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saas: Archive

Zacks Equity Research

TYL Set to Report Q1 Earnings: What's in the Cards for the Stock?

Tyler Technologies heads into Q1 earnings with cloud, SaaS and recurring revenue strength in focus, as shifts away from legacy streams can shape results.

GRMNNegative Net Change MPWRNegative Net Change TYLNegative Net Change NVTNegative Net Change

Rajshree Sipani

American Express vs. Affirm: Which Payments Stock Has More Upside?

AFRM's surging BNPL growth and higher upside potential set it apart from AXP, despite AXP's stable spending trends and premium model strength.

AXPPositive Net Change AFRMPositive Net Change

Zacks Equity Research

SAP's Q1 Earnings & Revenues Up Y/Y on Cloud Momentum & AI Tailwinds

SAP posts 20% EPS growth in Q1 2026 as cloud and AI momentum drive revenue gains, boosting shares despite macro uncertainty and signaling continued enterprise demand strength.

BMIPositive Net Change SAPNegative Net Change SLPPositive Net Change BBPositive Net Change

Anirudha Bhagat

Agentforce Adoption Rises: Can It Be Salesforce's Next Growth Engine?

Salesforce's Agentforce surges to $800M ARR with 169% growth, signaling AI-driven momentum that could fuel its next major expansion phase.

MSFTPositive Net Change CRMPositive Net Change NOWPositive Net Change

Zacks Equity Research

IBM Beats Q1 Earnings Estimates on Solid Revenue & Margin Expansion

IBM topped Q1 2026 estimates as hybrid cloud and AI demand lifted revenue to $15.92B and expanded gross margin to 56.2%.

IBMNegative Net Change AKAMPositive Net Change ANETNegative Net Change PINSPositive Net Change

Anirudha Bhagat

4 Software Stocks Poised to Outperform This Earnings Cycle

Block, Bill Holdings, AudioEye and HubSpot are poised to beat estimates this earnings season as digital transformation and rising AI adoption drive software demand.

HUBSPositive Net Change AEYEPositive Net Change BILLPositive Net Change XYZNegative Net Change

Zacks Equity Research

Spotify Gears Up to Report Q1 Earnings: What's in the Cards?

Spotify heads into Q1 earnings with strong revenue, user and EPS growth expectations, but its mixed surprise history and a negative ESP cloud outlook.

FFIVNegative Net Change CLSPositive Net Change SPOTNegative Net Change

Rajshree Sipani

MA vs. PYPL: Which Digital Payments Stock Has More Room to Run?

Mastercard's network strength and high-margin services outpace PayPal's turnaround efforts, signaling stronger near-term growth potential.

MAPositive Net Change PYPLNegative Net Change