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tech-stocks: Archive

Zacks Equity Research

SkyWater Banks on ThermaView Platform to Revive Wafer Services Growth

SKYT rebounds with a 70% jump in Wafer Services revenues as its ThermaView platform gains rapid traction in defense.

TSEMPositive Net Change SKYTPositive Net Change GFSNegative Net Change

Zacks Equity Research

Cisco's Strong Portfolio Aids Product Revenues: A Sign of More Upside?

CSCO's product revenues rise 15% in the fiscal third quarter, fueled by AI innovation and rising security and observability demand.

CSCOPositive Net Change FTNTPositive Net Change

Zacks Equity Research

VRT Boosts AI Infrastructure With NVIDIA Deal: A Sign of More Upside?

Vertiv expands its footprint in the AI-ready infrastructure with the NVIDIA team-up.

SMCIPositive Net Change HPENegative Net Change VRTPositive Net Change

Zacks Equity Research

Is DELL's AI Server Strategy the Key to ISG Revenue Acceleration?

DELL's AI server momentum is powering ISG growth as demand for PowerEdge systems fuels infrastructure gains.

DELLNegative Net Change SMCIPositive Net Change HPENegative Net Change

Aniruddha Ganguly

Is Innodata Stock's 4.65X PS Still Worth it? Buy, Sell, or Hold?

INOD trades at a premium despite underperforming peers YTD, with margin pressure weighing on sentiment.

BRPositive Net Change EXLSNegative Net Change CSGSNegative Net Change INODPositive Net Change

Subham Roy

Should You Buy CyberArk Stock After a 10.7% Rise in a Month?

CYBR outpaces rivals with AI-driven identity security tools, bold acquisitions, and rising subscription growth.

SNegative Net Change FTNTPositive Net Change PANWNegative Net Change CYBRNegative Net Change

Vasundhara Sawalka

Should Oracle Stock be in Your Portfolio Post Q4 Earnings?

ORCL's Q4 AI growth is impressive but premium valuation suggests holding existing positions while new investors await better fiscal 2026 entry points.

AMZNPositive Net Change AMDPositive Net Change NVDAPositive Net Change ORCLNegative Net Change

Zacks Equity Research

Ericsson, Google Cloud Launch AI-Powered 5G Core Network as-a-Service

ERIC launches Ericsson On-Demand with Google Cloud, offering CSPs agile, cloud-native core networks via SaaS.

ERICNegative Net Change CLFDPositive Net Change UIPositive Net Change

Om Jaiswal

Can Charlotte AI Give CrowdStrike an Edge in Cybersecurity?

With Charlotte AI leading SOC automation and customer growth, CRWD deepens its push into agentic cybersecurity leadership.

SNegative Net Change PANWNegative Net Change CRWDNegative Net Change

Zacks Equity Research

JBL Set to Report Q3 Results: Will Revenue Growth Boost Earnings?

Jabil targets fiscal Q3 revenue growth fueled by AI, cloud and data center momentum, with innovation and cash flow in focus.

ACNNegative Net Change CCLPositive Net Change JBLNegative Net Change PRGSNegative Net Change

Supriyo Bose

Celestica vs. Flex: Which EMS Stock Has Better Growth Potential?

FLEX edges out CLS as the better EMS pick, with stronger valuation metrics and a favorable Zacks Rank amid AI-driven growth.

JBLNegative Net Change FLEXPositive Net Change CLSPositive Net Change SANMNegative Net Change

Vaishali Doshi

TOST Stock Rises 19% in Three Months: Time to Hold or Make an Exit?

Toast surges 19% in 3 months, but with falling GPV per location and rising costs, is it time to cash out?

ORCLNegative Net Change LSPDPositive Net Change TOSTPositive Net Change XYZNegative Net Change

Shreya Majumder

BB's Secure Comms Gains Traction: Will This Fuel a Turnaround?

BlackBerry's Secure Communications unit gains traction with global clients, but political uncertainty clouds near-term prospects.

FTNTPositive Net Change BBPositive Net Change CRWDNegative Net Change

Nalak Das

5 Technology Heavyweights That Surged in H1 & Have Room to Run in H2

APH, INTU, OKTA, LRCX, and KLAC have surged in H1 2025 and are primed for more gains in the second half.

APHPositive Net Change KLACPositive Net Change LRCXPositive Net Change INTUPositive Net Change OKTAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Eli Lilly, Home Depot, SAP and Natural Resource Partners

Eli Lilly, Home Depot, SAP and NRP highlight key themes in pharma, retail, cloud growth???and energy sector challenges.

LLYPositive Net Change HDNegative Net Change SAPNegative Net Change NRPPositive Net Change

Mark Vickery

Top Analyst Reports for Eli Lilly, Home Depot & SAP

Today's Research Daily features new research reports on 16 major stocks, including Eli Lilly and Company, The Home Depot and SAP SE.

LLYPositive Net Change DHRNegative Net Change HDNegative Net Change SAPNegative Net Change ORCLNegative Net Change NRPPositive Net Change PYPLPositive Net Change

Derek Lewis

Seeking Quantum Computing Exposure? 2 Stocks Worth a Look

The quantum computing theme is certainly in play, with the trend expected to remain strong as companies continue to unlock the technology's powers.

RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Weave Communications Stock?

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

WEAVNegative Net Change

Zacks Equity Research

Adobe Q2 Earnings Beat Estimates, Revenue Up Y/Y, Shares Fall

ADBE benefits from AI innovation and strong enterprise retention, reinforcing confidence in its fiscal 2025 outlook.

APHPositive Net Change ADBENegative Net Change UPWKPositive Net Change

Nilanshi Mukherjee

AMD Stock Trades Higher Than Industry at 5.63X P/S: Hold or Fold?

Advanced Micro Devices faces near-term headwinds from export controls and competition, even as its AI portfolio and partnerships expand.

AMDPositive Net Change MSFTNegative Net Change ORCLNegative Net Change METAPositive Net Change

Zacks Equity Research

Amphenol's Datacom Growth Momentum Continues: A Sign of More Upside?

Strong datacom demand from hyperscalers and chipmakers pushes APH's Q1 segment revenues up 91%, with orders climbing 58% year over year.

APHPositive Net Change TELPositive Net Change COMMPositive Net Change

Zacks Equity Research

UiPath Stock Appears Undervalued Based on Forward P/S Ratio

PATH trades at a discounted 4.37X forward P/S, making it look undervalued versus peers amid solid revenue and RPA growth.

PATHNegative Net Change NOWNegative Net Change PEGANegative Net Change

Moumita C. Chattopadhyay

Block vs. Upstart: Which Fintech Stock Has More Upside in 2025?

XYZ and UPST chart different fintech paths - one leans on payments, the other on AI lending. Who's better positioned for 2025?

UPSTNegative Net Change XYZNegative Net Change

Aniruddha Ganguly

AVGO vs CSCO: Which Enterprise Security Software Stock Has an Edge?

Both Broadcom and Cisco offer enterprise security software that rides on strong AI and Gen AI deployment. Which one of them is leading?

CSCOPositive Net Change AVGOPositive Net Change

Derek Lewis

IPO Mania: A Closer Look at Circle and CoreWeave

IPO activity post-pandemic has fluctuated significantly. But the tide has shifted positively over the last year, with exciting companies such as NVIDIA-backed CoreWeave and Circle debuting. What should investors know about the two?

NVDAPositive Net Change CRWVNegative Net Change CRCLPositive Net Change