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computers: Archive

Mark Vickery

Top Stock Reports for JPMorgan, GE Aerospace & Western Digital

JPMorgan's expanding consumer reach, strong market revenues and GE Aerospace's demand tailwinds lead today's top stock research reports.

JPMPositive Net Change GEPositive Net Change WDCPositive Net Change RSGNegative Net Change CASYNegative Net Change SNOWPositive Net Change ITICNegative Net Change OPTXNegative Net Change

Zacks Equity Research

UiPath Q1 Earnings In Line With Estimates, Revenues Increase Y/Y

PATH tops Q1 FY27 estimates as AI-driven automation demand boosts ARR growth, enterprise expansion deals and profitability gains.

ACNPositive Net Change ADPPositive Net Change PATHPositive Net Change

Shivangi Deora

Can Western Digital Deliver Continued Gross Margin Improvement?

WDC's Q3 FY26 gross margin jumps to 50.5% on higher-capacity drives, pricing and cost controls, with revenues up 45% to $3.3B; Q4 guide: 51%-52%.

WDCPositive Net Change STXNegative Net Change SNDKPositive Net Change

Zacks Equity Research

NetApp Q4 Earnings & Revenues Surpass Estimates, Stock Up

NTAP tops fiscal Q4 estimates as enterprise AI and hybrid cloud adoption accelerates; shares jump 16.6% premarket, and FY27 outlook follows.

NTAPPositive Net Change STNegative Net Change FLEXPositive Net Change FTVNegative Net Change

Mrithunjoy Kaushik

Can Opendoor's Lower-Rate Mortgage Model Lift Buyer Conversion?

OPEN pilots AI-native mortgage in Colorado, touting roughly 100 bps below-market rates to lift buyer conversion as it seeks licenses in more than 20 states.

OPENNegative Net Change ZGNegative Net Change OPADPositive Net Change

Subhasish Mukherjee

Sandisk's QLC Stargate Gains Traction: A New Revenue Growth Catalyst?

SNDK's QLC Stargate is set for Q4 FY26 shipments, targeting AI data-center storage demand and adding a new growth path beyond TLC SSDs.

WDCPositive Net Change MUPositive Net Change SNDKPositive Net Change

Zacks Equity Research

Can Intel's New Arc G Series for Gaming Expansion Drive Future Growth?

INTC rolls out Arc G-Series chips for handheld gamers, touting Arc B390 graphics, XeSS 3 boosts and battery efficiency as partners line up new devices.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Sraddha Singha

Can KLA's Greenfield Fab Exposure Spark Multi-Year Revenue Growth?

KLAC sees rising AI-driven fab demand boosting process control and advanced packaging growth into 2027.

KLACNegative Net Change AMATPositive Net Change ONTONegative Net Change

Anirudha Bhagat

NVIDIA vs. Marvell Technology: Which AI Chip Stock Has the Edge?

NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.

NVDANegative Net Change MRVLPositive Net Change

Om Jaiswal

CrowdStrike Set to Report Q1 Earnings: How to Play the Stock?

CRWD heads into Q1 earnings with strong demand for Falcon Flex and AI security adoption, but premium valuation and rising costs remain key concerns.

CHKPPositive Net Change PANWPositive Net Change OKTAPositive Net Change CRWDPositive Net Change