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computers: Archive

Anirudha Bhagat

Zscaler's Z-Flex Adoption Surges: Will It Be a New Growth Engine?

ZS' Z-Flex bookings jumped 70% sequentially to $175M in Q1 FY26, boosting multi-year deals and revenue visibility as enterprise adoption accelerates.

PANWNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for February 20th

EDU, AROC and STX made it to the Zacks Rank #1 (Strong Buy) growth stocks list on February 20th, 2026.

STXPositive Net Change EDUPositive Net Change AROCNo Net Change

Zacks Equity Research

Nebius and Parsons have been highlighted as Zacks Bull and Bear of the Day

Nebius and Parsons have been highlighted as Zacks Bull and Bear of the Day

VMCPositive Net Change VRSKNegative Net Change SHIPPositive Net Change PSNNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Meta, NVIDIA, Alphabet and Snap

META deepens its AI push with NVIDIA, but heavy 2026 spending and valuation concerns raise the question: buy now or wait?

NVDAPositive Net Change GOOGLPositive Net Change SNAPPositive Net Change METAPositive Net Change

Zacks Equity Research

Arm Holdings' Elevated Valuation Multiple Limits Near-Term Upside?

ARM trades at 23X sales vs 8X industry, pricing in AI optimism and leaving little room for error despite a durable licensing model.

AMDNegative Net Change NVDAPositive Net Change ARMNegative Net Change

Zacks Equity Research

EPAM Systems Q4 Earnings and Revenues Surpass Estimates

EPAM's Q4 earnings and revenues beat estimates and register double-digit year-over-year growth, fueled by strong AI-driven growth across key sectors.

ADIPositive Net Change APHNegative Net Change EPAMNegative Net Change AAOIPositive Net Change

Arijit Sarkar

Can Arista's High-Performance Network Software Fuel Its Future Growth?

ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.

CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change

Anirudha Bhagat

Salesforce Bets on Agentforce: Will It Power CRM's Next Growth Cycle?

CRM's Agentforce could revive its sales growth momentum as the AI platform drives a 330% recurring revenue surge in the third quarter of fiscal 2026.

MSFTNegative Net Change CRMNegative Net Change NOWNegative Net Change

Anirudha Bhagat

Zscaler vs. Qualys: Which Cybersecurity Stock Has the Edge?

QLYS may have the edge over ZS as steady growth, expanding VMDR traction, and a cheaper valuation outweigh Zscaler's faster growth and AI push.

QLYSNegative Net Change ZSNegative Net Change

Shreya Majumder

How Pure Storage's Flash Portfolio is Becoming Its Margin Multiplier

PSTG rides on AI-driven flash demand, which is boosting margins. It lifted its FY26 revenue outlook to $3.63-$3.64B on hyperscaler wins and portfolio strength.

NTAPPositive Net Change SNDKPositive Net Change PSTGPositive Net Change