Back to top

software: Archive

Shaun Pruitt

Oracle & Adobe Earnings Ahead: Which Software Giant Has More AI Upside?

Oracle and Adobe are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10.

ORCLNegative Net Change ADBENegative Net Change

Supriyo Bose

Arista vs. IBM: Which Cloud AI Stock Should Investors Buy Now?

ANET's stronger price performance, rising 2026 estimates and AI-cloud growth opportunities give it an edge over IBM despite a richer valuation.

IBMPositive Net Change ANETNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Anirudha Bhagat

Zscaler Stock Lags Industry Returns in Six Months: Time to Exit?

ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.

ZSPositive Net Change FTNTNegative Net Change PANWNegative Net Change CRWDNegative Net Change

Derek Lewis

Oracle and Adobe Earnings: A Closer Look

Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?

ORCLNegative Net Change ADBENegative Net Change

Shuvra Shankar Dey

UiPath Slides 24% After Q2 Earnings: Is PATH Stock a Buy?

PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.

PATHNegative Net Change CRMNegative Net Change NOWNegative Net Change

Bryan Hayes

Oracle's $638 Billion Backlog Meets Its Balance Sheet on Thursday

Investors are no longer grading Oracle on demand. They are grading it on how demand gets financed.

ORCLNegative Net Change

Anirudha Bhagat

Salesforce Stock Gains 34% in a Month: Time to Hold or Book Profits?

CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.

CRMNegative Net Change MSFTNegative Net Change SAPNegative Net Change ORCLNegative Net Change

Shreya Majumder

CRWV Stock Takes a 13% Hit in 3 Months: Time to Buy, Hold or Bail Out?

CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.

CRWVNegative Net Change MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change

Shivangi Deora

Nebius Stock Up 254% in a Year: Should You Buy, Hold or Sell?

NBIS surges 253.5% in a year on AI infrastructure demand, but high capital needs and valuation raise questions about further upside.

NBISNegative Net Change MSFTNegative Net Change NVDANegative Net Change CRWVNegative Net Change

Sheraz Mian

Looking Ahead to the Q3 Earnings Season: What to Expect

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.

MUPositive Net Change NVDANegative Net Change ORCLNegative Net Change ADBENegative Net Change GOOGLNegative Net Change