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
8/3/2026	MH McGraw Hill	Reiterated Rating	$12.00	$19.00	Buy ➝ Buy
8/3/2026	PRLB Proto Labs	Upgrade	$81.00	$87.00	Hold ➝ Buy
8/3/2026	TMDX TransMedics Group	Lower Price Target	$82.00	$142.00 ➝ $106.00	Buy ➝ Buy
7/31/2026	MPWR Monolithic Power Systems	Boost Price Target	$1,344.00	$1,750.00 ➝ $2,000.00	Buy ➝ Buy
7/31/2026	BETR Better Home & Finance	Reiterated Rating	$27.00	$35.00	Buy ➝ Buy
7/31/2026	RBLX Roblox	Lower Price Target	$37.00	$60.00 ➝ $50.00	Buy ➝ Buy
7/31/2026	DFIN Donnelley Financial Solutions	Boost Price Target	$49.00	$57.00 ➝ $60.00	Buy ➝ Buy
7/31/2026	COHU Cohu	Boost Price Target	$49.00	$54.00 ➝ $65.00	Buy ➝ Buy
7/31/2026	OLED Universal Display	Lower Price Target	$80.00	$120.00 ➝ $100.00	Buy ➝ Buy
7/31/2026	GDYN Grid Dynamics	Boost Price Target	$7.00	$8.00 ➝ $10.00	Buy ➝ Buy
7/31/2026	VCYT Veracyte	Boost Price Target	$45.00	$57.00 ➝ $69.00	Buy ➝ Buy
7/31/2026	RACE Ferrari	Upgrade	$401.00		Neutral
7/31/2026	TFX Teleflex	Boost Price Target	$140.00	$147.00 ➝ $159.00	Buy ➝ Buy
7/31/2026	BIOA BioAge Labs	Lower Price Target	$11.00	$50.00 ➝ $35.00	Buy ➝ Buy
7/31/2026	RIVN Rivian Automotive	Reiterated Rating	$15.00	$23.00	Buy ➝ Buy
7/31/2026	TEM Tempus AI	Reiterated Rating	$46.00	$75.00	Buy ➝ Buy
7/31/2026	AXTI AXT	Upgrade	$69.00	$90.00	Hold ➝ Buy
7/31/2026	MMSI Merit Medical Systems	Boost Price Target	$86.00	$90.00 ➝ $101.00	Buy ➝ Buy
7/31/2026	AX Axos Financial	Boost Price Target	$104.00	$110.00 ➝ $128.00	Buy ➝ Buy
7/31/2026	SAH Sonic Automotive	Boost Price Target	$87.00	$90.00 ➝ $139.00	Buy ➝ Buy
7/31/2026	COIN Coinbase Global	Lower Price Target	$146.00	$220.00 ➝ $177.00	Buy ➝ Buy
7/31/2026	NBIX Neurocrine Biosciences	Boost Price Target	$166.00	$200.00 ➝ $204.00	Buy ➝ Buy
7/31/2026	AMZN Amazon.com	Reiterated Rating	$284.00	$300.00	Buy ➝ Buy
7/31/2026	AAPL Apple	Reiterated Rating	$303.00		Hold ➝ Hold
7/30/2026	ALGN Align Technology	Reiterated Rating	$173.00		Hold ➝ Hold
7/30/2026	SOFI SoFi Technologies	Lower Price Target	$18.00	$25.00 ➝ $24.00	Buy ➝ Buy
7/30/2026	RSI Rush Street Interactive	Boost Price Target	$28.00	$33.00 ➝ $36.00	Buy ➝ Buy
7/30/2026	PI Impinj	Lower Price Target	$161.00	$175.00 ➝ $168.00	Buy ➝ Buy
7/30/2026	GKOS Glaukos	Boost Price Target	$171.00	$150.00 ➝ $201.00	Buy ➝ Buy
7/30/2026	QTWO Q2	Boost Price Target	$62.00	$70.00 ➝ $75.00	Buy ➝ Buy
7/30/2026	CLH Clean Harbors	Boost Price Target	$311.00	$325.00 ➝ $390.00	Buy ➝ Buy
7/30/2026	UIS Unisys	Lower Price Target	$3.00	$6.00 ➝ $5.00	Buy ➝ Buy
7/30/2026	BCYC Bicycle Therapeutics	Lower Price Target	$4.00	$15.00 ➝ $14.00	Buy ➝ Buy
7/30/2026	STGW Stagwell	Boost Price Target	$9.00	$8.00 ➝ $10.00	Buy ➝ Buy
7/30/2026	PHAT Phathom Pharmaceuticals	Lower Price Target	$9.00	$28.00 ➝ $22.00	Buy ➝ Buy
7/30/2026	WAY Waystar	Reiterated Rating	$23.00	$33.00	Buy ➝ Buy
7/30/2026	TENB Tenable	Boost Price Target	$35.00	$30.00 ➝ $36.00	Buy ➝ Buy
7/30/2026	TREE LendingTree	Lower Price Target	$32.00	$60.00 ➝ $45.00	Buy ➝ Buy
7/30/2026	ALGM Allegro MicroSystems	Boost Price Target	$42.00	$55.00 ➝ $57.00	Buy ➝ Buy
7/30/2026	CVNA Carvana	Reiterated Rating	$66.00	$120.00	Buy ➝ Buy
7/30/2026	BHE Benchmark Electronics	Boost Price Target	$81.00	$80.00 ➝ $90.00	Buy ➝ Buy
7/30/2026	EEFT Euronet Worldwide	Boost Price Target	$73.00	$85.00 ➝ $90.00	Buy ➝ Buy
7/30/2026	HOOD Robinhood Markets	Lower Price Target	$90.00	$123.00 ➝ $120.00	Buy ➝ Buy
7/30/2026	ALNY Alnylam Pharmaceuticals	Lower Price Target	$220.00	$510.00 ➝ $357.00	Buy ➝ Buy
7/30/2026	ARM ARM	Reiterated Rating	$239.00	$255.00	Buy ➝ Buy
7/30/2026	SIMO Silicon Motion Technology	Boost Price Target	$252.00	$240.00 ➝ $355.00	Buy ➝ Buy
7/30/2026	LRCX Lam Research	Reiterated Rating	$295.00	$390.00	Buy ➝ Buy
7/30/2026	FICO Fair Isaac	Reiterated Rating	$1,045.00	$1,650.00	Buy ➝ Buy
7/29/2026	GNRC Generac	Boost Price Target	$201.00	$282.00 ➝ $283.00	Buy ➝ Buy
7/29/2026	CORZ Core Scientific	Boost Price Target	$23.00	$29.00 ➝ $35.00	Buy ➝ Buy
7/29/2026	NEO NeoGenomics	Boost Price Target	$16.00	$15.00 ➝ $19.00	Buy ➝ Buy
7/29/2026	VFC V.F.	Lower Price Target	$15.00	$25.00 ➝ $21.00	Buy ➝ Buy
7/29/2026	CSGP CoStar Group	Lower Price Target	$30.00	$50.00 ➝ $40.00	Buy ➝ Buy
7/29/2026	EXLS ExlService	Boost Price Target	$34.00	$40.00 ➝ $45.00	Buy ➝ Buy
7/29/2026	VRNS Varonis Systems	Boost Price Target	$41.00	$40.00 ➝ $50.00	Buy ➝ Buy
7/29/2026	TRU TransUnion	Boost Price Target	$80.00	$95.00 ➝ $100.00	Buy ➝ Buy
7/29/2026	ITRI Itron	Boost Price Target	$101.00	$116.00 ➝ $128.00	Buy ➝ Buy
7/29/2026	KLAC KLA	Reiterated Rating	$183.00	$270.00	Buy ➝ Buy
7/29/2026	NXPI NXP Semiconductors	Reiterated Rating	$224.00	$300.00	Buy ➝ Buy
7/28/2026	UPLD Upland Software	Reiterated Rating	$4.00	$10.00	Buy ➝ Buy
7/28/2026	FFIV F5	Reiterated Rating	$406.00		Hold ➝ Hold
7/28/2026	SPSC SPS Commerce	Reiterated Rating	$76.00		Buy ➝ Buy
7/28/2026	CIEN Ciena	Reiterated Rating	$391.00		Buy ➝ Buy
7/28/2026	TE T1 Energy	Lower Price Target	$5.00	$8.00 ➝ $7.00	Buy ➝ Buy
7/28/2026	NVTS Navitas Semiconductor	Reiterated Rating	$12.00	$21.00	Buy ➝ Buy
7/28/2026	CORZ Core Scientific	Reiterated Rating	$23.00	$29.00	Buy ➝ Buy
7/28/2026	APLD Applied Digital	Reiterated Rating	$29.00	$83.00	Buy ➝ Buy
7/28/2026	AMKR Amkor Technology	Reiterated Rating	$51.00	$90.00	Buy ➝ Buy
7/28/2026	AGYS Agilysys	Boost Price Target	$110.00	$120.00 ➝ $130.00	Buy ➝ Buy
7/28/2026	CDNS Cadence Design Systems	Reiterated Rating	$336.00	$400.00	Buy ➝ Buy
7/27/2026	LIME Neutron	Initiated Coverage	$28.00	$36.00	Buy
7/27/2026	TSM Taiwan Semiconductor Manufacturing	Boost Price Target	$407.00	$480.00 ➝ $530.00	Buy ➝ Buy
7/24/2026	SSNC SS&C Technologies	Reiterated Rating	$79.00	$90.00	Buy ➝ Buy
7/24/2026	INTC Intel	Reiterated Rating	$91.00		Hold ➝ Hold
7/24/2026	MBLY Mobileye Global	Reiterated Rating	$8.00	$13.00	Buy ➝ Buy
7/24/2026	BETR Better Home & Finance	Lower Price Target	$27.00	$53.00 ➝ $35.00	Buy ➝ Buy
7/24/2026	MXL MaxLinear	Boost Price Target	$67.00	$60.00 ➝ $100.00	Buy ➝ Buy
7/24/2026	DECK Deckers Outdoor	Lower Price Target	$99.00	$138.00 ➝ $125.00	Buy ➝ Buy
7/24/2026	CROX Crocs	Boost Price Target	$135.00	$132.00 ➝ $150.00	Buy ➝ Buy
7/23/2026	ADTN ADTRAN	Lower Price Target	$9.00	$18.00 ➝ $14.00	Buy ➝ Buy
7/23/2026	NOW ServiceNow	Reiterated Rating	$114.00	$115.00	Buy ➝ Buy
7/23/2026	PM Philip Morris International	Boost Price Target	$188.00	$200.00 ➝ $215.00	Buy ➝ Buy
7/23/2026	TSLA Tesla	Reiterated Rating	$322.00		Hold ➝ Hold
7/23/2026	TDY Teledyne Technologies	Boost Price Target	$671.00	$735.00 ➝ $750.00	Buy ➝ Buy
7/22/2026	ALOY REalloys	Lower Price Target	$10.00	$19.00 ➝ $16.00	Buy ➝ Buy
7/22/2026	IMMX Immix Biopharma	Initiated Coverage	$8.00	$21.00	Buy
7/22/2026	USAR USA Rare Earth	Lower Price Target	$16.00	$39.00 ➝ $33.00	Buy ➝ Buy
7/22/2026	SMCI Super Micro Computer	Boost Price Target	$29.00	$40.00 ➝ $46.00	Buy ➝ Buy
7/22/2026	EXTR Extreme Networks	Boost Price Target	$30.00	$26.00 ➝ $38.00	Buy ➝ Buy
7/22/2026	MP MP Materials	Lower Price Target	$44.00	$81.00 ➝ $73.00	Buy ➝ Buy
7/22/2026	AAOI Applied Optoelectronics	Lower Price Target	$110.00	$260.00 ➝ $220.00	Buy ➝ Buy
7/22/2026	EFX Equifax	Lower Price Target	$174.00	$265.00 ➝ $245.00	Buy ➝ Buy
7/22/2026	ANET Arista Networks	Boost Price Target	$185.00	$185.00 ➝ $200.00	Buy ➝ Buy
7/22/2026	FN Fabrinet	Lower Price Target	$456.00	$800.00 ➝ $650.00	Buy ➝ Buy
7/21/2026	VICR Vicor	Lower Price Target	$214.00	$400.00 ➝ $320.00	Buy ➝ Buy
7/21/2026	AMC AMC Entertainment	Set Price Target	$3.00	$3.50
7/21/2026	IREN IREN	Reiterated Rating	$40.00		Hold ➝ Hold
7/21/2026	PKE Park Aerospace	Reiterated Rating	$36.00	$43.00	Buy ➝ Buy
7/21/2026	HOOD Robinhood Markets	Boost Price Target	$90.00	$97.00 ➝ $123.00	Buy ➝ Buy
7/20/2026	HUT Hut 8	Boost Price Target	$112.00	$128.00 ➝ $145.00	Buy ➝ Buy