Information Technology Stock Analysis
Page 13 of 24 · 1,166 articles on Information Technology companies
Salesforce, a Growing Software Conglomerate
Salesforce • By Quality Stocks • 2024-09-28
Micron Q4 FY2024 Earnings, Intel Meme Buyout Offers
Intel ($INTC) • By Irrational Analysis • 2024-09-27
What Evolution, Adyen, and Netflix have in common
Adyen ($ADYEY) • By The Dutch Investors • 2024-09-25
Qualcomm should not buy any subset of Intel.
Intel ($INTC) • By Irrational Analysis • 2024-09-22
Adobe Inc. – An opportunity amid AI fears or getting disrupted?
Adobe ($ADBE) • By Rijnberk Investinsights • 2024-09-21
Nemetschek: Fundamentals and Valuation
Nemetschek • By Heavy Moat Investments • 2024-09-19
Visa Inc. (NYSE: V)
Visa Inc. ($V) • By Quality Value Investing • 2024-09-18
Powersoft SpA
Powersoft SpA • By Under Followed Stocks • 2024-09-17
#11 Powersoft SpA
Powersoft SpA • By Under Followed Stocks • 2024-09-17
Nagarro SE (DE:NA9)
Nagarro SE ($NA9) • By Robin Research • 2024-09-17
ASML Valuation update
ASML Holding N.V. • By Heavy Moat Investments • 2024-09-16
Nvidia’s earnings created a paradox for the AI boom/bust debate
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2024-09-05
Fortinet vs Palo Alto Networks: a Stock Duel
Fortinet ($FTNT) • By Quality Stocks • 2024-09-03
Intel’s Foundry Spin-Off Plan: Another Strategic Misstep
Intel ($INTC) • By Heavy Moat Investments • 2024-09-02
NCAB – a near-shoring picks and shovels play
NCAB Group AB ($SE:NCAB) • By Sweet Stocks • 2024-09-02
Business Update - CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-08-30
Would Peter Lynch Buy Nvidia?
NVIDIA ($NVDA) • By Chit Chat Stocks • 2024-08-28
Business Update - Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
Fortinet ($FTNT) • By Sleep Well Investments • 2024-08-27
Nemetschek: Digitalizing a boring industry
Nemetschek • By Heavy Moat Investments • 2024-08-26
Twilio Stock: An Old Acquaintance New to my Portfolio
Twilio ($TWLO) • By High Growth Investing • 2024-08-25
INTC: Cigar Butt / Margin of Safety? (Part 2)
Intel ($INTC) • By Value Investing for Professionals • 2024-08-25
Monday.com – Q2 results prove it remains a best-in-class software pick
Monday ($MNDY) • By Rijnberk Investinsights • 2024-08-20
Painful Exit from ZoomInfo Stock
ZoomInfo • By High Growth Investing • 2024-08-18
INTC Primer: No Equity Dilution Necessary (Part 1)
Intel ($INTC) • By Value Investing for Professionals • 2024-08-18
PayPal, Twilio, Vimeo: 3 Cashflow Monster in the Making
Twilio ($TWLO) • By High Growth Investing • 2024-08-11
Why Buffett BOUGHT Apple
Apple ($AAPL) • By Value Investing for Professionals • 2024-08-11
Q2 and 1H 2024 - Constellation Software & Its Spin-Out Companies
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2024-08-11
Lumine Group - Earnings Update Q2 2024
Lumine Group • By Stephen Frampton • 2024-08-10
Thoughts on Buffett Selling Apple
Apple ($AAPL) • By Base Hit Investing • 2024-08-09
InCap Oyj (HEL: ICP1V)
InCap Oyj ($ICP1V) • By Possible Value • 2024-08-06
Why Did Buffett Sell Apple? (AAPL)
Apple ($AAPL) • By Chit Chat Stocks • 2024-08-05
✅ Buy Alert - CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-08-05
Microsoft: CapEx Conundrum
Microsoft ($MSFT) • By TSOH Investment Research • 2024-08-05
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
NVIDIA ($NVDA) • By SemiAnalysis • 2024-08-04
Intel's death spiral took another turn
Intel ($INTC) • By Semiconductor Business Intelligence • 2024-08-04
Nvidia Blackwell Delay Note
NVIDIA ($NVDA) • By Irrational Analysis • 2024-08-04
TSMC's business update and launch of a new Strategy
TSMC ($TSM) • By Semiconductor Business Intelligence • 2024-07-30
Quick Pitch: Red Cat Holdings (RCAT)
Red Cat Holdings ($RCAT) • By Johan Lunau • 2024-07-30
Enphase, KLA, Comcast – Time to buy or not? Here's my take after earnings
KLA • By Rijnberk Investinsights • 2024-07-28
CrowdStrike Stock after the Crash
CrowdStrike ($CRWD) • By High Growth Investing • 2024-07-28
Shopify: Disrupting Salesforce, not Amazon (Part 2)
Salesforce • By Value Investing for Professionals • 2024-07-28
Free Sample - Adyen: Fundamentals and Valuation
Adyen ($ADYEY) • By Heavy Moat Investments • 2024-07-24
Brilliant Q2 results and a 12% sell-off – TSMC is still a bargain!
TSMC ($TSM) • By Rijnberk Investinsights • 2024-07-23
Stemmer Imaging is getting acquired. I sold my shares.
Stemmer Imaging • By Heavy Moat Investments • 2024-07-22
Shopify: Can 600x P/E Be Undervalued? (Part 1)
Shopify ($SHOP) • By Value Investing for Professionals • 2024-07-21
✅ 🚫 Buy/Sell Alert - *10th sleep-well ownership* - Adding to Fortinet (FTNT) & CrowdStrike (CRWD), SELL Medistim (MEDI)
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-07-19
Atlassian - Premium Research Report - Sneak Peek
Atlassian ($TEAM) • By The Dutch Investors • 2024-07-19
Has ASML Reached the Great Wall of China?
ASML Holding N.V. • By Semiconductor Business Intelligence • 2024-07-18
ASML Holding N.V. – The 11% post-earnings sell-off is (mostly) justified
ASML Holding N.V. • By Rijnberk Investinsights • 2024-07-18
