Back to top

saas: Archive

Bryan Hayes

Will Microsoft's Upcoming Earnings Report Spark a Renewed Rally?

A recent change in tone appears to have put the pulls back in charge ahead of this week's release.

MSFTPositive Net Change

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.

GRMNPositive Net Change MPWRPositive Net Change TYLNegative Net Change NVTPositive 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.

AXPNegative 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 SLPNegative Net Change BBNegative 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 CRMNegative Net Change NOWNegative 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 AKAMNegative Net Change ANETPositive Net Change PINSNegative 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.

HUBSNegative Net Change AEYEPositive Net Change BILLPositive Net Change XYZPositive 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.

FFIVPositive Net Change CLSNegative Net Change SPOTPositive Net Change