Needham & Company
Private equity seen as most likely buyer of SentinelOne (S), but strategics could also be interested
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Cisco (CSCO) Weakness is Likely Multi Quarter, Needham Reiterates Hold
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Cisco forecast disappoints as global worries weigh on client spending
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Datadog (DDOG) IPO Opens 49% Higher
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Cisco Systems (CSCO) Luxtera Deal Makes Waves in Optical Space - Needham & Company
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Cisco revenue forecast disappoints; says to cut 1,100 more jobs
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Needham and Company Reiterates Buy Rating and $150 PT on Arista Networks (ANET) Following Positive Ruling in Patent Dispute with Cisco (CSCO)
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Needham & Company Maintains Hold Rating on Cisco Systems (CSCO) Citing CY17 Results, Macro Headwinds
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Cisco Systems (CSCO): Weak Guidance Forces Estimate Cuts - Needham
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Cisco's profit forecast misses estimates, shares slip
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Needham & Company Remains Sidelined on Cisco Systems (CSCO) Following 4Q and Guide Down
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Needham & Company Sees Lots of Risk for Networking Names Following Brexit (ALLT) (CRNT) (RDCM)
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Pre-Open Stock Movers 04/12: (FOLD) (ARNA) (HLX) Higher; (HZNP) (OZM) (JNPR) Lower (more...)
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Notable Mergers and Acquisitions 2/4: (CSCO) (FORM)/(CSCD) (IRBT) (DUK)
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Streetinsider.com's Hot Lunchtime Reads 11/20: (TSLA) (GOOG) (EROS) (VTL) (SRPT)
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Needham & Company Affirms Cisco (CSCO) at 'Hold'; Guidance was Both Important...and Disappointing
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Cisco second-quarter forecast misses on order slowdown
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Strong U.S. sales help Cisco beat estimates
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Ciena (CIEN), Cisco (CSCO) Favored to Win Verizon Metro Build - Needham & Company
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Streetinsider.com's Hot Lunchtime Reads 12/31: (TWTR) (CAT) (UST) (MDXG)
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Notable Analyst Rating Changes 12/9: (VOLC) (SM) (LULU) Upgraded; (GSK) (DWA) (DOV) Downgraded
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Cisco (CSCO) Q1 Offers No Surpises - Needham & Company
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Notable Mergers and Acquisitions of the Day 10/22: (CSCO)/(EMC) (ASYS)/(BTUI) (RPGS) (PPBI)
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Pre-Open Stock Movers 8/14 (OVTI) (PLUG) (KBIO) Higher; (RRGB) (NDLS) (XONE) Lower (more...)
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Pre-Open Stock Movers 5/15: (GTIV) (VIPS) (CSCO) Higher; (LIQD) (VOXX) (XONE) Lower (more...)
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Cisco (CSCO) Hit on Emerging Market Weakness and Service Provider, Needham Notes
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Streetinsider.com's Hot Lunchtime Reads 11/14: (CSCO) (YUME) (YRCW) (ALNY)
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Cisco (CSCO) Results/Tone Positive for Tech Stocks - Needham & Company
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Jabil Circuit (JBL) Still Solid; No Problem With Apple (AAPL) Biz - Needham & Company
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Cisco (CSCO) / Meraki Deal Not Meaningful Threat to Aruba (ARUN) - Analyst
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Several Wall Street Firms Comment After VMWare's Analyst Day
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Needham & Company Maintains a 'Hold' on Cisco (CSCO); Gross Margin Pressures Persist; OPEX Upside Driven By Cost Cutting
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Needham & Company Maintains a 'Buy' on Aruba Networks (ARUN); Attractive Valuation, But Macro Environment in EU Still Challenging
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Needham & Company Starts Aruba Networks (ARUN) at Buy; Enterprise WiFi and BYOD Leader
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Needham & Company on Communications Infrastructure: MWC Barcelona Wireless Infrastructure Takeaways
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Needham & Company Smart Grid: Viewpoints From DistribuTECH 2012 - ESCO Technologies (ESE) Remains Top Pick
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Needham & Company Maintains a 'Buy' on Cavium Networks (CAVM); Reduces 4Q11 Guidance on Broad Based Weakness
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Needham & Company Reiterates a 'Buy' on Itron (ITRI); Delivers Solid March Quarter; Outlook Remains Healthy
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Notable Analyst Rating Changes 03/30: (PM) (GTE) (ABFS) Upgraded; (DELL) (GCI) (KSS) Downgraded
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Notable 52-Week Highs and Lows of the Day 03/15: (IPXL) (PAY) (WSM) High; (NOK) (AOB) (GM) Low
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Needham & Company Maintains 'Buy'/$32 PT on Sourcefire (FIRE) on M&A Theme, Anticipated Federal Rebound
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Needham & Company Reiterates a 'Strong Buy' on Cavium Networks (CAVM); Accretive Acquisition on Top of Another Beat and Raise Quarter; There Remain Few Holes
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Notable Analyst Rating Changes 12/06: CSCO, TER, CML, SD Upgraded; ARO, SNDK, GTI, WAG Downgraded
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Strong Margins Boost Dell (DELL) to Mixed Q3 Results; Analysts Weigh In
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Needham & Company Reiterates a 'Strong Buy' on Cavium Networks (CAVM); Negative Reaction to Cisco Guidance is Overblown, Take Advantage of Near Term Weakness
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Needham & Company Reiterates a 'Buy' Rating on Itron (ITRI); Looking Smart. Strong 3Q Delivered & Outlook Remains Positive
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Needham & Company Reiterates a 'Buy' on SMART Modular Technologies (SMOD); Reports Strong Q4 Results, Easily Exceeding Estimates
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Needham & Company Updates on Internet Sector
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Needham & Company Upgrades Cavium Networks (CAVM) to Strong Buy; Remains Among the Best Product Cycle Stories Out There
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Highlights From CRM's Q3 Conference Call: Revenues Grew 20% Y-o-Y, Raises FY Guidance
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Notable Analyst Rating Changes 7/16: PFCB, CSX, BWA Upgraded; CSCO, MGM, RIMM Downgraded