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saas: Archive

Zacks Equity Research

Are Options Traders Betting on a Big Move in CGNT Stock?

Investors need to pay close attention to Cognyte Software stock based on the movements in the options market lately.

CGNTPositive Net Change

Anirudha Bhagat

CRM vs. ADBE: Which Enterprise Software Stock Is the Better Buy?

AI push, Agentforce momentum and margin gains make Salesforce the stronger enterprise software buy right now compared to Adobe.

CRMPositive Net Change ADBENegative Net Change

Andrew Rocco

Bear of the Day: HubSpot (HUBS)

Despite its established position as a CRM leader for small-to-medium-sized businesses, HubSpot currently faces a challenging crossroads. With the emergence of powerful, AI-driven alternatives, HubSpot's margins are likely to be threatened.

PATHPositive Net Change PAYCNegative Net Change HUBSPositive Net Change TTDPositive Net Change DOCUPositive Net Change

Zacks Equity Research

SaaS Demand and Client Retention Aid Paychex Amid Heavy Competition

PAYX rides strong cloud and SaaS demand that drive revenues and dividends, but client insolvency, cyber risks and stiff competition cloud outlook.

ACNPositive Net Change PAYXPositive Net Change FDSNegative Net Change

Zacks Equity Research

Will Healthy Consulting Revenue Growth Benefit IBM's Q4 Earnings?

IBM's Q4 may get a lift from healthy Consulting revenue growth fueled by AI-driven tools and a key Microsoft partnership.

AMDPositive Net Change MSFTPositive Net Change IBMPositive Net Change CRUSPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Relatively Higher Software Revenues Aid IBM's Earnings in Q4?

IBM's Q4 Software revenues are likely to have risen on watsonx.ai momentum, AI partnerships and the Confluent acquisition.

AMDPositive Net Change IBMPositive Net Change CRUSPositive Net Change GOOGLNegative Net Change SPGINegative Net Change