Recent articles
Datadog's Stellar Earnings Come With a Stiff Valuation
Third-quarter results topped ambitious expectations and the company's market cap jumped $1.9 billion overnight.
Why CyberArk Software Is a Speculative Investment
Even with strong double-digit revenue growth, increasing profits, and raised guidance, the cybersecurity company remains pricey.
There Are Challenges Behind New Relic's Encouraging Q2 Earnings
The New Relic One platform shows promising early signs, but the market expects more.
Extreme Networks Must Surpass This Ambitious Goal
Management confirmed its intention to improve the company's operating margin over the short term.
Arista's Ugly Guidance Isn't Only About One Giant Cloud Customer
The network vendor is facing significant risks over the medium term.
FireEye: It's Not Only About the Cloud
It's also about profitability. The company's third-quarter earnings show losses stay significant.
Check Point Software's Attractive Potential Behind Its Weak Short-Term Earnings
In the context of modest third-quarter results, the company is poised to boost its profits over the medium term.
Why Investors Should Worry About Juniper's Cloud Business
Management expects year-over-year revenue growth next quarter, but challenges in the cloud persist.
IBM's Weak Results Hide Its Growth Potential
Accounting rules and one-time items dragged down the tech giant's third-quarter numbers, but its long-term investment thesis remains attractive.
Why Arista Networks' Cost Advantage Can't Last
Arista's expansion outside of its core cloud business will likely reduce its operating margin.
Can Cenovus Sustain Its Growing Dividend?
Volatile oil and gas prices and a looming debt load might endanger the energy company's plans to boost its payout.
Stitch Fix's Declining Margins Spell Opportunity for Investors
As the personalized apparel curator ramps up its growth initiatives, those investments will cut into its profits -- for now.
Don't Underestimate Datadog's Intensifying Competition
The company's lofty valuation reflects its impressive performance. But bigger competitors represent a significant risk to the company's growth.
BlackBerry's Rising Revenue Hides Real Challenges
The company's results fall behind the growth of its addressable markets, and management may be too optimistic about its future.
Impressive Revenue Growth Hides Shopify's Real Story
The commerce platform announced a surprising share offering as it gears up for a massive spending hike.
Why IBM's Ready to Regain Growth
This seemingly stodgy company is quietly pursuing promising new technologies with big potential.
Ryanair's Current Challenges Create a Long-Term Opportunity
Profits are declining because of the overcapacity in the European airline market. And despite some other challenges, the situation will become favorable to Ryanair.
How Safe Is CenturyLink's Attractive Dividend?
The telecom's yield is higher than its competitors', but the company should focus instead on reducing its debt load.
The Market Ignores Crescent Point Energy's Successful New Strategy
The oil producer is generating strong free cash flow at current oil prices, and its valuation implies improving returns for shareholders.
CrowdStrike Is Still a Speculative Investment Despite Impressive Results
Even with the drop in the stock price after earnings, the valuation corresponds to high expectations.