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cloud

Everything tagged "cloud" across research, earnings, and macro.

2 articles

Guidewire Software (GWRE): Cloud Transition Drives Growth

Guidewire is executing a profitable cloud transition as recurring revenue, ARR, and margins all move higher. The stock looks constructive for medium-term investors, but valuation still demands discipline.

Jun 5, 2026·25 MIN

Technology Software - Application Cloud

Research ReportCIEN

Ciena (CIEN): AI Networking Momentum, Rich Valuation

Ciena’s AI-era bandwidth demand is driving record revenue, a bigger backlog, and sharp EPS growth. The stock looks high quality but expensive, so the report lands on a Hold with upside only on pullbacks.

Jun 4, 2026·26 MIN

Technology Communication Equipment AI

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