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saas: Archive

Supriyo Bose

IBM Extends JNPR Tie-Up for AI-Native Networking: Stock to Gain?

Riding on a robust earnings surprise history and favorable Zacks Rank, IBM appears primed for further stock price appreciation.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Subham Roy

Freshworks Rises 41% in 6 Months: Is the Stock Still Worth Buying?

FRSH is rapidly expanding its market share on the back of its extensive offerings built on a unified platform, reducing costs for organizations adopting them.

SAPPositive Net Change ORCLNegative Net Change FRSHPositive Net Change TEAMPositive Net Change

Vasundhara Sawalka

Is ORCL Stock a Buy, Sell or Hold at an EV/EBITDA Multiple of 21.89X?

Oracle's cloud growth impresses, but rich valuation warrants caution. You can hold or wait for better entry points in 2025 as competition and high capex unfold.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Salesforce's Q4 Earnings: Can AI and Cloud Growth Drive Performance?

CRM's Q4 results are likely to reflect benefits from strong demand for its cloud-based solutions, AI-powered innovations and international expansion.

CRMPositive Net Change FTNTNegative Net Change TEAMPositive Net Change ZSNegative Net Change

Zacks Equity Research

Intuit Gears Up to Report Q2 Earnings: What's in the Offing?

Intuit's second-quarter fiscal 2025 results might benefit from strength in Online Ecosystem business. Desktop changes and Mailchimp headwinds may put pressure on results.

INTUNegative Net Change MRVLPositive Net Change VYXNegative Net Change ASPositive Net Change

Anirudha Bhagat

Palo Alto Networks Soars 13% YTD: Time to Buy, Hold or Sell the Stock?

Despite near-term challenges, PANW is worth holding due to its leadership in cybersecurity, AI-driven innovation and strategic shift toward a platform-based model.

FTNTNegative Net Change PANWNegative Net Change CYBRNegative Net Change CRWDNegative Net Change

Anirudha Bhagat

Cloudflare Soars 49% YTD: Should You Hold or Fold the Stock?

While NET is poised to benefit from continued strength in AI, security and cloud networking, the stock's high valuation warrants a cautious approach.

FIVNNegative Net Change TEAMPositive Net Change TWLONegative Net Change NETNegative Net Change

Zacks Equity Research

Twilio Stock Falls 7% on Q4 Earnings Miss and Dull Q1 EPS Guidance

TWLO's fourth-quarter 2024 results reflect the benefit of growth in communications revenues and improved cost discipline.

PLNegative Net Change FTNTNegative Net Change TEAMPositive Net Change TWLONegative Net Change

Zacks Equity Research

Toast to Report Q4 Earnings: What's in Store for the Stock?

TOST's fourth-quarter 2024 results are likely to gain from location additions and international expansion, offset by rising expenses and economic headwinds.

ACNNegative Net Change AKAMNegative Net Change ATHMPositive Net Change TOSTPositive Net Change

Zacks Equity Research

Paycom Software Q4 Earnings and Revenues Top Estimates, Rise Y/Y

PAYC's fourth-quarter performance benefited from increased sales momentum, international expansion and artificial intelligence integration in its products.

PLNegative Net Change FTNTNegative Net Change PAYCNegative Net Change TEAMPositive Net Change

Vasundhara Sawalka

Is FTNT Stock a Buy on Q4 Earnings Beat & Rising EPS Estimates?

Fortinet beats Q4 estimates with 45.1% EPS growth. Strong margins, SASE expansion and AI security drive a positive 2025 outlook.

CSCOPositive Net Change CHKPNegative Net Change FTNTNegative Net Change PANWNegative Net Change

Zacks Equity Research

Yelp Gears Up to Report Q4 Earnings: Is a Beat in the Cards?

YELP's fourth-quarter 2024 results are likely to reflect benefits from increasing advertising revenues and its AI and machine learning efforts.

AKAMNegative Net Change YELPNegative Net Change SABRNegative Net Change ATHMPositive Net Change

Zacks Equity Research

Tyler Technologies Gears Up to Report Q4 Earnings: What to Expect?

TYL's Q4 performance is likely to have gained from robust demand for SaaS solutions as the public sector shifts from on-premise to cloud-based systems.

AKAMNegative Net Change SABRNegative Net Change ATHMPositive Net Change TYLNegative Net Change

Zacks Equity Research

Paycom Gears Up to Report Q4 Earnings: What's in Store?

Despite macroeconomic headwinds, strength in clientele, automation and international expansion are likely to aid PAYC's Q4 results.

AKAMNegative Net Change SABRNegative Net Change ATHMPositive Net Change PAYCNegative Net Change

Zacks Equity Research

Fortinet Q4 Earnings Surpass Expectations, Sales Increase Y/Y

FTNT's fourth-quarter results reflect strength in demand from large enterprise customers and growth in the company's security subscriptions.

FTNTNegative Net Change ANETPositive Net Change FRSHPositive Net Change CANPositive Net Change