Needham

Nike Stock Turnaround Path Clear, Analyst Says: 'Getting Back To Winning Takes Time'

MongoDB Posts Strong Q3 But Stock Falls: 'Solid Execution In Still A Choppy Macro,' Says Analyst

Trump's Beer Tariffs Cloud Sector: Molson Coors Is Well Positioned, But This Is The 'Best Company In The Beverage Space,' Says Analyst

MongoDB Posts Strong Q3 But Stock Falls: 'Solid Execution In Still A Choppy Macro,' Says Analyst

Trump's Beer Tariffs Cloud Sector: Molson Coors Is Well Positioned, But This Is The 'Best Company In The Beverage Space,' Says Analyst

Chewy Posts Q3 Sales Beat: Analysts Say Successful Cyber Week Could Lead To Higher Lifetime Value Customers

ChargePoint Q3 Results Some Restructuring Benefits, Analysts Say: Expect 'Return To Growth In 2025'

Chewy Posts Q3 Sales Beat: Analysts Say Successful Cyber Week Could Lead To Higher Lifetime Value Customers

ChargePoint Q3 Results Some Restructuring Benefits, Analysts Say: Expect 'Return To Growth In 2025'

Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'

Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'

Needham Recent News

Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance

Zscaler shares tanked despite upbeat Q1 results. The company raised its fiscal-year guidance and announced the departure of its CFO.

Salesforce Q3 Earnings Preview: Analyst Says 'Transitional Year' Ahead, Recommends Buying The Dip

Salesforce stock is up 29% year-to-date in 2024. Analysts see more upside ahead. Here's a look at the earnings estimates.

DOJ Targets Google Chrome, Poll Shows 64% Oppose Alphabet Breakup: YouTube Seen As Top Prize

A Benzinga reader poll find the majority of investors don't think Google/Alphabet should be split up. If the company is, YouTube is the piece investors want.

Nvidia Analysts See Stock 'Best Positioned In AI,' Not Worried About Guidance: 'All Systems Go For Blackwell Ramp'

Nvidia stock sold off after Q3 results and Q4 guidance. Analysts brush off concerns about guidance with Blackwell showing strong demand and ramp up.

Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration

Palo Alto Networks reported upbeat Q1 results and raised their fiscal 2025 guidance, but gross margins fell short and billings declined. Analysts are optimistic about strength in platformization.

Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline

Shares of Applied Materials are down on Friday despite upbeat Q4 earnings. Analysts note solid beat, China slowdown, and strong growth in advanced foundry/logic and DRAM/HBM.

Kulicke And Soffa Industries Likely To Win Order From Leading Semiconductor Company, Says Bullish Analyst

Shares of KLIC rose on Friday after the announcing an order from a major foundry. Analyst upgraded stock to Buy with $55 target price.

Bitcoin Miner Hut 8 Shares Dip Despite Strong Q3; Analysts Remain Bullish On AI, Crypto Potential

Hut 8 Corp shares are down despite upbeat Q3 results. Analysts bullish on Hut 8's prospects in AI and crypto.

Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch

Disney has returned to its box office success in 2024 with several hit films like "Inside Out 2" and "Deadpool & Wolverine."

Block Reports Mixed Q3, Analysts Consider Preliminary 2025 Outlook As Aggressive

Block reported mixed Q3 results, with GPV missing consensus but gross profit beating. Analysts had varying opinions on the company's outlook.

Penn Entertainment Analysts Say 'All Eyes Remain On ESPN Bet' After Q3 Earnings Miss

Penn's third quarter saw disappointment for casinos and interactive, but analysts highlight potential strength for ESPN Bet in the fourth quarter.

DraftKings Guidance Hit By Unfavorable NFL Outcomes: Analysts Focused On 2025

DraftKings lowered Q4 and FY guidance due to unfavorable NFL game outcomes. Analysts look to 2025 guidance and strength ahead.

Airbnb's Margins Under Pressure Despite Q3 Beat, Analysts Caution

Airbnb reported upbeat Q3 earnings, backed by strong demand trends. Analysts say marketing and growth investments could pressure margins.

Rivian Stock 'Long-Term Winner' In Gas-To-Electric Transition: Analyst

Rivian analysts have concerns for the short term after Q3 earnings, but see profitability, the closing of the VW JV and the R2 launch as positive items ahead.

Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets

Arm Holdings shares rose after the company reported strong Q2 results and raised Q3 guidance. Analysts broadly remain positive.

Lyft's Bookings Guidance Bests Uber, Analyst Says: 'Better Than Feared'

Lyft shares climbed after the company reported upbeat Q3. Analysts raised price targets on better bookings guidance.

DraftKings Q3 Earnings Preview: NFL In Focus, Will Missouri Legalization Factor Into Guidance?

DraftKings reports Q3 financial results and could provide an update on future guidance Thursday after market close.

Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'

Amazon analysts raise price targets for the stock and center in on AWS growth and the AI opportunity with advertising called a future catalyst.

Intel Struggles With Market Share, Profitability: Q3 Analyst Insights

Intel on Thursday reported Q3 results. What do analysts think?

Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'

Apple beat estimates in the fourth quarter, but the company's guidance outlook has some analysts concerned.

Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results

Analysts see strength in Alphabet's cloud, search and YouTube businesses and believe spending on AI is beginning to pay off.

PayPal Shares Tank After Q3 Results, Analysts Say Management Is 'Executing Well' On Re-Alignment Initiatives

PayPal's stock fell after the company reporting Q3 results. Analysts maintain Buy/Neutral ratings & raise PTs. Management focusing on product portfolio.

ON Semiconductor's Q3 Solid, Analysts Highlight L-Shaped Recovery

ON Semiconductor reports a revenue beat in Q3 and expects an L-shaped recovery to continue through first half of 2025. Analysts remain cautious.