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
9/17/2026	GNRC Generac	Reiterated Rating	$207.00	$283.00	Buy ➝ Buy
9/17/2026	MDT Medtronic	Reiterated Rating	$93.00		Buy ➝ Buy
9/17/2026	CRM Salesforce	Reiterated Rating	$245.00		Buy ➝ Buy
9/17/2026	CIEN Ciena	Reiterated Rating	$349.00	$520.00	Buy ➝ Buy
9/17/2026	P Everpure	Initiated Coverage	$103.00	$140.00	Buy ➝ Buy
9/17/2026	ON onsemi	Reiterated Rating	$69.00	$116.00	Buy ➝ Buy
9/17/2026	VITL Vital Farms	Reiterated Rating	$11.00	$14.00	Buy ➝ Buy
9/17/2026	FLNC Fluence Energy	Reiterated Rating	$8.00		Hold ➝ Hold
9/16/2026	EFX Equifax	Reiterated Rating	$162.00		Buy ➝ Buy
9/16/2026	SMWB Similarweb	Upgrade	$8.00	$11.00	Hold ➝ Buy
9/16/2026	AFRM Affirm	Set Price Target	$71.00	$85.00
9/16/2026	RCKT Rocket Pharmaceuticals	Upgrade	$4.00	$9.00	Hold ➝ Buy
9/15/2026	VCYT Veracyte	Reiterated Rating	$41.00		Buy ➝ Buy
9/15/2026	TDY Teledyne Technologies	Boost Price Target	$603.00	$750.00 ➝ $760.00	Buy ➝ Buy
9/15/2026	ZBRA Zebra Technologies	Boost Price Target	$346.00	$410.00 ➝ $435.00	Buy ➝ Buy
9/15/2026	ALC Alcon	Reiterated Rating	$65.00	$98.00	Buy ➝ Buy
9/15/2026	SEI Solaris Energy Infrastructure	Boost Price Target	$68.00	$98.00 ➝ $104.00	Buy ➝ Buy
9/15/2026	CGNX Cognex	Reiterated Rating	$61.00	$80.00	Buy ➝ Buy
9/15/2026	SYM Symbotic	Lower Price Target	C$45.00	C$75.00 ➝ C$60.00	Buy ➝ Buy
9/15/2026	ELMT Elmet Group	Boost Price Target	$23.00	$21.00 ➝ $25.00	Buy ➝ Buy
9/15/2026	BLCO Bausch + Lomb	Reiterated Rating	$17.00		Hold ➝ Hold
9/15/2026	EOSE Eos Energy Enterprises	Lower Price Target	$4.00	$11.00 ➝ $10.00	Buy ➝ Buy
9/15/2026	NEOV NeoVolta	Reiterated Rating	$4.00	$8.00	Buy ➝ Buy
9/14/2026	DFTX Definium Therapeutics	Reiterated Rating	$38.00	$66.00	Buy ➝ Buy
9/14/2026	AZTA Azenta	Reiterated Rating	$34.00	$37.00	Buy ➝ Buy
9/14/2026	ONDS Ondas	Reiterated Rating	$7.00	$19.00	Buy ➝ Buy
9/14/2026	GSIT GSI Technology	Initiated Coverage	$5.00	$9.00	Buy
9/14/2026	IFRX InflaRx	Initiated Coverage	$2.00	$8.00	Buy
9/11/2026	TMDX TransMedics Group	Reiterated Rating	$86.00		Buy ➝ Buy
9/11/2026	NOW ServiceNow	Boost Price Target	$139.00	$115.00 ➝ $155.00	Buy ➝ Buy
9/11/2026	OMDA Omada Health	Reiterated Rating	$20.00	$28.00	Buy ➝ Buy
9/11/2026	NU NU	Reiterated Rating	$14.00	$19.00	Buy ➝ Buy
9/11/2026	LYEL Lyell Immunopharma	Reiterated Rating	$11.00	$44.00	Buy ➝ Buy
9/11/2026	ACVA ACV Auctions	Downgrade	$10.00		Buy ➝ Hold
9/10/2026	NAVN Navan	Reiterated Rating	$22.00		Buy ➝ Buy
9/10/2026	CAT Caterpillar	Set Price Target	$796.00	$980.00
9/10/2026	AVAV AeroVironment	Reiterated Rating	$165.00	$225.00	Buy ➝ Buy
9/10/2026	COO Cooper Companies	Lower Price Target	$54.00	$86.00 ➝ $73.00	Buy ➝ Buy
9/10/2026	CHWY Chewy	Reiterated Rating	$21.00		Hold ➝ Hold
9/10/2026	BLZE Backblaze	Reiterated Rating	$14.00	$23.00	Buy ➝ Buy
9/9/2026	KDK Kodiak AI	Initiated Coverage	$4.00	$8.00	Buy
9/9/2026	TTAN ServiceTitan	Reiterated Rating	$55.00	$100.00	Buy ➝ Buy
9/9/2026	BRZE Braze	Reiterated Rating	$25.00	$50.00	Buy ➝ Buy
9/9/2026	VRNS Varonis Systems	Boost Price Target	$48.00	$50.00 ➝ $55.00	Buy ➝ Buy
9/9/2026	IONQ IonQ	Reiterated Rating	$41.00	$65.00	Buy ➝ Buy
9/9/2026	BNED Barnes & Noble Education	Reiterated Rating	$11.00	$16.00	Buy ➝ Buy
9/9/2026	KDK Kodiak AI	Initiated Coverage	$4.00	$8.00	Buy
9/8/2026	AAPL Apple	Reiterated Rating	$337.00		Hold ➝ Hold
9/8/2026	SECZ Securitize	Initiated Coverage	$9.00	$11.00	Buy
9/8/2026	ODD ODDITY Tech	Reiterated Rating	$19.00		Hold ➝ Hold
9/8/2026	BCRX BioCryst Pharmaceuticals	Reiterated Rating	$9.00	$16.00	Buy ➝ Buy
9/8/2026	SECZ Securitize	Initiated Coverage	$9.00	$11.00	Buy
9/4/2026	AMBA Ambarella	Reiterated Rating	$68.00		Buy ➝ Buy
9/4/2026	NVDA NVIDIA	Reiterated Rating	$220.00	$300.00	Buy ➝ Buy
9/4/2026	GWRE Guidewire Software	Reiterated Rating	$145.00		Hold ➝ Hold
9/4/2026	ZS Zscaler	Boost Price Target	$197.00	$180.00 ➝ $215.00	Buy ➝ Buy
9/4/2026	LULU lululemon athletica	Reiterated Rating	$99.00		Hold ➝ Hold
9/4/2026	DOCU Docusign	Reiterated Rating	$71.00		Hold ➝ Hold
9/4/2026	IONS Ionis Pharmaceuticals	Reiterated Rating	$47.00	$86.00	Buy ➝ Buy
9/4/2026	PL Planet Labs PBC	Lower Price Target	$17.00	$53.00 ➝ $40.00	Buy ➝ Buy
9/3/2026	MGNI Magnite	Boost Price Target	$25.00	$25.00 ➝ $30.00	Buy ➝ Buy
9/3/2026	SNOW Snowflake	Boost Price Target	$339.00	$330.00 ➝ $450.00	Buy ➝ Buy
9/3/2026	PATH UiPath	Boost Price Target	$14.00	$15.00 ➝ $22.00	Buy ➝ Buy
9/3/2026	AI C3.ai	Reiterated Rating	$11.00		Hold ➝ Hold
9/3/2026	CIEN Ciena	Lower Price Target	$349.00	$600.00 ➝ $520.00	Buy ➝ Buy
9/3/2026	CRWD CrowdStrike	Reiterated Rating	$246.00	$250.00	Buy ➝ Buy
9/3/2026	FROG JFrog	Reiterated Rating	$94.00	$115.00	Buy ➝ Buy
9/3/2026	PVH PVH	Lower Price Target	$74.00	$102.00 ➝ $95.00	Buy ➝ Buy
9/3/2026	CHPT ChargePoint	Reiterated Rating	$10.00		Hold ➝ Hold
9/2/2026	KVYO Klaviyo	Reiterated Rating	$16.00		Buy ➝ Buy
9/2/2026	AXON Axon Enterprise	Reiterated Rating	$452.00		Buy ➝ Buy
9/2/2026	MDB MongoDB	Reiterated Rating	$395.00	$430.00	Buy ➝ Buy
9/2/2026	PANW Palo Alto Networks	Reiterated Rating	$376.00	$425.00	Buy ➝ Buy
9/2/2026	CRM Salesforce	Reiterated Rating	$245.00	$400.00	Buy ➝ Buy
9/2/2026	SEI Solaris Energy Infrastructure	Reiterated Rating	$68.00	$98.00	Buy ➝ Buy
9/2/2026	ATRC AtriCure	Boost Price Target	$59.00	$45.00 ➝ $64.00	Buy ➝ Buy
9/2/2026	GTLB GitLab	Boost Price Target	$50.00	$38.00 ➝ $65.00	Buy ➝ Buy
9/1/2026	GLBE Global-e Online	Reiterated Rating	$39.00	$47.00	Buy ➝ Buy
9/1/2026	RDVT Red Violet	Initiated Coverage	$79.00	$90.00	Buy
9/1/2026	RDVT Red Violet	Initiated Coverage	$79.00	$90.00	Buy
8/31/2026	AIRJ AirJoule Technologies	Initiated Coverage	$4.00		Hold
8/31/2026	RVMD Revolution Medicines	Boost Price Target	$196.00	$240.00 ➝ $275.00	Buy ➝ Buy
8/31/2026	CRSP CRISPR Therapeutics	Reiterated Rating	$57.00	$82.00	Buy ➝ Buy
8/31/2026	MPLT Maplight Therapeutics	Lower Price Target	$11.00	$45.00 ➝ $43.00	Buy ➝ Buy
8/31/2026	PHR Phreesia	Reiterated Rating	$10.00	$14.00	Buy ➝ Buy
8/31/2026	BW Babcock	Initiated Coverage	$7.00	$20.00	Buy
8/28/2026	ESTC Elastic	Reiterated Rating	$89.00		Hold ➝ Hold
8/28/2026	AFRM Affirm	Boost Price Target	$71.00	$90.00 ➝ $100.00	Buy ➝ Buy
8/28/2026	MRVL Marvell Technology	Boost Price Target	$242.00	$270.00 ➝ $300.00	Buy ➝ Buy
8/28/2026	WDAY Workday	Boost Price Target	$199.00	$180.00 ➝ $230.00	Buy ➝ Buy
8/28/2026	RNG RingCentral	Boost Price Target	$74.00	$55.00 ➝ $85.00	Buy ➝ Buy
8/28/2026	S SentinelOne	Boost Price Target	$23.00	$20.00 ➝ $26.00	Buy ➝ Buy
8/27/2026	VEEV Veeva Systems	Boost Price Target	$265.00	$270.00 ➝ $310.00	Buy ➝ Buy
8/27/2026	META Meta Platforms	Reiterated Rating	$677.00		Hold ➝ Hold
8/27/2026	SNPS Synopsys	Reiterated Rating	$379.00	$580.00	Buy ➝ Buy
8/27/2026	NVDA NVIDIA	Boost Price Target	$220.00	$270.00 ➝ $300.00	Buy ➝ Buy
8/27/2026	CRM Salesforce	Reiterated Rating	$245.00	$400.00	Buy ➝ Buy
8/27/2026	CRWD CrowdStrike	Boost Price Target	$246.00	$235.00 ➝ $250.00	Buy ➝ Buy
8/27/2026	OKTA Okta	Boost Price Target	$192.00	$140.00 ➝ $200.00	Buy ➝ Buy
8/27/2026	P Everpure	Boost Price Target	$103.00	$100.00 ➝ $140.00	Buy ➝ Buy