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The Latest Breaking News from Needham

Needham analyst Mike Cikos spoke to Datadog, Inc (NASDAQ: DDOG) to recap the ability to sustain growth in a challenging economy and a deeper dive into the consumption elements of Datadog's revenue model.

Benzinga

Here's How Analysts View Braze Post Q1 Beat

Analysts acknowledged Braze, Inc's (NASDAQ:BRZE) Q1 beat amid macro headwinds. Piper Sandler analyst Brent Bracelin maintained Braze with an Overweight and cut the price target from $65 to $42 based on lower growth assumptions given increasing external risks. Despite increasing macro headwinds, BRZE delivered another strong quarter. Increasing investments in direct-to-consumer (DTC) and first-party data stacks have…

Benzinga

Read Needham's Views On Braze, EPAM, MongoDB

Needham offered its take on three software & services companies.

Benzinga

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Analysts Consider CRISPR Therapeutics' Blood Disorder Trial Data Encouraging, Impressive

CRISPR Therapeutics (NASDAQ: CRSP) presented results from its ongoing Phase 1 COBALT-LYM CTX130 (exa-cel) trial, an allogeneic CAR-T cell therapy targeting CD70 for solid tumors and certain hematologic malignancies.

Benzinga

Here's What It Will Take For Netflix To Win Streaming War

Analysts grow cautious regarding Netflix, Inc (NASDAQ:NFLX) over brewing competition in the post-Covid world. Needham analyst Laura Martin saw Netflix as unlikely to win the Streaming Wars pending launch of a lower-priced ad-driven tier, adding Sports and News content, bundling with other products, and acquiring an extensive film and TV content library. Every major streaming competitor does one or…

Benzinga

Needham Recommends Every Portfolio Should Stock Up On Innovid - Read Why

Needham analyst Laura Martin re-rated Innovid Corp (NYSE: CTV), justifying why every portfolio should contain the shares.

Benzinga

Here's Why Needham Is Bullish On This Pet Retailer

Needham analyst Anna Andreeva said she does not see any trade down in Petco Health And Wellness Company Inc (NASDAQ: WOOF) as it continues to pass through inflation successfully.

Benzinga

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7 Coupa Software Analysts React To Q1 Earnings Beat: 'Lots Of Noise Around Billings'

Coupa Software Inc (NASDAQ: COUP) shares traded higher by 1.8% on Tuesday after the company reported strong earnings numbers and record subscription revenues in the first quarter.

Benzinga

Read Needham's Take On Disney in Brief

Needham analyst Laura Martin reiterated a Hold rating on Walt Disney Company (NYSE:DIS) while raising her FY22 EPS view to $4.05 from $3.72 in a note titled "DIS's Parks have Superpowers." Martin added $1.66 billion to her forecast for Operating Income for the Parks segment for Q2, doubling estimates to $3.3 billion on better than…

Benzinga

5 CrowdStrike Analysts React To Q1 Earnings Beat, Guidance Hike, Potential Hiring Ramp

CrowdStrike Holdings Inc (NASDAQ: CRWD) shares traded down by 6.2% on Friday after the company reported a first-quarter earnings beat and raised its full-year guidance.

Benzinga

Here's Why Analysts Had Mixed Opinions On C3.ai Post Q4 Results

Analyst opinions remained mixed about C3.ai, Inc (NYSE:AI) following its dismal FY23 guidance despite a Q4 beat. Piper Sandler analyst Arvind Ramnani downgraded C3.ai from Overweight to Neutral and slashed the price target from $28 to $15. The re-rating reflected lackluster guidance triggered by enterprise spending softness, slower customer growth, and a dismal demand. Ramnani noted the…

Benzinga

Read How Analysts Reacted To MongoDB Post Q1 Earnings Beat

Analysts appreciated MongoDB, Inc's (NASDAQ:MDB) Q1 beat but cut the price target to reflect macro headwinds. Needham analyst Mike Cikos maintained MongoDB with a Buy rating and lowered the price target from $362 to $310. The price target change reflected the declines in the broader stock market. Cikos acknowledged MongoDB's strong 1QF23 feat outperforming guidance and expectations.…

Benzinga

9 Salesforce Analysts React To Q1 Earnings Beat: 'Next Quality Software GARP Stock'

Salesforce Inc (NYSE: CRM) shares jumped Wednesday morning after the company reported first-quarter earnings and raised its profit forecast.

Benzinga

Here's Why CarGurus Made It To Needham's Conviction List

Needham analyst Chris Pierce reiterated a Buy rating and $40 (53.4% upside) target post-CarGurus, Inc's (NASDAQ:CARG) Investor Day and added it to the Needham Conviction List (replacing ACV Auctions Inc (NASDAQ: ACVA)). Pierce cited increased confidence in the growth of the dealer-facing subscription business and multiple tailwinds supporting share gains in wholesale. He saw better monetization of…

Benzinga

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Here's How Needham Views Salesforce, UiPath, Phreesia, Veeva Ahead Of Quarterly Results

April quarter earnings continue this week in Needham's broader Enterprise Software space with Salesforce, Inc (NYSE: CRM), UiPath, Inc (NYSE: PATH), Phreesia In

Benzinga

Analysts See Zscaler Benefiting From Economic Slowdown, Cloud Transition Post Q3 Beat

Analysts expressed the reasons behind their optimism on Zscaler, Inc (NASDAQ:ZS) post Q3 beat. Needham analyst Alex Henderson maintained a Strong Buy rating on Zscaler and set a price target of $185. Zscaler delivered a strong Q3, easily beating street estimates, and guided well ahead of Street forecasts for the July quarter. RPO growth of 83%,…

Benzinga

Here's How Needham Views Sprout Social's Collaboration With TikTok

On May 26, Sprout Social, Inc (NASDAQ:SPT) announced its content marketing integration with TikTok, which has been in the works. It represents the latest platform integration, with one of the ten most prominent social media networks globally. Needham analyst Scott Berg believes that the integration expands SPT’s strategic reach in the social media marketing…

Benzinga

Benzinga's Top Ratings Upgrades, Downgrades For May 27, 2022

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Needham Is 'More Optimistic' on WalkMe's Value Proposition After Q1 Performance - Read Why

Needham analyst Scott Berg maintained WalkMe Ltd (NASDAQ:WKME) with a Buy and lowered the price target from $40 to $20 (132.3% upside) post Q1 FY22 results. Berg attended WalkMe's first Analyst Day, becoming more optimistic about its value proposition and ability to become a more strategic partner with customers. Also Read: Here's How KeyBanc Rates WalkMe Post…

Benzinga

Zoom Beats Estimates, But Could Have Rough Year: What 8 Analysts Have To Say

Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company.

Benzinga

10 Biggest Price Target Changes For Tuesday

Needham reduced WalkMe Ltd. (NASDAQ: WKME) price target from $40 to $20. WalkMe shares dropped 8.1% to close at $12.20 on Monday.

Benzinga

Here's How Needham Views Block After Its Analyst Day

Mayank Tandon from Needham has reiterated a Buy on Block, Inc (NYSE:SQ) with a price target of $135 (65.9% upside). Last week, Tandon attended SQ's virtual analyst day. Management laid out its view of the company's bright future given the numerous growth drivers in the Seller and Cash App ecosystems, compelling LT unit economics for each…

Benzinga

Government Infrastructure Bills Drive High-Growth Expectations For Fiber-Optics Telecom Clearfield (CLFD)

Telecommunications company Clearfield Inc. (NASDAQ: CLFD) recently reported fiscal second-quarter revenues grew 80 percent and earnings were up 154 percent when compared with the same period last year.

Benzinga

Why Needham Is Concerned About Competition Despite Promising Pipeline For This MedTech Stock

Needham believes the most meaningful announcements for Cardiovascular Systems Inc (NASDAQ: CSII) over the last 18 months could be: Partnership with Innova Vascular to develop a portfolio of thrombectomy devices.

Benzinga

7 Walt Disney Analysts React To Q2 Earnings Miss, Subscriber Beat, Ongoing Asia Weakness

Walt Disney Co (NYSE: DIS) shares traded lower by 3.7% on Thursday after the company reported first-quarter earnings and said ongoing COVID-19 disruptions are weighing on its Asia theme park business.

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