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software: Archive
Spring Seasonality and AI Productivity Gains Set to Boost Stocks
by Bryan Hayes
As AI moves from experimental pilots to scaled deployment, it should drive higher corporate earnings and expanded margins.
SPYPositive Net Change
artificial-intelligence cloud-computing communications computers datacenter earnings investing semiconductor software tech-stocks
WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
by Supriyo Bose
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
artificial-intelligence cloud-computing computers fin-tech iot saas software tech-stocks
Can Elastic's AI Push Strengthen Enterprise Platform Adoption?
by Anirudha Bhagat
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
artificial-intelligence computers growth-investors growth-stocks high-growth internet investing investment software tech-stocks
Why Elastic's Search AI Platform Is Key to Revenue Expansion
by Anirudha Bhagat
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
artificial-intelligence computers growth-stocks investing investment software tech-stocks
Is Elastic Stock Worth Holding After FY26 Guidance Raise?
by Anirudha Bhagat
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
artificial-intelligence computers internet investing investment software tech-stocks
Best 2 Tech Stocks to Buy Now on the Dip for 90% Upside
by Benjamin Rains
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
artificial-intelligence software tech-stocks
Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
by Shuvra Shankar Dey
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
computers internet software tech-stocks
UiPath and Unified Automation: What's Driving ARR Growth
by Shuvra Shankar Dey
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
computers internet software tech-stocks
PATH Delivers Strong Quarter to Close its Fiscal Year: Is PATH a Buy?
by Shuvra Shankar Dey
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
computers internet software tech-stocks
PATH and Agentic AI: How UiPath's Platform Shift Could Pay Off
by Shuvra Shankar Dey
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
computers internet software tech-stocks