Needham

An Apple Inc. (NASDAQ:AAPL) analyst is moving to the sidelines with a downgrade on the stock, which has multiple headwinds, including competition, valuation, and earnings at risk from tariffs. The Apple Analyst: Needham analyst Laura Martin downgrades Apple stock from Buy to Hold and withdraws a...

Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) were trading lower on Wednesday after the company reported disappointing quarterly results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On CrowdStrike Analyst Tal Liani...

Zscaler Inc (NASDAQ:ZS) shares rallied in early trading on Friday, after the company on Thursday reported upbeat results for its fiscal third quarter. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Zscaler Analyst Rob Owens downgraded...

NVIDIA Corporation (NASDAQ:NVDA) analysts break down the impact of China export restrictions and what it means for the tech giant after the company reported first-quarter financial results and shared the lost revenue opportunity for China. The NVDA Analysts: Rosenblatt analyst Kevin Cassidy...

Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...

Shares of Okta Inc (NASDAQ:OKTA) tanked in early trading on Wednesday despite the company’s upbeat quarterly results on Tuesday. Here are some key analyst takeaways. Guggenheim Securities On Okta Analyst John DiFucci reiterated a Buy rating while reducing the price target from $140 to $138....

Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...

Shares of Snowflake Inc (NYSE:SNOW) rallied after the company Wednesday reported its first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Snowflake Analyst Brent Bracelin reiterated an Overweight rating, while raising...

Workday Inc (NASDAQ:WDAY) is gearing up to report its fiscal first-quarter results on Thursday, May 22. The company is likely to report a revenue and earnings beat, while "some late quarter deal slippage" may result in lower cRPO (current remaining performance obligation) upside than posted in the...

Wall Street analysts raised their price targets on CoreWeave Inc (NASDAQ:CRWV). JPMorgan analyst Mark Murphy maintained CoreWeave with an Overweight and raised the price target from $43 to $66 on Thursday. Needham analyst Mike Cikos reiterated CoreWeave with a Buy and raised the price target from $...

Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...

Roku Inc's (NASDAQ:ROKU) CFO Dan Jedda has been responsible for the company's strong free cash flow (FCF) growth, according to Needham. The Roku Analyst: Analyst Laura Martin maintained a Buy rating and price target of $88.50. The Roku Thesis: Jedda has taken the company from negative FCF of 150...

Shares of Under Armour Inc (NYSE:UAA) were declining in early trading on Wednesday, after the company Tuesday reported its fiscal fourth-quarter results. Here are some key analyst takeaways. Truist Securities analyst Joseph Civello reaffirmed a Buy rating, while reducing the price target from $9...

Airbnb Inc (NASDAQ:ABNB) issued its 2025 Summer Release, where it made several announcements. Here are some key analyst takeaways. Goldman Sachs On Airbnb Analyst Eric Sheridan reiterated a Neutral rating and price target of $139. The analyst mentioned three main announcements by the company:...

Shares of On Holding AG (NYSE:ONON) were climbing in early trading on Wednesday after the company reported its first-quarter results on Tuesday. Here are some key analyst takeaways. KeyBanc Capital Markets Reiterates Overweight Analyst Ashley Owens reiterated an Overweight rating while raising the...