Information Technology Stock Analysis
1,378 articles on Information Technology companies
Broadcom – Cheap For a Reason, But Oversold All The Same
Broadcom ($AVGO) • By Rijnberk Investinsights • 2026-09-12
CrowdStrike – I Love This Business, But The Valuation is Brutal
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2026-09-10
Turnaround Lessons From IBM
International Business Machines ($IBM) • By The Dutch Investors • 2026-09-06
Mobility Global – A Dirt-Cheap Monopoly Recently Spun-Off (A Deep Dive)
Mobility Global ($MBGL) • By Rijnberk Investinsights • 2026-09-05
Synopsys — Still Indispensable, More Dominant Than Ever (Q3 Review)
Synopsys ($SNPS) • By Rijnberk Investinsights • 2026-08-29
Wisetech (WTC) Quality turning Special Sits. Governance, e2open, pricing model transition
Wisetech ($WTC) • By Sleep Well Investments • 2026-08-28
Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
Cellebrite ($CLBT) • By Sleep Well Investments • 2026-08-14
Adyen H1 2026 | Premium Earnings Update
Adyen ($ADYEY) • By The Dutch Investors • 2026-08-13
Cellebrite ($CLBT) Plunges 30% on Earnings: Overreaction or Red Flag? | Talkin' Stocks Ep. 5
Cellebrite ($CLBT) • By CompoundingAlpha • 2026-08-13
Tencent Q2 2026 | Premium Earnings Update
Tencent Holdings ($TCEHY) • By The Dutch Investors • 2026-08-13
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Figma ($FIG) • By MBI Deep Dives • 2026-08-10
[V, MA] The more things change, the more they stay the same
Visa Inc. ($V) • By scuttleblurb • 2026-08-10
Slide Deck Preview: Amadeus IT Group
Amadeus IT Group ($AMS.MC) • By Rene Sellmann • 2026-08-10
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
NVIDIA ($NVDA) • By SemiAnalysis • 2026-08-10
$IT: Gartner 2Q'26 update
Gartner ($IT) • By TQI Capital • 2026-08-10
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
Aeva Technologies ($AEVA) • By Irrational Analysis • 2026-08-09
Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground
Unity Software ($U) • By FUNDA • 2026-08-09
Shopify 2Q'26: Sustained Miraculous Growth
Shopify ($SHOP) • By MBI Deep Dives • 2026-08-08
CALX's Earnings Beat Looks Less Convincing Beneath the Surface
Calix ($CALX) • By A Peek Behind the Numbers • 2026-08-07
Why Some SaaS Stocks Keep Winning
Cloudflare ($NET) • By The Pragmatic Optimist • 2026-08-07
$745,000,000,000. One Year. Four Companies.
Applied Optoelectronics ($AAOI) • By The Disruptive Investor • 2026-08-07
Problems at Tenable (TENB)
Tenable Holdings ($TENB) • By The Bear Cave • 2026-08-07
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Block ($XYZ) • By scuttleblurb • 2026-08-07
ASML: Expanding Capacity As Order Visibility Grows
ASML Holding N.V. ($ASML) • By Outperforming the Market • 2026-08-07
Remitly Global: Still Undervalued? (Ticker: RELY)
Remitly Global ($RELY) • By Chit Chat Stocks • 2026-08-07
HGI Earnings Radar #1: PayPal, People, Uber, HubSpot
HubSpot ($HUBS) • By High Growth Investing • 2026-08-06
HGI Earnings Radar #1: PayPal, People, Uber, HubSpot
HubSpot ($HUBS) • By High Growth Investing • 2026-08-06
Q2 2026 - Topicus.com
Topicus.com ($TSS) • By The Compounding Tortoise • 2026-08-06
✍️ SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation = Maverick Equities Charts of the Week #60
Fair Isaac ($FICO) • By Maverick Equity Research • 2026-08-06
Review|DDOG 26Q2: Unchanged Fundamentals Met with Too-High Expectations
Datadog, Inc. ($DDOG) • By FUNDA • 2026-08-06
The truth behind the headlines
Topicus.com ($TSS) • By Best Anchor Stocks • 2026-08-06
Grab Q2'2026 Business Update - Preparing for AV
Grab ($GRAB) • By Sleep Well Investments • 2026-08-06
SolarEdge (SEDG): Q2 2026 Earnings Review
SolarEdge Technologies ($SEDG) • By MVC Investing • 2026-08-05
Aixtron: The Epitaxy Monopoly Growing AI’s Lasers and Watts
Aixtron ($AIXA.DE) • By Crack The Market • 2026-08-05
💥Eyes on Earnings💥
Verra Mobility ($VRRM) • By PETITION • 2026-08-05
Q2 & 1H 2026 - Lumine
Lumine ($3177.T) • By The Compounding Tortoise • 2026-08-05
TSMC: AI supercycle strengthens as N2, N3 and CoWoS demand accelerates
TSMC ($TSM) • By Outperforming the Market • 2026-08-05
Wix (WIX): Q2 2026 Earnings Review
Wix.com ($WIX) • By MVC Investing • 2026-08-05
The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology
Applied Optoelectronics ($AAOI) • By Damnang's Substack • 2026-08-04
The Anatomy of a 260x Return: Constellation Software ($CSU.TO)
Constellation Software ($PNP.TO) • By CompoundingAlpha • 2026-08-04
The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest
Monolithic Power Systems ($MPWR) • By Damnang's Substack • 2026-08-04
Compounding Alpha Scorecard: Constellation Software ($CSU.TO)
Constellation Software ($PNP.TO) • By CompoundingAlpha • 2026-08-04
Microsoft: Control Your Destiny
Microsoft ($MSFT) • By TSOH Investment Research • 2026-08-03
AI Passed The First Test
Celestica ($CLS) • By The Pragmatic Optimist • 2026-08-02
SK Hynix: The Flagship at Half Price
SK Hynix ($000660.KS) • By Crack The Market • 2026-08-02