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software: Archive

Nilanshi Mukherjee

Should You Buy, Sell or Hold QBTS Stock at Its P/S of 90.31X?

D-WAVE QUANTUM stock benefits from an expanding clientele and its growing influence in the quantum computing space.

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Andrew Rocco

AI is Getting Cheap - And That's a Jackpot for Software Investors

There's perhaps no bigger beneficiary to the commoditization of AI than software companies, which will enjoy a surge in profit margins at a much more reasonable cost. Andrew wants you to get involved right now and offers five reasons why software is still king.

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Anirudha Bhagat

Salesforce Ascends 33% in Six Months: Is the Stock Still a Buy?

CRM's market leadership, aggressive AI expansion and increasing enterprise IT spending trends create a solid foundation for sustained growth.

MSFTPositive Net Change CRMNegative Net Change ADBEPositive Net Change INTUPositive Net Change

Supriyo Bose

Can ANET Stock Sustain its Mojo With Arista 2.0 Strategy?

With healthy revenue-generating potential driven by robust demand trends, ANET appears poised for solid growth momentum.

CSCOPositive Net Change JNPRPositive Net Change ANETPositive Net Change

Vasundhara Sawalka

Monday.com's Pre-Q4 Earnings: Should You Buy, Sell or Hold MNDY Stock?

Hold MNDY stock ahead of Q4 results as leadership changes and enterprise sales challenges may overshadow strong product expansion and AI momentum.

TEAMPositive Net Change BILLPositive Net Change ASANPositive Net Change MNDYPositive Net Change

Neena Mishra

AI Winners Following the DeepSeek Disruption

We highlight ETF areas that could benefit if AI costs decline.

MSFTPositive Net Change NVDANegative Net Change VTVNegative Net Change IGVPositive Net Change QQQEPositive Net Change JPMPositive Net Change AAPLNegative Net Change CRMNegative Net Change WMTNegative Net Change METAPositive Net Change

Shaun Pruitt

Buy Meta Stock After Beating Q4 EPS Expectations by 20%?

Surpassing earnings expectations for nine consecutive quarters, investors may be wondering if it's time to buy Meta Platforms (META) stock after its latest EPS surprise.

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Shuvra Shankar Dey

ARM Stock Surges 20% in a Month: Is This Still a Buying Opportunity?

Given the recent surge in Arm Holdings shares, we evaluate the stock's current position to determine whether it presents a good investment opportunity.

QCOMPositive Net Change AAPLNegative Net Change ARMNegative Net Change

Sweta Killa

Microsoft's Q2 Earnings Beat Fails to Impress: ETFs to Watch

MSFT beats second-quarter fiscal 2025 earnings and revenue estimates but offers downbeat guidance for the third quarter.

MSFTPositive Net Change FTECPositive Net Change IYWPositive Net Change BCHPPositive Net Change MSFXPositive Net Change TOPTNegative Net Change

Mark Vickery

Fed Holds Steady, Big Earnings Afternoon: MSFT, TSLA, META & More

Microsoft, Meta, IBM and ServiceNow all outperformed earnings estimates, while Tesla came up short.

MSFTPositive Net Change IBMPositive Net Change TSLANegative Net Change NOWPositive Net Change METAPositive Net Change

Bryan Hayes

Fed Set to Hold Rates Steady: Stocks to Watch

Plenty of stocks managed to buck the sell-off on Monday. We want to look for stocks that hold up well through volatile periods.

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Anirudha Bhagat

Zscaler Stock Dips 22% in a Year: A Buying Opportunity or a Risky Bet?

ZS' leadership in the rapidly expanding Zero Trust market, steady financial performance and strong innovation pipeline make it a compelling investment option.

CSCOPositive Net Change FTNTPositive Net Change PANWPositive Net Change ZSNegative Net Change

Andrew Rocco

Bull of the Day: Bill Holdings (BILL)

Software is a rare bright spot in an otherwise weak tech sector. As a result, stocks like Bill Holdings may benefit as money flows out of chip stocks due to "DeepSeek."

MSFTPositive Net Change NVDANegative Net Change SNOWPositive Net Change TWLOPositive Net Change BILLPositive Net Change METAPositive Net Change

Shaun Pruitt

Meta Vs Microsoft: Which Stock is More Attractive Ahead of Earnings?

Scheduled to release their quarterly results on Wednesday, January 29, here's a look at which stock may be the better choice between Meta Platforms (META) and Microsoft (MSFT).

MSFTPositive Net Change METAPositive Net Change TSLANegative Net Change

Bryan Hayes

Lovin' That App: Can This Momentum Stock Continue Higher After 712% Run?

There's been a lot of chatter about APP stock potentially slowing, but earnings estimates are on the rise.

APPPositive Net Change

Anirudha Bhagat

TWLO Soars 15% on Solid Guidance & Buyback Plan: How to Play the Stock?

Twilio's strong guidance, $2 billion share buyback and market leadership make it a compelling investment option. However, premium valuation warrants a caution.

FTNTPositive Net Change TWLOPositive Net Change ZMNegative Net Change NETPositive Net Change

Nilanshi Mukherjee

Monday.com Gains 10% in 6 Months: Buy, Sell or Hold the Stock?

MNDY faces strong competition and macroeconomic hurdles, despite a growing portfolio and enterprise adoption, making it a risky investment.

TEAMPositive Net Change BILLPositive Net Change ASANPositive Net Change MNDYPositive Net Change

Supriyo Bose

IBM Stock Before Q4 Earnings: A Smart Buy or Risky Investment?

With declining earnings estimates, IBM is witnessing a negative investor perception and it might be prudent to avoid the stock at the moment.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change

Nilanshi Mukherjee

RGTI Surges 679% in 3 Months: More Room to Grow or Time to Sell?

RGTI benefits from an expanding clientele and a strong foothold in the quantum computing space despite quantum market challenges.

AMZNNegative Net Change MSFTPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Vasundhara Sawalka

Five9 Trades at a Premium EV/EBITDA Value: How to Play the Stock

FIVN's premium valuation at 31.77x EV/EBITDA signals caution despite strong AI growth. Consider waiting for better entry points in 2025 as multiples normalize.

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Nida Ali Saigal

CSCO Expands Cybersecurity Portfolio: Right Time to Buy the Stock?

Cisco Systems is benefiting from a robust portfolio, expanding client base and strong partnerships.

MSFTPositive Net Change CSCOPositive Net Change NVDANegative Net Change MGMNegative Net Change

Kevin Cook

Bull of the Day: GitLab (GTLB)

Another beat-and-raise quarter of enterprise growth has EPS estimates jumping 27% for the new year

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Anirudha Bhagat

Palo Alto Trades at Premium Valuation: Buy, Hold or Sell the Stock?

While PANW's near-term growth may be slowing, its robust long-term potential remains compelling.

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Anirudha Bhagat

CrowdStrike Trades at Premium Valuation: Buy, Sell or Hold the Stock?

While CRWD's focus on innovation and a diversified product portfolio provides a strong foundation for future growth, premium valuation warrants caution.

MSFTPositive Net Change FTNTPositive Net Change CYBRPositive Net Change CRWDPositive Net Change