Key Takeaways DASH's total orders climbed 21% in Q3 2025 to 776M on stronger engagement and new customers. Record DashPass and Wolt subscriptions and added retail partners supported order growth. DASH expanded its Autonomous Delivery Platform through a new Waymo pilot and promotions.DoorDash (DASH) is benefiting from a large customer base and strong growth in average consumer engagement, which has enhanced its order volume. In the third quarter of 2025, total orders increased 21% year over year to 776 milli ...

Shares of Alphabet Inc. (GOOG) have been strong performers lately, with the stock up 16% over the past month. The stock hit a new 52-week high of $304.25 in the previous session. Alphabet has gained 53.9% since the start of the year compared to the 23.2% move for the Zacks Computer and Technology sector and the 51.1% return for the Zacks Internet - Services industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus esti ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Lyft (LYFT) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Lyft is one of 604 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #2 in the Zacks Sect ...

Core Insights - Arlo Technologies (ARLO) is outperforming the Computer and Technology sector with a year-to-date gain of 26.4%, compared to the sector's average gain of 23.6% [4] - The Zacks Consensus Estimate for ARLO's full-year earnings has increased by 228.6% in the past quarter, indicating improved analyst sentiment and earnings outlook [4] - Arlo Technologies holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Company Performance - Arlo Technologies is part of the Internet - Software industry, which consists of 168 companies and currently ranks 66 in the Zacks Industry Rank [6] - The average gain for stocks in the Internet - Software industry this year is 4.4%, highlighting ARLO's superior performance [6] Sector Comparison - The Computer and Technology sector includes 604 stocks and has a Zacks Sector Rank of 3, indicating a relatively strong position among 16 sector groups [2] - Another notable performer in the sector is Alphabet Inc. (GOOG), which has returned 45.4% year-to-date and has a Zacks Rank of 2 (Buy) [5][7]

Core Insights - Marchex (MCHX) reported break-even quarterly earnings per share, missing the Zacks Consensus Estimate of $0.01, compared to a loss of $0.01 per share a year ago, resulting in an earnings surprise of -100.00% [1] - The company posted revenues of $11.51 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.49%, and down from $12.55 million year-over-year [2] - Marchex shares have declined approximately 8.6% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Marchex's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.01 on revenues of $11.33 million, and for the current fiscal year, it is -$0.01 on revenues of $46.31 million [7] Industry Context - The Internet - Services industry, to which Marchex belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Insights - DoorDash (DASH) is experiencing significant growth in its Marketplace Gross Order Value (GOV), which increased by 25% year over year to $25 billion in Q3 2025, surpassing consensus estimates by 1.84% [1][10] - The company's revenues rose by 27.3% year over year to $3.45 billion, with a net revenue margin improvement from 13.5% to 13.8%, driven by the increase in Marketplace GOV [1][10] Marketplace Growth - DoorDash's ability to attract new customers while retaining existing ones has positively influenced Marketplace GOV, with successful user acquisition across restaurants, grocery, and retail categories [2] - The expansion into new verticals and retail categories has significantly contributed to the growth of Marketplace GOV [2] Partnerships and Expansion - The company has formed new partnerships with notable brands such as Waymo, Kroger, McDonald's, and Ace Hardware, which have broadened DoorDash's reach and enhanced service offerings [3][10] - DoorDash aims for continued growth in Marketplace GOV, projecting it to be between $28.9 billion and $29.5 billion for Q4 2025 [4] Competitive Landscape - DoorDash faces intense competition from local food delivery platforms like Uber Technologies (UBER) and Instacart (Maplebear), which are also seeking to expand their market presence [5] - Uber Technologies reported a 27% year-over-year revenue growth in its Delivery business, with gross bookings rising 24% to $23.3 billion [6] - Instacart's Gross Transaction Value increased by 10.4% year over year to $9.170 billion, driven by a 14% rise in orders [7] Stock Performance and Valuation - DoorDash's shares have increased by 16.9% year-to-date, underperforming the Zacks Internet - Services industry's growth of 50.7% and the broader Zacks Computer & Technology sector's 27% growth [8] - The company's shares are considered overvalued, with a trailing 12-month Price/Book ratio of 8.84, compared to the industry's 7.72X [11] - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.25 per share, reflecting an 8.5% decline over the past 30 days but a year-over-year increase of 675.86% [13]

Company Performance - Crexendo (CXDO) has seen a significant increase in its stock price, rising 24.1% over the past month and reaching a new 52-week high of $7.65 [1] - The stock has gained 43% since the beginning of the year, outperforming the Zacks Computer and Technology sector's 26.9% increase and the Zacks Internet - Services industry's 50.7% return [1] Earnings and Revenue - Crexendo has consistently beaten earnings estimates, achieving positive surprises in the last four quarters [2] - In the latest earnings report on November 4, 2025, Crexendo reported an EPS of $0.10, exceeding the consensus estimate of $0.08, and beat the revenue estimate by 2.71% [2] - For the current fiscal year, Crexendo is projected to earn $0.35 per share on revenues of $67.94 million, reflecting a 34.62% increase in EPS and an 11.74% increase in revenues [3] - For the next fiscal year, the expected earnings are $0.38 per share on revenues of $75.42 million, indicating a year-over-year change of 7.14% in EPS and 11.01% in revenues [3] Valuation Metrics - Crexendo has a Value Score of D, while its Growth and Momentum Scores are A and B, respectively, resulting in a VGM Score of B [6] - The stock trades at 21.4X current fiscal year EPS estimates, aligning with the peer industry average, but on a trailing cash flow basis, it trades at 24.9X compared to the peer group's average of 14X [6] Zacks Rank - Crexendo holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [7] - The recommendation is for investors to select stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating that Crexendo may have further upside potential [7] Industry Comparison - The Internet - Services industry is performing well, ranking in the top 35% of all industries, providing a favorable environment for both Crexendo and its peer Akamai Technologies, Inc. (AKAM) [10] - Akamai Technologies has a Zacks Rank of 2 (Buy) and has also shown strong earnings performance, beating consensus estimates by 13.41% [9]

Core Insights - DoorDash (DASH) shares have increased by 21.7% year-to-date, underperforming the Zacks Internet-Services industry's growth of 44.6% and the broader Zacks Computer & Technology sector's rise of 24.3% [1][9] - The underperformance is attributed to intense competition in the local food delivery logistics market, which is highly fragmented [2][15] - Despite challenges, DoorDash is experiencing strong order growth and rising Marketplace Gross Order Value (GOV), supported by an expanding partner network and enhanced logistics efficiency [5][9] Company Performance - Total orders for DoorDash increased by 21% year-over-year to 776 million, while Marketplace GOV rose by 25% year-over-year to $25 billion [6] - The expanding partner base, including collaborations with Waymo, Kroger, and McDonald's, has significantly broadened DoorDash's reach and service offerings [7][10] - DoorDash's partnership with Waymo aims to test an autonomous delivery service in Metro Phoenix, enhancing its Autonomous Delivery Platform initiative [8] Financial Outlook - For Q4 2025, DoorDash anticipates Marketplace GOV to be between $28.9 billion and $29.5 billion [13] - The Zacks Consensus Estimate for 2025 earnings is $2.30 per share, indicating a year-over-year increase of 693.10% [13] - Revenue estimates for 2025 are projected at $13.62 billion, reflecting a year-over-year increase of 27.07% [14] Competitive Landscape - DoorDash faces rising competition from other local food delivery platforms, notably Uber Technologies and Maplebear (Instacart), which are expanding their market presence [15] - Maplebear has launched AI Solutions to enhance grocery operations, indicating a strong competitive stance in the food delivery and retail technology landscape [16][17] Valuation Concerns - DoorDash shares are considered overvalued, with a trailing 12-month Price/Book ratio of 9.18, compared to the industry average of 7.40 [18] - The current Zacks Rank for DoorDash is 4 (Sell), suggesting that investors should be cautious regarding the stock [20]

Core Insights - Akamai Technologies (AKAM) is currently viewed as a better value opportunity compared to Shopify (SHOP) based on various financial metrics [1][7] Valuation Metrics - AKAM has a forward P/E ratio of 10.88, significantly lower than SHOP's forward P/E of 107.01 [5] - The PEG ratio for AKAM is 2.22, while SHOP's PEG ratio stands at 4.33, indicating that AKAM is more reasonably priced relative to its expected earnings growth [5] - AKAM's P/B ratio is 2.39, compared to SHOP's P/B of 16.21, further suggesting that AKAM is undervalued [6] Earnings Outlook - AKAM is currently exhibiting an improving earnings outlook, which is a positive indicator in the Zacks Rank model [3][7] - The Zacks Rank for AKAM is 2 (Buy), while SHOP holds a Zacks Rank of 3 (Hold), reflecting a more favorable earnings estimate revision trend for AKAM [3]

Core Insights - Inuvo, Inc (INUV) reported a quarterly loss of $0.12 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.09, marking an earnings surprise of -33.33% [1] - The company's revenues for the quarter ended September 2025 were $22.57 million, missing the Zacks Consensus Estimate by 14.5%, and showing a slight increase from $22.37 million a year ago [2] - Inuvo shares have declined approximately 53.9% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Financial Performance - Over the last four quarters, Inuvo has only surpassed consensus EPS estimates once [2] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $28.81 million, while for the current fiscal year, it is -$0.16 on revenues of $104.59 million [7] Market Outlook - The company's earnings outlook will be crucial for its stock performance, with management's commentary on the earnings call expected to influence investor sentiment [3][4] - The Zacks Industry Rank places the Internet - Services sector in the top 39% of over 250 Zacks industries, indicating a favorable environment for stocks in this category [8]