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software: Archive

Kevin Cook

Bear of the Day: Atlassian (TEAM)

Profit projections search for a base even as sales and customer growth look strong

TEAMPositive Net Change

Kevin Cook

Bull of the Day: Okta (OKTA)

Street still shades this cyber stock, but growth estimates remain bright in an exploding industry

OKTAPositive Net Change NVDANegative Net Change

Shaun Pruitt

Bear of the Day: Aviat Networks (AVNW)

While Aviat Networks (AVNW) growth and valuation may be attractive on the surface, the global supplier of wireless network solutions has been entrenched in scrutiny.

AVNWPositive Net Change

Anirudha Bhagat

Upstart Soars 71% in 3 Months: Is it Too Late to Buy the Stock?

UPST's 71% rise signals more growth ahead, with AI-driven lending and falling interest rates creating a compelling buy opportunity.

XLKPositive Net Change LCPositive Net Change UPSTPositive Net Change SOFIPositive Net Change

Shaun Pruitt

Don't Overlook These Top Fintech Stocks After Interest Rate Cuts

Lower interest rates can do wonders for financial technology companies (fintech) which strive to improve and automate financial services.

IBKRNegative Net Change PYPLPositive Net Change HOODPositive Net Change AAPLPositive Net Change FINo Net Change UBERPositive Net Change VMEOPositive Net Change

Vasundhara Sawalka

Zoom Video Stock Rises 21.2% in 3 Months: Is it Time to Buy or Hold?

Zoom's market strength and innovations promise growth, but stiff competition and high valuation warrant waiting for a better entry point despite a bright outlook.

MSFTNegative Net Change CSCOPositive Net Change ZMPositive Net Change METAPositive Net Change

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 MSFTNegative 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 ORCLNegative 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 ORCLNegative 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 NTAPPositive Net Change NVDANegative Net Change SMCIPositive 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.

MSFTNegative Net Change FTNTPositive Net Change PANWNegative Net Change CRWDNegative 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 NVDANegative Net Change PANWNegative 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 MSFTNegative Net Change ORCLNegative 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 PANWNegative 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.

PANWNegative Net Change CYBRNegative Net Change ZSNegative Net Change CRWDNegative 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 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 SONYPositive 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.

MSFTNegative Net Change FTNTPositive Net Change PANWNegative Net Change CRWDNegative 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 MSFTNegative 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.

MSFTNegative Net Change CRMPositive Net Change SAPPositive Net Change ORCLNegative 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

TSMNegative Net Change NVDANegative 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