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Zacks Equity Research

IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth

IBM's Q3 2026 earnings beat estimates as Software and Infrastructure growth accelerated, margins improved and management raised its free cash flow outlook.

IBMPositive Net Change AKAMNegative Net Change ANETPositive Net Change GFSNegative Net Change

Zacks Equity Research

Can Qualcomm's PickNik Acquisition Strengthen Its Robotics Edge?

QCOM's planned PickNik Robotics acquisition could accelerate its physical AI ambitions, strengthen its Dragonwing ecosystem and unlock new growth opportunities.

QCOMNegative Net Change AMDPositive Net Change NVDANegative Net Change AVGOPositive Net Change

Zacks Equity Research

IBM's Logiq Consulting Acquisition to Boost UK Cybersecurity Reach

IBM's acquisition of Logiq Consulting strengthens its cybersecurity portfolio and expands its presence in the U.K.'s defense and regulated sectors.

IBMPositive Net Change MSFTNegative Net Change ACNPositive Net Change CSCONegative Net Change

Zacks Equity Research

Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

IBMPositive Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSNegative Net Change

Zacks Equity Research

Can Healthy Increase in Software Revenues Benefit IBM's Q3 Earnings?

IBM's Q3 earnings could benefit from software revenue growth, fueled by AI innovation, strategic partnerships and expanding enterprise cloud capabilities.

IBMPositive Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSNegative Net Change

Supriyo Bose

Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?

ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.

ASMLPositive Net Change SIMOPositive Net Change AEISPositive Net Change

Supriyo Bose

3 Wireless Non-US Stocks to Watch Despite Industry Roadblocks

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. KDDIY, TIGO and SFTBY are well-positioned to capitalize on the demand for seamless connectivity solutions.

SFTBYPositive Net Change KDDIYNegative Net Change TIGONegative Net Change

Supriyo Bose

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

IBM faces a crucial Q3 earnings test as AI and hybrid cloud growth opportunities clash with mounting competition, margin pressures and premium valuation.

IBMPositive Net Change AMZNPositive Net Change MSFTNegative Net Change ARMPositive Net Change

Zacks Equity Research

ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.

ASMLPositive Net Change AKAMNegative Net Change ANETPositive Net Change GFSNegative Net Change