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saas: Archive

Zacks Equity Research

PSTG Beats on Q4 Earnings & Sales, Enters FY27 With Hyperscale Momentum

Pure Storage tops fiscal Q4 2026 estimates with first $1B quarter, 20% revenue jump and upbeat fiscal 2027 outlook as it rebrands as Everpure.

WDCNegative Net Change SNDKNegative Net Change TDCNegative Net Change

Supriyo Bose

Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?

ANET's Arista 2.0 gains traction as 150M port milestone, AI push and SaaS focus power its next phase of cloud networking growth.

CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change

Mayur Thaker

AI Pressures Entire SaaS Complex As Investors Increasingly Hedge Tail Risks with Gold

The entire SaaS complex has been under severe pressure for nearly four months, which I believe is now overdone.

CRMPositive Net Change ADBEPositive Net Change NOWPositive Net Change SNOWNegative Net Change ZSPositive Net Change CRWDNegative Net Change CNSWFPositive Net Change

Zacks Equity Research

Zoom Video Gears Up to Report Q4 Earnings: How to Play the Stock

ZM heads into Q4 earnings with 4% revenue growth expected as AI expansion and partnerships meet margin pressure.

MSFTPositive Net Change CSCONegative Net Change RNGPositive Net Change ZMPositive Net Change

Shreya Majumder

Pure Storage Stock Before Q4 Earnings: Time to Buy, Hold or Exit?

PSTG's fiscal Q4 2026 hinges on AI-driven demand, FlashBlade momentum and rising ARR, but macro pressures and valuation concerns cloud the near-term outlook.

NTAPNegative Net Change STXNegative Net Change SNDKNegative Net Change