Information Technology Stock Analysis
Page 16 of 28 · 1,378 articles on Information Technology companies
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
Coherent Corp.(COHR)- Red Flags Still Flying in 4Q24
Coherent ($COHR) • By A Peek Behind the Numbers • 2024-08-28
Business Update - Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
Fortinet ($FTNT) • By Sleep Well Investments • 2024-08-27
Nemetschek: Digitalizing a boring industry
Nemetschek ($NEM.DE) • By Heavy Moat Investments • 2024-08-26
Twilio Stock: An Old Acquaintance New to my Portfolio
Twilio ($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 ($ZI) • By High Growth Investing • 2024-08-18
INTC Primer: No Equity Dilution Necessary (Part 1)
Intel ($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 ($PNP.TO) • By The Compounding Tortoise • 2024-08-11
Lumine Group - Earnings Update Q2 2024
Lumine Group ($LMN.V) • 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
Micro Systemation, an Unknown Swedish Microcap
Micro Systemation ($MSABBS.XD) • By Quality Stocks • 2024-08-03
August 1st portfolio update - I exited PayPal and First Solar, added 10 new positions
First Solar ($FSLR) • By Rijnberk Investinsights • 2024-08-01
Problems at TaskUs (TASK)
TaskUs ($TASK) • By The Bear Cave • 2024-08-01
TSMC's business update and launch of a new Strategy
Strategy ($MSTR) • By Semiconductor Business Intelligence • 2024-07-30
Quick Pitch: Red Cat Holdings (RCAT)
Red Cat Holdings ($RCAT) • By Johan Lunau • 2024-07-30
Enphase, KLA, Comcast – Time to buy or not? Here's my take after earnings
KLA ($KLAC) • By Rijnberk Investinsights • 2024-07-28
CrowdStrike Stock after the Crash
CrowdStrike ($CRWD) • By High Growth Investing • 2024-07-28
Shopify: Disrupting Salesforce, not Amazon (Part 2)
Salesforce ($CRM) • 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 ($S9I.HM) • By Heavy Moat Investments • 2024-07-22
Shopify: Can 600x P/E Be Undervalued? (Part 1)
Shopify ($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. ($ASML) • By Semiconductor Business Intelligence • 2024-07-18
ASML Holding N.V. – The 11% post-earnings sell-off is (mostly) justified
ASML Holding N.V. ($ASML) • By Rijnberk Investinsights • 2024-07-18
Disappointing Half Year Results Nedap
Nedap ($NE3.SG) • By Compound & Fire • 2024-07-18
Business Update - Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-07-17
Nvidia Stock - When will the AI Bubble Burst?
NVIDIA ($NVDA) • By High Growth Investing • 2024-07-14
Microsoft, the World's Most Magnificent Company
Microsoft ($MSFT) • By Quality Stocks • 2024-07-13
Free Sample - Adyen ($ADYEY): Innovating and Dominating Global Payment Services
Adyen ($ADYEY) • By Heavy Moat Investments • 2024-07-10
Verra Mobility (VRRM): Fundamentals and Valuation
Verra Mobility ($VRRM) • By Heavy Moat Investments • 2024-07-06
Behind Coherent Corp’s Numbers (COHR)
Coherent ($COHR) • By A Peek Behind the Numbers • 2024-07-03
What if China doesn't want TSMC's factories but wants to take them out?
TSMC ($TSM) • By Semiconductor Business Intelligence • 2024-07-02
Jack Henry & Associates – a core holding
Jack Henry & Associates ($JKHY) • By Sweet Stocks • 2024-07-01
How dangerous is Wall Street's extreme concentration on Nvidia, Microsoft and Apple?
Apple ($AAPL) • By High Growth Investing • 2024-06-30