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HISTORICAL FACTS: Needham | History Defined

Cerebras Stock Sold Off After Earnings. Investors Who Panic Sell Are Ignoring the Smart Money.

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

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Attractively Valued Micron Stock Seems Poised for Further Upside After Q3 Earnings

Needham raised its price target on Micron ahead of earnings on June 24.

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Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Needham sees more room for Cerebras to climb as its AI chip edge, and high-profile partnerships strengthen the growth story.

Barchart

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Dear KLA Stock Fans, Mark Your Calendars for June 12

KLA will start trading on a 10-for-1 split-adjusted basis on June 12.

Barchart

You’ve Likely Never Heard of This Stock, But Data Center Demand Just Took Shares to New 52-Week Highs

Data center demand lifted Vicor Corporation to a 52-week high after it bumped its Q2 revenue guidance.

Barchart

Unusual Machines Stock Looks Like a Winner as Trump Backs Drone Makers

UMAC stock climbed more than 55% as President Trump is reportedly planning to back drone-makers.

Barchart

Applied Digital’s Hyperscaler Deal Is Just the Beginning of a Much Bigger AI Opportunity

Analysts believe the hyperscaler agreement may only represent the first phase of a much larger AI infrastructure partnership as Applied Digital continues to market additional capacity to the same customer.

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Horizon Quantum Computing Pte. Lays Out Quantum Software Push at Needham Conference

Horizon Quantum Computing Pte. (NASDAQ:HQ) used its appearance at Needham & Company’s 21st annual Technology, Media, & Consumer Conference to outline its strategy as a newly public quantum software company focused on building infrastructure for developers, hardware providers and end users. Needham

MarketBeat

Freshworks Conference: AI Employee Experience Push Gains Steam as Freshservice Accelerates

Freshworks (NASDAQ:FRSH) Chief Financial Officer Tyler Sloat said the software company is sharpening its focus on its employee experience business, describing Freshworks as an “AI-enabled, unified service operations” platform company during a Needham-hosted discussion with Scott Berg, who leads SaaS

MarketBeat

Docebo Sees Enterprise Demand Rebound as AI and Skills Tools Fuel Growth

Docebo (NASDAQ:DCBO) is seeing improved enterprise demand after addressing product and go-to-market gaps that weighed on its business in 2025, Brandon Farber of Docebo said during a Needham fireside chat hosted by analyst Ryan MacDonald. Farber described Docebo as a learning management system provi

MarketBeat

Cimpress Touts AI Tailwind, Elevated Products as It Reaffirms 2026 Growth Outlook

Cimpress (NASDAQ:CMPR) told investors at Needham Research’s 21st TMT Consumer Conference that it expects continued growth from its web-to-print mass customization model, newer product categories and efficiency initiatives across manufacturing, marketing and operating expenses. Meredith Burns, Cimpr

MarketBeat

Applied Optoelectronics Eyes 800G Ramp as Data Center Demand Tops Capacity Into 2027

Applied Optoelectronics (NASDAQ:AAOI) expects a sharp second-half ramp in its data center optics business as demand for higher-speed transceivers continues to outstrip the company’s manufacturing capacity, Chief Strategy Officer and Chief Financial Officer Dr. Stefan Murry said at Needham’s 21st Ann

MarketBeat

Amplitude CFO Touts Statsig Deal, AI Agents as Growth Engines

Amplitude (NASDAQ:AMPL) Chief Financial Officer Andrew Casey outlined the company’s platform strategy, its agreement involving Statsig assets and customers, and its push into AI-enabled product development during a Needham fireside chat hosted by senior analyst Scott Berg. Casey said Amplitude was

MarketBeat

Twilio Stock Just Got a New Street-High Price Target. Its Bull Case Is Credible, But Shares Aren’t Cheap.

The company’s recent customer conference highlights accelerating AI-driven product innovation, and a strong first-quarter results in $1.41 billion revenue.

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The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

Cadence Design Systems may be on the verge of its “ChatGPT moment,” as agentic AI promises to revolutionize chip design. Is now the time to invest in this stock?

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Reed Hastings Is Quitting at Netflix. Should You Quit NFLX Stock?

The leadership transition at Netflix signals a strategic shift and market jitters. Should investors reconsider their stance on the company's stock?

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Buy the Dip in Netflix Stock Now, Says JPMorgan

Netflix took a hit after its recent quarterly report due to a softer Q2 guidance. But a JPMorgan analyst thinks this pullback might be a buying opportunity.

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Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

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Why Needham Analysts Slashed Their Price Targets on IBM Stock Ahead of Earnings

IBM is seeing tempered targets from Needham as macro pressures linger, though growth and margins remain steady.

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Robinhood Will Help Run Trump Accounts for Kids. Does That Make HOOD Stock a Buy?

Serving as the brokerage and new trustee for Trump Accounts, does that make Robinhood a buy from here?

Barchart

Arm Is Making ‘Bold Moves’ with New In-House Chips and Wall Street Loves It. Why Needham Says You Should Buy ARM Stock Here.

Arm is suddenly being viewed as more than an IP licensor, as its new AGI CPU and rising AI data center relevance are pushing Wall Street to re-rate the stock.

Barchart

Dear Lumentum Stock Fans, Mark Your Calendars for March 23

Lumentum is set to join the S&P 500 index following skyrocketing performance over the past year.

Kiplinger

Stocks End Mixed as Risk-On Rally Falters Late: Stock Market Today

Uncertainty about the geopolitical situation continues to drive financial markets up and down.

Barchart

The Real Winner from Broadcom’s Q1 Earnings Is This 1 Lesser-Known Stock

Connectivity solutions provider Credo Technology surged robustly after Broadcom’s Q1 earnings.

Kiplinger

Iran Hits Gulf Tanker, Dow Drops 784 Points: Stock Market Today

Stocks sink and fear rises as the conflict in the Persian Gulf escalates toward total war.

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