Compass (COMP) Replaces Instacart (CART) on Needham Conviction List

Compass (NYSE: COMP) Replaces Instacart (NASDAQ: CART) on Needham Conviction List.

The analyst comments "

In this note, we provide our top picks and themes going into 2026. Four key points: (1) COMP is our top pick and adding the stock to the Needham Conviction List (removing CART) with the strategic and accretive HOUS deal closing much earlier than expected last week. (2) We think this is the year more states legalize OSB, and we prefer to play it through the free riders - GENI, SRAD and RSI. (3) FVRR is our favorite out of consensus pick assuming there is a lag between their GMV trends and UPWK. (4) We provide our updated thoughts on our three large cap Buy ratings - DASH, UBER and RBLX."

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