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Shivangi Deora

Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?

NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.

AMZNNegative Net Change MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Dell Technologies, Palantir Technologies, Fair Isaac and Guidewire Software

Zacks spotlights five Big Data leaders NVIDIA, Dell, Palantir, Fair Isaac, and Guidewire each carrying a Zacks Rank #2 (Buy) and positioned to capitalize on accelerating AI, cloud and analytics spending heading into 2026.

DELLNegative Net Change NVDAPositive Net Change FICOPositive Net Change GWREPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Paylocity Holding Stock?

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

PCTYNegative Net Change

Zacks Equity Research

Gorilla Technology to Report Q3 Earnings: Here's What to Expect

GRRR readies its Q3 reports as strong first-half gains, global demand and major contracts set the stage for results.

SLBPositive Net Change GENNegative Net Change GRRRPositive Net Change

Zacks Equity Research

ALLT Gears Up to Post Q3 Earnings: What's in the Cards?

Allot heads into Q3 with rising revenues and SECaaS momentum, but macro pressures and a flat Earnings ESP cloud expectation.

MANNegative Net Change OMCNegative Net Change ALLTPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Bloom Energy, Alphabet and Advanced Micro Devices

Zacks Investment Ideas spotlights Bloom Energy as soaring AI power needs and strong demand trends boost attention on the clean-energy player.

AMDNegative Net Change GOOGLNegative Net Change BEPositive Net Change

Shivangi Deora

Can Nebius Reach its 2026 ARR Target Amid Soaring AI Demand?

NBIS targets rapid AI cloud expansion with bold ARR goals, major tech partnerships and rising capacity as it navigates heavy capex and macro risks.

MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Shuvra Shankar Dey

Palantir's Commercial Surge Becomes the Defining Catalyst

PLTR lifts revenue and profit outlook as surging commercial demand transforms its growth trajectory.

SNOWPositive Net Change DDOGNegative Net Change PLTRPositive Net Change

Arghyadeep Bose

Docusign Declines 23% in 6 Months: Should You Buy the Stock Right Now?

DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential.

MSFTPositive Net Change CRMPositive Net Change DOCUPositive Net Change

Zacks Equity Research

Can SE's Rapidly Expanding DFS Unit Sustain Its Revenue Strength?

SE Limited's DFS unit posts 60% revenue growth as its loan book nears $8B, fueled by strong demand, rising adoption and broader product expansion.

SEPositive Net Change PYPLNegative Net Change GRABNegative Net Change

Zacks Equity Research

GRAB Shares Decline 2.8% Since Reporting Q3 Earnings Miss

Grab's Q3 results fall short of estimates, but strong On-Demand growth and raised 2025 guidance hint at improving profitability ahead.

WDCPositive Net Change AEISNegative Net Change GRABNegative Net Change ALABNegative Net Change

Zacks Equity Research

Do Options Traders Know Something About Akamai Stock We Don't?

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

AKAMNegative Net Change

Zacks Equity Research

Can CoreWeave Sustain its Edge Amid Surging AI Cloud Demand?

CRWV's record-breaking Q3, fueled by surging demand and AI partnerships, underscores its rapid climb in the AI cloud race.

MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

GILT Q3 Earnings Top on 58% Y/Y Sales Growth, View Raised, Stock Up 7%

Gilat's Q3 2025 results beat estimates on soaring revenue and strong project wins. A raised 2025 outlook signals continued growth momentum.

IRDMNegative Net Change GILTNegative Net Change PTCPositive Net Change FTVNegative Net Change

Sridatri Sarkar

How Is Quantum Computing Positioning Itself as a Leader in the TFLN Field?

QUBT strengthens its TFLN leadership with a NIST contract and a POET partnership targeting ultra-fast 3.2Tbps data engines.

LITEPositive Net Change QUBTPositive Net Change POETNegative Net Change

Zacks Equity Research

RGTI Stock Down Despite Q3 Earnings Top Estimates, Revenues Decline Y/Y

Rigetti's Q3 loss is narrower than estimates, but revenues decline as government contract delays hit sales and lower the gross margin.

BSXNegative Net Change WSTNegative Net Change EXASNegative Net Change RGTIPositive Net Change

Zacks Equity Research

Nebius' Q3 Loss Widens Y/Y, Revenues Rise on AI Demand, Stock Down

NBIS' revenue soars 355% on AI cloud strength, even as losses deepen and it unveils a $3B Meta deal.

RNGPositive Net Change TYLPositive Net Change RDVTPositive Net Change NBISNegative Net Change

Zacks Equity Research

CoreWeave's Q3 Loss Narrows Y/Y, Revenues Up, Stock Down

CRWV posts record Q3 revenue on surging AI-cloud demand, fueled by major Meta and OpenAI contracts worth $22.4B.

FRSHPositive Net Change TEAMNegative Net Change BBNegative Net Change CRWVNegative Net Change

Aniruddha Ganguly

2 Internet Content Stocks to Watch From a Challenging Industry

The Zacks Internet - Content industry participants like WBTN and WB are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.

WBTNPositive Net Change WBNegative Net Change

Zacks Equity Research

CI&T to Report Q3 Earnings: What's in the Cards for the Stock?

CINT's Q3 results are likely to have gained from AI-driven modernization and FLOW integration, while softness in key verticals may have offset growth.

NVDAPositive Net Change CINTNegative Net Change CRWVNegative Net Change BLSHNegative Net Change

Harshit Gupta

Rigetti's New Orders and India MoU: Will They Boost Q3 Performance?

RGTI secures $5.7M in Novera system orders and India MOU, but Q3 will test if momentum can turn into real revenue growth.

ARQQNegative Net Change IONQPositive Net Change RGTIPositive Net Change

Shivangi Deora

Nebius to Report Q3 Earnings: How to Approach the Stock Now?

NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.

AMZNNegative Net Change MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Mark Vickery

Top Analyst Reports for JPMorgan Chase, Salesforce & Arista Networks

JPMorgan Chase, Salesforce and Arista Networks headline new analyst reports highlighting growth drivers, cost pressures and competitive dynamics.

JPMNegative Net Change CRMPositive Net Change EWPositive Net Change CMINegative Net Change AEMNegative Net Change ANETPositive Net Change

Harshit Gupta

Rigetti Pre-Q3 Earnings Analysis: Buy, Sell or Hold the Stock?

RGTI's Q3 results are likely to reflect steady quantum progress but limited near-term revenue growth as public-sector funding uncertainty lingers.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Warner Bros. Discovery Q3 Earnings Miss Estimates, Revenues Fall Y/Y

Warner Bros. Discovery's Q3 results fall short as revenues slip 6% year over year, but streaming and studios show solid momentum.

WBDPositive Net Change AFYAPositive Net Change AENTNegative Net Change ASNegative Net Change