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Subhasish Mukherjee

Will Alibaba's Cash Flow Weakness Hurt Its Long-Term Growth Potential?

BABA's cash flow slump threatens long-term growth as heavy AI, cloud and quick-commerce investments outpace cash generation despite rising cloud revenues.

BABAPositive Net Change AMZNPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Autodesk Stock?

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

ADSKPositive Net Change

Mark Vickery

Top Analyst Reports for Alphabet, AMD & RTX

Alphabet's AI-driven growth across Search, Cloud and Gemini is gaining traction, but can it offset rising spending, legal risks and ad market exposure?

AMDPositive Net Change NDAQNegative Net Change AMPPositive Net Change URINo Net Change GOOGLPositive Net Change RTXNegative Net Change

Shreya Majumder

How SAP Is Riding the Enterprise Shift Toward Agentic AI & Cloud ERP

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

SAPPositive Net Change CRMPositive Net Change ORCLNegative Net Change

Subhasish Mukherjee

Digital Turbine's AGP Growth Accelerates: Is More Upside Ahead?

APPS' AGP surges 57% in fiscal Q4, powered by AI, stronger ad demand and broader monetization across its app ecosystem.

APPSPositive Net Change APPPositive Net Change UPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Rigetti Computing, Quantum Computing, D-Wave Quantum and IonQ

Rigetti Computing and Quantum Computing face a July pullback, but upcoming Q2 results and lofty price targets keep attention on the quantum computing sector.

QUBTPositive Net Change IONQNegative Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

SAP Q2 Earnings Up Y/Y on Cloud Demand, Buyouts Impact Profit Outlook

SAP's AI strategy and cloud momentum helped lift Q2 revenue, while strong backlog and reaffirmed growth targets offset a modest profit outlook cut.

SAPPositive Net Change AMXPositive Net Change IRDMPositive Net Change BBPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Unity Software, HubSpot and GitLab

U, HUBS and GTLB are leveraging AI adoption to drive platform usage, enterprise demand and new monetization opportunities despite industry challenges.

HUBSPositive Net Change UPositive Net Change GTLBNegative Net Change

Subhasish Mukherjee

DDOG's Enterprise Customer Expansion Accelerates: More Growth Ahead?

Datadog's enterprise momentum is accelerating as large customers, broader product adoption and AI integrations lift recurring revenues and wallet share.

DDOGNegative Net Change DTNegative Net Change ESTCNegative Net Change

Zacks Equity Research

How Palantir is Turning AI Into Mission-Critical Infrastructure

PLTR's Ontology and AIP Bootcamps are helping enterprises move AI into production, strengthening customer ties and reinforcing long-term growth.

PLTRPositive Net Change SNOWNegative Net Change DDOGNegative Net Change