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saas: Archive

Supriyo Bose

IBM vs. Arista Networks: Which AI Infrastructure Stock to Buy Now?

ANET or IBM? One leads in high-speed switching, the other in hybrid cloud???see which has the edge for AI infrastructure now.

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change ANETNegative Net Change

Zacks Equity Research

BlackBerry's Shares Rally 8% on Q4 Earnings Beat, Revenues Surge Y/Y

BB tops fiscal Q4 2026 estimates as QNX and Secure Comms drive revenue beat. Strong fiscal 2027 outlook signals growth across key segments.

ADSKPositive Net Change GWREPositive Net Change BOXPositive Net Change BBNegative Net Change

Subhasish Mukherjee

Rubrik Slides 25% in 3 Months: Is Holding the Appropriate Move Now?

RBRK stock drops 25% in 3 months as margin pressure and rich valuation weigh despite strong ARR growth and rising AI-driven data security demand.

IBMPositive Net Change DELLNegative Net Change HPENegative Net Change RBRKNegative Net Change

Supriyo Bose

Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?

Arista's 2026-27 EPS estimates jump as Arista 2.0 and cloud demand lift momentum, but depleting margins and costs keep risk in focus.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Zacks Equity Research

Recurring Revenue Model and Acquisitions Fuel Broadridge's Growth

BR rides on recurring SaaS revenues & strategic acquisitions amid low liquidity, client concentration & intense competition.

BRPositive Net Change EFXPositive Net Change WCNPositive Net Change

Supriyo Bose

Should You Bet on IBM Stock Amid Rising Estimate Revisions?

IBM's earnings estimates for 2026 and 2027 are climbing as hybrid cloud, AI, and quantum partnerships fuel optimism. Should investors bet on it now?

AMZNNegative Net Change AMDNegative Net Change MSFTPositive Net Change IBMPositive Net Change CSCONegative Net Change