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Zacks Equity Research

Can Y/Y Higher Consulting Revenues Benefit IBM's Q2 Earnings?

IBM's Q2 Consulting revenues may rise year over year as AI, cloud and cybersecurity offerings support demand for technology consulting and transformation services.

IBMNegative Net Change SIMONegative Net Change ANETPositive Net Change PINSPositive Net Change

Zacks Equity Research

Can Modest Software Revenue Improvement Aid IBM's Q2 Earnings?

IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.

IBMNegative Net Change SIMONegative Net Change ANETPositive Net Change PINSPositive Net Change

Supriyo Bose

Should You Buy, Sell or Hold IBM Stock Before Q2 Earnings?

IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Zacks Equity Research

Iridium's PNT ASIC: A New Catalyst Beyond Satellite Connectivity?

IRDM targets the emerging Assured PNT market with its new ASIC, gaining adoption across 150+ organizations and opening recurring revenue opportunities.

IRDMPositive Net Change GSATNegative Net Change ASTSPositive Net Change

Supriyo Bose

3 Momentum Anomaly Picks as Markets Embrace War-Induced Volatility

MU, PENG and BE pair massive one-year gains with sharp weekly pullbacks, fitting a momentum anomaly screen.

MUNegative Net Change BEPositive Net Change PENGNegative Net Change

Supriyo Bose

Is SpaceX Replacing Tesla as Elon Musk's Biggest Value Creator?

SPCX is overtaking TSLA as Elon Musk's biggest value creator, powered by reusable rockets, Starlink growth and a growing push into AI infrastructure.

TSLANegative Net Change SPCXNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Supriyo Bose

3 Communication Stocks Set to Soar on Inherent Sector Strength

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, VIAV and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

GLWNegative Net Change VIAVPositive Net Change OOMANegative Net Change

Supriyo Bose

Workday vs. Arista: Which Enterprise AI Stock Has More Upside Now?

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

WDAYNegative Net Change ANETPositive Net Change ORCLPositive Net Change