Needham

Needham initiated coverage on Monday for GH Research PLC (NASDAQ:GHRS), citing the company’s lead drug candidate, GH-001, which had demonstrated impressive efficacy in Phase 2 versus competition. • GHRS is showing upward movement. See the full breakdown here. Recently, the company...

Bitcoin mining company CleanSpark Inc (NASDAQ:CLSK) seems "serious" about building an HPC (high-performance computing) pipeline, according to Needham. The CleanSpark Analyst: Analyst John Todaro reiterated a Buy rating, while raising the price target from $21 to $23. The CleanSpark Thesis: The...

Levi Strauss & Co (NYSE:LEVI) shares tanked in early trading on Friday, even after the company reported upbeat third-quarter earnings. • LEVI is taking a hit from negative sentiment. Track the action here. Here are some key analyst takeaways: JPMorgan analyst Matthew Boss reiterated an...

After Applied Digital Corp (NASDAQ:APLD) reported stronger-than-expected quarterly revenues on after the market closed on Thursday, the focus has shifted to Polaris Forge 2 (PF-2), according to Needham. • APLD stock is at important technical levels. See the full story here. The Applied Digital...

Equifax Inc's (NYSE:EFX) recently announced pricing for VantageScore® 4.0 mortgage credit scores is likely to preserve the company's unit economics, according to Needham. EFX stock is moving in positive territory. Get the inside scoop here. The Equifax Analyst: Analyst Kyle Peterson reiterated...

The unmanned aerial systems (UAS) industry is entering "a multi-year supercycle" and Red Cat Holdings Inc (NASDAQ:RCAT) is "uniquely positioned" to benefit from accelerating demand for defense-grade small ISR drones, according to Needham. The Red Cat Holdings Analyst: Analyst Austin Bohlig...

Used-car retail giant CarMax Inc (NYSE: KMX) on Thursday reported disappointing second-quarter results. Check CMS stock’s latest moves here. Here are some key analyst takeaways: Oppenheimer analyst Brian Nagel downgraded the rating from Outperform to Perform, while eliminating the price...

While a turnaround in Lululemon Athletica Inc's (NASDAQ: LULU) U.S. business seemed likely last year, the momentum did not continue into 2025, according to Needham. The Lululemon Athletica Analyst: Analyst Tom Nikic downgraded the rating from Buy to Hold, while removing the price target. The...

Shares of Micron Technology Inc (NASDAQ:MU) dipped in early trading on Wednesday despite a strong fiscal fourth quarter report. Key Analyst Takeaways RBC Capital Markets analyst Matt Bryson reiterated an Outperform rating, while raising the price target from $200 to $220. KeyBanc Capital Markets...

At its annual New York conference on Wednesday, MongoDB Inc. (NASDAQ:MDB) laid out growth targets that suggest its core database business won't be the only engine powering results ahead. Management pointed to emerging technologies and customer shifts that could add momentum on top of its steady...

Reddit Inc (NYSE:RDDT) benefits from GenAI, or generative artificial intelligence, in three ways, according to analyst Laura Martin. First, the San Francisco-based social media company is a "key beneficiary" of Google. The search engine now gives Reddit answers instead of links. This has led high-...

Tech giants grapple with volatile market shifts as geopolitical tensions and competitive pressures reshape the semiconductor landscape. Shares of Synopsys Inc (NASDAQ:SNPS) tanked in early trading on Wednesday, after the company reported downbeat fiscal third-quarter results. Here are some...

Labor productivity is a leading indicator for share price performance, and Netflix Inc.'s (NASDAQ:NFLX) revenue per full-time equivalent (FTE) has remained "very high" between 2021 and the second quarter of 2025, according to Needham. The Netflix Analyst: Analyst Laura Martin maintained a Buy...

Shares of Planet Labs PBC (NYSE:PL) came under pressure in early trading on Tuesday, even after the company reported strong fiscal second-quarter results a day earlier. PL stock is struggling to find support. Review the technical setup here. Here are some takeaways from analysts: Citizens JMP...

The artificial intelligence sector has been experiencing rapid growth and transformation, attracting significant investor interest in recent years. However, navigating the volatility and challenges faced by AI firms remains a crucial concern for stakeholders. Shares of C3.ai Inc (NYSE:AI) were down...