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saas: Archive

Zacks Equity Research

Are Options Traders Betting on a Big Move in BILL Stock?

Investors need to pay close attention to BILL Holdings stock based on the movements in the options market lately.

BILLPositive Net Change

Zacks Equity Research

GitLab Set to Report Q4 Earnings: What's in Store for the Stock?

GTLb gears up for Q4 results with revenues seen up 19% Y/Y, as AI-driven DevSecOps, SaaS momentum and strong retention fuel growth.

MUNegative Net Change MDBNegative Net Change GTLBNegative Net Change CRDONegative Net Change

Zacks Equity Research

Can IBM's New Defense Contract Win Boost Top-Line Growth?

IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Zacks Equity Research

PSTG Beats on Q4 Earnings & Sales, Enters FY27 With Hyperscale Momentum

Pure Storage tops fiscal Q4 2026 estimates with first $1B quarter, 20% revenue jump and upbeat fiscal 2027 outlook as it rebrands as Everpure.

WDCNegative Net Change SNDKNegative Net Change TDCPositive Net Change PSTGNegative Net Change

Supriyo Bose

Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?

ANET's Arista 2.0 gains traction as 150M port milestone, AI push and SaaS focus power its next phase of cloud networking growth.

CSCOPositive Net Change CIENPositive Net Change ANETPositive Net Change

Mayur Thaker

AI Pressures Entire SaaS Complex As Investors Increasingly Hedge Tail Risks with Gold

The entire SaaS complex has been under severe pressure for nearly four months, which I believe is now overdone.

CRMNegative Net Change ADBEPositive Net Change NOWNegative Net Change SNOWNegative Net Change ZSNegative Net Change CRWDNegative Net Change CNSWFNegative Net Change

Zacks Equity Research

Zoom Video Gears Up to Report Q4 Earnings: How to Play the Stock

ZM heads into Q4 earnings with 4% revenue growth expected as AI expansion and partnerships meet margin pressure.

MSFTNegative Net Change CSCOPositive Net Change RNGNegative Net Change ZMNegative Net Change