Needham

All Needham notes 42

This Month 3
MICRONBuyRaises target · Jun 22, 2026$1550from $500ARMBuyReiterate · Jun 16, 2026$400maintainedRIVIANBuyReiterate · Jun 10, 2026$23maintained
May 2026 8
MARVELLBuyRaises target · May 28, 2026$270from $118NVIDIABuyRaises target · May 21, 2026$270from $240APPLIED MATERIALSBuyRaises target · May 15, 2026$530from $440ARMBuyRaises target · May 7, 2026$255from $200SUSUPER MICRO COMPUTERBuyMaintains · May 6, 2026$40from $40LUCIDHoldReiterate · May 6, 2026maintainedON SEMICONDUCTORBuyRaises target · May 5, 2026$110from $72RIVIANBuyReiterate · May 1, 2026$23maintained
April 2026 4
KLABuyRaises target · Apr 30, 2026$2000from $1800GOGOOGLEBuyRaises target · Apr 30, 2026$450from $400INTELHoldReiterate · Apr 24, 2026maintainedTSMCBuyRaises target · Apr 16, 2026$480from $410
March 2026 4
ARMBuyUpgrade · Mar 26, 2026$200maintainedMICRONBuyRaises target · Mar 19, 2026$500from $450METAHoldReiterate · Mar 16, 2026maintainedGOGOOGLEBuyReiterate · Mar 13, 2026$400maintained
February 2026 9
NVIDIABuyReiterate · Feb 26, 2026$240maintainedANALOG DEVICESBuyUpgrade · Feb 19, 2026$400maintainedMICRONBuyRaises target · Feb 17, 2026$450from $380APPLIED MATERIALSBuyRaises target · Feb 13, 2026$440from $390GLOBALFOUNDRIESBuyInitiate · Feb 12, 2026$55maintainedON SEMICONDUCTORBuyRaises target · Feb 10, 2026$72from $68ARMHoldReiterate · Feb 5, 2026maintainedGOGOOGLEBuyRaises target · Feb 5, 2026$400from $330SUSUPER MICRO COMPUTERBuyLowers target · Feb 4, 2026$40from $51
January 2026 4
TESLAHoldReiterate · Jan 29, 2026maintainedLAM RESEARCHBuyRaises target · Jan 29, 2026$300from $250INTELHoldReiterate · Jan 23, 2026maintainedINTELHoldReiterate · Jan 23, 2026maintained
December 2025 1
RIVIANBuyRaises target · Dec 12, 2025$23from $14
October 2025 1
TESLAHoldReiterate · Oct 23, 2025maintained
August 2025 5
NVIDIABuyReiterate · Aug 28, 2025$200maintainedRIVIANBuyReiterate · Aug 25, 2025$14maintainedC3.AIHoldReiterate · Aug 11, 2025maintainedRIVIANBuyLowers target · Aug 6, 2025$14from $16LUCIDHoldReiterate · Aug 6, 2025maintained
July 2025 1
NVIDIABuyRaises target · Jul 16, 2025$200from $160
May 2025 1
LUCIDHoldReiterate · May 7, 2025maintained
February 2025 1
RIVIANBuyReiterate · Feb 21, 2025maintained

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