Is Needham a reliable analyst?

In short — Over 1 year, 64.7% of Needham's targets proved profitable, for an average gain of +33.3% per call (all calls, winners and losers) — i.e. +9.7% vs its sector, across 1442 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

64.7%profitable calls

+33.3%avg gain / call

+9.7%vs sector

1442scored calls

In which sectors is Needham reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Crypto

66.7%

+103.5%

-2.3% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COIN	▲ Buy	Jul 31, 26	Jul 31, 27	$146.26	🎯$177	$181.79	+21%	+24% so far
COIN	▲ Buy	Jun 17, 26	Jun 17, 27	$164.92	🎯$220	$181.79	+33%	+10% so far
COIN	▲ Buy	May 8, 26	May 8, 27	$201.16	🎯$220	$181.79	+9%	-10% so far
COIN	▲ Buy	Feb 13, 26	Feb 13, 27	$164.32	🎯$230	$181.79	+40%	+11% so far
COIN	▲ Buy	Oct 31, 25	Oct 31, 26	$343.78	🎯$400	$181.79	+16%	-47% so far
COIN	▲ Buy	Aug 1, 25	Aug 1, 26	$314.69	🎯$400	$147.9	+27%	-53.4%
COIN	▲ Buy	May 12, 25	May 12, 26	$207.22	🎯$270	$207.22	+30%	+0.2%
COIN	▲ Buy	Feb 13, 25	Feb 13, 26	$298.11	🎯$330	$163.96	+11%	-44.9%

Sample (3 recent finished + 5 in progress) of 30 calls.

▸ Finance

71.4%

+47.6%

+17.5% (14)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
XYZ	▲ Buy	Aug 6, 26	Aug 6, 27	$79.02	🎯$100	$76.86	+27%	-3% so far
HOOD	▲ Buy	Jul 30, 26	Jul 30, 27	$86.6	🎯$120	$110.52	+39%	+28% so far
HOOD	▲ Buy	Jul 21, 26	Jul 21, 27	$106.36	🎯$123	$110.52	+16%	+4% so far
HOOD	▲ Buy	Jun 11, 26	Jun 11, 27	$92.23	🎯$97	$110.52	+5%	+20% so far
XYZ	▲ Buy	May 8, 26	May 8, 27	$74.85	🎯$95	$76.86	+27%	+3% so far
HOOD	▲ Buy	Apr 29, 26	Apr 29, 27	$71.2	🎯$85	$110.52	+19%	+55% so far
HOOD	▲ Buy	Apr 2, 26	Apr 2, 27	$68.9	🎯$90	$110.52	+31%	+60% so far
XYZ	▲ Buy	Feb 27, 26	Feb 27, 27	$63.7	🎯$90	$76.86	+41%	+21% so far

Sample (0 recent finished + 8 in progress) of 14 calls.

▸ Tech

755

70.3%

+42.6%

+44.2%

+29.1% (154)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FICO	▲ Buy	Oct 13, 26	Oct 13, 27	$723.03	🎯$1100	$723.03	+52%	+0% so far
SNPS	▲ Buy	Oct 12, 26	Oct 12, 27	$502.51	🎯$620	$494.51	+23%	-2% so far
CRWD	▲ Buy	Oct 9, 26	Oct 9, 27	$275.04	🎯$310	$261.21	+13%	-5% so far
MRVL	▲ Buy	Oct 7, 26	Oct 7, 27	$284.68	🎯$400	$268.73	+41%	-6% so far
APP	▲ Buy	Oct 6, 26	Oct 6, 27	$278.78	🎯$475	$272.28	+70%	-2% so far
WDAY	▲ Buy	Oct 5, 26	Oct 5, 27	$188.96	🎯$230	$186.02	+22%	-2% so far
ON	▲ Buy	Oct 2, 26	Oct 2, 27	$84.89	🎯$116	$76.69	+37%	-10% so far
MU	▲ Buy	Oct 1, 26	Oct 1, 27	$1097.39	🎯$1650	$953.19	+50%	-13% so far

Sample (0 recent finished + 8 in progress) of 755 calls.

▸ Industry

61.1%

+26.3%

+26.4%

-1.9% (25)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EFX	▲ Buy	Oct 13, 26	Oct 13, 27	$149.08	🎯$190	$149.08	+27%	+0% so far
GNRC	▲ Buy	Sep 17, 26	Sep 17, 27	$207.23	🎯$283	$214.29	+37%	+3% so far
UBER	▲ Buy	Aug 6, 26	Aug 6, 27	$70.47	🎯$109	$71.32	+55%	+1% so far
SPCX	▲ Buy	Aug 5, 26	Aug 5, 27	$108.27	🎯$250	$156.54	+131%	+45% so far
GNRC	▲ Buy	Jul 30, 26	Jul 30, 27	$191.91	🎯$283	$214.29	+47%	+12% so far
EFX	▲ Buy	Jul 22, 26	Jul 22, 27	$170.45	🎯$245	$149.08	+44%	-13% so far
SPCX	▲ Buy	Jul 15, 26	Jul 15, 27	$135.27	🎯$250	$156.54	+85%	+16% so far
EFX	▲ Buy	Jul 7, 26	Jul 7, 27	$167.09	🎯$265	$149.08	+59%	-11% so far

Sample (0 recent finished + 8 in progress) of 95 calls.

▸ Cons. disc.

172

64%

+25.6%

+24.5%

-0.7% (27)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RL	▲ Buy	Aug 6, 26	Aug 6, 27	$395.53	🎯$450	$373.75	+14%	-6% so far
EBAY	▲ Buy	Aug 6, 26	Aug 6, 27	$110.14	🎯$135	$116.41	+23%	+6% so far
DASH	▲ Buy	Aug 6, 26	Aug 6, 27	$213.26	🎯$265	$193.09	+24%	-9% so far
AMZN	▲ Buy	Jul 31, 26	Jul 31, 27	$271.58	🎯$300	$258.58	+10%	-5% so far
CVNA	▲ Buy	Jul 30, 26	Jul 30, 27	$61.44	🎯$120	$60.39	+95%	-2% so far
DECK	▲ Buy	Jul 24, 26	Jul 24, 27	$96.04	🎯$125	$84.02	+30%	-13% so far
DECK	▲ Buy	May 22, 26	May 22, 27	$106.67	🎯$138	$84.02	+29%	-21% so far
RL	▲ Buy	May 21, 26	May 21, 27	$377.78	🎯$405	$373.75	+7%	-1% so far

Sample (0 recent finished + 8 in progress) of 172 calls.

▸ Comm.

140

56.4%

+10.5%

+9.4%

-6.6% (23)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DIS	▲ Buy	Oct 9, 26	Oct 9, 27	$108.05	🎯$125	$108.58	+16%	+0% so far
GOOGL	▲ Buy	Oct 8, 26	Oct 8, 27	$348.29	🎯$450	$353.78	+29%	+2% so far
TTD	▲ Buy	Aug 7, 26	Aug 7, 27	$13.8	🎯$19	$12.17	+38%	-12% so far
DIS	▲ Buy	Jun 12, 26	Jun 12, 27	$100.04	🎯$125	$108.58	+25%	+9% so far
GOOGL	▲ Buy	Jun 3, 26	Jun 3, 27	$358.99	🎯$450	$353.78	+25%	-1% so far
GOOGL	▲ Buy	May 20, 26	May 20, 27	$388.91	🎯$450	$353.78	+16%	-9% so far
TTD	▲ Buy	May 8, 26	May 8, 27	$23.08	🎯$25	$12.17	+8%	-47% so far
GOOGL	▲ Buy	Apr 30, 26	Apr 30, 27	$384.8	🎯$450	$353.78	+17%	-8% so far

Sample (0 recent finished + 8 in progress) of 140 calls.

▸ Health

158

55.1%

+10.1%

+8.8%

-2.3% (39)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEHC	▲ Buy	Oct 5, 26	Oct 5, 27	$64.77	🎯$93	$68.79	+44%	+6% so far
GEHC	▲ Buy	Sep 22, 26	Sep 22, 27	$66.27	🎯$93	$68.79	+40%	+4% so far
COO	▲ Buy	Sep 15, 26	Sep 15, 27	$53.27	🎯$73	$54.59	+37%	+2% so far
COO	▲ Buy	Sep 10, 26	Sep 10, 27	$54.17	🎯$73	$54.59	+35%	+1% so far
MDT	▲ Buy	Sep 1, 26	Sep 1, 27	$92.04	🎯$114	$93.01	+24%	+1% so far
MDT	▲ Buy	Aug 27, 26	Aug 27, 27	$89.97	🎯$114	$93.01	+27%	+3% so far
VEEV	▲ Buy	Aug 27, 26	Aug 27, 27	$282.13	🎯$310	$301.63	+10%	+7% so far
VEEV	▲ Buy	Aug 24, 26	Aug 24, 27	$248.46	🎯$270	$301.63	+9%	+21% so far

Sample (0 recent finished + 8 in progress) of 158 calls.

▸ Real estate

50%

-2.0%

-23.2% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CSGP	▲ Buy	Oct 6, 26	Oct 6, 27	$27.63	🎯$40	$30	+45%	+9% so far
CSGP	▲ Buy	Jul 29, 26	Jul 29, 27	$29.83	🎯$40	$30	+34%	+1% so far
CSGP	▲ Buy	Apr 29, 26	Apr 29, 27	$34.14	🎯$50	$30	+46%	-12% so far
CSGP	▲ Buy	Feb 25, 26	Feb 25, 27	$44.78	🎯$60	$30	+34%	-33% so far
CSGP	▲ Buy	Jan 8, 26	Jan 8, 27	$58.49	🎯$80	$30	+37%	-49% so far
CSGP	▲ Buy	Dec 8, 25	Dec 8, 26	$66.33	🎯$105	$30	+58%	-55% so far
CSGP	▲ Buy	Jul 23, 25	Jul 23, 26	$91	🎯$105	$27.3	+15%	-70.2%
CSGP	▲ Buy	Apr 30, 25	Apr 30, 26	$74.17	🎯$98	$34.86	+32%	-53.3%

Sample (2 recent finished + 6 in progress) of 26 calls.

▸ Cons. staples

13.6%

-15.6%

-6.3% (17)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
STZ	▲ Buy	Oct 8, 26	Oct 8, 27	$123.63	🎯$150	$127.06	+21%	+3% so far
TAP	▲ Buy	Aug 7, 26	Aug 7, 27	$42.52	🎯$50	$38.52	+18%	-9% so far
PM	▲ Buy	Jul 23, 26	Jul 23, 27	$191.12	🎯$215	$199.29	+12%	+4% so far
STZ	▲ Buy	Jul 2, 26	Jul 2, 27	$137.47	🎯$185	$127.06	+35%	-8% so far
STZ	▲ Buy	Jun 26, 26	Jun 26, 27	$146.3	🎯$185	$127.06	+26%	-13% so far
TAP	▲ Buy	May 1, 26	May 1, 27	$42.14	🎯$50	$38.52	+19%	-9% so far
PM	▲ Buy	Apr 23, 26	Apr 23, 27	$169.19	🎯$200	$199.29	+18%	+18% so far
PM	▲ Buy	Apr 13, 26	Apr 13, 27	$159.47	🎯$200	$199.29	+25%	+25% so far

Sample (0 recent finished + 8 in progress) of 22 calls.

The 25 stocks Needham performed best on

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ LITE Lumentum

71.4%

+201.6%

+217.3%

+152.6% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LITE	▲ Buy	Jun 9, 26	Jun 9, 27	$821.76	🎯$1040	$987.99	+27%	+20% so far
LITE	▲ Buy	Mar 4, 26	Mar 4, 27	$680.8	🎯$850	$987.99	+25%	+45% so far
LITE	▲ Buy	Feb 4, 26	Feb 4, 27	$465.54	🎯$550	$987.99	+18%	+112% so far
LITE	▲ Buy	Jan 8, 26	Jan 8, 27	$348.26	🎯$470	$987.99	+35%	+184% so far
LITE	▲ Buy	Nov 24, 25	Nov 24, 26	$299.36	🎯$290	$987.99	-3%	+230% so far
LITE	▲ Buy	Nov 5, 25	Nov 5, 26	$232.75	🎯$235	$987.99	+1%	+324% so far
LITE	▲ Buy	Aug 13, 25	Aug 13, 26	$120.23	🎯$145	$880.08	+21%	+632.3%
LITE	▲ Buy	Jun 11, 25	Jun 11, 26	$82.36	🎯$105	$889.49	+27%	+980.1%

Sample (2 recent finished + 6 in progress) of 21 calls.

▸ HUT HUT

100%

+145.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HUT	▲ Buy	Aug 5, 26	Aug 5, 27	$98.62	🎯$138	—	+40%	⏳
HUT	▲ Buy	Jul 20, 26	Jul 20, 27	$100.93	🎯$145	—	+44%	⏳
HUT	▲ Buy	May 7, 26	May 7, 27	$101.18	🎯$128	—	+27%	⏳
HUT	▲ Buy	Feb 26, 26	Feb 26, 27	$54.82	🎯$66	—	+20%	⏳
HUT	▲ Buy	Jan 16, 26	Jan 16, 27	$59.65	🎯$60	—	+1%	⏳
HUT	▲ Buy	Dec 18, 25	Dec 18, 26	$38.59	🎯$60	—	+55%	⏳
HUT	▲ Buy	May 9, 25	May 9, 26	$13.89	🎯$21	$102.23	+51%	+635.7%
HUT	▲ Buy	Mar 4, 25	Mar 4, 26	$14.02	🎯$30	$54.26	+114%	+286.7%

Sample (2 recent finished + 6 in progress) of 13 calls.

▸ MU Micron Technology

77.8%

+102.7%

+126.2%

+112.9% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Buy	Oct 1, 26	Oct 1, 27	$1097.39	🎯$1650	$953.19	+50%	-13% so far
MU	▲ Buy	Jun 25, 26	Jun 25, 27	$1213.56	🎯$1650	$953.19	+36%	-21% so far
MU	▲ Buy	Jun 22, 26	Jun 22, 27	$1211.38	🎯$1550	$953.19	+28%	-21% so far
MU	▲ Buy	Mar 19, 26	Mar 19, 27	$444.27	🎯$500	$953.19	+13%	+115% so far
MU	▲ Buy	Feb 17, 26	Feb 17, 27	$399.78	🎯$450	$953.19	+13%	+138% so far
MU	▲ Buy	Dec 18, 25	Dec 18, 26	$248.55	🎯$300	$953.19	+21%	+284% so far
MU	▲ Buy	Dec 16, 25	Dec 16, 26	$232.51	🎯$300	$953.19	+29%	+310% so far
MU	▲ Buy	Sep 24, 25	Sep 24, 26	$161.71	🎯$200	$1080.22	+24%	+568.2%

Sample (1 recent finished + 7 in progress) of 27 calls.

▸ TPR Tapestry, Inc.

87.5%

+95.9%

+115.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TPR	▲ Buy	Feb 5, 21	Feb 5, 22	$37.55	🎯$41	$38.68	+9%	+2.9%
TPR	▲ Buy	Feb 1, 21	Feb 1, 22	$31.85	🎯$37	$38.86	+16%	+21.7%
TPR	▲ Buy	Nov 2, 20	Nov 2, 21	$23.63	🎯$26	$39.7	+10%	+67.8%
TPR	▲ Buy	Oct 27, 20	Oct 27, 21	$21.42	🎯$24	$38.13	+12%	+77.7%
TPR	▲ Buy	May 1, 20	May 1, 21	$14.77	🎯$18	$48.59	+22%	+228.6%
TPR	▲ Buy	Apr 27, 20	Apr 27, 21	$15.05	🎯$16	$47.41	+6%	+214.8%
TPR	▲ Buy	Mar 23, 20	Mar 23, 21	$13.72	🎯$18	$40.61	+31%	+196.2%
TPR	▲ Buy	Oct 16, 18	Oct 16, 19	$44.47	🎯$50	$25.35	+12%	-42.7%

▸ COHR Coherent Corp.

95.7%

+107.6%

+28.7% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COHR	▲ Buy	Aug 13, 26	Aug 13, 27	$327.23	🎯$420	$289.98	+28%	-11% so far
COHR	▲ Buy	Mar 4, 26	Mar 4, 27	$274.86	🎯$330	$289.98	+20%	+6% so far
COHR	▲ Buy	Feb 5, 26	Feb 5, 27	$209.24	🎯$235	$289.98	+12%	+39% so far
COHR	▲ Buy	Nov 6, 25	Nov 6, 26	$159.3	🎯$190	$289.98	+19%	+82% so far
COHR	▲ Buy	Aug 14, 25	Aug 14, 26	$91.65	🎯$120	$326.27	+31%	+255.5%
COHR	▲ Buy	May 29, 25	May 29, 26	$79.52	🎯$90	$361.82	+13%	+354.6%
COHR	▲ Buy	Apr 28, 25	Apr 28, 26	$64.81	🎯$85	$303.96	+31%	+369%
COHR	▲ Buy	Feb 6, 25	Feb 6, 26	$100.46	🎯$125	$228.04	+24%	+126.6%

Sample (4 recent finished + 4 in progress) of 23 calls.

▸ COIN Coinbase

66.7%

+103.5%

-2.3% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COIN	▲ Buy	Jul 31, 26	Jul 31, 27	$146.26	🎯$177	$181.79	+21%	+24% so far
COIN	▲ Buy	Jun 17, 26	Jun 17, 27	$164.92	🎯$220	$181.79	+33%	+10% so far
COIN	▲ Buy	May 8, 26	May 8, 27	$201.16	🎯$220	$181.79	+9%	-10% so far
COIN	▲ Buy	Feb 13, 26	Feb 13, 27	$164.32	🎯$230	$181.79	+40%	+11% so far
COIN	▲ Buy	Oct 31, 25	Oct 31, 26	$343.78	🎯$400	$181.79	+16%	-47% so far
COIN	▲ Buy	Aug 1, 25	Aug 1, 26	$314.69	🎯$400	$147.9	+27%	-53.4%
COIN	▲ Buy	May 12, 25	May 12, 26	$207.22	🎯$270	$207.22	+30%	+0.2%
COIN	▲ Buy	Feb 13, 25	Feb 13, 26	$298.11	🎯$330	$163.96	+11%	-44.9%

Sample (3 recent finished + 5 in progress) of 30 calls.

▸ NVDA Nvidia

89.3%

+97.9%

+102.8%

+11.7% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Buy	Sep 4, 26	Sep 4, 27	$230.36	🎯$300	$228.52	+30%	-1% so far
NVDA	▲ Buy	Aug 27, 26	Aug 27, 27	$227.98	🎯$300	$228.52	+32%	+0% so far
NVDA	▲ Buy	Jun 2, 26	Jun 2, 27	$214.75	🎯$270	$228.52	+26%	+6% so far
NVDA	▲ Buy	May 21, 26	May 21, 27	$219.51	🎯$270	$228.52	+23%	+4% so far
NVDA	▲ Buy	Mar 18, 26	Mar 18, 27	$180.4	🎯$240	$228.52	+33%	+27% so far
NVDA	▲ Buy	Feb 26, 26	Feb 26, 27	$184.89	🎯$240	$228.52	+30%	+24% so far
NVDA	▲ Buy	Feb 18, 26	Feb 18, 27	$187.98	🎯$240	$228.52	+28%	+22% so far
NVDA	▲ Buy	Aug 28, 25	Aug 28, 26	$180.17	🎯$200	$218.01	+11%	+20.8%

Sample (1 recent finished + 7 in progress) of 28 calls.

▸ TRMB Trimble Inc.

100%

+88.4%

+98.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRMB	▲ Buy	Nov 5, 20	Nov 5, 21	$55.83	🎯$56	$86.54	+0%	+54.7%
TRMB	▲ Buy	Aug 6, 20	Aug 6, 21	$49.05	🎯$50	$89.27	+2%	+82.2%
TRMB	▲ Buy	May 11, 20	May 11, 21	$35.5	🎯$42	$73.84	+18%	+108%
TRMB	▲ Buy	Mar 24, 20	Mar 24, 21	$28.52	🎯$34	$71.01	+19%	+148.7%
TRMB	▲ Buy	Feb 10, 16	Feb 9, 17	$21.38	—	$31.64	—	+48.3%

▸ CIEN Ciena

87.5%

+91.9%

+33.0% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CIEN	▲ Buy	Sep 17, 26	Sep 17, 27	$344.25	🎯$520	$400.4	+51%	+16% so far
CIEN	▲ Buy	Sep 3, 26	Sep 3, 27	$321	🎯$520	$400.4	+62%	+25% so far
CIEN	▲ Buy	Aug 26, 26	Aug 26, 27	$404.03	🎯$600	$400.4	+49%	-1% so far
CIEN	▲ Buy	Jun 23, 26	Jun 23, 27	$459.85	🎯$600	$400.4	+30%	-13% so far
CIEN	▲ Buy	Jun 5, 26	Jun 5, 27	$488.21	🎯$600	$400.4	+23%	-18% so far
CIEN	▲ Buy	Mar 5, 26	Mar 5, 27	$294.17	🎯$370	$400.4	+26%	+36% so far
CIEN	▲ Buy	Dec 11, 25	Dec 11, 26	$242.37	🎯$280	$400.4	+16%	+65% so far
CIEN	▲ Buy	Dec 8, 25	Dec 8, 26	$212.93	🎯$240	$400.4	+13%	+88% so far

Sample (0 recent finished + 8 in progress) of 24 calls.

▸ LRCX Lam Research

81.3%

+90.4%

+91.6%

+27.4% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LRCX	▲ Buy	Jul 30, 26	Jul 30, 27	$297.72	🎯$390	$301.11	+31%	+1% so far
LRCX	▲ Buy	Jul 10, 26	Jul 10, 27	$350.33	🎯$390	$301.11	+11%	-14% so far
LRCX	▲ Buy	Apr 23, 26	Apr 23, 27	$258.56	🎯$300	$301.11	+16%	+16% so far
LRCX	▲ Buy	Jan 29, 26	Jan 29, 27	$248.17	🎯$300	$301.11	+21%	+21% so far
LRCX	▲ Buy	Jan 20, 26	Jan 20, 27	$222.41	🎯$250	$301.11	+12%	+35% so far
LRCX	▲ Buy	Oct 23, 25	Oct 23, 26	$147.54	🎯$160	$301.11	+8%	+104% so far
LRCX	▲ Buy	Jul 31, 25	Jul 31, 26	$94.84	🎯$115	$293.06	+21%	+209%
LRCX	▲ Buy	Apr 24, 25	Apr 24, 26	$71.42	🎯$80	$259.25	+12%	+263.3%

Sample (2 recent finished + 6 in progress) of 16 calls.

▸ CRWD CrowdStrike

86.5%

+70.5%

+70.8%

+52.0% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Buy	Oct 9, 26	Oct 9, 27	$275.04	🎯$310	$261.21	+13%	-5% so far
CRWD	▲ Buy	Sep 3, 26	Sep 3, 27	$214.97	🎯$250	$261.21	+16%	+22% so far
CRWD	▲ Buy	Aug 27, 26	Aug 27, 27	$227.96	🎯$250	$261.21	+10%	+15% so far
CRWD	▲ Buy	Jul 9, 26	Jul 9, 27	$198.4	🎯$235	$261.21	+18%	+32% so far
CRWD	▲ Buy	Jun 4, 26	Jun 4, 27	$179.77	🎯$780	$261.21	+334%	+45% so far
CRWD	▲ Buy	Mar 4, 26	Mar 4, 27	$101.92	🎯$475	$261.21	+366%	+156% so far
CRWD	▲ Buy	Dec 3, 25	Dec 3, 26	$131.04	🎯$575	$261.21	+339%	+99% so far
CRWD	▲ Buy	Sep 18, 25	Sep 18, 26	$125.66	🎯$535	$237.5	+326%	+89.1%

Sample (1 recent finished + 7 in progress) of 37 calls.

▸ HOOD Robinhood Markets

77.8%

+67.5%

+20.6% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HOOD	▲ Buy	Jul 30, 26	Jul 30, 27	$86.6	🎯$120	$110.52	+39%	+28% so far
HOOD	▲ Buy	Jul 21, 26	Jul 21, 27	$106.36	🎯$123	$110.52	+16%	+4% so far
HOOD	▲ Buy	Jun 11, 26	Jun 11, 27	$92.23	🎯$97	$110.52	+5%	+20% so far
HOOD	▲ Buy	Apr 29, 26	Apr 29, 27	$71.2	🎯$85	$110.52	+19%	+55% so far
HOOD	▲ Buy	Apr 2, 26	Apr 2, 27	$68.9	🎯$90	$110.52	+31%	+60% so far
HOOD	▲ Buy	Feb 11, 26	Feb 11, 27	$77.97	🎯$100	$110.52	+28%	+42% so far
HOOD	▲ Buy	Jan 28, 26	Jan 28, 27	$103.4	🎯$135	$110.52	+31%	+7% so far
HOOD	▲ Buy	Dec 5, 25	Dec 5, 26	$131.95	🎯$145	$110.52	+10%	-16% so far

Sample (0 recent finished + 8 in progress) of 9 calls.

▸ CVNA Carvana

65.4%

+65.2%

+63.1%

-8.2% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CVNA	▲ Buy	Jul 30, 26	Jul 30, 27	$61.44	🎯$120	$60.39	+95%	-2% so far
CVNA	▲ Buy	Apr 30, 26	Apr 30, 27	$79.16	🎯$600	$60.39	+658%	-24% so far
CVNA	▲ Buy	Mar 16, 26	Mar 16, 27	$61.19	🎯$500	$60.39	+717%	-1% so far
CVNA	▲ Buy	Feb 19, 26	Feb 19, 27	$66.56	🎯$500	$60.39	+651%	-9% so far
CVNA	▲ Buy	Nov 17, 25	Nov 17, 26	$64.62	🎯$500	$60.39	+674%	-7% so far
CVNA	▲ Buy	Oct 30, 25	Oct 30, 26	$61.01	🎯$500	$60.39	+720%	-1% so far
CVNA	▲ Buy	Oct 24, 25	Oct 24, 26	$70.24	🎯$500	$60.39	+612%	-14% so far
CVNA	▲ Buy	Jul 31, 25	Jul 31, 26	$78.03	🎯$500	$62.42	+541%	-20.1%

Sample (1 recent finished + 7 in progress) of 26 calls.

▸ ANET Arista Networks

94.1%

+57.0%

+61.5%

+30.6% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ANET	▲ Buy	Aug 5, 26	Aug 5, 27	$197.31	🎯$260	$204.52	+32%	+4% so far
ANET	▲ Buy	Jul 22, 26	Jul 22, 27	$174.87	🎯$200	$204.52	+14%	+17% so far
ANET	▲ Buy	May 6, 26	May 6, 27	$147.06	🎯$185	$204.52	+26%	+39% so far
ANET	▲ Buy	Feb 18, 26	Feb 18, 27	$137.23	🎯$185	$204.52	+35%	+49% so far
ANET	▲ Buy	Feb 13, 26	Feb 13, 27	$141.59	🎯$185	$204.52	+31%	+44% so far
ANET	▲ Buy	Sep 16, 25	Sep 16, 26	$142.16	🎯$160	$197.6	+13%	+39%
ANET	▲ Buy	Aug 6, 25	Aug 6, 26	$138.78	🎯$155	$192.9	+12%	+38.6%
ANET	▲ Buy	May 15, 25	May 15, 26	$96.07	🎯$130	$142.18	+35%	+47.8%

Sample (3 recent finished + 5 in progress) of 17 calls.

▸ MPWR Monolithic Power Systems

92%

+51.3%

-5.6% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MPWR	▲ Buy	Jul 31, 26	Jul 31, 27	$1426.03	🎯$2000	$1319.55	+40%	-7% so far
MPWR	▲ Buy	May 1, 26	May 1, 27	$1583.48	🎯$1750	$1319.55	+11%	-17% so far
MPWR	▲ Buy	Feb 6, 26	Feb 6, 27	$1229.82	🎯$1300	$1319.55	+6%	+7% so far
MPWR	▲ Buy	Sep 29, 25	Sep 29, 26	$886.59	🎯$1025	$1356.48	+16%	+52.9%
MPWR	▲ Buy	Aug 1, 25	Aug 1, 26	$785.62	🎯$820	$1343.41	+4%	+71.1%
MPWR	▲ Buy	May 2, 25	May 2, 26	$636.89	🎯$800	$1573.12	+26%	+147%
MPWR	▲ Buy	Feb 7, 25	Feb 7, 26	$720.25	🎯$800	$1202.82	+11%	+67.5%
MPWR	▲ Buy	Nov 22, 24	Nov 22, 25	$580.81	🎯$600	$894.45	+3%	+53.8%

Sample (5 recent finished + 3 in progress) of 25 calls.

▸ KLAC KLA Corporation

81.8%

+43.8%

+50.6%

+17.8% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KLAC	▲ Buy	Jul 29, 26	Jul 29, 27	$170.19	🎯$270	$184	+59%	+8% so far
KLAC	▲ Buy	Jul 10, 26	Jul 10, 27	$231.52	🎯$270	$184	+17%	-21% so far
KLAC	▲ Buy	Apr 30, 26	Apr 30, 27	$175.04	🎯$2000	$184	+1043%	+5% so far
KLAC	▲ Buy	Mar 16, 26	Mar 16, 27	$143.82	🎯$1800	$184	+1152%	+28% so far
KLAC	▲ Buy	Jan 30, 26	Jan 30, 27	$142.79	🎯$1800	$184	+1161%	+29% so far
KLAC	▲ Buy	Jan 20, 26	Jan 20, 27	$148.62	🎯$1800	$184	+1111%	+24% so far
KLAC	▲ Buy	Oct 30, 25	Oct 30, 26	$121.44	🎯$1350	$184	+1012%	+52% so far
KLAC	▲ Buy	May 1, 25	May 1, 26	$67.63	🎯$830	$172.46	+1127%	+155.3%

Sample (1 recent finished + 7 in progress) of 11 calls.

▸ DHR Danaher Corporation

100%

+50.6%

+48.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DHR	▲ Buy	Jul 27, 20	Jul 27, 21	$176.4	🎯$209	$257.54	+18%	+46%
DHR	▲ Buy	May 15, 20	May 15, 21	$145.26	🎯$183	$222.25	+26%	+53.1%
DHR	▲ Buy	Feb 3, 20	Feb 2, 21	$142.73	🎯$187	$216.95	+31%	+52.2%
DHR	▲ Buy	Jan 2, 20	Jan 1, 21	$137.51	🎯$167	$198.01	+21%	+43.9%
DHR	▲ Buy	Jan 3, 19	Jan 3, 20	$86.54	🎯$114	$136.73	+32%	+57.9%

▸ ON ON Semiconductor

64.5%

+45.7%

+48.2%

-4.9% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ON	▲ Buy	Oct 2, 26	Oct 2, 27	$84.89	🎯$116	$76.69	+37%	-10% so far
ON	▲ Buy	Sep 17, 26	Sep 17, 27	$68.3	🎯$116	$76.69	+70%	+12% so far
ON	▲ Buy	Aug 4, 26	Aug 4, 27	$80.78	🎯$116	$76.69	+44%	-5% so far
ON	▲ Buy	Jun 26, 26	Jun 26, 27	$90.65	🎯$130	$76.69	+43%	-15% so far
ON	▲ Buy	May 5, 26	May 5, 27	$102.67	🎯$110	$76.69	+7%	-25% so far
ON	▲ Buy	Feb 10, 26	Feb 10, 27	$67.38	🎯$72	$76.69	+7%	+14% so far
ON	▲ Buy	Aug 4, 25	Aug 4, 26	$47.24	🎯$58	$77	+23%	+62.8%
ON	▲ Buy	May 6, 25	May 6, 26	$38.51	🎯$50	$105.9	+30%	+174.7%

Sample (2 recent finished + 6 in progress) of 31 calls.

▸ AXON Axon Enterprise

66.7%

+47.5%

+48.1%

-19.2% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AXON	▲ Buy	Jul 6, 26	Jul 6, 27	$622.35	🎯$750	$413.35	+21%	-34% so far
AXON	▲ Buy	Feb 20, 26	Feb 20, 27	$433.91	🎯$600	$413.35	+38%	-5% so far
AXON	▲ Buy	Sep 24, 25	Sep 24, 26	$698.02	🎯$870	$446.73	+25%	-36.2%
AXON	▲ Buy	Aug 5, 25	Aug 5, 26	$867.12	🎯$870	$606.98	+0%	-29.7%
AXON	▲ Buy	May 8, 25	May 8, 26	$686.83	🎯$750	$405.23	+9%	-41.2%
AXON	▲ Buy	Apr 23, 25	Apr 23, 26	$576.9	🎯$600	$392.29	+4%	-31.9%
AXON	▲ Buy	Feb 26, 25	Feb 26, 26	$572.4	🎯$600	$549.5	+5%	-3.9%
AXON	▲ Buy	Nov 8, 24	Nov 8, 25	$616.14	🎯$600	$585.33	-3%	-5.1%

Sample (6 recent finished + 2 in progress) of 27 calls.

▸ AMAT Applied Materials

72.4%

+41.5%

+46.7%

+26.2% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMAT	▲ Buy	Aug 14, 26	Aug 14, 27	$507.18	🎯$740	$464.24	+46%	-8% so far
AMAT	▲ Buy	Jul 10, 26	Jul 10, 27	$602.5	🎯$740	$464.24	+23%	-23% so far
AMAT	▲ Buy	May 15, 26	May 15, 27	$436.62	🎯$530	$464.24	+21%	+6% so far
AMAT	▲ Buy	Feb 13, 26	Feb 13, 27	$354.91	🎯$440	$464.24	+24%	+31% so far
AMAT	▲ Buy	Jan 20, 26	Jan 20, 27	$318.23	🎯$390	$464.24	+23%	+46% so far
AMAT	▲ Buy	Nov 14, 25	Nov 14, 26	$226.01	🎯$260	$464.24	+15%	+105% so far
AMAT	▲ Buy	May 16, 25	May 16, 26	$165.57	🎯$195	$413.92	+18%	+149.8%
AMAT	▲ Buy	Feb 14, 25	Feb 14, 26	$169.2	🎯$195	$358.7	+15%	+112.3%

Sample (2 recent finished + 6 in progress) of 29 calls.

▸ MRVL Marvell Technology

56.5%

+46.3%

+94.7% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MRVL	▲ Buy	Oct 7, 26	Oct 7, 27	$284.68	🎯$400	$268.73	+41%	-6% so far
MRVL	▲ Buy	Aug 28, 26	Aug 28, 27	$216.62	🎯$300	$268.73	+38%	+24% so far
MRVL	▲ Buy	May 28, 26	May 28, 27	$204.83	🎯$270	$268.73	+32%	+31% so far
MRVL	▲ Buy	Feb 3, 26	Feb 3, 27	$75.54	🎯$118	$268.73	+56%	+256% so far
MRVL	▲ Buy	Dec 3, 25	Dec 3, 26	$100.2	🎯$120	$268.73	+20%	+168% so far
MRVL	▲ Buy	Sep 25, 25	Sep 25, 26	$83.17	🎯$95	$252.01	+14%	+202.9%
MRVL	▲ Buy	Aug 29, 25	Aug 29, 26	$62.87	🎯$80	$211.87	+27%	+236.7%
MRVL	▲ Buy	Jun 18, 25	Jun 18, 26	$74.95	🎯$85	$310.29	+13%	+314.4%

Sample (3 recent finished + 5 in progress) of 23 calls.

▸ BKNG Booking Holdings

100%

+44.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BKNG	▲ Buy	Nov 6, 20	Nov 6, 21	$71.35	🎯$1900	$105.6	+2563%	+48%
BKNG	▲ Buy	Aug 7, 20	Aug 7, 21	$70.18	🎯$2000	$86.32	+2750%	+23%
BKNG	▲ Buy	May 5, 20	May 5, 21	$55.73	🎯$1750	$93.63	+3040%	+67.8%
BKNG	▲ Buy	Feb 27, 20	Feb 26, 21	$66.39	🎯$2000	$92.95	+2913%	+40.3%

▸ PANW Palo Alto Networks

77.8%

+35.8%

+42.6%

+78.6% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PANW	▲ Buy	Sep 2, 26	Sep 2, 27	$328.48	🎯$425	$397.03	+29%	+21% so far
PANW	▲ Buy	Jul 7, 26	Jul 7, 27	$337.04	🎯$425	$397.03	+26%	+18% so far
PANW	▲ Buy	Jun 3, 26	Jun 3, 27	$280.43	🎯$350	$397.03	+25%	+42% so far
PANW	▲ Buy	Feb 18, 26	Feb 18, 27	$152.35	🎯$200	$397.03	+31%	+161% so far
PANW	▲ Buy	Jan 28, 26	Jan 28, 27	$183.74	🎯$230	$397.03	+25%	+116% so far
PANW	▲ Buy	Nov 20, 25	Nov 20, 26	$185.07	🎯$230	$397.03	+24%	+115% so far
PANW	▲ Buy	Sep 3, 25	Sep 3, 26	$191.53	🎯$230	$331.35	+20%	+73.3%
PANW	▲ Buy	Aug 19, 25	Aug 19, 26	$181.56	🎯$230	$359.49	+27%	+98.2%

Sample (2 recent finished + 6 in progress) of 9 calls.

▸ EBAY eBay Inc.

100%

+40.6%

+23.6% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EBAY	▲ Buy	Aug 6, 26	Aug 6, 27	$110.14	🎯$135	$116.41	+23%	+6% so far
EBAY	▲ Buy	Apr 30, 26	Apr 30, 27	$103.48	🎯$122	$116.41	+18%	+12% so far
EBAY	▲ Buy	Feb 19, 26	Feb 19, 27	$84.75	🎯$122	$116.41	+44%	+37% so far
EBAY	▲ Buy	Oct 30, 25	Oct 30, 26	$83.73	🎯$115	$116.41	+37%	+39% so far
EBAY	▲ Buy	Jul 31, 25	Jul 31, 26	$91.75	🎯$95	$113.77	+4%	+24.3%
EBAY	▲ Buy	May 1, 25	May 1, 26	$67.67	🎯$78	$104.21	+15%	+53.8%
EBAY	▲ Buy	Feb 27, 25	Feb 27, 26	$63.48	🎯$72	$90.78	+13%	+43.1%
EBAY	▲ Buy	Oct 31, 24	Oct 31, 25	$57.51	🎯$72	$81.09	+25%	+41.4%

▸ RIOT RIOT

56.3%

+40.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RIOT	▲ Buy	May 22, 26	May 22, 27	$24.49	🎯$28.5	—	+16%	⏳
RIOT	▲ Buy	May 1, 26	May 1, 27	$18.5	🎯$24	—	+30%	⏳
RIOT	▲ Buy	Mar 3, 26	Mar 3, 27	$15.29	🎯$24	—	+57%	⏳
RIOT	▲ Buy	Jan 20, 26	Jan 20, 27	$18.1	🎯$30	—	+66%	⏳
RIOT	▲ Buy	Oct 31, 25	Oct 31, 26	$19.78	🎯$28	—	+42%	⏳
RIOT	▲ Buy	Jun 17, 25	Jun 17, 26	$9.66	🎯$15	$27.43	+55%	+184%
RIOT	▲ Buy	May 2, 25	May 2, 26	$8.39	🎯$12	$18.71	+43%	+122.7%
RIOT	▲ Buy	Feb 25, 25	Feb 25, 26	$9.32	🎯$13.5	$17.06	+45%	+83.3%

Sample (3 recent finished + 5 in progress) of 16 calls.

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.

❓ Needham: frequently asked questions

Is Needham a reliable analyst? How accurate are their price targets?

Over 12 months, 64.7% of Needham's targets were profitable, averaging +33.3% per call (+9.7% vs their sector), across 1442 timestamped calls. Verdict: fairly reliable. We judge on real results, not reputation — the call-by-call detail is further up this page.