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 Advanced Energy Industries (AEIS) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Advanced Energy Industries is a member of the Computer and Technology sector. This group includes 603 individual stocks and currently holds a Zacks Sector Rank of #2. The Zacks Sector Rank gauges the strength of our ...

For Immediate ReleasesChicago, IL – November 28, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeBroadcom Inc. (AVGO) , Meta Platforms, Inc. (META) , The Coca-Cola Co. (KO) , Landmark Bancorp, Inc. (LARK) and Bridger Aerospace Group Holdings, Inc. (BAER) .Here are highlights from Friday’s Analyst Blog:Top Research ...

Core Insights - Figma is experiencing strong momentum in paid customer growth, with 12,910 customers generating over $10,000 in annual recurring revenues (ARR) and 1,262 customers generating over $100,000 in ARR as of September 30, 2025 [1] - The company added over 90,000 paid teams in two quarters, bringing the total to 540,000 paid customers, driven by the adoption of new products like Figma Make and AI features [2][10] - Figma Make, an AI-powered tool, has seen approximately 30% of high-spending customers using it weekly by the end of September [3] - The launch of over 50 new features in Q3 2025, including AI-driven tools, has significantly enhanced Figma's platform [4] Competitive Landscape - Figma faces stiff competition from Adobe and Atlassian, both of which are expanding their clientele and AI-driven revenue base [5] - Adobe's AI-influenced ARR surpassed $5 billion in Q3 2025, reflecting strong adoption of its innovative AI-infused products [6] - Atlassian has integrated AI deeply into its platform, enabling over 3.5 million monthly active users to leverage AI-powered tools, with usage growing by more than 50% since the last quarter [7] Financial Performance - Figma's shares have lost 48.3% in the past three months, while the broader Zacks Computer & Technology sector has appreciated by 10.8% [8] - The company's stock is trading at a forward 12-month Price/Sales ratio of 11.91X, compared to the sector's 6.65X, indicating a premium valuation [11] - The consensus estimate for 2025 earnings is 41 cents per share, reflecting a 110.96% increase from the reported figure of 2024 [13]

In the latest close session, MongoDB (MDB) was down 1.65% at $326.27. The stock trailed the S&P 500, which registered a daily gain of 0.69%. Meanwhile, the Dow experienced a rise of 0.67%, and the technology-dominated Nasdaq saw an increase of 0.82%. The stock of database platform has fallen by 1.4% in the past month, lagging the Computer and Technology sector's gain of 0.07% and the S&P 500's loss of 0.31%.Analysts and investors alike will be keeping a close eye on the performance of MongoDB in its upcomin ...

Core Viewpoint - Autodesk reported quarterly earnings of $2.67 per share, exceeding the Zacks Consensus Estimate of $2.49 per share, and showing an increase from $2.17 per share a year ago, indicating a positive earnings surprise of +7.23% [1][2] Financial Performance - The company achieved revenues of $1.85 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.67%, and up from $1.57 billion in the same quarter last year [2] - Over the last four quarters, Autodesk has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance and Outlook - Autodesk shares have declined approximately 1.9% since the beginning of the year, contrasting with the S&P 500's gain of 14% [3] - The future performance of Autodesk's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.52, with expected revenues of $1.85 billion, and for the current fiscal year, the EPS estimate is $9.92 on revenues of $7.06 billion [7] Industry Context - The Internet - Software industry, to which Autodesk belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - PagerDuty reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and showing an increase from $0.25 per share a year ago, resulting in an earnings surprise of +37.50% [1] - The company posted revenues of $124.55 million for the quarter ended October 2025, slightly missing the Zacks Consensus Estimate by 0.32%, but up from $118.95 million year-over-year [2] - PagerDuty has surpassed consensus EPS estimates in all four of the last quarters, while it has topped consensus revenue estimates twice during the same period [2] Future Outlook - The immediate price movement of PagerDuty's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $127.23 million, and for the current fiscal year, it is $1.02 on revenues of $495.59 million [7] - The Zacks Rank for PagerDuty is currently 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which PagerDuty belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Workday reported quarterly earnings of $2.32 per share, exceeding the Zacks Consensus Estimate of $2.13 per share, and up from $1.89 per share a year ago, representing an earnings surprise of +8.92% [1] - The company achieved revenues of $2.43 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.70% and increasing from $2.16 billion year-over-year [2] Financial Performance - Over the last four quarters, Workday has consistently surpassed consensus EPS estimates [2] - The company has also topped consensus revenue estimates four times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $2.24 on revenues of $2.51 billion, and for the current fiscal year, it is $8.84 on revenues of $9.51 billion [7] Market Position - Workday shares have underperformed the market, losing about 12.2% since the beginning of the year, while the S&P 500 has gained 14% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 31% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] Future Outlook - The sustainability of Workday's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The estimate revisions trend for Workday was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market in the near future [6]

Core Insights - Sea Limited (SE) focuses its growth strategy on Shopee, which is its leading business segment, achieving nearly 35% year-over-year revenue growth and a record GMV of $32.2 billion in Q3 2025 [1][10] E-commerce Performance - Shopee's core marketplace monetization has significantly improved, with transaction fees and advertising revenues increasing by 53% year-over-year, driven by higher take rates and the adoption of AI-enhanced advertising tools [2] - Advertising revenues surged over 70%, indicating Shopee's effectiveness in monetizing its seller base [2] Logistics Challenges - Value-added service revenues, primarily linked to logistics, fell by 5.7% year-over-year, reflecting increased shipping subsidies [3] - Service costs rose by 38.8% due to necessary logistics investments to support growing order volumes, highlighting cost pressures despite revenue growth [3] Strategic Logistics Investments - Shopee is enhancing its logistics capabilities through investments in same-day and instant delivery, rural delivery networks, and automated locker systems in Taiwan, which strengthen its operational advantages [4] - The in-house logistics services and SPX Express now manage most deliveries in key regions, allowing for better cost control [4] Competitive Landscape - Sea Limited faces strong competition from MercadoLibre (MELI), which is expanding its integrated commerce and fintech ecosystem, achieving 33% and 49% year-over-year growth in these areas [6] - eBay (EBAY) remains a significant player in mature markets, focusing on recommerce and peer-to-peer transactions, but lacks the high-growth momentum seen in Sea Limited's operations [7] Stock Performance and Valuation - Sea Limited's shares have increased by 28.5% year-to-date, outperforming the broader Zacks Computer & Technology sector's return of 21.1% [8] - The stock is currently trading at a forward 12-month price-to-earnings ratio of 25.09, which is lower than the sector's average of 27.57 [11] - The Zacks Consensus Estimate for SE's 2025 earnings is $3.60 per share, reflecting a 114.29% increase compared to 2024, although it has decreased by 7.7% over the past 30 days [14]

Core Insights - Zoom Communications reported quarterly earnings of $1.52 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, and showing an increase from $1.38 per share a year ago, resulting in an earnings surprise of +6.29% [1] - The company generated revenues of $1.23 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.40% and up from $1.18 billion year-over-year [2] - Zoom has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +11.68%, with actual earnings of $1.53 per share compared to an expected $1.37 [1] - The current consensus EPS estimate for the upcoming quarter is $1.44, with projected revenues of $1.22 billion, while the estimate for the current fiscal year is $5.83 on $4.83 billion in revenues [7] Stock Performance and Outlook - Zoom shares have declined approximately 3.7% year-to-date, contrasting with the S&P 500's gain of 12.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which Zoom belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Grab (GRAB) is experiencing significant pressure from rising expenses, tariff-related issues, and increased competition, making it less appealing for investors [1][6][7] Financial Performance - The Zacks Consensus Estimate for Grab's current quarter earnings has been revised downward by more than 100% over the past 60 days, with a 20% downward revision for 2025 [2] - Grab's shares have declined by 18.6% in the current quarter, underperforming the Internet-Software industry's decline of 16.2% [3][7] - The company's total operating expenses rose by 1.14% year over year, reaching an elevated level of $355 million in Q3 2025 [6] Competitive Landscape - Increased competition from regional players such as Foodpanda, ShopeeFood, and Gojek, as well as strong single-market rivals like Deliveroo, is challenging Grab's delivery segment [7][8] Earnings Surprise History - Grab has a weak earnings surprise history, underperforming the Zacks Consensus Estimate in two of the last four quarters and meeting expectations in the other two, with an average miss of 29.17% [5] Market Position - Grab currently holds a Zacks Rank of 4 (Sell), indicating a lack of confidence from brokers regarding the stock [5]