# Needham & Company

Type: Company

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

## Timeline

- **2026-06-26**: BTIG Reiterates Buy with $19 Target — BTIG Research reaffirmed a buy rating and issued a $19.00 price target, representing 107.63% upside.
- **2026-06-13**: Wall Street Zen Downgrades — Wall Street Zen downgraded McGraw Hill from 'buy' to 'hold'.
- **2026-06-12**: Multiple Banks Revise Downward — UBS cut target to $14 (neutral); JPMorgan cut to $20 (overweight); Baird cut to $16 (outperform); Weiss upgraded sell rating to (d) from (d-).
- **2026-06-11**: Goldman Sachs and Morgan Stanley Trim Targets — Goldman Sachs lowered its target from $19 to $17 (buy); Morgan Stanley lowered from $21 to $18 (overweight).
- **2026-06-08**: Needham Reaffirms $19 Target — Needham & Company LLC reaffirmed a 'buy' rating and $19.00 price target on McGraw Hill.

## Recent coverage (8 stories, network-wide)

### Applied Digital Falls 8.6% to $28.51 as Analyst Targets Split
2026-08-19 00:18:04 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Applied Digital shares slid 8.6% to $28.51 despite a Moderate Buy consensus and an average target of $68.15. The decline highlights a growing divide between sell-side optimism and trader concerns about negative earnings and elevated leverage.
Full story: https://getfinancebrief.com/story/applied-digital-8-6-percent-drop-august-2026

### Applied Digital Drops 8.6% as AI Datacenter Bets Face $8.3B Test
2026-08-19 00:17:49 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Applied Digital's 8.6% drop to $28.51, paired with a 5.1% fall in quantum peer Rigetti, signals cooling sentiment toward AI-adjacent infrastructure stocks after APLD's July earnings miss. High beta and negative EPS are forcing AI investors to reassess execution risk.
Full story: https://getaibrief.com/story/apld-8-6-percent-drop-ai-infrastructure-reckoning

### Magnite CEO Dumps $2.96M in Stock: AdTech’s $2.61B SSP Signal
2026-08-07 04:23:27 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Magnite CEO Michael Barrett sold $2.96 million worth of shares, reducing his stake by 30.7% even as the company posted strong Q1 earnings and analyst upgrades. For adtech and marketing pros, this insider move raises questions about the open web programmatic outlook.
Full story: https://getmarketingbrief.com/story/magnite-ceo-sells-2-96m-adtech-ssp-signal

### Cloud Infrastructure Bets Heat Up: MXL +7%, CRWV +6.6% on July 20
2026-08-05 08:09:34 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 2

MaxLinear and CoreWeave posted strong gains on thin volume, reflecting divergent investor views on cloud and AI infrastructure. While MaxLinear’s data-center connectivity chips benefit from SaaS growth, CoreWeave’s GPU cloud underpins the growing demand for AI-powered SaaS applications. The moves underscore the high-risk, high-reward dynamics shaping the software-as-a-service supply chain.
Full story: https://getsaasbrief.com/story/maxlinear-coreweave-surge-7pct-saas-cloud-infrastructure

### AI Hardware & Cloud: MXL Jumps 7%, CRWV Gains 6.6% in Mixed Session
2026-08-05 08:09:24 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Two firms critical to the AI ecosystem—MaxLinear and CoreWeave—rallied on July 20, 2026, but volume data hints at fragile confidence. MaxLinear’s semiconductor solutions enable high-speed data transfer for AI clusters, while CoreWeave’s GPU cloud is a direct infrastructure play. The moves highlight investors’ growing selectivity in AI-linked stocks as earnings volatility mounts.
Full story: https://getaibrief.com/story/ai-infrastructure-mxl-crwv-surge-7-percent

### Robinhood Stock Plunges 8.2% to $106—Time to Buy the $95B Dip?
2026-07-17 06:08:37 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Robinhood shares fell 8.2% despite a wave of analyst upgrades and a $95.5B market cap. The stock’s high beta of 2.33 suggests volatility, but bullish targets as high as $137 may offer a buying opportunity for risk-tolerant investors.
Full story: https://getfinancebrief.com/story/robinhood-8-2-plunge-95b-market-cap-dip

### HOOD Falls 8.2% as Memecoin Mania Meets Wall Street—Regulatory Risk Ahead?
2026-07-17 06:08:25 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Robinhood's 8.2% stock decline underscores the tension between its booming crypto trading and potential SEC crackdown. While meme coin volume surges on Robinhood Chain, analysts warn that tokenized stock ambitions face headwinds.
Full story: https://getcryptobrief.com/story/robinhood-8-2-crash-memecoin-regulatory-risk

### BTIG Sees 108% Upside in McGraw Hill Despite EdTech Reset
2026-06-28 07:38:04 · Sector: edtech · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street analyst BTIG reaffirmed a buy rating and $19 target for McGraw Hill (MH), projecting a 107.63% gain from its depressed $9.15 share price. The call highlights deep value in the educational publisher as the entire edtech sector undergoes a post-pandemic correction. With a consensus 'Moderate Buy' and $18.72 target, the stock's extreme undervaluation could reward contrarian edtech investors.
Full story: https://getedtechbrief.com/story/mcgraw-hill-btig-108-percent-upside-edtech

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.