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Kyle Peterson

Kyle Peterson Analyst Performance

Senior Analyst at Needham & Company LLC

Kyle Peterson is a stock analyst at Needham & Company LLC, covering 16 publicly traded companies across a range of sectors. Over the past year, Kyle Peterson has issued 39 stock ratings, including buy and hold recommendations. While full access to Kyle Peterson's proprietary MarketBeat Analyst Rating is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Kyle Peterson's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ratings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
45 Last 3 Years
Buy Recommendations
82.22% 37 Buy Ratings
Companies Covered
16 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy82.2%37 ratings
Hold17.8%8 ratings
Sell0.0%0 ratings

Out of 45 total stock ratings issued by Kyle Peterson at Needham & Company LLC, the majority (82.2%) have been Buy recommendations, followed by 17.8% Hold.

Exchange Coverage

ExchangePercentageCount
NYSE
62.5% of companies on NYSE
10 companies
NASDAQ
37.5% of companies on NASDAQ
6 companies

Kyle Peterson, an analyst at Needham & Company LLC, currently covers 16 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Business Services
6 companies
37.5%
Computer and Technology
5 companies
31.3%
Finance
4 companies
25.0%
Financial Services
1 company
6.3%

Kyle Peterson of Needham & Company LLC specializes in stock coverage within the Business Services sector, with additional focus on Computer and Technology and Finance companies.

Coverage Industries

IndustryPercentage
INTERNET SOFTWARE
3 companies
18.8%
FIN - MISC SVCS
3 companies
18.8%
BUSINESS INFO SVC
2 companies
12.5%
TECHNOLOGY SERVICES
2 companies
12.5%
BUSINESS SERVICES, NOT ELSEWHERE CLASSIFIED
1 company
6.3%
ASSET MANAGEMENT
1 company
6.3%
IT SERVICES
1 company
6.3%
INTERNET SOFTWARE/SERVICES
1 company
6.3%
CONSULTING
1 company
6.3%
FIN - CONS LOANS
1 company
6.3%

About Kyle Peterson

Kyle Peterson joined Needham & Company in 2018 covering the financial technology sector and currently focuses on the financial data and information space. Previously, Kyle was an equity research associate at FBR Capital Markets covering regional banks and online lenders. Prior to FBR, he served as an analyst for The McLean Group, a boutique investment bank focusing on the government services industry. Kyle is a CFA Charterholder and a licensed CPA in Virginia. He holds a BA in Economics and a BS in Accounting from the University of Richmond.
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Kyle Peterson's Ratings History at Needham & Company LLC

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
TransUnion stock logo
TRU
TransUnion
9/3/2025Upgrade$86.37$115.00Buy
First Advantage Co. stock logo
FA
First Advantage
8/21/2025Reiterated Rating$16.51Hold
NIQ
NIQ Global Intelligence
8/18/2025Initiated Coverage$17.94$24.00Buy
Alight, Inc. stock logo
ALIT
Alight
8/6/2025Lower Price Target$4.20$6.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
8/6/2025Reiterated Rating$68.53$82.00Buy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
8/6/2025Boost Price Target$265.19$305.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
7/31/2025Boost Price Target$85.39$102.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
7/30/2025Boost Price Target$22.40$25.00Buy
TransUnion stock logo
TRU
TransUnion
7/25/2025Reiterated Rating$98.33Hold
Fair Isaac Corporation stock logo
FICO
Fair Isaac
7/16/2025Lower Price Target$1,505.90$1,950.00Buy
Affirm Holdings, Inc. stock logo
AFRM
Affirm
7/2/2025Reiterated Rating$67.10Hold
Axos Financial, Inc stock logo
AX
Axos Financial
7/2/2025Boost Price Target$78.25$92.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
6/20/2025Reiterated Rating$1,762.57$2,575.00Buy
Alight, Inc. stock logo
ALIT
Alight
6/20/2025Reiterated Rating$5.23$8.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
6/10/2025Reiterated Rating$1,746.34$2,575.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
6/9/2025Reiterated Rating$71.51$88.00Buy
First Advantage Co. stock logo
FA
First Advantage
6/2/2025Reiterated Rating$17.05Hold
Fair Isaac Corporation stock logo
FICO
Fair Isaac
5/12/2025Boost Price Target$2,089.01$2,575.00Buy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
5/6/2025Initiated Coverage$232.31$300.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
5/1/2025Reiterated Rating$63.55$88.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
5/1/2025Reiterated Rating$48.26$72.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
4/30/2025Reiterated Rating$1,950.51$2,500.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
4/30/2025Reiterated Rating$13.27$20.00Buy
Equifax, Inc. stock logo
EFX
Equifax
4/23/2025Reiterated Rating$245.74$295.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
4/11/2025Reiterated Rating$1,855.60$2,500.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
3/28/2025Reiterated Rating$45.12$72.00Buy
Alight, Inc. stock logo
ALIT
Alight
3/24/2025Reiterated Rating$6.07$9.00Buy
Dun & Bradstreet Holdings, Inc. stock logo
DNB
Dun & Bradstreet
3/24/2025Reiterated Rating$9.00$14.00Hold
Cardlytics, Inc. stock logo
CDLX
Cardlytics
3/13/2025Reiterated Rating$1.98Hold
Dun & Bradstreet Holdings, Inc. stock logo
DNB
Dun & Bradstreet
2/21/2025Lower Price Target$9.44$14.00Buy
Alight, Inc. stock logo
ALIT
Alight
2/21/2025Reiterated Rating$6.91$9.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
2/19/2025Lower Price Target$51.02$72.00Buy
Affirm Holdings, Inc. stock logo
AFRM
Affirm
2/7/2025Reiterated Rating$61.75Hold
Equifax, Inc. stock logo
EFX
Equifax
2/7/2025Lower Price Target$247.04$300.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
2/5/2025Reiterated Rating$1,809.87$2,500.00Buy
Open Lending Corporation stock logo
LPRO
Open Lending
1/29/2025Upgrade$5.64$7.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
1/28/2025Boost Price Target$16.08$20.00Buy
Affirm Holdings, Inc. stock logo
AFRM
Affirm
1/22/2025Reiterated Rating$56.44Hold
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
1/15/2025Reiterated Rating$61.59$79.00Buy