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software: Archive

Shreya Majumder

Pure Storage Stock Before Q4 Earnings: Time to Buy, Hold or Exit?

PSTG's fiscal Q4 2026 hinges on AI-driven demand, FlashBlade momentum and rising ARR, but macro pressures and valuation concerns cloud the near-term outlook.

NTAPNegative Net Change STXNegative Net Change SNDKNegative Net Change PSTGNegative Net Change

Anirudha Bhagat

Is Salesforce Stock Worth Owning Ahead of Q4 Earnings Release?

CRM's Q4 performance is likely to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.

MSFTNegative Net Change CRMNegative Net Change SAPNegative Net Change ORCLNegative Net Change

Supriyo Bose

Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?

Arista posts record Q4 earnings as revenues jump to $2.49B, but margin pressure and flat estimates raise questions about its growth prospects.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Anirudha Bhagat

Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?

CRM stands out as AI-driven growth, rising margins and steady beats strengthen its cloud investment case as AI demand accelerates in fiscal 2026.

CRMNegative Net Change ORCLNegative Net Change

Shivangi Deora

Nebius Stock Up Post Q4 Earnings: Buy, Stay Invested or Offload?

NBIS stock jumps after Q4 as AI cloud revenue soars 830%, EBITDA turns positive and capacity plans target $7-$9B run-rate by 2026.

AMZNPositive Net Change MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change

David Bartosiak

Bear of the Day: Atlassian (TEAM)

Once one of the market's darlings, things are unwinding a bit.

EGHTNegative Net Change TEAMNegative Net Change APPSPositive Net Change

Bryan Hayes

Networking Giant Drops on Earnings: Time to Load Up on Cisco?

The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.

CSCOPositive Net Change

Kashvi Chandgothia

MongoDB vs. Datadog: Which Cloud Software Stock is a Better Buy Now?

With Atlas fueling growth and AI workloads rising, MDB looks poised to outshine DDOG in cloud software.

MDBNegative Net Change DDOGNegative Net Change

Vasundhara Sawalka

3 Reasons to Stay Away From Datadog Stock Despite Q4 Earnings Beat

Datadog's Q4 beat dazzles, but slowing 2026 growth, rising costs, and a premium valuation raise red flags for investors eyeing DDOG.

IBMNegative Net Change CSCOPositive Net Change DTNegative Net Change DDOGNegative Net Change