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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 across a range of sectors, covering 20 publicly traded companies. Over the past year, Kyle Peterson has issued 78 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 Statistics

Analyst Ranking
Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
120 Last 4 Years
Buy Recommendations
91.67% 110 Buy Ratings
Companies Covered
20 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy91.7%110 ratings
Hold8.3%10 ratings
Sell0.0%0 ratings

Out of 120 total stock ratings issued by Kyle Peterson at Needham & Company LLC, the majority (91.7%) have been Buy recommendations, followed by 8.3% Hold.

Best & Worst Calls

Exchange Coverage

ExchangePercentageCount
NYSE
55.0% of companies on NYSE
11 companies
NASDAQ
45.0% of companies on NASDAQ
9 companies

Kyle Peterson, an analyst at Needham & Company LLC, currently covers 20 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
12 companies		60.0%
Industrials
5 companies		25.0%
Communication Services
2 companies		10.0%
Technology
1 company		5.0%

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

Coverage Industries

IndustryPercentage
FINANCIAL SERVICES
5 companies		25.0%
PROFESSIONAL SERVICES
5 companies		25.0%
CAPITAL MARKETS
3 companies		15.0%
MEDIA
2 companies		10.0%
BANKS
2 companies		10.0%
CONSUMER FINANCE
2 companies		10.0%
SOFTWARE
1 company		5.0%

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
Export
CompanyReport DateActionReport Date Price12-Month
Price Target		Rating12-Month
Price & ROI		Details
Affirm Holdings, Inc. stock logo
AFRM
Affirm
8/28/2026Boost Price Target$77.49$100.00Buy
Sezzle Inc. stock logo
SEZL
Sezzle
8/20/2026Reiterated Rating$118.97$172.00Buy
NIQ Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
8/20/2026Boost Price Target$18.26$21.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
8/20/2026Reiterated Rating$36.83$55.00Buy
Nu Holdings Ltd. stock logo
NU
NU
8/14/2026Boost Price Target$13.92$19.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
8/14/2026Reiterated Rating$31.88$55.00Buy
NIQ Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
8/11/2026Initiated Coverage$11.60$18.00Buy
Better Home & Finance Holding Company stock logo
BETR
Better Home & Finance
8/7/2026Lower Price Target$16.64$25.00Buy
Sezzle Inc. stock logo
SEZL
Sezzle
8/7/2026Boost Price Target$178.53$172.00Buy
First Advantage Co. stock logo
FA
First Advantage
8/6/2026Upgrade$23.33$28.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
8/5/2026Boost Price Target$30.32$42.00Buy
Better Home & Finance Holding Company stock logo
BETR
Better Home & Finance
7/31/2026Reiterated Rating$21.28$35.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
7/31/2026Boost Price Target$47.04$60.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
7/31/2026Boost Price Target$98.50$128.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
7/30/2026Lower Price Target$15.25$24.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
7/30/2026Reiterated Rating$1,374.32$1,650.00Buy
TransUnion stock logo
TRU
TransUnion
7/29/2026Boost Price Target$83.64$100.00Buy
Better Home & Finance Holding Company stock logo
BETR
Better Home & Finance
7/24/2026Lower Price Target$21.80$35.00Buy
Equifax, Inc. stock logo
EFX
Equifax
7/22/2026Lower Price Target$172.23$245.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
7/8/2026Reiterated Rating$31.05$55.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
7/7/2026Boost Price Target$34.33$40.00Buy
Equifax, Inc. stock logo
EFX
Equifax
7/7/2026Reiterated Rating$176.63$265.00Buy
Nu Holdings Ltd. stock logo
NU
NU
6/26/2026Initiated Coverage$12.44$17.00Buy
Nu Holdings Ltd. stock logo
NU
NU
6/26/2026Initiated Coverage$13.20$17.00Buy
Sezzle Inc. stock logo
SEZL
Sezzle
6/18/2026Reiterated Rating$146.73$166.00Buy
Cardlytics, Inc. stock logo
CDLX
Cardlytics
6/18/2026Reiterated Rating$5.20Hold
Upstart Holdings, Inc. stock logo
UPST
Upstart
6/15/2026Reiterated Rating$30.50$37.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
6/9/2026Reiterated Rating$1,209.92$1,650.00Buy
NIQ Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
5/15/2026Lower Price Target$8.21$12.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
5/13/2026Reiterated Rating$39.50$55.00Buy
Affirm Holdings, Inc. stock logo
AFRM
Affirm
5/8/2026Boost Price Target$67.36$90.00Buy
Sezzle Inc. stock logo
SEZL
Sezzle
5/7/2026Boost Price Target$86.02$122.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
5/6/2026Lower Price Target$31.17$37.00Buy
Better Home & Finance Holding Company stock logo
BETR
Better Home & Finance
5/4/2026Initiated Coverage$44.38$53.00Buy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
5/1/2026Lower Price Target$154.32$230.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
4/30/2026Lower Price Target$15.52$25.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
4/29/2026Lower Price Target$1,010.16$1,650.00Buy
TransUnion stock logo
TRU
TransUnion
4/29/2026Reiterated Rating$70.15$95.00Buy
Equifax, Inc. stock logo
EFX
Equifax
4/22/2026Reiterated Rating$193.15$265.00Buy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
4/6/2026Reiterated Rating$162.50$255.00Buy
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NIQ Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
4/1/2026Reiterated Rating$11.37$21.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
3/16/2026Reiterated Rating$84.66$110.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
3/11/2026Reiterated Rating$28.16$40.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
3/4/2026Lower Price Target$28.24$40.00Buy
NIQ Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
3/2/2026Lower Price Target$13.33$21.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
2/27/2026Lower Price Target$34.04$55.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
2/26/2026Reiterated Rating$1,303.08Buy
Sezzle Inc. stock logo
SEZL
Sezzle
2/26/2026Reiterated Rating$62.62$94.00Buy
Alight, Inc. stock logo
ALIT
Alight
2/19/2026Downgrade$0.84Hold
TransUnion stock logo
TRU
TransUnion
2/13/2026Lower Price Target$70.60$95.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
2/13/2026Reiterated Rating$94.50$110.00Buy
Sezzle Inc. stock logo
SEZL
Sezzle
2/12/2026Initiated Coverage$62.86$85.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
2/11/2026Reiterated Rating$38.96$56.00Buy
Affirm Holdings, Inc. stock logo
AFRM
Affirm
2/6/2026Lower Price Target$59.42$85.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
2/5/2026Reiterated Rating$42.95$71.00Buy
Equifax, Inc. stock logo
EFX
Equifax
2/5/2026Lower Price Target$180.18$265.00Buy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
2/4/2026Lower Price Target$185.63$255.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
2/2/2026Lower Price Target$22.81$33.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
1/30/2026Boost Price Target$94.70$110.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
1/29/2026Reiterated Rating$1,527.51$1,975.00Buy
Affirm Holdings, Inc. stock logo
AFRM
Affirm
1/27/2026Upgrade$68.71$100.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
1/16/2026Reiterated Rating$93.78$107.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
1/14/2026Reiterated Rating$52.84$57.00Buy
NIQ Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
1/9/2026Reiterated Rating$16.79$24.00Buy
Upstart Holdings, Inc. stock logo
UPST
Upstart
11/5/2025Lower Price Target$46.24$56.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
10/31/2025Boost Price Target$79.20$107.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
10/30/2025Lower Price Target$44.42$57.00Buy
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
10/29/2025Boost Price Target$31.66$36.00Buy
Equifax, Inc. stock logo
EFX
Equifax
10/21/2025Reiterated Rating$228.02$295.00Buy
TransUnion stock logo
TRU
TransUnion
10/20/2025Reiterated Rating$78.45$115.00Buy
Equifax, Inc. stock logo
EFX
Equifax
10/8/2025Reiterated Rating$238.29$295.00Buy
Figure Technology Solutions, Inc. stock logo
FIGR
Figure Technology Solutions
10/6/2025Initiated Coverage$40.30$51.00Buy
Donnelley Financial Solutions stock logo
DFIN
Donnelley Financial Solutions
10/6/2025Reiterated Rating$53.29$72.00Buy
Fair Isaac Corporation stock logo
FICO
Fair Isaac
10/2/2025Reiterated Rating$1,516.52$1,950.00Buy
Axos Financial, Inc stock logo
AX
Axos Financial
9/29/2025Boost Price Target$87.26$105.00Buy
Klarna Group plc stock logo
KLAR
Klarna Group
9/16/2025Initiated Coverage$45.70Hold
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
9/10/2025Boost Price Target$25.97$29.00Buy
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 Global Intelligence plc stock logo
NIQ
NIQ Global Intelligence
8/18/2025Initiated Coverage$17.94$24.00Buy
Alight, Inc. stock logo
ALIT
Alight
8/6/2025Lower Price Target$84.00$120.00Buy
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
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Alight, Inc. stock logo
ALIT
Alight
6/20/2025Reiterated Rating$104.68$160.00Buy
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$121.30$180.00Buy
Cardlytics, Inc. stock logo
CDLX
Cardlytics
3/13/2025Reiterated Rating$1.98Hold
Alight, Inc. stock logo
ALIT
Alight
2/21/2025Reiterated Rating$138.10$180.00Buy
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

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