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software: Archive

Mark Vickery

Reversal of Market Fortunes on Leveraged Buying Fears

What happened? Consider it something of a second thought on these positive metrics we'd seen earlier.

NVDANegative Net Change ROSTPositive Net Change INTUPositive Net Change GAPPositive Net Change

Shivangi Deora

Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?

NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.

AMZNPositive Net Change MSFTNegative Net Change NBISNegative Net Change CRWVPositive Net Change

Arghyadeep Bose

Docusign Declines 23% in 6 Months: Should You Buy the Stock Right Now?

DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential.

MSFTNegative Net Change CRMPositive Net Change DOCUPositive Net Change

Shivangi Deora

Nebius to Report Q3 Earnings: How to Approach the Stock Now?

NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.

AMZNPositive Net Change MSFTNegative Net Change NBISNegative Net Change CRWVPositive Net Change

Anirudha Bhagat

Salesforce Stock Trading Cheaper Than Industry: Time to Buy or Hold?

CRM trades at a steep discount to software peers, but slowing growth and shifting IT budgets temper near-term optimism.

MSFTNegative Net Change CRMPositive Net Change SAPPositive Net Change ORCLNegative Net Change

Shaun Pruitt

Palantir Vs. AMD: Is Either AI Stock a Buy Amid Valuation Concerns

With the broader market starting to retract amid valuation concerns, high-growth tech stocks such as Palantir (PLTR) and AMD (AMD) have been at the center of the pullback despite their enticing AI prospects.

AMDNegative Net Change PLTRNegative Net Change

Bryan Hayes

Is Block (XYZ) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

The company remains vulnerable to intense competition from big names like PayPal.

XYZNo Net Change

Shreya Majumder

CRWV Stock Before Q3 Earnings: Smart Bet or Risky Move for Investors?

CoreWeave's soaring AI-cloud demand, strategic deals with OpenAI and NVIDIA, and strong growth outlook set the stage for a potential Q3 earnings beat.

MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVPositive Net Change

Derek Lewis

Palantir Earnings: Good or Bad?

Beloved Palantir has reported its Q3 results this week, reflecting one of the more sought-after releases in the Q3 cycle overall. But did they live up to the hype?

PLTRNegative Net Change

Shuvra Shankar Dey

Should You Bet on PLTR Stock Post Q3 Earnings and Revenues Beat?

PLTR posts record Q3 results with surging AI-driven revenue, expanding margins, and upbeat 2025 guidance, but valuation raises caution.

MSFTNegative Net Change NVDANegative Net Change PLTRNegative Net Change

Shuvra Shankar Dey

PLTR vs. ACN: Which Leading Tech Stock Should You Consider?

Accenture's GenAI momentum and attractive valuation give it an edge over Palantir's high-growth but pricier AI story.

ACNPositive Net Change PLTRNegative Net Change

Shuvra Shankar Dey

DOCU vs DUOL: Which Software Growth Stock is the Better Buy?

Docusign expands its SaaS reach through Microsoft and Salesforce integrations, while Duolingo accelerates AI-driven content and revenue growth.

MSFTNegative Net Change CRMPositive Net Change DOCUPositive Net Change DUOLPositive Net Change

Shuvra Shankar Dey

Should You Buy Palantir Stock Ahead of Q3 Earnings Report?

PLTR's Q3 results loom as revenue and profit growth soar, but its soaring valuation may test investor patience.

LMTNegative Net Change RTXNegative Net Change PLTRNegative Net Change

Shaun Pruitt

2 Intriguing Stocks to Watch After Exceeding Quarterly Expectations: AGYS, W

Agilysys (AGYS) and Wayfair (W) stock soared over +20% on Tuesday after impressively exceeding their quarterly expectations and offering positive guidance.

AGYSPositive Net Change WPositive Net Change UPSPositive Net Change PYPLPositive Net Change

Bryan Hayes

Microsoft Headlines Magnificent Seven Earnings Blitz, Eyes Cup-With-Handle Breakout

Results from the majority of the Mag 7 will likely set the tone for the remainder of the fourth quarter.

MSFTNegative Net Change

Shuvra Shankar Dey

PATH and APP: Two AI Stocks Worth Buying, But One Stands Stronger

UiPath and AppLovin are redefining automation and ad tech with AI innovations, driving growth across industries.

AMZNPositive Net Change MSFTNegative Net Change CRMPositive Net Change PATHPositive Net Change APPNegative Net Change

Anirudha Bhagat

Salesforce vs. Adobe: Which Cloud-Software Stock Is the Stronger Buy?

CRM's AI momentum, profitability gains and resilient performance make it the stronger buy over ADBE in the cloud software race.

CRMPositive Net Change ADBEPositive Net Change

Bryan Hayes

From Punch Cards to Cloud: IBM's 114-Year Evolution

Top themes such as quantum computing, hybrid cloud, and storage solutions have driven outperformance.

IBMPositive Net Change

Shreya Majumder

CRWV Stock Soars 229.9% in 6 Months: Buy, Sell or Stay Invested?

CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.

MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVPositive Net Change

Shuvra Shankar Dey

UiPath Stock Surges 41% in a Month: Still a Buy or Bye-Bye?

PATH's 41% monthly surge, strong RPA leadership and debt-free balance sheet highlight its growth momentum amid rising AI automation demand.

AMZNPositive Net Change MSFTNegative Net Change CRMPositive Net Change PATHPositive Net Change

Shuvra Shankar Dey

Is Docusign Stock's YTD Decline Creating a Buying Opportunity?

Docusign's deep ties with Microsoft and Salesforce, rising cash flow and steady growth outlook signal a potential rebound ahead.

MSFTNegative Net Change CRMPositive Net Change DOCUPositive Net Change

Arghyadeep Bose

Accenture Stock Declines 32% YTD: Here's How to Play It Now

ACN's $3B GenAI investment, deep tech alliances and new Reinvention Services mark a pivotal shift in its strategy.

ACNPositive Net Change IBMPositive Net Change CGEMYPositive Net Change

Anirudha Bhagat

Salesforce Stock Trades Near 52-Week Low: Time to Buy, Sell or Hold?

CRM trades near 52-week low after a 26.6% YTD drop, but its dominance in the customer relationship management software market and AI focus make it worth holding.

MSFTNegative Net Change CRMPositive Net Change SAPPositive Net Change ORCLNegative Net Change

Supriyo Bose

Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?

Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Andrew Rocco

The Software Reckoning: Adapt to AI or Die (Buy FIG, SHOP, CRM)

The cycle of disruption is a constant in the technology world, and the rise of AI presents the latest test for the software industry. As history repeatedly shows, the companies that thrive will embrace and integrate new technology - not run from it.

AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change CRMPositive Net Change NFLXNegative Net Change FIGPositive Net Change SHOPPositive Net Change