Needham

Although Boston Scientific Corp (NYSE:BSX) reported fourth-quarter revenue and earnings ahead of consensus estimates, it announced disappointing 2026 guidance, according to Needham. The Boston Scientific Analyst: Analyst Mike Matson maintained a Buy rating, but slashed the price target from $121 to...

Shares of Marvell Technology Inc (NASDAQ:MRVL) were trading under pressure on Tuesday, after the company closed its acquisition of Celestial AI. Here are the key analyst insights: Needham analyst Quinn Bolton reiterated a Buy rating, while reducing the price target from $120 to $118. Benchmark...

SoFi Technologies Inc (NASDAQ:SOFI) reported better-than-expected fourth-quarter results. The loan platform business continues to scale faster than anticipated, according to Needham analyst Kyle Peterson. The SoFi Technologies Analyst: Peterson reaffirmed a Buy rating, while cutting the price...

Apple Inc (NASDAQ:AAPL) set several company records with first-quarter financial results that beat analyst estimates. Here's where analysts see the stock heading next. • Apple stock is under selling pressure. Why are AAPL shares declining? The Apple Analysts Wedbush analyst Dan Ives...

Affirm Holdings, Inc. (NASDAQ:AFRM) shares were initially up on Tuesday after the company announced a major buy-now, pay-later partnership, though the stock later pared some of those gains. • Affirm Holdings stock is trading in a tight range. What should traders watch with AFRM? The...

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...