Macro factors currently driving the economy, such as inflation, interest rates, labor markets, supply chain issues and so forth have a varied impact on players in the extremely diverse Internet – Services industry, although a stronger economy is generally positive. Therefore, the ongoing tariff war and its impact on inflation; declining consumer confidence mainly related to tariffs, inflation and jobs; and inflation-driven rising Producer Price Index (PPI) may be considered negative for the industry. Our pi ...

Core Insights - Lyft (LYFT) is experiencing strong demand, positively impacting its revenue growth and share performance, making it an attractive investment opportunity [1] Group 1: Earnings Estimates and Performance - The Zacks Consensus Estimate for LYFT's earnings per share has been revised upward by 5.4% for the current year and by 5.2% for 2026, indicating broker confidence [2] - LYFT shares have increased by 33.2% year-to-date, outperforming the Zacks Internet - Services industry's growth of 23.1% [3][8] - LYFT has a mixed earnings surprise history, with earnings exceeding the Zacks Consensus Estimate in two of the last four quarters, resulting in an average surprise of 15.8% [4] Group 2: Growth Factors - LYFT reported a 12% year-over-year increase in gross bookings in Q2 2025, with 234.8 million rides and 26.1 million active riders, reflecting strong demand and user retention [5][8] - The company is focusing on strategic growth and customer loyalty through partnerships with Baidu, BENTELER Mobility, and United Airlines, enhancing its market reach and ride experiences [6][9]

Core Insights - DoorDash (DASH) is experiencing significant growth, with total orders increasing by 20% year-over-year to 761 million in Q2 2025, surpassing the Zacks Consensus Estimate by 1.36% [1][10] Group 1: Growth Drivers - The company's diversification into grocery, retail, and convenience sectors has been a major contributor to the increase in total orders, with these categories growing faster than the core restaurant business [2] - Growth in total orders is also attributed to an increase in monthly active users and the expansion of membership programs like DashPass and Wolt+, leading to record-high average order frequency in Q2 2025 [3][10] - Internationally, total orders grew at a faster pace than in the U.S., indicating the success of DoorDash's global expansion strategy, with new Wolt+ members further boosting order frequency [4] Group 2: Competitive Landscape - DoorDash faces rising competition from local food delivery platforms such as Uber Technologies (UBER) and Grubhub (JTKWY), which are seeking new ways to differentiate themselves and expand market presence [5] - Grubhub has partnered with Wyndham Hotels & Resorts to offer $0 delivery fees and other perks, enhancing its competitive position [6] - Uber Technologies is leveraging its delivery business by partnering with Five Below, allowing customers to order from over 1,500 stores via the Uber Eats app [7] Group 3: Financial Performance and Valuation - DoorDash's shares have increased by 51.1% year-to-date, outperforming the Zacks Internet-Services industry's growth of 9.1% and the broader Zacks Computer & Technology sector's growth of 13.8% [8] - The company is currently considered overvalued, with a Value Score of F and a forward 12-month Price/Sales ratio of 7.30, higher than its median of 5.87 and the industry's 5.49 [12] - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.39 per share, reflecting a 10.6% increase over the past 30 days and a year-over-year increase of 724.14% [14]

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. Is Lyft (LYFT) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Lyft is one of 605 companies in the Computer and Technology group. The Computer and Technology group currently sits at #5 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank o ...

Core Insights - Shopify is experiencing significant growth in its merchant base, driven by new merchant-friendly tools and solutions that enhance user engagement and streamline operations [2][9] - The company's financial performance reflects this growth, with merchant solutions revenues reaching $2.02 billion in Q2 2025, a 36.6% increase year-over-year, and Gross Merchandise Volume (GMV) of $87.84 billion, up 30.6% year-over-year [3][11] Financial Performance - Merchant solutions revenues accounted for 75.5% of Shopify's total revenues in Q2 2025, indicating strong adoption of its payment solutions [3] - The app Shop Pay processed $27 billion in GMV in Q2 2025, marking a 65% increase year-over-year [7][11] - The Zacks Consensus Estimate for Shopify's 2025 earnings is $1.44 per share, reflecting a 10.77% year-over-year growth, while revenues are estimated at $11.21 billion, indicating a 26.24% growth [18] Market Position and Competition - Shopify's stock has gained 33% year-to-date, outperforming the broader Zacks Computer & Technology sector, which increased by 13.8% [4] - Despite strong growth, Shopify faces stiff competition from major players like Amazon and Alibaba, which are expanding their e-commerce offerings [16][17] Strategic Partnerships - Shopify's partnerships with major brands and platforms, including Microsoft, Roblox, and Starbucks, have expanded its reach and enhanced its merchant base [12][15] - The integration of Shopify's Checkout Kit into Microsoft's Copilot exemplifies the company's strategy to leverage AI for improved shopping experiences [13] International Expansion - Shopify's international GMV grew by 42% year-over-year in Q2 2025, with Europe leading this growth, driven by both new and existing merchants [8] Valuation Concerns - Shopify's stock is currently considered overvalued, with a forward Price/Sales ratio of 14.50X compared to the Internet-Services industry's 5.49X, indicating a stretched valuation [19]

Core Viewpoint - Bridgeline Digital, Inc. reported a quarterly loss of $0.07 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.05, marking a significant earnings surprise of -40.00% [1] Financial Performance - The company posted revenues of $3.85 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.64% and down from $3.94 million a year ago [2] - Over the last four quarters, Bridgeline Digital has surpassed consensus EPS estimates only once [2] Stock Performance - Since the beginning of the year, Bridgeline Digital shares have lost approximately 2.5%, contrasting with the S&P 500's gain of 10% [3] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $3.94 million, and for the current fiscal year, it is -$0.25 on revenues of $15.51 million [7] - The trend of estimate revisions for Bridgeline Digital was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Internet - Services industry, to which Bridgeline Digital belongs, is currently ranked in the top 40% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

DoorDash's shares have rallied 51.6% in the year-to-date period, significantly outperforming the Zacks Internet - Services industry's rise of 9% and the broader Zacks Computer & Technology sector's growth of 14.6%. The outperformance can be attributed to strong order growth and rising Marketplace GOV, along with enhanced logistics efficiency and a growing contribution from advertising. Key Takeaways DoorDash (DASH) is benefiting from an expanding clientele, which has enhanced its order volume and resulted i ...

Based on the most recent data, LDOS has returned 26.3% so far this year. Meanwhile, stocks in the Computer and Technology group have gained about 14.3% on average. This means that Leidos is outperforming the sector as a whole this year. Another stock in the Computer and Technology sector, Crexendo (CXDO) , has outperformed the sector so far this year. The stock's year-to-date return is 15.7%. Over the past three months, Crexendo's consensus EPS estimate for the current year has increased 17.9%. The stock cu ...

Marchex, which belongs to the Zacks Internet - Services industry, posted revenues of $11.66 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 6.31%. This compares to year-ago revenues of $12.07 million. The company has not been able to beat consensus revenue estimates over the last four quarters. Marchex (MCHX) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to a loss of $0.01 per share a yea ...

Company Performance - LivePerson reported a quarterly loss of $0.11 per share, better than the Zacks Consensus Estimate of a loss of $0.20, and a significant improvement from a loss of $0.69 per share a year ago, resulting in an earnings surprise of +45.00% [1] - The company posted revenues of $59.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.19%, although this represents a decline from year-ago revenues of $79.88 million [2] - Over the last four quarters, LivePerson has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - LivePerson shares have declined approximately 20.4% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.18 on revenues of $57.56 million, and for the current fiscal year, it is -$0.63 on revenues of $240.99 million [7] Industry Outlook - The Internet - Services industry, to which LivePerson belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact LivePerson's stock performance [5]