Key Takeaways BlackBerry is set to report fiscal Q3 results on Dec. 18, with revenues expected between $132M and $140M.BB expects QNX revenues to be $66-$70 million, driven by design wins and expansion beyond automotive markets.Secure Comm revenues are projected to be $60-$64 million, supported by lower churn and rising demand.BlackBerry Limited (BB) is set to report third-quarter fiscal 2026 results on Dec. 18.The Zacks Consensus Estimate for the bottom line is pinned at 4 cents and has remained unchanged ...

Key Takeaways Datadog's security portfolio is gaining traction as it unifies observability and security signals. Security ARR grew in the mid-50% range in Q3 2025, supported by cross-selling to large customers.The Zacks Consensus Estimate pegs 2025 revenues at $3.39B, indicating 26% growth on multi-product use.Datadog’s (DDOG) security portfolio is emerging as a meaningful growth catalyst as the company moves beyond its observability foundation into broader security operations. Its multi-layered suite spans ...

Core Insights - NVIDIA Corporation (NVDA) experienced a 31.4% increase over the past year, while Palantir Technologies Inc. (PLTR) saw a remarkable 150.8% rise, raising questions about which stock is the better investment in the AI sector [1] - NVIDIA is viewed as a diversified and reasonably valued stock, whereas Palantir is considered high-risk due to its reliance on government contracts and high valuation [1] NVIDIA Insights - NVIDIA is optimistic about future growth, driven by its competitive edge in the AI hardware market and ongoing demand for its CUDA software platform [1] - The company projects fiscal Q4 2026 revenues of approximately $65 billion, with a 2% margin of error [1] - Strong demand for Blackwell chips and cloud GPUs contributed to outstanding fiscal Q3 2026 results, with revenues of $57 billion, a 62% year-over-year increase and a 22% sequential rise [2] - Both data center and gaming revenues increased, with net income reaching $31.91 billion, up from $19.31 billion a year earlier, alleviating concerns about an AI growth bubble [3] - NVIDIA's forward P/E ratio is 39.44, which is lower than the Semiconductor - General industry's average of 44.97, indicating reasonable valuation [10] - The diversified business model across AI hardware, software, and gaming provides additional market resilience [10] Palantir Insights - Palantir's AI Platform (AIP) has driven robust demand, expanding its U.S. commercial client base while maintaining valuable government contracts [4] - U.S. commercial segment revenues reached $397 million in Q3, a 121% year-over-year increase and a 29% sequential rise [4] - Government revenues for the quarter were $486 million, a 52% year-over-year increase and a 14% quarter-over-quarter rise, contributing to total revenues of $1.18 billion, a 63% year-over-year increase and an 18% sequential rise [5] - Palantir anticipates an increase in large AI enterprise contracts, projecting full-year revenues between $4.396 billion and $4.400 billion [6] - However, Palantir's forward P/E ratio of 250.36 significantly exceeds the Internet-Software industry's average of 39.25, raising concerns about valuation [8] - The company's dependence on government contracts exposes it to political risks, making it more suitable for risk-takers [11]

Core Insights - Guidewire Software, Inc. (GWRE) is expected to report first-quarter fiscal 2026 results on December 3, with projected revenues between $315 million and $321 million, reflecting a 20.7% increase year-over-year [1] - The consensus estimate for earnings per share is 66 cents, unchanged over the past 60 days, compared to 43 cents per share in the same quarter last year [1][2] Financial Performance - GWRE has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 42.1% [2] - Shares of GWRE have increased by 4% over the past year, outperforming the Internet-Software industry's growth of 1% [4] Business Drivers - The company is experiencing strong momentum in its cloud business as insurers transition from legacy systems, with management describing the demand environment as "durable" [5] - There is solid deal volume across all tiers, particularly with Tier 1 insurers, and increasing international momentum in Europe, Latin America, and APAC [6] - The recent 10-year deal with Liberty Mutual is seen as a significant endorsement of Guidewire's platform [7] Revenue Expectations - Subscription and support revenues are projected at $218 million, with Annual Recurring Revenue (ARR) expected to be between $1.048 billion and $1.054 billion [8][9] - Subscription growth is anticipated to be strong due to accelerated cloud migrations and larger deal sizes [9] Operational Efficiency - The company aims to enhance cloud operations efficiency, with non-GAAP operating income expected to be between $47 million and $53 million for the fiscal first quarter [11] - Non-GAAP gross margin for subscription and support is projected to remain strong at 71-72% [11] Challenges - Increasing investments in product enhancements and global macroeconomic conditions may pose challenges, with service revenues expected to moderate to $60 million [12]

Core Insights - MongoDB (MDB) has seen a significant stock price increase of 58.8% over the past three months, outperforming the Zacks Internet-Software industry's decline of 12.5% and the Zacks Computer and Technology sector's return of 10.9% [1] - The stock's performance is attributed to stronger adoption of the Atlas platform and increasing demand for AI-driven applications [1] Performance Overview - MongoDB's Atlas revenues grew by 29% year over year to $438.97 million in Q2 of fiscal 2026, accounting for 74% of total revenues [11] - The Zacks Consensus Estimate for Q3 fiscal 2026 Atlas revenues is projected at $455.82 million, reflecting a year-over-year increase of 25.7% [11] - The number of Atlas customers is expected to reach 59,906, marking a 17.2% year-over-year growth [11] Valuation Metrics - MongoDB trades at a forward 12-month price-to-sales (P/S) ratio of 10.3X, significantly higher than the sub-industry average of 4.64X, indicating strong expectations for continued growth in AI-ready data infrastructure [4] Strategic Positioning - The Atlas platform serves as a unified operational data layer, enabling enterprises to manage various workloads without the need for multiple services [7] - MongoDB's JSON-native design offers advantages over traditional systems like PostgreSQL, particularly for AI applications requiring flexible schemas and fast data retrieval [12] Customer and Partner Ecosystem - MongoDB added over 5,000 customers in the first half of fiscal 2026, with notable growth in large enterprise accounts and self-serve customers [16] - The Zacks Consensus Estimate for total customers in Q3 is 62,000, up 17.9% year over year, with high-value accounts (customers over $100K) expected to reach 2,699, a 16.3% increase [17] Conclusion - MongoDB's growth is driven by structural tailwinds, including increased Atlas adoption, deeper integration into AI infrastructure, and a broadening partner ecosystem across major cloud platforms [19] - The company is well-positioned to benefit from ongoing cloud modernization and the rise of AI-powered applications, making it a compelling investment option despite its premium valuation [19][20]

Core Insights - Block (XYZ) reported Q3 2025 adjusted earnings of 54 cents per share, missing the Zacks Consensus Estimate of 63 cents, but showing a slight increase from 53 cents in the prior-year quarter [1][10] - Net revenues for the quarter were $6.11 billion, falling short of the consensus estimate of $6.34 billion, yet representing a 2.3% year-over-year increase [1][10] Revenue Breakdown - Transaction-based revenues, accounting for 30.6% of net revenues, reached $1.87 billion, up 9.4% year over year, with Square contributing $1.82 billion (up 10.7%) and Cash App contributing $56.1 million (down 19.8%) [3] - Subscription and services-based revenues made up 36.1% of net revenues, totaling $2.2 billion, reflecting a 22.6% year-over-year growth [3] - Hardware revenues increased significantly by 90.5% year over year to $70.2 million, representing 1.1% of net revenues [3] Gross Payment Volume (GPV) and Profitability - Bitcoin revenues, which constituted 32.2% of net revenues, declined by 19% year over year to $1.97 billion [4] - Total GPV was $69.28 billion, marking a 10.9% year-over-year increase, with Square's GPV at $67.15 billion (up 12.2%) and Cash App's GPV at $2.13 billion (down 18.6%) [4] - Gross profit for the quarter grew 18.3% year over year to $2.66 billion, with Square generating $1.02 billion (up 9.2%) and Cash App generating $1.62 billion (up 24.3%) [6] Operating Performance - Adjusted EBITDA was reported at $832.7 million, reflecting a 3.1% year-over-year increase [7] - Operating expenses rose by 16.9% year over year to $2.25 billion [7] - Adjusted operating income was $480.2 million, up 8.3% year over year, with an adjusted operating margin of 18%, expanding 200 basis points year over year [8] Balance Sheet and Liquidity - As of September 30, 2025, Block had $10.5 billion in liquidity, including $9.7 billion in cash and securities, and $775 million available in a credit facility [11] - Long-term debt increased to $5.71 billion from $3.54 billion as of June 30, 2025 [11] - In Q3 2025, Block repurchased 5.3 million shares of its Class A common stock for $403 million, with $1.1 billion remaining under the current authorization [11] Guidance - For Q4 2025, Block expects gross profit of $2.755 billion, indicating a 19% year-over-year growth, and an adjusted operating income of $560 million with a 20% operating margin [12] - For the full year 2025, the company anticipates a gross profit of $10.243 billion (15% growth) and adjusted operating income of $2.056 billion [13]

Core Insights - The article discusses the significant growth of Palantir Technologies Inc. driven by its AI offerings, contrasting it with larger tech companies like NVIDIA, Alphabet, and Amazon, which are also experiencing growth but raising doubts about their future prospects [1] Group 1: Financial Performance - Palantir reported a remarkable third quarter with revenues reaching $1.18 billion, marking a 63% year-over-year increase and an 18% quarter-over-quarter growth, surpassing Wall Street estimates [2][8] - The U.S. commercial segment generated $397 million in Q3, reflecting a 121% year-over-year increase and a 29% quarter-over-quarter growth, while U.S. government revenues totaled $486 million, up 52% year-over-year and 14% quarter-over-quarter [3][4] - The company achieved a GAAP net income of $476 million in Q3, with a net income margin of 40%, indicating strong profitability [5] Group 2: Future Guidance - Palantir has raised its revenue guidance for Q4 to between $1.327 billion and $1.331 billion, and for the full year to between $4.396 billion and $4.400 billion, reflecting confidence in continued growth [4] Group 3: Market Position and Valuation - The increasing adoption of Palantir's Artificial Intelligence Platform (AIP) is driving revenue and profit growth, with a growing U.S. commercial client base suggesting potential long-term growth [6] - Despite strong performance, the company's forward price-to-earnings (P/E) ratio is 290.32, significantly higher than the industry average of 41.17, indicating potential overvaluation concerns [7][8] - Palantir's business remains predominantly U.S.-focused, which may expose it to domestic disruptions and raises concentration risks [9]

Core Insights - BackBlaze (BLZE) is expected to report third-quarter 2025 results on November 6, with revenues estimated at $36.95 million, reflecting a year-over-year increase of 13.37% [1] - The consensus estimate for loss is projected at one cent per share, indicating a 90% improvement from the previous year's loss of ten cents [1] - The company has shown a strong earnings surprise history, with an average positive surprise of 51.02% over the last four quarters [2] Revenue Estimates - The Zacks Consensus Estimate for third-quarter 2025 B2 Cloud Storage revenues is $20.9 million, representing a growth of 29.17% year over year [9] - The estimate for Computer Backup revenues is $16.05 million, indicating a decline of 2.2% from the previous year [9] Operational Momentum - Backblaze has entered the third quarter with solid operational momentum, particularly in its B2 Cloud Storage business, which saw a 29% year-over-year revenue increase [4] - The company aims for third-quarter revenue between $36.7 million and $37.1 million, with adjusted EBITDA margins of 17-19% [4] Growth Drivers - The company's sales pipeline has doubled year over year, contributing to growth [5] - Backblaze added its first six-figure B2 Overdrive customer, indicating strong product fit for high-throughput AI workloads [5][6] Competitive Landscape - Challenges persist in the Computer Backup segment, which has been experiencing low-to-mid single-digit declines [8] - Competition from established players like Dropbox, Datadog, and Snowflake has intensified, impacting market share [8] Stock Performance - Backblaze has seen a 72.9% surge year-to-date, outperforming the Zacks Internet-Software industry and the Computer and Technology sector [10] - The stock is currently trading at 3.58X forward 12-month price-to-sales, below the industry average of 5.34X, indicating attractive valuation [13] Investment Considerations - The company is positioned for growth in its B2 Cloud Storage business and AI workloads, supported by new enterprise security features [15] - However, the stock's sharp year-to-date rally may have priced in much of the optimism, and competition could temper near-term gains [15][16]

Core Insights - Backblaze (BLZE) is experiencing growth driven by increasing demand for artificial intelligence and data-heavy workloads, necessitating scalable and cost-efficient storage solutions [1][3] - The B2 Cloud Storage platform is pivotal to this growth, with a significant rise in data stored by AI customers and an increase in AI-focused clients [2][7] - Backblaze's competitive positioning is challenged by companies like Dropbox and Datadog, which are enhancing their AI-enabled cloud infrastructure offerings [4] Company Performance - In Q2 2025, data stored by AI customers increased 40 times year over year, and the number of AI-focused clients grew by 70% [2] - Backblaze anticipates Q3 2025 revenues between $36.7 million and $37.1 million, reflecting approximately 29% year-over-year growth [2] - Year-to-date, Backblaze shares have risen by 51.7%, outperforming the Zacks Internet-Software industry and the Computer and Technology sector [5] Valuation Metrics - Backblaze's forward 12-month price-to-sales ratio stands at 3.16, which is lower than the industry average of 5.45 [9] - The Zacks Consensus Estimate for Q3 2025 indicates a loss of one cent per share, representing a 90% improvement year over year [11]

Core Insights - Block has announced a strategic partnership with Grubhub to enhance the food ordering ecosystem, allowing restaurants to manage Grubhub orders through Block Square's POS system and enabling Grubhub customers to pay using Cash App Pay [1][7] Group 1: Partnership Details - The partnership introduces two major features: restaurants can manage all Grubhub orders directly through Block Square's POS system, reducing operational complexity [1][7] - Grubhub customers gain payment flexibility by using Cash App Pay for their orders, which broadens access for restaurants to millions of potential customers [2][7] Group 2: Ecosystem Strength - This collaboration showcases Block's ecosystem strength in addressing challenges faced by both restaurants and customers, while also emphasizing the commitment of both Grubhub and Block to innovation [2][3] - By combining Square's operational capabilities with Cash App's flexible payment technology, Block is forming a commerce ecosystem that serves both restaurants and customers [3] Group 3: Recent Developments - Block is aggressively investing in expanding its partner base to drive sustainable growth, with notable recent partnerships in the Cash App and Square businesses [3] - In August 2025, Square was selected as the technology partner for Purdys Chocolatier, managing POS and business operations across over 80 retail locations in Canada [4]