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Zacks Equity Research

AWRE Stock Up Post Q3 Earnings Despite Sales Dip, Recurring Revenues Up

Aware's third-quarter 2026 results reflect growing recurring revenues, narrower losses and cost reductions despite weaker software licensing sales and overall revenues.

AWREPositive Net Change

Vasundhara Sawalka

4 Internet Stocks Poised to Top Estimates This Earnings Season

Here, we pick four Internet stocks - YELP, SHOP, CRWV and DOCN - that are likely to pull off a beat this earnings season.

YELPPositive Net Change SHOPNegative Net Change DOCNPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Will Top-Line Improvement Benefit Palantir in Q3 Earnings?

PLTR's third-quarter revenues are expected to jump 84% as AI-driven demand lifts its government and commercial businesses.

PLTRNegative Net Change AINegative Net Change SNOWPositive Net Change

Shuvra Shankar Dey

Should Palantir Stock Be in Your Portfolio Before Q3 Earnings?

PLTR's Q3 earnings loom as strong AI demand and robust revenue growth fuel optimism, but a 60% stock rally, steep valuation and negative ESP raise concerns.

PLTRNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

Zacks Equity Research

FOXA Gears Up to Report Q1 Earnings: What's in Store for the Stock?

Fox Corporation heads into Q1 fiscal 2027 earnings with higher estimates, World Cup and NFL-driven ad momentum and rising sports costs in focus.

FOXAPositive Net Change MARPositive Net Change CNKNegative Net Change ANGXPositive Net Change

Subhasish Mukherjee

Can Shopify's Strong Merchant Retention Sustain Revenue Growth?

SHOP's 97% retention among merchants reaching $10M in annual GMV supports revenue growth, even as Adobe and Commerce.com intensify competition for merchants.

SHOPNegative Net Change ADBENegative Net Change CMRCNegative Net Change

Shivangi Deora

Nebius vs. IREN: Which AI Infrastructure Stock is the Better Buy?

NBIS and IREN are expanding AI infrastructure amid surging demand, but differences in revenue growth, financing needs and valuation set the two stocks apart.

NBISPositive Net Change IRENPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights MongoDB, Affirm and Elastic

AI adoption is creating new growth opportunities for MongoDB, Affirm and Elastic, as agentic AI, cloud databases and AI-powered search reshape the software industry.

MDBPositive Net Change ESTCNegative Net Change AFRMNegative Net Change

Shreya Majumder

CRWV vs. MSFT: Which AI Cloud Stock Offers Better Upside Potential?

CoreWeave offers higher potential upside from AI infrastructure growth, while Microsoft's Azure momentum, diversified business and cash generation provide a lower-risk path to AI gains.

MSFTPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Can UiPath's Rising ARR Drive Sustained Growth for PATH Stock?

UiPath's ARR reaches $1.94 billion as enterprise demand for AI-driven automation grows, but competition and monetization challenges remain.

PATHNegative Net Change MSFTPositive Net Change CRMNegative Net Change