, Stronger AI Guidance
Shopify Posts Q4 Beat, Pressure On Stock Overdone: Analysts
Shopify Posts Q4 Beat, Pressure On Stock Overdone: Analysts
Robinhood (HOOD) Stock Shows Future Product Strength For Prediction Markets, Analyst Says Share Price 'Compelling'
Robinhood (HOOD) Stock Shows Future Product Strength For Prediction Markets, Analyst Says Share Price 'Compelling'

Needham Recent News

Gilead Climbs Nearly 5% Following Strong Quarter, Bullish Analyst Calls
Gilead Climbs Nearly 5% Following Strong Quarter, Bullish Analyst Calls
Gilead Sciences saw a more than 5% rise in stock prices after reporting strong Q4 results and receiving positive ratings and price target increases.
ON Semiconductor Sees AI Boost as Data Center Business Hits Record Milestone
ON Semiconductor Sees AI Boost as Data Center Business Hits Record Milestone
ON Semiconductor reported mixed Q4 results, with some analysts downgrading the stock while others maintaining their ratings and raising price targets.
Amazon Stock Enters 'Prove It Mode': Analysts Are Cautious, But Say 'AI Position Is Underappreciated'
Amazon Stock Enters 'Prove It Mode': Analysts Are Cautious, But Say 'AI Position Is Underappreciated'
Amazon analysts lowered their price targets after mixed fourth-quarter results and Capex guidance for 2026.
Coherent Pivots to Next Gen Manufacturing in a Massive Bid to Capture AI Hypergrowth
Coherent Pivots to Next Gen Manufacturing in a Massive Bid to Capture AI Hypergrowth
Coherent Corp (COHR) stock trading under pressure despite upbeat Q2 results. Rosenblatt and Needham analysts reaffirm Buy ratings with higher targets.
Boston Scientific Analyst Slashes Price Target On Disappointing 2026 Outlook
Boston Scientific Analyst Slashes Price Target On Disappointing 2026 Outlook
Boston Scientific beats Q4 estimates but gives disappointing 2026 guidance, with slowing organic growth and lowered price target.
Marvell Closes Celestial AI Acquisition, Contribution To Begin In 2028
Marvell Closes Celestial AI Acquisition, Contribution To Begin In 2028
Shares of Marvell Technology were trading under pressure on Tuesday, after the company announced the closing of its Celestial AI acquisition.
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Apple (AAPL) analysts are mixed on the company's upside after a record-breaking quarter, as concerns remain about AI monetization.
What's Going On With Affirm Holdings Stock On Tuesday?
What's Going On With Affirm Holdings Stock On Tuesday?
Affirm shares initially traded higher on a new Bolt BNPL partnership and analyst upgrade, though the stock later trimmed its gains.
Nike 'Brand Heat' Not Enough, Analyst Says: 'Timeline Is Uncertain At Best'
Nike 'Brand Heat' Not Enough, Analyst Says: 'Timeline Is Uncertain At Best'
A key part of the Nike turnaround story could prove to be a "potential strategic misstep," according to Needham's Tom Nikic.
Constellation Brands Sees 'Solid Start' To 2026: Analyst Predicts Strong Year For Beer Giant
Constellation Brands Sees 'Solid Start' To 2026: Analyst Predicts Strong Year For Beer Giant
Strong Q3 financial results from Constellation Brands are the perfect start to a potential turnaround for 2026, according to an analyst.
OneStream To Go Private In $24-A-Share Deal, Analysts See Limited Upside
OneStream To Go Private In $24-A-Share Deal, Analysts See Limited Upside
OneStream receives an offer from Hg Capital for $24 per share. Analysts from Needham, Rosenblatt and BTIG provide insights.
Constellation Brands Q3 Preview: Tariff Concern Minimized, Can Warren Buffett's Favorite Beer Stock Rebound in 2026?
Constellation Brands Q3 Preview: Tariff Concern Minimized, Can Warren Buffett's Favorite Beer Stock Rebound in 2026?
Constellation Brands has been hurt by tariffs and unfavorable macro conditions. The company's Q3 results could point to improving conditions.
Micron: The 'Age Of AI' Winner With 'Meaningful Upside'
Micron: The 'Age Of AI' Winner With 'Meaningful Upside'
Micron guidance surprised investors and analysts. New price targets and bullish commentary from analysts is pouring in after Q1 results.
Security Tech Check-In: Analyst Insights From 12 Companies Ahead Of The 'Quiet Period'
Security Tech Check-In: Analyst Insights From 12 Companies Ahead Of The 'Quiet Period'
Needham analysts met with 12 companies before quiet period. Ratings and price targets by analyst Mike Cikos.
Micron Q1 Preview: Record Quarter Predicted By Analyst — 'We Recommend Owning The Stock'
Micron Q1 Preview: Record Quarter Predicted By Analyst — 'We Recommend Owning The Stock'
Micron has beaten analyst estimates for revenue in 10 straight quarters. The company goes for an 11th straight beat and a new quarterly record.
SentinelOne's Q3 Momentum Meets A Softer Q4 Outlook
SentinelOne's Q3 Momentum Meets A Softer Q4 Outlook
SentinelOne's Q3 results show solid execution, but Q4 outlook impacted by seasonality and macro backdrop. Analyst Mike Cikos maintains Buy rating.
Docusign Posts Q3 Beat; Outlook Reflects Revenue Deceleration
Docusign Posts Q3 Beat; Outlook Reflects Revenue Deceleration
Docusign shares tanked despite upbeat Q3 results. Analysts maintain neutral/hold ratings, while reducing price target.
Solid Biosciences: Better Positioned To Compete In DMD Gene Therapy, Says Bullish Analyst
Solid Biosciences: Better Positioned To Compete In DMD Gene Therapy, Says Bullish Analyst
Analyst Gil Blum initiated coverage of Solid Biosciences with a Buy rating and $16 price target, citing emerging gene therapies.
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