Needham Highlights Reddit, Celsius, and Aurora as Top Picks for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Source: CNBC
- Reddit Growth Potential: Needham analyst highlights that Reddit's 100% human-created content provides a unique advantage in the AI chatbot era, with potential revenue doubling to over $100 million annually from upcoming partnerships with Anthropic and Perplexity.
- Celsius Market Share Gains: Celsius is expected to enhance its market share in the beverage industry by increasing shelf space and optimizing product visibility, with Needham setting a $70 price target, suggesting a 32% upside.
- Aurora Innovation Outlook: Despite negative sentiment, Needham sees Aurora poised for improvement in 2026 through autonomous trucking technology, with a price target of $13 indicating a potential 184% upside.
- Diverse Investment Portfolio: Needham's selection spans social media, beverages, and autonomous driving, reflecting confidence in diverse market opportunities for 2026, anticipating these stocks will outperform the market.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like AUR with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on AUR
Wall Street analysts forecast AUR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AUR is 10.36 USD with a low forecast of 4.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 4.500
Low
4.00
Averages
10.36
High
15.00
Current: 4.500
Low
4.00
Averages
10.36
High
15.00
About AUR
Aurora Innovation, Inc. develops the Aurora Driver, which is designed as a platform to adapt and interoperate among a multitude of vehicle types and applications. The Aurora Driver is an advanced and scalable suite of self-driving hardware, software, and data services to transform the global transportation market. The Company has integrated the Aurora Driver into numerous different vehicle platforms designed to meet its requirements: from passenger vehicles to light commercial vehicles to Class 8 trucks. It intends to launch Aurora Driver for Freight, its driverless trucking subscription service, as its first commercial product. Its second core market focuses on passenger mobility, initially targeting the ride hailing space with Aurora Driver for Rides, its driverless ride hailing subscription service. Its third core market is local goods delivery, which spans several sub-segments, including last-mile parcel and post, prepared food, grocery, and business-to-business (B2B) delivery.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Needham Highlights Reddit, Celsius, and Aurora as Top Picks for 2026
- Reddit Growth Potential: Needham analyst highlights that Reddit's 100% human-created content provides a unique advantage in the AI chatbot era, with potential revenue doubling to over $100 million annually from upcoming partnerships with Anthropic and Perplexity.
- Celsius Market Share Gains: Celsius is expected to enhance its market share in the beverage industry by increasing shelf space and optimizing product visibility, with Needham setting a $70 price target, suggesting a 32% upside.
- Aurora Innovation Outlook: Despite negative sentiment, Needham sees Aurora poised for improvement in 2026 through autonomous trucking technology, with a price target of $13 indicating a potential 184% upside.
- Diverse Investment Portfolio: Needham's selection spans social media, beverages, and autonomous driving, reflecting confidence in diverse market opportunities for 2026, anticipating these stocks will outperform the market.
Continue Reading
Aurora Innovation Completes Integration with McLeod Software, Advancing Autonomous Freight Commercialization
- Early Integration Completion: Aurora Innovation successfully completed the API integration with McLeod Software's transportation management system ahead of schedule, enabling eligible McLeod TMS customers to handle Aurora-powered autonomous freight directly within their daily software, thereby enhancing operational efficiency and convenience.
- Market Demand Signal: The strong interest from McLeod's customer base in autonomous capabilities indicates real demand for autonomous freight, providing positive support for Aurora Innovation's outlook and suggesting the company can generate revenue from existing freight workflows.
- Service Product Transformation: By embedding the Aurora Driver into McLeod's ecosystem, Aurora is transitioning from 'pilot tech projects' to a scalable service product that carriers can easily adopt, thus driving business growth.
- Strong Stock Performance: Shares of Aurora Innovation have risen over 20% year-to-date, reflecting market confidence in its commercialization efforts and optimistic expectations for future growth potential.
Continue Reading