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software: Archive

Zacks Equity Research

NAVN Q1 Earnings Call Highlights AI Push, Enterprise Gains and Higher Outlook

NAVN raises fiscal 2027 guidance after record bookings, strong enterprise adoption and expanding AI use fueled a first-quarter beat.

NAVNPositive Net Change

Aparajita Dutta

Beyond Hardware: Software ETFs to Buy in the Next Leg of the AI Boom

Software-focused ETFs are gaining attention as AI adoption boosts demand for enterprise applications, cloud services, and cybersecurity.

MSFTPositive Net Change CRMNegative Net Change SNOWNegative Net Change XSWPositive Net Change IGVNegative Net Change CRWDPositive Net Change IGPTPositive Net Change

Shaun Pruitt

Microsoft vs. Adobe: Which High ROIC Software Stock is the Best Buy-the-Dip Target?

Investors who prioritize stability and AI-driven growth may prefer buying Microsoft stock on the dip, while those seeking a potentially undervalued software leader could find Adobe particularly attractive at current levels.

MSFTPositive Net Change ADBENegative Net Change

Rajshree Sipani

Visa vs. PayPal: Which Payments Stock Wins the Upside Race?

V's growth across payments, AI commerce, stablecoins and money movement supports stronger earnings momentum and higher upside than PYPL.

VNegative Net Change PYPLPositive Net Change

Shivangi Deora

Nebius Soars 124% in 3 Months: Should You Buy, Hold, or Fold?

NBIS has surged 123.6% in three months as AI infrastructure, revenue growth and capacity expansion fuel momentum, but can it sustain the run?

MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Sheraz Mian

Earnings Outlook Brightens as Estimates Keep Rising

The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, and Technology have been the biggest beneficiaries.

ORCLPositive Net Change ADBENegative Net Change

Zacks Equity Research

ADBE Q2 Earnings Call Centers on Freemium AI Push, Raised Outlook

Adobe's Q2 earnings call spotlights an AI-era freemium push, prioritizing user growth and engagement even as ARR timing shifts.

ADBENegative Net Change

Shaun Pruitt

Are Investors Overlooking Meta Platforms Stock?

Meta remains one of the highest-quality tech companies in the market, and the recent pullback may encourage more investors to take a closer look at its stock.

METAPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Shaun Pruitt

Buy the Dip in Oracle Stock After Record Q4 Results?

Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.

ORCLPositive Net Change AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Western Digital Stock Skyrockets 185% YTD: Is More Growth on the Horizon?

WDC has surged 185% YTD as AI-driven storage demand, pricing gains and a streamlined HDD-focused business fuel growth prospects.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change SMCIPositive Net Change