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software: Archive

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 MCDPositive 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.

MSFTNegative Net Change CRMPositive Net Change SAPPositive Net Change ORCLNegative 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 PANWNegative 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.

MSFTNegative Net Change FTNTPositive Net Change PANWNegative Net Change CRWDNegative 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.

NVDANegative Net Change PANWNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Kevin Cook

Bull of the Day: Datadog (DDOG)

Ahead of Thursday's report, Akamai forms strategic security partnership with the "data guard dog"

DDOGNegative Net Change AKAMPositive Net Change TSLANegative Net Change CRWDNegative Net Change

Shaun Pruitt

Time to Buy the Recent Dip in Microsoft or Amazon's Stock?

As volatility fears start to settle Amazon (AMZN) and Microsoft (MSFT) are two big tech stocks investors may be eyeing for a rebound.

AMZNPositive Net Change MSFTNegative Net Change

Ethan Feller

Palantir Stock Rises After Earnings: Dark Horse of AI Applications?

Palantir stock has been quietly rising as its new AI platform dominates the enterprise software space.

MSFTNegative Net Change GOOGLPositive Net Change PLTRNegative Net Change

Vasundhara Sawalka

Fortinet (FTNT) Stock Before Q2 Earnings: To Buy or Not to Buy?

Fortinet's (FTNT) second-quarter 2024 earnings are likely to have been aided by the steady growth of Security Fabric, cloud and SD-WAN offerings amid intense competition and elevated valuation.

CSCOPositive Net Change CHKPPositive Net Change FTNTPositive Net Change PANWNegative Net Change

Shaun Pruitt

3 Standout Stocks of This Week's Busy Earnings Lineup

In the most anticipated week of the Q2 earnings season, several top-rated Zacks stocks are standing out after exceeding their quarterly top and bottom line expectations on Tuesday.

NOGPositive Net Change ANETNegative Net Change PYPLPositive Net Change NVDANegative Net Change

Sweta Killa

Microsoft ETFs Tumble as Q3 Cloud Growth Slows Down

Though Microsoft (MSFT) beat earnings and revenue estimates, growth in Azure cloud computing slowed down. Microsoft also offered weak guidance for the ongoing quarter.

MSFTNegative Net Change XLKPositive Net Change FTECPositive Net Change IYWPositive Net Change VGTPositive Net Change IXNPositive Net Change

Shaun Pruitt

Time to Buy Meta Platforms Stock as Q2 Earnings Approach?

Let's see if it's time to buy Meta Platforms (META) stock as its Q2 results approach after market hours on Wednesday, July, 31.

METAPositive Net Change OMCPositive Net Change SNAPNegative Net Change PINSPositive Net Change

Vasundhara Sawalka

Fortinet (FTNT) Falls 11% in 6 Months: Should You Hold or Fold?

Fortinet's (FTNT) cutting-edge cybersecurity solutions, including next-gen firewalls and AI capabilities, make the stock worth a watch amid fierce competition and premium valuation.

CSCOPositive Net Change CHKPPositive Net Change FTNTPositive Net Change PANWNegative Net Change

Sweta Killa

Microsoft Gears Up for Earnings After the Bell: ETFs in Focus

ft (MSFT) is set to release fourth-quarter 2024 results today after market close. The software maker has a reasonable chance of beating estimates in the reported quarter.

MSFTNegative Net Change XLKPositive Net Change FTECPositive Net Change IYWPositive Net Change VGTPositive Net Change IXNPositive Net Change

Shaun Pruitt

Should Investors Buy Microsoft's Stock Ahead of Earnings?

Reporting its fiscal fourth quarter results after market hours on Tuesday, July 30, let's see if it's time to buy Microsoft's (MSFT) stock.

MSFTNegative Net Change AAPLPositive Net Change AMDNegative Net Change NVDANegative Net Change TSLANegative Net Change

Anirudha Bhagat

Salesforce (CRM) Rises 6% in a Week: What Should Investors Do Now?

While Salesforce's (CRM) recent stock surge and strong market position are encouraging, slowing sales growth warrants caution.

AMZNPositive Net Change CRMPositive Net Change IBMPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Datadog (DDOG) Falls 7.2% MTD: Should Investors Buy the Dip?

Datadog's (DDOG) innovative portfolio and an expanding partner base make it an attractive investment opportunity.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change DDOGNegative Net Change

Kevin Cook

Bear of the Day: CrowdStrike (CRWD)

Trying to keep up with the bad guys just gave the world a big shot of friendly fire

CRWDNegative Net Change

Shilpa Mete

Adobe (ADBE) Gains 17.7% in 3 Months: What Should You Do Now?

Adobe (ADBE) gains momentum on the heels of growing generative AI capabilities, which bode well for its long-term prospects.

MSFTNegative Net Change IBMPositive Net Change ADBEPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Arista (ANET) Surges 95% in a Year: Should You Ride the Wave?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends, Arista (ANET) appears to be a solid investment proposition.

MSFTNegative Net Change CSCOPositive Net Change ANETNegative Net Change

Anirudha Bhagat

Cloudflare (NET) Up 6% in a Month: How Should You Play Now?

While Cloudflare's (NET) recent stock surge and strong market position are encouraging, significant volatility and high valuation warrant caution.

AMZNPositive Net Change AKAMPositive Net Change FSLYPositive Net Change NETNegative Net Change

Anirudha Bhagat

CrowdStrike (CRWD) Up 45% YTD: What Should Investors Do Now?

Given the combination of lofty valuations, intense competition, slowing sales growth and macroeconomic headwinds, staying away from investing in CrowdStrike (CRWD) stock now appears to be a prudent move.

MSFTNegative Net Change SPositive Net Change PANWNegative Net Change CRWDNegative Net Change

Shaun Pruitt

3 Tech Stocks That Could Soar from Cooler Inflation

The anticipated expansion of RingCentral (RNG), Twilio (TWLO), and Arm Holdings (ARM) may start to come to fruition amid cooler inflation.

ARMNegative Net Change RNGPositive Net Change TWLOPositive Net Change AMZNPositive Net Change NVDANegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

ServiceNow (NOW) Loses 5% in a Week: Should You Buy the Dip?

ServiceNow's (NOW) recent dip offers a buying opportunity for growth-oriented investors, given its growing GenAI prowess and strong partner base.

MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change NOWPositive Net Change