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software: Archive

Shuvra Shankar Dey

UiPath Stock Surges 41% in a Month: Still a Buy or Bye-Bye?

PATH's 41% monthly surge, strong RPA leadership and debt-free balance sheet highlight its growth momentum amid rising AI automation demand.

Shuvra Shankar Dey

Is Docusign Stock's YTD Decline Creating a Buying Opportunity?

Docusign's deep ties with Microsoft and Salesforce, rising cash flow and steady growth outlook signal a potential rebound ahead.

Arghyadeep Bose

Accenture Stock Declines 32% YTD: Here's How to Play It Now

ACN's $3B GenAI investment, deep tech alliances and new Reinvention Services mark a pivotal shift in its strategy.

Anirudha Bhagat

Salesforce Stock Trades Near 52-Week Low: Time to Buy, Sell or Hold?

CRM trades near 52-week low after a 26.6% YTD drop, but its dominance in the customer relationship management software market and AI focus make it worth holding.

Supriyo Bose

Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?

Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.

Andrew Rocco

The Software Reckoning: Adapt to AI or Die (Buy FIG, SHOP, CRM)

The cycle of disruption is a constant in the technology world, and the rise of AI presents the latest test for the software industry. As history repeatedly shows, the companies that thrive will embrace and integrate new technology - not run from it.

Shaun Pruitt

Bull of the Day: Reddit (RDDT)

Reddit's strong user engagement and explosive advertising growth are starting to magnify its future earnings potential.

Shaun Pruitt

Bull of the Day: Reddit (RDDT)

Reddit's strong user engagement and explosive advertising growth are starting to magnify its future earnings potential.

Shreya Majumder

STX vs. QMCO: Which Data-Storage Stock Deserves a Spot in Your Portfolio?

Seagate and Quantum aim to ride the AI-fueled data surge, but only one stands out with stronger fundamentals, growth potential & execution strength.

Jeremy Mullin

Bull of the Day: Zoom Communications (ZM)

Strong results and rising guidance could send this stock zooming past resistance.