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    Jim Ricchiuti

    Managing Director and Senior Equity Research Analyst at Needham & Company

    Jim Ricchiuti is a Managing Director and Senior Equity Research Analyst at Needham & Company, focused on the Advanced Industrial Technologies and Environmental Technologies sectors, covering companies in industrial lasers, digital manufacturing, instrumentation, machine vision, robotics, and environmental solutions. He has provided research and made successful calls on companies such as Stratasys and CECO Environmental, with a recent success rate of about 60% and an average return exceeding 23% across more than 500 ratings, including a top performing stock call delivering a 400% return. Ricchiuti joined Needham in 1999 after prior roles at Lehman Brothers, Bear Stearns, and Argus Research, and holds a degree from St. John’s University. He is a registered securities professional with FINRA, maintaining relevant industry credentials and licenses.

    Jim Ricchiuti's questions to NAPCO SECURITY TECHNOLOGIES (NSSC) leadership

    Jim Ricchiuti's questions to NAPCO SECURITY TECHNOLOGIES (NSSC) leadership • Q4 2025

    Question

    Jim Ricchiuti from Needham & Company asked for quantification of the equipment sales pull-forward, elaboration on sell-through statistics, and the specific impact of tariffs on equipment gross margins during the quarter.

    Answer

    President and COO Kevin Buchel stated that sell-through stats were strong across the board in June and that distributor ordering activity remains healthy. CFO Andrew Bono addressed the margin question, clarifying that there was limited benefit from price increases in Q4. He quantified the negative tariff impact on COGS at approximately $1 million for the quarter, noting that the company expects to see a lift in margins in Q1 as new pricing is fully effective. Chairman and CEO Dick Soloway added that the company is focused on releasing additional recurring revenue products.

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    Jim Ricchiuti's questions to CLEAN HARBORS (CLH) leadership

    Jim Ricchiuti's questions to CLEAN HARBORS (CLH) leadership • Q4 2024

    Question

    Chris Grenga, on for Jim Ricchiuti, asked for details on the first fleet customer for the Castrol circular oil offering, the sales funnel for similar deals, and whether the company is evaluating other geographic expansions for the semiconductor vertical.

    Answer

    Co-CEO Michael Battles explained the Castrol partnership involves collecting used oil and selling back a premium, low-carbon product, noting the sales pipeline is strong despite long lead times for large fleets. Co-CEO Eric Gerstenberg confirmed they are actively evaluating other geographies for semiconductor-related expansion beyond Phoenix, driven by strong customer relationships and market growth.

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    Jim Ricchiuti's questions to Montrose Environmental Group (MEG) leadership

    Jim Ricchiuti's questions to Montrose Environmental Group (MEG) leadership • Q3 2024

    Question

    Jim Ricchiuti asked if pausing M&A creates a risk of lost opportunities, whether the election outcome reinforces this decision, and for details on the significance of the U.S. Army Corps of Engineers contract.

    Answer

    President and CEO Vijay Manthripragada responded that there is 'absolutely no risk' of losing key acquisition targets. He noted that while the M&A pause was decided independently of the election, it is a prudent move in the current environment. Regarding the Army contract, he explained that it validates the company's integrated strategy and that milestones will be shared as the contract progresses.

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    Jim Ricchiuti's questions to FARO TECHNOLOGIES (FARO) leadership

    Jim Ricchiuti's questions to FARO TECHNOLOGIES (FARO) leadership • Q2 2024

    Question

    Focused on the drivers behind the better-than-expected gross margins, the potential for further margin improvement, and the specific end markets and geographies (particularly China) experiencing demand weakness.

    Answer

    Executives attributed the gross margin beat to accelerated variable cost productivity, supply chain localization savings, logistics efficiencies, and a favorable product mix towards software. They indicated they are in the "middle innings" of realizing supply chain savings, suggesting more benefits are to come. They identified China as the primary region experiencing weakness across both manufacturing and construction and do not see a material improvement in demand, though year-over-year comparisons will ease in the second half.

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