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Zacks Equity Research

PATH Q2 Earnings Call Centers on AI-Led Platform Expansion

UiPath says AI-led orchestration is driving larger strategic deals as retention rises, platform use broadens and fiscal 2027 guidance stays prudent.

PATHNegative Net Change

Shreya Majumder

Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?

CIEN's AI-driven optical demand, record backlog and supply agreements underpin strong growth through fiscal 2027.

CIENNegative Net Change GLWPositive Net Change VIAVPositive Net Change

Rimmi Singhi

Is Palantir's AI Growth Worth the Premium Valuation of its Stock?

PLTR pairs 93% revenue growth with a 62% adjusted operating margin, but its premium valuation leaves little room for disappointment.

PLTRNegative Net Change SNOWNegative Net Change CRWDNegative Net Change

Sridatri Sarkar

Here's How D-Wave Quantum's Commercial Momentum Is Gaining Strength

QBTS' commercial momentum is strengthening as QCaaS revenues, bookings, backlog and production adoption rise despite flat quarterly sales.

QBTSNegative Net Change QUBTNegative Net Change RGTINegative Net Change

Shaun Pruitt

Snowflake (SNOW) Stock Soars 16% After Q2 Earnings: Is It Still a Buy?

Snowflake stock surged 16% in Thursday's trading session after the cloud-data leader crushed its Q2 expectations yesterday evening and raised its full-year outlook.

SNOWNegative Net Change AMZNNegative Net Change MSFTNegative Net Change COFNegative Net Change NVDANegative Net Change TRINegative Net Change GOOGLNegative Net Change BKNGNegative Net Change DKNGNegative Net Change

Subhasish Mukherjee

Can PENG Turn Integrated Memory Growth Into an Edge Over Competitors?

Penguin Solutions' Integrated Memory surge, CXL offerings and MemoryAI performance gains are sharpening its competitive position in AI infrastructure.

PENGNegative Net Change MUPositive Net Change MRVLPositive Net Change

Zacks Equity Research

SNOW Q2 Earnings Call Highlights AI Flywheel, Higher Outlook

Snowflake raises fiscal 2027 product revenue guidance as AI adoption, core-platform consumption and customer growth accelerate.

SNOWNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Paylocity Stock Options

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

PCTYNegative Net Change

Zacks Equity Research

Can Palantir's Customer Surge Sustain Its AI-Driven Growth Momentum?

PLTR's customer base rose 24% to 1,049 as AI adoption fueled revenue growth, but valuation and contract risks remain key tests for momentum.

PLTRNegative Net Change AINegative Net Change DDOGPositive Net Change

Arijit Sarkar

Can Verizon's Disaster Preparedness Boost Customer Satisfaction?

VZ prepares network and emergency response resources to help communities stay connected as Tropical Storm Edouard forms.

VZNegative Net Change TNegative Net Change TMUSNegative Net Change