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software: Archive

Kevin Cook

Bull of the Day: CyberArk (CYBR)

New AWS Marketplace offerings to battle AI agent threats should boost 32% sales growth further

Shaun Pruitt

Bear of the Day: Atlassian (TEAM)

Atlassian (TEAM) stock has been under increased pressure due to heavy insider selling, slower growth, and disappointing guidance.

Anirudha Bhagat

Salesforce vs. HubSpot: Which CRM Stock Is the Smarter Buy Now?

HUBS outpaces CRM in sales growth and market momentum, making it a better investment pick despite the premium.

Supriyo Bose

IBM Stock Before Q2 Earnings Release: To Buy or Not to Buy?

IBM heads into Q2 earnings with flat estimates, premium valuation and rising cloud-AI ambitions amid tough competition.

Moumita C. Chattopadhyay

Intuit Stock Rises 19.3% Year to Date: Still a Buy or Time to Wait?

INTU stock is up 19.3% YTD as AI, platform synergies, and a strong subscription model fuel momentum across segments.

Bryan Hayes

Bull of the Day: Affirm Holdings (AFRM)

A robust merchant network is fueling expansion with new alliances across travel, healthcare, and international markets.

Kevin Cook

Google Goes Windsurfing in the AI War for Talent

The "acqui-hire" strategy is on fire in this battle among tech titans seeking AI dominance and a Goliath just beat David

Supriyo Bose

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

Shuvra Shankar Dey

Has DOCU's 15% Year-to-Date Decline Created a Buying Opportunity?

DOCU is down 15% YTD despite solid cash flow and key integrations, but is this a reset or just a stall?

Supriyo Bose

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.