Needham — sell-side record
Needham made 185 rating actions across 38 covered names in the last 12 months, 91% of them Buy-type and 0% Sell-type. Of its 244 price targets that resolved, 96 (39%) were reached while they stood, 142 were replaced by Needham before their deadline and 6 fell short at it. 15 of its 28 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
41 covered names with a call from Needham in the last two years, checked through 2026-10-29. Rebuilt every morning.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| HOOD | 12 | 10 (53%) | 9 | 0 | 19 | 1 of 1 |
| GOOGL | 12 | 7 (44%) | 9 | 0 | 16 | 1 of 1 |
| BSX | 7 | 0 (0%) | 13 | 0 | 13 | 0 of 1 |
| NVDA | 8 | 6 (54%) | 5 | 0 | 11 | 1 of 1 |
| ZS | 6 | 6 (54%) | 5 | 0 | 11 | 0 of 1 |
| AMZN | 4 | 6 (54%) | 5 | 0 | 11 | 1 of 1 |
| PL | 4 | 10 (91%) | 1 | 0 | 11 | 1 of 1 |
| AMAT | 7 | 5 (50%) | 5 | 0 | 10 | 1 of 1 |
| DKNG | 6 | 0 (0%) | 10 | 0 | 10 | 0 of 1 |
| LRCX | 6 | 5 (50%) | 5 | 0 | 10 | 1 of 1 |
| RKLB | 6 | 9 (100%) | 0 | 0 | 9 | 1 of 1 |
| UBER | 5 | 0 (0%) | 8 | 1 | 9 | 0 of 1 |
| FLUT | 4 | 0 (0%) | 9 | 0 | 9 | 0 of 1 |
| NET | 4 | 5 (56%) | 4 | 0 | 9 | 0 of 1 |
| TSM | 4 | 4 (44%) | 5 | 0 | 9 | 1 of 1 |
| DIS | 5 | 0 (0%) | 3 | 5 | 8 | 0 of 1 |
| SYM | 4 | 3 (38%) | 5 | 0 | 8 | 1 of 1 |
| SYK | 3 | 0 (0%) | 8 | 0 | 8 | 1 of 1 |
| AAPL | 6 | 3 (43%) | 4 | 0 | 7 | — |
| PANW | 6 | 2 (29%) | 5 | 0 | 7 | 0 of 1 |
| MDT | 8 | 0 (0%) | 6 | 0 | 6 | — |
| QBTS | 5 | 4 (67%) | 2 | 0 | 6 | 1 of 1 |
| LEU | 5 | 0 (0%) | 4 | 0 | 4 | — |
| RGTI | 2 | 3 (75%) | 1 | 0 | 4 | 1 of 1 |
| CRWD | 7 | 2 (67%) | 1 | 0 | 3 | 1 of 1 |
| GILD | 5 | 1 (33%) | 2 | 0 | 3 | 0 of 1 |
| PENN | 1 | 1 (33%) | 2 | 0 | 3 | — |
| KLAC | 8 | 0 (0%) | 2 | 0 | 2 | 1 of 1 |
| NXT | 3 | 1 (50%) | 1 | 0 | 2 | 0 of 1 |
| OKLO | 2 | 1 (50%) | 1 | 0 | 2 | — |
| SPCX | 4 | 0 (0%) | 1 | 0 | 1 | — |
| NFLX | 3 | 0 (0%) | 1 | 0 | 1 | 0 of 1 |
| SHOP | 3 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| FSLR | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| TSLA | 4 | — | — | — | 0 | — |
| IONQ | 2 | — | — | — | 0 | — |
| META | 2 | — | — | — | 0 | — |
| FTNT | 1 | — | — | — | 0 | — |
| INTC | 1 | — | — | — | 0 | — |
| MRNA | 0 | — | — | — | 0 | — |
| VRTX | 0 | — | — | — | 0 | — |
Per-name counts are small; no percentage on one name is a measure of skill.
Latest calls
| Date | Ticker | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-29 | KLAC | Buy | maintained | $166.42 | $200 | running to 2027-10-29 | -15.3% |
| 2026-10-29 | FTNT | Hold | reiterated | $135.81 | — | no target | -22.8% |
| 2026-10-29 | NXT | Buy | maintained | $80.73 | $143 | running to 2027-10-29 | +1.8% |
| 2026-10-29 | GOOGL | Buy | reiterated | $282.94 | $450 | running to 2027-10-29 | -17.0% |
| 2026-10-28 | HOOD | Buy | maintained | $91.43 | $116 | running to 2027-10-28 | -21.5% |
| 2026-10-28 | BSX | Buy | maintained | $42.43 | $48 | running to 2027-10-28 | -3.8% |
| 2026-10-22 | NVDA | Buy | reiterated | $212.21 | $300 | running to 2027-10-22 | -7.3% |
| 2026-10-22 | LRCX | Buy | maintained | $230.15 | $290 | running to 2027-10-22 | -26.0% |
| 2026-10-22 | TSLA | Hold | reiterated | $374.58 | — | no target | -1.1% |
| 2026-10-21 | HOOD | Buy | maintained | $101.93 | $126 | replaced 2026-10-28, new $116 | -17.3% |
Other firms: Barclays · Wells Fargo · Morgan Stanley · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Evercore ISI Group · Piper Sandler. All firms.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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