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computers: Archive

Shaun Pruitt

These Strong Buy Stocks Delivered Massive Q2 Earnings Beats: APEMY, COHU, IDCC, PBF

While these businesses operate in very different industries, each company crushed Q2 EPS expectations by more than 50%, reinforcing the improving fundamentals behind their strong buy ratings.

IDCCPositive Net Change COHUPositive Net Change PBFNegative Net Change APEMYNegative Net Change AMZNPositive Net Change

Mark Vickery

Top Analyst Reports for Microsoft, Palo Alto Networks & American Express

Microsoft rides AI, Copilot and Azure growth, but can expanding cloud demand and capacity challenges shape its next phase?

MSFTPositive Net Change SRENegative Net Change AXPNegative Net Change TMONegative Net Change KLACPositive Net Change PANWPositive Net Change

Urmimala Biswas

2 Quantum Stocks Expected to Deliver 50%+ Earnings Growth Next Week

IONQ and QBTS are set to report earnings next week with forecasts for 50%+ EPS improvement as quantum commercialization gains momentum.

IONQPositive Net Change QBTSPositive Net Change QTUMPositive Net Change QNTNegative Net Change

Zacks Equity Research

Will Top-Line Improvement Benefit Palantir in Q2 Earnings?

PLTR's second-quarter revenues are expected to jump 80% as AI-driven demand lifts its government and commercial businesses.

PLTRPositive Net Change AMDNegative Net Change ANETPositive Net Change

Arijit Sarkar

InterDigital Is Riding AI Streaming and IoT Licensing Growth Trends

IDCC is expanding beyond smartphones with AI, streaming and IoT licensing, opening new royalty opportunities across fast-growing technology markets.

IDCCPositive Net Change DLBPositive Net Change QCOMNegative Net Change

Arijit Sarkar

Is IDCC Stock a Buy After Strong Earnings and Higher Revenue Guidance?

IDCC beat Q2 estimates, raised 2026 revenue guidance and posted record recurring revenue, but investors still face valuation and licensing-related risks.

IDCCPositive Net Change QCOMNegative Net Change NOKPositive Net Change

Arijit Sarkar

How InterDigital Is Expanding Beyond Smartphones With New Growth Drivers

IDCC is expanding beyond smartphone licensing into streaming, IoT, automotive and cloud markets to build recurring revenue from a broader patent portfolio.

IDCCPositive Net Change QCOMNegative Net Change NOKPositive Net Change

Shreya Majumder

PTC's AI-Led Lifecycle Strategy Reshapes Its Long-Term Growth Outlook

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTCPositive Net Change DASTYPositive Net Change SIEGYNegative Net Change

Shreya Majumder

PTC Rides AI, Cloud and Product Data Trends Across Industrial Markets

PTC is turning governed product data, cloud collaboration and focused AI pilots into broader industrial software and service opportunities.

PTCPositive Net Change ADSKNegative Net Change DASTYPositive Net Change SIEGYNegative Net Change

Shreya Majumder

Is PTC Stock Attractive After Its Sharp Pullback and Mixed Earnings?

PTC's valuation reset and buybacks improve its risk-reward profile, but weak revenue, margin pressure and a demanding fourth quarter keep execution in focus.

PTCPositive Net Change ADSKNegative Net Change DASTYPositive Net Change