Q1 earnings season

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Pure Storage: Losing Patience As Margins Wane (Rating Downgrade)
Seeking Alpha· 2025-05-29 17:14
Group 1 - The Q1 earnings season has been characterized by significant volatility, influenced by unstable stock markets and fluctuating headlines regarding tariffs [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been a contributor to Seeking Alpha since 2017, providing insights into industry trends [2]
Fiverr: Watch Out For Client Drain Amid Strong Near-Term Trends
Seeking Alpha· 2025-05-08 14:45
Group 1 - Investors have shown significant relief when companies maintain or lift their full-year outlooks during the Q1 earnings season, even with minimal guidance increases [1] - The macroeconomic backdrop remains uneven, impacting investor sentiment and company performance [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and advising startups, contributing to insights on industry trends [2] - His articles are featured on platforms like Seeking Alpha and are syndicated to popular trading apps, indicating a broad reach and influence [2]
Upwork: With Near Zero Growth, It's Time To Sell The Post-Earnings Spike (Downgrade)
Seeking Alpha· 2025-05-07 11:31
The stock market is very jittery as we move throughout the Q1 earnings season, and naturally investors are on the lookout for companies to revise their outlooks downward as companies digest the impact of tariffsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha si ...
Freshworks: Tremendous Value That Shouldn't Be Ignored
Seeking Alpha· 2025-05-03 03:59
Group 1 - The Q1 earnings season is showing relative calm despite volatility since April 2, with investors actively buying on dips to capitalize on potential rebounds [1] - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and advises seed-round startups, indicating a strong understanding of current industry trends [1] Group 2 - The article emphasizes the importance of investor sentiment and behavior during earnings seasons, highlighting a trend of buying on dips as a strategy to avoid missing out on rebounds [1]
Blackbaud: Running Out Of Steam And Can't Afford Its Buybacks
Seeking Alpha· 2025-05-02 02:14
Group 1 - The Q1 earnings season is taking place amidst a challenging macroeconomic environment, necessitating disciplined single-stock selection by investors [1] - Struggling companies are expected to face increased difficulties in navigating the current economic landscape [1] - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing his insights into industry trends [1] Group 2 - The article emphasizes the importance of careful stock selection during the earnings season due to the tough economic backdrop [1]
Seagate: With Minimal Tariff Impact, Full Steam Ahead
Seeking Alpha· 2025-05-01 02:24
Group 1 - The stock market has entered the Q1 earnings season with significant pessimism regarding tariffs, but the actual results from reporting companies suggest a different narrative [1] - Companies reporting earnings have shown that the reality may not align with the initial pessimistic expectations surrounding tariffs [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has worked in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1]