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software: Archive

Rajshree Sipani

American Express vs. PayPal: Which Fintech Stock Has More Upside?

AXP's resilient premium spending, strong earnings growth and expanding lifestyle ecosystem give it an edge over PYPL in digital payments.

AXPPositive Net Change PYPLNegative Net Change

Ethan Feller

Intuit Drops 63%: Are Software Stocks Deep Value or a Trap?

Software stocks have been crushed this year, but has it gone too far? Salesforce, ServiceNow, Adobe and Inuit shares all trade at compelling valuations with still strong growth forecasts.

CRMPositive Net Change ADBEPositive Net Change INTUPositive Net Change NOWPositive Net Change IGVPositive Net Change

Shreya Majumder

CoreWeave vs. Oracle: Which AI Infrastructure Stock is the Better Pick?

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

NVDANegative Net Change ORCLPositive Net Change CRWVNegative Net Change

Anirudha Bhagat

Zscaler's Q3 Earnings Countdown: Buy, Hold or Sell the Stock?

ZS' Q3 results are likely to reflect benefits from strong AI security demand, Zero Trust growth and momentum in Z-Flex adoption.

FTNTPositive Net Change PANWPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Salesforce Likely to Beat Q1 Earnings Estimates: Time to Buy the Stock?

CRM's Q1 performance is likely to have witnessed the benefits of continued digital transformation and the increasing adoption of generative AI-enabled solutions.

MSFTNegative Net Change CRMPositive Net Change SAPNegative Net Change ORCLPositive Net Change

Shivangi Deora

OptimizeRx Stock Down 30% in a Month: Should Investors Hold or Fold?

OPRX's shares slid 30% in a month as MFN pricing and cautious pharma spending hit revenue, even as DAAP growth and EBITDA surged.

OMCLPositive Net Change OPRXNo Net Change VEEVPositive Net Change DOCSPositive Net Change

Subhasish Mukherjee

Autodesk vs. ServiceNow: Which Software Stock Has Stronger Growth?

ADSK's AI-driven cloud push, rising subscription revenues and lower valuation may give it an edge over NOW.

ADSKPositive Net Change NOWPositive Net Change

Andrew Rocco

3 Reasons ServiceNow (NOW) is Soaring

While the broader market experiences volatility, ServiceNow shares are suddenly skyrocketing.

BACPositive Net Change NVDANegative Net Change NOWPositive Net Change

Anirudha Bhagat

Zscaler vs. Fortinet: Which Cybersecurity Stock Is the Better Buy?

FTNT looks like the smarter buy as AI and SASE demand boost billings, margins and estimate revisions, while ZS shares lag.

FTNTPositive Net Change ZSPositive Net Change

Andrew Rocco

Software's "Baby with the Bathwater" Moment

Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.

MSFTNegative Net Change CRMPositive Net Change FIGPositive Net Change NOWPositive Net Change IGVPositive Net Change