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MYSTERIOUS: Needham - You Need To See This

The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

Cadence Design Systems may be on the verge of its “ChatGPT moment,” as agentic AI promises to revolutionize chip design. Is now the time to invest in this stock?

Barchart

Reed Hastings Is Quitting at Netflix. Should You Quit NFLX Stock?

The leadership transition at Netflix signals a strategic shift and market jitters. Should investors reconsider their stance on the company's stock?

Barchart

Buy the Dip in Netflix Stock Now, Says JPMorgan

Netflix took a hit after its recent quarterly report due to a softer Q2 guidance. But a JPMorgan analyst thinks this pullback might be a buying opportunity.

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Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

Barchart

Why Needham Analysts Slashed Their Price Targets on IBM Stock Ahead of Earnings

IBM is seeing tempered targets from Needham as macro pressures linger, though growth and margins remain steady.

Barchart

Robinhood Will Help Run Trump Accounts for Kids. Does That Make HOOD Stock a Buy?

Serving as the brokerage and new trustee for Trump Accounts, does that make Robinhood a buy from here?

Barchart

Arm Is Making ‘Bold Moves’ with New In-House Chips and Wall Street Loves It. Why Needham Says You Should Buy ARM Stock Here.

Arm is suddenly being viewed as more than an IP licensor, as its new AGI CPU and rising AI data center relevance are pushing Wall Street to re-rate the stock.

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Dear Lumentum Stock Fans, Mark Your Calendars for March 23

Lumentum is set to join the S&P 500 index following skyrocketing performance over the past year.

Barchart

Stocks End Mixed as Risk-On Rally Falters Late: Stock Market Today

Uncertainty about the geopolitical situation continues to drive financial markets up and down.

Kiplinger

The Real Winner from Broadcom’s Q1 Earnings Is This 1 Lesser-Known Stock

Connectivity solutions provider Credo Technology surged robustly after Broadcom’s Q1 earnings.

Barchart

Iran Hits Gulf Tanker, Dow Drops 784 Points: Stock Market Today

Stocks sink and fear rises as the conflict in the Persian Gulf escalates toward total war.

Kiplinger

Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year

One top analyst sees over 50% upside in Arista Networks as accelerating AI data center demand and strong execution might fuel a potential run.

Barchart

SMCI Soars Post-Earnings: Head Fake, Or Sign of True Recovery?

Super Micro Computer rocketed up 14% after its latest earnings. With sales and gross margin diverging, is the stock's rebound sustainable?

MarketBeat

Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside

META stock is under scrutiny after a Needham analyst warned that heavy AI spending and elevated expectations could leave shares vulnerable to a sharp pullback.

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Needham Analysts Think This Fintech Stock Can Soar 46% from Here. Should You Buy It Now?

Needham analysts think that Affirm’s bank charter proposal would be beneficial.

Barchart

Needham Thinks This Tech Stock Could Be the Next TikTok. Should You Buy It Here?

Highly regarded investment firm believes AppLovin may have a growth trajectory like TikTok.

Kiplinger

Nasdaq Takes a Hit as the Tech Trade Falters: Stock Market Today

The Dow Jones Industrial Average outperformed on strength in cyclical stocks.

Barchart

Looking for the Big AI Winners of 2026? This Analyst Says Reddit Stock Should Top Your List.

Needham has identified Reddit as a leading beneficiary of the AI-driven shift to citations, positioning it as a top contender for 2026.

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MarketBeat

Why 2026 Could Be Another Breakout Year for Rocket Lab

Rocket Lab has delivered exceptional performance, with shares up nearly 175% year to date, yet remains early in a catalyst-rich growth phase heading into 2026.

Barchart

This Analyst Just Raised Their Micron Stock Price Target by 50%. Should You Buy Shares Here?

After a strong run-up this year, Micron is winning fresh confidence from Wall Street bulls like Needham. Should investors chase the momentum, or wait for a better entry?

MarketBeat

Micron’s Q1 Results Say “AI Bubble Is Far From Bursting”

Micron is well-positioned to accelerate its game-changing growth trajectory in 2026, driving significant improvements in cash flow and free cash flow.

MarketBeat

Rivian’s Autonomy Bombshell Changes Everything—Even Its Valuation

Rivian stock is rallying as the company transitions to a technology platform with in-house chips and software that analysts believe justify a higher valuation.

Benzinga

Mastercard To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Broadcom To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

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