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The Latest Breaking News from Needham

Google Just Gave This AI Infrastructure Stock a New $100 Million Growth Catalyst

Needham says Verizon's dark fiber partnership with Google could create more than $100 million in new revenue for Ciena, adding another catalyst to its AI growth story.

Barchart

CVNA Stock Is Dropping After a Record Quarter. Here's Why.

Carvana shares sank as muted full-year guidance takes center stage. Needham analysts recommend buying the post-earnings dip in CVNA stock.

Barchart

Dear Tempus AI Stock Fans, Mark Your Calendars for July 30

Tempus AI is set to report its Q2 results today. Investors will be watching.

Barchart

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Dear Robinhood Stock Fans, Mark Your Calendars for July 29

Investors will be watching the fine details of the print as Robinhood reports earnings for the second quarter on July 29.

Barchart

This Tiny AI Supplier Could Be More Important Than the Chipmakers

Vicor beat earnings estimates with backlog up 145% to $380 million, and Needham kept its Buy rating with a $320 target, implying about 50% upside despite the stock's muted reaction.

MarketBeat

Tesla Hits 11-Month Low: 'Patience Required,' Says Analyst

Tesla Inc (NASDAQ:TSLA) analysts are lowering their price targets after the company’s second-quarter results that saw earnings per share miss estimates and guidance for spending come in significantly higher moving forward.

Benzinga

SMCI Stock Soars as Super Micro Computer's Backlog Surpasses $60 Billion

Super Micro stock rallies on largely bullish preliminary Q4 earnings. Needham continues to see massive further upside in SMCI shares.

Barchart

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Why Needham Just Raised Its Palo Alto Stock Price Target by More Than 20%

Needham raised its price target on cybersecurity giant Palo Alto Networks by over 20%. Here’s what’s driving the brokerage’s growing confidence.

Barchart

SpaceX Analyst Sees 64% Upside to Stock: ‘Vertical Integration at Civilization Scale’

The highly anticipated SpaceX (NASDAQ:SPCX) IPO was one of the most talked about events in June. A month later, analysts lined up to provide initial coverage on the space stock.

Benzinga

4 Reasons BTIG Is Buying Robinhood Stock Right Now

BTIG cites four solid reasons to be bullish on Robinhood in the present environment.

Barchart

QNT Stock Alert: Here's Why Quantinuum Just Scored Multiple 'Buy' Ratings

Quantinuum stock rips higher as Wall Street analysts assign bullish price targets after the post-IPO quiet period. Here’s how high QNT shares could realistically fly in 2026.

Barchart

Nvidia’s Massive Telecom Project Could Be the Next Big Catalyst for Ciena Stock

Ciena stock already has AI-driven momentum, and a new multi-billion-dollar telecom networking project reportedly backed by Nvidia could create another powerful growth catalyst.

Barchart

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?

Barchart

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.

Barchart

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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

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.

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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.

MarketBeat

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

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