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tech-stocks: Archive

Zacks Equity Research

AI Adoption and Cloud Growth to Boost Salesforce's Q2 Earnings?

CRM's Q2 results are likely to reflect the benefits of the rising demand for AI and cloud. However, macro headwinds and slower deal cycles may limit the upside.

CRMPositive Net Change FFIVPositive Net Change ANETPositive Net Change QLYSPositive Net Change

Om Jaiswal

PANW's NGS ARR Hits $5.58B in Q4: What's Fueling the Growth?

Palo Alto Networks' NGS ARR surges 32% to $5.58B in Q4, fueled by SASE strength, AI security gains, and rapid XSIAM adoption.

PANWPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold NVIDIA Stock Post Strong Q2 Earnings?

NVDA posts record Q2 results with soaring Data Center revenues and strong AI demand, but premium valuation suggests a hold stance.

QCOMPositive Net Change NVDANegative Net Change MRVLNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

MPositive Net Change DLTRPositive Net Change CIENNegative Net Change AVGOPositive Net Change

Supriyo Bose

Qualcomm Declines 8.3% in Past Year: Time to Rethink QCOM Stock?

Qualcomm stock slid 8.3% in a year as China trade woes, rising R&D costs and tough competition weigh on margins despite Snapdragon and auto gains.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Zacks Equity Research

Nokia Chosen by Vortex to Upgrade IP Edge & Transport for Broadband

NOK will upgrade Vortex Group's network across three Indian states, boosting broadband speeds and enabling scalable, future-ready connectivity.

NOKNegative Net Change IDCCNegative Net Change PTCPositive Net Change UIPositive Net Change

Nalak Das

2 Must-Buy AI-Focused Tech Giants With Solid Earnings Estimate Revision

APH and APP stand out with strong AI-driven growth, soaring demand, and sharp earnings estimate revisions boosting momentum.

APHNegative Net Change APPNegative Net Change

Tirthankar Chakraborty

NVIDIA, Meta and Amazon: Top Momentum Plays in the Mag 7

NVIDIA, Meta and Amazon emerge as top picks under Driehaus' momentum strategy, spotlighting strong earnings trends and growth potential.

AMZNNegative Net Change NVDANegative Net Change METAPositive Net Change

Zacks Equity Research

VRT Rides On Strong Organic Order Growth: A Sign for More Upside?

Vertiv's Q2 organic orders increase 15% year over year to $3 billion for the first time, with an $8.5 billion backlog and strong regional momentum fueling growth.

ETNPositive Net Change VRTNegative Net Change ABBNYPositive Net Change

Zacks Equity Research

Can Momentum in Cortex AI Drive Further Upside in SNOW Stock?

Cortex AI is gaining enterprise traction and fueling growth. Is this the next chapter in SNOW's AI-driven evolution?

CRMPositive Net Change NOWPositive Net Change SNOWPositive Net Change

Arghyadeep Bose

PATH vs. BKSY: Which High-Tech Stock Holds More Long-Term Potential?

UiPath and BlackSky Technology showcase contrasting growth stories, from automation gains to satellite-driven intelligence.

PATHPositive Net Change BKSYPositive Net Change

Zacks Equity Research

DELL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall

Dell Technologies' second-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.

DELLNegative Net Change APHNegative Net Change ANETPositive Net Change ALKTPositive Net Change

Aniruddha Ganguly

Can Rising Workflow Adoption Push ServiceNow Shares Higher?

NOW lifts 2025 subscription revenue outlook as workflow traction fuels $3.1B Q2 sales and stronger enterprise adoption.

CRMPositive Net Change NOWPositive Net Change PEGAPositive Net Change

Aniruddha Ganguly

AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?

AMD's expanding partner base, strong EPYC demand, and new AI collaborations fuel growth despite stiff competition from NVIDIA and Broadcom.

AMDNegative Net Change NVDANegative Net Change ORCLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

How Does Credo's System-Level Strategy Provide an Edge in the AI Era?

CRDO is fueling AI-era data centers with a system-level strategy, driving growth across AECs, DSPs and retimers.

MRVLNegative Net Change AVGOPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Palantir's AIP-Led Growth Places It Ahead in the AI Race

PLTR's surging AIP adoption, booming U.S. commercial revenues, and sticky contracts cement its lead in the enterprise AI race.

LMTPositive Net Change RTXNegative Net Change PLTRNegative Net Change

Subham Roy

Zscaler to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

ZS gears up for Q4 results, with revenues expected to rise 19% but EPS forecast pointing to a 9% drop.

PANWPositive Net Change CYBRPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Zacks Equity Research

CRWV Witnesses Healthy Growth Across Healthcare and Finance Sectors

CoreWeave raises 2025 revenue outlook as $30.1B backlog and surging AI cloud adoption drive growth across key industries.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

T Expands Enterprise Network Security Offerings: Will it Drive Growth?

AT&T teams up with Cisco to launch a single-vendor SASE solution, aiming to simplify enterprise security and strengthen its market edge.

TPositive Net Change VZPositive Net Change CSCONegative Net Change LUMNNegative Net Change

Om Jaiswal

CRWD's Falcon Flex Fuels $221M Net New ARR: Can it Keep the Momentum?

CrowdStrike's Falcon Flex drives record $221M net new ARR, with customers expanding faster and boosting long-term growth momentum.

PANWPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About Bumble Stock We Don't?

Investors need to pay close attention to BMBL stock based on the movements in the options market lately.

BMBLPositive Net Change

Shrabana Mukherjee

Innodata Stock Plunges 19% in a Month: Bargain or Bad Bet?

INOD dips 19% in a month despite a solid Q2 and raised guidance-value play or value trap?

AIPositive Net Change INODPositive Net Change PLTRNegative Net Change BBAIPositive Net Change

Zacks Equity Research

Will Expanding Partnerships Shape the Next Phase of Growth for C3.ai?

AI is expanding partnerships with major platforms and advisory firms to drive growth, broaden reach and accelerate enterprise adoption.

AMZNNegative Net Change MSFTNegative Net Change AIPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Autodesk Q2 Earnings & Revenues Surpass Estimates, Both Rise Y/Y

ADSK posts a strong Q2 with earnings and sales beating estimates, fueled by AECO growth, enterprise deals and Autodesk Store momentum.

APHNegative Net Change MUPositive Net Change ADSKPositive Net Change RDDTPositive Net Change

Supriyo Bose

Tracfone Offers Cheap Unlimited Plan: Verizon's Ploy to Woo Customers?

VZ's Tracfone debuts its first unlimited $45 plan with 5G access, fraud protection, and international perks.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change