Earnings FlashSNOW
Snowflake Inc. (SNOW) jumps on earnings beats, up 16.9%
Snowflake Inc. (SNOW) jumps after reporting earnings beats, with shares up 16.9% as investors react to stronger-than-expected results and upbeat guidance.
Sep 2, 20262 MIN
TickerSpark Feed
technology
Everything tagged "technology" across the TickerSpark archives.
OpinionDELL
Dell’s AI order book is too big to dismiss
Dell’s $95 billion AI backlog and sharply higher FY2027 server guidance make the demand skepticism much harder to defend. The battleground has moved to margins and supply, but the evidence still favors the bulls.
Sep 2, 20264 MIN
Research ReportCXM
Sprinklr (CXM): Value Support, But Earnings Need Proof
Sprinklr combines modest revenue growth, improving AI-driven product traction, and a discounted valuation with still-weak earnings momentum. The stock looks more like an execution-sensitive Hold than a clean growth story.
Sep 2, 202619 MIN
Earnings AnalysisGTLB
GitLab Inc. (GTLB) slips despite deep earnings beat
GitLab Inc. (GTLB) beat on EPS and revenue, raised guidance, and showed stronger customer and AI-driven ARR momentum. Yet the stock slips as investors weigh GAAP losses, valuation, and a still-mixed analyst backdrop in this deep-dive earnings analysis.
Sep 2, 20266 MIN
Research ReportGTLB
GitLab (GTLB): AI DevSecOps Platform at a Fair Price
GitLab combines strong revenue growth, expanding AI product traction, and solid cash generation, but the stock already prices in much of the upside. The report lands on a Hold with a fair value near the current trading range.
Sep 1, 202620 MIN
Earnings FlashGTLB
GitLab Inc. (GTLB) climbs on earnings beats, shares up 12.7%
GitLab Inc. (GTLB) climbs after reporting earnings beats, with shares rising 12.7% as investors react to stronger-than-expected results and upbeat momentum.
Sep 1, 20262 MIN
Research ReportSTM
STMicroelectronics (STM): AI Connectivity and Cyclical Recovery
STMicroelectronics is rebounding across automotive, industrial, and communications, with a growing AI data-center opportunity. The stock looks more like a Hold than a Buy until margins and execution improve.
Sep 1, 202622 MIN
Research ReportCRDO
Credo Technology Group (CRDO): AI Data Center Growth, Rich Valuation
Credo Technology Group is surging on AI data-center connectivity demand, with fiscal 2026 revenue up 206% and margins exceptionally strong. The stock’s growth profile is impressive, but valuation and customer concentration keep the rating at Hold.
Sep 1, 202621 MIN
Research ReportMCHP
Microchip Technology (MCHP): Data Center Recovery Gains Steam
Microchip Technology is seeing a broad earnings recovery, with data center revenue surging and margins rebounding sharply. Debt remains a key risk, but the stock looks attractive for investors who can tolerate semiconductor cyclicality.
Aug 31, 202621 MIN
Research ReportNTAP
NetApp (NTAP): AI and Cloud Growth vs. Valuation
NetApp posted record FY26 results and is seeing faster growth in all-flash, Public Cloud, and Keystone. The stock still looks fairly valued, so the report lands on Hold.
Aug 28, 202622 MIN
Research ReportRBRK
Rubrik (RBRK): Growth Is Strong, Valuation Is Rich
Rubrik is growing rapidly, with revenue up 38% and subscription ARR up 33%, but the stock remains hard to justify at a 555.6x forward P/E. The report rates RBRK a Hold as strong operating momentum collides with a demanding valuation and ongoing GAAP losses.
Aug 28, 202620 MIN
Earnings AnalysisRBRK
Rubrik, Inc. (RBRK) climbs on deep earnings analysis
Rubrik, Inc. (RBRK) climbs after a strong earnings beat, but the real story is deeper: accelerating subscription growth, improving margins, rising free cash flow, and a higher full-year outlook. This analysis goes beyond the headline to examine how much of the rally is justified and what the after-hours pullback may signal.
Aug 28, 20267 MIN
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