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Analyst Blog: Archive

Tirthankar Chakraborty

This AI Defense Stock Is One That Wall Street Can't Stop Buying

Palantir's AI Platform is driving explosive commercial and government growth, margins, and cash flows, setting itself apart in the enterprise AI space.

AINegative Net Change SNOWNegative Net Change PLTRNegative Net Change

Zacks Equity Research

Pegasystems Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

PEGA tops Q4 earnings and revenue estimates as AI-driven growth, rising cloud ACV and backlog expansion signal strong demand momentum.

ADIPositive Net Change AMATPositive Net Change MKSIPositive Net Change PEGANegative Net Change

Urmimala Biswas

Quantum Hype vs. Profits: Do NVDA and MSFT Have the Edge?

NVIDIA and Microsoft offer quantum exposure backed by strong growth forecasts and analyst backing, unlike loss-making pure plays chasing hype.

MSFTNegative Net Change NVDAPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Humana Incurs Q4 Loss, Revenues Up Y/Y on CenterWell Unit Strength

HUM incurs a wider year-over-year loss in Q4 due to rising costs, weaker investment income and membership declines. Yet, revenues climb 12% on CenterWell strength.

HUMNegative Net Change CIPositive Net Change ENSGPositive Net Change EHCPositive Net Change

Subhasish Mukherjee

DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?

Dell trades at a steep discount, but weak consumer PCs, thin AI server margins and stock underperformance signal bigger risks.

AMDNo Net Change DELLNegative Net Change NVDAPositive Net Change METANegative Net Change

Subhasish Mukherjee

ServiceNow's Product Expansion Gains Pace: More Growth Ahead?

NOW's product surge - Now Assist, Raptor and more - fuels big enterprise wins and AI-driven growth, setting up durable revenue expansion ahead.

CRMNegative Net Change NOWNegative Net Change TEAMNegative Net Change

Zacks Equity Research

Hilton Q4 Earnings Surpass Estimates, Revenues Rise Y/Y

HLT beats Q4 earnings and revenue estimates as RevPAR rises, EBITDA grows and its global pipeline expands across 129 countries.

APEINegative Net Change EDUPositive Net Change HLTPositive Net Change TCOMPositive Net Change

Zacks Equity Research

BD Merges Biosciences & Diagnostics Business With Waters

BDX completes its Biosciences & Diagnostic spin-off and Waters merger, securing $4B in proceeds as it pivots to a pure-play MedTech focus.

BDXPositive Net Change CAHPositive Net Change COOPositive Net Change VCYTNegative Net Change

Zacks Equity Research

AIG Q4 Earnings Beat Estimates, Up Y/Y on Solid Underwriting

American International posts a 51% EPS surge in Q4, beating estimates as underwriting strength offsets weaker premiums and investment income pressures.

AIGPositive Net Change CBPositive Net Change PGRPositive Net Change ACGLPositive Net Change

Zacks Equity Research

Teradata Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise

TDC tops Q4 estimates with 40% EPS growth and rising cloud ARR, as shares climb and 2026 guidance signals steady momentum.

MUPositive Net Change TDCPositive Net Change MKSIPositive Net Change MDBNegative Net Change