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computers: Archive

Zacks Equity Research

Salesforce's AI Push Grows With Informatica: Time to Hold the Stock?

CRM's $8 billion Informatica buyout move sharpens AI focus, supporting a hold rating amid soft revenue growth and underperforming stock.

MSFTPositive Net Change CRMNegative Net Change SAPNegative Net Change INFAPositive Net Change

Anirudha Bhagat

Lam Research Gains 18% in a Month: Should You Buy the Stock Now?

AI boom and trade truce spark an 18% surge in LRCX shares in the past month. Strong margins, solid earnings and reasonable valuation make the stock worth buying.

AMDPositive Net Change NVDAPositive Net Change LRCXPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Flex Stock Surges 26% in the Past Year: Will the Uptrend Continue?

FLEX gains 26.2% in a year on solid execution, AI-driven demand and growth in cloud, networking and automotive electronics.

FLEXPositive Net Change IDCCPositive Net Change UIPositive Net Change

Urmimala Biswas

D-Wave or Rigetti: Which Quantum Hardware Stock Should You Choose?

QBTS surges with 61% revenue growth and strong profits, while RGTI focuses on research grants. Which of these is the smarter quantum hardware pick for now?

IBMNegative Net Change HPEPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Harshit Gupta

Rigetti vs. IBM: Which Quantum Computing Stock Has Better Prospects?

RGTI and IBM are shaping the future of quantum computing, one with agility and innovation, the other with scale and infrastructure. Which has the upper hand? Let's explore.

IBMNegative Net Change RGTIPositive Net Change

Zacks Equity Research

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

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

ACIWPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Aehr Test Systems Stock?

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

AEHRPositive Net Change

Supriyo Bose

Qualcomm vs. Broadcom: Which Chip Giant is the Better Buy Now?

Broadcom eyes 2025 gains with 35.9% EPS growth and 62.5% stock surge, outpacing Qualcomm's 15.6% EPS rise and 30.9% decline.

INTCPositive Net Change QCOMPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Ceragon Declines 44% in 6 Months: A Buying Opportunity for Investors?

CRNT launches high-speed wireless tech and sees E2E bookings exceed expectations, but shares lag with 44% drop over six months.

IDCCPositive Net Change CRNTNo Net Change UIPositive Net Change

Shuvra Shankar Dey

Should You Buy, Sell, or Hold UiPath Stock Before Q1 Earnings?

PATH stock rebounds 7% ahead of Q1 earnings, but forecasts show declining growth and limited beat potential. Should investors hold tight?

AMZNPositive Net Change MSFTPositive Net Change CRMNegative Net Change PATHPositive Net Change

Zacks Equity Research

Cloudflare Rises 9% in 3 Months: Should You Hold or Fold NET Stock?

NET stock gains 9% in 3 months as AI and Zero Trust deals drive growth, but slowing revenues and rising competition support a cautious hold.

AMZNPositive Net Change AKAMPositive Net Change FSLYPositive Net Change NETPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Cognex (CGNX) Stock?

Investors need to pay close attention to Cognex (CGNX) stock based on the movements in the options market lately.

CGNXPositive Net Change

Shrabana Mukherjee

SentinelOne Gears Up to Post Q1 Earnings: Buy, Sell or Hold the Stock?

AI-led deals and platform adoption are likely to fuel SentinelOne's fiscal first-quarter results, despite expected $5 million ARR churn from product phase-out.

SPositive Net Change FTNTPositive Net Change OKTAPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Wix Acquires Hour One to Boost Generative AI and Drive Innovation

WIX acquires Hour One to scale AI media creation, boost immersive web design and cut reliance on third parties for front-end innovation.

CTSHNegative Net Change UISPositive Net Change STEMPositive Net Change WIXPositive Net Change

Zacks Equity Research

Pure Storage Gears Up to Report Q1 Earnings: Here's What to Expect

PSTG is set to report Q1 results May 28 with 11% revenue growth expected, fueled by FlashArray demand, AI offerings and steady subscription gains.

DELLPositive Net Change ULTAPositive Net Change BURLPositive Net Change PSTGPositive Net Change

Zacks Equity Research

NVIDIA's Q1 Earnings to Benefit From AI and Datacenter Growth

NVDA's Q1 revenues are expected to surge 64% year over year as AI demand and datacenter growth continue to drive strong performance across industries.

RMBSPositive Net Change NVDAPositive Net Change PIPositive Net Change STNEPositive Net Change

Zacks Equity Research

Here's Why You Should Hold Palantir Technologies Stock Now

Palantir's AI-led growth, rising earnings, and zero debt drive momentum, but its steep valuation keeps PLTR rated a Hold.

APPPositive Net Change CNDTPositive Net Change PLTRPositive Net Change

Zacks Equity Research

CRM Q1 Earnings: Will AI and Cloud Growth Outweigh Macro Challenges?

Salesforce is likely to sustain growth momentum in Q1 amid rising demand for AI and cloud. However, macro headwinds and slower deal cycles may limit the upside.

CRMNegative Net Change RMBSPositive Net Change PIPositive Net Change STNEPositive Net Change

Zacks Equity Research

DSGX's Solution Used by ArrowXL to Boost Last Mile Delivery

Descartes announces that ArrowXL is leveraging its cloud-based route planning and execution solution to streamline last mile delivery operations.

CVLTPositive Net Change BLKBPositive Net Change OPRXPositive Net Change DSGXPositive Net Change

Anirudha Bhagat

Micron Stock Soars 23% in a Month: Time to Hold or Book Profits?

MU shares are up 23% in a month on AI and trade relief. Solid growth ahead, but margin concerns lead to a hold recommendation.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Confluent, Blackbaud, Sprout Social, HubSpot and Teradata

Big data picks CFLT, BLKB, SPT, HUBS, and TDC show strong earnings momentum and double-digit upside potential, per latest Zacks Analyst Blog.

TDCPositive Net Change BLKBPositive Net Change HUBSPositive Net Change SPTPositive Net Change CFLTPositive Net Change

Zacks Equity Research

Comprehensive AI Strategy Aids Palantir, Overvaluation Raises Concern

PLTR's AI push and strong balance sheet impress, but concerns linger over the stock's valuation despite growing commercial traction.

PCTYNegative Net Change PLTRPositive Net Change ODDPositive Net Change

Zacks Equity Research

HPQ Gears Up to Report Q2 Earnings: What's in Store for the Stock?

HP's Q2 results are likely to reflect benefits from traction in its AI-based computing and latest gaming products.

HPQPositive Net Change CRMNegative Net Change DELLPositive Net Change NTNXPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include GE Aerospace, Brinker International, Arista Networks, Inc. and National Fuel Gas

GE, EAT, ANET, and NFG make Zacks' GARP list, blending growth and value with strong earnings trends and upside potential in 2025.

GEPositive Net Change EATPositive Net Change NFGNegative Net Change ANETPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Salesforce and Microsoft

CRM eyes rebound with AI-powered Agentforce and dividends, trading 20% below highs ahead of Q1 FY26 earnings on May 28.

MSFTPositive Net Change CRMNegative Net Change