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Zacks Equity Research

Company News for Sep 2, 2025

Companies In The News Are: ADSK, AMBA, AFRM, GAP.

ADSKNegative Net Change GAPPositive Net Change AMBANegative Net Change AFRMNegative Net Change

Zacks Equity Research

Can Affirm Card Be the Next Evolution of Consumer Payments?

AFRM's card blends debit and credit features, fueling surging user growth and record transaction volume.

PYPLNegative Net Change AFRMNegative Net Change SEZLNegative Net Change

Nalak Das

2 Must-Buy AI-Focused Tech Giants With Solid Earnings Estimate Revision

APH and APP stand out with strong AI-driven growth, soaring demand, and sharp earnings estimate revisions boosting momentum.

APHPositive Net Change APPPositive Net Change

Sheraz Mian

Top Stock Reports for Alphabet, Morgan Stanley & ServiceNow

Alphabet, Morgan Stanley, and ServiceNow lead Zacks' top research picks, highlighting growth, AI gains, and strong deal momentum.

MSNegative Net Change STXNegative Net Change WMPositive Net Change NOWNegative Net Change GOOGLNegative Net Change SYFNegative Net Change NENNegative Net Change BAERNegative Net Change

Arghyadeep Bose

PATH vs. BKSY: Which High-Tech Stock Holds More Long-Term Potential?

UiPath and BlackSky Technology showcase contrasting growth stories, from automation gains to satellite-driven intelligence.

PATHNegative Net Change BKSYNegative Net Change

Harshit Gupta

Rigetti vs IonQ: Which Quantum Computing Stock Is the Smarter Buy?

RGTI's superconducting roadmap and IONQ's trapped-ion expansion highlight two sharply different bets in quantum computing's race to scale.

IONQNegative Net Change RGTINegative Net Change

Zacks Equity Research

Affirm Q4 Earnings Beat Estimates on Increasing Transaction Volumes

AFRM's Q4 EPS and revenues top estimates as GMV, repeat transactions and card network revenues surge.

AFRMNegative Net Change RDDTNegative Net Change ALABNegative Net Change PENGNegative Net Change

Zacks Equity Research

Palantir's AIP-Led Growth Places It Ahead in the AI Race

PLTR's surging AIP adoption, booming U.S. commercial revenues, and sticky contracts cement its lead in the enterprise AI race.

LMTPositive Net Change RTXPositive Net Change PLTRNegative Net Change

Zacks Equity Research

CRWV Witnesses Healthy Growth Across Healthcare and Finance Sectors

CoreWeave raises 2025 revenue outlook as $30.1B backlog and surging AI cloud adoption drive growth across key industries.

MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

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

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

BMBLPositive Net Change

Zacks Equity Research

Autodesk Q2 Earnings & Revenues Surpass Estimates, Both Rise Y/Y

ADSK posts a strong Q2 with earnings and sales beating estimates, fueled by AECO growth, enterprise deals and Autodesk Store momentum.

APHPositive Net Change MUNegative Net Change ADSKNegative Net Change RDDTNegative Net Change

Zacks Equity Research

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

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

INSGPositive Net Change

Zacks Equity Research

BILL Beats on Q4 Earnings and Revenue Estimates, Authorizes Buyback

BILL's revenues and earnings beat in Q4, and payment volumes and transactions climb. The company unveils $300M buyback.

INTUNegative Net Change PYPLNegative Net Change BILLNegative Net Change

Zacks Equity Research

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure?

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

ARQQNegative Net Change IONQNegative Net Change RGTINegative Net Change

Nalak Das

Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?

NVDA posts strong fiscal Q2 results with soaring AI-driven growth, but China sales halt weighs on its Data Center momentum.

AMZNNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Arghyadeep Bose

Spotify vs. MARA Holdings: Which Stock Has More Upside Ahead?

SPOT and MARA are charting different growth paths as investors weigh streaming strength against crypto momentum.

MARANegative Net Change SPOTNegative Net Change

Shuvra Shankar Dey

PLTR vs. COHR: Which AI-Driven Tech Stock Has More Upside?

Palantir's explosive AIP adoption and surging U.S. revenues outpace Coherent's steady AI hardware gains, giving PLTR stronger near-term upside.

COHRPositive Net Change PLTRNegative Net Change

Kevin Cook

Bear of the Day: Baidu (BIDU)

The "Google of China" continues its slow transformation from advertising losses to AI profits

BIDUNegative Net Change NVDAPositive Net Change BABANegative Net Change

Zacks Equity Research

Should You Buy, Sell or Hold BILL Stock Before Q4 Earnings?

BILL targets Q4 revenue growth of 8-11% with new AI-driven tools, but earnings are projected to decline from last year.

SAPNegative Net Change INTUNegative Net Change BILLNegative Net Change

Zacks Equity Research

Will Toast's Product Innovation Drive Profits Despite Cost Headwinds?

TOST's robust product launch, global expansion and raised outlook highlight growth momentum despite rising costs and competition.

LSPDNegative Net Change TOSTNegative Net Change XYZNegative Net Change

Shreya Majumder

TTD Banks on Kokai's Widespread Adoption: Path to Greater Monetization?

The Trade Desk's Kokai platform, powered by AI, is driving faster client spend, strong adoption and double-digit revenue growth.

TTDNegative Net Change MGNINegative Net Change TBLANegative Net Change

Zacks Equity Research

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

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

HUBSNegative Net Change

Zacks Equity Research

Affirm's Repeat Users: A Strong Signal for Sustainable BNPL Growth?

AFRM's 94% repeat transaction rate and surging revenues highlight trust-driven growth in the competitive BNPL market.

PYPLNegative Net Change AFRMNegative Net Change SEZLNegative Net Change

Zacks Equity Research

UiPath Continues Its Momentum With AI-Powered Automation Growth

PATH powers growth with its AI-driven automation platform, posting rising revenues, strong adoption and a major buyback plan.

AINegative Net Change PATHNegative Net Change PLTRNegative Net Change

Maharathi Basu

Delivery Segment Going Strong at UBER: More Upside Ahead?

Uber's Delivery business revenues surge 25% in the second quarter with new retail partnerships, boosting growth beyond ridesharing.

DGNegative Net Change FIVENegative Net Change UBERNegative Net Change