Everything tagged "technology" across the TickerSpark archives.
Everpure is scaling fast in enterprise storage, with Q1 revenue up 35% and AI/hyperscale demand strengthening the recurring base. But the stock already prices in much of the progress, leaving Hold as the right stance.
Intuit Inc. (INTU) falls 12.0% despite earnings beats, as investors react to the latest results and outlook for the financial software maker.
ASE Technology Holding posted strong second-quarter growth as ATM revenue surged and advanced packaging became the main earnings engine. The stock still screens as a Hold because valuation and capital intensity already reflect much of the recovery.
Zscaler posted 25% revenue growth, 25% ARR growth and a record 23% non-GAAP operating margin, but the stock still trades at a premium valuation. The report lands on a Hold with fair value set at $180.
Dell has transformed into a major AI infrastructure supplier, with record revenue, a $51.3B AI backlog, and sharply rising AI server sales. The stock earns a Buy as growth accelerates, though margin pressure and leverage keep the risk profile elevated.
onsemi is showing a cyclical recovery with accelerating AI data-center power demand and improving margins. The stock looks like a Hold as growth is real, but valuation already reflects much of the rebound.
Workday is growing double digits and turning AI into a real product cycle, but the shares still demand a disciplined valuation. The report points to strong retention, expanding margins, and accelerating agentic AI adoption.
AMD posted record Q2 revenue as Data Center sales more than doubled and margins expanded, but the stock still trades at a premium valuation. The report keeps a Buy rating on strong AI and server momentum, with execution and valuation the key watchpoints.
Shopify posted 34% revenue growth, 32% GMV growth, and 55% free cash flow growth in Q2 2026, but its premium valuation keeps the stock at Hold. The report argues Shopify is evolving into the infrastructure layer for online, physical, social, and AI-assisted commerce.
Oracle is transforming into a faster-growing AI and cloud infrastructure platform, with OCI and multicloud demand driving a sharp revenue reacceleration. The opportunity is real, but heavy capex and negative free cash flow make the stock a measured Buy rather than a low-risk one.
ServiceNow posted 24% revenue growth and crossed $1B in AI ACV, but its premium valuation and negative earnings growth keep the stock in Hold territory.
United Microelectronics is seeing a cyclical recovery in utilization and margins while pushing into silicon photonics and advanced packaging. The stock looks balanced: improving fundamentals, but still tied to mature-node pricing and heavier capex.
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