Needham & Company
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Needham on Lululemon (LULU): 'Numbers Moving Down Once Again As Visibility Remains Low'
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CIENA (CIEN) PT Lowered to $520 at Needham, 'We would be buyers on weakness'
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Magnite (MGNI) PT Raised to $30 at Needham
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Snowflake Inc. (SNOW) PT Raised to $450 at Needham
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UiPath Inc. (PATH) PT Raised to $22 at Needham
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Needham on c3.ai (AI): 'Turnaround Remains On-Track'
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Needham Reiterates Buy Rating on Klaviyo Inc (KVYO)
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AtriCure Inc. (ATRC) PT Raised to $64 at Needham
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GitLab Inc (GTLB) PT Raised to $65 at Needham
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Needham Reiterates Buy Rating on MongoDB (MDB)
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Needham on Axon Enterprise (AXON): 'we don't view ALPR as key for Axon to hit their 2026 guidance or 2028 financial targets'
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Needham Reiterates Buy Rating on Credo Tech (CRDO)
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Needham on Medtronic, Inc. (MDT): 'We believe that MDT is in the early stages of a strong product cycle'
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Needham on Global-E Online Ltd (GLBE): 'Customer Check Highlights Faster Deployments and Strong Shopify Fit'
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Needham Starts Red Violet (RDVT) at Buy, 'offers the leading Cloud identity intelligence platform in the market today'
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Revolution (RVMD) PT Raised to $275 at Needham
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MapLight Therapeutics (MPLT) PT Lowered to $43 at Needham
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Needham Starts Babcock & Wilcox Enterprises (BW) at Buy
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Needham Starts AirJoule Technologies (AIRJ) at Hold
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Space-Eyes signs option to acquire Navy engineering firm KMS Solutions
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Marvell (MRVL) PT Raised to $300 at Needham
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Needham Reiterates Hold Rating on Elastic NV. (ESTC)
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RingCentral (RNG) PT Raised to $85 at Needham
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Kazia prices public offering at $15.50 per ADS, eyes $40M in proceeds
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Workday (WDAY) PT Raised to $230 at Needham
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Affirm Holdings (AFRM) PT Raised to $100 at Needham
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SentinelOne Inc (S) PT Raised to $26 at Needham
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Needham sees mature node semiconductor strength in latest tracker
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Kazia Therapeutics launches public offering of ADS and warrants
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Needham voices concerns over Meta's $18B child addiction settlement
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Nutanix (NTNX) PT Raised to $85 at Needham
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Okta, Inc (OKTA) PT Raised to $200 at Needham
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CrowdStrike (CRWD) PT Raised to $250 at Needham
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Medtronic, Inc. (MDT) PT Raised to $114 at Needham
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Needham Reiterates Hold Rating on Meta Platforms Inc. (META)
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Everpure (P) PT Raised to $140 at Needham
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Veeva Systems (VEEV) PT Raised to $310 at Needham
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Form NPORT-P NEEDHAM FUNDS INC For: Jun 30
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Form NPORT-P NEEDHAM FUNDS INC For: Jun 30
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Form NPORT-P NEEDHAM FUNDS INC For: Jun 30
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Jazz Pharmaceuticals (JAZZ) PT Raised to $310 at Needham
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AppLovin Corp (APP) PT Lowered to $475 at Needham
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Needham Starts Evommune Inc (EVMN) at Buy
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Needham Reiterates Buy Rating on Semtech Corp. (SMTC)
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Needham Reiterates Buy Rating on CIENA (CIEN)
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Needham Reiterates Buy Rating on nCino Inc. (NCNO)
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Form N-PX Needham Small Cap Growth For: Jun 30
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Form N-PX NEEDHAM GROWTH FUND For: Jun 30
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Form N-PX NEEDHAM EMERGING GROWTH For: Jun 30
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Form N-PX Needham Aggressive Growt For: Jun 30

