Needham & Company LLC Stock Recommendations and Price Targets

This is a list of recent ratings by Needham & Company LLC.

Date	Company Name	Action	Current Price	Price Target	Rating
2/2/2026	SOFI SoFi Technologies	Lower Price Target	$23.00	$36.00 ➝ $33.00	Buy ➝ Buy
1/30/2026	AAPL Apple	Reiterated Rating	$265.00		Hold ➝ Hold
1/30/2026	GMED Globus Medical	Upgrade	$90.00	$112.00	Hold ➝ Buy
1/30/2026	VITL Vital Farms	Reiterated Rating	$28.00	$45.00	Buy ➝ Buy
1/30/2026	AX Axos Financial	Boost Price Target	$100.00	$107.00 ➝ $110.00	Buy ➝ Buy
1/30/2026	KLAC KLA	Reiterated Rating	$1,412.00	$1,800.00	Buy ➝ Buy
1/30/2026	SYK Stryker	Boost Price Target	$368.00	$448.00 ➝ $454.00	Buy ➝ Buy
1/30/2026	AVAV AeroVironment	Reiterated Rating	$268.00	$450.00	Buy ➝ Buy
1/30/2026	DECK Deckers Outdoor	Boost Price Target	$114.00	$115.00 ➝ $138.00	Buy ➝ Buy
1/30/2026	PLXS Plexus	Boost Price Target	$205.00	$165.00 ➝ $206.00	Buy ➝ Buy
1/29/2026	ALGM Allegro MicroSystems	Boost Price Target	$38.00	$37.00 ➝ $41.00	Buy ➝ Buy
1/29/2026	CALX Calix	Lower Price Target	$48.00	$82.00 ➝ $70.00	Buy ➝ Buy
1/29/2026	AMPX Amprius Technologies	Initiated Coverage	$12.00	$20.00	Buy
1/29/2026	QBTS D-Wave Quantum	Reiterated Rating	$20.00	$48.00	Buy ➝ Buy
1/29/2026	LRCX Lam Research	Boost Price Target	$239.00	$250.00 ➝ $300.00	Buy ➝ Buy
1/29/2026	NOW ServiceNow	Reiterated Rating	$121.00	$155.00	Buy ➝ Buy
1/29/2026	TSLA Tesla	Reiterated Rating	$419.00		Hold ➝ Hold
1/29/2026	FICO Fair Isaac	Reiterated Rating	$1,454.00	$1,975.00	Buy ➝ Buy
1/29/2026	META Meta Platforms	Reiterated Rating	$708.00		Hold ➝ Hold
1/29/2026	NRIX Nurix Therapeutics	Reiterated Rating	$17.00	$26.00	Buy ➝ Buy
1/29/2026	EXTR Extreme Networks	Lower Price Target	$15.00	$24.00 ➝ $21.00	Buy ➝ Buy
1/29/2026	NXT Nextpower	Boost Price Target	$116.00	$103.00 ➝ $138.00	Buy ➝ Buy
1/29/2026	LEVI Levi Strauss & Co.	Reiterated Rating	$20.00	$28.00	Buy ➝ Buy
1/29/2026	VIAV Viavi Solutions	Boost Price Target	$26.00	$24.00 ➝ $28.00	Buy ➝ Buy
1/29/2026	CNMD CONMED	Reiterated Rating	$39.00		Hold ➝ Hold
1/29/2026	AMPX Amprius Technologies	Initiated Coverage	$12.00	$20.00	Buy
1/29/2026	DCBO Docebo	Reiterated Rating	$20.00	$38.00	Buy ➝ Buy
1/28/2026	PANW Palo Alto Networks	Reiterated Rating	$177.00	$230.00	Buy ➝ Buy
1/28/2026	HOOD Robinhood Markets	Reiterated Rating	$91.00	$135.00	Buy ➝ Buy
1/28/2026	FFIV F5	Reiterated Rating	$278.00		Hold ➝ Hold
1/28/2026	ONON ON	Reiterated Rating	$45.00	$52.00	Buy ➝ Buy
1/27/2026	TFX Teleflex	Upgrade	$104.00	$138.00	Hold ➝ Buy
1/27/2026	AFRM Affirm	Upgrade	$62.00	$100.00	Hold ➝ Buy
1/27/2026	AGYS Agilysys	Reiterated Rating	$89.00	$140.00	Buy ➝ Buy
1/27/2026	IONQ IonQ	Reiterated Rating	$38.00	$80.00	Buy ➝ Buy
1/26/2026	SKYT SkyWater Technology	Downgrade	$31.00		Buy ➝ Hold
1/26/2026	APP AppLovin	Upgrade	$486.00	$700.00	Hold ➝ Buy
1/26/2026	ARQT Arcutis Biotherapeutics	Boost Price Target	$25.00	$30.00 ➝ $31.00	Buy ➝ Buy
1/26/2026	CRWV CoreWeave	Reiterated Rating	$91.00		Hold ➝ Hold
1/26/2026	GOOGL Alphabet	Reiterated Rating	$342.00	$330.00	Buy ➝ Buy
1/23/2026	INTC Intel	Reiterated Rating	$49.00		Hold ➝ Hold
1/23/2026	MBLY Mobileye Global	Lower Price Target	$9.00	$18.00 ➝ $16.00	Buy ➝ Buy
1/22/2026	MKSI MKS	Boost Price Target	$236.00	$210.00 ➝ $260.00	Buy ➝ Buy
1/22/2026	OMDA Omada Health	Reiterated Rating	$14.00	$28.00	Buy ➝ Buy
1/22/2026	TDY Teledyne Technologies	Boost Price Target	$612.00	$615.00 ➝ $700.00	Buy ➝ Buy
1/22/2026	QBTS D-Wave Quantum	Reiterated Rating	$20.00	$48.00	Buy ➝ Buy
1/21/2026	VSAT Viasat	Reiterated Rating	$46.00	$45.00	Buy ➝ Buy
1/21/2026	NFLX Netflix	Lower Price Target	$84.00	$150.00 ➝ $120.00	Buy ➝ Buy
1/20/2026	UCTT Ultra Clean	Boost Price Target	$46.00	$35.00 ➝ $50.00	Buy ➝ Buy
1/20/2026	ONTO Onto Innovation	Boost Price Target	$201.00	$200.00 ➝ $260.00	Buy ➝ Buy
1/20/2026	LRCX Lam Research	Reiterated Rating	$239.00	$160.00 ➝ $250.00	Buy ➝ Buy
1/20/2026	KLAC KLA	Boost Price Target	$1,412.00	$1,350.00 ➝ $1,800.00	Buy ➝ Buy
1/20/2026	ENTG Entegris	Reiterated Rating	$120.00		Moderate Buy ➝ Strong-Buy
1/20/2026	AMAT Applied Materials	Boost Price Target	$329.00	$260.00 ➝ $390.00	Buy ➝ Buy
1/20/2026	AXTI AXT	Downgrade	$22.00		Buy ➝ Hold
1/20/2026	ICHR Ichor	Upgrade	$31.00	$36.00	Hold ➝ Buy
1/20/2026	ONDS Ondas	Boost Price Target	$10.00	$12.00 ➝ $17.00	Buy ➝ Buy
1/20/2026	CLH Clean Harbors	Boost Price Target	$261.00	$255.00 ➝ $290.00	Buy ➝ Buy
1/20/2026	ALLT Allot	Reiterated Rating	$10.00	$12.50	Buy ➝ Buy
1/20/2026	RIOT Riot Platforms	Boost Price Target	$15.00	$28.00 ➝ $30.00	Buy ➝ Buy
1/20/2026	KLIC Kulicke and Soffa Industries	Boost Price Target	$57.00	$57.00 ➝ $64.00	Buy ➝ Buy
1/20/2026	KLAC KLA	Boost Price Target	$1,412.00	$1,350.00 ➝ $1,800.00	Buy ➝ Buy
1/20/2026	ENTG Entegris	Boost Price Target	$120.00	$100.00 ➝ $150.00	Buy ➝ Buy
1/20/2026	CAMT Camtek	Boost Price Target	$145.00	$135.00 ➝ $160.00	Buy ➝ Buy
1/20/2026	AMAT Applied Materials	Boost Price Target	$329.00	$260.00 ➝ $390.00	Buy ➝ Buy
1/20/2026	MDB MongoDB	Reiterated Rating	$376.00	$500.00	Buy ➝ Buy
1/16/2026	BHE Benchmark Electronics	Boost Price Target	$54.00	$47.00 ➝ $55.00	Buy ➝ Buy
1/16/2026	HUT Hut 8	Reiterated Rating	$56.00	$60.00	Buy ➝ Buy
1/16/2026	AX Axos Financial	Reiterated Rating	$100.00	$107.00	Buy ➝ Buy
1/16/2026	AEIS Advanced Energy Industries	Boost Price Target	$262.00	$225.00 ➝ $290.00	Buy ➝ Buy
1/16/2026	PI Impinj	Reiterated Rating	$148.00	$255.00	Buy ➝ Buy
1/16/2026	PEN Penumbra	Downgrade	$358.00		Buy ➝ Hold
1/16/2026	CECO CECO Environmental	Boost Price Target	$68.00	$70.00 ➝ $75.00	Buy ➝ Buy
1/15/2026	BSX Boston Scientific	Reiterated Rating	$93.00		Buy ➝ Buy
1/15/2026	TSM Taiwan Semiconductor Manufacturing	Boost Price Target	$342.00	$360.00 ➝ $410.00	Buy ➝ Buy
1/15/2026	PTRN Pattern Group	Reiterated Rating	$14.00	$22.00	Buy ➝ Buy
1/15/2026	BETA BETA Technologies	Reiterated Rating	$21.00	$34.00	Buy ➝ Buy
1/14/2026	BELFB Bel Fuse	Boost Price Target	$210.00	$168.00 ➝ $212.00	Buy ➝ Buy
1/14/2026	DFIN Donnelley Financial Solutions	Reiterated Rating	$52.00	$57.00	Buy ➝ Buy
1/14/2026	BRZE Braze	Reiterated Rating	$22.00	$50.00	Buy ➝ Buy
1/14/2026	SLDP Solid Power	Reiterated Rating	$4.00	$7.00	Buy ➝ Buy
1/14/2026	GKOS Glaukos	Reiterated Rating	$119.00	$125.00	Buy ➝ Buy
1/14/2026	ACHR Archer Aviation	Reiterated Rating	$7.00	$10.00	Buy ➝ Buy
1/14/2026	SLDB Solid Biosciences	Reiterated Rating	$6.00	$16.00	Buy ➝ Buy
1/13/2026	LASR nLight	Boost Price Target	$49.00	$39.00 ➝ $48.00	Buy ➝ Buy
1/13/2026	UMAC Unusual Machines	Reiterated Rating	$13.00	$20.00	Buy ➝ Buy
1/13/2026	RCAT Red Cat	Boost Price Target	$13.00	$12.00 ➝ $16.00	Buy ➝ Buy
1/13/2026	APLS Apellis Pharmaceuticals	Lower Price Target	$23.00	$29.00 ➝ $28.00	Buy ➝ Buy
1/13/2026	MREO Mereo BioPharma Group	Lower Price Target	$0.00	$5.00 ➝ $3.00	Buy ➝ Buy
1/13/2026	MKSI MKS	Boost Price Target	$236.00	$170.00 ➝ $210.00	Buy ➝ Buy
1/13/2026	TTMI TTM Technologies	Boost Price Target	$103.00	$79.00 ➝ $105.00	Buy ➝ Buy
1/12/2026	JAZZ Jazz Pharmaceuticals	Boost Price Target	$167.00	$210.00 ➝ $235.00	Buy ➝ Buy
1/12/2026	TXG 10x Genomics	Set Price Target	$20.00	$21.00
1/12/2026	IRTC iRhythm Technologies	Reiterated Rating	$157.00	$244.00	Buy ➝ Buy
1/12/2026	AUTL Autolus Therapeutics	Lower Price Target	$1.00	$11.00 ➝ $10.00	Buy ➝ Buy
1/12/2026	NEO NeoGenomics	Reiterated Rating	$12.00	$14.00	Buy ➝ Buy
1/12/2026	ESTA Establishment Labs	Reiterated Rating	$73.00	$84.00	Buy ➝ Buy
1/12/2026	ATEC Alphatec	Reiterated Rating	$15.00	$22.00	Buy ➝ Buy
1/12/2026	PENG Penguin Solutions	Reiterated Rating	$20.00	$25.00	Buy
1/12/2026	GNRC Generac	Initiated Coverage	$169.00	$211.00	Buy