Key Takeaways Palantir's AIP-led growth is strong, but government reliance and lofty valuation are pressuring sentiment. BigBear.ai boosted its defense AI platform with the $250M Ask Sage acquisition. BBAI edged toward profitability and holds $456.6M in cash, supporting growth as government spending may rise. Artificial intelligence (AI)-focused defense stock Palantir Technologies Inc. (PLTR) posted strong revenue growth last year, with shares soaring 135%. However, potential risks and valuation concerns ar ...

Key Takeaways RDDT reported Q3 revenues of $585M, up 68% year over year, driven largely by strong advertising growth. Reddit saw user engagement rise, with DAUs reaching 116M and WAUs climbing to 444M in Q3. RDDT expects Q4 revenues of $655M-$665M, signaling continued top-line growth momentum.Reddit (RDDT) is benefiting from its expanding product portfolio, which has significantly contributed to its impressive revenue growth. In the third quarter of 2025, the company reported revenues of $585 million, marki ...

Company Performance - Cloudflare (NET) closed at $182.78, reflecting a -2.24% change from the previous day, underperforming the S&P 500 which gained 0.65% [1] - Over the past month, Cloudflare's shares have decreased by 10.09%, compared to a loss of 1.6% in the Computer and Technology sector and a gain of 1.15% in the S&P 500 [1] Earnings Projections - Cloudflare is expected to report earnings of $0.27 per share, indicating a year-over-year growth of 42.11% [2] - The consensus estimate for quarterly revenue is $590.63 million, representing a 28.41% increase from the same period last year [2] Annual Estimates - For the annual period, earnings are anticipated to be $0.91 per share, with revenue projected at $2.14 billion, reflecting a growth of 21.33% in earnings and no change in revenue compared to last year [3] - Recent adjustments to analyst estimates for Cloudflare are crucial as they indicate changing business trends, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - Cloudflare is currently trading at a Forward P/E ratio of 158.98, significantly higher than the industry average of 24.73, indicating a premium valuation [6] - The company has a PEG ratio of 5.93, compared to the industry average PEG ratio of 1.51, suggesting that Cloudflare's stock may be overvalued relative to its growth expectations [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Pinterest's stock performance has lagged behind major indices, with a recent closing price of $26.80, reflecting a decline of 2.51% from the previous session, while the S&P 500 gained 0.01% [1] Financial Performance - Upcoming earnings disclosure is expected to show an EPS of $0.68, a 21.43% increase year-over-year, and revenue of $1.33 billion, indicating a 15.15% rise from the same quarter last year [2] - Full-year estimates project earnings of $1.62 per share and revenue of $4.23 billion, representing year-over-year changes of +25.58% for earnings and 0% for revenue [3] Analyst Estimates - Recent modifications to analyst estimates reflect positive near-term business trends, with upward revisions indicating optimism about Pinterest's operations and profit generation [4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Pinterest at 3 (Hold), with a recent upward shift of 0.99% in the EPS estimate [5][6] Valuation Metrics - Pinterest's Forward P/E ratio stands at 14.59, which is below the industry average of 25.1, suggesting a valuation discount [7] - The company's PEG ratio is currently 0.53, compared to the Internet - Software industry's average PEG ratio of 1.61, indicating favorable growth expectations relative to its valuation [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 55, placing it in the top 23% of over 250 industries, suggesting strong performance potential [8]

In the latest close session, OneSpan (OSPN) was down 1.14% at $13.02. The stock fell short of the S&P 500, which registered a gain of 0.01% for the day. Meanwhile, the Dow experienced a rise of 0.55%, and the technology-dominated Nasdaq saw a decrease of 0.44%. The internet security company's shares have seen a decrease of 0.15% over the last month, surpassing the Computer and Technology sector's loss of 0.69% and falling behind the S&P 500's gain of 0.86%.The investment community will be closely monitoring ...

Compass, Inc. (COMP) shares soared 9.3% in the last trading session to close at $11.84. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 0.1% loss over the past four weeks.Compass is benefiting from strong agent recruitment, increased transaction growth, and advancements in AI technology, which enhance agent productivity and client relationships. Organic growth and synergies from acquisitions like Christie's International Real Est ...

Diebold Nixdorf, Incorporated (DBD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this company have returned -0.1%, compared to the Zacks S&P 500 composite's +0.9% change. During this period, the Zacks Internet - Software industry, which Diebold Nixdorf, Incorporated falls in, has lost 2%. The key question now is: What could be the stock's future ...

In the latest close session, Toast (TOST) was up +1.64% at $36.66. The stock's performance was ahead of the S&P 500's daily loss of 0.34%. Meanwhile, the Dow experienced a drop of 0.94%, and the technology-dominated Nasdaq saw an increase of 0.16%. Shares of the restaurant software provider witnessed a gain of 4.31% over the previous month, beating the performance of the Computer and Technology sector with its loss of 1%, and the S&P 500's gain of 1.19%.The investment community will be paying close attentio ...

Key Takeaways ALAB shares gained 20.5% in 12 months, beating its industry but lagging the broader tech sector. Astera Labs is seeing strong demand for Scorpio, Aries, and Taurus across PCIe Gen 6 and AI platforms. ALAB guided Q4 revenue of $245-$253M, while facing stiff competition and premium valuation concerns. Astera Labs (ALAB) shares have gained 20.5% in the trailing 12-month period, underperforming the broader Zacks Computer & Technology sector’s rise of 25%.The company’s shares have also underperform ...

Onestream (OS) shares rallied 28.4% in the last trading session to close at $23.61. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.2% loss over the past four weeks.Onestream shares are benefiting from the announcement of being acquired by Hg, a leading investor in software, services, and data businesses. The all-cash transaction values OneStream at approximately $6.4 billion in equity value.This artificial ...