Everything tagged "technology" across research, earnings, and macro.
132 articles
Flex is shifting beyond low-margin manufacturing into higher-value data center, power, cooling, industrial, and healthcare programs. Stronger margins, rising free cash flow, and AI infrastructure momentum support a constructive view.
Gartner remains a high-margin, cash-generating insights franchise with strong buybacks and a cheap-looking valuation. The main question is whether contract value growth can reaccelerate after a sluggish 2025.
Gartner, Inc. (IT) gains 1.2% after reporting earnings beats, as investors react positively to stronger-than-expected results and improved outlook.
Shopify is still growing at a rapid clip, with FY2025 revenue up 30% and Q1 2026 revenue up 34%, while free cash flow is now firmly established. The stock remains a Buy, but its premium valuation means investors may want to wait for pullbacks.
Lam Research is executing at record levels as AI-driven wafer fab equipment demand lifts revenue, EPS, and service growth. The stock looks high quality but expensive for a cyclical semiconductor equipment name.
Palantir Technologies Inc. (PLTR) posted a clean earnings beat, lifted guidance, and extended its U.S. growth streak, sending shares higher. This deep-dive examines the numbers behind the move, from surging commercial demand and AI platform momentum to the valuation debate shaping the stock gains.
Fabrinet is scaling revenue on strong optical demand and a fast-ramping HPC program while maintaining solid margins. Valuation is not cheap, but the report still supports a Buy on execution and growth momentum.
Palantir Technologies Inc. (PLTR) gains after reporting earnings beats, with shares edging higher as investors react to stronger-than-expected results and upbeat momentum.
Roblox Corporation (RBLX) beat EPS estimates, but the stock slumps after a bookings reset and safety-driven friction cloud the outlook. This deep-dive examines the quarter’s strong engagement, international growth, and why management’s long-term platform tradeoff outweighed the headline earnings beat.
Western Digital Corporation (WDC) rises after a messy headline EPS miss, but the deeper read shows strong revenue, surging cloud demand, 50.5% gross margin, and upbeat guidance. This analysis separates GAAP noise from operating momentum and explains why investors focused on the underlying strength.
Atlassian is turning a large installed base into higher-value cloud subscriptions while layering AI monetization through Rovo and Teamwork Collection. Strong cash generation and a net cash balance support the Buy case, even as GAAP losses and execution risk keep the story volatile.
Western Digital has transformed into a cloud-heavy HDD supplier with strong AI infrastructure exposure, rapid margin expansion, and improving balance sheet health. The stock looks operationally stronger, but valuation has already moved up sharply.
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