Back to top

tech-stocks: Archive

Zacks Equity Research

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

LITEPositive Net Change

Shreya Majumder

Is BCE Stock Worth Buying as Low Valuation Meets Execution Risks?

BCE looks cheap at 6.0X EV/EBITDA, but leverage, a 2026 EPS reset and heavy AI and fiber spending keep execution risk in focus.

BCENegative Net Change TUNegative Net Change RCINegative Net Change

Sraddha Singha

Opendoor Stock Plunges 20% in a Month: Should You Buy at Low or Wait?

OPEN's cost cuts and acquisitions support long-term growth, but housing weakness and capital intensity keep profitability under pressure.

OPENNegative Net Change RKTNegative Net Change COMPNegative Net Change OPADPositive Net Change

Kashvi Chandgothia

Can Sandisk's Strong Cash Generation Boost Shareholder Returns?

SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.

SNDKPositive Net Change WDCPositive Net Change STXPositive Net Change

Shreya Majumder

BCE Stock Climbs 10.2% in One Month. Can the Rally Sustain Its Pace?

BCE's 10.2% monthly rally gets support from Q2 revenue and EPS growth, but heavy spending, leverage and falling estimates keep the outlook cautious.

BCENegative Net Change TUNegative Net Change RCINegative Net Change

Shreya Majumder

BCE Q2 Beat Puts a $1.3 Billion AI Spending Plan to the 2027 Test

BCE enters its heaviest AI spending phase with 335 MW contracted, as surging capex pressures 2026 cash flow ahead of expected 2027 revenue.

BCENegative Net Change EQIXPositive Net Change DLRPositive Net Change

Zacks Equity Research

Is Seagate's Strong Margin and Cash Flow Momentum Sustainable?

STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change

Zacks Equity Research

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.

AMZNNegative Net Change MSFTNegative Net Change CRWVPositive Net Change

Om Jaiswal

TEAM Trades at Premium Valuation: Time to Hold or Fold the Stock?

Atlassian's AI investments, slower ARR growth and strong competition pressure on profitability, while its premium valuation adds risk.

TEAMNegative Net Change CRMNegative Net Change FRSHNegative Net Change MNDYNegative Net Change

Moumi Mondal

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.

TSMPositive Net Change AMDPositive Net Change AVGOPositive Net Change