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Zacks Equity Research

Is UiPath's Expanding ARR Strengthening Its Long-Term Growth Story?

PATH's ARR increases from $1.46 billion in Q4 fiscal 2024 to $1.9 billion in Q1 fiscal 2027, highlighting resilient demand for AI-powered automation.

PATHNegative Net Change NOWNegative Net Change PEGANegative Net Change

Shreya Majumder

HRT Taps CoreWeave for NVIDIA Vera Rubin: Could This Be a Win for CRWV?

CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

CRWVPositive Net Change MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change

David Bartosiak

Bear of the Day: Dropbox (DBX)

The stock rebounded along with the broad tech move but the growth just isn't there.

INUVPositive Net Change DBXNegative Net Change SPTNegative Net Change

Mark Vickery

Top Stock Reports for Salesforce, Seagate Technology & AT&T

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).

TNegative Net Change CRMNegative Net Change ETNPositive Net Change STXPositive Net Change METNegative Net Change SPOTNegative Net Change

Zacks Equity Research

Palantir's Margin Expansion Signals a Structural Growth Advantage

PLTR's expanding margins, surging Rule of 40 score and AI deployment focus strengthen the case for durable, more efficient growth.

PLTRNegative Net Change AIPositive Net Change SNOWNegative Net Change

Shivangi Deora

Nebius vs. Super Micro: Which AI Infrastructure Stock is a Better Buy?

SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.

NBISPositive Net Change SMCIPositive Net Change

Shreya Majumder

Can ION Network's Adoption of WL6e Boost CIEN's Optical Momentum?

Ciena's WL6e deployment on ION Network's ICS1 highlights rising demand for high-capacity connectivity as Indonesia's digital economy expands.

CIENPositive Net Change NOKPositive Net Change GLWPositive Net Change

Shuvra Shankar Dey

UiPath Stock Rises 44% in 6 Months: Should You Buy, Hold or Sell?

PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.

PATHNegative Net Change CRMNegative Net Change NOWNegative Net Change PEGANegative Net Change

Arijit Sarkar

Is CCOI a Buy as Margins Improve but Refinancing Risks Stay High?

CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.

CCOINegative Net Change VZPositive Net Change LUMNNegative Net Change

Arijit Sarkar

How Cogent's $225M Data Center Sale Could Reshape Its Debt Strategy

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOINegative Net Change VZPositive Net Change LUMNNegative Net Change