Needham

Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
What Drove Hut 8 Earnings Beat? 4 Analysts Provide Their Q1 Takeaways
How Cisco Systems Performed Ex-Splunk, 8 Analysts Weigh In On Q3 Earnings: Here's Where 'Upside Primarily Came From'
What Drove Hut 8 Earnings Beat? 4 Analysts Provide Their Q1 Takeaways
How Cisco Systems Performed Ex-Splunk, 8 Analysts Weigh In On Q3 Earnings: Here's Where 'Upside Primarily Came From'
Ibotta Has 'Significant Revenue Upside': 4 Analysts Begin Coverage
Unity Software Disappoints In Q1, 4 Analysts Provide Input On What To Expect In 'Back Half' Of 2024

Needham Recent News

Shopify Profitability Remains A Concern, 5 Analysts Offer Commentary On Q1 Earnings
Shopify gross profit margins are expected to contract in the second quarter, one analyst says. The company's first-quarter beat was "modest."
ZoomInfo Technologies Stock Dives On Heels Of Q1 Earnings: 'Investors Need To Carefully Monitor The Macro'
Investors "will need to carefully monitor the macro to understand if ZoomInfo can hit their FY guide in the 2H," one analyst said.
Can Reddit's Solid Momentum Continue? Analysts Say Social Media Company With 'Robust Business Model' Has 'Continued Strong User Growth'
Reddit shares climb after reporting strong Q1 results, beating expectations. Analysts reaffirm Neutral & Buy ratings with higher targets.
Lyft Enjoys 'Continued Momentum': 3 Analysts Examine Q1 Earnings, Outlook Ahead Of Investor Day
Electric Up-And Comer Lucid's Stock 'Still In Park': Analysts Expect Investors To Keep 'Conservative Posture' On Tesla Rival
Electric vehicle company Lucid Group Inc (NASDAQ:LCID) reported mixed results for Q1 with 9,000 production target. Analysts weigh in on future plans.
Symbotic Reports Q1 Beat: Analysts Boost Their 2024 Estimates, 'Strong Secular Growth Story'
Symbotic shares climb on strong Q2 sales beat. Analysts expect continued growth and raised estimates for fiscal 2024. Stock up 9.63%.
Rivian Q1 Earnings Preview: Analyst Estimates, R2 Update, Key Production Focus Areas
Here are the key earnings estimates and items to watch for Rivian's first quarter earnings report.
Penn Entertainment Focuses On 'Where The Puck Has Been Rather Than Where It's Going': 5 Analysts Size Up Q1 Results, Sports Betting Segment
Penn Entertainment Q1 results were negatively impacted by the ESPN Bet online sports betting segment. Here's what analysts are saying about the results.
DraftKings The 'King Of The Beat & Raise': 7 Analysts Size Up Q1 Earnings, Raised Guidance That Could Be Conservative
DraftKings' first quarter beat and raised full year guidance. Analysts react to the report and highlight improving metrics.
7 Apple Analysts Size Up Q2 Results: Artificial Intelligence 'A Major Upgrade Cycle Within Product Categories Such As The iPhone'
Analysts point to the strength of Apple's Services segment in the Q2. Analysts are mixed on iPhone results in China and the AI efforts from the company.
Coinbase Global Is 'Doing Almost Everything Right': 7 Analysts React To Q1 Results
Coinbase reported Q1 adjusted earnings of $4.40 per share, significantly beating Street expectations as total revenues grew 112%
Etsy Is 'Caught Between Maintaining Margins And Spurring Growth,' 6 Analysts Dive Into Q1 Results
8 Analysts Size Up Amazon's Q1 Results, AWS Opportunity: 'Likely The Biggest Winner In AI'
Amazon stock is seen as a winner by analysts after the Q1 results. Operating margins, AWS and the AI opportunity are highlighted as positives.
Paramount Could Be Worth $4 Or $14 Per Share In Deal, Analyst Says: 'We Prefer To Sit This One Out'
A short earnings call and lack of updates from Paramount has analysts questioning what's next and encouraging caution to investors.
Alphabet's Blockbuster Results Highlight Its Transition From AI Laggard To Going 'On The Offensive': 11 Analysts Revise Forecasts After Q1 Results
Alphabet shares rose after reporting strong Q1 results amid AI hype. Analysts raise price targets, optimistic about growth and AI innovation.
Meta's Q1 Earnings: Most Analysts Support AI Strategy, While One Says 'Use Meta As A Source Of Funds,' Questions Its Long-Term Value
Meta Platforms reported Q1 2024 earnings. Analysts have mixed views, with some optimistic about Meta's focus on AI and the Metaverse, while others recommend selling the stock. Wedbush favors Google, while Needham suggests using Meta as a source of funds.
Lam Research Expects 2024 To Be A 'Transition Year,' 4 Analysts Provide Key Q3 Takeaways
Lam Research reported better-than-expected results for its fiscal third quarter.
8 Tesla Analysts Size Up Next-Gen Vehicles, FSD, AI And More: 'Potential To Be A Transformational Technology Company, Deliver Outsized Returns'
Tesla's first quarter results saw an emphasis on next-gen vehicles and artificial intelligence. Analysts size up what this means.
Tesla's Horror Week Ends With Another Price Cut, Rivian's Second Round Of Layoffs, Lucid Touts Longest-Range Domestic EV And More: Biggest EV Stories Of The Week
The decline in EV adoption has also affected industry leader Tesla, leaving the future uncertain for other startups in the sector.
Netflix Stock Sized Up By 7 Analysts Post Q1 Results: 'Pivot From A High-Growth, Low-Profit Business To A Slow-Growth, High-Profit Business'
Streaming leader Netflix reported first quarter financial results that were higher than estimates. The company's outlook and decision to stop reporting subscriber figures are weighing on analysts.
Taiwan Semiconductor Touts Double Digit Revenue 'But Volume Recovery Remains Muted': Analysts
"Despite a weaker industry outlook, TSMC maintained its overall 2024 revenue guidance and is looking for sequential revenue growth throughout 2024," the analyst wrote.
Rivian 'Best Positioned EV OEM': Analyst Praises Long-Term Outlook, R2 Launch, With Short-Term Caution
Rivian Automotive gets a lowered price target from an analyst with questions lingering on demand for electric vehicles.
Taiwan Semiconductor Q1 Earnings Preview: Earthquake Impact, New Plants, 'Pick-And-Shovel' Play For AI Puts Stock In Spotlight
An earthquake that happened in Taiwan in April and new plants announced by the semiconductor company could be key items in the Q1 report from Taiwan Semiconductor.