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tech-stocks: Archive

Vasundhara Sawalka

MANH Pushes Deeper Into a Cloud-First Model: Buy or Hold the Stock?

MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.

CRMNegative Net Change SAPPositive Net Change ORCLPositive Net Change MANHPositive Net Change

Vasundhara Sawalka

MANH Faces Risks From Services Utilization: Hold the Stock Now?

MANH's cloud growth and raised outlook are offset by services utilization risks and mix pressures, keeping execution concerns front and center for investors.

SAPPositive Net Change ADBENegative Net Change MANHPositive Net Change DSGXNegative Net Change

Vasundhara Sawalka

Manhattan Associates and AI Agents: Can ActivePlatform Spark 2027?

MANH builds AI momentum with ActivePlatform and agent pilots, but weak monetization proof and macro risks keep the real payoff a 2027 story.

SAPPositive Net Change ORCLPositive Net Change MANHPositive Net Change DSGXNegative Net Change

Bryan Hayes

Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise

When we actually look at what the Fed cares about, the picture inverts completely.

MCHPPositive Net Change FLEXNegative Net Change

Zacks Equity Research

Can AST SpaceMobile's Upcoming Satellite Launch Advance Connectivity?

ASTS has set June 17, 2026, Falcon 9 launch to deploy BlueBird 8 to 10, scaling its direct-to-smartphone space cellular broadband network.

VSATNegative Net Change GSATPositive Net Change ASTSNegative Net Change

Zacks Equity Research

SailPoint Q1 Earnings Surpass Estimates, Revenues Jump Y/Y

SAIL beat Q1 estimates as revenues jump 22% and SaaS demand lifts ARR to $1.163B; management guides Q2 revenues up 17-18%.

DELLPositive Net Change AMATPositive Net Change AEISPositive Net Change SAILPositive Net Change

Zacks Equity Research

Can Credo Technology Maintain Revenue Growth Amid the AI Boom?

CRDO's AI connectivity push fueled record fiscal 2026 revenue, with optical products poised for a major growth inflection in fiscal 2027.

MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change

Zacks Equity Research

TCX Downgraded to "Underperform" Rating on Debt Burden, Cost Pressures

Tucows faces rising financial risks from its heavy debt load and interest-rate exposure, while higher sales and marketing spending have yet to generate sufficient revenue or earnings growth.

TCXPositive Net Change

Zacks Equity Research

Optical Cable Posts Q2 Earnings on 27% Sales Growth, Rising Backlog

OCC returns to profitability in Q2'26 as sales jump 26.6% y/y, margins expand and backlog surges, driven by strong data center demand.

OCCNegative Net Change

Vasundhara Sawalka

Microsoft Deepens Agentic AI Push and Collaborations: What's Ahead?

MSFT ramps up agentic AI with KPMG, Atos deals, new Azure Cobalt VMs and Copilot expansion as cloud surges but margins face AI-driven pressure.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change