Information Technology Stock Analysis
Page 7 of 24 · 1,163 articles on Information Technology companies
UiPath Stock: Is This the Comeback Investors Didn’t See Coming?
UiPath ($PATH) • By High Growth Investing • 2025-09-17
Oracle’s 36% Rally is Built on Hope, Not Fundamentals
Oracle • By Rijnberk Investinsights • 2025-09-16
Stock of the Week: Oracle, the New Hyperscaler
Oracle • By Quality Stocks • 2025-09-16
Why we need Intel foundry spin-off, funded by a mag7 consortium
Intel ($INTC) • By MBI Deep Dives • 2025-09-15
[scuttlebit] thoughts on ASML
ASML Holding N.V. • By scuttleblurb • 2025-09-15
Urgent Updates On Micron, Trade Desk & Arista Networks
Arista Networks ($ANET) • By The Pragmatic Optimist • 2025-09-15
Texas Instruments' data center and robotics opportunity
Texas Instruments ($TXN) • By MBI Deep Dives • 2025-09-14
Synopsys Crashed 36% — What Investors Need to Know
Synopsys • By Rijnberk Investinsights • 2025-09-13
AI Skepticism & Oracle's Big Risk
Oracle • By Eagle Point Capital • 2025-09-13
Synopsys is probably a buy.
Synopsys • By Irrational Analysis • 2025-09-13
Notes and thoughts on Meta and Microsoft discussion at GS Communicopia
Microsoft ($MSFT) • By MBI Deep Dives • 2025-09-12
Why Synopsys Sank
Synopsys • By MBI Deep Dives • 2025-09-11
Vimeo Stock: Valuation Matters after all!
Vimeo • By High Growth Investing • 2025-09-11
Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
Oracle • By Crack The Market • 2025-09-10
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Intel ($INTC) • By Irrational Analysis • 2025-09-10
New Buy: Taiwan Semiconductor
TSMC ($TSM) • By Growth Curve Investing • 2025-09-10
Oracle & Nebius Are Breaking AI Expectations
Nebius ($NBIS) • By The Pragmatic Optimist • 2025-09-10
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
TSMC ($TSM) • By SemiAnalysis • 2025-09-08
#126 Norbit ASA - A Stock Analysis
Norbit ASA • By Kroker Equity Research • 2025-09-07
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-09-06
Cellebrite: Benefiting from rising digital crime in a structurally underpenetrated market
Cellebrite • By Heavy Moat Investments • 2025-09-03
Intuit vs. Nu Holdings: The Fintech Face-Off
Intuit ($INTU) • By Compound & Fire • 2025-09-02
Adobe (NASDAQ: ADBE)
Adobe ($ADBE) • By Possible Value • 2025-09-02
FICO: The Score Behind the Score
FICO • By Crack The Market • 2025-08-31
Dollar General 2Q'25, Microsoft's Cybersecurity business
Microsoft ($MSFT) • By MBI Deep Dives • 2025-08-29
Elliptic Laboratories Q2 2025
Elliptic Laboratories • By Under Followed Stocks • 2025-08-28
ER Reviews: Software, Cybersecurity & Nvidia’s China Woes
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-08-28
Update on Intel Headcount
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-08-27
Preview|OKTA 2Q25:Marginal Business Improvement, But Limited Inflection This Quarter
Okta ($OKTA) • By FUNDA • 2025-08-25
Cellebrite: Dominating digital Forensics ( Growth plus special situation)
Cellebrite • By Heavy Moat Investments • 2025-08-25
Adyen N.V. – Still a FinTech Winner, Ignore the Short-Term Noise!
Adyen ($ADYEY) • By Rijnberk Investinsights • 2025-08-23
Adobe - The Return of the King?
Adobe ($ADBE) • By 41investments • 2025-08-22
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
NVIDIA ($NVDA) • By Irrational Analysis • 2025-08-22
Palo Alto Networks Q2: Cybersecurity’s AI Arms Race Is Heating Up (Part 2)
Palo Alto Networks • By The Pragmatic Optimist • 2025-08-19
Celsius Holdings (ticker: CELH) Partial Sale & Adyen (ticker: ADYEN) Frustration
Adyen ($ADYEY) • By Capital Compounding • 2025-08-19
Earnings Previews: Palo Alto Networks & Nvidia
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-08-18
Is Global Payments the next Adyen?
Adyen ($ADYEY) • By scuttleblurb • 2025-08-18
ServiceNow - One of the Best Tech Stocks to Own for the Next 10+ Years
Now ($NOW) • By Rijnberk Investinsights • 2025-08-16
Adyen Q2 2025 Update
Adyen ($ADYEY) • By The Dutch Investors • 2025-08-15
Adyen (ticker: ADYEN) 1H ‘25 update
Adyen ($ADYEY) • By Capital Compounding • 2025-08-15
Toyokumo H1 2025
Toyokumo • By Under Followed Stocks • 2025-08-14
Arista Networks Q2/2025 Earnings Review
Arista Networks ($ANET) • By 41investments • 2025-08-13
FICO vs Moody's: The Analytics Titans Clash
FICO • By Compound & Fire • 2025-08-13
Q2 ER Special Report 2: Software Slumps, CoreWeave's Q2, Micron’s Surprise
Micron • By The Pragmatic Optimist • 2025-08-13
Secunet Security Networks H1 2025
Secunet Security Networks • By Under Followed Stocks • 2025-08-13
Q2/1H 2025 - Constellation Software & Its Spin-Outs - Full Analysis
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2025-08-09