Ratings by Needham (Kyle Peterson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/18/2026 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2026 | Fair Isaac | FICO | Maintain | Buy (Buy) |
|
Details | ||
| 5/15/2026 | NIQ Global Intelligence Plc | NIQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | Affirm Holdings | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2026 | Better Home & Finance Holding | BETR | New Coverage | Buy (N/A) |
44.38 (26.39) |
-40.54% | Details | |
| 5/1/2026 | Broadridge Financial | BR | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | TransUnion | TRU | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2026 | NIQ Global Intelligence Plc | NIQ | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2026 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | NIQ Global Intelligence Plc | NIQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2026 | Alight Solutions | ALIT | Downgrade | Hold (Buy) |
1.31 (0.57) |
-56.49% | Details | |
| 2/13/2026 | TransUnion | TRU | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | Sezzle Inc | SEZL | New Coverage | Buy (N/A) |
62.86 (159.44) |
153.64% | Details | |
| 2/6/2026 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Broadridge Financial | BR | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2026 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2026 | Affirm Holdings Inc. | AFRM | Upgrade | Buy (Hold) |
68.71 (77.46) |
12.73% | Details | |
| 11/5/2025 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2025 | TransUnion | TRU | Maintain | Buy (Buy) |
|
Details | ||
| 10/6/2025 | Figure Technology | FIGR | New Coverage | Buy (N/A) |
40.30 (27.62) |
-31.46% | Details | |
| 10/6/2025 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2025 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2025 | Klarna | KLAR | New Coverage | Hold (N/A) |
45.48 (18.64) |
-59.01% | Details | |
| 9/10/2025 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2025 | TransUnion | TRU | Upgrade | Buy (Hold) |
86.46 (69.11) |
-20.07% | Details | |
| 8/29/2025 | Affirm Holdings Inc. | AFRM | Maintain | Hold (Hold) |
|
Details | ||
| 8/21/2025 | First Advantage | FA | Maintain | Hold (N/A) |
|
Details | ||
| 8/18/2025 | NIQ Global Intelligence Plc | NIQ | New Coverage | Buy (N/A) |
17.94 (8.22) |
-54.18% | Details | |
| 8/6/2025 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2025 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | TransUnion | TRU | Maintain | Hold (N/A) |
|
Details | ||
| 7/16/2025 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2025 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2025 | Affirm Holdings Inc. | AFRM | Maintain | Hold (Hold) |
|
Details | ||
| 6/9/2025 | Axos Financial | AX | Maintain | Buy (Buy) |
|
Details | ||
| 5/19/2025 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2025 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Broadridge Financial | BR | New Coverage | Buy (N/A) |
232.18 (140.39) |
-39.53% | Details | |
| 4/11/2025 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2025 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2025 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2025 | Dun & Bradstreet | DNB | Downgrade | Hold (Buy) |
8.73 (9.15) |
4.81% | Details | |
| 3/13/2025 | TriNet Group | TNET | Maintain | Hold (Hold) |
|
Details | ||
| 3/13/2025 | Cardlytics | CDLX | Maintain | Hold (Hold) |
|
Details | ||
| 2/21/2025 | Dun & Bradstreet | DNB | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Open Lending | LPRO | Upgrade | Buy (Hold) |
5.64 (3.12) |
-44.68% | Details | |
| 1/28/2025 | SoFi Technologies | SOFI | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2025 | Affirm Holdings Inc. | AFRM | Maintain | Hold (N/A) |
|
Details | ||
| 12/13/2024 | Upstart Holdings Inc | UPST | Upgrade | Buy (Hold) |
77.08 (32.66) |
-57.63% | Details | |
| 12/10/2024 | MoneyLion | ML | Downgrade | Hold (Buy) |
77.01 (85.90) |
11.54% | Details | |
| 11/13/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | MoneyLion | ML | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Axos Financial | AX | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2024 | TriNet Group | TNET | Downgrade | Hold (Buy) |
80.31 (47.11) |
-41.34% | Details | |
| 10/11/2024 | Axos Financial | AX | New Coverage | Buy (N/A) |
60.41 (93.75) |
55.19% | Details | |
| 10/4/2024 | MoneyLion | ML | Maintain | Buy (Buy) |
|
Details | ||
| 10/2/2024 | Open Lending | LPRO | Maintain | Hold (Hold) |
|
Details | ||
| 9/30/2024 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 9/27/2024 | Donnelley Financial Solutions | DFIN | Maintain | Buy (Buy) |
|
Details | ||
| 9/11/2024 | TriNet Group | TNET | Maintain | Buy (Buy) |
|
Details | ||
| 8/29/2024 | Affirm Holdings Inc. | AFRM | Maintain | Hold (N/A) |
|
Details | ||
| 8/28/2024 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | TransUnion | TRU | Downgrade | Hold (Buy) |
96.47 (86.46) |
-10.38% | Details | |
| 8/8/2024 | Cardlytics | CDLX | Downgrade | Hold (Buy) |
6.90 (5.43) |
-21.3% | Details | |
| 8/7/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2024 | Open Lending | LPRO | Downgrade | Hold (Buy) |
6.12 (5.64) |
-7.84% | Details | |
| 7/19/2024 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2024 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2024 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2024 | Affirm Holdings Inc. | AFRM | New Coverage | Hold (N/A) |
34.09 (68.71) |
101.55% | Details | |
| 4/3/2024 | SoFi Technologies | SOFI | New Coverage | Buy (N/A) |
7.20 (17.30) |
140.28% | Details | |
| 4/3/2024 | MoneyLion | ML | New Coverage | Buy (N/A) |
67.10 (85.90) |
28.02% | Details | |
| 3/21/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2024 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | HireRight Inc. | HRT | Downgrade | Hold (Buy) |
12.87 (14.36) |
11.58% | Details | |
| 2/16/2024 | TriNet Group | TNET | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2024 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2023 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2023 | HireRight Inc. | HRT | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2023 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2023 | Upstart Holdings Inc | UPST | New Coverage | Hold (N/A) |
26.55 (32.66) |
23.01% | Details | |
| 9/11/2023 | TriNet Group | TNET | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | HireRight Inc. | HRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | TriNet Group | TNET | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2023 | Donnelley Financial Solutions | DFIN | New Coverage | Buy (N/A) |
44.26 (40.86) |
-7.68% | Details | |
| 6/8/2023 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Open Lending | LPRO | New Coverage | Buy (N/A) |
9.84 (6.12) |
-37.8% | Details | |
| 5/22/2023 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2023 | TriNet Group | TNET | New Coverage | Buy (N/A) |
88.81 (47.11) |
-46.95% | Details | |
| 5/10/2023 | HireRight Inc. | HRT | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | TransUnion | TRU | Upgrade | Buy (Hold) |
63.07 (96.47) |
52.96% | Details | |
| 3/2/2023 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | Sterling Check | STER | Downgrade | Hold (Buy) |
13.76 (16.74) |
21.66% | Details | |
| 2/9/2023 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2022 | Alight Solutions | ALIT | New Coverage | Buy (N/A) |
8.59 (1.31) |
-84.75% | Details | |
| 11/14/2022 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Sterling Check | STER | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Loyalty Ventures Inc | LYLT | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | HireRight Inc. | HRT | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2022 | First Advantage | FA | New Coverage | Hold (N/A) |
13.88 (17.20) |
23.92% | Details | |
| 9/21/2022 | HireRight Inc. | HRT | New Coverage | Buy (N/A) |
16.11 (14.36) |
-10.86% | Details | |
| 9/21/2022 | Sterling Check | STER | New Coverage | Buy (N/A) |
20.41 (16.74) |
-17.98% | Details | |
| 7/13/2022 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2022 | Loyalty Ventures Inc | LYLT | New Coverage | Buy (N/A) |
11.14 (0.22) |
-98.03% | Details | |
| 5/10/2022 | Dun & Bradstreet | DNB | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2022 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | MarketWise Inc. | MKTW | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2022 | Dun & Bradstreet | DNB | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2021 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | MarketWise Inc. | MKTW | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2021 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | MarketWise Inc. | MKTW | New Coverage | Buy (N/A) |
9.08 (17.05) |
87.78% | Details | |
| 8/4/2021 | Cardlytics | CDLX | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Dun & Bradstreet | DNB | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2021 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2021 | Cardlytics | CDLX | New Coverage | Buy (N/A) |
110.94 (6.90) |
-93.78% | Details | |
| 4/22/2021 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2021 | Dun & Bradstreet | DNB | New Coverage | Buy (N/A) |
24.35 (9.15) |
-62.42% | Details | |
| 2/11/2021 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2021 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2020 | Equifax | EFX | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2020 | Equifax | EFX | New Coverage | Buy (N/A) |
159.87 (158.15) |
-1.08% | Details | |
| 9/21/2020 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details |
