Information Technology Stock Analysis
Page 18 of 34 · 1,687 articles on Information Technology companies
CoreWeave IPO: The Next Big AI Player Or A Ticking Time Bomb?
CoreWeave ($CRWV) • By High Growth Investing • 2025-03-30
Lam Research Corp. – I have just tripled my position in this brilliant compounder
Lam Research ($LRCX) • By Rijnberk Investinsights • 2025-03-29
Gigacloud Technology: One of the Cheapest Stocks in the Market
GigaCloud Technology ($GCT) • By Quality Stocks • 2025-03-29
Deep|MSFT: Why Has Microsoft Cut Another 2GW of Data Centers?
Microsoft ($MSFT) • By FUNDA • 2025-03-28
Methode Electronic | First Look: Buy or Bail?
Methode Electronics ($MEI) • By Deepvalue Capital • 2025-03-28
Tokyo Electron Deep Dive - Part 2
Tokyo Electron ($8035 TYO) • By Nomad Semi • 2025-03-27
Stock of the Week: The Trade Desk
The Trade Desk ($TTD) • By Quality Stocks • 2025-03-27
Asseco Poland
Asseco Poland ($SFB1.SG) • By Kairos Research • 2025-03-26
The Trade Desk ($TTD): A Moat Master in Ad Tech or a Valuation Trap?
The Trade Desk ($TTD) • By Compound & Fire • 2025-03-25
ASML: The most innovative company in the world will 2.5x its EPS by 2030
ASML Holding N.V. ($ASML) • By Crack The Market • 2025-03-24
Review|Tencent: Our Perspectives and Insights on Recent NDRs
Tencent Holdings ($TCEHY) • By FUNDA • 2025-03-24
Problems at Ibotta (IBTA)
Ibotta ($IBTA) • By The Bear Cave • 2025-03-20
NVIDIA GTC 2025 - Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
NVIDIA ($NVDA) • By SemiAnalysis • 2025-03-19
Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
APPS ($APPS) • By Bristlemoon Research • 2025-03-18
Adyen vs Paypal: a Stock Duel
Adyen ($ADYEY) • By Quality Stocks • 2025-03-18
Powersoft SpA FY 2024
Powersoft SpA ($PWS.MI) • By Under Followed Stocks • 2025-03-17
Business Update - CrowdStrike's Possible Yellow Card or Opportunity?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2025-03-17
Twilio Stock: The Cash Flow Monster Grows and Thrives
Twilio ($TWLO) • By High Growth Investing • 2025-03-16
Tokyo Electron Deep Dive - Part 1
Tokyo Electron ($8035 TYO) • By Nomad Semi • 2025-03-15
[3/14/25 Market Memo] Macro, Mobile, Markets, and Mercy for Intel
Intel ($INTC) • By Irrational Analysis • 2025-03-15
Broadcom Inc. – Impressive but also heavily reliant on AI and hyperscaler CapEx
Broadcom ($AVGO) • By Rijnberk Investinsights • 2025-03-14
MAKE INTEL GREAT AGAIN
Intel ($INTC) • By Irrational Analysis • 2025-03-13
Crowdstrike Holdings, Inc – Are shares finally a buy after a 30%+ drop?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-03-11
Q4 and FY 2024 - Constellation Software & Its Spin-Outs - Full Analysis
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2025-03-08
Taiwan Semiconductor ($TSM) – This is now an absolute bargain
TSMC ($TSM) • By Rijnberk Investinsights • 2025-03-08
Neurones: feedback from the annual results meeting
Neurones ($NE9.MU) • By French Hidden Champions • 2025-03-07
Problems at Gorilla Technology Group (GRRR)
Gorilla Technology Group ($GRRR) • By The Bear Cave • 2025-03-06
Salesforce, Inc. – I am not convinced (Stock Analysis)
Salesforce ($CRM) • By Rijnberk Investinsights • 2025-03-06
Fresh Stock Picks & Weekly Insights: Rigs, Rays & Remedies Edition
Daqo New Energy ($DQ) • By Deepvalue Capital • 2025-03-05
Nedap Q4 Earnings and Full Year 2024 Update
Nedap ($NE3.SG) • By Compound & Fire • 2025-03-04
Wrongly Punished: The Vimeo Stock Has More Potential Than You Might Think
Vimeo ($VMEO) • By High Growth Investing • 2025-03-02
Synopsys, Inc. - A must-own and now trading at a discount
Synopsys ($SNPS) • By Rijnberk Investinsights • 2025-03-02
Review|C3.AI 4Q24: On the Eve of Dawn vs An Even Longer Night
C3.ai ($AI) • By FUNDA • 2025-02-28
ASML Q4/2024 Earnings Review
ASML Holding N.V. ($ASML) • By 41investments • 2025-02-28
Business Update - WiseTech (WTC) H1'25 CEO and Business Update
Wisetech ($WTC) • By Sleep Well Investments • 2025-02-28
Quick updates: EVS Broadcast, Sixt and Amadeus Fire
EVS Broadcast ($5E1.DU) • By Value and Opportunity • 2025-02-28
Nvidia’s Q4: Chip Wars Are Heating Up
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-02-27
Q4 and FY 2024 - Topicus.com
Topicus.com ($TSS) • By The Compounding Tortoise • 2025-02-27
What's Behind Shift4 Payments' Stock Decline?
Shift4 Payments ($FOUR) • By Quality Stocks • 2025-02-27
Apple (NASDAQ: AAPL)
Apple ($AAPL) • By Quality Value Investing • 2025-02-26
Research|CRM: Salesforce Agentforce Commercialization Progress
Salesforce ($CRM) • By FUNDA • 2025-02-25
Research|Why Microsoft Has Delayed Two Data Centers
Microsoft ($MSFT) • By FUNDA • 2025-02-22
Business Update - Grab Q4'24: Profitable Growth and Low Disruption Risk From Robotaxi
Grab ($GRAB) • By Sleep Well Investments • 2025-02-20
Adobe: Does The AI Threat Pose an Opportunity For This Compounder?
Adobe ($ADBE) • By Chit Chat Stocks • 2025-02-20
Microsoft (NASDAQ: MSFT)
Microsoft ($MSFT) • By Quality Value Investing • 2025-02-19
Earnings Reviews – Applied Materials & Airbnb
Applied Materials ($AMAT) • By Rijnberk Investinsights • 2025-02-19
Update on Allegro Microsystems, Inc. (ALGM)
Allegro MicroSystems ($ALGM) • By A Peek Behind the Numbers • 2025-02-18
Deep|Tencent: WeChat Deepseek—The World’s Largest AI Application
Tencent Holdings ($TCEHY) • By FUNDA • 2025-02-17
Monday.com Stock Shakes Up The Market: How An Underdog Is Taking On The SaaS Giants!
Monday ($MNDY) • By High Growth Investing • 2025-02-16
Earnings Reviews – Monday.com, Coca-Cola & Adyen
Adyen ($ADYEY) • By Rijnberk Investinsights • 2025-02-15