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software: Archive
How Blackbaud's AI Agents Could Reshape Its Recurring Growth Model
by Shivangi Deora
Blackbaud's long-term contracts, embedded payments and AI agents could deepen cross-selling, though material AI revenue is not expected in 2026.
CRMNegative Net Change BLKBNegative Net Change PAYCNegative Net Change
computers software tech-stocks
How Blackbaud Is Turning Agentic AI Into a Social Impact Platform
by Shivangi Deora
BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.
CRMNegative Net Change ORCLNegative Net Change BLKBNegative Net Change
computers software tech-stocks
Is BLKB Stock Attractive After the Earnings Beat and Revenue Miss?
by Shivangi Deora
BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.
CRMNegative Net Change ORCLNegative Net Change BLKBNegative Net Change
computers software tech-stocks
Microsoft Q4 Earnings Crush Expectations: Time to Buy MSFT Stock?
by Shaun Pruitt
Microsoft (MSFT) stock spiked 15% in Thursday's trading session after delivering blockbuster results for its fiscal fourth quarter yesterday evening.
MSFTNegative Net Change
artificial-intelligence cloud-computing computers earnings investing software tech-stocks
Should Palantir Stock Be in Your Portfolio Before Q2 Earnings?
by Shuvra Shankar Dey
Palantir heads into Q2 earnings with 80% revenue growth expected, strong customer momentum and a steep valuation after a sharp share-price pullback.
PLTRNegative Net Change SNOWPositive Net Change DDOGNegative Net Change
artificial-intelligence computers earnings-preview internet software tech-stocks
Microsoft Answers the Capex Question - And the Stock Finally Responds
by Bryan Hayes
For the first time in three quarters, the market appears willing to grant that the AI spending is buying something real.
MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing software tech-stocks
MSFT Q4 Earnings Call Highlights Azure Momentum and AI Demand
by Zacks Equity Research
MSFT beats Q4 estimates as Azure grows 43%, Copilot adoption surges, and AI infrastructure expansion fuels strong cloud and enterprise demand.
MSFTNegative Net Change
computers earnings software
PLTR vs. ACN: Which Leading Tech Stock Should You Consider?
by Shuvra Shankar Dey
Palantir's surging U.S. commercial growth, larger AI deals and stronger estimates give it the edge over Accenture, which is facing AI disruption risks.
ACNNegative Net Change PLTRNegative Net Change
computers internet software tech-stocks
Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?
by Supriyo Bose
ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.
ANETPositive Net Change CSCOPositive Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications earnings-preview iot software tech-stocks telecom
Alphabet's Warning Shot Still Echoes Ahead of Microsoft Earnings
by Bryan Hayes
Azure's growth rate remains the headline, but the number that likely determines Thursday's open is fiscal 2027 capex guidance.
MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing software tech-stocks