# Needham & Company LLC

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/needham-company-llc
Canonical HTML page: https://getyourbrief.com/entity/needham-company-llc

## Recent coverage (13 stories, network-wide)

### Globant Misses EPS by $0.10; Revenue $614.4M, Stock Falls 8.9%
2026-08-16 11:39:33 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Globant reported EPS of $1.40, missing consensus by $0.10, while revenue of $614.42 million slightly beat estimates but was flat year over year. Shares fell 8.9% to $37.35 as analysts lowered price targets. The company reiterated FY2026 EPS guidance of $5.75-$6.15 and Q3 guidance of $1.43.
Full story: https://getfinancebrief.com/story/globant-q2-2026-earnings-miss-finance

### SoFi Stock Surges 3.7% to $18.70 Despite 5 Analyst Target Cuts – What’s Next?
2026-08-12 13:34:09 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

SoFi Technologies shares jumped 3.7% on August 4, 2026, even as multiple analysts slashed price targets, creating a tension between market momentum and cautious research. With a PE of 38.96, beta of 2.17, and consensus Hold rating, the fintech’s next move hinges on whether profitability can catch up with valuation.
Full story: https://getfinancebrief.com/story/sofi-stock-surges-3-7-percent-analyst-target-cuts

### Retail Partner Cardlytics Sees CEO Sell $70K as Stock Tanks 87% to $4.37
2026-08-12 11:34:01 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Cardlytics, whose platform powers cashback offers inside banking apps for major retailers, is under financial strain—its stock has plummeted to $4.37 and the CEO has unloaded shares. The company’s tiny $25M market cap and negative earnings put its future in doubt, directly affecting retail brands that depend on it for consumer acquisition and loyalty campaigns.
Full story: https://getretailbrief.com/story/cardlytics-insider-selling-retail-partner-risk

### Agenus Upgraded to Buy After 189% Surge Off 12M Low: Analysts Eye $30 Target
2026-08-08 12:53:05 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen upgraded biotech Agenus to buy despite a massive Q1 earnings miss, as the stock surged 189% from its 52-week low. Mixed analyst views and a $30 HC Wainwright target highlight the speculative upside in immuno-oncology.
Full story: https://getbiobrief.com/story/agenus-upgraded-buy-189-percent-surge

### HC Wainwright Cuts Circle (CRCL) to $104, Still Sees 64% Upside
2026-08-07 01:20:20 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

HC Wainwright and Needham lowered price targets on Circle Internet Group but maintained Buy ratings as analysts remain split on the stablecoin issuer. The stock trades at $63.48, far below the consensus target of $100.06, highlighting both opportunity and risk.
Full story: https://getfinancebrief.com/story/circle-crcl-price-target-cut-finance

### USDC Issuer Circle (CRCL) Sees Targets Slashed, Yet 100% Upside Possible
2026-08-07 01:20:09 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Two investment banks cut their price targets on Circle Internet Group, the firm behind the USDC stablecoin, citing near-term headwinds—but both maintained Buy ratings with triple-digit upside potential. The stock’s deep pullback from its $189 high reflects broader crypto market caution.
Full story: https://getcryptobrief.com/story/circle-usdc-price-target-crypto

### Hut 8 Call Options Spike 30% to 25.6K as Bitcoin Miner Stock Hits $100
2026-08-05 08:11:43 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Hut 8, a leading Bitcoin miner, saw call options volume explode 30% above average, even as insiders dumped shares and earnings underscored operational leverage. With analyst consensus remaining a Moderate Buy at $121.26 target, the options surge offers a high-stakes crypto-proxy bet for digital asset investors.
Full story: https://getcryptobrief.com/story/hut-8-options-spike-bitcoin-miner

### ServiceTitan’s $100 Target Signals 50% Upside for PropTech Trades Software
2026-08-01 22:19:19 · Sector: proptech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Needham & Company’s reasserted Buy rating on ServiceTitan, with a $100 price target, underscores the growing confidence in cloud-based platforms that digitize home and commercial service trades. For PropTech investors, the move highlights how essential service management software is becoming within the real estate ecosystem.
Full story: https://getproptechbrief.com/story/servicetitan-needham-buy-rating-proptech-upside

### Amazon’s 1.5% Stock Jump Signals Logistics Expansion: What It Means for Retail
2026-06-14 03:18:31 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Amazon shares climbed 1.5% as the company launched a less-than-truckload freight service, tightening its grip on supply chains and putting new pressure on traditional retailers and logistics providers.
Full story: https://getretailbrief.com/story/amazon-stock-up-logistics-retail-impact

### Amazon Stock Up 1.5% as Analysts Target $330—Is It Still a Buy?
2026-06-14 03:18:22 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Amazon’s 1.5% gain to $241.51 comes with 57 Buy ratings and a consensus price target of $312.78. Are the growth catalysts enough to justify the valuation?
Full story: https://getfinancebrief.com/story/amazon-stock-1-5-percent-up-buy-analysis

### Needham Slashes Trade Desk Target to $32 Amid Growing Ad-Tech Skepticism
2026-02-26 15:25:05 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Needham & Company has aggressively lowered its price target for Trade Desk (TTD) to $32.00, joining a wave of analysts reassessing the company's premium valuation. Despite recent revenue beats, institutional sell-offs and concerns over long-term growth sustainability are driving a significant market re-rating.
Full story: https://getfinancebrief.com/story/needham-trade-desk-ttd-downgrade-analysis

### Waystar Valuation Rift: Needham Slashes Target to $33 as Truist Holds $38 Bull Case
2026-02-19 09:33:53 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Waystar (NASDAQ: WAY) is navigating a divided Wall Street as Needham & Company lowered its price target to $33.00, citing potential growth headwinds. This move contrasts with Truist Financial's $38.00 valuation, highlighting a widening gap in expectations for the healthcare payment platform's market penetration.
Full story: https://getfinancebrief.com/story/waystar-needham-price-target-cut-truist-comparison

### Waystar Analyst Outlook: Needham Cuts Target to $33, Truist Sets $38
2026-02-19 09:32:50 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Waystar (NASDAQ: WAY) is facing a divergent outlook from major analysts as Needham & Company LLC lowered its price target to $33.00, while Truist Financial established a more optimistic $38.00 target. These updates come as the healthcare payments SaaS provider navigates a complex post-IPO landscape characterized by shifting provider spending patterns.
Full story: https://getsaasbrief.com/story/waystar-analyst-price-target-adjustments-needham-truist

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