Needham & Company
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Jazz Pharmaceuticals (JAZZ) PT Raised to $292 at Needham
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Needham Starts SK Hynix (SKHY) at Buy
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Needham Starts Vishay Intertechnology (VSH) at Buy
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Sportradar Group AG (SRAD) PT Lowered to $17 at Needham
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Candel Therapeutics to present prostate cancer data at ASTRO 2026
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TransMedics Group (TMDX) PT Lowered to $106 at Needham
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Needham Upgrades Proto Labs (PRLB) to Buy
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Needham Reiterates Hold Rating on Meta Platforms Inc. (META)
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Space-Eyes and McKinley plan SPAC merger with $638M equity value
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Neurocrine Bio. (NBIX) PT Raised to $204 at Needham
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Merit Medical Systems, Inc. (MMSI) PT Raised to $101 at Needham
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Coinbase (COIN) PT Lowered to $177 at Needham
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Needham Upgrades AXT, Inc. (AXTI) to Buy
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Axos Financial (AX) PT Raised to $128 at Needham
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Monolithic Power Systems (MPWR) PT Raised to $2,000 at Needham
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Needham Reiterates Buy Rating on Better Home & Finance Holding (BETR)
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Roblox Corp. (RBLX) PT Lowered to $50 at Needham
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Donnelley Financial Solutions (DFIN) PT Raised to $60 at Needham
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Cohu (COHU) PT Raised to $65 at Needham
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Universal Display (OLED) PT Lowered to $100 at Needham
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Grid Dynamics Holdings (GDYN) PT Raised to $10 at Needham
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Sonic Auto (SAH) PT Raised to $139 at Needham
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Veracyte, Inc (VCYT) PT Raised to $69 at Needham
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Teleflex (TFX) PT Raised to $159 at Needham
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Robinhood Markets (HOOD) PT Lowered to $120 at Needham
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Benchmark (BHE) PT Raised to $90 at Needham
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Tenable (TENB) PT Raised to $36 at Needham
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Needham Reiterates Hold Rating on Align Technology (ALGN)
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SoFi Technologies (SOFI) PT Lowered to $24 at Needham
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Rush Street Interactive (RSI) PT Raised to $36 at Needham
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Impinj Inc (PI) PT Lowered to $168 at Needham
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Glaukos Corporation (GKOS) PT Raised to $201 at Needham
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Q2 Holdings (QTWO) PT Raised to $75 at Needham
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Clean Harbors (CLH) PT Raised to $390 at Needham, Adds to Conviction List
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Needham: 'we believe WAY is positioned as an AI leader in their category and remain buyers on the weakness'
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Needham Reiterates Buy Rating on Carvana (CVNA), Conviction List pick, 'Short Term Concerns Misplaced'
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Needham on Generac Holdings (GNRC): 'We view 2Q26 positively'
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TransUnion (TRU) PT Raised to $100 at Needham
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Varonis Systems (VRNS) PT Raised to $50 at Needham
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Core Scientific Inc. (CORZ) PT Raised to $35 at Needham
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Itron (ITRI) PT Raised to $128 at Needham
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CoStar Group (CSGP) PT Lowered to $40 at Needham
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Neogenomics (NEO) PT Raised to $19 at Needham
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Needham Reiterates Buy Rating on Upland Software (UPLD)
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Form 144 NUCOR CORP Filed by: Needham Daniel R.
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Needham Reiterates Hold Rating on F5 Networks (FFIV)
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Needham Reiterates Buy Rating on Apellis Pharmaceuticals (APLS)
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Needham Reiterates Buy Rating on Navitas Semiconductor (NVTS)
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Needham Reiterates Buy Rating on SPS Commerce (SPSC), 'believe SPSC shares should be bought, and bought aggressively'
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Agilysys Inc (AGYS) PT Raised to $130 at Needham

