Kyle Peterson Analyst PerformanceSenior Analyst at Needham & Company LLCKyle Peterson is a stock analyst at Needham & Company LLC across a range of sectors, covering 21 publicly traded companies. Over the past year, Kyle Peterson has issued 67 stock ratings, including buy and hold recommendations. While full access to Kyle Peterson's proprietary MarketBeat Analyst Ranking 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 Rankings, Coverage, and Performance StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings100 Last 4 YearsBuy Recommendations89.00% 89 Buy RatingsCompanies Covered21 Unique Companies Ratings Distribution100RatingsDistribution of strong buy, buy, hold, and sell ratings by Kyle Peterson.RatingPercentageCount Strong Buy0.0%0 ratings Buy89.0%89 ratings Hold11.0%11 ratings Sell0.0%0 ratingsOut of 100 total stock ratings issued by Kyle Peterson at Needham & Company LLC, the majority (89.0%) have been Buy recommendations, followed by 11.0% Hold.Best & Worst CallsBest Call000.0%SOFIJan 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%ALITJun 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNYSE57.1% of companies on NYSE12 companiesNASDAQ42.9% of companies on NASDAQ9 companiesKyle Peterson, an analyst at Needham & Company LLC, currently covers 21 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageBusiness Services7 companies33.3%Finance6 companies28.6%Computer and Technology6 companies28.6%Financial Services1 company4.8%Services1 company4.8%Kyle Peterson of Needham & Company LLC specializes in stock coverage within the Business Services sector, with additional focus on Finance and Computer and Technology companies.Coverage IndustriesIndustryPercentageINTERNET SOFTWARE4 companies19.0%FIN - MISC SVCS3 companies14.3%TECHNOLOGY SERVICES2 companies9.5%BUSINESS INFO SVC2 companies9.5%BANKS - FOREIGN1 company4.8%FINANCIAL TRANSACTION SERVICES1 company4.8%IT SERVICES1 company4.8%ASSET MANAGEMENT1 company4.8%SERVICES – COMPUTER PROCESSING, DATA PREPARATION AND PROCESSING1 company4.8%FIN - MTG&REL SVS1 company4.8%CONSULTING1 company4.8%INTERNET SOFTWARE/SERVICES1 company4.8%BUSINESS SERVICES, NOT ELSEWHERE CLASSIFIED1 company4.8%FIN - CONS LOANS1 company4.8% About Kyle PetersonKyle 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.Follow on LinkedIn Kyle Peterson's Ratings History at Needham & Company LLC Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating 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 Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsNUNU6/26/2026Initiated Coverage$12.44$17.00Buy$0.0000.00% ROINUNU6/26/2026Initiated Coverage$13.20$17.00Buy$0.0000.00% ROISEZLSezzle6/18/2026Reiterated Rating$146.73$166.00Buy$0.0000.00% ROICDLXCardlytics6/18/2026Reiterated Rating$5.20Hold$0.0000.00% ROIUPSTUpstart6/15/2026Reiterated Rating$30.50$37.00Buy$0.0000.00% ROIFICOFair Isaac6/9/2026Reiterated Rating$1,209.92$1,650.00Buy$0.0000.00% ROINIQNIQ Global Intelligence5/15/2026Lower Price Target$8.21$12.00Buy$0.0000.00% ROIFIGRFigure Technology Solutions5/13/2026Reiterated Rating$39.50$55.00Buy$0.0000.00% ROIAFRMAffirm5/8/2026Boost Price Target$67.36$90.00Buy$0.0000.00% ROISEZLSezzle5/7/2026Boost Price Target$86.02$122.00Buy$0.0000.00% ROI Get the Latest News and Ratings for Your StocksEnter your email address below to receive the latest headlines and analysts' recommendations for your stocks with our free daily email newsletter. UPSTUpstart5/6/2026Lower Price Target$31.17$37.00Buy$0.0000.00% ROIBETRBetter Home & Finance5/4/2026Initiated Coverage$44.38$53.00Buy$0.0000.00% ROIBRBroadridge Financial Solutions5/1/2026Lower Price Target$154.32$230.00Buy$0.0000.00% ROISOFISoFi Technologies4/30/2026Lower Price Target$15.52$25.00Buy$0.0000.00% ROIFICOFair Isaac4/29/2026Lower Price Target$1,010.16$1,650.00Buy$0.0000.00% ROITRUTransUnion4/29/2026Reiterated Rating$70.15$95.00Buy$0.0000.00% ROIEFXEquifax4/22/2026Reiterated Rating$193.15$265.00Buy$0.0000.00% ROIBRBroadridge Financial Solutions4/6/2026Reiterated Rating$162.50$255.00Buy$0.0000.00% ROINIQNIQ Global Intelligence4/1/2026Reiterated Rating$11.37$21.00Buy$0.0000.00% ROIAXAxos Financial3/16/2026Reiterated Rating$84.66$110.00Buy$0.0000.00% ROIUPSTUpstart3/11/2026Reiterated Rating$28.16$40.00Buy$0.0000.00% ROIUPSTUpstart3/4/2026Lower Price Target$28.24$40.00Buy$0.0000.00% ROINIQNIQ Global Intelligence3/2/2026Lower Price Target$13.33$21.00Buy$0.0000.00% ROIFIGRFigure Technology Solutions2/27/2026Lower Price Target$34.04$55.00Buy$0.0000.00% ROIFICOFair Isaac2/26/2026Reiterated Rating$1,303.08Buy$0.0000.00% ROISEZLSezzle2/26/2026Reiterated Rating$62.62$94.00Buy$0.0000.00% ROIALITAlight2/19/2026Downgrade$0.84Hold$0.0000.00% ROITRUTransUnion2/13/2026Lower Price Target$70.60$95.00Buy$0.0000.00% ROIAXAxos Financial2/13/2026Reiterated Rating$94.50$110.00Buy$0.0000.00% ROISEZLSezzle2/12/2026Initiated Coverage$62.86$85.00Buy$0.0000.00% ROIUPSTUpstart2/11/2026Reiterated Rating$38.96$56.00Buy$0.0000.00% ROIAFRMAffirm2/6/2026Lower Price Target$59.42$85.00Buy$0.0000.00% ROIFIGRFigure Technology Solutions2/5/2026Reiterated Rating$42.95$71.00Buy$0.0000.00% ROIEFXEquifax2/5/2026Lower Price Target$180.18$265.00Buy$0.0000.00% ROIBRBroadridge Financial Solutions2/4/2026Lower Price Target$185.63$255.00Buy$0.0000.00% ROISOFISoFi Technologies2/2/2026Lower Price Target$22.81$33.00Buy$0.0000.00% ROIAXAxos Financial1/30/2026Boost Price Target$94.70$110.00Buy$0.0000.00% ROIFICOFair Isaac1/29/2026Reiterated Rating$1,527.51$1,975.00Buy$0.0000.00% ROIAFRMAffirm1/27/2026Upgrade$68.71$100.00Buy$0.0000.00% ROIAXAxos Financial1/16/2026Reiterated Rating$93.78$107.00Buy$0.0000.00% ROIYour book attached (Ad)Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.Download the Safe Trade Options Formula book for free before access closesDFINDonnelley Financial Solutions1/14/2026Reiterated Rating$52.84$57.00Buy$0.0000.00% ROINIQNIQ Global Intelligence1/9/2026Reiterated Rating$16.79$24.00Buy$0.0000.00% ROIUPSTUpstart11/5/2025Lower Price Target$46.24$56.00Buy$0.0000.00% ROIAXAxos Financial10/31/2025Boost Price Target$79.20$107.00Buy$0.0000.00% ROIDFINDonnelley Financial Solutions10/30/2025Lower Price Target$44.42$57.00Buy$0.0000.00% ROISOFISoFi Technologies10/29/2025Boost Price Target$31.66$36.00Buy$0.0000.00% ROIEFXEquifax10/21/2025Reiterated Rating$228.02$295.00Buy$0.0000.00% ROITRUTransUnion10/20/2025Reiterated Rating$78.45$115.00Buy$0.0000.00% ROIEFXEquifax10/8/2025Reiterated Rating$238.29$295.00Buy$0.0000.00% ROIFIGRFigure Technology Solutions10/6/2025Initiated Coverage$40.30$51.00Buy$0.0000.00% ROIDFINDonnelley Financial Solutions10/6/2025Reiterated Rating$53.29$72.00Buy$0.0000.00% ROIFICOFair Isaac10/2/2025Reiterated Rating$1,516.52$1,950.00Buy$0.0000.00% ROIAXAxos Financial9/29/2025Boost Price Target$87.26$105.00Buy$0.0000.00% ROIKLARKlarna Group9/16/2025Initiated Coverage$45.70Hold$0.0000.00% ROISOFISoFi Technologies9/10/2025Boost Price Target$25.97$29.00Buy$0.0000.00% ROITRUTransUnion9/3/2025Upgrade$86.37$115.00Buy$0.0000.00% ROIFAFirst Advantage8/21/2025Reiterated Rating$16.51Hold$0.0000.00% ROINIQNIQ Global Intelligence8/18/2025Initiated Coverage$17.94$24.00Buy$0.0000.00% ROIALITAlight8/6/2025Lower Price Target$84.00$120.00Buy$0.0000.00% ROIUPSTUpstart8/6/2025Reiterated Rating$68.53$82.00Buy$0.0000.00% ROIBRBroadridge Financial Solutions8/6/2025Boost Price Target$265.19$305.00Buy$0.0000.00% ROIAXAxos Financial7/31/2025Boost Price Target$85.39$102.00Buy$0.0000.00% ROISOFISoFi Technologies7/30/2025Boost Price Target$22.40$25.00Buy$0.0000.00% ROITRUTransUnion7/25/2025Reiterated Rating$98.33Hold$0.0000.00% ROIFICOFair Isaac7/16/2025Lower Price Target$1,505.90$1,950.00Buy$0.0000.00% ROIAFRMAffirm7/2/2025Reiterated Rating$67.10Hold$0.0000.00% ROIAXAxos Financial7/2/2025Boost Price Target$78.25$92.00Buy$0.0000.00% ROIFICOFair Isaac6/20/2025Reiterated Rating$1,762.57$2,575.00Buy$0000.0000.00% ROIALITAlight6/20/2025Reiterated Rating$104.68$160.00Buy$00.0000.00% ROIFICOFair Isaac6/10/2025Reiterated Rating$1,746.34$2,575.00Buy$0000.0000.00% ROIAXAxos Financial6/9/2025Reiterated Rating$71.51$88.00Buy$00.0000.00% ROIFAFirst Advantage6/2/2025Reiterated Rating$17.05Hold$00.0000.00% ROIFICOFair Isaac5/12/2025Boost Price Target$2,089.01$2,575.00Buy$0000.0000.00% ROIBRBroadridge Financial Solutions5/6/2025Initiated Coverage$232.31$300.00Buy$000.0000.00% ROIAXAxos Financial5/1/2025Reiterated Rating$63.55$88.00Buy$00.0000.00% ROIDFINDonnelley Financial Solutions5/1/2025Reiterated Rating$48.26$72.00Buy$00.0000.00% ROIFICOFair Isaac4/30/2025Reiterated Rating$1,950.51$2,500.00Buy$0000.0000.00% ROISOFISoFi Technologies4/30/2025Reiterated Rating$13.27$20.00Buy$00.0000.00% ROIEFXEquifax4/23/2025Reiterated Rating$245.74$295.00Buy$000.0000.00% ROIFICOFair Isaac4/11/2025Reiterated Rating$1,855.60$2,500.00Buy$000.0000.00% ROIDFINDonnelley Financial Solutions3/28/2025Reiterated Rating$45.12$72.00Buy$00.0000.00% ROIALITAlight3/24/2025Reiterated Rating$121.30$180.00Buy$00.0000.00% ROIDNBDun & Bradstreet3/24/2025Reiterated Rating$9.00$14.00Hold$0.0000.00% ROICDLXCardlytics3/13/2025Reiterated Rating$1.98Hold$0.0000.00% ROIDNBDun & Bradstreet2/21/2025Lower Price Target$9.44$14.00Buy$0.0000.00% ROIALITAlight2/21/2025Reiterated Rating$138.10$180.00Buy$00.0000.00% ROIDFINDonnelley Financial Solutions2/19/2025Lower Price Target$51.02$72.00Buy$00.0000.00% ROIAFRMAffirm2/7/2025Reiterated Rating$61.75Hold$00.0000.00% ROIEFXEquifax2/7/2025Lower Price Target$247.04$300.00Buy$000.0000.00% ROIFICOFair Isaac2/5/2025Reiterated Rating$1,809.87$2,500.00Buy$0000.0000.00% ROIYour book attached (Ad)Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.Download the Safe Trade Options Formula book for free before access closesLPROOpen Lending1/29/2025Upgrade$5.64$7.00Buy$0.0000.00% ROISOFISoFi Technologies1/28/2025Boost Price Target$16.08$20.00Buy$00.0000.00% ROIAFRMAffirm1/22/2025Reiterated Rating$56.44Hold$00.0000.00% ROIDFINDonnelley Financial Solutions1/15/2025Reiterated Rating$61.59$79.00Buy$00.0000.00% ROI Stock Forecasts and Research Tools Today's Analyst Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Top Stock Recommendations by BrokerageWall Street ZenUBS GroupCitigroupBarclaysMorgan StanleyWells Fargo & CompanyRoyal Bank Of CanadaJPMorgan Chase & Co.Jefferies Financial GroupThe Goldman Sachs GroupTD CowenTruist FinancialPiper SandlerDeutsche Bank AktiengesellschaftStifel Nicolaus Unlock superior investment research and tools. 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