Kyle Peterson Score: 35
Analyst at
Needham
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
+142.4%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
50%
22 W / 22 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
74%
17 W / 6 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
13%
3 W / 20 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
4%
1 W / 22 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
51%
18 W / 17 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
50%
22 W / 22 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
0%
0 W / 0 L
Coverage & Price Targets
| Date | Stock | Signal | Target | Start Price | Best Price (1Y) | Accuracy | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 06, 2026 |
Upstart Holdings Inc
UPST
|
BUY |
$42.00
Est. +72%
|
$24.35 | $24.95 |
Pending
|
$23.78
-2.3%
|
| Aug 20, 2026 |
Nuveen Intermediate Duration Quality Municipal Term Fund
NIQ
|
BUY |
$21.00
Est. +15%
|
$18.31 | $20.17 |
Pending
|
$20.02
+9.3%
|
| Aug 14, 2026 |
Nu Holdings Ltd - Ordinary Shares Class A
NU
|
BUY |
$19.00
Est. +36%
|
$13.93 | $16.22 |
Pending
|
$15.16
+8.8%
|
| Aug 11, 2026 |
Nuveen Intermediate Duration Quality Municipal Term Fund
NIQ
|
BUY |
$18.00
Est. +54%
|
$11.68 | $20.17 |
Target Met
|
$20.02
+71.4%
|
| Aug 07, 2026 |
Better Home & Finance Holding Co. - Ordinary Shares - Class A
BETR
|
BUY |
$25.00
Est. +50%
|
$16.64 | $18.18 |
Pending
|
$16.72
+0.5%
|
| Jul 31, 2026 |
Better Home & Finance Holding Co. - Ordinary Shares - Class A
BETR
|
BUY |
$35.00
Est. +64%
|
$21.28 | $27.45 |
Pending
|
$16.72
-21.4%
|
| Jul 31, 2026 |
Donnelley Financial Solutions Inc
DFIN
|
BUY |
$60.00
Est. +28%
|
$47.03 | $56.33 |
Pending
|
$55.52
+18.1%
|
| Jul 31, 2026 |
Axos Financial Inc.
AX
|
BUY |
$128.00
Est. +30%
|
$98.48 | $105.74 |
Pending
|
$91.79
-6.8%
|
| Jul 30, 2026 |
SoFi Technologies Inc
SOFI
|
BUY |
$24.00
Est. +57%
|
$15.25 | $19.49 |
Pending
|
$14.62
-4.2%
|
| Jul 29, 2026 |
TransUnion
TRU
|
BUY |
$100.00
Est. +19%
|
$83.80 | $86.34 |
Pending
|
$81.48
-2.8%
|
| Jul 22, 2026 |
Equifax, Inc.
EFX
|
BUY |
$245.00
Est. +42%
|
$173.00 | $197.86 |
Pending
|
$182.36
+5.4%
|
| Jun 26, 2026 |
Nu Holdings Ltd - Ordinary Shares Class A
NU
|
BUY |
$17.00
Est. +36%
|
$12.46 | $16.22 |
Pending
|
$15.16
+21.7%
|
| Jun 18, 2026 |
Sezzle Inc.
SEZL
|
BUY |
$166.00
Est. +13%
|
$146.73 | $194.78 |
Target Met
|
$132.12
-10.0%
|
| May 15, 2026 |
Nuveen Intermediate Duration Quality Municipal Term Fund
NIQ
|
BUY |
$12.00
Est. +47%
|
$8.19 | $20.17 |
Target Met
|
$20.02
+144.4%
|
| May 06, 2026 |
Upstart Holdings Inc
UPST
|
BUY |
$37.00
Est. +32%
|
$28.13 | $36.90 |
Bullseye Hit (±1%)
|
$23.78
-15.5%
|
| Apr 30, 2026 |
SoFi Technologies Inc
SOFI
|
BUY |
$25.00
Est. +54%
|
$16.21 | $19.74 |
Pending
|
$14.62
-9.8%
|
| Feb 26, 2026 |
Sezzle Inc.
SEZL
|
BUY |
$94.00
Est. +50%
|
$62.62 | $194.78 |
Target Met
|
$132.12
+111.0%
|
| Feb 12, 2026 |
Sezzle Inc.
SEZL
|
BUY |
$85.00
Est. +35%
|
$62.86 | $194.78 |
Target Met
|
$132.12
+110.2%
|
| Feb 02, 2026 |
SoFi Technologies Inc
SOFI
|
BUY |
$33.00
Est. +47%
|
$22.47 | $22.78 |
Pending
|
$14.62
-35.0%
|
| Jan 30, 2026 |
Axos Financial Inc.
AX
|
BUY |
$110.00
Est. +16%
|
$94.64 | $105.74 |
Pending
|
$91.79
-3.0%
|
| Nov 05, 2025 |
Upstart Holdings Inc
UPST
|
BUY |
$56.00
Est. +40%
|
$39.88 | $52.10 |
Pending
|
$23.78
-40.4%
|
| Oct 20, 2025 |
TransUnion
TRU
|
BUY |
$115.00
Est. +46%
|
$78.82 | $89.12 |
Miss
|
$81.48
+3.4%
|
| Jul 16, 2025 |
Fair Isaac Corp.
FICO
|
BUY |
$1,950.00
Est. +30%
|
$1,505.39 | $1,998.01 |
Precision Hit (±3%)
|
$815.31
-45.8%
|
| Nov 07, 2024 |
Fair Isaac Corp.
FICO
|
BUY |
$2,500.00
Est. +24%
|
$2,019.56 | $2,402.51 |
Miss
|
$815.31
-59.6%
|
| Oct 31, 2024 |
Axos Financial Inc.
AX
|
BUY |
$85.00
Est. +28%
|
$66.49 | $93.84 |
Target Met
|
$91.79
+38.1%
|
| Oct 11, 2024 |
Axos Financial Inc.
AX
|
BUY |
$82.00
Est. +29%
|
$63.51 | $93.84 |
Target Met
|
$91.79
+44.5%
|
| Sep 11, 2024 |
TriNet Group Inc
TNET
|
BUY |
$140.00
Est. +51%
|
$92.95 | $99.78 |
Miss
|
$75.78
-18.5%
|
| Aug 28, 2024 |
Equifax, Inc.
EFX
|
BUY |
$350.00
Est. +15%
|
$305.13 | $309.63 |
Miss
|
$182.36
-40.2%
|
| Jul 19, 2024 |
Equifax, Inc.
EFX
|
BUY |
$320.00
Est. +20%
|
$265.90 | $309.63 |
Miss
|
$182.36
-31.4%
|
| May 08, 2024 |
Alight Inc. - Ordinary Shares - Class A
ALIT
|
BUY |
$11.00
Est. +41%
|
$7.78 | $178.60 |
Target Met
|
$9.58
+23.1%
|
| Apr 09, 2024 |
Cardlytics Inc
CDLX
|
BUY |
$17.00
Est. +21%
|
$14.01 | $158.90 |
Target Met
|
$1.80
-87.2%
|
| Apr 03, 2024 |
SoFi Technologies Inc
SOFI
|
BUY |
$10.00
Est. +39%
|
$7.20 | $18.42 |
Target Met
|
$14.62
+103.0%
|
| Apr 03, 2024 |
MoneyLion Inc - Ordinary Shares - Class A
ML
|
BUY |
$90.00
Est. +34%
|
$67.10 | $91.82 |
Precision Hit (±3%)
|
$85.90
+28.0%
|
| Sep 29, 2023 |
Donnelley Financial Solutions Inc
DFIN
|
BUY |
$65.00
Est. +16%
|
$56.20 | $71.01 |
Target Met
|
$55.52
-1.2%
|
| Sep 11, 2023 |
TriNet Group Inc
TNET
|
BUY |
$135.00
Est. +19%
|
$113.31 | $116.26 |
Miss
|
$75.78
-33.1%
|
| Aug 02, 2023 |
Cardlytics Inc
CDLX
|
BUY |
$19.00
Est. +41%
|
$13.48 | $205.20 |
Target Met
|
$1.80
-86.6%
|
| Jul 27, 2023 |
TriNet Group Inc
TNET
|
BUY |
$120.00
Est. +19%
|
$101.00 | $116.26 |
Miss
|
$75.78
-25.0%
|
| Jun 30, 2023 |
Donnelley Financial Solutions Inc
DFIN
|
BUY |
$55.00
Est. +21%
|
$45.62 | - | - |
$55.52
+21.7%
|
| Jun 08, 2023 |
Fair Isaac Corp.
FICO
|
BUY |
$900.00
Est. +17%
|
$770.99 | - | - |
$815.31
+5.7%
|
| May 12, 2023 |
TriNet Group Inc
TNET
|
BUY |
$115.00
Est. +25%
|
$91.66 | - | - |
$75.78
-17.3%
|
| Mar 13, 2023 |
Alight Inc. - Ordinary Shares - Class A
ALIT
|
BUY |
$13.00
Est. +50%
|
$8.68 | $202.00 |
Target Met
|
$9.58
+10.4%
|
| Nov 02, 2022 |
Cardlytics Inc
CDLX
|
BUY |
$14.00
Est. +146%
|
$5.70 | $195.70 |
Target Met
|
$1.80
-68.4%
|
| May 10, 2022 |
Marketwise Inc - Ordinary Shares - Class A
MKTW
|
BUY |
$5.00
Est. +96%
|
$2.55 | - | - |
$18.83
+638.4%
|
| Apr 21, 2022 |
Equifax, Inc.
EFX
|
BUY |
$275.00
Est. +36%
|
$202.95 | - | - |
$182.36
-10.1%
|
Upstart Holdings Inc
UPST
Oct 06, 2026
Signal & Target
BUY
$42.00
Start Price
$24.35
Best Price (1Y)
$24.95
Current Price
$23.78
Return
-2.3%
Signal & Target
BUY
$21.00
Start Price
$18.31
Best Price (1Y)
$20.17
Current Price
$20.02
Return
+9.3%
Nu Holdings Ltd - Ordinary Shares Class A
NU
Aug 14, 2026
Signal & Target
BUY
$19.00
Start Price
$13.93
Best Price (1Y)
$16.22
Current Price
$15.16
Return
+8.8%
Signal & Target
BUY
$18.00
Start Price
$11.68
Best Price (1Y)
$20.17
Current Price
$20.02
Return
+71.4%
Signal & Target
BUY
$25.00
Start Price
$16.64
Best Price (1Y)
$18.18
Current Price
$16.72
Return
+0.5%
Signal & Target
BUY
$35.00
Start Price
$21.28
Best Price (1Y)
$27.45
Current Price
$16.72
Return
-21.4%
Donnelley Financial Solutions Inc
DFIN
Jul 31, 2026
Signal & Target
BUY
$60.00
Start Price
$47.03
Best Price (1Y)
$56.33
Current Price
$55.52
Return
+18.1%
Axos Financial Inc.
AX
Jul 31, 2026
Signal & Target
BUY
$128.00
Start Price
$98.48
Best Price (1Y)
$105.74
Current Price
$91.79
Return
-6.8%
SoFi Technologies Inc
SOFI
Jul 30, 2026
Signal & Target
BUY
$24.00
Start Price
$15.25
Best Price (1Y)
$19.49
Current Price
$14.62
Return
-4.2%
TransUnion
TRU
Jul 29, 2026
Signal & Target
BUY
$100.00
Start Price
$83.80
Best Price (1Y)
$86.34
Current Price
$81.48
Return
-2.8%
Equifax, Inc.
EFX
Jul 22, 2026
Signal & Target
BUY
$245.00
Start Price
$173.00
Best Price (1Y)
$197.86
Current Price
$182.36
Return
+5.4%
Nu Holdings Ltd - Ordinary Shares Class A
NU
Jun 26, 2026
Signal & Target
BUY
$17.00
Start Price
$12.46
Best Price (1Y)
$16.22
Current Price
$15.16
Return
+21.7%
Sezzle Inc.
SEZL
Jun 18, 2026
Signal & Target
BUY
$166.00
Start Price
$146.73
Best Price (1Y)
$194.78
Current Price
$132.12
Return
-10.0%
Signal & Target
BUY
$12.00
Start Price
$8.19
Best Price (1Y)
$20.17
Current Price
$20.02
Return
+144.4%
Upstart Holdings Inc
UPST
May 06, 2026
Signal & Target
BUY
$37.00
Start Price
$28.13
Best Price (1Y)
$36.90
Current Price
$23.78
Return
-15.5%
SoFi Technologies Inc
SOFI
Apr 30, 2026
Signal & Target
BUY
$25.00
Start Price
$16.21
Best Price (1Y)
$19.74
Current Price
$14.62
Return
-9.8%
Sezzle Inc.
SEZL
Feb 26, 2026
Signal & Target
BUY
$94.00
Start Price
$62.62
Best Price (1Y)
$194.78
Current Price
$132.12
Return
+111.0%
Sezzle Inc.
SEZL
Feb 12, 2026
Signal & Target
BUY
$85.00
Start Price
$62.86
Best Price (1Y)
$194.78
Current Price
$132.12
Return
+110.2%
SoFi Technologies Inc
SOFI
Feb 02, 2026
Signal & Target
BUY
$33.00
Start Price
$22.47
Best Price (1Y)
$22.78
Current Price
$14.62
Return
-35.0%
Axos Financial Inc.
AX
Jan 30, 2026
Signal & Target
BUY
$110.00
Start Price
$94.64
Best Price (1Y)
$105.74
Current Price
$91.79
Return
-3.0%
Upstart Holdings Inc
UPST
Nov 05, 2025
Signal & Target
BUY
$56.00
Start Price
$39.88
Best Price (1Y)
$52.10
Current Price
$23.78
Return
-40.4%
TransUnion
TRU
Oct 20, 2025
Signal & Target
BUY
$115.00
Start Price
$78.82
Best Price (1Y)
$89.12
Current Price
$81.48
Return
+3.4%
Fair Isaac Corp.
FICO
Jul 16, 2025
Signal & Target
BUY
$1,950.00
Start Price
$1,505.39
Best Price (1Y)
$1,998.01
Current Price
$815.31
Return
-45.8%
Fair Isaac Corp.
FICO
Nov 07, 2024
Signal & Target
BUY
$2,500.00
Start Price
$2,019.56
Best Price (1Y)
$2,402.51
Current Price
$815.31
Return
-59.6%
Axos Financial Inc.
AX
Oct 31, 2024
Signal & Target
BUY
$85.00
Start Price
$66.49
Best Price (1Y)
$93.84
Current Price
$91.79
Return
+38.1%
Axos Financial Inc.
AX
Oct 11, 2024
Signal & Target
BUY
$82.00
Start Price
$63.51
Best Price (1Y)
$93.84
Current Price
$91.79
Return
+44.5%
TriNet Group Inc
TNET
Sep 11, 2024
Signal & Target
BUY
$140.00
Start Price
$92.95
Best Price (1Y)
$99.78
Current Price
$75.78
Return
-18.5%
Equifax, Inc.
EFX
Aug 28, 2024
Signal & Target
BUY
$350.00
Start Price
$305.13
Best Price (1Y)
$309.63
Current Price
$182.36
Return
-40.2%
Equifax, Inc.
EFX
Jul 19, 2024
Signal & Target
BUY
$320.00
Start Price
$265.90
Best Price (1Y)
$309.63
Current Price
$182.36
Return
-31.4%
Alight Inc. - Ordinary Shares - Class A
ALIT
May 08, 2024
Signal & Target
BUY
$11.00
Start Price
$7.78
Best Price (1Y)
$178.60
Current Price
$9.58
Return
+23.1%
Cardlytics Inc
CDLX
Apr 09, 2024
Signal & Target
BUY
$17.00
Start Price
$14.01
Best Price (1Y)
$158.90
Current Price
$1.80
Return
-87.2%
SoFi Technologies Inc
SOFI
Apr 03, 2024
Signal & Target
BUY
$10.00
Start Price
$7.20
Best Price (1Y)
$18.42
Current Price
$14.62
Return
+103.0%
MoneyLion Inc - Ordinary Shares - Class A
ML
Apr 03, 2024
Signal & Target
BUY
$90.00
Start Price
$67.10
Best Price (1Y)
$91.82
Current Price
$85.90
Return
+28.0%
Donnelley Financial Solutions Inc
DFIN
Sep 29, 2023
Signal & Target
BUY
$65.00
Start Price
$56.20
Best Price (1Y)
$71.01
Current Price
$55.52
Return
-1.2%
TriNet Group Inc
TNET
Sep 11, 2023
Signal & Target
BUY
$135.00
Start Price
$113.31
Best Price (1Y)
$116.26
Current Price
$75.78
Return
-33.1%
Cardlytics Inc
CDLX
Aug 02, 2023
Signal & Target
BUY
$19.00
Start Price
$13.48
Best Price (1Y)
$205.20
Current Price
$1.80
Return
-86.6%
TriNet Group Inc
TNET
Jul 27, 2023
Signal & Target
BUY
$120.00
Start Price
$101.00
Best Price (1Y)
$116.26
Current Price
$75.78
Return
-25.0%
Donnelley Financial Solutions Inc
DFIN
Jun 30, 2023
Signal & Target
BUY
$55.00
Start Price
$45.62
Best Price (1Y)
-
Current Price
$55.52
Return
+21.7%
Fair Isaac Corp.
FICO
Jun 08, 2023
Signal & Target
BUY
$900.00
Start Price
$770.99
Best Price (1Y)
-
Current Price
$815.31
Return
+5.7%
TriNet Group Inc
TNET
May 12, 2023
Signal & Target
BUY
$115.00
Start Price
$91.66
Best Price (1Y)
-
Current Price
$75.78
Return
-17.3%
Alight Inc. - Ordinary Shares - Class A
ALIT
Mar 13, 2023
Signal & Target
BUY
$13.00
Start Price
$8.68
Best Price (1Y)
$202.00
Current Price
$9.58
Return
+10.4%
Cardlytics Inc
CDLX
Nov 02, 2022
Signal & Target
BUY
$14.00
Start Price
$5.70
Best Price (1Y)
$195.70
Current Price
$1.80
Return
-68.4%
Marketwise Inc - Ordinary Shares - Class A
MKTW
May 10, 2022
Signal & Target
BUY
$5.00
Start Price
$2.55
Best Price (1Y)
-
Current Price
$18.83
Return
+638.4%
Equifax, Inc.
EFX
Apr 21, 2022
Signal & Target
BUY
$275.00
Start Price
$202.95
Best Price (1Y)
-
Current Price
$182.36
Return
-10.1%