Back to top

software: Archive

Bryan Hayes

Spring Seasonality and AI Productivity Gains Set to Boost Stocks

As AI moves from experimental pilots to scaled deployment, it should drive higher corporate earnings and expanded margins.

SPYPositive Net Change

Supriyo Bose

WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?

IBM edges ahead of Workday as hybrid cloud and AI demand, HashiCorp buyout and stronger estimate revisions outweigh Workday???s faster growth and lower valuation.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change WDAYPositive Net Change

Anirudha Bhagat

Can Elastic's AI Push Strengthen Enterprise Platform Adoption?

ESTC pushes an AI-first hybrid platform with new agent tools, partner ecosystems, and cloud inference bridges aimed at deepening enterprise adoption.

DELLPositive Net Change NVDAPositive Net Change ESTCPositive Net Change

Anirudha Bhagat

Why Elastic's Search AI Platform Is Key to Revenue Expansion

ESTC's Search AI Platform uses a shared data layer to drive expansion across search, observability and security as cloud mix and backlog growth improve revenue visibility.

ESTCPositive Net Change CRWDNegative Net Change DDOGPositive Net Change

Anirudha Bhagat

Is Elastic Stock Worth Holding After FY26 Guidance Raise?

ESTC lifts FY26 revenue and EPS outlook as backlog and $1M+ deals surge, improving visibility, but cloud growth gaps and seasonality keep near-term outlook cautious.

HUBSPositive Net Change ESTCPositive Net Change IOTPositive Net Change

Benjamin Rains

Best 2 Tech Stocks to Buy Now on the Dip for 90% Upside

Salesforce and Intuit are software powerhouses adapting to the AI age, with EPS and revenue growth outlooks to prove it. Investors who buy INTU and CRM now have a chance at nealry 90% upside and great value.

CRMPositive Net Change INTUPositive Net Change

Shuvra Shankar Dey

Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?

UiPath closes FY26 with a Q4 beat, 86% gross margin and a $1B buyback completed, but retention trends and automation spending keep the stock in a hold debate.

MSFTPositive Net Change PATHNegative Net Change NOWPositive Net Change

Shuvra Shankar Dey

UiPath and Unified Automation: What's Driving ARR Growth

PATH pushes a unified automation platform as enterprises consolidate tools, supporting ARR growth, stronger pilots and expansion among larger customers.

MSFTPositive Net Change PATHNegative Net Change NOWPositive Net Change

Shuvra Shankar Dey

PATH Delivers Strong Quarter to Close its Fiscal Year: Is PATH a Buy?

UiPath closes fiscal year with 14% Q4 revenue growth, $1.853B ARR, and its first full-year GAAP profit as enterprises accelerate adoption of AI-driven automation.

MSFTPositive Net Change PATHNegative Net Change NOWPositive Net Change

Shuvra Shankar Dey

PATH and Agentic AI: How UiPath's Platform Shift Could Pay Off

PATH pushes deeper into agentic AI with open standards, new platform tools, and partners, but real payoff may depend on adoption speed and future pricing models.

MSFTPositive Net Change NVDAPositive Net Change PATHNegative Net Change SNOWNegative Net Change