Needham & Company

Adding to the cart, but not checking out yet — that's how Bernie McTernan at Needham & Company described the situation after Instacart (NASDAQ: CART) made a splash on the Nasdaq on Tuesday. With shares falling over 5% during Wednesdays session toward its initial IPO price of $30, how...

Data, in today's world, is as valuable as gold, and Generative AI is using this wealth to forge innovations that were previously unimaginable. With the rise of Generative AI, giants like Apple Inc (NASDAQ: AAPL) could be overshadowed, as new entrants harness the power of large...

Intel Corporation (NASDAQ: INTC) reported lower-than-expected results for the fourth quarter Thursday, with revenue of $14.042 billion, down 8% quarter-over-quarter. The lackluster quarter was due to further deterioration in demand, with the company's Client Computing Group (CCG) segment being...

Shares of Carvana Co (NYSE: CVNA) were losing one-quarter of their market value in Friday trading after the online used car retailer missed Wall Street's top- and bottom-line expectations for the third quarter and reported year-over-year declines across the board.  Here is how Carvana'...

Following recent updates from numerous management teams within the health care space, Needham analyst Ami Fadia has reevaluated the stocks in the firm's coverage universe using a stock selection criteria and a risk-reward matrix. Let’s examine the firm’s strongest reward/risk...

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...

ACM Research Inc (NASDAQ: ACMR) has material exposure to SMIC and a potential SMIC blacklisting could weaken its business outlook, according to Needham & Company. The ACM Research Analyst: Quinn Bolton downgraded ACM Research from Buy to Hold. The ACM Research Thesis: The impact of an SMIC...

Needham & Company is hosting its 19th Annual Growth Conference (NGC) in New York, between January 10 and January 12. During the event, institutional investors, private equity firms and venture capitalists will attend presentations by senior executives, keynotes, and thematic panels featuring...

“Consumers are creating a new global distribution network over connected mobile devices, primarily smartphones,” according to Needham’s Laura Martin. Martin pointed out investors should seek exposure to this huge trend and that Apple Inc. (NASDAQ: AAPL) was “arms dealer...