Needham

Nike Inc's (NYSE:NKE) turnaround is progressing more slowly than was earlier anticipated, according to Needham. The Nike Analyst: Analyst Tom Nikic downgraded the rating from Buy to Hold rating, while keeping the price target unchanged at $68. The Nike Thesis: The company has been aggressively...

Applied Digital Corp (NASDAQ:APLD) reported a strong beat for the second quarter of fiscal 2026 and said it is in advanced talks with a new hyperscaler tenant, according to Needham. The Applied Digital Analyst: Analyst John Todaro reaffirmed a Buy rating and price target of $41. The Applied Digital...

Shares of beverage company Constellation Brands (NYSE:STZ) are trading higher Thursday after the company beat third-quarter analyst estimates for revenue and earnings per share. An analyst sees the strong results as a good start to 2026 for several reasons. Constellation Brands shares are powering...

OneStream Inc (NASDAQ:OS) announced on Tuesday that Hg Capital offered the company $24 per share. Here are the key analyst insights: Needham analyst Scott Berg downgraded the rating from Buy to Hold; he removed the price target. Rosenblatt Securities analyst Robert Simmons cut the rating from Buy...

Beer and wine company Constellation Brands (NYSE:STZ) is expected to report another double-beat in revenue and earnings per share, signaling that tariff concerns may be manageable. The company reports third-quarter financial results Wednesday after market close. Here are the earnings estimates,...

Shares of Nike Inc (NYSE:NKE) continued to tank in early trading on Friday, even after the company Thursday reported upbeat fiscal second-quarter results. Here are the key analyst takeaways: Needham analyst Tom Nikic reaffirmed a Buy rating, while cutting the price target from $78 to $68. Telsey...

Micron Technology (NASDAQ:MU) shares soared on Thursday after the company reported first-quarter financial results and guidance. Analysts see further upside and are raising their price targets. Micron Technology stock is charging ahead with explosive momentum. What’s behind MU gains? The...

Needham analysts had meetings with the management teams of 12 companies to discuss their performance until the end of December, before companies entered the "quiet period." • Fortinet stock is trading at depressed levels. What’s next for FTNT stock? The Ratings Analyst Mike Cikos...

Micron Technology Inc (NASDAQ:MU) looks to continue a streak of beating analyst estimates when the company reports first-quarter financial results Wednesday after market close. • Micron Technology stock is showing positive momentum. What’s ahead for MU stock? Here are the earnings...

Chewy Inc. (NYSE:CHWY) reported on Wednesday a third-quarter 2025 adjusted earnings of 32 cents per share, beating the consensus of 13 cents and within the management guidance of 28 cents to 33 cents. • Chewy shares are experiencing downward pressure. Why is CHWY stock trading...

While SentinelOne Inc's (NYSE:S) fiscal third-quarter results reflect "solid execution" by the company, the fourth-quarter outlook is impacted by "large seasonality," deal timing, and an uncertain macro backdrop, according to Needham. The SentinelOne Analyst: Analyst Mike Cikos reiterated a Buy...

Shares of Docusign Inc (NASDAQ:DOCU) tanked in early trading on Friday, even after the company reported upbeat third-quarter results. Here are some key analyst takeaways: JPMorgan analyst Mark Murphy maintained a Neutral rating, while reducing the price target from $80 to $78. Needham analyst...

Recent deaths of two patients with Duchenne muscular dystrophy (DMD) have opened the doors for emerging gene therapies, such as Solid Biosciences Inc's (NASDAQ:SLDB) SGT-003, according to Needham. The Solid Biosciences Analyst: Analyst Gil Blum initiated coverage with a Buy rating and price target...

Shares of UiPath Inc. (NYSE:PATH) jumped on Thursday, after the company reported upbeat third-quarter results on Wednesday. UiPath stock is showing exceptional strength. Why is PATH stock up today? Here are some key analyst takeaways: Canaccord Genuity analyst Kingsley Crane reiterated a Buy...

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday. Here are some key analyst takeaways: Cantor Fitzgerald analyst Thomas Blakey reaffirmed an Overweight rating; price target increased from $275 to $...