Needham & Company
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SharkNinja (SN) to offer 5.6M shares for holders
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Needham & Company Starts NCR Voyix (VYX) at Buy
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Needham & Company Starts Immuneering Corporation (IMRX) at Buy; Sees Over 200% Upside
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Super Micro Computer (SMCI) prices 2.1M shares at $262
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Form NPORT-P NEEDHAM FUNDS INC For: Sep 30
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Form NPORT-P NEEDHAM FUNDS INC For: Sep 30
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Form NPORT-P NEEDHAM FUNDS INC For: Sep 30
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Needham on AtriCure Inc. (ATRC): 'news could create an overhang for ATRC shares'
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Candel Therapeutics (CADL) Announces Restructuring to Prioritize Resources on Key Value Drivers
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Needham lacks 'faith' in demand, downgrades Lucid (LCID) to Hold rating
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Needham & Company Downgrades Lucid Group Inc. (LCID) to Hold, 'less optimistic view'
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Needham & Company Reiterates Buy Rating on Coinbase Global Inc. (COIN), Sees It Better Positioned Today than Last Cycle
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Redfin (RDFN) CFO says housing market 'still pretty slow' despite a couple of hopeful signs
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Redfin (RDFN) CFO says some basic questions agents receive can be handled by AI
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Redfin (RDFN) says ad revenue growing faster than other parts of business
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Redfin (RDFN) to be careful on hiring until there is a clearer view of the market
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Redfin (RDFN) says market still pretty slow, but a couple of hopeful signs
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Gilat (GILT) Completes Acquisition of DataPath
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Needham & Company Starts ZimVie Inc. (ZIMV) at Hold, 'Dental Biz Solid, But Spine Biz a Pain in the Back'
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Needham & Company Starts Envista Holdings Corp. (NVST) at Hold, 'Not Enough Near-Term Upside to Keep Us Smiling'
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Needham & Company Starts DENTSPLY SIRONA (XRAY) at Buy, 'Visible EPS Growth Despite A Challenging Macro'
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Form 13F-NT Needham Aggressive Growt For: Sep 30
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Form 13F-NT NEEDHAM GROWTH FUND For: Sep 30
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Form 13F-HR NEEDHAM INVESTMENT MANAG For: Sep 30
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Form 13F-NT NEEDHAM EMERGING GROWTH For: Sep 30
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Form 13F-NT Needham Small Cap Growth For: Sep 30
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Needham & Company Starts Docebo Inc. (DCBO) at Buy, 'Expanding L&D Outside the Office of the CHRO'
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'Another quarter, another guidance cut': Masimo (MASI) drops 8% as 'challenging' macro weighs on guidance
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Form D/A Needham Contrarian QP
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Candel Therapeutics (CADL) Announces Initial Positive Interim Data from Randomized Phase 2 Clinical Trial of CAN-2409 in Non-Metastatic Pancreatic Cancer
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Extreme Networks (EXTR) PT Lowered to $23 at Needham & Company
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Form 40-17G NEEDHAM FUNDS INC
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Needham & Company Downgrades Paycom Software (PAYC) to Hold 'given the much lower growth anticipated through 2024'
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ON Semiconductor (ON) PT Lowered to $92 at Needham & Company
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Masimo (MASI) issued 'significant win' in Apple Watch patent fight
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Ultra Clean Holdings (UCTT) Acquires HIS Innovations Group
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NVIDIA-supplier Vicor Corp (VICR) slammed on backlog and cautious AI tone, prompting downgrade
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One cybersecurity stock to buy, one to pass on - Needham & Company
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Needham & Company Starts Palo Alto Networks (PANW) at Buy
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Needham & Company Downgrades Vicor Corporation (VICR) to Hold, '2024 Looks To Be A Transition Year'
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Needham & Company Starts Lattice Semiconductor (LSCC) at Buy, 'will generate multi-year double-digit revenue growth'
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Needham & Company Downgrades EngageSmart inc. (ESMT) to Hold Following Takeover
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Equifax (EFX) PT Lowered to $230 at Needham & Company
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Taiwan Semi (TSM) gains after first 'clean' beat and raise of current downcycle
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Candel Therapeutics (CADL) Reports Publication Showing Extended Survival Associated with Immune Activation in Patients with Recurrent High-Grade Glioma Treated with CAN-3110
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Needham & Company Starts Klaviyo Inc (KVYO) at Buy, 'unique combination of impressive growth and profitability'
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Applied Materials, Lam Research shares inch higher premarket after Needham upgrade
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Needham Assumes SMART Global Holdings (SGH) at Buy, 'Improved Margin Structure and Reduced Volatility Warrant Higher Multiple'
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Needham & Company Upgrades Lam Research (LRCX) to Buy, 'We believe consensus estimates will move higherr'
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Needham Upgrades Applied Materials (AMAT) to Buy, 'balanced exposure between memory and non-memory WFE to lead to meaningful growth'