Information Technology Stock Analysis
Page 7 of 28 · 1,378 articles on Information Technology companies
Dlocal - Long term growth?
dLocal ($DLO) • By Emerging Value • 2025-12-31
Deep|NVDA: Behind Nvidia’s 20bn Acquisition of Groq
NVIDIA ($NVDA) • By FUNDA • 2025-12-25
Truly Irrational: Nvidia/Groq Deal
NVIDIA ($NVDA) • By Irrational Analysis • 2025-12-24
The Case to Closure King: How Cellebrite is Winning the Digital Intelligence Arms Race
Cellebrite ($CLBT) • By CompoundingAlpha • 2025-12-24
Salesforce: A Value Tech Christmas Gift?
Salesforce ($CRM) • By Crack The Market • 2025-12-21
Stock of the Week: Oracle - a Canary in the Coal Mine
Oracle ($ORCL) • By Quality Stocks • 2025-12-18
Synopsys – A Great Buying Opportunity for Long-Term Investors
Synopsys ($SNPS) • By Rijnberk Investinsights • 2025-12-17
SPS Commerce: Compounder on Sale or a fallen Angel?
SPS Commerce ($SPSC) • By Heavy Moat Investments • 2025-12-17
Visa Inc. Class A (NYSE: V)
Visa Inc. ($V) • By Quality Value Investing • 2025-12-16
Oracle's Q2 26 earnings: The AI Infrastructure Debate Heats Up
Oracle ($ORCL) • By Crack The Market • 2025-12-14
Adobe Q4/2025 Earnings Review & my SEMrush takeover take
Adobe ($ADBE) • By 41investments • 2025-12-14
Synopsys' Pricing Evolution in Design IP
Synopsys ($SNPS) • By MBI Deep Dives • 2025-12-13
Broadcom – The AI Winner Most Investors Still Underestimate
Broadcom ($AVGO) • By Rijnberk Investinsights • 2025-12-13
Adobe and Figma's Divergent Path
Adobe ($ADBE) • By MBI Deep Dives • 2025-12-11
Norbit ASA: A Norwegian Tech Compounder with Enduring Moats for Long-Term Investors
Norbit ASA ($NORBT.OL) • By Compound & Fire • 2025-12-09
Crowdstrike – Is it Really Worth 27x Sales and 140x Earnings?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-12-06
GitLab Stock: Time to Say Goodbye?
GitLab ($GTLB) • By High Growth Investing • 2025-12-05
Shopify: How One Platform Took Over Modern Retail
Shopify ($SHOP) • By Crack The Market • 2025-12-03
Review|OKTA FY3Q26: AI Identity Traction vs. The Mismatched Near-Term Guidance
Okta ($OKTA) • By FUNDA • 2025-12-03
Adyen - What the Market is Missing
Adyen ($ADYEY) • By Capital Compounding • 2025-12-02
TSMC Overseas Fabs – A Success?
TSMC ($TSM) • By SemiAnalysis • 2025-12-01
Amazon & Shopify: E-commerce giants & the rise of Agentic Commerce
Shopify ($SHOP) • By Crack The Market • 2025-11-30
Texas Instruments – A Large Moat, Low Risk & Double-Digit FCF Growth Ahead
Texas Instruments ($TXN) • By Rijnberk Investinsights • 2025-11-29
Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry
Intel ($INTC) • By Irrational Analysis • 2025-11-28
Is Apple still an attractive investment?
Apple ($AAPL) • By The Dutch Investors • 2025-11-26
Stock of the Week: NVidia - Why is the Stock Falling Despite Such Strong Results?
NVIDIA ($NVDA) • By Quality Stocks • 2025-11-25
Cellebrite ($CLBT): Clearing the Clouds on Leadership, Corellium, and the Critical FedRAMP Catalyst
Cellebrite ($CLBT) • By CompoundingAlpha • 2025-11-24
Our Portfolio Strategy Update Amid Current Weakness
Strategy ($MSTR) • By The Pragmatic Optimist • 2025-11-24
Elliptic Laboratories Q3 2025
Elliptic Laboratories ($NO0010722283.SG) • By Under Followed Stocks • 2025-11-23
Problems at Sportradar Group (SRAD)
Sportradar Group ($SRAD) • By The Bear Cave • 2025-11-20
Datadog – Brilliant Q3 Results Strengthen My Long-Term Thesis!
Datadog, Inc. ($DDOG) • By Rijnberk Investinsights • 2025-11-19
Assume An AI Bubble. Here’s Our Portfolio Strategy
Strategy ($MSTR) • By The Pragmatic Optimist • 2025-11-17
Toyokumo Q3 2025
Toyokumo ($4058.T) • By Under Followed Stocks • 2025-11-17
The Trade Desk – Oversold, Misunderstood, and Too Cheap to Ignore
The Trade Desk ($TTD) • By Rijnberk Investinsights • 2025-11-15
Broadcom: The $1.7tn AI underdog
Broadcom ($AVGO) • By Crack The Market • 2025-11-14
Littelfuse, Inc. (NASDAQ: LFUS)
Littelfuse ($LFUS) • By Quality Value Investing • 2025-11-13
Constellation Software: 3Q25 Update
Constellation Software ($PNP.TO) • By Speedwell Memos • 2025-11-13
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
Microsoft ($MSFT) • By SemiAnalysis • 2025-11-12
"Legacy players will have a hard time" — Adyen Investor Day 2025
Adyen ($ADYEY) • By The Dutch Investors • 2025-11-12
Nebius (NBIS) Q3 2025 Earnings Review
Nebius ($NBIS) • By Growth Curve Investing • 2025-11-12
#141 HANZA AB - A Stock Analysis
HANZA AB ($HANZAS.XD) • By Kroker Equity Research • 2025-11-11
Constellation Software 3Q'25
Constellation Software ($PNP.TO) • By MBI Deep Dives • 2025-11-10
Big Week For CoreWeave, Nebius, AMD’s, Plus Trade Desk’s ER Review
CoreWeave ($CRWV) • By The Pragmatic Optimist • 2025-11-10
Q3 2025/9M 2025 - Constellation Software and Its Spin-Outs - Full Analysis
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2025-11-08
IREN & OPEN Earnings Reviews
IREN ($IREN) • By Growth Curve Investing • 2025-11-07
Shopify 3Q'25 Update
Shopify ($SHOP) • By MBI Deep Dives • 2025-11-05
Q3 2025 - Topicus
Topicus.com ($TSS) • By The Compounding Tortoise • 2025-11-05