Dear KLA Stock Fans, Mark Your Calendars for June 12 KLA will start trading on a 10-for-1 split-adjusted basis on June 12. Barchart · Jun 9
You’ve Likely Never Heard of This Stock, But Data Center Demand Just Took Shares to New 52-Week Highs Data center demand lifted Vicor Corporation to a 52-week high after it bumped its Q2 revenue guidance. Barchart · May 30
Unusual Machines Stock Looks Like a Winner as Trump Backs Drone Makers UMAC stock climbed more than 55% as President Trump is reportedly planning to back drone-makers. Barchart · May 29
Applied Digital’s Hyperscaler Deal Is Just the Beginning of a Much Bigger AI Opportunity Analysts believe the hyperscaler agreement may only represent the first phase of a much larger AI infrastructure partnership as Applied Digital continues to market additional capacity to the same customer. Barchart · May 26
Horizon Quantum Computing Pte. Lays Out Quantum Software Push at Needham Conference Horizon Quantum Computing Pte. (NASDAQ:HQ) used its appearance at Needham & Company’s 21st annual Technology, Media, & Consumer Conference to outline its strategy as a newly public quantum software company focused on building infrastructure for developers, hardware providers and end users. Needham MarketBeat · May 17
Freshworks Conference: AI Employee Experience Push Gains Steam as Freshservice Accelerates Freshworks (NASDAQ:FRSH) Chief Financial Officer Tyler Sloat said the software company is sharpening its focus on its employee experience business, describing Freshworks as an “AI-enabled, unified service operations” platform company during a Needham-hosted discussion with Scott Berg, who leads SaaS MarketBeat · May 17
Docebo Sees Enterprise Demand Rebound as AI and Skills Tools Fuel Growth Docebo (NASDAQ:DCBO) is seeing improved enterprise demand after addressing product and go-to-market gaps that weighed on its business in 2025, Brandon Farber of Docebo said during a Needham fireside chat hosted by analyst Ryan MacDonald. Farber described Docebo as a learning management system provi MarketBeat · May 16
Cimpress Touts AI Tailwind, Elevated Products as It Reaffirms 2026 Growth Outlook Cimpress (NASDAQ:CMPR) told investors at Needham Research’s 21st TMT Consumer Conference that it expects continued growth from its web-to-print mass customization model, newer product categories and efficiency initiatives across manufacturing, marketing and operating expenses. Meredith Burns, Cimpr MarketBeat · May 15
Applied Optoelectronics Eyes 800G Ramp as Data Center Demand Tops Capacity Into 2027 Applied Optoelectronics (NASDAQ:AAOI) expects a sharp second-half ramp in its data center optics business as demand for higher-speed transceivers continues to outstrip the company’s manufacturing capacity, Chief Strategy Officer and Chief Financial Officer Dr. Stefan Murry said at Needham’s 21st Ann MarketBeat · May 13
Amplitude CFO Touts Statsig Deal, AI Agents as Growth Engines Amplitude (NASDAQ:AMPL) Chief Financial Officer Andrew Casey outlined the company’s platform strategy, its agreement involving Statsig assets and customers, and its push into AI-enabled product development during a Needham fireside chat hosted by senior analyst Scott Berg. Casey said Amplitude was MarketBeat · May 12
Twilio Stock Just Got a New Street-High Price Target. Its Bull Case Is Credible, But Shares Aren’t Cheap. The company’s recent customer conference highlights accelerating AI-driven product innovation, and a strong first-quarter results in $1.41 billion revenue. Barchart · May 12
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 · Apr 22
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 · Apr 22
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. Barchart · Apr 20
Barchart · Apr 19 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 · Apr 12 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 · Apr 8 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 · Mar 30 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.
Barchart · Mar 11 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.
Kiplinger · Mar 10 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.
Barchart · Mar 9 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.
Kiplinger · Mar 5 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.
Barchart · Feb 27 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.
MarketBeat · Feb 4 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?
Barchart · Feb 3 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.