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software: Archive

Brian Bolan

Bull Of The Day VTEX (VTEX)

This software-as-a-service company has just flipped from losing money to making money and that will attract more investor attention.

VTEXPositive Net Change

Anirudha Bhagat

Twilio Stock Trades at Low P/E Multiple: What Should You Do Now?

Despite Twilio's low P/E multiple suggesting a potential bargain, recent challenges, including slowing sales growth, cast doubt on the near-term performance.

AMZNPositive Net Change MSFTPositive Net Change CSCOPositive Net Change TWLOPositive Net Change

Anirudha Bhagat

CRM to Buy Own: Does Inorganic Growth Plan Make the Stock a Buy?

While Salesforce's acquisition of Own is likely to bolster its position in AI and data management, slowing sales growth could hinder near-term stock performance.

CRMPositive Net Change SAPPositive Net Change ORCLPositive Net Change PEGAPositive Net Change

Mark Vickery

Markets Start New Trading Week in the Green; ORCL Beats in Q1

Oracle (ORCL) shares are up +8% on two high-profile partnerships announced: one with Google Cloud and another with AWS,

AMZNPositive Net Change ORCLPositive Net Change

Shilpa Mete

SMCI Gains 45.1% YTD: Can Strong AI Focus Drive the Stock Beyond?

Super Micro Computer rides on a diversified AI portfolio and strong AI integrations into its storage systems amid supply-chain challenges.

AMDNegative Net Change NTAPNegative Net Change NVDAPositive Net Change SMCINegative Net Change PSTGPositive Net Change

Anirudha Bhagat

CrowdStrike's EPS Estimates Southbound: Time to Sell CRWD Stock?

The combination of slowing growth, lowered guidance and bearish technical indicators suggests that CRWD stock could face downside pressure in the near term.

MSFTPositive Net Change FTNTPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Palo Alto Shares Gain 23% in a Month: Is the Stock Still Worth Buying?

Given Palo Alto's strong fundamentals and promising long-term growth prospects, it would be wise for existing shareholders to hold on to their PANW shares.

CHKPPositive Net Change NVDAPositive Net Change PANWPositive Net Change

Shaun Pruitt

Time to Buy Salesforce (CRM) Stock After Strong Q2 Results?

Salesforce (CRM) continued its transformation efforts to provide stronger financial figures after beating Q2 expectations on Wednesday and raising its profit guidance.

CRMPositive Net Change MSFTPositive Net Change ORCLPositive Net Change LNTPositive Net Change

Vasundhara Sawalka

Fortinet Stock Up 30.3% YTD: Can Cybersecurity Boom Fuel More Growth?

FTNT's cutting-edge cybersecurity solutions, including next-gen firewalls and AI capabilities, make the stock worth buying despite fierce competition.

CSCOPositive Net Change CHKPPositive Net Change FTNTPositive Net Change PANWPositive Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold Zscaler Stock Before Q4 Earnings?

ZS' Q4 performance is likely to have benefited from the growing demand for security and networking products.

PANWPositive Net Change CYBRPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Vasundhara Sawalka

Autodesk Stock Before Q2 Earnings: To Buy or Not to Buy?

ADSK's fiscal second-quarter 2025 results may show robust software demand but caution is warranted given its maturing subscription model and high valuation.

ADSKPositive Net Change DASTYPositive Net Change ANSSPositive Net Change PTCPositive Net Change

Anirudha Bhagat

Immersion (IMMR) Plunges 25% in a Month: Is It Time to Buy the Dip?

The recent dip in the Immersion (IMMR) stock could be a golden opportunity for investors, given its robust fundamentals and promising growth trajectory.

IMMRPositive Net Change XLKPositive Net Change SONYNegative Net Change METAPositive Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold CrowdStrike (CRWD) Ahead of Q2 Earnings?

In light of reputation damage from the global IT outage incident and slowing sales growth concerns, it is prudent to stay away from CrowdStrike (CRWD) for now.

MSFTPositive Net Change FTNTPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Twilio (TWLO) Plunges 22% YTD: Should Investors Buy the Dip?

Twilio's (TWLO) strong market position, innovative growth initiatives and attractive valuation make it a compelling investment opportunity.

AMZNPositive Net Change MSFTPositive Net Change CSCOPositive Net Change TWLOPositive Net Change

Shaun Pruitt

Is Alphabet's (GOOGL) Stock Still a Millionaire Maker 20 Years After its IPO?

Lucrative acquisitions have fueled Alphabet's (GOOGL) growth with its stock skyrocketing over +6,000% since going public in 2004 which has dwarfed the gains of the S&P 500 and Nasdaq.

GOOGLPositive Net Change GOOGPositive Net Change AAPLPositive Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold Salesforce (CRM) Ahead of Q2 Earnings?

The growing adoption of generative AI-enabled solutions and the continued cloud migration are likely to have aided Salesforce's (CRM) Q2 performance.

MSFTPositive Net Change CRMPositive Net Change SAPPositive Net Change ORCLPositive Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Key player in NVIDIA success is building next-gen "fabs" in Phoenix that will create the future of AI

TSMPositive Net Change NVDAPositive Net Change

Bryan Hayes

GoDaddy (GDDY): One of This Year's Most Overlooked Stocks

After multiple years of sideways action, GoDaddy has seen its stock soar this year amid an enticing product portfolio and an expanding global footprint.

GDDYPositive Net Change

Anirudha Bhagat

Paycom (PAYC) Dips 23% YTD: What Should Investors Do Now?

Though current valuation and technical indicators make Paycom (PAYC) an attractive proposition for investors, slowing sales growth and rising competition are significant concerns.

PAYXPositive Net Change ADPPositive Net Change SAPPositive Net Change PAYCPositive Net Change

Andrew Rocco

Bull of the Day: ServiceNow (NOW)

Workday, a software enterprise leader, is poised to benefit from work-from-home and automation trends in the software industry. Moreover, the company should benefit handsomely from a "dovish" Federal Reserve."

AMZNPositive Net Change SBUXPositive Net Change MCDNegative Net Change NOWPositive Net Change QSRPositive Net Change IGVPositive Net Change

Anirudha Bhagat

Salesforce (CRM) Dips 8% in 3 Months: What Should Investors Do Now?

Given Salesforce's (CRM) decelerating sales growth amid softening IT spending along with competitive pressure, it is prudent to stay away from investing in the stock right now.

MSFTPositive Net Change CRMPositive Net Change SAPPositive Net Change ORCLPositive Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold Palo Alto (PANW) Before Q4 Earnings?

Palo Alto's (PANW) Q4 top line is likely to have benefited from the heightened demand for cybersecurity solutions, while increased software mix and better cost management are expected to have boosted margins.

CHKPPositive Net Change FTNTPositive Net Change PANWPositive Net Change

Anirudha Bhagat

CrowdStrike (CRWD) Plunges 34% in a Month: Should You Buy the Dip?

While the recent dip in CrowdStrike's (CRWD) stock price may seem like an attractive entry point, the risks associated with its high valuation, and trust and reliability issues due to the global IT outage crisis suggest that caution is warranted.

MSFTPositive Net Change FTNTPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Palo Alto (PANW) Down 10% in a Month: What Should Investors Do?

While Palo Alto's (PANW) long-term growth story remains compelling, issues like decelerating sales growth, lofty valuations and macroeconomic headwinds suggest that now may not be the ideal time to buy aggressively.

NVDAPositive Net Change PANWPositive Net Change ZSPositive Net Change CRWDPositive Net Change