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tech-stocks: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Meta Platforms, Alphabet, Microsoft and Tesla

META eyes Q2 growth with AI-fueled ad gains and WhatsApp monetization as CAPEX spending soars toward $72B for 2025.

MSFTPositive Net Change TSLANegative Net Change GOOGLPositive Net Change METAPositive Net Change

Mark Vickery

Markets, Data, Earnings All Mixed

The blue-chip Dow followed its +500-point Wednesday by selling off -316 points Thursday.

AMZNPositive Net Change INTCPositive Net Change AAPLPositive Net Change MSFTPositive Net Change DECKPositive Net Change ANPositive Net Change PSXPositive Net Change

Tirthankar Chakraborty

D-Wave Quantum or NVIDIA: Which Stock Is a Better Buy Now?

QBTS surged 141.7% YTD, outpacing NVDA, as quantum gains traction - but is it the smarter buy amid AI's dominance?

LMTPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Fair Isaac to Report Q3 Earnings: What's in Store for the Stock?

FICO's fiscal third-quarter performance is likely to have benefited from strong Scores momentum, platform growth and improved professional services activity.

FICOPositive Net Change COMMPositive Net Change NVTPositive Net Change ENVXNegative Net Change

Zacks Equity Research

Teradyne Gears Up to Report Q2 Earnings: What's in the Offing?

TER's second-quarter 2025 results are likely to face pressure from macro uncertainty, weak memory test and mobile chip demand, and increasing expenses.

TERPositive Net Change LITEPositive Net Change BMBLPositive Net Change ENVXNegative Net Change

Zacks Equity Research

Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising

APP's AI engine Axon 2 has driven massive ad growth, but a lofty valuation and slowing momentum now test investor confidence.

MSFTPositive Net Change CRMNegative Net Change APPNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

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

Rambus' second-quarter 2025 results are expected to benefit from rising chip demand and AI momentum, offsetting price erosion and macro pressures.

RMBSPositive Net Change LRCXPositive Net Change STPositive Net Change EAPositive Net Change

Aniruddha Ganguly

OKTA Trades 25% Below 52-Week High: Right Time to Buy the Stock?

OKTA rides a strong product portfolio and a rich partner base, which justifies a premium valuation.

MSFTPositive Net Change CSCOPositive Net Change CYBRPositive Net Change OKTAPositive Net Change

Zacks Equity Research

GOOGL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise

Alphabet's second-quarter 2025 results benefit from strong Search, advertising and Google Cloud revenues.

LRCXPositive Net Change GOOGLPositive Net Change METAPositive Net Change ENVXNegative Net Change

Zacks Equity Research

NOW Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise

ServiceNow's Q2 earnings and revenues surpass estimates, driven by strong AI momentum, large deals and expanding enterprise demand.

LRCXPositive Net Change NOWNegative Net Change METAPositive Net Change ENVXNegative Net Change

Nilanshi Mukherjee

GTLB vs. PEGA: Which Enterprise Automation Stock Is a Better Buy Now?

Pegasystems surges on GenAI Blueprint momentum and stronger earnings growth, outpacing GitLab in the automation space.

PEGAPositive Net Change GTLBPositive Net Change

Zacks Equity Research

Infosys Q1 Earnings Match Estimates, Revenues Increase Y/Y

INFY's Q1 revenues rise 4.8% year over year to $4.94 billion, driven by strong segment growth and solid client additions.

INFYPositive Net Change APHPositive Net Change ACIWPositive Net Change AFRMPositive Net Change

Urmimala Biswas

D-Wave or IonQ: Which Quantum Stock Has More Upside in 2025?

QBTS surges 141.6% YTD as Advantage2 gains traction, outpacing IONQ's modest rise and signaling stronger upside for 2025.

NVDANegative Net Change IONQNegative Net Change QBTSPositive Net Change

Shrabana Mukherjee

Can Unisys Capitalize Early With Looming Quantum Threats?

UIS unveils a quantum-resilient encryption tool as it eyes early leadership in next-gen cybersecurity.

UISPositive Net Change LDOSNegative Net Change DXCPositive Net Change

Shrabana Mukherjee

Serve Robotics Guides for 60-75% Delivery Surge in Q2: Too Bold?

SERV projects 60-75% delivery growth in Q2 as it rapidly scales its robot fleet-can it keep pace with bigger rivals?

SERVNegative Net Change UBERPositive Net Change DASHPositive Net Change

Zacks Equity Research

Nokia's Q2 Earnings Miss Estimates on Weakness in Mobile Networks

NOK misses second-quarter estimates as Mobile Networks drag earnings, despite gains in Network Infrastructure and Cloud Services.

NOKPositive Net Change JBLPositive Net Change HUBSPositive Net Change UIPositive Net Change

Shrabana Mukherjee

C3.ai Expands Beyond Oil: Is Diversification Paying Off?

AI's 48% surge in non-oil revenue and major wins in 19 industries show its diversification strategy gaining real ground.

AIPositive Net Change BKRPositive Net Change VERINegative Net Change PLTRPositive Net Change

Zacks Equity Research

T-Mobile's Q2 Earnings Beat Estimates on Solid Revenues, Guidance Up

TMUS posts strong second-quarter results with rising revenues, record postpaid growth and a raised 2025 outlook.

JBLPositive Net Change TMUSPositive Net Change HUBSPositive Net Change UIPositive Net Change

Om Jaiswal

PANW's AI Threat Defense Expands: Will Protect AI be the Game Changer?

Palo Alto Networks' Protect AI acquisition boosts Prisma AIRS with end-to-end model security as enterprise AI risks escalate.

SPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

CoreWeave Bets Big on AI: Can Soaring Debt Pose a Financial Risk?

CRWV's Q1 revenues surge 420% on AI demand, but rising debt and heavy capex raise questions about sustainability.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Plexus' Q3 Earnings Surpass Estimates, Revenues Miss Marginally

PLXS' third-quarter earnings of $1.90 per share beat estimates but revenues of $1.018 billion narrowly miss the consensus estimate.

PLXSPositive Net Change SAPNegative Net Change SLPPositive Net Change BBPositive Net Change

Vaishali Doshi

Top Drone Tech Stocks to Add to Your Portfolio for Strong Returns

ONDS, DPRO and UMAC are some stocks in the drone technology space that are worthy of investment consideration.

AMZNPositive Net Change ONDSPositive Net Change DPRONegative Net Change UMACPositive Net Change

Supriyo Bose

3 Wireless Stocks Likely to Benefit From Solid Cloud, Fiber Traction

With solid demand for advanced networking architecture for increased broadband usage, the Zacks Wireless Equipment industry is likely to witness healthy growth. UI, IDCC and CLFD are set to thrive despite the near-term challenges.

IDCCPositive Net Change CLFDPositive Net Change UIPositive Net Change

Anirudha Bhagat

LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?

Lam Research's Q4 results are likely to gain from a rebound in the semiconductor industry, driven by the surging demand for memory and advanced AI applications.

NVDANegative Net Change LRCXPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Woodward Set to Release Q3 Earnings: Here's What to Expect

WWD eyes Q3 growth with strength in aerospace and data center demand, despite China drag and rising costs.

ITWPositive Net Change QCOMPositive Net Change EMRPositive Net Change WWDPositive Net Change