Needham

Google-parent Alphabet Inc's (NASDAQ:GOOGL) strategic position and tech-first corporate culture drive upside to the stock valuation, according to Needham. The Alphabet Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $178 to $210. The Alphabet Thesis: The...

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings. The announcement came amid an exciting earnings...

Roku Inc. (NASDAQ:ROKU) is showing promising signs of growth as it enhances labor productivity, a key metric in today's competitive streaming industry, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $88 to $100. The Roku...

Affirm Holdings Inc.'s (NASDAQ:AFRM) fiscal 2026 revenues are likely to be impacted by Walmart Inc.'s (NYSE:WMT) volumes beginning to shift to Klarna-powered OnePay in the coming quarters, as well as a higher mix of non-interest-bearing transactions, according to Needham. Analyst Kyle Peterson...

Canaccord Genuity and Needham analysts initiate coverage of Omada Health Inc (NASDAQ:OMDA) with a Buy rating. Canaccord Genuity analyst Richard Close assigns a price target of $27. Needham analyst Ryan MacDonald assigns a price target of $23. Check out other analyst stock ratings. Canaccord...

Crexendo Inc (NASDAQ:CXDO) appears poised to gain share in the wholesale UCaaS (United Communications as a Service) market, according to Needham. The Crexendo Analyst: Analyst Joshua Reilly initiated coverage with a Buy rating and price target of $8. The Crexendo Thesis: The cloud communications...

Dayforce Inc (NYSE:DAY) offers a natively built platform that could drive more deals through human capital management partners, a Needham analyst says. The Dayforce Analyst: Analyst Scott Berg maintained a Buy rating and price target of $95. The Dayforce Thesis: The company typically wins in...

Shares of Nike Inc. (NYSE:NKE) rallied during Friday’s trading session after the company reported upbeat fiscal fourth-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Nike Analyst Lorraine Hutchinson...

CoreWeave Inc. (NASDAQ:CRWV) is in talks to acquire Core Scientific Inc (NASDAQ:CORZ) Needham On Core Scientific Analyst John Todaro reiterated a Buy rating and price target of $18. There are four reasons why the proposed acquisition "make sense," Todaro said in a note. It would eliminate around $...

Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Micron Technology Analyst...

Footwear and apparel leader Nike Inc (NYSE:NKE) could highlight a continued turnaround effort and its go-forward growth strategy when it reports fourth-quarter financial results after the market closes on Thursday. Here's a look at the analyst estimates, what experts are saying and key items to...

While favorable earnings reports from companies in the AI supply chain increase confidence in TTM Technologies Inc's (NASDAQ:TTMI) datacenter and networking business, the current geopolitical climate supports defense businesses, according to Needham. The TTM Technologies Analyst: Analyst James...

Equifax Inc's (NYSE:EFX) latest Investor Day event increased confidence in the company being able to achieve its 2025 and long-term guidance "by focusing on efficient growth despite a choppy mortgage market," according to Needham. The Equifax Analyst: Analyst Kyle Peterson maintained a Buy rating...

Pure Storage Inc (NYSE:PSTG) hosted its annual Accelerate event in Las Vegas, where management announced the Enterprise Data Cloud and Pure Fusion with workload automation, according to Needham. The Pure Storage Grill Analyst: Analyst Mike Cikos reiterated a Buy rating and price target of $75. The...

Shares of Marvell Technology Inc. (NASDAQ:MRVL) rallied in early trading on Wednesday, after the company hosted its Custom AI Investor Event on Tuesday. Needham analyst Quinn Bolton maintained a Buy rating and price target of $85. JPMorgan analyst Harlan Sur reiterated an Overweight rating and...