Back to top

software: Archive

Anirudha Bhagat

Should You Add CRM Stock to Your Portfolio Ahead of Q4 Earnings?

Salesforce's Q4 performance is likely to reflect the benefits of the growing adoption of generative AI-enabled solutions and continued cloud migration.

MSFTPositive Net Change CRMNegative Net Change SAPPositive Net Change ORCLPositive Net Change

Andrew Rocco

Unity Software: Earnings Beat Sparks Breakout

Unity Software's recent earnings beat, breakaway gap, and leadership certainty signal a bright future for the stock over the next 6-12 months.

AAPLNegative Net Change UPositive Net Change

Anirudha Bhagat

Palo Alto Networks Soars 13% YTD: Time to Buy, Hold or Sell the Stock?

Despite near-term challenges, PANW is worth holding due to its leadership in cybersecurity, AI-driven innovation and strategic shift toward a platform-based model.

FTNTPositive Net Change PANWPositive Net Change CYBRPositive Net Change CRWDPositive Net Change

Shaun Pruitt

Should Investors Buy Roku or Twilio Stock After Q4 Earnings?

As we progress through February, investors may notice that Roku (ROKU) and Twilio (TWLO) have been two of the hottest stocks so far this year.

TWLOPositive Net Change ROKUPositive Net Change

Anirudha Bhagat

Twilio Plunges 15% Post Q4 Earnings: Should You Buy the Stock on Dip?

With AI-driven tailwinds, a differentiated product offering, solid cash flow generation and aggressive buybacks, TWLO presents an attractive buying opportunity.

AMZNPositive Net Change MSFTPositive Net Change CSCOPositive Net Change TWLOPositive Net Change

Shuvra Shankar Dey

ARM Stock Surges 12% in a Month: Buy or Wait for a Pullback?

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 ARMPositive Net Change

Kevin Cook

Bear of the Day: Dell Technologies (DELL)

Key infrastructure player in the AI datacenter buildout has seen some hiccups in growth

DELLPositive Net Change

Kevin Cook

Bull of the Day: Okta (OKTA)

Identity security is vital in the age of AI hackers and that's why Apple chose this gatekeeper

OKTAPositive Net Change CYBRPositive Net Change CRWDPositive Net Change

Bryan Hayes

AppLovin, Dutch Bros Surge More Than 30% Following Upbeat Q4 Results

As good as analysts are at predicting corporate earnings, it seems that a few companies are making that job increasingly difficult.

APPNegative Net Change BROSNegative Net Change

Anirudha Bhagat

CrowdStrike Rallies 27% YTD: Should You Buy the Stock or Book Profit?

With robust financial performance, continued innovation and market leadership, CrowdStrike remains a compelling investment option right now.

CSCOPositive Net Change FTNTPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Mark Vickery

Markets Fight Back from Deep Selloff; APP Kills in Q4

Market indexes fought back courageously after sinking an hour before the opening bell on hotter-than-expected CPI numbers.

CSCOPositive Net Change MGMPositive Net Change APPNegative Net Change

Nilanshi Mukherjee

Should You Buy, Sell or Hold RGTI Stock at Its P/S of 116.46X?

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

AMZNPositive Net Change MSFTPositive Net Change RGTINegative Net Change QBTSPositive Net Change

Supriyo Bose

CLS More Than Doubles in 6 Months Compared With Industry: Time to Buy?

CLS is well poised for sustained growth backed by robust infrastructure investments, solid technology know-how and wide industry experience.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

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.

IBMPositive Net Change GOOGLPositive Net Change RGTINegative Net Change QBTSPositive Net Change

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.

IBMPositive Net Change GOOGLPositive Net Change RGTINegative Net Change QBTSPositive Net Change

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 INTUNegative 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 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.

TEAMNegative 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 VTVPositive Net Change IGVPositive Net Change QQQEPositive Net Change JPMNegative Net Change AAPLNegative Net Change CRMNegative Net Change WMTPositive Net Change METANegative 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.

METANegative Net Change TSLAPositive Net Change GOOGLPositive Net Change

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 ARMPositive 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 BCHPNegative Net Change MSFXPositive Net Change TOPTPositive 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 TSLAPositive Net Change NOWNegative Net Change METANegative 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.

NETPositive Net Change METANegative Net Change