In its upcoming report, Veeva Systems (VEEV) is predicted by Wall Street analysts to post quarterly earnings of $1.95 per share, reflecting an increase of 11.4% compared to the same period last year. Revenues are forecasted to be $791.88 million, representing a year-over-year increase of 13.3%.The current level reflects a downward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ini ...

The upcoming report from Elastic (ESTC) is expected to reveal quarterly earnings of $0.58 per share, indicating a decline of 1.7% compared to the year-ago period. Analysts forecast revenues of $418.13 million, representing an increase of 14.4% year over year.Over the last 30 days, there has been a downward revision of 37.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course o ...

Analysts on Wall Street project that Intuit (INTU) will announce quarterly earnings of $3.10 per share in its forthcoming report, representing an increase of 24% year over year. Revenues are projected to reach $3.76 billion, increasing 14.6% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Pri ...

WALTHAM, Mass.--(BUSINESS WIRE)--Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Companyâ"¢, today announced Forrester Research named Pega a Leader in The Forrester Waveâ"¢: Real-Time Interaction Management Software (RTIMS), Q4 2025 report (1). Pega earned top scores in both the 'Current Offering' and 'Strategy' categories, and received the highest scores possible in 25 of the 28 total evaluation criteria. The report explains, "Pega's Customer Decision Hub (CDH) is a centralized RTIM. ...

Key Points Palantir and Nvidia announced a partnership to optimize Palantir's workloads on Nvidia's hardware. Palantir's valuation bakes in a ton of success. 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) has been one of the best-performing stocks since the artificial intelligence (AI) arms race began in 2023. There really hasn't been a bad time to buy the stock over the past three years, with it rising an astounding 2,670% since 2023. Now Palantir has announced a part ...

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the US equity market rallied, with the S&P 500 Index reaching 8.12%. Bonds also finished higher in the period, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03%. The letter discussed market review, quarterly performance, and attribution analysis. Aristotle Atlantic’s Large Cap Growth strategy returned 9. ...

In the ever-changing and fiercely competitive business landscape, conducting thorough company analysis is crucial for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Microsoft (NASDAQ:MSFT) and its primary competitors in the Software industry. By closely examining key financial metrics, market position, and growth prospects, our aim is to provide valuable insights for investors and shed light on company's performance within the industry.Micr ...

Welcome back to opening bell. Want to get you ready for the trading day. And look, the rest of the year is upon us.Dave Maza, CEO Roundhill Investments is with us. And look, we saw people step in on Friday. It was a little bit of chaos last week back and forth.We saw the VIX jump. Um, but we ended up with somewhat of a mixed week. The NASDAQ was slightly lower while the S&P and Dow squeezed out gains.What did you think of folks stepping in, buying dips, and this action now this week ahead. >> Yeah, well, it ...

The largest companies have contributed disproportionately to S&P 500 gains. An easy way to measure that is by comparing the S&P 500's performance to the S&P 500 Equal Weight Index, which effectively weights each S&P 500 component at 0.2% of the index. So, instead of Nvidia having over 350 times more influence than a company like Clorox in the S&P 500, their stock prices would have the same impact in the S&P 500 Equal Weight Index.This means that investor sentiment and earnings growth can drastically impact ...

Core Viewpoint - Palantir Technologies is set to report its Q3 earnings, with expectations of significant revenue and profit growth, amid a backdrop of a strong stock performance and evolving market dynamics in AI and government contracts [1][2]. Financial Performance - Analysts anticipate Palantir will report an adjusted profit of 17 cents per share, reflecting a 68% increase year-over-year [2]. - Revenue is projected to grow by 50% to reach $1.092 billion, with sales growth accelerating over the past four quarters at rates of 30%, 36%, 39%, and 48% [2]. - Government revenue is expected to grow over 46% to $469 million, while U.S. commercial revenue is forecasted to increase by over 90% to $347 million [2]. Market Position and Strategy - Palantir is transitioning its product offerings from predictive-based AI to generative AI, aiming to enhance its capabilities in various sectors, including healthcare and financial services [4][5]. - The company has a strong historical relationship with government clients, particularly in intelligence and defense, which positions it favorably for future contracts [5][7]. Analyst Insights - Citi analyst Tyler Radke expressed optimism for Q3 results but noted caution regarding future guidance, expecting a modest increase in fiscal year guidance [3]. - Positive feedback from partners and customers at industry conferences indicates a potential uptick in collaborative deals, particularly in federal contracts [3]. Stock Performance and Ratings - Palantir stock has seen a remarkable increase of 165% in 2025, reaching a record high of 204.18 on October 31 [1]. - The stock holds a Composite Rating of 99, indicating strong growth potential, and an Accumulation/Distribution Rating of C-plus, suggesting neutral institutional buying activity [9][10]. Events and Developments - Palantir recently hosted its eighth artificial intelligence conference, showcasing its AI capabilities and market strategies [6]. - The company is well-positioned to benefit from the Trump administration's defense initiatives, particularly the "Golden Dome" air and missile defense project [7].