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software: Archive

Shuvra Shankar Dey

UiPath Soars 51% in Three Months: Accumulate Now or Wait for a Pause?

PATH shares are up 51% in three months as agentic AI adoption accelerates, lifting deal sizes, margins and confidence in UiPath's automation growth story.

Shivangi Deora

Nebius Stock Up 74% in Six Months: Should Investors Hold or Offload?

NBIS stock surges in six months, but stretched valuation, rising costs and execution risks are raising doubts about its near-term outlook.

Supriyo Bose

ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?

IBM edges out Arista as the better hybrid cloud pick for 2026, thanks to valuation appeal and multi-cloud momentum.

Anirudha Bhagat

How Should Investors Play Salesforce Stock After Q3 Earnings Beat?

CRM pops on Q3 earnings beat as AI offerings surge, but slowing sales growth tempers the momentum for investors weighing their next move.

Shaun Pruitt

Earnings Watch: Will Oracle Stock Regain Its Bullish Momentum?

Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.

Shuvra Shankar Dey

Palantir Stock Surges 151% in a Year: Is the Upside Already Priced In?

Palantir's 151% rally highlights its enterprise AI momentum, rising revenues and robust earnings outlook.

Supriyo Bose

Are Rising Earnings Estimates a Solid Reason to Bet on ANET Stock?

Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.

Mark Vickery

Markets Gain on Fed Rate Cut Likelihood - CRM, FIVE Beat & Raise

Weak jobs figures from ADP has helped solidify the belief that another 25 basis-point (bps) rate cut is coming next week.

Brian Bolan

Bear Of The Day: F5 (FFIV)

Despite beating the number in each of the last four quarters, estimates have fallen based on low growth but the valuation is compelling.