Back to top

software: Archive

Shivangi Deora

How Blackbaud's AI Agents Could Reshape Its Recurring Growth Model

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

Shivangi Deora

How Blackbaud Is Turning Agentic AI Into a Social Impact Platform

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

Shivangi Deora

Is BLKB Stock Attractive After the Earnings Beat and Revenue Miss?

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

Shaun Pruitt

Microsoft Q4 Earnings Crush Expectations: Time to Buy MSFT Stock?

Microsoft (MSFT) stock spiked 15% in Thursday's trading session after delivering blockbuster results for its fiscal fourth quarter yesterday evening.

MSFTNegative Net Change

Shuvra Shankar Dey

Should Palantir Stock Be in Your Portfolio Before Q2 Earnings?

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

Bryan Hayes

Microsoft Answers the Capex Question - And the Stock Finally Responds

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

Zacks Equity Research

MSFT Q4 Earnings Call Highlights Azure Momentum and AI Demand

MSFT beats Q4 estimates as Azure grows 43%, Copilot adoption surges, and AI infrastructure expansion fuels strong cloud and enterprise demand.

MSFTNegative Net Change

Shuvra Shankar Dey

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

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

Supriyo Bose

Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?

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

Bryan Hayes

Alphabet's Warning Shot Still Echoes Ahead of Microsoft Earnings

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