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tech-stocks: Archive

Zacks Equity Research

SentinelOne Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall

S tops Q3 estimates with strong revenues and ARR growth. However, shares fall.

APHNegative Net Change SNegative Net Change AEISPositive Net Change APPSNegative Net Change

Aniruddha Ganguly

APLD's AI Pivot Explained: What the 2025-2027 Ramp Means for the Stock

Applied Digital's pivot to AI data centers, with $16B in long-term leases, signals a shift from crypto fit-out to recurring rent.

EQIXPositive Net Change RIOTNegative Net Change APLDPositive Net Change CRWVPositive Net Change

Aniruddha Ganguly

Can Workflow Adoption Drive NOW Stock in 2026 Post 25% Drop?

ServiceNow stock struggles amid slowing growth, but AI traction and new partnerships may shape a stronger 2026.

MSFTPositive Net Change NVDANegative Net Change FIGNegative Net Change NOWPositive Net Change

Aniruddha Ganguly

Adobe Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

ADBE aims for up to $6.125B in Q4 revenues as AI-driven demand fuels momentum across creative and marketing tools.

MSFTPositive Net Change CRMPositive Net Change ADBEPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Guidewire Supports Cincinnati Insurance to Transform Claims Operations

GWRE's ClaimCenter modernizes Cincinnati Insurance's claims, expanding cloud solutions and boosting efficiency across multiple lines.

GWRENegative Net Change TEAMPositive Net Change MDBPositive Net Change PLTRPositive Net Change

Shivangi Deora

Can Credo Maintain Margin Strength as Its Business Accelerates?

CRDO's Q2 momentum accelerates with record margins and soaring revenues, setting up fiscal 2026 for major triple-digit top-line growth.

MRVLPositive Net Change AVGOPositive Net Change CRDONegative Net Change

Nilanshi Mukherjee

DELL Stock Soars 24% in the Past 6 Months: Should You Buy Now or Wait?

Dell Technologies' record AI server backlog, accelerating FY26 growth, and expanding portfolio underscore mounting momentum amid competitive pressures.

CSCOPositive Net Change DELLNegative Net Change SMCIPositive Net Change HPEPositive Net Change

Nilanshi Mukherjee

Should You Buy, Sell, or Hold Snowflake Stock Post Q3 Earnings?

SNOW shares slip post Q3 as an outage hits revenues, but strong AI momentum and solid guidance keep investor interest alive.

AMZNPositive Net Change NVDANegative Net Change SAPPositive Net Change SNOWNegative Net Change

Zacks Equity Research

Rubrik Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Up

RBRK reports strong Q3 results with earnings and revenue beat, surging shares, and powerful subscription growth driving momentum.

APHNegative Net Change AEISPositive Net Change ALLTPositive Net Change RBRKPositive Net Change

Bryan Hayes

Western Digital, Sandisk Dominate AI-Driven Storage Gains

For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.

WDCPositive Net Change SNDKPositive Net Change

Zacks Equity Research

Will APLD's AI Infrastructure Push Set Up Long-Term Revenue Growth?

Applied Digital's AI-focused data center build-out gains traction as new capacity comes online, setting the stage for potential long-term revenue growth.

EQIXPositive Net Change RIOTNegative Net Change APLDPositive Net Change

Zacks Equity Research

HPE Q4 Earnings Surpass Expectations, Revenues Rise Y/Y

Hewlett Packard Enterprise shares fall despite an earnings beat and solid revenue growth in the fourth quarter of fiscal 2025.

LOGINegative Net Change APHNegative Net Change AEISPositive Net Change HPEPositive Net Change

Urmimala Biswas

QBTS Fortifies Its Balance Sheet Amid Competition With IONQ, RGTI

QBTS' surging margins and $836M cash position highlight its growing strength despite recent stock pressure.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Mark Vickery

Netflix to Buy Warner Brothers for $72 Billion, PCE Data Delayed

Netflix streaming services will now join CNN, HBO Max, Major League Baseball, DC Studios, the Food Network and HGTV, to name just a few.

NFLXNegative Net Change WBDPositive Net Change GOOGLPositive Net Change PSKYNegative Net Change

Supriyo Bose

ASTS Shares Zoom on Upcoming BlueBird 6 Launch: Worth Buying Now?

ASTS jumps 18.3% ahead of BlueBird 6 launch as investors eye its next-gen satellite and major carrier deals.

TNegative Net Change VZPositive Net Change AVNWPositive Net Change CMTLNegative Net Change ASTSPositive Net Change

Vasundhara Sawalka

Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. VRT, EXPE, NVDA and RL are some such stocks.

NVDANegative Net Change EXPEPositive Net Change RLPositive Net Change VRTPositive Net Change

Shreya Majumder

Will ONDS' Lucrative Border-Defense Win Ignite Its Next Growth Engine?

Ondas' major government tender win for a large autonomous border-defense drone program boosts its growth outlook and strengthens future revenue visibility.

ONDSNegative Net Change RCATNegative Net Change DPRONegative Net Change

Shrabana Mukherjee

Will National Security Demand Drive BigBear.ai's 2026 Revenue Cycle?

BBAI eyes 2026 growth as national security AI demand surges, backed by a key acquisition and record liquidity.

AINegative Net Change PLTRPositive Net Change BBAINegative Net Change

Vaishali Doshi

Will Nebius' $5B CapEx Spike Weigh on Its 2025 EBITDA Targets?

NBIS lifts 2025 capex to $5 billion while racing to meet AI demand, raising questions about its path to a slightly EBITDA-positive year-end.

MSFTPositive Net Change NBISNegative Net Change CRWVPositive Net Change

Zacks Equity Research

SAIC Q3 Earnings Beat: Will Strong FY26 Guidance Lift the Stock?

Science Applications International jumps 16.3% after a Q3 earnings beat, with stronger FY26 guidance and solid bookings helping revive investor sentiment.

LOGINegative Net Change APHNegative Net Change AEISPositive Net Change SAICNegative Net Change

Vaishali Doshi

Will the Federal Market Entry Enhance CoreWeave's Competitive Lead?

CRWV's federal push boosts momentum as soaring Q3 revenues and early NASA adoption signal wider public-sector potential.

MSFTPositive Net Change NBISNegative Net Change CRWVPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IonQ, Rigetti Computing and D-Wave Quantum

Quantum stocks rebound as IonQ, Rigetti and D-Wave break out of multi-week consolidations on renewed momentum and rising volume.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Tesla, Honeywell International, Teradyne, UiPath, Ondas and Unusual Machines

Tesla leads a roster of robotics-focused stocks investors are watching as the Trump administration pushes AI-driven productivity growth.

AMDPositive Net Change HONNegative Net Change TERPositive Net Change TSLAPositive Net Change PATHPositive Net Change ONDSNegative Net Change UMACNegative Net Change

Urmimala Biswas

IonQ's 12% Pullback in a Month: Simply a Correction or Time to Sell?

IONQ's 12% drop contrasts with strong bookings, new partnerships and a powerful cash position, raising questions about whether the pullback is just a correction.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Ethan Feller

Time to Buy Quantum Stocks? (QBTS, IONQ, RGTI)

IonQ, Rigetti Computing and D-Wave Quantum stocks have regained momentum after a sharp correction

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change