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computers: Archive

Zacks Equity Research

Palo Alto Plans CyberArk Buyout: Can This Boost PANW's Identity Edge?

PANW eyes a $20B CYBR buyout to plug its identity gap and push deeper into the fast-growing IAM market.

PANWNegative Net Change CYBRNegative Net Change OKTANegative Net Change CRWDPositive Net Change

Bryan Hayes

Is Microsoft (MSFT) a 'Buy' Ahead of Upcoming Earnings Announcement?

Adding to investor confidence is Microsoft's impressive track record of beating expectations. The tech giant has exceeded earnings estimates for 11 consecutive quarters.

MSFTPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Super Micro Computer, NVIDIA, Intel and AMD

SMCI stock has surged 97% YTD on clearing fraud claims and landing a $20B deal, but margin pressure and competition linger.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Eaton, Emerson Electric, ESCO Technologies and AZZ

AZZ, ESE, ETN, and EMR are set to benefit as strong demand, innovation, and digital advances lift manufacturing electronics.

EMRPositive Net Change ETNPositive Net Change ESEPositive Net Change AZZPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: MP Materials and Apple

MP surges on back-to-back boosts from the DoD and Apple, locking in contracts and investments to expand rare earth production.

AAPLNegative Net Change MPNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft and Alphabet

Microsoft eyes 14% growth as investors await cloud earnings, following Alphabet's strong 32% surge in Google Cloud revenue.

MSFTPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Meta Platforms and Nvidia

Meta and Nvidia ride a rising wave of estimate upgrades as Q2 earnings fuel a broader turnaround in Tech sentiment.

NVDAPositive Net Change METANegative Net Change

Zacks Equity Research

Vital Farms and Centrus Energy have been highlighted as Zacks Bull and Bear of the Day

Vital Farms gains Bull of the Day honors as it nears earnings, backed by analyst upgrades and strong demand trends.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change LEUPositive Net Change VITLNegative Net Change

Urmimala Biswas

QUBT or RGTI: Which Quantum Stock Offers the Better Upside Now?

QUBT and RGTI are racing toward quantum profits- but only one boasts real revenues, a clear roadmap and major government backing.

QUBTNegative Net Change RGTINegative Net Change

Harshit Gupta

Rigetti vs. Quantum Computing: Which Quantum Stock Is a Smarter Bet?

Can RGTI's modular quantum systems outpace QUBT's room-temperature photonic chips in the race for market adoption?

QUBTNegative Net Change RGTINegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Lenovo, Dell Technologies and HP

AAPL preps for Q3 earnings with gains in iPhone, Mac, and Services, but tariffs and valuation concerns may test investor patience.

AAPLNegative Net Change HPQNegative Net Change DELLPositive Net Change LNVGYPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, SAP, AMD, PrimeEnergy Resources and ClearOne

MSFT, SAP, and AMD drive tech gains with cloud and AI tailwinds, while PNRG thrives on energy strength and CLRO faces sharp revenue declines.

AMDPositive Net Change SAPNegative Net Change CLRONegative Net Change PNRGPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Qualcomm, Broadcom and Intel

QCOM eyes an earnings beat with AI-fueled growth and key acquisitions, while AVGO surges and INTC lags behind.

INTCPositive Net Change QCOMPositive Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Meta Platforms, Apple, Amazon, MAGS, FNGS and TOPT

With Mag 7 earnings on deck, MSFT, META, AAPL, and AMZN headline a pivotal week for tech-heavy ETFs like MAGS, FNGS, and TOPT.

AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change MAGSNegative Net Change FNGSPositive Net Change METANegative Net Change TOPTPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Shopify, Arista Networks and Amphenol

As tariff tensions loom, SHOP, ANET, and APH stand out with strong growth drivers and Zacks #1 Rank ratings.

APHPositive Net Change ANETPositive Net Change SHOPNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights UiPath, Calix, Arista Networks, HubSpot and NICE

AI-powered stocks like PATH, CALX, ANET, HUBS and NICE are gaining traction as tech spending and cloud adoption accelerate.

CALXPositive Net Change PATHNegative Net Change NICENegative Net Change ANETPositive Net Change HUBSNegative Net Change

Urmimala Biswas

QBTS Rides AI & Blockchain Wave: Will the Rally Last After Q2 Release?

QBTS unveils quantum AI and blockchain tools aimed at enterprise adoption, fueling optimism around its system sales strategy.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

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

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

GRMNNegative Net Change

Anirudha Bhagat

NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead?

Blackwell drives explosive growth for NVDA, now powering most of its data center compute revenues amid AI demand.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Mark Vickery

Top Stock Reports for Microsoft, SAP & AMD

MSFT, SAP, and AMD are driving growth with cloud, AI, and chip innovation despite competitive and cost headwinds.

AMDPositive Net Change MSFTPositive Net Change BSXNegative Net Change CBPositive Net Change SAPNegative Net Change ROSTPositive Net Change CLRONegative Net Change PNRGPositive Net Change

Urmimala Biswas

QBTS Stock Before Q2 Earnings: Should You Buy Now or Wait?

QBTS stock soared 97% in Q2, but with revenue normalization and a premium valuation, caution may be warranted ahead of earnings.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Shuvra Shankar Dey

ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio?

ARM's Q1 revenues are likely to rise 11%, but with earnings expected to fall and valuation stretched, timing is key for investors.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

PTC to Announce Q3 Earnings: Here's What You Should Know

PTC expects Q3 revenues of up to $600M and EPS as high as $1.30, driven by AI-powered PLM and CAD momentum.

ITWPositive Net Change QCOMPositive Net Change EMRPositive Net Change PTCPositive Net Change

Zacks Equity Research

BigBear.ai Deploys AI Solutions at LAX, DFW - Is Global Next?

BBAI expands AI deployments at major U.S. airports and eyes global growth via Smiths Detection. Can scale push profits next?

SNegative Net Change PLTRPositive Net Change BBAINegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold Apple Stock? Key Tips Ahead of Q3 Earnings

AAPL's third-quarter fiscal 2025 results are likely to reflect steady Services growth and improving iPhone sales in China.

AAPLNegative Net Change HPQNegative Net Change DELLPositive Net Change LNVGYPositive Net Change