News und Analysen
Guidewire Software Q3 Earnings Call Highlights
Key Points
- Interested in Guidewire Software, Inc.? Here are five stocks we like better.
- Guidewire beat expectations in Q3 with revenue up 27% year over year to $373 million, ARR up more than
Autodesk Says MaintainX Deal Opens Door to $40 Billion Operations Market
Key Points
- Interested in Autodesk, Inc.? Here are five stocks we like better.
- Autodesk says its acquisition of MaintainX is a key move into the operations phase of an asset’s life cycle
Broadcom Aktie: Die Messlatte war zu hoch
Eigentlich hätte dieser Abend gut ausgehen können. Broadcom übertraf im zweiten Quartal die Gewinnerwartungen,…
Der Beitrag Broadcom Aktie: Die Messlatte war zu hoch erschien zuerst auf kapitalmarkt
EQS-Adhoc: Viscom SE erhöht Prognose für den Auftragseingang im Geschäftsjahr 2026 aufgrund eines Großauftrags
EQS-Adhoc: Viscom SE erhöht Prognose für den Auftragseingang im Geschäftsjahr 2026 aufgrund eines Großauftrags
Gen Z Trends Make These 3 Stocks Worth Watching
Key Points
- Interested in Tapestry, Inc.? Here are five stocks we like better.
- Tapestry's Coach brand remains one of the most popular handbag choices among teenagers, reinforcing a long-term
Ciena Q2 Earnings Call Highlights
Key Points
- Interested in Ciena Corporation? Here are five stocks we like better.
- Ciena posted another record quarter for fiscal 2026, with revenue up 40% year over year to $1.57 billion and
CrowdStrike Aktie: Morgan Stanley erhöht Ziel
Starke Quartalszahlen, angehobene Jahresprognose, erster Aktiensplit der Unternehmensgeschichte — und trotzdem brach die CrowdStrike-Aktie…
Der Beitrag CrowdStrike Aktie: Morgan Stanley erhöht Ziel
Dell's AI Toll Bridge Is Paved with Record Margins
Key Points
- Interested in Dell Technologies Inc.? Here are five stocks we like better.
- Dell Technologies' AI-optimized server revenue surged 757% year over year to $16.1 billion in fiscal Q1 2027
As AI Data Breaches Become More Common, This Cybersecurity ETF Is SurgingAI
Key Points
- Interested in Amplify Cybersecurity ETF? Here are five stocks we like better.
- The Amplify Cybersecurity ETF (HACK) has gained more than 49% since its Feb. 23 year-to-date low, recently
ServiceNow Aktie: 1.595 Aktien am 2. Juni gemeldet
Nach einem Kursanstieg von fast 30 Prozent in nur einem Monat gerät ServiceNow am…
Der Beitrag ServiceNow Aktie: 1.595 Aktien am 2. Juni gemeldet erschien zuerst auf kapitalmarktexperten.de.
Quelle
Ams Osram Aktie: Indie Semiconductor kauft CMOS für 40 Millionen
ams OSRAM sortiert sein Portfolio. Der österreichisch-deutsche Halbleiterhersteller trennt sich von seiner CMOS-Bildsensor-Sparte und…
Der Beitrag Ams Osram Aktie: Indie Semiconductor kauft CMOS für
EQS-News: Elmos Semiconductor SE steigt per Fast Entry in den MDAX auf
EQS-News: Elmos Semiconductor SE steigt per Fast Entry in den MDAX auf
EQS-News: Aktien der SUSS MicroTec SE werden erstmals in den MDAX aufgenommen
EQS-News: Aktien der SUSS MicroTec SE werden erstmals in den MDAX aufgenommen
Autodesk CFO Says MaintainX Deal Extends AI Push Across Asset Lifecycle
Key Points
- Interested in Autodesk, Inc.? Here are five stocks we like better.
- Autodesk’s $3.6 billion MaintainX acquisition is designed to extend the company from planning and design into
Veeva Systems Q1 Earnings Call Highlights
Key Points
- Interested in Veeva Systems Inc.? Here are five stocks we like better.
- Veeva Systems said it had a strong first quarter, with revenue of $883 million and non-GAAP operating income of
Netskope Q1 Earnings Call Highlights
Key Points
- Interested in Netskope Inc.? Here are five stocks we like better.
- Revenue beat guidance and outlook was raised: Netskope reported Q1 fiscal 2027 revenue of $201.6 million, up 28%
The Descartes Systems Group Q1 Earnings Call Highlights
Key Points
- Interested in The Descartes Systems Group Inc.? Here are five stocks we like better.
- Descartes posted record Q1 fiscal 2027 results, with revenue up 15% to $193.6 million and
Broadcom Q2 Earnings Call Highlights
Key Points
- Interested in Broadcom Inc.? Here are five stocks we like better.
- Broadcom posted record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with record operating margin of
Petco Health and Wellness Q1 Earnings Call Highlights
Key Points
- Interested in Petco Health and Wellness Company, Inc.? Here are five stocks we like better.
- Petco returned to positive comparable sales in Q1 fiscal 2026, with comp sales up 0.7%
Astera Labs Conference: Scorpio Switching Seen as Next AI Growth Engine
Key Points
- Interested in Astera Labs, Inc.? Here are five stocks we like better.
- Scorpio switching is emerging as Astera Labs’ next major growth engine, with management saying the family could
Affirm CFO Says Bank Charter Would Diversify Funding, Not Turn It Into a Bank
Key Points
- Interested in Affirm Holdings, Inc.? Here are five stocks we like better.
- Affirm’s bank charter push is mainly about diversifying funding and bringing more infrastructure in-house
Marvell’s AI Moment Raises a Bigger Question for Amazon and ServiceNow
Key Points
- Interested in NVIDIA Corporation? Here are five stocks we like better.
- S&P 500 earnings grew more than 28.5% in Q1 2026, more than doubling pre-season best-case expectations, with the
NVIDIA, Marriott, and PCA Just Delivered Big News for Income Investors
Key Points
- Interested in NVIDIA Corporation? Here are five stocks we like better.
- NVIDIA raised its quarterly dividend by 2,400%, or 25x, moving its payout from 1 cent to 25 cents per share.
Agilysys CEO Sees New Growth Phase as Subscriptions, AI and Marriott Rollout Accelerate
Key Points
- Interested in Agilysys, Inc.? Here are five stocks we like better.
- Agilysys CEO Ramesh Srinivasan said the hospitality software company is entering a new growth phase, with revenue
Motorola's $1.5B Bet to Own the Skies
Key Points
- Interested in Motorola Solutions, Inc.? Here are five stocks we like better.
- The strategic acquisition of advanced cyber technology empowers Motorola Solutions to safely neutralize