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tech-stocks: Archive

Zacks Equity Research

AI Propels HPE's Server Business: Is the Growth Thesis Strengthening?

Hewlett Packard Enterprise's AI-driven server momentum, backed by billion-dollar deals and new platforms, signals accelerating growth.

DELLNegative Net Change SMCINegative Net Change HPEPositive Net Change

Zacks Equity Research

Nokia, EBB Team Up to Upgrade AI Data Centers Across Malaysia

NOK secures a deal with Extreme Broadband to power Open DC's AI data centers in Malaysia with secure, scalable IP solutions.

NOKNegative Net Change MSIPositive Net Change IDCCNegative Net Change UIPositive Net Change

Om Jaiswal

CRWD's Next-Gen SIEM ARR Hits $430M: Will it Fuel Growth Momentum?

CrowdStrike's Next-Gen SIEM ARR surges 95% to $430 million in Q2, fueled by legacy tool replacements and its Falcon platform edge.

SPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Guidewire Q4 Earnings Coming Up: Here's What Investors Should Know

GWRE to report fourth-quarter results with strong cloud momentum, rising deal wins and subscription revenue growth in focus

AVGOPositive Net Change GWREPositive Net Change HITIPositive Net Change CURVNegative Net Change

Om Jaiswal

PANW vs. CRWD: Which Cybersecurity Stock is a Better Buy?

CrowdStrik's rapid ARR gains and AI-native edge put it ahead of Palo Alto Networks in the battle for cybersecurity dominance.

PANWPositive Net Change CRWDPositive Net Change

Supriyo Bose

Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.

GLWPositive Net Change TELPositive Net Change BBVANegative Net Change APPNegative Net Change ANETPositive Net Change

Zacks Equity Research

Watts Water Soars 40.8% in 12 Months: Is More Upside Left in the Stock?

WTS posts record results, lifts outlook and scales its Nexa platform while integrating recent acquisitions.

BMINegative Net Change STNegative Net Change WTSPositive Net Change THRNegative Net Change

Supriyo Bose

ASTS Almost Doubles in 6 Months: Worth Including in Your Portfolio?

AST SpaceMobile surged 91% in six months on BlueBird satellite launches and carrier deals, but high costs and widening losses cloud the outlook.

TPositive Net Change VZPositive Net Change AVNWNegative Net Change CMTLPositive Net Change ASTSPositive Net Change

Anirudha Bhagat

NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?

NVDA posts $46.7B Q2 revenues as Blackwell adoption surges, with a $54B Q3 forecast and margin gains despite higher production costs.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Anirudha Bhagat

4 Stocks to Watch From a Prospering Security Industry Trend

The Zacks Security industry participants, PANW, CRWD, FTNT and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.

PANWPositive Net Change FTNTPositive Net Change QLYSPositive Net Change CRWDPositive Net Change

David Bartosiak

Bull of the Day: Arlo Technologies (ARLO)

Everybody nowadays is wired for security and a smart home.

ARLONegative Net Change

Zacks Equity Research

Zacks Market Edge Highlights: GOOGL, BWA, BAC, LECO and URI

From Alphabet to United Rentals, stocks across tech, autos, banks, and industry are hitting fresh 52-week highs.

BACNegative Net Change BWAPositive Net Change LECOPositive Net Change URIPositive Net Change GOOGLPositive Net Change

Nilanshi Mukherjee

GTLB Stock Set to Report Q2 Earnings: A Smart Buy or Risky Investment?

GitLab projects 24% revenue growth in Q2, driven by AI-driven DevSecOps momentum, but faces valuation concerns and tough competition.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change GTLBPositive Net Change

Zacks Equity Research

S Shares Jump 7% on Q2 Earnings Beat and Robust Fiscal 2026 Guidance

SentinelOne's fiscal second-quarter 2026 results reflect improved revenues, driven by strong demand for its AI-powered security solutions.

APHNegative Net Change SPositive Net Change ANETPositive Net Change ALKTPositive Net Change

Aritra Chatterjee

COMM Stock Surges 315.5% in a Year: Is it Still Worth Buying?

CommScope's innovation in DOCSIS 4.0, soaring Access Network sales and portfolio shifts keep momentum strong.

APHNegative Net Change GLWPositive Net Change COMMNegative Net Change

Aniruddha Ganguly

Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?

Meta Platforms boosts 2025 capex to up to $72B, launches renewable-powered data centers, and eyes AI-driven expansion.

AMZNNegative Net Change MSFTNegative Net Change METAPositive Net Change

Aniruddha Ganguly

Apple's Expanding Game Content to Aid Services Growth: What's Ahead?

AAPL expands Arcade with new titles and a growing game hub as its Services revenues climb 13.3% in Q3 2025.

AAPLNegative Net Change TTWONegative Net Change EAPositive Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Cisco's Security Portfolio Gains Traction: A Sign of More Upside?

CSCO's security revenues jump 9% on Splunk synergies and rising demand for Secure Access, Hypershield and XDR.

CSCONegative Net Change NVDANegative Net Change AVGOPositive Net Change OKTAPositive Net Change

Aniruddha Ganguly

Acquisitions Shaping Up Amphenol's Growth Trajectory: What's Ahead?

APH's acquisitions fuel 52% revenue growth in H1 2025, while upcoming billion-dollar deals aim to expand its interconnect portfolio.

APHNegative Net Change TELPositive Net Change RFILNegative Net Change

Zacks Equity Research

BABA Q1 Earnings Miss Estimates, Revenues Increase Y/Y, Shares Rise

Alibaba leans into AI and cloud, but Q1 earnings miss and falling margins reveal growing costs behind future bets.

BBBYPositive Net Change BBWPositive Net Change BABAPositive Net Change BROSNegative Net Change

Kashvi Chandgothia

Should You Hold or Fold MercadoLibre Stock at P/E Multiple of 42.7X?

MELI's steep 42.7X P/E raises questions as margin strain, credit risk and competitive pressure build beneath the surface.

AMZNNegative Net Change EBAYNegative Net Change SEPositive Net Change MELINegative Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTNegative Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Samsara Set to Report Q2 Earnings: What's in Store for the Stock?

IOT gears up for Q2 earnings with projected revenue growth, strong AI adoption, and OEM partnerships driving momentum.

AEOPositive Net Change MUPositive Net Change AVGOPositive Net Change IOTPositive Net Change

Zacks Equity Research

HPE Set to Report Q3 Earnings: What's in Store for the Stock?

Hewlett Packard Enterprise's Q3 results hinge on AI systems, GreenLake growth, and networking momentum, even as macro headwinds linger.

AEOPositive Net Change MUPositive Net Change AVGOPositive Net Change HPEPositive Net Change